Lisa Pickett Email & Phone Number

Aftermarket financial analysis & support.

San Jose, California, US

• Senior Financial Analyst, OEM Field Sales FinanceProvided accounting and financial analysis support for OEM Sales. Areas of responsibility included revenue and standard margin, marketing development funds (MDF), and.
• Accounting: Prepared accrual estimates for rebate & discount programs, MDF programs, and adjustments for expensed material sold to customers. Balance sheet account reconciliations for related rebate and MDF reserves.
• Reporting: Monthly net revenue reporting included a detailed billings/financial adjustments report and summarized management trend reporting of revenue and margins by customer/product, including key metric trends..
• Forecast: Provided a monthly forecast of all financial adjustments to OEM billings and a standard margin forecast with analysis of forecast vs. actual flux.
• Controls: Teamed with revenue accounting and accounts receivable to develop and implement a new Finance process to route for approval ad-hoc invoicing requests.
• 3rd party MDF payment vendor. Monitored NetApp's prefunded cash balance with payment vendor and initiated additional funding as required. Partnered with Marketing to work various issues with the vendor.

San Jose, CA, US

• Sr. Financial Analyst, Transition Services Agreement (TSA). Supported both LSI and NetApp in the transition of LSI’s ESG division to NetApp.
• For LSI: Monitored the close-out of ESG marketing development fund (MDF) and deferred revenue reserves.
• For NetApp: Performed a quality audit of significant billings on LSI's SAP system. Performed monthly GL/TB recon for snapshot close. Assisted the data retention team on extract of NetApp’s GL data from LSI’s SAP system.

San Jose, CA, US

• Senior Financial Analyst, ESG Sales & MarketingAccounting analysis, forecasting, reporting and audit support for 400 sales & marketing professionals.Key Accomplishments:
• Reporting: In partnership with Sales Operations, developed and implemented 3 tier manager spending trend reports, delivered via a file-sharing web site. Reports included detailed travel reporting by manager, a summary.
• Audit: Key contributor to LSI Internal audit of the ESG MDF program, May 2010.
• Accounting: Monthly review and adjustment of contractual MDF and sales commission reserves. Quarter end reconciliation of related reserve accounts.
• Forecast: Monthly corporate forecast of controllable spending. Key areas of focus: headcount, salaries & benefits, travel, MDF and material spending. Prepared monthly analysis of variance to forecast for finance.

San Jose, CA, US

• Senior Financial Analyst, ESG Revenue & MarginComprehensive responsibility for accounting adjustments, forecasting, reporting, and internal/external audit requirements of ESG revenues and standard margins. Key.
• Accounting: Prepared revenue adjustments and related balance sheet reconciliations to ensure compliance with GAAP. Nature and scope of adjustments evolved significantly over time with changes in product delivery.
• Forecast: Provided estimates of financial adjustments to revenue for the quarterly revenue forecast. Key contributor to cross-functional quarter end revenue tracking meetings.
• Margin analysis: Performed monthly exception reviews of standard margins by customer/product, to identify potential pricing/costing errors and trends. Accrued corrections as needed, addressed root causes with.
• Reporting: Monthly revenue reporting included a “revenue/margin details” file that was used for sales commissions and internal/external reporting. A quarterly trend report for Sales summarized the revenue and standard.
• Audit: Worked extensively with LSI internal and external auditors (PWC) on quarterly financial audits, annual statutory audit of Ireland legal books, annual SOX internal control audit, and two different IPO audits of.

San Jose, CA, US

• Early Career
• Inventory Analyst: Annual physical inventory coordinator, inventory reserves (spares/physical/E&O/reval). Reconciled inventory conversion for Oracle upgrade project (2005). About six years of experience in this area.
• Other experience: Fixed Assets, Accounts Payable, General Ledger, Activity Based Costing. One to three years experience in each of these areas, in some cases overlapping with Inventory duties.

Master Of Business Administration (M.B.A.), Business Administration And Management, General

Bachelor Of Business Administration (B.B.A.), Accounting