Lisa Winningkoff, Cpa (Inactive) Email and Phone Number
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Proven leader, trusted advisor, and entrepreneur with a high level of integrity, professionalism, and discretion whose words and actions inspire confidence and produce results.Highly accomplished Executive and Business Partner skilled in teaming with business leadership to drive initiatives and achieve organizational excellence. Trusted advisor to executive leaders and Board members with proven effectiveness in providing vision and counsel to steer the organization and shape corporate culture. Diverse experience in accounting and finance, HR, compliance and risk management, communications and employee development, along with Corporate Secretary, Board, and committee matters. A creative thinker, problem solver, and decision maker focused on continuous improvement.Entrepreneur and creator of a boutique professional services business providing print and digital photo organizing services and designing custom luxury photo albums.Highlights include:> Provided executive leadership for 7 functions, a team of 60 employees, and $37M in annual operating/benefits budgets.> Active member of steering committee that prepared, reviewed and negotiated the merger agreement for the company’s sale to Service Corporation International (SCI) for $1.4B, a 48% premium over pre-announcement stock price; drafted and communicated severance, change of control and related benefits to affected employees.> Shaped the company’s culture by leading the development and implementation of CARING cultural standards and customer service standards to support the company’s purpose statement.
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ControllerJesuit High School Of New OrleansNew Orleans, La, Us
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ControllerJesuit High School Of New Orleans Mar 2023 - PresentDirect, in partnership with the CFO, all accounting operational functions, handle the accumulation and consolidation of financial data for internal and external financial statements, evaluate accounting and internal control systems, and implement strategic initiatives across school departments.• Handle monthly and annual close of the school’s Statement of Financial Position and Statement of Activities, as well as account reconciliations and General Ledger analysis• Assist the CFO with assessment, enhancement, and oversight of finance operations, including accounts payable, billing and collections, payroll, and retirement accounts• Collaborate with the CFO and other departments (including academics, athletics, and other extracurricular activity leaders) to produce annual budget and forecasts• Prepare cash flow reports and projections at regular intervals• Coordinate with external auditors for the annual audit and on an as-needed basis• Advise, as needed, the CFO on any regulatory reporting and compliance requirements • Support strategic initiatives of the Finance Department, including software and IT implementations, review and implementation of Human Resources and benefits policies, overseeing banking and treasury relationships, and additional cross-departmental collaborations as needed
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Owner And Digital Photo SpecialistLisa Winningkoff, Llc 2015 - Mar 2023Greater New Orleans AreaEstablished a boutique service business offering expert photo organizing solutions, custom luxury photo albums, and curated digital viewing experiences to create libraries of memories for clients and preserve their photographic legacy for the future.
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Svp, Senior Administrative Officer And Corporate SecretaryStewart Enterprises, Inc. 2011 - 2015Greater New Orleans AreaAcquired by Service Corporation International in December 2013; retained in transition role until March 2015.Provided executive leadership for: Human Resources, Compensation and Benefits, Payroll, Employee Development, Compliance and Safety, Risk and Claims Management, and Corporate Records. Member of the President’s Council and Senior Executive Committee. Coordinated and attended all Board, committee and shareholder meetings; prepared read-ahead materials; documented actions of the Board and its committees; developed analyses and provided counsel on executive compensation matters.• Participated in the preparation of the merger proxy statement and oversaw the coordination of the special shareholders meeting to approve the merger. Coordinated all Compensation Committee activities to support the merger agreement, 280G calculations, and all compensation calculations and payments due at closing.• Improved financial results by $5.4M over three years through vendor negotiation, departmental reorganizations, and transformational sales organization initiatives while enhancing customer service and reducing employee turnover.• Implemented the company’s first electronic Board portal to enhance accessibility, portability, and security of Board data, and streamline the preparation of read-ahead materials.• Centralized and streamlined the recruiting and on-boarding process by implementing Silk Road’s Open Hire and Red Carpet products to create a completely paperless process. -
Vice President And Senior Administrative OfficerStewart Enterprises 2005 - 2011Greater New Orleans AreaDirected the development and implementation of executive and corporate annual incentive plans. Assisted in the development, costing, and communication of a management retention plan covering 130 executives that proved so effective that only two employees resigned during the acquisition of Stewart by SCI in 2013.• Led workforce reduction resulting in the elimination of 60 positions and savings of $5M annually.• Initiated health plan audits resulting in the removal of 400 ineligible dependents and annual savings of $300K.• Strategically designed and implemented health plan options, financial incentives, and premium differentiation aimed at minimizing cost; succeeded in keeping costs flat when industry trend was 7-10% increase.• Implemented an automatic enrollment process and retirement choice portfolios for the 401(k) plan; increased participation from less than 30% to more than 75%.• Oversaw the conversion of the HRIS and Payroll systems from ADP to Oracle.• Located 400+ dispersed employees following Hurricane Katrina; established and communicated disaster compensation and benefits; established a 501(c)(3) fund to distribute $72K in aid to employees; developed the company's first business continuity plan, and served as the Incident Management Team leader.• Directed the standardization of funeral and cemetery customer contracts across 24 states and Puerto Rico.
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Director Of Compensation And BenefitsStewart Enterprises 2004 - 2005Greater New Orleans AreaAdministered benefit plans, including deferred compensation and other executive benefits, health, dental, vision, life, accident, short- and long-term disability, 401(k), flexible spending accounts, and the employee stock purchase plan. Interacted with benefits brokers, consultants, and providers to analyze benefit offerings, complete benefits renewal, and administer annual open enrollment process. Recommended an annual merit increase target; provided consultative support to managers on compensation issues. Engaged a retirement plan consultant and led a team to select a new 401(k) provider and investment alternatives.
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Director Of ComplianceStewart Enterprises 2002 - 2004Greater New Orleans AreaResearched changes in state laws; determined impact on contracts and documents; recommended modifications as needed. Led two project teams of subject matter experts to develop and draft the company’s first standard operating procedures manuals for funeral homes and cemeteries to enhance customer service, increase consistency, and minimize risk.
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Assistant Treasurer And Assistant SecretaryStewart Enterprises 1998 - 2002Greater New Orleans AreaOversaw domestic cash management function, including banking relationships. Determined short- and long-term capital requirements, analyzed funding alternatives, developed recommendations, and executed transactions. Completed a $1B refinancing transaction, including tendering for and redeeming existing public debt, executing a syndicated senior credit facility, and issuing senior subordinated notes. Administered the company stock option program for directors, officers, and approximately 200 employees; researched and implemented software to automate manual stock option processes.
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Assistant Controller | Director Of Accounting | Manager Of Sec Reporting | Financial AccountantStewart Enterprises 1991 - 1998Greater New Orleans AreaHandled external financial reporting, including registration statements for the company’s IPO, debt and secondary equity offerings, and employee benefit plans (Forms S-1, S-3 and S-8); regular and special SEC filings (Forms 10-K, 10-Q, and 8-K); and filings required for directors and executive officers (Forms 3, 4, 5 and 144). Prepared filings with the Department of Justice under the Hart-Scott-Rodino Antitrust Improvements Act during a period of heavy acquisition activity. Created the company’s first PowerPoint investor presentation, replacing antiquated 35mm slides.
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Senior AuditorArthur Andersen & Co. 1987 - 1991New Orleans, Louisiana
Lisa Winningkoff, Cpa (Inactive) Education Details
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Magna Cum Laude
Frequently Asked Questions about Lisa Winningkoff, Cpa (Inactive)
What company does Lisa Winningkoff, Cpa (Inactive) work for?
Lisa Winningkoff, Cpa (Inactive) works for Jesuit High School Of New Orleans
What is Lisa Winningkoff, Cpa (Inactive)'s role at the current company?
Lisa Winningkoff, Cpa (Inactive)'s current role is Controller.
What is Lisa Winningkoff, Cpa (Inactive)'s email address?
Lisa Winningkoff, Cpa (Inactive)'s email address is li****@****hoo.com
What is Lisa Winningkoff, Cpa (Inactive)'s direct phone number?
Lisa Winningkoff, Cpa (Inactive)'s direct phone number is (504) 729*****
What schools did Lisa Winningkoff, Cpa (Inactive) attend?
Lisa Winningkoff, Cpa (Inactive) attended University Of New Orleans.
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