Lisa Popa Email & Phone Number

United States

Matthews, Carter & Boyce, P.C. logoMatthews, Carter & Boyce, P.C.Matthews, Carter & Boyce, P.C.Part-time · 3 yrs 6 mosPart-time · 3 yrs 6 mos Tax SupervisorTax Supervisor Oct 2024 - Present · 1 moOct 2024 to Present · 1 mo United States · RemoteUnited States · Remote Tax SeniorTax Senior May 2021 - Oct 2024 · 3 yrs 6 mosMay 2021 to Oct 2024 · 3 yrs 6 mos Apply tax knowledge to intermediate and complex flow-through returns and all levels of individual returns Work to effectively analyze business transactions Complete and review tax returns Assist clients with tax compliance Work with clients, internal groups and third parties to gather data for tax preparation Perform tax research Resolve open items/issues encountered on engagements Develop and teach classes internally to develop staff skills

Provide contract accounting and tax support. Projects included budget preparation and analysis, consolidated financials and seasonal tax preparation.

Londonderry, Nh

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Bedford, Nh

Maintained accounting records for multiple clients using QuickBooks Desktop and QuickBooks Online. Assisted clients with reviewing data and providing information needed to apply for PPP Loans and loan forgiveness. Reviewed and prepared accounting data for use in preparation of business 1120 and 1065 tax returns.Prepared personal 1040 and state tax returns.

Supported and implemented Oracle Rel 11.5.10, Rel 12.1.3 and 12.2.4. Provide Business Analysis skills to companies deploying Oracle Financials, Manufacturing and Service applications. Gathered requirements, mapped business process flows, created setup documents and user guides. Configured modules and identified extension requirements to align the application with desired business process. Provided end user training.

ERP Support for Corporate Finance. Mapped out existing business process and assisted business in developing improved business processes. Developed process map template for use by all analysts. Assisted in upgrade to Epicor 9. Wrote queries to analyze Data Transfer. Trained Finance employees on new systems. Reviewed and updated financial system configurations. Developed end to end test script.

·Developed the business process for error handling for the integration between Oracle R12 Financials (AP, AR and GL) and legacy QAD system via Oracle EBS integration layer. Assessed and determined potential errors by reviewing functional and technical specs. Created process flows and documentation detailing steps required to resolve potential errors in the integration.

·Lead Business Analyst for Workforce Planning and Forecasting project. Developed cross-functional process map detailing. Provided recommendations for process and system improvement.·Support for implementation of Stepstone Talent Management System. Created detailed user acceptance test scripts for Performance and Compensation Management modules. Assisted with testing of application and confirmation of customizations.

-On site support for rollout of Oracle R12 Financials, Order Management and Inventory. -Created user guides for Requisitions, iExpense, Order Management and Shipping.-Provided user training on Order Management, Inventory and Shipping modules.

-Elicited cross-functional requirements from users, analyzed and developed business processes to support new business systems rollout. Worked with key partners to conceptualize and deliver solution. Developed reports for analysis and reporting of commission data. Created user guides and led training.-Led implementation of Oracle Internal Controls Manager for Internal Audit and Oracle Incentive Compensation for Sales and Finance. -Spearheaded Segregation of Duties initiative. Reviewed functionality with users, redesigned responsibilities (menus) that reduced risk and conflicts leading to improved compliance with the Sarbanes-Oxley act.-Worldwide iProcurement implementation team member. Provided guidance on workflow and GL account code generation requirements; assisted in determination of approval hierarchy. Participated in process design and definitions.-Managed periodic regression testing process. Gathered test cases from business analysts, organized scenarios and coordinated facilities and users needed for testing. Utilized Sharepoint to track and archive test data.

-Implemented reporting for Manufacturing Accounting; -Automated cost update process-Supported business in outsourced manufacturing model.

-Business systems support for Finance using Oracle (Rel 11.5.9), COGNOS, TrueComp, Amex@Work expense reporting and Kronos Workforce Mgmt software. -Collaborated with the business and IT to gather requirements, design and deploy solutions for business process and reporting.-Developed test plans and scenarios for implementation of new commission plans using TrueComp Incentive Management solution. Resulted in commission statement errors decreasing from ~25% to less than 1%. -Managed vendor conversion process during implementation of Oracle procure to pay systems. -Implemented automated and improved travel expense tools that included Amex@Work expense report tool, creation of a travel office with business travel account and roll out of purchasing card program for Canadian division. -Designed and deployed reports based on user requirements.

-Finance support to WW manufacturing including accounting, financial planning and analysis and business systems support for Oracle. -Managed product cost and inventory liability data across multiple contract manufacturers while supporting $0 inventory model using Oracle (Rel 11.5.9.) -Supported B2B initiatives· -Participated on a cross-functional team to successfully integrate acquisitions. -Designed Oracle Inventory and Cost Mgmt apps to handle multiple integrations simultaneously. -Developed a product data mart using Business Objects and dashboard reporting to concisely report manufacturing finance metrics to management. -Implemented and maintained Sarbannes-Oxley controls. -Implemented processes and improvements that improved efficiency and delivered cost savings. -Developed management reports by using various tools such as Oracle, Diver, Business Objects, Agile and Hyperion reporting.

Bachelor Of Science (B.S.), Accounting, 3.08

Certificate, Applied Business Analysis