Lisa A. Lakeman, CPA
Chief Financial Officer
Responsibilities:
- Provide financial analysis and insight to improve financial performance
- Manage financial reporting to ownership and investor partners
- Manage banking, insurance, and audit/tax relationships
- Oversee treasury and asset management responsibilities
Experience:
- Terrex Development & Construction – Chief Financial Officer February 2023 – Present
- Sibcy Cline, Inc and Affiliates – Chief Financial Officer July 2018 – February 2023
- Sibcy Cline, Inc and Affiliates – Vice-President & Controller December 2006 – July 2018
- TriHealth – Accounting Manager April 2001 – December 2006
- Continental National Indemnity – Accounting Manager August 1996 – April 2001
- Ohio Casualty Group – Tax Specialist June 1993 – August 1996
Representative Work Experience:
- Financial operations oversight
- Tax compliance, planning, and research
- Performance optimization strategies
- Leadership and people development
- Monthly close reporting and ERP systems
Professional Associations & Involvement:
Volunteerism
- Big Brothers Big Sisters – Big Sister July 2007 through August 2009
Education & Designations:
- Certified Public Accountant
- Accountancy Board of Ohio
- Bachelor of Business Administration, Accounting
- Carl H. Lindner College of Business | University of Cincinnati
Personal:
- I enjoy staying active in the community, traveling, and spending time with family and friends.