Lisa M. Pelton, Cpa

Lisa M. Pelton, Cpa Email and Phone Number

Director of Accounting and Assistant Controller @ BioAtla, Inc.
San Diego, CA, US
Lisa M. Pelton, Cpa's Location
San Diego, California, United States, United States
Lisa M. Pelton, Cpa's Contact Details

Lisa M. Pelton, Cpa personal email

Lisa M. Pelton, Cpa phone numbers

About Lisa M. Pelton, Cpa

Experienced Accounting professional with a varied and diverse background including experience working in "Big Four" audit, large public company financial reporting & both product and service marketing. Entrepreneurial background also adds a unique perspective to any organization. Industries serviced include consumer markets, real estate, telecom & biotech.

Lisa M. Pelton, Cpa's Current Company Details
BioAtla, Inc.

Bioatla, Inc.

View
Director of Accounting and Assistant Controller
San Diego, CA, US
Website:
bioatla.com
Employees:
56
Lisa M. Pelton, Cpa Work Experience Details
  • Bioatla, Inc.
    Director Of Accounting And Assistant Controller
    Bioatla, Inc.
    San Diego, Ca, Us
  • Bioatla, Inc.
    Director Of Accounting & Assistant Controller
    Bioatla, Inc. Jan 2023 - Present
    San Diego, California, Us
  • Bioatla, Inc.
    Associate Director, Accounting & Assistant Controller
    Bioatla, Inc. Jan 2022 - Dec 2022
    San Diego, California, Us
  • Bioatla, Inc.
    Associate Director, Accounting
    Bioatla, Inc. Jan 2021 - Dec 2021
    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
  • Bioatla, Inc.
    Accounting Manager
    Bioatla, Inc. Nov 2016 - Dec 2020
    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
  • Dpx Gear, Inc.
    Chief Operating Officer
    Dpx Gear, Inc. May 2011 - Present
    San Diego, Ca, Us
    Oversee operations, marketing, sales, fulfillment and accounting functions of family-owned knife and outdoor gear business.
  • Cricket Communications
    Senior Financial Reporting Analyst
    Cricket Communications Jul 2010 - May 2011
    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.
  • Kpmg Llp
    Senior Associate, Audit & Risk Advisory Services
    Kpmg Llp Aug 2007 - Jul 2010
    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.
  • Kpmg Llp
    Marketing Associate
    Kpmg Llp May 2004 - Aug 2007
    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.

Lisa M. Pelton, Cpa Skills

Financial Reporting Accounting Auditing Management Marketing Sarbanes Oxley Act Analysis Us Gaap Strategy Sec Filings Internal Controls Financial Analysis Internal Audit Financial Accounting Cpa Financial Statements Financial Audits Variance Analysis External Audit Marketing Strategy Sales Sarbanes Oxley Big 4 Strategic Planning Leadership Customer Service Spelling Social Media Gaap Microsoft Excel Start Ups Project Management Process Improvement Budgets Services Marketing Stock Compensation Entrepreneurship Marketing Campaigns

Lisa M. Pelton, Cpa Education Details

  • San Diego State University
    San Diego State University
    Accounting

Frequently Asked Questions about Lisa M. Pelton, Cpa

What company does Lisa M. Pelton, Cpa work for?

Lisa M. Pelton, Cpa works for Bioatla, Inc.

What is Lisa M. Pelton, Cpa's role at the current company?

Lisa M. Pelton, Cpa's current role is Director of Accounting and Assistant Controller.

What is Lisa M. Pelton, Cpa's email address?

Lisa M. Pelton, Cpa's email address is lisapelton@me.com

What is Lisa M. Pelton, Cpa's direct phone number?

Lisa M. Pelton, Cpa's direct phone number is +161978*****

What schools did Lisa M. Pelton, Cpa attend?

Lisa M. Pelton, Cpa attended San Diego State University.

What are some of Lisa M. Pelton, Cpa's interests?

Lisa M. Pelton, Cpa has interest in Animal Welfare, Disaster And Humanitarian Relief.

What skills is Lisa M. Pelton, Cpa known for?

Lisa M. Pelton, Cpa has skills like Financial Reporting, Accounting, Auditing, Management, Marketing, Sarbanes Oxley Act, Analysis, Us Gaap, Strategy, Sec Filings, Internal Controls, Financial Analysis.

Who are Lisa M. Pelton, Cpa's colleagues?

Lisa M. Pelton, Cpa's colleagues are Nidia M., Karina Noel, Yemi O., Miho P., Lorena Pellín, Mitchell Sullivan, Shiv Mathur.

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