Lisa Caldwell

Lisa has worked in a variety of industries including hospitality/restaurant, service, and retail, ranging from $19M to $5B, with an expertise in medium-sized, closely-held entities. She is a skilled collaborator with owners, management, bankers, external auditors, outside legal counsel, and other stakeholders. She is well versed in both "rolling up her sleeves" to coach/mentor staff and working with executives at the "20,000 view" to analyze the big picture.

Lisa has a breadth of experience, including:

- Cash Management and Cash Flow Forecasting
- Financial Operations Management
- Internal Controls Evaluation and Revision
- Controllership and Decision Support
- Vendor & Investor Relations
- Creative Problem Solving
- Strategic Planning, Budgeting and Forecasting
- Business Expansion
- Financial Reporting & Analysis
- Risk Management
- Team Building & Staff Development
- M&A Due Diligence & External Audit
- Banking, Debt and Debt Covenant Compliance

Lisa is a licensed CPA in the state of Texas with a Bachelor of Science degree in Accounting from Texas A&M - College Station. Her home is in Dallas, TX where she is active in her church and community. She and her husband have 5 children, 3 grandchildren and 2 dogs. She enjoys spin class, yoga, neighborhood walks and most of all, time with her family.