Lisa Barham Email & Phone Number

Brisbane City, Qld, Au

Brisbane, Queensland, Australia

Brisbane

Our primary purpose is to enable businesses of any size to make clear, confident decisions backed by data. I am responsible for Business Development, Relationship Management and Service Delivery. Key achievements:• Maintained long term relationships with multiple clients, including a primary client for over 3 years• Led finance transformation projects across a variety of different clientsClient industries include professional services, allied health, aviation, FMCG and social enterprise. My core focus is Virtual CFO services, finance transformation projects and financial modelling. Projects have also included process automation, systems implementation, data visualisation, reporting development and internal control reviews.

Brisbane, Queensland, Australia

Drawing on my depth of experience and ability to simply the complex, I deliver tailored programs as part of the UQ Business School's MBA and Executive Education program. Programs cater to MBA candidates, local and state government agencies where I deliver Accounting & Business Analysis, Understanding Financial Statements and Ratio and Comparative Analysis programs and workshops.

Brisbane, Queensland, Australia

I led the Shared Services team and was responsible for Finance, IT and HR. During my time at SRO I finalised the ERP implementation, developed a suite of insightful dashboards and automated board reporting. I was a member of the M&A team, where I led the financial due diligence process and was responsible for integrating the back office function of acquired businesses.

Brisbane, Australia

I consulted to a range of businesses identify key performance drivers, put in place turnaround strategies and delivered ongoing reporting to measure success.Key achievements:• Managed the workload allocations and schedules of the team of 4 and provided day to day mentoring • Implemented formal monthly reporting processes within six client finance teams including establishing month end timelines and correction of historical balance sheets• Implemented Project Accounting for a construction client, including change management • Supported the delivery of the UQ Owner Manager Program finance module • Established team wide processes to streamline client deliverablesClient industries included mining services, construction, manufacturing and retail.

Brisbane, Australia

I led the finance and administration function including all reporting and budgeting. Key achievements:• Restructured the finance function from 1.6 FTEs to 1 FTE resulting in cost savings of $80k• Streamlined month end process from 10 days to 3 days

Brisbane, Australia

I was responsible for managing the reporting and planning functions of a division within Freight. Key achievements:• Evaluated, progressed and presented financial modelling for a $100m business unit, collaborating with operational / asset managers to set key drivers and assumptions for the 5 year plan• Constructed a cost control framework and rolled out to operational managers • Streamlined month end process delivering results one day earlier than previously • Influenced SAP system improvements as a member of the SAP user groupI managed the monthly reporting process, prepared commentary, forecasts and budgets, liaised with senior managers, reviewed/prepared monthly reconciliations, journals and SAP data.

Sydney, Australia

Contributed directly to business strategy as a member of the executive team. Key achievements: • Transformed and mentored the finance team through rapid business growth (400% growth) • Integrated 3 major acquisitions including management of deferred earn out payments• Established an ANZ shared service function: headcount reduction 5; cost savings $300k Responsibilities included managing a geographically dispersed team across 7 locations, board/group reporting in a listed environment, statutory accounting, taxation planning and compliance, treasury/FX management, management of outside equity interests, Sarbanes Oxley implementation, project accounting, management of overhead allocation model, risk management and governance and negotiating with client procurement / legal on pricing and terms.

Sydney, Australia

I was responsible for managing a team of 4 accountants within the chartered environment. I managed revenue and utilisation, prepared and reviewed Financial Statements, Income Tax Returns, GST and researched other compliance issues. I reviewed financial ratios and used benchmarking to highlight opportunities. I delivered complex advice on tax, debt and corporate structures.Key achievements:• Progressed the business toward fixed pricing, giving clients and partners security around annual fees• Developed the annual training program for 50 staff working under 8 partners

Master Of Business Administration - Mba

Activities and Societies: UQ MBA Social Club President (2018) UQ MBA Consulting Club President (2019)Dean's Honour Roll

Ca Program

Business, Accounting

Education record

Activities and Societies: Swim team

Certificate Of Public Practice