Andrea Lilly, Cfe Email & Phone Number

Livonia, Mi, Us

Completes annual duties to maintain compliance with federal and state franchise regulations, including the Franchise Disclosure Document;Develops franchise governance protocols, processes, tools and templates to manage compliance with franchise agreements;Works with cross-departmental teams in developing policy and practice related to franchise operations and guides decisions within limits of franchise program.;Identifies material standards of the franchise system and ensures appropriate documentation for enforcement;Maintains tracking tools to ensure franchisees adhere to requirements contained in franchise agreements and to identify trends;Works with outside counsel to coordinate state registration filings, provides responses to the requests for additional information from state examiners, and communicates status of state registrations to the Franchising Team;Assists the CEO/Founder and COO in the execution of short and long-term plans and budgets based on corporate goals and growth objectives;Works with and support franchisees in various aspects;Defines, benchmarks and implements operational best practices

Livonia, Mi, Us

Completes annual duties to maintain compliance with federal and state franchise regulations, including updates to the Franchise Disclosure Document.Works with cross-departmental teams in developing policy and practice related to franchise operations and guides decisions within limits of franchise program. Identifies material standards of the franchise system and ensures appropriate documentation for enforcement.Maintains tracking tools to ensure franchisees adhere to requirements contained in franchise agreements and to identify trends.Works with outside counsel to coordinate state registration filings, provides responses to the requests for additional information from state examiners, and communicates status of state registrations to the Franchising Team.Assists the President/Founder in the execution of short and long-term plans and budgets based on corporate goals and growth objectives.Works with and support the franchisees in various aspects.Manages all aspects of accounting; invoicing, financial statements, general ledger, cost accounting, payroll, accounts payable, accounts receivable, budgeting, tax compliance,, revenue recognition and various special analyses.Defines, benchmarks and implements operational best practices.Prepares monthly/annual financial reports.

Minneapolis, Us

Prepared and interpreted monthly financial statements and reported key variances to the CEO and board of directors.Partnered with operational departments, including Human Resources, Marketing and IT, to create and maintain budget, forecast and actual financial data and related reports. Monitored and forecasted cash flow position to manage short and long term cash needs.Lead real estate operations for 11 offices (52,000 sq. ft.) nationwide, including space planning, lease negotiation, expansion and relocation, and move management. Manages expense reporting process and created indicators to control and reduce spending for billable consultants.Managed and authorized weekly accounts payable run and lead project to automate vendor payment process to create process efficiency and manage cash flow.Reviewed master services agreements and statements of work to report key deviations and assisted client relationship managers in ensuring the appropriate protection of the firm’s assets and resources.Managed shareholder relations including communications, transactions and annual stock valuation.

Livonia, Mi, Us

Prepared and reported monthly financial statements and key performance indicators to the owner/president. Managed payroll cycle for 40 employees and doctors, including all state and federal tax filings. Communicated with vendors to establish and maintain relationships and ensure the accuracy of invoice payment.Managed a department of four, including establishing goals, providing constructive feedback and increasing motivation.

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Prepared loan schedules of the FFIEC 041-Consolidated Report of Condition and Income, monthly parent company financial statements and all related regulatory reports. Monitored credit quality through the review of borrower financial information to identify problem loans and assess and mitigate risk.Supported Chief Lending Officer with regulatory reviews and bank audits.

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Analyzed financial statements and tax returns of commercial borrowers for cash flow determination and completed pre- and post-closing loan documentation review.Prepared commercial loan reports for presentation to senior management and the board of directors.

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Kalamazoo, Mi, Us