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Lisa Phy is a seasoned professional with extensive experience in financial operations, having worked as an Accounting Controller at various companies, including Adler Group, Inc., Dempsey & Associates, Inc., ASG Securities, Inc., and McCoy Outdoor Company. She has also held senior roles at Projexions Video Supply and SSi Productions, Inc. Phy holds a Bachelor's degree in Business Administration and Management, Accounting from Florida Atlantic University. Fluent in multiple languages, including English, Lisa Phy has a strong background in financial management, accounting, and operations. Her expertise spans financial statement preparation, budgeting, and financial analysis, with a proven track record of delivering results-driven solutions.

Experience

  • Project Transition USA
    • Greater Tampa Bay Area
    • Project Transition USA Group on LinkedIn ♦ Supporting Transitioning Military & Vets
      • May 2021 - Present
      • Greater Tampa Bay Area

      As a Veteran Advocate & Military Spouse, I understand making that transition can be difficult. As a member of this group, I assist transitioning military personnel and spouses on their journey to find a new career outside of the military using LinkedIn to make the right connections. Finding just that one right connection can make all the difference in the world.Project Transition USA is a 501c3 non-profit organization dedicated to helping transitioning military veterans & their families find meaningful and rewarding civilian careers. All members of our LinkedIn group work together to utilize the powerful networking & job search technology of LinkedIn in support of this goal.In addition to managing this group, Project Transition USA was the first to conduct a LinkedIn Job Search Workshop on a U.S. military base (MacDill Air Force Base, Home of U.S. Special Operations Command (SOCOM) and U.S. Central Command (CENTCOM) -- Nov. 16, 2012). They have been conducting free monthly workshops on MacDill ever since, and plan to expand these trainings to every military base in the country.We invite you to show your support by participating in our group and hiring U.S. veterans at every opportunity!Join our group here: https://www.linkedin.com/groups/Project-Transition-USA-4842096/aboutTo learn more about Project Transition USA, visit: www.ProjectTransitionUSA.org

  • McCoy Outdoor Company
    • Mobile, Alabama
    • Accounting Controller
      • 2003 - 2006
      • Mobile, Alabama

      Reported directly to owner. Produced monthly financial statements.Reconciled daily sales receipts and cash deposits.

  • ASG Securities, Inc.
    • Fort Lauderdale, Florida | Atlanta, Georgia | New York, New York
    • Managing Partner | Financial Operations Principal (FINOP) | Chief Financial Officer
      • 1999 - 2003
      • Fort Lauderdale, Florida | Atlanta, Georgia | New York, New York

      Produced monthly financial statements for two subsidiary companies.Prepared calculation of Net Capital and Aggregate Indebtedness for Focus Report filed with the National Association of Securities Dealers and the U.S. Securities and Exchange Commission. Calculation of Daily Margin Requirement for broker/dealer trading account.Managed and calculated commissions for 25 registered representatives of three branch offices.Coordinated year-end audit and monthly reviews with public accountants. Held Series 27 and Series 7 Licenses.

  • Adler Group, Inc.
    • Miami, Florida
    • Accounting Controller
      • 1998 - 1999
      • Miami, Florida

      Consolidated financial reports for 30 commercial real estate properties.Developed and implemented procedures in initial stage of high volume acquisition period.Submitted weekly cash flow reports to Vice President of Finance.Supervised accounting staff of seven.Coordinated two year-end public audits.

  • Dempsey Companies
    • Atlanta, Georgia, United States
    • Chief Financial Officer | Financial Operations Principal (FINOP)
      • 1997 - 1998
      • Atlanta, Georgia, United States

      Produced monthly financial statements for four subsidiary companies.Prepared calculation of Net Capital and Aggregate Indebtedness for Focus Report filed with National Association of Securities Dealers and the U. S. Securities and Exchange Commission. Administration of benefits for employees and errors of omission coverage for registered representatives.Managed staff of 24 of four subsidiary companies.Reviewed commissions for 50 registered representatives and 1200 licensed insurance agents.Reconciliation of both trading and clearing accounts for broker/dealer.

  • SSi Productions, Inc.
    • Atlanta, Georgia, United States
    • Accounting Controller
      • 1996 - 1997
      • Atlanta, Georgia, United States

      Prepared monthly financial statements for multi-profit center company.Maintained $300,000 line of credit and multiple bank accounts.Maintained 3 million dollar fixed asset schedule.Integrated and implemented new accounting systems.

  • Projexions Video Supply
    • Atlanta, Georgia, United States
    • Staff Accountant 1994-1995 | Assistant Controller 1995-1996
      • 1994 - 1996
      • Atlanta, Georgia, United States

Education

  • 1990 - 1993
    Florida Atlantic University
    Bachelor's degree, Business Administration and Management, Accounting and Post Graduate Accounting Studies
  • 1987 - 1990
    University of South Florida
    Business Administration and Management, Accounting

Suggested Services

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Industry Focus. “Financial Services”

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