Finance and Management Professional with extensive experience in strategic planning, financial reporting and managing audit, examinations and internal controls within the banking industry. Proven abilities in technical accounting, compliance and legal regulations, cash flow analysis, and budgetary forecasting resulting in operational efficiency. Expertise with the interface of financial and administrative operations in a highly regulated environment. Adept at leading teams, training, mentoring, leadership development and cross functional team building. Excellent leadership, team collaboration, communication and analytical skills.Areas of Expertise✔ Accounting✔ Financial Reporting✔ Managing Audit, Examinations and Internal Controls✔ Compliance✔ Forecasting✔ Mergers and Acquisitions✔ Human ResourcesSelected Accomplishments★ Successfully managed a $52 million merger to completion in 4 months. ★ Managed and completed 1 public and 3 private capital offerings.★ Inherited a going concern audit opinion and managed to a clean audit opinion in 3 years.★ Improved poor to average Examination, Audit and Compliance ratings to excellent.★ Informative and efficient financial statements and reports.
Currently And Actively Seeking A Cfo/Controller/Compliance Officer Position
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ConsultantCurrently And Actively Seeking A Cfo/Controller/Compliance Officer Position Jun 2014 - PresentTysons Corner, VaHands-on and detail oriented Banking professional with over 25 years of experience. I enjoy challenges and achieving the goal.Let's connect if you are seeking an experienced and diligent team-leader/player who likes details as well as the big picture.
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Chief Financial Officer And Executive Vice PresidentThe Business Bank 1989 - 2014Hands on management of all financial and investor relation functions, including merger, capital offerings, regulatory filings, regulatory examinations, audits and financial statements for a commercial community bank, non-bank subsidiaries and holding company. Consolidated assets totaled $335 million; annual revenues of $14 - $18 million; 75 full-time equivalent staff in 8 branches throughout Northern Virginia. Subject to regulation by the Federal Deposit Insurance Corporation (FDIC), Federal Reserve, Virginia Bureau of Financial Institutions and the Securities and Exchange Commission (SEC). Additional responsibilities:• Managed the Compliance function and served as Compliance Officer including BSA.• Prepared materials and managed Annual Shareholder Meeting.• Managed the Human Resource function and Compensation.• Prepared pro-formas and participated in Strategic Planning Sessions.• Prepared and presented forecasting and budget.• Served as point for external audit, internal audit, compliance reviews/audits and regulatory examinations. Additionally, responsible for monitoring findings and serving as liaison with the Board of Directors and Audit Committee.• Managed asset liability, interest-rate risk, liquidity and cash flow.
Lisa Porter Skills
Lisa Porter Education Details
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English Literature -
Accounting / Finance / Business Law Courses
Frequently Asked Questions about Lisa Porter
What company does Lisa Porter work for?
Lisa Porter works for Currently And Actively Seeking A Cfo/controller/compliance Officer Position
What is Lisa Porter's role at the current company?
Lisa Porter's current role is Banking Professional - CFO - Finance | Compliance | Capital Offerings |.
What schools did Lisa Porter attend?
Lisa Porter attended University Of Maryland College Park, Howard Community College.
What skills is Lisa Porter known for?
Lisa Porter has skills like Accounting, Financial Reporting, Finance, Banking, Mergers And Acquisitions, Forecasting, Auditing, Risk Management, Lending, Human Resources, Regulatory And Legal Compliance.
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