Lisa Tilis Email & Phone Number

Reston, Virginia, US

• CFO, FP&A, due diligence, and capital budgeting services to investors & owners.
• Developed business model for diversified private equity fund for a public benefit corporation intended to raise $100M from family offices and individual investors for impact investment in biopharma.
• Structured and implemented chart of accounts and month end close process for a startup real estate development project in Puerto Rico with $1.5M annual run rate.
• Conducted post-sale due diligence to identify quality of earnings, additional synergies and offsets for purposes of covenant calculation and consolidating acquisition debt in a $50-$100 revenue printing products and.

Providence, Rhode Island, US

Responsible for providing overall strategic and operational direction to the company’s accounting, purchasing, and other administrative functions globally. Assisted senior management team and investors in providing and evaluating ways to improve the distressed business, increase cash flow and profitability, and maximize enterprise value.

• Partner with founding team to develop and operate finance function including but not limited to G/L set up, business model, financial forecast and fundraising for startup in the Future of Work - HRTech space.

New York, NY, US

• Executive Team Leader of <$100M privately owned political risk consultancy.
• Led company management with 8 direct reports: CIO, CHRO, Corporate Business Development, Finance, Accounting, Strategy, Consulting with over 100 indirect reports.
• Achieved 12% top line sales growth.
• Streamlined sales processes implemented new targeting, training, compensation, and review processes for staff of 20, accelerating Q4 and Q1 renewals by 25%.
• Produced budgets for retainer business, SaaS business and innovation unit and GZERO Media including shared services allocations and linked annual and monthly cash management plan.
• Refocused company-wide IT transformation including finance system implementation and content delivery system, producing over $250K in savings on finance and $1M on content delivery.

• CFO, FP&A, due diligence, and capital budgeting services to investors & owners.
• Designed and built financial models for capital raise, budgeting and business growth in startup, media, entertainment, ecommerce, biopharma, licensing, SaaS, CPG and industrial manufacturing, and franchising revenue.
• Established financial planning and analysis for $5M annual revenue fine arts shipping company.
• Provided finance, supply chain and management consulting to $3M manufacturer and online seller including ERP evaluation and warehouse logistics services RFP.
• Launched financial due diligence and strategy reporting and change management for $150M online luxury goods acquisition: developed business model, financial forecast, process improvement and related KPIs for expansion.
• Provided financial analysis and forecast used in acquisition negotiations for a digital media company: saved client $10M in purchase price adjustment related to intangible property valuation.

Chicago, IL, US

• $3M management/tax consulting practice of 6 professionals, inbound and outbound transactions.
• Analyzed and assigned valuations to more than $125 million in intangible property for intercompany royalties and cost sharing in biopharma, digital advertising, digital gaming, and industrial products.
• Performed due diligence for about 100 clients per year to establish transfer pricing, IRS audit support, and ASC 740 tax provision reviews.
• Reduced royalty payments and related tax by more than 15% of revenue by redesigning the cost sharing and re-inversion strategy for digital advertising firm.
• Implemented operational improvements for US International Tax Practice including Thomson Reuters Documenter and TP leverage model, resulting in 100% adoption in North and South America of improved practices and saving.

New York, New York, US

• Finance, operations, and operational excellence with the largest public biopharma company.
• Produced financial planning & analysis, inventory, and controllable expense apportionment and forecasting for approximately $1 billion annual Women’s Health business, including month end close and cross departmental.
• Partnered with supply chain, finance, marketing, and sales to identify, develop, and implement strategic opportunities to enhance effectiveness of sampling, voucher, and co-pay card strategies. Implemented program that.

New York, NY, US

Corporate and structured ratings and criteria development for premier public ratings agency.

Economic and financial consulting and academic research.

GB

International tax, management consulting, supply chain and transfer pricing

B.A., Economics

Ph.D., Economics

Cooperative Education Program In Computer Science