Melanie Lis
Interim CFO Professional
- Role
- Senior Manager at Herbein Company, Inc
- Location
- Reading, PA, US
- LinkedIn followers
- 500 followers
About Melanie Lis
Enthusiastic accounting professional with 25 years experience in a variety of different…
Experience
Senior Manager
May 2023 — Present · US
Herbein + Company, Inc.(Herbein) is a leading Mid-Atlantic CPA advisory firm specializing in creating impact for clients and helping them succeed confidently. Herbein’s On Demad Accounting and Advisory Services (ODAAS) team allows businesses to choose the service mix from a comprehensive menu of services that maximizes the balance between cost and benefits. As a consultant within this department, I assist businesses as both a strategic advisor (CFO) and operational advisor (Controller) with a range of services including:• Forecasting and strategic planning for future operations by developing adjustable metrics and models.• Structuring accounting and finance departments including the hiring process for accounting personnel.• Developing efficient workflow for accounting processes.• Training, mentoring, and evaluating all accounting/finance department members.• Developing policies to strengthen the company’s internal control environment.• Developing rolling cash flow forecasts and corresponding investment strategies.• Assisting with the initial design and implementation of an accounting system.• Creating a budgeting process and timeline.• Assisting with succession planning for organizations.• Assisting in all finance-related decisions and activities.• Assisting with evaluating future transactions such as mergers, acquisitions, reductions, spin-offs, moves, and leasing arrangements.• Interacting with external accountants and auditors to satisfy compliance needs including assistance with selecting auditors.• Assist with month-end closes.• Provide guidance and support for recording complex accounting transactions.• Monitoring and calculating loan covenants.• Assistance with the implementation of new accounting standards.• Assistance with preparing workpapers for external auditors and accountants.
Education
Albright College
Bachelor of Science (BS), Accounting
1989 — 1993
Alvernia University
Master of Business Administration (MBA), Accounting and Finance
2002 — 2003
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