1. Lisa A. McWatty, CFE
Goal Oriented, Focused and Results Driven Accountant with extensive knowledge in financial accounting and excellent
communication skills looking to make an impact on the bottom line by utilizing my tax, financial analysis, andproblem
solving abilities to grow revenue for profitable corporate company.
PPD, Inc., Wilmington,NC
Global Sr. Operations Finance Analyst 7/2014 to present
Analyze projectbudgetsforoverspendsandrisk. Workcloselywith C&PDandclinical projectmanagement
teamas well asseniormanagementwithreportingprocess.
Manage 45 drug study project budgets between $500k and $25m
Responsible for all financial reporting of budgets to senior management
Attend all monthly/quarterly project reportingmeetings
Assist manager train team members when needed
Work closely with Contracts & Proposal on internal budget grids for client proposals
Southland Amusements& Vending,Wilmington,NC
Financial Staff Accountant 3/2013 to 7/2014
Plan,coordinate andimplementfinancial processestoassure profitabilityandreduce unnecessaryexpenditure.
Ensure timely payments of contracts, vendors and independent contractors
Oversee accounts payable for timely payments andcompliance
Validate all revenue and expenditures allocation for each entity
Analyze and prepare annual budget for each entity
Assist CFO with audits and year-end procedure
Provide weekly cash flow reports to owner and CFO
Coordinate with cross functional team and leadershipto ensure proper collection reports are receivedandprocessed
Development of policies, procedures and objective of department
Train accounting staff on new Standard Operating Procedures
UNC-Wilmington,Wilmington,NC
Tax Compliance Manager 10/2008 to 3/2013
Oversawall areasof taxationfor the universitybyidentifyingbusinessareasthatwere payingincome taxesin
error.
Liaison with Purchasing Department to detect and deter procurement fraud
Prepared and taught tax training classes for all faculty and staff
Designed, maintainedand updated tax webpage for UNCW website
Evaluated and amended prior year 990-T tax returns yielding the university over $180k in refunds
Identifiedadditional tax savings and refunds for university
CreatedProcedure Manual for Tax Department
Director of Associated. Entities 11/2007 to 10/2008
Supervised departmentandoversaw/maintained300+ universityendowmentsandscholarship budgets.
Collaboratedwith staff to deliver financial reporting to inform senior management on the financial status of each
entity
Confliction resolution
Managed multiple 501(c)(3) organizations andworkedclosely with Boardof Directors
CreatedProcedure Manual for Associated Entities Department
Time WarnerCable,Wilmington,NC
Staff Accountant 2/2006 to 11/2007
Provided managementwithfinancial informationbyresearchingandanalyzingaccounts;preparingfinancial
statements.
Prepares general ledger entries by maintainingrecords andfiles, reconciling accounts
Accounts Payable process
4969 PleasantGrove Drive
Wilmington,NorthCarolina28412
Cellular- 910.274.3451
2. Analyzes information andoptions by developing spreadsheet reports; verifying information
Answers accounting and financial questions by researching and interpreting data
PPD, Inc., Wilmington,NC
Supervisor - Clinical Operation Finance 2/2004 to 5/2005
Supervised staff andoversaw 250+ drugstudyprojectbudgetsfor the Latin AmericanSubsidiaries.
Instructed staff on budget projections
Conflict resolution
Produced monthly financial statements to financial reporting department
Oversaw accounts payable process to foreign vendors and doctors
Teamed up with tax manager on international tax issues
Assisted with software conversion
Workedwith auditors with the implementation of internal controls for accounting department
Workedwith Contracts & Proposal on all bids for Latin America
Sr. Financial Analyst, Clinical Operation Finance 4/2001 to 2/2004
Assistedwithhiringandtrainingnewstaff. Ialso implementednew processesforbudgetandfinancial reporting
to uppermanagement.
Managed 250+ drug study project budgets between $500k and $15m+
Createdjob description for new positions
Submitted monthly financial statements to financial reporting department
Trained new staff members
Workedvery closely with Contracts & Proposals on bids for Latin America
Prepared payment schedules for projects
Discussed billing issues directly with clients
Financial Analyst, Clinical Operation Finance 4/2000 to 4/2001
Managed all projectbudgetsforLatinAmericansubsidiaries. Participatedin monthlymeetingswithsenior
management.
Managed 250+ drug study project budgets
Responsible for budget projections
Createdjob procedures for department
Prepared monthly financial statements to financial reporting department
Workedclosely with Contracts & Proposals on bids for Latin America
Certifications
Certified Fraud Examiner (CFE)
UNC- PEMBROKE, PEMBROKE, NC
1989-1992
Major: Criminal Justice
Minor: Psychology, Sociology - 3.0 GPA
UNCW/CFCC, Wilmington, NC
1998
Concentration: Accounting 28+ semester hrs. – 4.0 GPA
CPA Candidate
Specialized Skills
Interpersonal CommunicationSkills: excellent management, written andoral communication skills
Strong Leadership Skills: observed, coached, developed, facilitatedand trained
Software Knowledge: Proficient in Microsoft Office, FRX Reporting, QuickBooks, Quicken, Lawson, ADP Payroll, PeopleSoft,
FAS Management, Banner, SSRS, SAP, Microsoft Great Plains, Windstar, Amusement Smart, KRONOS, Adobe, Yardi, Clarity,
Time Site
Organizational Skills: planning, scheduling and implementation through a variety of work experiences.
