Lisa Giuffre

Senior Director, Finance and Accounting at Zeiterion Performing Arts Center
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Contact Information
us****@****om
(386) 825-5501
Location
Boston, Massachusetts, United States, US
Languages
  • English -

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Experience

    • United States
    • Entertainment Providers
    • 1 - 100 Employee
    • Senior Director, Finance and Accounting
      • Jul 2023 - Present

    • United States
    • Civic and Social Organizations
    • 1 - 100 Employee
    • Deputy Director
      • Jun 2021 - May 2022

      I led finance, human resources, technology, facilities maintenance, and administrative management systems. I worked in partnership with staff-led equity committee focused on hiring practices, building knowledge, and embedding values into all areas of our work. I designed reporting to track progress against strategic plan. I guided organization through changing COVID-19 protocols, operations process improvements, and a technology upgrade reducing time spent in project meetings and to increase availability of data. I overhauled employee handbook and drafting human resource policies. I was accountable for federal and state payroll reporting and law compliance regulating benefits and compensation, labor laws, EEO, ACA, and ERISA. I provided financial statements and recommendations to Finance, Audit, and Investment committees of Board of Directors. I oversaw bookkeeping, financial controls, procurement processes, preparation of annual audit and tax returns, adherence to accounting principles and audit procedures, as well as budgeting and monitoring annual budget, capital projects, and program budgets. I was a supportive advisor and coached others on myriad topics such as program operations, performance management, supervisory skills, talent acquisition, and leadership development. Show less

    • Independent Management Consultant
      • Jun 2019 - May 2021

      I offered advisory services to nonprofit organizations on an array of business activities to ensure optimal efficiency and grow social impact in areas of organizational development, strategic planning, leadership coaching and development, financial management, business operations, embedding values of diversity, equity, belonging, and inclusion, program development, program and organizational evaluation, board development, revenue generation, community engagement, fundraising strategies and campaigns, foundation, trust, and government grants, contracts, and corporate partners. Show less

    • Museums, Historical Sites, and Zoos
    • 1 - 100 Employee
    • Chief Operating and Financial Officer
      • Jun 2018 - May 2019

      I led and supervised finance and operations systems management, in addition to supervising HR processes including culture, leadership development, employee relations, talent management, employee payroll and benefits, contracts, offboarding, and policy making. I facilitated staff meetings and retreats. I oversaw management of IT infrastructure, equipment management, insurance, risk management, and privacy measures along with assessing and authorizing solutions. I reviewed accounts payable and receivable, attendance and sales and departmental data, resource allocation, internal financial controls, cash management, and bank relationships. I examined new business strategy opportunities and provided financial analysis. I negotiated contracts with two unions and consulted with outside counsel on legal matters, auditors, and insurance claims. I managed the security team, oversaw building inspections, facility operations, property and asset management, capital projects, construction, customer experience, and gift store and café. • Spearheaded launch of board approved Diversity, Equity, Access, and Inclusion initiative. • Accountable to annual fiscal operating budget of $7.3M, improved operating deficit by 66%, monitored internal controls, and prepared financial reports in accordance with tax regulations and knowledge of GAAP. • Provided coaching to colleagues and leveraged expertise in array of funding opportunities. • Produced measures to enhance company’s operational excellence, decision-making, and financial transparency. • Executed leadership that led to achieving consensus around shared values and norms in alignment with organization’s vision and developing strategic direction. Show less

    • Consultant
      • Sep 2016 - May 2018

      I provided leadership coaching and consultation on corporate fundraising. I designed and led board-level workshops and consultation on fundraising, governance, and strategy development. I designed vision, objectives, and program plans for educational, artistic, and civic engagement activities as well as humanities events. I presented project proposals to stakeholders. I also investigated new business partnerships and developed corporate and individual giving sponsorship opportunities. I provided leadership coaching and consultation on corporate fundraising. I designed and led board-level workshops and consultation on fundraising, governance, and strategy development. I designed vision, objectives, and program plans for educational, artistic, and civic engagement activities as well as humanities events. I presented project proposals to stakeholders. I also investigated new business partnerships and developed corporate and individual giving sponsorship opportunities.

    • United States
    • Education Administration Programs
    • 1 - 100 Employee
    • Senior Director Of Operations
      • Nov 2012 - Aug 2016

      I led strategic plan process which resulted in a redesigned organizational structure across content areas and activities such as business development, marketing, human resources, contract management, project management, and information systems to enhance daily operations. I researched, proposed, and led all grant proposal writing and processes. Collaborating with program staff, I led dissemination of new research studies and other messaging using an array of communications channels. I organized professional development opportunities to further staff skillsets and company advancement and headed training of new employees. I assessed and drafted operational policies to boost workflow and other operations processes. I wrote internal communications. • Administered business’ policy and procedures in collaboration with Executive Director. • Pioneered training courses and coaching on project management skills, business development, leadership, and technology in geographically diverse workplace. • Expanded organization’s social media engagement, oversaw development of company blog, and revamped website in addition to leading complete branding overhaul. Show less

    • United States
    • Veterinary Services
    • 1 - 100 Employee
    • Executive Director
      • Aug 2010 - Jan 2012

      With this organization, I controlled daily business operations, crafted business plans, and revenue reports in addition to developing business culture and supervising departmental heads. I communicated regularly with board members on matters of program development, business development, revenue generation, facilities management, and volunteer management strategies. I approved marketing campaigns, fundraising initiatives, HR policies, and accounting activities. I managed implementation of animal care services and programs and distributed budgeted funds accordingly. I verified operating and medical procedures to ensure compliance with shelter standards, and State laws. • Appointed as Community and Media spokesperson. • Partnered with Chief Veterinarian, revised animal care practices which produced decrease in costs and average recovery period of animals in addition to rise in animal’s overall health conditions. • Revamped business and finance functions by employing emerging industry-related technology within operations to boost efficiency and productivity in workplace. • Enhanced business’s community awareness by designing several innovative outreach programs which promoted organization’s brand identity. Show less

    • United States
    • Performing Arts
    • 1 - 100 Employee
    • Chief Operating Officer - Deputy Director
      • Jan 2005 - Jul 2010

      I oversaw annual budgeting process of $2.5M business as well as financial operations including internal controls, annual audits, revenue forecasts, payroll, business cash flows, cost-benefit analytics, and investment opportunities. I directed all areas of operations, people operations, approved staffing, and implemented employee engagement programs. I developed professional relationships with auditors, outside counsel, and suppliers as well as numerous regional department and agency officials. I managed all capital projects, advised on cost-effective business tactics, instituted business development strategies, and developed and streamlined operational procedures. I controlled office administration, facilities management, IT management, real estate management, licensing, public safety, and risk management in accordance with employment laws. I created and reviewed financial policies and business analysis reports in order to allocate budgeted funds accordingly. • Achieved operating surplus of 60% growth in profits in addition to producing 75% rise in venue rental sales for 4-years as result of exemplary leadership. • Leveraged expertise on matters of financial reporting, grant management, fundraising methods, and proposal plans. • Procured $2M in capital grants over 5-year period by gaining success in grant proposals. • Acted as Interim Chief Executive Officer and President for 10 months. • Launched strategic direction plan to increase organization’s performance metrics and financial agility. • Partnered with Audit, Business Planning, Finance, and Real Estate Committees of the Board of Directors. Show less

    • United States
    • Higher Education
    • 300 - 400 Employee
    • Adjunct Instructor, School of the Arts
      • Sep 2008 - May 2010

      Courses taught: Art and Entertainment Venue Management, Fundraising, and Event Planning and Production Courses taught: Art and Entertainment Venue Management, Fundraising, and Event Planning and Production

    • Executive Director
      • Oct 1998 - Mar 2002

      I organized several seasons at this LORT D theater which featured dance, theater, music, and family events. I provided leadership for marketing and fundraising, budget preparation, financial management and oversight, staffing, strategic planning, board development, talent management, production, and real estate management. Accomplishments include: • Created strategic business plan that focused programs and services to better serve stakeholders • Implemented school programs serving 4,600 children each year from schools in over 30 communities • Developed partnerships with Council on Aging and YMCA for an award-winning theater program • Successful state and federal proposals generating over $100,000 Show less

    • United States
    • Performing Arts
    • 1 - 100 Employee
    • Managing Director
      • 1996 - 1998

      I was the primary executive responsible for finance, administrative and production management. I partnered with Artistic Director in setting programmatic goals and developing business models and strategic plans to achieve them. I was also responsible for recruitment and coaching of staff. Accomplishments include: • Led organization through a 40% increase in total revenue • Developed annual fund campaign, created special events, and developed funding proposals • Developed comprehensive marketing plan which included branding, first ever subscription series, and audience outreach strategies including specific outreach to marginalized populations Show less

Education

  • Lesley University
    Masters in Nonprofit Organizational Management
  • The Boston Conservatory
    Bachelor of Music

Community

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