Merissa Lambert, MBA
Merissa Lambert, MBA is a finance and compliance professional based in the Greater Phoenix area, recognized as a member of Influential Women 2026, the National Society of Leadership and Success, and Marquis’ Who’s Who in America. She currently serves as an Accounting Manager at Scottsdale Capital Advisors and has held recent roles including Risk & Compliance Manager at Rise48 Equity and Broadband Budget and Compliance Manager at the Arizona Commerce Authority. Her work centers on strengthening financial systems, ensuring regulatory compliance, and supporting organizational accountability across complex, multi-entity environments.
Across her career, Merissa has built deep expertise in auditing, reconciliation, and operational finance. She previously worked with the Arizona Department of Veterans’ Services as a Compliance Auditor, where she managed risk, loss prevention, grant reconciliation, and internal controls while helping develop new standards, processes, and training tools. She has also led accounting departments, supported multi-state financial operations, managed legal claims and insurance structures, and improved grant application success rates through clearer documentation and process design.
Merissa holds an MBA in Finance from Colorado Technical University, where she graduated Summa Cum Laude, along with additional certifications in internal auditing and related fields. She is known for her strong commitment to integrity, accuracy, and ethical decision-making in financial management, as well as her focus on work–life balance and treating others with fairness and respect. Her professional approach blends technical financial skill with a passion for building efficient systems that improve outcomes for organizations and the people they serve.
• Certificate in Criminal Justice
• Certificate in Internal Auditing (CPD Certified)
• Certificates in Multifamily Housing
• Certificates in Human Services
• Accounting Badge
• Colorado Technical University- M.B.A.
• Colorado Technical University- A.A.S.
• Colorado Technical University- B.S.
• Marquis Who's Who in America (upcoming year recognition)
• National Society of Leadership and Success (NSLS)
What do you attribute your success to?
I would have to attribute my success to myself. I saw early on what life would look like if I didn't have myself together. I grew up with an alcoholic mother, and eventually I was in foster care, group homes, and independent living. I was a young teen mom, and I saw my family have nothing. I'm the first one in my family to actually go to college, the first one to graduate. I actually graduated high school early so I could just jump ahead. I got emancipated from the state when I was 17, and I just saw what life looked like if I let life happen to me. I made a decision early that I was going to do something better. I was going to give my kid a better life and give them something to be proud of. There were a lot of times growing up where we would have those conversations in class, like career days, where people would talk about the dad that's a firefighter or the mom who's a manager somewhere, and I was like, my mom does drugs, my mom drinks. I'm one of eight children, and out of all 8 of us, I'm the only one to go to college. I'm the only one that owns my own home. I'm the only one who is essentially successful. A lot of my siblings either have multiple children, some of which they don't have custody of, or they're alcoholics and drug addicts, so unfortunately I don't have any contact with my family. It's definitely hard, and I always get that question, like, who do you look up to, and who made a big impact? And I'm like, myself, honestly.
What’s the best career advice you’ve ever received?
The best career advice I received was to do what makes me happy and to take my time off. It was very much about understanding that at the end of the day, mental health matters, and if you're not at your best, then you can't perform at your best. That comes with mistakes, that comes with issues, that comes with resentment. So it was definitely about taking your time off, going away from work, getting yourself right, so when you come back, you're ready to hone in and focus. My old CFO, who I loved, was very much about reminding me that at the end of the day, your work will still be here. It feels like it's a revolving door, you always have something to do, so don't carry that when you leave. That was probably life-changing for me, because I was very caught into the go-go-go mode of it, and I kind of lost my focus. She had to put things in perspective, like, hey, work will always be there. Jobs will always be there. But at the end of the day, you have a certain period of time with your kids. You are one person. Mental health matters. Take care of yourself, take care of your family. And in turn, it just makes you a better employee.
What advice would you give to young women entering your industry?
I would tell young women entering accounting and finance to stay focused and don't go after it for the money. You definitely have to go into it for the love of it. If you go into it after the money, you're going to successfully climb the corporate ladder, but you will be absolutely miserable. Going into this field, you have to love what you do. You've got to have a passion for the numbers and reconciling and figuring out where all the pieces go. So I would definitely say to make sure that you're going into it because you love it, and not just for the money. Also, if you don't have the right mentor, you're going to get stuck. A lot of the entry-level positions in this field don't pay the best, and there are a lot of higher-ups that are gatekeepers. They don't want to give that information because they want to keep it for themselves, as that comes with job security. You definitely have to align yourself with the right mentor who's going to be able to teach you. Absorb as much as you can. And then I would definitely say after the first couple of years, find another position that levels you up. Otherwise, you kind of get stuck where you're at. Put 2 years here, learn everything you can, level up somewhere else for another 2 years, because otherwise you won't get ahead.
What are the biggest challenges or opportunities in your field right now?
The biggest opportunities in accounting and finance right now are that it's an ever-growing field, so there's always room. There are always accountants that are needed, there are always analysts that are needed. If people could get into those fields, it would be awesome. I would definitely suggest being a dual person so you don't get stuck in one position. There are so many opportunities out there, especially if somebody has a CPA - it's endless. As far as challenges go, I would definitely say that starting out, if you don't have the right mentor, you're going to get stuck. A lot of the entry-level positions in this field don't pay the best. And there are a lot of higher-ups that are gatekeepers. They don't want to give that information, they want to keep it for themselves because that comes with job security. So you definitely have to align yourself with the right mentor who's going to be able to teach you. Absorb as much as you can. And then after the first couple of years, find another position that levels you up. Otherwise, you kind of get stuck where you're at and won't get ahead.
What values are most important to you in your work and personal life?
The values most important to me are integrity and ethics. You definitely have to have that, especially in my line of work. If you don't have that, and you don't have principles, you essentially don't have anything. I think that's a huge thing. And then also, just treating people how you would have wanted to be treated. I've had bosses and CFOs who were very rough, and finding out that their home life wasn't the best, so they would take it out on their employees. As I'm moving forward, I don't ever want somebody to feel how I felt in those moments because of me. So it's very much about treating people how you want to be treated, and then also just having your own moral compass, your own ethics, your own set of boundaries. Because like I said before, you can kind of get lost very quickly in this world.