Thomas Lewison

Thomas Lewison currently serves as the Senior Financial Accountant at St. Coletta of Wisconsin, where he plays a pivotal role in ensuring the organization’s financial integrity and transparency. Leveraging his extensive expertise in financial reporting, Thomas is responsible for preparing accurate and timely financial statements on a monthly basis, which are essential for internal management and external stakeholders. His proficiency with financial analysis and accounting software, including Blackbaud for general ledger and fixed assets management, enables him to streamline complex financial processes and support the organization’s mission-driven activities.

In his current role, Thomas oversees the calculation and posting of investment portfolio changes, ensuring compliance with regulatory standards and organizational policies. He also compiles detailed schedules for the annual report and coordinates with auditors to facilitate seamless annual audits. His experience in expense management and variance analysis helps identify cost-saving opportunities, contributing to the organization’s financial sustainability. For example, Thomas led a project to optimize expense tracking by replacing inefficient personnel processes, which resulted in a dramatic reduction in costs from over $1 million to just $15,000 within a single quarter.

Thomas’s expertise extends to managing financial transitions, such as the recent conversion from a previous bank to a new banking partner, where he ensured the smooth migration of monthly charges and financial data. His skills in accounts payable, invoicing, and bookkeeping, combined with his analytical mindset, make him a vital asset to St. Coletta of Wisconsin’s financial team. His dedication to accurate financial reporting and operational efficiency supports the organization’s mission to serve the community effectively.