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Lisa Moran

Chief Financial Officer/chief Operating Officer at West Cary Group

Lisa Moran, CPA has extensive work experience in the accounting and finance field. Lisa most recently served as the Chief Financial Officer/Chief Operating Officer at West Cary Group starting in December 2021. Prior to that, they worked as a Controller at the same company from September 2019 to December 2021.

Before joining West Cary Group, Lisa held various roles at Elephant Insurance. Lisa started as a Senior Data Warehouse Accountant in January 2017 and held this position until January 2019. During this time, they successfully managed two XL projects and contributed to research, data analysis, data validation, process improvement, and systems testing. Lisa also worked as an Internal Control Supervisor and Manager from January 2019 to September 2019.

Lisa's earlier experience includes working as a Senior Accounting Analyst at Apple REIT Companies from February 2012 to February 2017. Lisa also served as an Instructor at Becker Professional Education from May 2014 to November 2016 and as a Facilitator at University of Phoenix from January 2009 to November 2016.

Prior to these roles, Lisa held positions as a Sr. Accountant at Argo Group International Holdings, Ltd. from October 2009 to January 2012, as a Regulatory Accountant at LandAmerica from February 2006 to March 2008, as a Senior Associate at McGladrey & Pullen in 2004, and as a Senior Accountant at Comdial Corporation from 2001 to 2003.

Overall, Lisa Moran, CPA brings a diverse range of experience in accounting, finance, and project management to their roles, showcasing their strong analytical and organizational skills.

Lisa Moran, CPA obtained a Master's degree in Accounting from the University of South Florida from 2001 to 2003. Prior to that, they earned a Bachelor of Arts degree in Accounting from Flagler College, attending from 1997 to 2000. In 2009, Lisa became a Certified Public Accountant. Additionally, they completed the "20 Habits of Executive Leadership" certification from LinkedIn in April 2022.

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Previous companies

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Org chart

Timeline

  • Chief Financial Officer/chief Operating Officer

    December, 2021 - present

  • Controller

    September, 2019

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