Director of Team Operations
Lisa is the Director of Team Operations. In this role, Lisa is responsible for the Operations of our domestic accounting teams. She works closely with our Controllers and their team members for effective team management, client facilitation, customer service and on-going support of the relationships. Each team provides various levels of accounting department services to our clients, including presentations each month of the operational financial statements. Within this overall scope of service, the teams work hard to create an atmosphere for Lifelong Learning, not only for our clients’ businesses but for our team members’ experience as well.
Lisa first joined Venturity in 2006 as an Assistant Controller, working within the team dynamic and providing client support through month-end close and financial statement preparation. In 2011, she was promoted to a Controller and managed a team, serving clients in retail, manufacturing, and the non-profit sector. In 2014, she was promoted to her current role as Director of Team Operations.
Prior to joining Venturity Lisa had several years of operational and leadership experience. She began her career at a private CPA firm in Garland, TX focusing fully within the Client Write-up sector, and seasonally within the individual tax department. Using her knowledge gained at the CPA firm, she then moved on to a Controllership role in Rockwall, TX. She served as the Controller for Chandlers Landing Yacht & Tennis Club for nine years. For part of her time at Chandlers, she served as Interim General Manager. This position gave her insight, along with building her skillset in developing areas of overall leadership and operations. After leaving Chandlers, she spent time as the Business Manager for her church. In this role, her responsibilities were operationally focused, along with supporting the financial aspect, she worked closely with the ministerial staff and finance committee. In addition, she worked with various departments such as the preschool, kitchen staff, janitorial staff, and library, ensuring they had all workflow and processes in place to facilitate their needs.
Lisa earned her Bachelors Degree in Accounting from Liberty University. Lisa is an avid scrapbooker and enjoys spending time creating lifelong memories for her family through this creative outlet. She also enjoys quiet time reading and boating with her family. Lisa lives in Bedford, TX with her husband Joe and their children.