Manager Project

LISA C. MCFARLAND, CPA, MBA

PROFILE[pic]

Hands on MBA and CPA manager with 10+ years' experience in business

support, financial analysis and multimillion-dollar budgeting, business

unit, consolidation and governmental reporting, process and accounting

system development and implementation. An effective communicator and

problem solver with the proven ability to work with cross- functional and

management levels in accomplishing a task and enjoys supporting multiple

departments and/or projects. A professional who utilizes strong

PC/spreadsheet and system skills as well as excellent multi-tasking and

organizational aptitudes.

SKILLS SUMMARY[pic]

Financial Analysis Operational Finance Auditing

Business Unit / PC and Financial Systems Organizational Design

Consolidation/ Financial Metric Reporting Project Management

Reporting

PROFESSIONAL EXPERIENCE[pic]

NORTEL, INC - Research Triangle Park, NC

International Telecommunications Company

Project Management/Event Planning - (Volunteer role)

2009 to Current

. Manage all aspects (logistical, publications, etc.) to deliver

training events by local nonprofit to the community.

Corporate Finance - Accounting Manager

2009 to 2010

. Analyze and manage the activity recorded for Canadian Corporate

Accounts for Debt, Cash, Cash Equivalents and Other Liabilities.

Compiled monthly corporate account reconciliations and account

analysis for Canadian accounts, including exchange rate data

. Provide analysis or guidance on various special projects relating to

corporate activities and Canadian ledger.

. Identified differences between US and Canadian GAAP and prepared

annual financial statements in accordance with Canadian GAAP.

. Coordinate with SME (Subject matter experts in Finance), Technical

Accounting, and external auditors as to proper treatment of various

activities throughout Canada Controller's group.

Corporate Reporting Project

3 months 2009

. Provide guidance to Global Finance regarding alignment of Liability

(Balance Sheet) activity with Chapter 11, CCAA and EMEA Administrators

pre and post petition rules, regulations, and approval.

. Coordinate with SME (Subject matter experts in Finance), Technical

Accounting, and external auditors as to proper treatment of each

liability type under bankruptcy rules and regulations. Coordinated

with SAP team to establish appropriate accounts and structure

internally to accommodate the Bankruptcy reporting needs.

Green Belt in Training, Financial Planning & Analysis Revitalization

Project 2007 to 2009

. Provided guidance to the FP&A leadership through analysis of processes

and procedures as to enhancements for efficiencies and effectiveness

within the FP&A Finance team.

. Lead as a LSS Green Belt on an FP&A project to improve the Allocation

of Global Corporate Service (G&A) costs.

. Assist as a LSS Green Belt on FP&A projects to improve the Global

forecasting process and improve tracking and forecasting of Deferred

Revenue. Identify system changes required and define specifications

for the changes. Assist in the implementation and communication of

the enhancements to the Finance community.

Finance Transformation Project-Human Performance Finance Organization

Design 2006 to 2007

. Provided subject matter expertise (Accounting, Financial Planning &

Analysis) and a deep understanding of Nortel culture while helping to

design and implement organizational change.

. Investigated, documented and translated SAP related impact on the

Finance organization structure. Designed roles and jobs of Finance

resources by integrating structure with processes.

. Managed transition to new organizational design through integration of

manager one-on-one sessions and training sessions.

Mgr, Financial Planning &Analysis

2000 - 2006

. Managed the consolidations reporting and analysis for the Global

Customer Care Services (GCCS) and Enterprise Global Operations while

providing analytical support and decision-making guidance to all

levels of upper management resulting in Enterprise Business unit

growth.

. Provided financial guidance and support directly to the Enterprise

Marketing Operations (Order Mgmt) and Calgary System Houses

(Manufacturing) functions through analysis of spending, services and

margin data.

. Managed the rolling inventory process ($B quarterly Net Inventory) for

five groups (not direct reportees). Managed the updates and changes

to models utilized which provided a more consistent view globally

while maintaining the appropriate level of details for managements

review.

. Controlled rolling forecast/budget planning process ($B spending on $B

revenue) through project management skills (ten team members from

various areas). Enhanced the planning process by creating user-

friendly consistent financial models.

. Directly supervised one professional staff and indirectly supervised

three professional staff

BELL & HOWELL, Inc. - Research Triangle Park, NC

International Mail and Messaging Technology Company

Senior Financial / Budgeting and Forecasting System Analyst

1996 - 2000

. Managed company-wide forecast and budget planning process while

providing analytical support to all General and Administrative

departments.

. Managed forecast and budget ($340M revenue) financial system and

reporting through the use of Oracle, Hyperion and Excel software.

Enhanced the budget process by creating a financial model, which

provided the ability to generate numerous iterations of each

departmental budget.

. Analyzed financial data for the G&A departments and assist in making

business decisions. Departmental budgets average $15M

EDUCATION & CERTIFICATIONS[pic]

THE UNIVERSITY OF NORTH CAROLINA - Chapel Hill, NC

KENAN-FLAGLER BUSINESS SCHOOL - Master of Business Administration (MBA)

LIBERTY UNIVERSITY - Lynchburg, Virginia

Bachelor of Science in Accounting

THE STATE OF NORTH CAROLINA

Certified Public Accountant (CPA)

COMPUTER SKILLS[pic]

Extensive usage of Oracle including functional lead on General Ledger

implementation (1997-2006), SAP user (2006-2010), Hyperion enterprise (1996-

1997), Microsoft Excel, Word, PowerPoint (Intermediate to advance user),

Access (Beginner).

ADDITIONAL DATA[pic]

Knowledge Well Inc (nonprofit) Active Board Member (2009-current) &

Secretary/Treasurer (2010-current).; Active Member, Nortel Finance Employee

Council (2002 - 2010); Development Co-Chair - Nortel Women's Business

Council (2002-2010); Nortel RTP Employee Activities Committee - Co Chair

(2008 - 2010) & Communication Chair (2007 - 2010).

21 Sunny Oaks Place

Durham, NC 27712

919-***-**** / *******@*****.***

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