Lance Barrett Email and Phone Number

Senior finance and accounting professional of demonstrated success and leadership experience in the financial services, business services and technology industries in the following corporate finance and accounting disciplines:Controllership and Accounting - CPA with a strong understanding of generally accepted accounting principles, audit and taxation - SEC, regulatory and management reporting - Managing the end-to-end accounting cycle and G/L close, financial statement preparation, internal controls and accounting policy managementCorporate Finance and Strategic Decision Support - Leading and executing a global financial planning and analysis function, highlighting performance against projections with incisive business commentary - Presenting and evaluating operational performance metrics - Working capital management, revenue optimization and cost control - Partnering with executive leadership to support strategic decision making - M&A support – business modeling, enterprise valuation and due diligence - Optimizing processes, leading transformational projects, and assessing and mitigating risks - Strong communication and relationship skills to clarify complex financial issues to all levelsModeling, Technology and Data - Expert level at Excel in both financial and data modeling, sensitive to balancing model complexity against time-sensitive business priorities - Collaborating with Technology to develop tailored financial applications and evaluating ‘strategic solution versus tactical model’ alternatives - Ability to synthesize large volumes of data (leveraging database applications) into actionable analytics and conclusions for managementMBA – Finance, University of PittsburghBS – Accounting, Babson CollegeCPA – MassachusettsCertifications - Series 27 Financial and Operations Principal; Series 99 - Operations Professional