Lisa Brenner Email & Phone Number

Ashburn, Va, Us

Herndon, Virginia, Us

Herndon, Virginia, Us

Founded in 1965, the nonprofit Industrial Designers Society of America (IDSA) is one of the oldest and largest membership organizations for industrial design professionals. IDSA sponsors the annual International Design Excellence Awards® (IDEA), the world’s most prestigious industrial design honor, and its events, including an annual International Design Conference and five district conferences, bring together the brightest minds in the profession. INNOVATION, IDSA’s flagship publication, is a highly regarded magazine within the profession. IDSA has more than 3,200 members in 28 professional chapters in the US and internationally. To learn more about IDSA, visit www.idsa.org, and connect via Twitter, LinkedIn (link is external) and Facebook.Responsible for the overall integration of financial thought, discipline, and rigor to IDSA’s business practices, and for the delivery of cost effective and efficient accounting and financial systems, policies and processes that meet the current and future business requirements of IDSA. Works in collaboration with Executive Director, Board of Directors, and senior management team to ensure IDSA’s financial strategies align with the organization’s short and long-term business plans and work to effectively meet identified goals and objectivLead the Finance & Accounting team and manage IDSA’s financial and accounting policies, systems and processes, tax and regulatory requirements, payroll systems and processes and controls, integration of financial discipline into business decisions, new and ongoing financial modeling and execution of annual business plan.

Reston, Virginia, Us

IDM is a data intelligence and marketing advisory firm that provides custom data solutions geared to meet the complex needs of large enterprises, including many Fortune 500 companies. We combine innovation with data-driven best practices for exceptional results and provide the targeted data solutions required to create large positive shifts in customer acquisition, development and retention programs. We understand how to partner with client organizations to access and leverage valuable data. Our team has extensive agency and client-side experience, providing a deep understanding of the challenges our clients face. For many of our clients, we become a trusted advisor in all areas of the business including product development, sales, marketing, business intelligence and marketing communications. At IDM we pride ourselves in our ability to become an extension of our client’s internal teams.Responsible for complete oversight of the day-to-day financial operations, including accounting operations, establishing internal controls, managing the budget and forecast process, and communicating with outside parties including bankers and auditors. • Created a robust monthly and quarterly financial management package• Established first annual budget, implemented quarterly P&L forecast and monthly cash forecast • Worked with all levels of management and staff to educate, train and provide guidance on all financial matters and promote expense controls

Reston, Va, Us

Led up to 6 staff for a $250M public high-tech global company. Responsible for corporate and departmental financial performance reporting, financial planning, forecasting, financial analysis support including investor relations, treasury, banking relationships and integration of acquisitions for financial planning, CRM and treasury process and systems.• Oversaw seamless implementation of an automated budgeting tool (Adaptive Planning) in 2 month’s time for use in annual budget cycle for 50 budget departments, and implemented for monthly forecast updates. Improved accuracy of plans and visibility of forecasts to budget owners, driving more accountability to plans • Implemented 2-day turn around for revenue forecast updates by improving monthly process for a complex revenue business which included a combination of subscription based, project based and usage based revenue streams.• Secured $50M credit facility, maintained banking relationships, and negotiated capital lease agreements• Developed policies and practices to minimize foreign currency exposures.

Reston, Va, Us

Responsible for corporate and departmental financial and operational reporting, financial planning, forecasting, financial analysis support including investor relations, banking relationships and integration of acquisitions for financial planning and financial systems• Led annual 3-month planning process for 50 budget departments. Oversaw monthly and quarterly forecast updates, identified risks to plan and forecasts, and communicated implications to senior management• Established key quarterly metrics for internal and external performance tracking which drove company decisions. Highlighted financial issues to senior management, evaluated alternatives and partnered with functional owners recommending appropriate actions• Prepared Board packages and contributed to preparation of financial earnings releases, executive management call scripts and Q&A• Conducted financial due diligence and integration of financial plans, processes and CRM tools for 6 acquisitions • Oversaw company’s use of salesforce.com, ran weekly sales pipeline calls for all sales vertical leads, improved usage of system within sales and other functional areas (ie marketing)• Led cross-functional teams to implement, upgrade and integrate several SaaS software packages, salesforce.com, Replicon (time tracking), and Xactly for commission tracking purposes• Participated in successful IPO, developed 5 year financial models, updating metrics for filings

Managed various positions of increasing importance in financial planning and analysis, business operations, SEC reporting, and revenue recognition for a $175M global supply chain software company with 850+ employees operating in 30 countries.

Performed audits and advisory services for clients in various industries, researched technical issues and disclosure requirements. Suggested improvements in financial and operating controls. Performed registration statement work including an IPO.