1 (917) 686 -3181
www.artzgarage.com
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LinkedIn
Lisa Appel | 24-year career in financial accounting, with 16-years as a Finance Controller following GAAP. Business
operations, senior HR management, accounting IT/infrastructure in the New York City and New Jersey area. Operating in the
US & Global market overseeing full senior finance functions for B2B, B2C, and C2C business models.
EDUCATION
EXPERTISE
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Modeling, KPI’s, budget, and cash flow monitoring
Executive financial reporting
Human Resources/people operations and culture
Talent acquisition/staff training and terminations
Payroll Specialist, benefits administration, 401K
E-commerce, payment processing, high level banking,
financial relationships. Business insurance
policies/compliance
San Francisco State University
San Francisco, CA
September 1994 – May 1998
Bachelor of Arts in Finance: Extensive finance, business, and
accounting coursework.
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Auditing/compliance | Multiple state tax filings, and
CPA liaison
Advanced College Coursework: Studied sculpture under Lori
Goulet for two years. Additional coursework includes welding
and fabrication in various metals.
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Controller/Senior level Accounting Manager: A/R, A/P,
month-end closing, complex journal entries,
intercompany recognitions, IIF engineering
Antonelli Art Institute of Art & Photography
Sr. Account Management on ERP/CRM & HR cloudbased software’s client range is 5-20 million in
revenue.
Complex acquisitions and full cycle implementation
Associate Degree of Photography: Studied all photography &
studio coursework.
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Art Students League
July 1999 – September 2001
New York, NY
Plymouth Meeting, PA
September 1992 – May 1994
EXPERIENCE
Consultant
Lisa Appel Consulting
(Client projects) listed on LinkedIn
New Jersey, National / Current
Specialize in senior level financial modeling, extensive monthly closings, quarterly, and annual reporting monitoring, cash flow,
budget lines over multiple complex entities.
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Accounting IT infrastructure rebuilds, incorporating new cutting-edge cloud-based accounting ERP/CRM and HR software
for small/mid-size businesses.
Senior level accounting, staff management, reconciliations, all HR, payroll and benefit functions.
2nd & 3rd party billing Controller for Entrepreneurs with millions in venture capital investments in various industries.
Director of Finance
C Systems Global, Confluence Global
Edison, NJ / November 2019 - April 2021
Lead finance for 3 global technology firms specializing in database software, website, and technology support services to
associations and non-profit organizations serving clients throughout North America, UK, Europe, and Australia. Company size was
28+ nationwide, 8+ international employees, 12+ sub-contractors.
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Executed a 36 month “Cost Sharing Audit” of billable/non-billable shared labor and expenditures, which resulted in updated
financial models and intercompany partner shares payouts.
Burn Rates Analysis decreased billable project resources with 15% project profit gains.
1 (917) 686 -3181
Controller
BOC Partners, Inc. / Aldis Group, LLC
www.artzgarage.com
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LinkedIn
Westfield & Rutherford, NJ / June 2017 -November 2019
Controller for a Digital Marketing & Advertising Agency with 2 NJ offices reporting to two Partners overseeing all aspects of finance
for 3 entities specializing in automotive marketing.
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Effectively managed an accounting team of 3- members, and 3-account managers with a 55-client list.
Client budget auditing against agency profit margins with client’s average spend of 20K -50K monthly on all marketing
solutions increasing sales growth for agency based on our KPI’s. Agency financials successfully aligned with projected
models.
Assistant Controller/HR Manager
Scratch Music Group, Inc.
New York, NY / September 2009 - April 2017
Finance & HR Support to 75+ nationwide employees across brick-and-mortar locations across 7+ major US cities for our divisional
service offering in all DJ Entertainment.
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Managed a national accounting team located in our brick-motor locations overseeing all the senior level accounting,
deferring revenue based on business model of the divisions and acquired companies.
Engineered a IIF & process that improved our A/P by 50%, further escalated to 100% on executing direct deposits for 1099
DJ contractor bi-weekly pay.
Implemented a virtual payment processing systems for each location so our employees could process payments from a
virtual desktop application.
Slashed payroll/benefits administration costs 20% by negotiating pricing and fees, while ensuring the continuation and
enhancements of services.
Spearheaded the financial/HR quickfire rollout of 5 DJ company acquisitions in various states at the same time when we
achieved our venture capital funding rounds.
Culture Guru for company staff, and key administrative contact for all departments.
Business Manager/Bookkeeper
Agenda, LLC
New York, NY / September 2006 – September 2009
Business Manager and Bookkeeper for a New York based strategy and design agency with 19+ employees that specialized in White
Papers for major fortune 500 companies.
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Oversaw client estimates, contractual obligations with compliance parameters, and all aspects of senior level bookkeeping
working closely with the senior account management group.
Played a key role in implementing new project management administrative software. Pro-active with in-house purchasing,
vendor relationships, business development and office culture.
Tech Stack
Accounting
§ QuickBooks: Desktop Pro/QB
Enterprise/QB On-line (Advanced +,
Essential & Simple Smart
§ NetSuite (ERP/CRM)
§ Odoo (ERP/CRM)
§ Sage Intacct, Bill.com/Xero
§ Financial Model Reporting:
§ Fathom & Modeloptics
Payroll & Benefits Platforms
§ ADP (ADP Run)
§ PayChex,
Paylocity, Gusto
PEO’S:
§ Inspertity
§ PEO Canada
§ TriNet, G&A
§ TopBranch UK
IT & Marketing
§ CRM’s: ConnectWise, FileMaker, Zoom, Slack,
Harvest, Ninety, Trainual, Todoist, Visme
§ Adobe Creative Suite: Photoshop, Lightrooms
and Illustrator. All Adobe product/platforms.
§ Microsoft Office 365/Apple: All products &
Apps.
§ Social media: Facebook/Instagram, Google
marketing platforms, SEM, SEO, MailChimp,
Constant Contact, GoDaddy, Squarespace.
