Lisa is a senior level executive with 35 years experience contributing to entity integrity, expansion and overall success through outstanding financial, project, and talent management expertise. She is an accomplished specialist in financial analysis, accounting operations, and office administration with a proven track record for leading through periods of both expansion/enhancing profits and enhancing profits/reducing costs. Lisa exhibits an impressive work ethic and a passion for excellence with a gift for building strong and talented teams and mentoring/motivating staff... SEE MORE
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 travel, spin class, yoga, neighborhood walks and most of all, time with her family.
Contact Lisa: lisacaldwell@b2bcfo.com 214.616.5678
