Lisa Kaplowitz Email & Phone Number

New York, Ny, Us

Through education, opportunities and thought leadership, the Rutgers Center for Women in Business (CWIB) removes barriers, builds community, and empowers women with the confidence and skills necessary to succeed as business leaders.

Newark, Nj, Us

Corporate Finance- Teaching undergraduate, MBA and Executive MBA students the fundamentals of corporate finance and how to apply these concepts to decisions typically encountered in corporations and investment banking.Finance in Sports - Introducing undergraduate students to a practical application of corporate finance and analysis as it relates to sport-centric organizations.

- Guiding founders through the initial company creation phase, including creating of a value proposition, business model, and focused strategy, as well as implement of infrastructure, timelines and capital raising processes.- Helping early stage venture capital and private-equity backed companies create the necessary infrastructure, processes and controls to grow profitably and efficiently without getting buried in red tape or bureaucracy. - Advising later stage and mature companies with strategic planning, including execution, implementation, alignment, prioritization of initiatives and measurement of effectiveness. - Interim/ Part-time Pres/CFO/COO - Providing executive management support, as needed, in all functional areas, including operations, finance, legal and supply chain management.- Other specialties include working capital management, capital raising, M&A transactions, acquisition integration, RFPs and contract negotiation.

Montclair, Nj, Us

- Interim President. Led strategic planning process, goal setting and creation of metrics to measure success. Introduced culture of accountability and results-based performance.- Led capital raising efforts, including investor communication, documentation and agreements.- Created and implemented internal controls, policies and procedures for accounting and operations.- Implemented monthly financial package focused on KPIs, financial statements and summary MD&A.- Implemented weekly cash flow tools to monitor cash balances and working capital needs.- Created weekly dashboard to distribute to executive management team and private equity investors.- Drafted and maintained Board of Directors minutes and resolutions.

Responsibilities included management of Accounting, Finance, Risk Management, Legal, Merchandise Planning, Human Resources, IT, Logistics, Operations and Administration.Finance & Accounting- Raised new capital and completed all necessary documentation and agreements.- Created and implemented internal controls, policies and procedures for all major accounts and journal entries, including cash, inventory, accounts receivable, accounts payable and travel & expense.- Signed off and reviewed all monthly, quarterly, and annual financial statements and related backup.- Signed off and reviewed all annual and long-term budgets and strategic plans.- Implemented monthly financial package focused on KPIs, B/S, I/S and C/F and business line summaries.- Implemented daily and weekly cash flow tools to monitor cash balances and working capital needs.- Created weekly dashboard to distribute to executive management team and private equity investors.- Primary liaison with corporate and investment banks, PE firms, outside counsel and insurance brokers.Operations & Administration- Reorganized and restructured management team and business lines, including hiring key executives.- Reviewed and approved new open-to-buy and monthly business review processes.- Led and administered annual review process; implemented PTO policies and procedures.- Drafted and maintained Board of Directors minutes and resolutions. - Negotiated and executed contracts including leases, licensing agreements and vendor agreements.- Managed and processed all equity grants and documentation.- Conducted RFP, hired and began implementation of outsourced Virtual CIO/CTO.- Escalation contact for 3PL and vendor issues.

Midvale, Utah, Us

Responsibilities included management of Corp. Finance & Strategy, Treasury, Investor Relations, Gift Cards, Payment Processing, Risk Management and Sales Audit Depts.Corp. Finance & Strategy (2002-2010)- Established Corp. Finance department and managed i-banking activities. Created 5-yr strategic plan and forecast. Evaluated and integrated acquisitions.- Reviewed and analyzed excess cash. Initiated and executed over $2 billion of share repurchases. Created investment policy and managed $2 billion investment portfolio. - Negotiated coverage, terms and fees for all benefit plans.Investor Relations (2002-2010)- Oversaw department and led discussions with analysts and investors. Created conference call scripts and drafted press releases and SEC documents. Treasury (2003-2010)- Oversaw department, including account management, daily funding and reconciliation, wiring, letters of credit, armored car services and overall banking relationship management. Created monthly reporting, trending and variance analyses.Gift Cards (2005-2010)- Oversaw Gift Cards for in-store, on-line and B2B. Negotiated contracts with processors, production companies and B2B partners. Rolled out new in-store fixture, optimized order quantities, enhanced product assortment and refined distribution process. Launched gift cards for subsidiaries and Canada.Payment Processing (2005-2010)- Oversaw all activities associated with credit cards, debit cards and checks. Renegotiated all processing contracts and consolidated under single provider. Managed relationships with processor and associations. Launched Bed Bath & Beyond MasterCard.Sales Audit (2005-2007) - Oversaw department responsible for recording and reconciling sales.Risk Mgt (2002-2005)- Oversaw department and negotiated insurance renewals, managed claims and created budgets for all insurance lines, including property, workers’ compensation, general liability, auto, cargo and D&O.

Charlotte, Nc, Us

- Assisted retail clients in raising equity and debt capital in the public and private markets and advised on strategic alternatives including acquisitions and divestitures. - Participated in sourcing business, due diligence, document preparation, marketing and pricing.- Determined clients’ market position and constructed valuation analyses and financial models.- Recruited, trained and managed analysts. Served as informal mentor.

Worked directly for the CEO. M&A, capital raising, finance and strategy.

Mba, Finance, Strategy, Organizational Behavior

Bachelor Of Arts - Ba, Economics, International Relations