Lisa Olson Email & Phone Number

San Francisco, California, Us

Billerica, Ma, Us

Leader of the CMC Materials global accounting team of 70+ professionals across the United States, Europe, and Asia responsible for corporate and operations accounting, accounts payable, accounts receivable, and consolidation. As Finance Integration Leader for Entegris’ acquisition of CMC Materials, executed the post-merger integration of processes, systems, and personnel of the CMC Materials Finance organization into the Entegris organization.

Chicago, Illinois, Us

Leader of a diverse team of 30+ professionals responsible for accounting and reporting, tax compliance, accounts receivable, accounts payable, travel and expense reimbursement, and treasury operations. Relied upon for providing accurate and timely reporting and strategic insight to executive leadership, various ownership groups and operational departments and divisions.

Chicago, Il, Us

Chicago, Il, Us

Responsible for leading a team of approximately 30 professionals to effectively and efficiently manage USG’s accounting, including consolidation, accounting policy and research, international accounting and operations accounting.

Makati, National Capital Region, Ph

Responsible for the 10-Q and 10-K filings, including XBRL. Managed the accounting, forecasting, budgeting and performance tracking for corporate and global business services functions including R&D, Marketing, Finance, HR, Legal and Compliance.

Chicago, Il, Us

Responsible for the coordination and review of external financial filings for Exelon's five SEC registrants, including filings with the SEC and the Federal Energy Regulatory Commission (FERC). Managed a team of four direct reports responsible for drafting and compiling disclosures and supplemental information and preparing earnings releases, board presentations, prepared remarks and investor presentations.

Chicago, Il, Us

Exelon’s Finance Development Program is a competitive three year rotational program for recent college graduates designed to provide a high-impact, cross-functional learning experience and increase readiness for future roles. The program provides a wealth of experience and the opportunity to develop effective leadership qualities through challenging positions, mentoring relationships and strategic projects. Primary responsibilities as Program Coordinator included coordinating with leadership and department managers regarding resource needs and scheduling of rotational assignments, building a recruitment plan to ensure program sustainability by attracting and retaining high potential candidates, planning and executing new hire orientation programs and ongoing professional development opportunities and developing marketing content for internal and external program branding.

Chicago, Il, Us

Exelon Business Services Company, LLC (BSC) is a wholly-owned subsidiary of Exelon Corporation and provides a variety of support services to other Exelon subsidiaries. All BSC costs are directly charged or allocated to the applicable subsidiaries using cost-causative allocation methods. Primary responsibilities included supervising accounting activities and the monthly financial statement close process for BSC, overseeing the billing of annual BSC costs to its customers in accordance with GAAP and regulatory requirements and managing the preparation and filing of the Federal Energy Regulatory Commission (FERC) Form No. 60, the annual report for centralized service companies.

Chicago, Illinois, Us

Engagement leader for a portfolio of real estate clients and overseeing the overall audit quality of the engagements, including project management, client relationship management and compliance with generally accepted auditing standards and firm policies. Clients included real estate opportunity funds and joint ventures owning multiple investments across all asset classes reporting on GAAP, income tax and fair value basis of accounting.Selected as a member of the national interoffice inspection team to perform peer reviews of other engagement leaders to verify engagements had been conducted in conformity with applicable professional standards and firm methodology and prepared and facilitated national real estate audit training courses (both live and via webcast) for assurance professionals.

Chicago, Illinois, Us

Managed multiple audit teams ranging from 2 – 7 staff members simultaneously for a portfolio of real estate clients and coordinating a portfolio of transaction support reviews (including cash flow and net operating income audits) for various real estate assets (retail, office, industrial, multi-family housing, hotels, etc.).Assisted the FDIC with the closing of multiple failed institutions under McGladrey’s Receivership Assistance Contract (RAC) by acting as the contract lead for the financial closing process team which included preparation and review of pro-forma jackets, coordination of resources and timing with the FDIC lead and management of a team of 10 – 20 contract workers.

Chicago, Illinois, Us

Performed audit, review, agreed upon procedures (AUP) and compilation engagements for a portfolio of real estate clients reporting on GAAP and the income tax basis of accounting and preparing federal and state 1065 and 1120-S returns for real estate partnerships. Selected to participate in a three month secondment program from May 2006 - July 2006 in Auckland, New Zealand at Staples Rodway Chartered Accountants with seven other secondees from the U.S, Canada and Australia. Secondment responsibilities included assisting audit supervisors in completing audits under International Financial Reporting Standards for real estate and manufacturing clients.