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Lisa Morgan

Professional Summary



Professional Overview



Lisa Morgan is a seasoned Financial Director with extensive experience in the financial services industry. She specializes in financial planning, analysis, and strategic decision-making, with a strong focus on driving organizational efficiency and profitability.

Experience Summary



Current Role


As the Financial Director at SpiriTrust Lutheran®, Lisa is responsible for overseeing the organization's financial operations, including budgeting, forecasting, and financial reporting. She plays a crucial role in aligning financial strategies with the company's overall business objectives, ensuring the efficient allocation of resources and the optimization of financial performance.

Career Progression


Prior to her current role, Lisa held various accounting and financial management positions, including Controller at Jenkins Restorations, In-Charge Accountant at Schultheiss & Associates, and Accounting Manager at First Data Corporation. Her extensive background in the field has allowed her to develop a comprehensive understanding of financial best practices and industry trends.

During her tenure at Ryan & Wetmore, PC, Lisa demonstrated her analytical and problem-solving skills, contributing to the firm's growth and success as a Senior Accountant. Earlier in her career, she served as a Financial Analyst and Information Systems Technologist in the United States Air Force, where she gained valuable experience in financial analysis and information technology.

Academic Background


Lisa holds a Bachelor of Science in Accounting from the University of Maryland, where she graduated with honors. She is a Certified Public Accountant (CPA) and maintains a strong commitment to continuous learning and professional development.

Areas of Expertise


  • Financial planning and analysis

  • Budgeting and forecasting

  • Financial reporting and compliance

  • Strategic decision-making

  • Process improvement and optimization

  • Team leadership and collaboration


Professional Impact


Throughout her career, Lisa has made significant contributions to the organizations she has served. At Jenkins Restorations, she played a crucial role in streamlining the company's financial operations, leading to improved efficiency and profitability. As the Accounting Manager at First Data Corporation, she spearheaded the implementation of a new financial software system, which enhanced the company's reporting capabilities and data-driven decision-making.

Conclusion


With her extensive financial expertise, strategic mindset, and proven track record of success, Lisa Morgan is well-positioned to continue driving positive organizational impact as the Financial Director at SpiriTrust Lutheran®. Her commitment to excellence, coupled with her strong leadership and collaborative skills, make her a valuable asset to any organization.