Lisa Wills

Partner @Whittlesey

Hartford, CT, US
EMAILS
l•••••@wadvising.com
MOBILE NUMBERS
+12•••••••89

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WORK HISTORY

Jan 2015 — Present

Partner @Whittlesey

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Hartford, MA

EDUCATION

N/A

Elms College

BA, Accounting and Business Management

SKILLS

AuditingAudits of Employee Benefit PlansFinancial AuditsGaapNonprofit OrganizationsFinancial ReportingHigher EducationAccountingDue DiligenceA-133Thought LeadershipNot for ProfitTax PreparationNcaa ComplianceGenerally Accepted Accounting Principles (Gaap)FinanceGasb

ABOUT LISA WILLS

More than 30 years of experience providing professional services to not-for-profit entities and educational institutions. Extensive experience with the preparation and delivery of results to Boards and Audit Committees. Audit experience includes financial statement audits, Uniform Guidance Audits, state compliance audits, agreed upon procedures engagements, and tax-exempt bond offerings and related due diligence procedures. Experience also includes federal and state tax filings for tax-exempt entities, and projects related to performance improvement and ratio analysis.

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