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Lisa Davis
Financial Analyst
Azle,Texas
Work Preference
Summary
Dynamic and results-driven professional with a proven ability to establish and achieve ambitious goals. Recognized for effective collaboration across all organizational levels to drive efficiency and deliver exceptional results. Dependable team player known for accuracy, commitment, and a strong work ethic. Consistent track record of quickly mastering new systems and technologies to enhance productivity.
Overview
37
37
years of professional experience
Work History
Senior Pricing Analyst
Overhead Door
Lewisville, Tx
02.2007 - 06.2026
- Led the creation of a comprehensive coding scheme for OHD products and pricing to facilitate the transition from JD Edwards to Oracle. Oversaw the input of all pricing data into Oracle, ensuring accurate item master creation and discount modifier integration. Managed product system configuration testing to confirm alignment with desired outcomes.
- Updated and maintained comprehensive month-end reporting on sales and gross margins to support financial analysis.
- Generated targeted showcase queries and reports, empowering product managers to optimize business unit management through informed decision-making.
- Oversaw maintenance of product price book files, implementing new product updates and ensuring pricing accuracy in JD Edwards and Oracle.
- Administered and updated parts pricing in MXP to ensure competitive positioning for Wayne Dalton.
- Oversaw Wayne Dalton dealer merchandising reimbursement program, ensuring compliance and effective communication with dealers.
Sr. Financial/Budget Analyst
Jacuzzi Whirlpool Bath
Dallas, Tx
01.2005 - 02.2007
- Assisted in the preparation and analysis of JWB overhead budget forecasts in partnership with Director of Finance.
- Created and managed cost identification and reporting tools to facilitate improved expense management across sales and overhead departments.
- Developed comprehensive presentations for monthly business unit meetings to illustrate financial performance and explain variances in operating results.
Financial/Budget Analyst
Interstate Batteries
Dallas, Tx
01.2004 - 01.2005
- Partnered with Assistant Controller to ensure accuracy in home office budget preparation and comprehensive analysis of financial inputs.
- Oversaw comprehensive maintenance of budget reporting system (BRS), ensuring accurate integration of actuals with existing cost capture systems.
- Supported financial reporting processes for Interstate Operations department, ensuring accuracy and compliance.
Financial Analyst
Andrew Corporation
Richardson, Texas
01.1998 - 01.2001
- Conducted analysis of discounts and gross margins by product to enhance visibility for management regarding pricing and profitability decisions.
- Assessed departmental budgets and overhead expenditures, enabling management to implement effective cost reduction measures.
- Reviewed and validated regional cost transfers in SAP, addressing cost problems to enhance accuracy of gross margin and operating profit figures.
Financial Analyst - DSEG and Corporate Groups
Texas Instruments Inc
Dallas, TX
01.1989 - 01.1998
- Forecasted and managed budgeted overhead spending for capital assets and sales revenue databases.
- Managed financial forecasting and billing processes, ensuring adherence to government compliance standards throughout the fiscal year.
- Conducted thorough analysis of worldwide product department ledger entries to support budget management and achieve monthly financial targets.
- Compiled industry data and produced comprehensive reports and graphs for semiconductor quarterly business reviews.
- Facilitated financial closing processes for various product departments, ensuring accurate journal entries and thorough product sales analysis to support management's productivity assessments.
Education
Bachelor Degree - Business Management
Amber University
Dallas, Texas01-1993
Skills
- Budgeting/Forecasting
- Cost Analysis
- Financial Reporting
- Variance Analysis
- Powerpoint, Word, Advanced Excel, Access, EssBase
- JD Edwards, MXP, Oracle, SAP
Affiliations
Member, Professional Pricing Society, 2018 to Current
Timeline
Senior Pricing Analyst
Overhead Door
02.2007 - 06.2026
Sr. Financial/Budget Analyst
Jacuzzi Whirlpool Bath
01.2005 - 02.2007
Financial/Budget Analyst
Interstate Batteries
01.2004 - 01.2005
Financial Analyst
Andrew Corporation
01.1998 - 01.2001
Financial Analyst - DSEG and Corporate Groups
Texas Instruments Inc
01.1989 - 01.1998
Bachelor Degree - Business Management
Amber University