Liz Jorgensen, Mpa Email & Phone Number

Tempe, Arizona, United States

Scottsdale, Arizona, United States

• Orchestrated improvements in technology and operational processes by pivoting to improved financial reporting and data analytics with modeling, resulting in increased cash reserves. • Spearheaded transformation of a non-technical agency to various cloud-based systems within first 90 days, enabling a seamless transition to remote work during COVID shutdowns.• Engineered massive CRM transformation from 18 disconnected systems with 6 databases and merchants to a single Salesforce platform with API-connected systems and 1 database.• Navigated 3 agencies through the pandemic by modeling and forecasting monthly what-if scenarios; trained directors to think strategically, resulting in improved financial results and ROI for customers. • Managed technology of a 20 year-old, 110,000 square foot building; oversaw upgrades of 5 server rooms, implemented a 1Gbps Wi-Fi network with backup, and rolled out a cloud-based phone system.• Mobilized productivity and efficiency improvements for staff members and tenants; revamped security posture to drastically improve performance against cyber-attacks.• Led HR team, providing indirect oversight for 300+ employees; led departmental restructuring by implementing improved hiring processes, establishing new processes, and updating manuals to ensure compliance with labor laws.

Tempe, Arizona, United States

• Oversaw and developed a domestic team of 12 accountants in delivering high-level financial solutions.• Transitioned to global team, including hiring, training, and developing 10 accountants in Cyber City, India within 6 months.• Coordinated 24-hour operations with cross-functional teams spanning multiple time zones, resulting in improved efficiency and increased international collaboration.

Greater Phoenix Area

• Directed finances and management accounting for $70MM franchisor, growing from 20 to 23 nationwide offices; managed cash and $10MM line of credit, loans, and banking relationships.• Streamlined all company reporting, modeling, and analytics; delivered presentations outlining monthly, quarterly, and annual results to CEO and senior leadership.• Saved company $250K+ annually through effective cost containment and procurement.• Advised CEO and Chief Leadership Team on financial decision-making processes and outcomes.• Managed Adaptive Insight weekly forecast and 2-year budget; collaborated with Division Vice Presidents to develop accurate KPIs.• Maintained constant compliance with GAAP in all practice; received ASC 606 revenue recognition standards training.• Partnered with tax firm to ensure correct and timely taxes for sale and use, federal and state.

Greater Phoenix Area

• Developed and led a financial team during a rapid 3-year expansion, increasing from 5 to 20 offices while realizing $47MM growth; managed $1.5-$6MM line of credit, loans, and banking relationships.• Supervised insurance brokers, attorneys, and auditors; processed multiple audits and negotiations to ensure correct coverage.• Oversaw and provided information for Full Business Audit, 401k, DES, Workman’s Compensation, and General Liability.• Restructured and organized accounting processes, reducing annual audit from 3 months to 3 days; shortened monthly closing from 12 to 6 days.• Administered all monthly closing tasks including journal entries, balance sheet management, and financial analysis.• Collaborated with regional directors and created financial statements for the CEO and senior management.• Received Most Valuable Employee Award in 2014 as selected by the CEO/Owner.

Greater Phoenix Area

• Directed financial and management accounting for a $75MM public affairs consulting firm.• Helped firm manage a $3.5MM line of credit, developing monthly financial statements outlining company budget and forecasting.• Built, supervised, and mentored a strong accounting team; established accounting policies and procedures across entire accounting department.• Executed month-end processes, including account analysis, reconciliation, and completion of team duties.• Consulted and advised on financial, accounting, compliance, and risk management issues in alignment with GAAP; successfully managed external auditor throughout full annual audit.

Washington Dc-Baltimore Area

• Managed corporate lines of credit including all financial/accounting functions for two of the largest transportation companies in the greater D.C. area.• Established all company accounting procedures; developed multiple new tracking systems and financial reports.• Oversaw and produced company financial statements, managing profit/cash flow analysis processes.

Washington Dc-Baltimore Area

• Developed and managed budget and orchestrated internal communications strategy for global corporate practice group.• Analyzed global corporate practice financial data and prepared financial reports/presentations as a member of the Eli Lilly and U.S. Army Public Relations Team.

Harrisburg, Pennsylvania Area

PA2K: The Commonwealth of Pennsylvania’s Year 2000 Outreach Project

Master Of Public Administration (M.P.A.), Budget And Finance

• Thesis: “Pennsylvania’s Year 2000 Team Case Study” • Guest Lecturer, Best Practices in Outreach and Public Service Conference

Bachelor Of Science (Bs), Accounting

Associates, General Education