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Financial executive with a strong track record of translating business strategies into operational successes in high growth, start-up and transitioning environments for privately held and publicly traded companies ranging in size from $5M to $1B+. Member of management team that built start up insurance company that generated over $1.7B in earned revenues through the end of 2011. Designed and implemented all aspects of company’s financial operations to comply with SEC/SOX reporting requirements. Part of team that led the process to successfully sell the company.Developed and executed on short and long term business strategies that reduced costs, improved business performance, increased morale and generated new revenue streams. Streamlined and enhanced financial reporting processes to deliver real-time strategic business analysis. Provided management with meaningful insight on current operating trends that were impacting business performance.Specialties: - Financial Statement Reporting- Managing and Developing Budgets/Forecasts - Strategic Planning - Process Improvement & Design - Financial System Implementations - Profitability & Cost Analysis - Internal Controls & SOX Compliance - Change Management
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Chief Financial OfficerNapoli Shkolnik Mar 2016 - PresentNew York, New York, UsNapoli Shkolnik PLLC is a national litigation firm headquartered in New York City with additional office locations in New Jersey, Long Island, Pennsylvania, California, Delaware, Florida, Texas, and Illinois. We represent victims across the country in complex litigation, arbitration and mediation related to a number of practice areas, including Medical Malpractice, Environmental Litigation, Aviation Accidents, Mesothelioma, and Civil rights. We also handle FELA Accidents, Social Security Disability Insurance (SSDI) claims for injured and disabled workers and assist responders and survivors of September 11, 2001, World Trade Center Claims attacks on the United States with claims for compensation and medical care through the 9/11 Victim Compensation Fund. -
Director Of FinanceHarold Levinson Associates Oct 2012 - Mar 2016Harold Levinson Associates is the largest distributor of Cigarettes, Fine Cigars, Candy and Grocery items to Convenience stores in the entire Northeast Region.
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Avp - Financial ReportingAutoone Insurance, Division Of Onebeacon Insurance Company May 2002 - Feb 2012Reported to CEO, with responsibility for all finance and accounting functions including financial reporting, budgeting, forecasting, variance and trend analysis, SOX and corporate compliance, business continuity, commission accounting, billing, accounts payable, accounts receivable and collections. Responsible for identifying and mitigating business and operational risks. Staff of 12. Director-Financial Reporting (2002 -2005) Hired by CFO to build and lead all aspects of start-up company’s finance operations to be compliant with GAAP, SEC and SOX reporting requirements, including selecting, training and mentoring Finance staff. • Established banking relationships, managed funding requirements, provided cash flow projections to Parent, collected and processed premium payments, and installed electronic payment solutions.• Created, documented and installed all financial reporting, general accounting, budgeting, forecasting, treasury, and internal control processes. Negotiated, purchased and implemented all finance systems.
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Vice President - FinanceThe Robert Plan Corporation Jul 1992 - Mar 2002A $500 million privately held holding company with with 21 subsidiaries (14 non-regulated servicing entities and 7 regulated property and casualty insurance companies). Vice President-Finance (1999-2002) Reported to CFO, with responsibility for corporate finance function, directed the coordination and administration of all aspects of financial operations, including financial reporting, general accounting, budgeting, forecasting, fiduciary treasury, and strategic planning initiatives. Staff of 30.Director-Finance (1997-1999) Reported to Vice President-Finance, with responsibility for preparing and analyzing the consolidated operating results including writing all required footnote disclosures for eight separate audited GAAP and Statutory financial statements. Managed year-end audits with external auditors and regulators. Staff of 30. Manager (1994-1997)/Staff Accountant (1992-1994)Managed all finance, accounting and budget functions for 10 subsidiaries with $160 million in revenue, including variance analysis, settlement of fiduciary balances, and deferred revenue accounting. Staff of 10.
Lisa Tancredi, Cpa, Cgma Skills
Lisa Tancredi, Cpa, Cgma Education Details
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Liu PostAccounting
Frequently Asked Questions about Lisa Tancredi, Cpa, Cgma
What company does Lisa Tancredi, Cpa, Cgma work for?
Lisa Tancredi, Cpa, Cgma works for Napoli Shkolnik
What is Lisa Tancredi, Cpa, Cgma's role at the current company?
Lisa Tancredi, Cpa, Cgma's current role is Chief Financial Officer.
What is Lisa Tancredi, Cpa, Cgma's email address?
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What schools did Lisa Tancredi, Cpa, Cgma attend?
Lisa Tancredi, Cpa, Cgma attended Liu Post.
What skills is Lisa Tancredi, Cpa, Cgma known for?
Lisa Tancredi, Cpa, Cgma has skills like Financial Reporting, Sarbanes Oxley Act, Process Improvement, Finance, Management, Internal Controls, Accounting, Forecasting, Strategic Planning, Financial Analysis, Analysis, Insurance.
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