Lisa M. Pelton, Cpa Email & Phone Number

San Diego, Ca, Us

San Diego, California, Us

San Diego, California, Us

San Diego, California, Us

> Team with VP Finance & Controller to expand accounting team from three individuals to seven plus three consultants after December 2020 IPO; manage six of those individuals directly> Implement SOX 404(b) with no significant deficiencies> Implement new procure-to-pay system, migrating majority of payments to ACH and taking record keeping digital> Team with legal department to integrate procure-to-pay system with contract management system> Support Clinical Accounting Lead in expanding clinical accrual from two trials to seven and migrate to more efficient clinical accrual process

San Diego, California, Us

> Build core accounting team structure and processes with Corporate Controller to prepare pre-IPO biotech for impending IPO and associated SOX & SEC requirements> Manage and oversee the daily operations of the accounting department including month, quarter, and end-year process, accounts payable/receivable, general ledger, cash forecasting, check runs, fixed asset activity, and debt activity> Established expense accrual process for pre-clinical and clinical projects> Monitor and analyze accounting data and produce financial reports and statements for executive team> Establish and enforce proper accounting methods, policies and principles; coordinate and complete annual audits with big four firm> Improve systems and procedures and initiate corrective actions> Assign projects and direct staff to ensure compliance and accuracy> Meet financial accounting objectives; establish and maintain fiscal files and records to document transactions

San Diego, Ca, Us

Oversee operations, marketing, sales, fulfillment and accounting functions of family-owned knife and outdoor gear business.

Atlanta, Georgia, Us

Assisted Director and Senior Manager of Financial Reporting in preparation and review of quarterly and annual SEC filings for $2B public company. Performed all stock compensation accounting and assisted in preparation of stock compensation disclosures in quarterly and annual SEC filings. Prepared technical accounting memos and recommendations for upper management for major transactions. Teamed with internal audit department to perform periodic internal controls testing and evaluation.

New York, Ny, Us

Supervised and performed audits of San Diego companies in accordance with AICPA and PCAOB standards. Participated in eAudit pilot program before National rollout in 2010. Member of local office morale committee. Recipient of top performance rating in final year with the company.

New York, Ny, Us

Responsible for implementing national and West area marketing strategy in the San Diego office. Including event planning, marketing campaign management, and database management.