Lisa Cohn Email & Phone Number

New York, Ny, Us

Jersey City, New Jersey, Us

Strategic Planning & Analysis: Leading the FP&A and strategic planning function for IPC Systems as Head of Strategic Planning & Analysis. Focused on building the long-term financial narrative of the business, working both internally with senior management and with the firm's investors to map out a business trajectory. Responsibilities include financial modeling and development of business cases for strategic growth opportunities and driving the financial planning processes (including the annual plan, monthly forecast, and long-range outlook).

New York, Ny, Us

Internal Audit, Strategy, Analytics and Operations: Led team responsible for reporting and analysis for Board, regional Audit Committees and other stakeholders. Oversaw the maintenance and enhancement of team applications to provide process efficiencies for the department. BlackRock's Women's Initiative Network (WIN) Associate Development Program: Launched and co-chaired the Associate Development Program within WIN to focus on personal development, executive presence and leadership. (2016-2019)

New York, Ny, Us

Managed global FP&A team supporting Active Equities, a business with $300B AUM and $2.5B annual revenue. Led India FP&A team providing data, analytics and reporting for various Investment businesses including Active Equities, Global Fixed Income, Multi Asset Strategies, Alternatives and ETF and Index Investments.

New York, New York, Us

Securities Funds Services - Finance: Product Finance Officer for the Hedge Fund and Private Equity segments within the Securities Funds Services business, a division with over $2.5B annual revenue. Conducted analysis on historic financial results, revenue drivers, expense management and financial forecasts to drive business and senior management decision-making.Treasury - Corporate Liquidity Oversight: Analyzed, forecasted, and reported to senior management, Board and regulators Citi’s 30-day maximum cash outflow position, a severe stress scenario identifying excess liquidity available under various stress assumptions. Financial Management Associate (FMA) rotational program (Rotation-based management development program): Cards & Payments Strategy; Global Transaction Services Planning & Analysis / Strategy; Corporate Treasury (Sydney, Australia); Global Wealth Management Mergers & Acquisitions (Summer Associate, June-August 2007)

New York, New York, Us

Provided buy/sell recommendations on Automotive and Healthcare securities in the Investment Grade and High Yield Fixed Income markets.

Cleveland, Oh, Us

Provided buy/sell recommendations on companies in the Technology industry based on detailed financial analyses of companies, valuation and interaction with company management.

Bs, Finance

Mba, Finance