Years of experience: 19

Business OwnerITAccountantSales & BizDevConsultingFinance

Trust Score

Exceptionally trusted; proven professional excellence.

80%
Lisa's Career Path
Senior Business ConsultantMar. 2024 -
Mar. 2025
Aldis GroupSenior Business Consultant
New Jersey & New York City Metropolitan Area Main objective was to do a full restructure of operations as Aldis Group transitioned away from another agency partnership. • Full accounting/CRM build in Odoo giving staff new IT tools. Facilitated employee training within the platform. The build included research, department involvement, COA rebuilds, mapping, client/vendor, product/services auditing, sandbox testing, go live in Odoo SH dat...
Lisa Appel Consultant Jan. 2024 -
Apr. 2025
Lisa AppelLisa Appel Consultant
North Plainfield, New Jersey, United StatesSpecialize in senior level financial modeling, extensive monthly closings, quarterly, and annual reporting monitoring cash flow, budget lines over multiple complex entities. • Accounting department rebuilds incorporating new cloud-based accounting and H/R software for small businesses. • Senior level bookkeeping, reconciliations, and all payroll functions. • 3rd party billing Controller for E...
Divisional Accounting ManagerMar. 2023 -
Oct. 2023
Momentum SolarDivisional Accounting Manager
United StatesManaging the monthly close process for 3 subsidiaries. Analyzing and maintaining all Intercompany analysis, preparing financials for Controller. Accounting system auditor for system flaw and improvements.

Lisa's Posts

  • How I can help you

    24 year career in financial accounting, w/16-years as a Finance Controller following GAAP. Business operations, senior HR management, accounting IT/infrastructure in the NY and NJ area. Operating in the US & Global market overseeing full senior finance functions for B2B, B2C.

  • People I am looking for

    - Small Businesses - Entrepreneurs Business owners at pivotal technology crossroads common pinch point is having “Outdated” systems, IT and processes in the workplace. Path forward is technology investing $ into “infrastructure revamp” w/technology and staff training.

  • Experience & Cases

    Successfully rolled out a 17 month consulting contract for a Digital/Traditional Marketing Agency. - Migrated data from 1 acct platform to a newly architected platform built w/ Odoo - Infrastructure overhaul - Controller: Financial/ HR full functionality

  • How to contact

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