Dividend Policy and Dividend Decision Theories.pptx
Lisa steele resume
1. Lisa Steele
N50 W35303 Wisconsin Avenue, Oconomowoc, WI 53066 • H: (262) 567-3406 • C: (414) 339-9002 • lsteele40@att.net
Accounting Manager/Assistant Controller/Controller
____________________________________ Professional Summary __________________________________
Highly skilled,driven and accomplished accounting professional with over 25 years of experience with demonstrated expertise in
accounting activities,financial reporting,analysis,budgeting & forecasting,and internal controls. Superior analysis skills practiced at
drilling down to transaction/workflow details in supportofprocess and profitimprovement. Effective collaboration with bus iness
managers to resolve variances, refines forecasts,and identifies opportunities for improvement. Excellent communication skills and
proficientcomputer skills in:MS Suite, SAP, Hyperion, Citrix, TM1, Intuitive, QuickBooks Pro and Enterprise,ADP and FAS.
Demonstrated abilityto deliver results accuratelyand efficiently.
_________________________________________ Skills ___________________________________________
• Financial Reporting/Analysis • Sarbanes-Oxley(SOX)
• Variance Analysis/Costing/Inventory • Internal/External Audit
• Accounting/Internal Controls • Federal/State Tax Preparation
• Cash flow Analysis • ERP Systems
• Budgeting/Forecasting • AP/AR/GL and P&L
• Financial PolicyDevelopment • US GAAP Principles
________________________________________ Work History _________________________________________
Sox Auditor, 04/2016 to Current
(MRINetwork - Contractor), Broan-NuTone, Hartford, WI
Collect,Manage, Test, and Share Supporting Evidence w/ Audit Teams and Management.
Controller/HR & IT Manager, 09/2015 to 03/2016
WTC Machinery – Ixonia, WI
Maintain full charge of all accounting,HR and IT functions for $5M companyincluding CostAccounting,Accounts Payable, Acco unts
Receivable,General Ledger,Financial Reporting,Fixed Assets,Sales and Use Tax, Inventory Control and Payroll working closelywith
managementcommittee to review job costs and inventory, reconcile variances and identify areas for productivity and costimprovement.
Manage Accounting Assistant.
• Developed and implemented procedures for Merchandise Returns to WTC and Vendor. Export data to Excel spreadsheetand
create charts to share information with management.
• Reduced AR Collections by20% by creating collection processes with documentflow while keeping customer satisfaction.
• Streamlined formal accounting policies and procedures for preparing bank reconciliations.
• Reason for Leaving: Companydecided to go in a differentdirection
Financial and Accounting Manager, 03/2013 to 09/2015
Westpro Power Systems – Pewaukee,WI
Reported directly to the Executive Vice Presidentfor this $12M companyto prepare,examine,and analyze accounting records,
financial statements and financial reports to ensure accuracyand conformance to reporting and procedural standards. Manage daily
and monthly accounting activities,Manage Accounting Assistant,create reports for executive staff and resolve problems directedbythe
$90M parent company,FS- America.
• Developed and implemented internal controls for revenue recognition process to ensure complete SOX compliance .
• Reduced TM1 reporting from 10 to 5 business days byimproving processes for better data flow.
• Streamlined process for latestestimate and yearly budgets reducing time for reporting from 15 to 8 business days.
• Reason for Leaving: Companyclosed
Senior Financial Analyst, 01/2008 to 03/2013
Cooper Power Systems – Waukesha,WI
Reported directly to the Corporate Controller and served as liaison and resource to 30 Business Units with $1.3 billion in an nual
revenues. Performed and checked account analysis ofbalance sheetaccounts and reviewed/posted journal entries in preparation for
monthlyclose. Played a key role in collection ofdata for internal/external auditfor 10 business units (domestic),established and
implemented policies,procedures and internal controls. Liaison to foster communication between Business Units and Corporate
Finance.
• Streamlined process for comprehensive variance analysis to determine root-cause for each significantvariance while reducing
accountreconciliation completion from 30 to 7 business days for 30 division business units (includes domestic and
international).
2. • Developed and implemented process for preparation and compilation ofquarterly, monthly, and yearly corporate tax packages
(Federal,State and International).
• Spearheaded a corporate connected task with improving process for collecting data for yearly internal/external audits to help
increase productivity time by 30%.
• Reason for Leaving: Position was discontinued to companydownsizing
Accounting Manager/Human Resource Manager, 10/2006 to 01/2008
Metal Express – Hartland,WI
Reported directly to the CFO for this $16M companyand prepared monthly,quarterly and yearly financial reporting,analysis a nd
processes. Foster collaborative communication with CFOand Branch Managementregarding monthly,quarterlyand yearly financial
results,analysis including yearly budget. Execute all financial reporting,including all Human Resource functions such as: payroll,
insurance,401K and Workman’s Compensation. Manage Accounting Assistant.
• Developed and implemented procedures for compilation ofweekly/period sales and other operating reports for 16 branch
locations.
• Streamlined process for payroll processing and bank reconciliation reducing time from 6 to 2 business days.
• Improved multi-state tax reporting by streamlining process as to when to file. Coordinating with each state facility to file
quarterly, allowing more productivity time elsewhere.
• Reason for Leaving: Companywas sold
Accounting/Office Manager, 09/1999 to 10/2006
Weather-Tek Design Center – Brookfield,WI
Oversee all period,quarter and fiscal year financial activities for a $500K company. Directed all areas ofFinancial Accoun ting,
Accounts Receivable,Accounts Payable, Credit/Collections,Sales & Use Tax Reporting,Revenue Accounting, Insurance and
Managed Accounting Assistant. Served as primary person for procedural and technical questions across the organization.
• Developed and implemented procedures for creditand collections,decreasing outstanding Accounts Receivable from 60% to
3% in 6 months,by working with customer to determine bestwayof paymentin a timelymanner while conserving customer
satisfaction.
• Streamlined monthlyfinancial reports improving availabilityfrom 10 to 4 business days for a more productive meeting
environmentin addition to improved accuracy for reliability.
• Successfullyestablished improvements for accounting and financial functions within 10 months decreasing the costfor outside
CPA hours by 50%.
• Reason for Leaving: Looking to move up in my career with larger company
________________________________________ Education _________________________________________
Master of Science: Accounting, 2013
University of Phoenix – Phoenix, AZ
GPA 3.80
Graduated with Honors
Bachelor of Science: Accounting, 2005
Florida Metropolitan University (Everest University) – Tampa,FL
GPA 3.87
Graduated Magna cum Laude
Associate of Science: Accounting, 2003
Waukesha County Technical College – Pewaukee,WI
GPA 3.30
National Vocation Honor Society