Lisa J. Ketrick

Greater Los Angeles Area, CA ady8xj@r.postjobfree.com

QUALIFICATIONS SUMMARY

Accomplished Financial Professional with extensive experience in business analytics within various industries with specialty in e-commerce, retail, and online platform technology.

● Financial & Data Modeling ● Investment Analysis

● Financial Statement & Ratio Analysis ● Data Analysis & Interpretation

● Financial Forecasting & Budgeting ● Retail and Wholesale Inventory Analysis

● Advanced Excel Skills ● Proficient in basic to intermediate MySQL Queries

● Exceptional Interpersonal Skills ● Familiar with Tableau Data Visualization WORK EXPERIENCE

Senior Financial Analyst

VS Media, Inc. - Westlake Village, CA May 2013 – June 2022

- Worked extensively with outside consultants in the financial modeling of the eventual acquisition of the company.

- Developed a comprehensive monthly review of company operations, including KPIs and supporting charts and related data.

- Created a 5-year P&L plan to project company growth under best, worst, and expected scenarios.

- Compiled monthly, quarterly, and annual financial summaries in both quantitative and qualitative context and presented findings to the CEO and COO.

- Created annual Board of Directors review of finance and operations, including a corresponding PowerPoint deck.

- Performed profitability analyses to determine the feasibility and financial impact of various initiatives.

- Served as interim manager of Accounting, consisting of three accounts payable staff and one reconciliation specialist. Responsible for the Accounts Payable function: ensuring hundreds of partners were paid accurately and on time; managing related cash flow; monitoring bank accounts and company credit card balances.

Senior Associate December 2009 – May 2013

Buxbaum Jewelry Advisors - Agoura Hills, CA

− Created and maintained detailed proprietary financial models and reporting packages for a variety of purposes. Models included pro-forma and plan vs. actual operating budgets and financial statements of BJA, its clients, and sister companies; performed detailed sales, margin and inventory analysis of BJA’s consignment engagements and created detailed inventory appraisal analysis schedules.

− Managed and completed inventory appraisal projects for asset-backed lenders and subject retail and wholesale jewelry companies. (See Great American Group experience below.)

− Ensured the appropriate contracts, insurance, and legal filings were fully executed and completed prior to the start of Going out of Business (GOB), Store Consolidation, or other promotional sales with retail jewelry clients.

Senior Associate

Great American Group Advisory Services - Woodland Hills, CA March 2007 – April 2008

− Managed and completed 2-3 appraisal projects per month, valuing over $100 million in collateral inventories for asset-based lenders and subject companies. Lisa J. Ketrick

Greater Los Angeles Area, CA ady8xj@r.postjobfree.com

− Synthesized data into proprietary financial models to determine key business indicators and develop asset recovery values for client banks and companies.

− Analyzed qualitative aspects of businesses such as productivity initiatives, competitive advantages, and industry trends. Interviewed C-level managers to analyze qualitative aspects of businesses such as productivity initiatives, competitive advantages, and industry trends.

− Presented conclusions and value-enhancing recommendations to clients and senior management. Trust Company of the West - Los Angeles, CA April 2002 – February 2007 Vice President/Equity Analyst - U.S. Equity Research (2002-2007):

− Career equity “Buy” recommendations outperformed the broader market by over 50%.

− Thoroughly analyzed qualitative and quantitative company fundamentals, competitive position, and market opportunity to determine intrinsic valuation of equity securities within the retail and e-commerce industries.

− Created detailed financial models including historical and forecasted financial statements and various valuation methodologies based upon proprietary analysis and interviews with company management and industry participants.

− Prepared and presented written investment recommendations to portfolio managers.

− Articulated investment theses with clients, consultants, and the financial press as required. EDUCATION

• California State University - Los Angeles

Bachelor of Science in Business Administration – Finance; Minor in Economics Graduated Magna Cum Laude - 3.7 Cumulative GPA

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