Lisa Paulk, Cpa Email & Phone Number
@siegfriedgroup.com
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Who is Lisa Paulk, Cpa? Overview
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Lisa Paulk, Cpa is listed as Co-Founder - Chief Strategy and Growth Officer at BGL Advisors, LLC., based in Houston, Texas, United States. AeroLeads shows a work email signal at siegfriedgroup.com and a matched LinkedIn profile for Lisa Paulk, Cpa.
Lisa Paulk, Cpa previously worked as SVP and National Managing Director at The Siegfried Group and SVP & Southwest Regional Managing Director at The Siegfried Group. Lisa Paulk, Cpa holds Master Of Science Degree from The University Of Texas At San Antonio.
Email format at BGL Advisors, LLC.
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AeroLeads found 1 current-domain work email signal for Lisa Paulk, Cpa. Compare company email patterns before reaching out.
About Lisa Paulk, Cpa
As a Regional Market Leader at The Siegfried Group, I am motivated by bringing value to our clients to solve their accounting or finance challenges while increasing efficiency and effectiveness of the teams. I work with our teams to create compelling relationships with leading financial executives, serving as a Leadership Advisor, to help them become more successful leaders in their organizations. I am focused on partnering with our teams and clients to develop and provide solutions to increase the value of their accounting and finance teams. We support our clients through achieving their top priorities and enhancing their results. Our projects Controllership & Financial ReportingTransactional Activity SupportStrategic Initiatives & Special ProjectsFinanceProcess ImprovementIncreasing Shareholder Value
Listed skills include Leadership, Auditing, Cpa, Accounting, and 16 others.
Lisa Paulk, Cpa's current company
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Lisa Paulk, Cpa work experience
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Svp And National Managing Director
Current
Svp & Southwest Regional Managing Director
Current
Svp & West Region Managing Director
Current
Senior Vice President And South Region Market Leader
Current
Vice President & Regional Market Leader
CurrentAs a Regional Market Leader for the South my responsibilities include:- Leading the South Markets, fostering strong client relationships, building brand awareness, facilitating sales, building successful agency relationships and leading of the local team of professionals.- Enhancing financial executives clarity around their personal and professional goals through Leadership Advisory.
Managing Director
CurrentAs a Managing Director my responsibilities include:- Leading the Houston Metropolitan Market, fostering strong client relationships, building brand awareness, facilitating sales, building successful agency relationships and leading of the local team of professionals.- Enhancing financial executives clarity around their personal and professional goals through Leadership Advisory. - Helping other professionals achieve a bigger future by becoming exceptional leaders.- Ensuring the highest level of service is maintained through regular communications and Performance Assurance Reviews with clients.
Director
CurrentAs a Director my responsibilities include:• Responsible for business development, new client acquisition and exceptional client service.• Present solutions, negotiate terms, and secure profitable assignments.• Effectively generate, qualify, and close leads.• Deploying our professionals on interesting and challenging engagements that support a positive, connected environment for Siegfried Professional Resources.• Ensuring the highest level of service is maintained through regular communications and Performance Assurance Reviews with clients.• Collaborating with other members of Siegfried’s regional and local leadership team to achieve firm goals.• Participating in the execution of the Firm’s hiring, retention, employee management and profitable growth strategies.• Working collaboratively with the Recruiting Directors to participate in interviews and serve as one of the key decision makers on candidates hired in the market.• Working collaboratively with the Professional Resource Directors to mentor and coach Professional Resources.
Accounting Advisory Council
Current• Advise the Department Chair and faculty of the Accounting and International Business (ACCI) program on matters related to accounting education, curriculum, training, research, service, and professionaldevelopment.• Recommend actions to enhance public awareness of and engagement with the ACCI programs and services.• Respond on behalf of the accounting industry to questions regarding industry needs or requirements and the program's capacity to respond.• Provide support for the ACCI program to including support such as public advocacy, student internship and career connections.• Additional items as required by program accreditation.
Marilyn Davies College Of Business Dean’S Advisory Board
Current
Corporate Fellow - Mba Program
CurrentCo-leading MBA accounting and finance content instruction both in the application of authoritative guidance and in practice, additionally providing mentorship and leadership advisory.
Board Of Directors Fy 2017-2024 And Member
CurrentThe Texas Society of Certified Public Accountants (TSCPA) is a nonprofit, voluntary, professional organization representing Texas CPAs. TSCPA has 20 local chapters statewide and has 28,000 members. The Society is committed to serving the public interest with programs that advance the highest standards of ethics and practice within the CPA profession.
Board Member Fy 2017 - 2021 - Membership Committee Co-Chair Fy2015 & Fy2016 - Member Since 2010
CurrentThe Houston CPA Society, a chapter of the Texas Society of CPAs (TSCPA). TSCPA is Texas' professional association for CPAs with 28,000 members in public practice, business and industry, government, and education.With over 8,000 members in the Houston Society, we are committed to promoting excellence in the accounting profession! If you are not a HCPAS member, join today! http://www.HoustonCPA.org
Principal
Specializing in the application of accounting principles, evaluation of internal controls, reporting of material conditions and/or potential fraud that may exist; financial analysis of the projected and historical operating performance as well as the preparation of financial forecasts; financial due diligence of investment and acquisition opportunities; general ledger account simplification and financial performance improvement.
Manager - Fraud Investigation & Dispute Services
As a Manager in Fraud Investigation & Dispute lead projects that address the challenges and risks of doing business in today's environment. To include but not limited to investigating unusual financial activity, perform electronic evidence discovery and review financial reports — all with the sensitivity and urgency you require and to support our expert witness testimony.
Manager - Assurance And Advisory Services
Leading financial statement review and audits for my Fortune 50 clients as well as smaller public and private clients. National Instructor for EY - leading Senior Trainings accros the USLed firms recruiting intatives at strategic schools in the Southwest and Southeast regions
Senior Auditor
Supported the assurance team for our Large Cap and Middle Markets clients in the Aviation, Manufacturing and Oil and Gas Industries.
Lisa Paulk, Cpa education
Master Of Science Degree
Bachelor Degree
Education record
Education record
Frequently asked questions about Lisa Paulk, Cpa
Quick answers generated from the profile data available on this page.
What company does Lisa Paulk, Cpa work for?
Lisa Paulk, Cpa works for BGL Advisors, LLC..
What is Lisa Paulk, Cpa's role at BGL Advisors, LLC.?
Lisa Paulk, Cpa is listed as Co-Founder - Chief Strategy and Growth Officer at BGL Advisors, LLC..
What is Lisa Paulk, Cpa's email address?
AeroLeads has found 1 work email signal at @siegfriedgroup.com for Lisa Paulk, Cpa at BGL Advisors, LLC..
Where is Lisa Paulk, Cpa based?
Lisa Paulk, Cpa is based in Houston, Texas, United States while working with BGL Advisors, LLC..
What companies has Lisa Paulk, Cpa worked for?
Lisa Paulk, Cpa has worked for Bgl Advisors, Llc., The Siegfried Group, University Of Houston-Downtown, Texas Society Of Cpas, and Txcpa Houston.
How can I contact Lisa Paulk, Cpa?
You can use AeroLeads to view verified contact signals for Lisa Paulk, Cpa at BGL Advisors, LLC., including work email, phone, and LinkedIn data when available.
What schools did Lisa Paulk, Cpa attend?
Lisa Paulk, Cpa holds Master Of Science Degree from The University Of Texas At San Antonio.
What skills is Lisa Paulk, Cpa known for?
Lisa Paulk, Cpa is listed with skills including Leadership, Auditing, Cpa, Accounting, Generally Accepted Accounting Principles, Finance, Sec Filings, and U.S. Sec Filings.
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