Lisa Tancredi, Cpa, Cgma
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Lisa Tancredi, Cpa, Cgma Email & Phone Number

Chief Financial Officer at Napoli Shkolnik
Location: New York City Metropolitan Area, United States 4 work roles 1 school
1 work email found @napolilaw.com 3 phones found area 212 and 844 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email l****@napolilaw.com
Direct phone (212) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Chief Financial Officer
Location
New York City Metropolitan Area, United States

Who is Lisa Tancredi, Cpa, Cgma? Overview

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Quick answer

Lisa Tancredi, Cpa, Cgma is listed as Chief Financial Officer at Napoli Shkolnik, based in New York City Metropolitan Area, United States. AeroLeads shows a work email signal at napolilaw.com, phone signal with area code 212, 844, and a matched LinkedIn profile for Lisa Tancredi, Cpa, Cgma.

Lisa Tancredi, Cpa, Cgma previously worked as Director of Finance at Harold Levinson Associates and AVP - Financial Reporting at Autoone Insurance, Division Of Onebeacon Insurance Company. Lisa Tancredi, Cpa, Cgma holds Bs, Accounting from Liu Post.

Company email context

Email format at Napoli Shkolnik

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*@napolilaw.com
68% confidence

AeroLeads found 1 current-domain work email signal for Lisa Tancredi, Cpa, Cgma. Compare company email patterns before reaching out.

Profile bio

About Lisa Tancredi, Cpa, Cgma

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

Listed skills include Financial Reporting, Sarbanes Oxley Act, Process Improvement, Finance, and 40 others.

Current workplace

Lisa Tancredi, Cpa, Cgma's current company

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Napoli Shkolnik
Napoli Shkolnik
Chief Financial Officer
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4 roles

Lisa Tancredi, Cpa, Cgma work experience

A career timeline built from the work history available for this profile.

Chief Financial Officer

Current

New York, New York, Us

Napoli 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.

Mar 2016 - Present

Director Of Finance

Harold Levinson Associates

Harold Levinson Associates is the largest distributor of Cigarettes, Fine Cigars, Candy and Grocery items to Convenience stores in the entire Northeast Region.

Oct 2012 - Mar 2016

Avp - Financial Reporting

Autoone Insurance, Division Of Onebeacon Insurance Company

Reported 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.

May 2002 - Feb 2012

Vice President - Finance

The Robert Plan Corporation

A $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.

Jul 1992 - Mar 2002
1 education record

Lisa Tancredi, Cpa, Cgma education

  • Liu Post
    Liu Post
    Accounting
FAQ

Frequently asked questions about Lisa Tancredi, Cpa, Cgma

Quick answers generated from the profile data available on this page.

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 Napoli Shkolnik?

Lisa Tancredi, Cpa, Cgma is listed as Chief Financial Officer at Napoli Shkolnik.

What is Lisa Tancredi, Cpa, Cgma's email address?

AeroLeads has found 1 work email signal at @napolilaw.com for Lisa Tancredi, Cpa, Cgma at Napoli Shkolnik.

What is Lisa Tancredi, Cpa, Cgma's phone number?

AeroLeads has found 3 phone signal(s) with area code 212, 844 for Lisa Tancredi, Cpa, Cgma at Napoli Shkolnik.

Where is Lisa Tancredi, Cpa, Cgma based?

Lisa Tancredi, Cpa, Cgma is based in New York City Metropolitan Area, United States while working with Napoli Shkolnik.

What companies has Lisa Tancredi, Cpa, Cgma worked for?

Lisa Tancredi, Cpa, Cgma has worked for Napoli Shkolnik, Harold Levinson Associates, Autoone Insurance, Division Of Onebeacon Insurance Company, and The Robert Plan Corporation.

How can I contact Lisa Tancredi, Cpa, Cgma?

You can use AeroLeads to view verified contact signals for Lisa Tancredi, Cpa, Cgma at Napoli Shkolnik, including work email, phone, and LinkedIn data when available.

What schools did Lisa Tancredi, Cpa, Cgma attend?

Lisa Tancredi, Cpa, Cgma holds Bs, Accounting from Liu Post.

What skills is Lisa Tancredi, Cpa, Cgma known for?

Lisa Tancredi, Cpa, Cgma is listed with skills including Financial Reporting, Sarbanes Oxley Act, Process Improvement, Finance, Management, Internal Controls, Accounting, and Forecasting.

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