Lesa Davis Email & Phone Number

Munich, Bavaria, De

Responsible for overseeing and managing the Investment Accounting department activities and staff, including providing technical accounting expertise related to Statutory, GAAP, and IFRS accounting principles, and managing processes, systems, and controls over investment accounting, including special projects.

New York, Ny, Us

New York, Ny, Us

Leader of financial process reviews, risk assessments, and internal control recommendations for global media/technology company.

Leader of accounting operations across all client teams, which includes design, implementation and oversight of process improvement initiatives, technology platforms, accounting policies/procedures, and training programs.

Durham, Nc, Us

Forward-looking strategic role leading projects to update CPA Exam. Responsibilities include performing technical accounting research and implementation activities to ensure emerging developments in the accounting profession are tested on the CPA Exam. Significant accomplishments include:Implementation of IFRS into exam:• Developed implementation strategy, project plan, business requirements• Performed technical accounting research to develop gap analysis and update content outlines for IFRS topics• Facilitated advisory and oversight group meetings, leading to approval of content outlines updated for IFRSPractice analysis project to update content/skills outlines for exam• Performed technical accounting research to develop extensive public survey (over 400 questions)• Facilitated meetings of stakeholders• Prepared all public documents, including exposure drafts; evaluated responses; prepared staff reports/recommendations• Outreach activities to obtain feedback from standard-setters and regulators (e.g. SEC, PCAOB, FASB)Process for updating electronic authoritative literature in exam: new user interfaces, systems, and automated workflow processing• Developed business requirements and process flow• Managed 2 technology vendors• Approved deliverables (design specs, vendor proposals, use cases, storyboards, test plans/summaries, statements of work)Business analyst for design of new simulation inventory system, including business requirements, design sessions, evaluating workflows, storyboards, use cases, and operational proceduresInternal control improvement initiatives:• Developed/implemented action plan to improve simulation development process to address control weaknesses that had resulted in scoring errors• Reengineered end-to-end business processes related to content/production activities in developing and scoring exam, including development of policies, procedures, and change control system

Zurich, Zurich, Ch

Managed quarterly and monthly close processes, including submission of quarterly close packages to CorporateProject Manager, Internal Controls Framework, representing business unit in global implementation initiative• Responsible for training business process owners to perform their evaluations and certifications• Manage consultants (E&Y) who are retained to meet with process owners and prepare documentation• Perform quality review of internal control documentation prepared for investment processes of business unitsDocumented policies and procedures for all areas of finance, administration and accounting in the business unitCorporate Responsibility & Compliance - represent the business unit in implementing global initiatives

New York , Ny, Us

• Responsible for all aspects of quarterly financial close, including general ledger/consolidation processes (over 15 subsidiaries) • Improved efficiency by integrating close calendars and enhancing the monitoring and communications processes• Enhanced documentation and controls over close process by developing policies and procedures• Developed and implemented an account maintenance database to manage accounting and ledger change requests• Developed accounting interfaces between administrative systems and new general ledger (PeopleSoft)

Gb

• 5 years experience on audit engagement for Fotrune 100 company; served as lead audit manager for life insurance and closed block segments, international insurance segment and corporate/other operations.• SEC reporting experience included demutualization and initial public offering, including review of S-1, MD&A, 10K’s, and 10Q’s• Significant experience in internal controls reviews and audits of business process controls• Promoted 3 times in 6 years

• In-charge accountant• Performed compilation and review engagements for diverse set of clients• Prepared corporate and individual tax returns for firm clients

Bs, Finance

Mba, Accounting