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"My mission in life is not merely to survive, but to thrive; and to do so with some passion, some compassion, some humor, and some style." – Maya AngelouAs a results-driven professional, I thrive in fast-paced, ever-evolving environments. I’m passionate about building meaningful relationships and creating spaces where teams can collaborate effectively. My career has allowed me to blend financial expertise, strategic insight, and operational leadership to help organizations scale and succeed. Since entering the startup world in 2017, I’ve been energized by the opportunities to innovate and drive growth.In my current role as Controller at Pilot.com, I oversee financial operations, compliance, and strategic initiatives that drive our growth. From managing financial reporting to cash flow planning, internal controls, and audits, I ensure Pilot maintains transparency, trust, and operational efficiency as we scale. My leadership is key in optimizing processes and supporting a high-performing, collaborative culture.Prior to joining Pilot, I led accounting operations at Mynd Property Management, where I spearheaded systems improvements, including implementing NetSuite for automation and enhanced efficiency. I've also held roles in nonprofit management, corporate accounting, and financial auditing at organizations such as Tides and LinkedIn, honing my skills in financial reporting, compliance, and cross-functional collaboration.In addition to my professional experience, I co-founded the Women's International Fund for Education, a nonprofit dedicated to providing financial support and mentorship to women pursuing higher education in developing countries.I hold a Bachelor's degree in Business Management Economics from the University of California, Santa Cruz, and I’m driven by the belief that growth—both personal and professional—is an ongoing journey, not a destination.“Travel is more than the seeing of sights; it is a change that goes on, deep and permanent, in the ideas of living.” – Miriam Beard
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Founder And OperatorCoast & CurateOceano, Ca, Us -
Accounting ControllerPilot.Com May 2020 - PresentSan Francisco, California, UsAs the Controller at Pilot, I manage the company's financial operations, ensure compliance, and drive strategic initiatives to support growth. My work encompasses financial reporting, compliance, team leadership, and process optimization, helping Pilot achieve its goals efficiently.Key Responsibilities• Prepare monthly, quarterly, and annual financial statements in compliance with US GAAP• Deliver actionable insights to inform strategic decisions• Implement and monitor internal control frameworks to ensure compliance with regulations and company policies• Oversee ASC 606 revenue recognition• Oversee ASC 842 lease accounting treatment• Plan and manage cash flow, ensuring liquidity and strong banking relationships.• Coordinate with external auditors, ensuring efficient documentation and resolution of findings.• Successfully led two Big 4 audits and four Employee Benefit Plan audits• Oversee monthly accounting operations accounts payable/receivable, general ledger, payroll (domestic), and tax compliance• Mentor and develop the accounting team to foster high performance• Optimize financial systems to streamline reporting and processes• Implement workflow improvements to enhance efficiencyBy ensuring financial accuracy, compliance, and operational efficiency, I enable Pilot to scale effectively while maintaining trust and transparency. My expertise ensures Pilot is agile and well-prepared for growth, while fostering a collaborative and high-performing culture. -
Sr. Accounting ManagerMynd Property Management Apr 2017 - May 2020Oakland, California, Us• Directed and oversaw the day-to-day accounting operations, including Accounts Receivable, Accounts Payable, Fixed Assets, and Cost Accounting • Led the monthly, quarterly, and annual close processes for all entities, ensuring our month-end close deadlines were without exception• Assisted in leading the financial reporting process and producing US GAAP-compliant consolidated financial statements• Helped drive business process and systems improvements with a goal toward automation and efficiency, including the design, implementation, and maintenance of critical systems, close efficiency, audit readiness, and management reporting• Provided leadership in the analysis, resolution, and documentation of significant accounting issues, estimates, and complex financial statement disclosures• Worked closely with the finance team and department heads to achieve corporate goals• Led two full financial audits for 2017 and 2018 and worked closely with external auditors to lead to a successful audit outcome• Led two full Employee Benefit Plan audits for 2017 and 2018 and worked closely with external auditors for a successful audit outcome• Developed and led an accounting team to deliver accurate and timely financial information• Implemented the configuration of Netsuite and related integrations with one other team member in 2018• Managed four direct reports • Oversaw Payroll processing from 2019-2020. Processed payroll from May 2017-May 2019 -
Board MemberKids' Vision Sep 2017 - Sep 2019Palo Alto, California, Us -
Corporate Accounting ManagerTides Mar 2016 - Apr 2017San Francisco, Ca, Us• Oversaw and participated in the preparation of work papers for the annual audit and tax returns of multiple entities.• Prepared and supervised the preparation of financial reports for inclusion in monthly consolidated financial statements.• Prepared monthly budget to actual reports and met with department managers to review variances.• Provided accounting support to the Client Services team as needed, and met with donors as necessary.• Maintained relationships with financial institutions at appropriate levels, including preparation of reports for lenders demonstrating compliance with loan covenants.• Identified and implemented improvements to existing processes and procedures to facilitate efficient operations and financial management of the organization.• Conducted and coordinated periodic training on financial issues for non-financial staff.• Identified and resolved accounting and control issues promptly.• Supervised accounting Tides Network team, including training and reviewing month/quarter/year, ends to ensure accuracy. -
North America Contract And Billing LeadLinkedin Nov 2013 - Dec 2015Sunnyvale, Ca, Us• I served as a point of contact for the Sales, Account Services, and Ad Operations teams on contractual matters in North America. • An unwavering commitment to customer service, with the ability to build productive relationships, resolve complex issues, and win customer loyalty.• Managed a bi-coastal team of 6 direct reports. • Identified areas for operational improvement and help develop and implement procedures for contract management and administration in compliance with company policy. • Worked with Revenue and Legal to coordinate contractual requirements. • Established great relationships with our cross-functional partners to collaborate on projects and processes to make sure we are working at the most efficient level. • As needed, provided guidance to cross-functional partners on contract matters to project managers or other operational staff• Trained project managers and other employees in contracting practices and procedures.• Handled on-going issues and change management in improving these issues.• Handled audit testing and work closely with our Internal and External Audit teams.• Provided metrics for review based on North America and Global team results. • Substantial working experience with DFP, XSM, SFDC, Workday, Jira, Oracle, and Microsoft office in this role. -
Revenue Analyst Through Revenue Manager/Sox ManagerCbs Interactive May 2010 - Nov 2013San Francisco, Ca, Us• Managed two direct reports for mobile, college revenue and order review.• Analyzed and monitored the revenue accounts for all mobile business units, including deferred• Tracked and recorded revenue in accordance with our revenue recognition policy.• Prepared and developed monthly balance sheet reconciliations for all mobile related accounts.• Reviewed monthly balance sheet reconciliations for our college sports and deferred revenue. • Managed US SOX control testing for CBS Interactive• Investigated and resolved unusual items related to billing and revenue on a weekly, monthly, and yearly basis.• Managed internal control testing throughout the year for local and international locations of CBSi.• Guaranteed proper timing and amount of settlements and payments on an ongoing basis.• Participated in the monthly, quarterly, and year-end close process.• Solid working experience with Excel, Oracle Financials, and Salesforce.com. -
Director Of FinanceThe Women'S International Fund For Education Jan 2010 - Nov 2013 -
Sr. Tax Analyst Via Inirus ConsultingAvago Technologies Feb 2010 - May 2010San Jose, Ca, Us• Prepared detailed sales/use tax account reconciliations• Recorded journal entries and ensured the accuracy of sales/use tax accounts regarding accruals, adjustments, re-classes etc• Analyzed excel reports on a daily basis related to sales/use & corporate income tax• Arranged operation tax (sales/use, business & occupation, gross receipts, and property tax) profits for monthly, quarterly and annual filings for multiple states• Investigated and solved issues of transaction tax. • Categorized for, and helped out for, transaction tax audits. • Offered guidance based on research of transaction tax laws and regulations. -
Contracts Specialist/Senior AccountantInirus Llc Oct 2009 - Feb 2010• Prepared Statement of Work (SOW) contracts for a variety of companies • Consistently maintained accuracy in calculating figures per the SOW contract• Managed the accurate and timely processing of invoices per month. Assess and close A/P sub-ledger on a monthly basis, validate content and resolve various issues • Performed detailed account reconciliations and general ledger entries
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Sr.Ii AuditorErnst & Young Sep 2006 - Nov 2009London, GbParticipated in various phases of the financial statement audit including: developing and documenting an understanding of the clients business, analyzing business processes to assess audit risk, and planning and performing substantive audit procedures.• SEC Reporting: Analyzed and reviewed financial data supporting financial statements and disclosures (Form 8-K, 10-Q, and 10-K); ensuring compliance with the U.S. GAAP.• Analyzed all Balance sheet accounts, Profit and Loss Statements, Statement of Stockholders’ Equity, and Statements of Cash Flow.• Designed, planned, and executed procedures to ensure Sarbanes-Oxley (SOX) compliance for various biotechnology/life science and technology clients.• Performed walkthroughs, designed and executed the test of controls for significant business processes to determine the effectiveness of the control environment. • Performed audit engagement planning, including audit strategy, budget analytics, and client continuance research.• Consulted extensively with company executives including CFOs, Directors, Controllers, and Managers regarding accounting for strategic transactions and financial reporting. -
Substitute TeacherBakersfield City School District Mar 2006 - Jul 2006Bakersfield, California, UsInterim position between College graduation and my career start at Ernst and Young, LLP. -
Resident AdvisorUniversity Of California Santa Cruz Aug 2004 - Jun 2005Santa Cruz, Ca, Us•Participated in preparing the rotating duty schedule during the time the RA must remain at Kresge College, to be able to respond to emergency situations, perform neighborhood walks/rounds, and provide lockout and other assistance to residents as appropriate•Designated an amount of time to be on duty, throughout the academic year. The duty rotation may include early mornings, early evenings, weekends and some holidays when the Community Safety Officer (CSO) is off duty and/or the Residential Life Office is not open•Organized group activities for students throughout the year•Responsible for the security of duty keys, tools, rosters, cell-phone and other items which are passed on to other staff in good condition as assigned.•Followed all procedures and policies as described in the Residential Staff Manual. -
Asst. Store ManagerAnchor Blue Retail Group Apr 2000 - Aug 2003Us•Trained store staff by reviewing and revising orientation to products and sales training materials; delivered training sessions; implemented new product training•Attracted customers by following display suggestions from Corporate in windows and on sales floor•Promoted sales by demonstrating merchandise and products to customers•Helped customers by providing information; answering questions; obtaining merchandise requested; completing payment transactions•Contributed to team effort by accomplishing related results as needed. -
Head Soccer CoachHavoc Futbol Club Jun 2001 - Jul 2003Head coach of an Under 12 and 13-year old girls team. Acted as a role model for the children and kept their safety in the forefront of my mind. Attended games from the two teams in the age group each weekend. Held two weekly training sessions per week per team. Present during every tournament and league tryouts.
Lisa Sanchez Skills
Lisa Sanchez Education Details
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University Of California, Santa CruzEmphasis In Accounting -
Garces Memorial High School
Frequently Asked Questions about Lisa Sanchez
What company does Lisa Sanchez work for?
Lisa Sanchez works for Coast & Curate
What is Lisa Sanchez's role at the current company?
Lisa Sanchez's current role is Founder and Operator.
What is Lisa Sanchez's email address?
Lisa Sanchez's email address is ld****@****ail.com
What is Lisa Sanchez's direct phone number?
Lisa Sanchez's direct phone number is +151068*****
What schools did Lisa Sanchez attend?
Lisa Sanchez attended University Of California, Santa Cruz, Garces Memorial High School.
What are some of Lisa Sanchez's interests?
Lisa Sanchez has interest in Kayaking, Soccer, The Mountain Goats, Boxing, Health And Wellness, Sports, Books, Business, Softball, Health.
What skills is Lisa Sanchez known for?
Lisa Sanchez has skills like Accounting, Management, Auditing, Sarbanes Oxley Act, Account Reconciliation, Microsoft Excel, Financial Analysis, Internal Controls, Financial Reporting, Customer Service, General Ledger, Microsoft Office.
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