Industries & Technology

Industry Experience

FinTech / Investment / Financial Services

With deep expertise in revenue recognition (ASC 606), SEC reporting, treasury management, and post-M&A integration, Lisa supports FinTech and financial service firms through complex growth, compliance, and investor reporting challenges. She brings clarity and control to fast-paced financial environments.

Manufacturing

Lisa has successfully led finance operations for global manufacturers, driving cost optimization, improving profit margins, and restructuring logistics and supply chains. Her hands-on leadership in financial modeling, process improvement, and ERP implementation delivers measurable bottom-line results.

Software / Technology

From startups to enterprise-level tech firms, Lisa provides strategic finance leadership that supports scalability, compliance, and operational efficiency. Her background in implementing systems, optimizing processes, and navigating complex accounting standards makes her a trusted partner in tech.

Technology

  • Blackbaud Financial Edge

  • Accufund

  • Hyperion Essbase

  • HFM

  • Microsoft Dynamics 365, GP, NAV

  • Microsoft Excel

  • NetSuite

  • Oracle

  • QuickBooks Online, Desktop

  • SAP / SAP 4 Hana

  • Wdesk

  • Workday

  • UTG

  • Paylocity

  • Gusto

  • ADP

  • Workiva

  • Blackline

  • Bills.com