Lisa Wainwright Email & Phone Number

Raleigh, North Carolina

Cary, North Carolina

• Perform monthly accounting services for large family office group to include analysis, reconciliation and accurate tracking of investments and personal financial information.• Prepare annual individual and trust income tax returns for large commercial real estate developer.• Assist, plan and coordinate professional advisors with respect to income tax planning and cash flow analysis regarding family office investments

Raleigh, North Carolina

• Managed and supervised domestic and global audit engagements for up to 30 privately owned companies for a diverse client base in food/textile manufacturing, venture capital, real estate, and retail industries.• Researched and presented audit findings and technical issues to management and audit committee. • Monitored engagement economics by tracking hours and instigating invoices to ensure engagement profitability.• Served on committee to plan and organize quarterly events for newly formed firm women’s initiatives.

Greenville, South Carolina

• Conducted annual audits of financial statements and employee benefit plans for up to 10 large clients (revenues greater than $100 Million) including grocery chains, not for profits, manufacturing, and equipment sales organizations.