Lisa Dy, Cpa, Mba Email & Phone Number

Guiding you to achieving the greatest personal and professional goals. We work through a proven step by step process to uncover what you really want and remove what has been holding you back. I am passionate about mentoring to find your true joy and fulfillment in life.

Educating, engaging, and inspiring 25k+attendees in multiple organizations virtually and in person on topics that include but are not limited to: Leadership (self and others), confidence, habit formation, goal achievement, overcoming self-doubt, career transition, navigating significant change, EQ (Emotional Intelligence), psychological safety, employee engagement, and team collaboration.

Create and present dynamic presentations for virtual attendees. Thousands of participants have attended. Serving as a form of education and inspiration. Typically one hour in length.Feedback received after presentations:"After listening at Lisa Dy, I feel more motivated to make some changes I have been considering." ~Susan B."I loved how interactive this was, it was easy to pay attention." ~Linda P."Very positive, spoke about an issue everyone deals with from time to time and gave mental tools to implement. Communicated the tools in a "common sense" approach." ~Deborah H."Lisa gave a variety of examples of how to change your personal and professional goals for self-improvement. Very informative and thoroughly enjoyed her presentation." ~James B."It helped me understand better how to define my goals and try to increase productivity." ~Gabriella O."There was so much good information in this course, it could be extended to 90 minutes and still hold the audience's interest easily." ~Brian P.

Cleveland, Ohio, United States

Cleveland, Ohio, United States

Cleveland/Akron, Ohio Area

Key financial resource for small business owners. Provide accounting services including monthly financial statement preparation, day to day transaction activities, and year end tax support. Recommended efficiency measures, cost savings methodologies, and critical executive reporting improvements. Tax preparation for individuals, trusts, and partnerships for a local CPA firm.

Cleveland/Akron, Ohio Area

Project consulting at a $6B leader in the pressure sensitive materials industry. Addressed misapplication of funds in the credit function. Resolved issues with major Fortune 500 customers and their accounts. Obtained a significant amount of uncollected cash on multiple accounts. Discovered serious pricing and system control issues and brought to management's attention for correction. Improved accuracy of account reporting and mended strained customer relationships.In addition, worked with Corporate accounting group on system conversion from PeopleSoft to Oracle. Assisted mapping existing corporate journal entries into Oracle. Researched Oracle reports in detail for features and output, and summarized findings for the group. Recommended most useful reports for group's particular needs. Reconciled various asset and liability accounts once converted to Oracle.

-Created Operational reporting structure. Established performance measurements for revenue producing groups. Highlighted positive and negative trends that impacted profitability. Used findings to help groups re-direct efforts and change strategies to increase revenue and profitability.-Crafted executive dashboard, giving top management visibility into all relevant financial aspects of the company-Developed relationships with leaders in all functional areas of the company. Became “go-to” resource for financial or operational information for executive team.-Expedited development and refinement of data warehouse structure, making real-time, centralized reporting efficient, accurate, and consistent.-Generated detailed level reporting for revenue producing groups, enabling team management to monitor collectors and analysts. Allowed for individual performance standards and variance tracking. -Identified problem pools of portfolios that were not meeting predicted cash flow levels. Worked with portfolio management to find profit maximizing strategies for these assets.-Uncovered gaps in accounting information by having a deep understanding of the interrelationships of both the financial and operational data of the company.-Spear headed investor presentation preparation and met with prospective investors to emphasize the attractive business opportunities and potential returns within the company.-Produced staff capacity study based on knowledge gleaned from operational reporting performance metrics. Used findings to assist management in determining best allocation of in-house vs. outsource strategies.-Led and participated in multiple projects as part of the Project Management Office.-Managed analysts. Was a mentor and coach to other analysts throughout the company.

-Created potential models for the exit strategy for the firm’s largest sale in history, generating a 36x return on the investment, and increasing the fund IRR by 50%.-Closely monitored firm performance at every possible level, creating new measures and reports to capture and communicate achievement of desired firm results. Ran “what if” scenarios to forecast potential exit opportunities for existing companies.-Developed relationships with partners and teams to provide tactical and strategic guidance and support through Analytic / IT projects and Firm change initiatives. Managed business intelligence requirements and rollouts for new analytic systems.-Improved accuracy, timeliness and consistency of portfolio reporting for 80+ companies. Increased reporting efficiency by championing several automation and online tools and capabilities.-Established procedures and reports to closely monitor financing and liquidity events, enhancing cash management processes.-Managed analysts/accountants and intern program.

Pgi Certified Consultant & Coach

Mba, Business Administration And Management, General

B.S.B.A, Accounting