Financial Analyst Project

Lisa Chisholm

Senior Financial Analyst: MBA (****) • Phone: 510-***-**** • Email: ****.********@***.***.***

EXPERIENCE

Feb 2012 – Jun 2014 INTEL CORPORATION Santa Clara, CA

Senior Financial Analyst, Manufacturing Development Organization (Jul 2013 – Jun 2014)

• Test Server Lead & Analyst responsible for financial control, forecast, budget and cost variance

analytics for microprocessor test development.

• Provided financial reporting of resource planning for server business and supporting platform

engineering divisions with a fiscal budget of ~$200M and ~700 employees.

• Created advanced Excel models to automate sizing submissions, discretionary spending, program

benchmarking and forecast relocation. Evaluated project burden costs including headcount OT.

• Completed resource sizing requests for future roadmap products ranging from $35M to $160M.

Implemented the GM’s aggressive QoQ discretionary and relocation target reduction of 6% - 15% and

drove discretionary savings of $6M.

Senior Financial Analyst, Developers Product Division (Feb 2012 – Sep 2013)

• Consolidator & Analyst responsible for headcount, spending, forecast, close and planning.

Developed efficient processes with strong controls through data-driven forecast model.

• Oversaw Software Services’ largest division of ~1,400 heads and ~$200M fiscal budget.

• Re-established COS calculation and recording for Plan. Assessed spending trends and provided senior

management monthly variance analysis and savings recommendations.

• Performed first super group level audit of corporate purchasing card, tracked contingent worker to

employee ratio, and facilitated acquisition workforce on boarding into division.

Oct 2002 – Jul 2009 LMP ACCOUNTING SERVICES Riverside, CA

Owner/Operator, Accounting & Bookkeeping

• Accounting & financial services for professional clients with small/medium size firms.

• Provided consulting and support to customers by continually offering value-added service, advice and

solutions during crisis, growth or startup phase.

• Maximized business efficiency and managerial effectiveness by training clients to utilize and interpret

their software’s financial reporting and analytical functions.

• Advanced multi-platform software expertise. CA Notary Public and CTEC Tax Preparer.

COMPUTER SYSTEM EXPERTISE SAP, VPO, Advanced Excel, Tableau, PowerPoint & Microstrategy Office

Feb 2000 – Sep 2002 ENRON WIND, INC. Tehachapi, CA

Financial Analyst, Asset Management

• Analyzed P&Ls, balance sheets and conducted field surveys to author monthly reports for executive

and investor review to effectively manage financial performance of division.

• Improved productivity, prep time and accuracy of monthly asset reports with advanced Excel

programming. Lead financial support for site level project managers.

• First timely submission of 27 annual asset budgets in company history and completion of regulatory

claim reporting backlog resulting in $1.2 million receivable.

• Examined contract requirements for compliance resulting in additional receivables from partners

totaling over $1.5 million.

Feb 1999 – Jan 2000 WALT DISNEY IMAGINEERING, INC. Burbank, CA

Financial Analyst, Finance

• Primary programmer implementing SAP Budget module for Disneyland resort projects. Assisted

with the divisional finance support of multi-billion dollar construction plan.

• Computed project updates utilizing multiple financial software systems.

• Conducted variance analysis for contract correction in SAP (correction of $15 million).

• Utilized Excel skills to design cost tracking, trend and earned value reports for over 150

attractions/rides during construction phase.

EDUCATION

UNIVERSITY OF CALIFORNIA, RIVERSIDE Master of Business Administration, Finance Riverside, CA

YALE UNIVERSITY Bachelor of Arts, Anthropology (Pre-Med) New Haven, CT

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