LISA MARIE

MEHMERT, MS

adstzb@r.postjobfree.com

808-***-****

HTPPS://WWW.LINKEDIN/IN/LISAMAIRE-MEHMERT-0A532162

*** ************ **

APT 2107

LEWISVILLE, TX 75067

INTRO

Highly accomplished, result-driven CFO with over twenty years of experience developing and implementing financial systems, strategies, processes and controls that significantly improve P&L scenarios. Identifying opportunities for improvement, cost reduction, system enhancement and expansion. Providing strategic financial input on decisions impacting budget and forecast.

Possesses solid leadership communication and interpersonal skills to establish rapport with all levels of staff and Mgmt. Motivated, personable business professional, flexible and versatile- able to maintain sense of humor under pressure. Thrive in a deadline-driven environment.

EXPERIENCE

CHIEF FINANCAIL OFFICER

Private Company Texas – 02/2021 – 07/2022

Ensured all accounts payable, receivable, debts and bank recons. Prepared financial statements, provided financial analysis. Completed taxes and audits for local, state and federal government reporting.

Ability to multi-task prioritize, multiple projects in a fast paced environment providing detailed accurate organized data.

CREDIT ADMINISTRATOR – UNDERWRITER

Federal Reserve of Boston – 05/20220 – 12/2020

Worked Remotely for the Federal Reserve on the Main Street lending program. Analyzing data and approving Lenders for participation in the MSNLF, MSPLF and MSELF. Then afterword’s, approving the borrowers assigned to the lender and ultimately reviewing all the documents presented by the lender on behalf of the borrower and either approving or rejecting the loan. They are more specifics to this but I have a non-disclose agreement which prevents me from disclosing more information.

ACCOUNTING, TAX, WEALTH ADVISOR

WM Stukey & Associates, LLC CPA 02/2020 – 05/2020

Business and individual tax preparation, estate planning, financial statements, employee benefits plans, retirement planning, business planning, franchise consulting, bookkeeping, lease negotiation, cost control and financial assistance, business valuations.

REMOTE FULL CHARGE ACCOUNTING

Full Charge Bookkeeper – Accountant 8/2019

Analytical and detailed oriented managing the day-to-day accounting. Overseeing mgmt. operations of the accounting department. Developing company accounting practices, identifying profit opportunities, compliance reviews and internal audits.

Reported and resolve discrepancies in company financials. Provide monthly mgmt. reports for senior mgmt. review. Direct oversight of payroll and banking activities, including payroll taxes and sales taxes

Key results:

Provided lower cost executive level reports and training for medium sized companies transitioning into higher profits, more employees, more product demand

Vendor negotiations

Customer Collections

RELIANCE AERO PRODUCTS, LLC – DALLAS, TX

Full Charge Bookkeeper, later CFO, 2009 - 07/2019

Responsible for all aspects of accounting from receiving invoices, printing/posting checks, reconciling accounts, generating monthly P&Ls to preparing and presenting budgeted financials to the President and Vice President. Handled all the day- today accounting operations and responsible for the general ledger, A/R, and A/P for multiple entities. Also, worked closely with the executive management in planning, strategy and forecasting, as well as assist in office management. Promoted to Top Financial position to direct accounting functions.

Key results:

• Identified discrepancies and ensured accuracy of all reporting and adherence to all GAAP requirements.

• Built a finely tuned accounting department, fostering a collaborative environment that improved productivity, individual accountability and team morale.

• Negotiated below-market pricing on prime printing materials that included $100K in improvements embedded into agreement.

• Completed comprehensive valuation analysis and credit review of acquisition target, and played a key role in the due diligence effort that was crucial to successful merger.

• Uncovered $125K in accounting overpayments during a six-month period and delivered a 20% expense reduction through analytical studies of business performance

EDUCATION

Master of Science in Software Engineering, 5/1996

New York State University, Magna cum laude GPA 4.0

Bachelor of Science in Financial Management, 5/1991

University of Texas Dallas, Magna cum laude GPA 4.0

SKILL SUMMARY

Financial Analysis, Reporting and Statements

Expert Excel & MS Office: Create/ Edit, Marcos, V-Lookups, Pivot tables, Charts, Graphs, VBA

Collections

Budget & Forecast

Inventory Controls

Accounts Payable – Accounts Receivable

Quick books diamond pro advisor

Tsheets – Expensify – Gusto – Xero – ADP – Bill.com – Hubdoc – Dropbox – Remote cloud

Process payroll & payroll taxes – company timecards

Human Resources – New Hire process and paperwork

Maintain Bank and debts Activity

Deposits and Reconciliation

Maintain Accounting System

Month end, Year-end Reports

Monthly Sales Tax returns

Prep Schedules for annual tax

Multi Company Books

Contact this candidate