Lisa Flohr serves as the Director of Finance at the Santa Clara Methodist Retirement Foundation, Inc., where she leverages over 15 years of extensive experience in finance and accounting to drive the organization's financial health and operational efficiency. In her current role, Lisa oversees all...
Lisa Flohr serves as the Director of Finance at the Santa Clara Methodist Retirement Foundation, Inc., where she leverages over 15 years of extensive experience in finance and accounting to drive the organization's financial health and operational efficiency. In her current role, Lisa oversees all facets of accounting and finance, ensuring that financial reporting, budget management, and forecasting align with the foundation's strategic goals and comply with GAAP standards. Her expertise in establishing robust internal systems and controls has been instrumental in optimizing processes, enhancing transparency, and mitigating risks.
One of Lisa's key projects involves collaborating closely with the Executive Director and the Board's Finance Committee to prepare comprehensive financial statements that provide critical insights for strategic planning and operational decision-making. Her analytical acumen allows her to deliver timely and accurate financial reports, which are essential for guiding the executive staff and Board in their governance responsibilities. Additionally, Lisa plays a pivotal role in human resource activities, ensuring that the foundation's workforce is supported by sound financial practices.
Lisa's proficiency in tools such as Microsoft Excel and Office 365, combined with her skills in project management and inventory management, enables her to streamline operations and enhance customer service. Her commitment to fostering a culture of financial accountability and excellence positions the Santa Clara Methodist Retirement Foundation as a leader in the retirement community sector, ensuring that it can continue to serve its residents with the highest standards of care and support.
