Management Accounting

Lisa Chen, CPA, MPA

US Citizen and Bi-Lingual (English and Chinese)

********@*****.*** Cell: 817-***-****

www.linkedin.com/in/lisachencpa

SUMMARY OF QUALIFICATIONS

General Accounting Financial Modeling Process Improvements

Cost Accounting Strategic Planning Financial Reporting

Budgeting / Forecasting Financial Analysis Royalty Reporting

SEC Reporting Real Estate Investment Manufacturing / Costing

Inventory Management Global Position Mergers and Acquisitions

PROFESSIONAL EXPERIENCE

Alcon Laboratories (a Novartis Company) – Fort Worth, Texas 02/12 - present

A global leader in eye care who offers the world’s widest spectrum of eye care products. Achieved net sales of $11 billion in 2014.

Sr. Financial Analyst – Global Master Data (05/14 – present)

Conduct GMD daily operations and projects across the Alcon divisions for all Franchises and Regions (>300,000 finished goods affecting every facility, across multiple ERP systems, including legacy SAP OPEX, JDE, and IRIS).

Perform daily operations for Item Master Maintenance, including processes, business rules, ticketing systems, and metrics.

Lead operational projects to address internal and external customer needs, such as synchronizing item master information between Alcon and other customer systems to support commercial needs.

Sr. BPA Analyst – MTO Finance (02/12 – 05/14)

Responsible for monthly Manufacturing Operations Review reporting for all Franchises.

Responsible for annual target setting and deployment, financial performance management & projection for Contact Lens manufacturing.

Conceive and implement productivity improvement and simplification initiatives.

Responsible for business planning and analysis activities, including capital appropriation requests for key projects such as new product launch and capacity expansion.

Haggar Clothing Company - Dallas, Texas 04/10 – 02/12

A leader in men’s apparel for over 90 years . Haggar commands #1 market position in men’s dress pants in the United States as well as the #2 share in men’s casual pants.

Manager of Inventory / Costing Accounting (04/10-02/12)

Select Accomplishments:

Managed inventory cost accounting functions including managing month end close processes, weekly and month end reporting requirements, reconciliation of the inventory roll-forward to the general ledger and other monthly account reconciliations.

Developed and maintained standard cost creation process and change process. Working with appropriate Operation departments to ensure accuracy of standard cost development.

Lisa Chen, CPA, MPA Page Two

Haggar Clothing Company - continued

Worked with Supply Chain and Operations to maintain transition strategies while monitoring gross margin and obsolescence risks. Proactively identified breakdowns in the inventory exit strategy process utilizing data and meetings with key players.

Re-engineered the product line development process to make sure all the products meet company’s margin expectation.

Developed and maintained comprehensive package for the CFO to assist monthly analysis and reporting.

Established inventory reserve methodology and maintained ongoing review of inventory reserve accuracy through data analysis and collaboration with both Operations and Finance groups.

FUNimation Entertainment – Flower Mound, Texas 05/03 – 04/10

A leading anime company in North America who manages a full spectrum of rights for most of the brands including broadcasting, licensing, production, internet, and home video sales and distribution.

Director of Finance / Accounting (03/07-04/10)

Supervised monthly and quarterly royalty reports to ensure accurate and timely royalty reporting to different licensors.

Reviewed and approved contracts with licensors and licensees to ensure proper financial terms. Regularly analyzed the financial performance of every contract and recommended better terms to management.

Managed general accounting functions which include preparation of journal entry, accounts payable and receivable processing, financial data analysis, contract maintenance, government filings, and cash management.

Heavily involved in inventory management. Responsibilities include in-depth analysis on cost of goods sold and inventory valuation, identifying and managing obsolete and slow moving inventory, maintaining adequate inventory level consistent with sales requirement and the cash flow goals of the company. Initiated cost reduction efforts by negotiating better terms with existing vendors and developing and maintaining competitive sources for materials and services.

Accounting Controller (05/03-03/07)

Directed daily accounting functions, including general ledger maintenance, accounts payable and receivable processing, financial data analysis, bi-weekly payroll processing and related reporting and timely month end closing to ensure accurate recording and analysis of financial data.

Supervised monthly and quarterly royalty reports to ensure accurate and timely royalty reporting to different licensors.

Reviewed and approved contracts with licensors and licensees to ensure proper financial terms. Regularly analyzed the financial performance of every contract and recommended better terms to management.

During the sale of FUNimation, worked closely with the company’s investment banker and potential investors as required to facilitate and coordinate 3rd-party audit and due diligence efforts as required by potential investors. Upon the sale of FUNimation, supported the successful transition of the privately held company to the publicly held company, Navarre Corporation.

Lisa Chen, CPA, MPA Page Three

Verizon Communication - Irving, Texas 08/98 – 12/02

A leading telecommunication company with consolidated revenue of $127 Billion in 2014.

Specialist, Business Analysis (12/99-12/02)

Sr. Accountant (08/98-12/99)

Select Accomplishments:

Compilation of monthly Executive Summary Reporting, including margin analysis, operations, labor

cost, cash management, headcount etc comprehensive information about the business segment.

Participated in the preparation of GTE Corporation quarterly Earnings Release, providing of schedules to Investor Relations Department to work with analysts and preparation of Annual Report, Financial Statistics and Board Book.

SEC Reporting: Prepared 10-Q and 10-K report, including financial statements, footnotes and Management Discussion & Analysis

Siemens Postal Automation Dematic LP - Arlington, TX 06/96 – 08/98

A subsidiary of Siemens Corporation which manufactures mail processing and optical character recognition equipment.

Sr. Financial Analyst (05/97-08/98)

Financial Analyst (06/96-05/97)

Select Accomplishments:

Provided monthly analysis of profit and loss of the business unit and financial reports to senior management

Developed monthly and annual budget and conducted budget vs actual variance analysis

Prepared monthly Operations Review package for each business segment

EDUCATION / CERTIFICATIONS / AWARDS

Master of Professional Accounting, University of Texas at Arlington, Arlington, Texas. Graduation: May, 1996. GPA = 4.00/4.00

B.A. in English Language and Literature. Peking University, Beijing, China. Graduation: July, 1991. GPA = 3.83/4.00

Certified Public Accountant (CPA), State of Texas since 1998 and currently active

Haggar Golden Crown Award for outstanding performance, 2011

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