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Wendy S. Lewis, Cpa, Cgma

Chief Financial Officer at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Jim R. Smith &amp; Company</span>
Intro Book
Experienced CPA and CGMA with expertise in financial accounting, tax, and general accounting.
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Location
Houston, Texas, United States, US
Skills
  • Cpa
  • Cgma
  • Financial Accounting
  • Us Gaap
  • Tax
  • Show all
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Bio

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Wendy S. Lewis is a seasoned CPA and CGMA with 21 years of experience in financial accounting, tax, and general accounting. She has held various leadership roles, including Chief Financial Officer and Controller, and has managed large investments and family trusts. She holds a Bachelor of Business Administration degree from The University of Texas at San Antonio.

Credentials

  • CGMA - Chartered Global Management Accountant
    AICPA/CIMA
    Jun, 2012
    - May, 2026
  • Certified Public Accountant
    State of Texas
    Nov, 1991
    - May, 2026

Experience

  • Jim R. Smith & Company
    • Chief Financial Officer
      • Sep 2000 - Dec 2021

      Responsible for all financial accounting aspects for almost 2,000,000 square feet of retail shopping centers, including financial reporting, treasury management, tax return preparation, human resources, and a large variety of special projects as needed. Manage with owner a large number of outsid...

  • TTC Management/Coach Properties
    • Controller
      • Mar 1993 - Jul 2000
  • Real Estate Management Company
    • Houston, Texas
    • Controller
      • 1991 - 1993
      • Houston, Texas

      Commercial Real Estate Management Company. Controller.

  • Sam Houston State University
    • Accountant III
      • Nov 1988 - Nov 1991
  • Public Accounting
    • Huntsville, Texas
    • Staff Accountant
      • 1985 - 1988
      • Huntsville, Texas

      Tax, audit, client write-up, and advisory services.

  • Qunicy Lee
    • San Antonio, Texas
    • Accountant
      • 1982 - 1985
      • San Antonio, Texas

      Commercial Real Estate Developer, Owner, Manager. Managerial Real Estate Accountant.

  • Public Accounting
    • San Antonio, Texas
    • Staff Accountant
      • 1981 - 1982
      • San Antonio, Texas

      1.5 years experience in tax, audit, client write-up, and advisory services.

Education

  • 1977 - 1983
    The University of Texas at San Antonio
  • 1972 - 1977
    John Marshall High School, San Antonio Texas

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Accounting and Auditing”

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