Management Project

LISA INGALLS 818-***-****

***** ****** *****, ********, ** 93021 *********@*****.***

SUMMARY

Senior Finance Professional with more than 15 years of effective leadership

of financial planning & analysis functions. Skilled in identifying and

implementing process improvements to increase efficiency and accuracy.

Proven analytical ability to transform data into actionable information.

Creator of high performance, customer focused teams that consistently meet

and exceed goals and objectives.

CORE COMPETENCIES

Forecasting & Modeling Budgeting & Planning System Design &

Implementation

Project Management Management Reporting Executive Presentations

Financial Analysis Expense Control Team Building & Leadership

PROFESSIONAL EXPERIENCE

21st Century Insurance Group, Woodland Hills, CA 2004 - Dec 2009

Director, Financial Planning & Analysis - Corporate

Directed the corporation's ($2.7B revenue) forecasting, budgeting and

management reporting programs through a high-performance team of both

direct and matrixed financial managers and analysts; prepared 5 year

operating plans in alignment with the strategic plan; partnered with

product management and marketing in developing revenue projections;

analyzed and provided recommendations on proposed capital investment,

revenue enhancement and expense reduction opportunities; provided

insightful analyses of monthly operating results and forecasts to senior

management team, identifying risks and opportunities and corrective action

to meet established goals; prepared analyses and presentations for board

meetings and prepared CFO for analyst calls; directly managed remote staff

of six.

. Led multi-functional team in reengineering the monthly forecast process

to a distributed driver-based rolling 24-month projection, increasing

transparency and accountability, and improving accuracy to within a 1%

variance.

. Designed and directed development and implementation of an enterprise

forecasting, budgeting and management reporting application in Hyperion

Planning/Essbase (income statement, balance sheet, and cash flow),

reducing turnaround times by 50%. Presented application at the national

Hyperion User Conference.

. Collaborated with CEO and other senior executives in identifying

financial and operational efficiency metrics and developing monthly

management report to increase accountability and improve decision making.

. Established and led automation team for Finance to review business

practices and reporting for opportunities to leverage technology,

achieving productivity gains of 60-80%.

. Managed successful post-acquisition integration of FP&A staff and

processes, building a committed team that met all milestones and

deliverables.

Panavision, Woodland Hills, CA 2003 - 2004

Director, Financial Planning & Analysis - Corporate

Coordinated annual budgeting process, monthly forecasting, management

reporting and variance analysis to plan, forecast and prior year (P&L,

balance sheet, cash flow) for multi-national corporation ($230M revenue);

partnered with Corporate Accounting to develop presentations to the board

of directors and lenders and to develop the MD&A for regulatory reporting.

. Implemented Cognos Finance to automate monthly consolidations and

currency conversion for management reporting, decreasing turnaround time

by 50%.

. Introduced foreign exchange component to monthly variance analysis to

isolate fluctuations in exchange rates from operational variances,

increasing accuracy and accountability and providing actionable

information.

United California Bank, Los Angeles, CA 2000 - 2002

Vice President & Director, Financial Planning & Analysis -

Corporate

Directed the annual budgeting process, including coordinating activities of

40 analysts across the corporation; prepared monthly variance analyses and

forecast of balance sheet and earnings ($565M revenue); managed staff of

two.

. Reengineered the annual budgeting process, shortening the preparation

cycle by 30 days and aligning the budget with organizational goals and

key drivers.

Transamerica Life Insurance, Los Angeles, CA 1998 - 2000

Director, Financial Planning & Analysis - Corporate

Managed the preparation of the annual three year financial plan for the

Life Companies ($4.2B revenue) and coordinated quarterly earnings forecast;

directed analysis and reporting of variances to plan, forecast and prior

year for earnings, production, key performance indicators, and net

investment income on asset base of $31.5B; prepared board presentations;

managed staff of four.

. Assumed functional leadership of project team implementing PeopleSoft

Budgets when project was two months behind schedule. Brought project back

on schedule and completed on time.

. Revised capital spending policy and implemented project tracking and

reporting system to give management better visibility and control over

$100 million in capital investments.

. Achieved efficiencies in Financial Analysis Department by eliminating

redundant efforts, automating, and streamlining processes resulting in

expense reduction of 33%.

Great Western Bank, Chatsworth, CA 1995 - 1998

Assistant Vice President & Manager, Planning & Analysis -

Retail Group

Managed the budgeting, forecasting, management reporting and variance

analysis for the Retail Banking Division ($28B in deposits); monitored

financial performance and presented results to senior managing committee;

managed staff of four.

. Improved the credibility and integrity of financial information,

providing more timely, accurate, and focused reporting and analysis.

. Guided the analysis of new product offerings, leading to successful

expansion into consumer lending and business banking ($540M in loans).

Previous positions held at First Interstate Bank, Security Pacific Bank,

and Litton Guidance & Control.

EDUCATION

MBA, University of Colorado, Colorado Springs

BS Finance, California State University Northridge

TECHNICAL SKILLS

MS Office (Excel, Word, PowerPoint, Access, Outlook), Hyperion Planning,

Essbase, SAP R/3 and BW, PeopleSoft Financials, Clarity, Cognos Planning

and PowerPlay, MicroStrategy

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