Summary
Overview
Work History
Education
Skills
Certification
Proficiency
Timeline
Generic

Lisa Lyle

Prosper,TX

Summary

Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. High-performing professional with 20+ years of experience. Recognized as a top performer through superior ratings and increasing responsibility. Chairman’s Award winner.

Overview

25
25
years of professional experience
1
1
Certification

Work History

Senior Manager - Cross Functional

JCPenney
12.2019 - Current
  • Designed and coordinated standardized reporting for headcount tracking
  • Interfaced with the senior executive team across six organizations to complete zero-based budgeting and monthly forecasting and reporting
  • Provided financial guidance for capital projects, international office lease renewals, merchandise partnerships, and ad hoc corporate initiatives

Corporate Accounting Function

Learfield Communications
10.2018 - 09.2019
  • Assisted with the annual financial audit, accounts payable, monthly forecasting, annual budgeting and Indirect Tax Compliance
  • Documented accounting processes/procedures and identified controls
  • Streamlined the monthly indirect tax compliance, tax computations and account reconciliations
  • Created and presented quarterly dashboard highlighting key financial metrics.

Director - Stores

JCPenney
06.2002 - 09.2016
  • Worked to ensure each store had a challenging, yet attainable budget used for compensation purposes
  • Interfaced with store executives, district managers, and over 1100 store managers
  • Provided financial guidance for store programs including new and closed stores, lease renewals, store renovations, and impairment testing
  • Selected on a cross-functional team to improve new store performance by identifying new markets, conducting research, and developing targeted marketing campaigns
  • Provided mentorship and training to a high-performing team that acted as the central finance point of contact for stores
  • Accelerated the budget timeline by one quarter and helped in the design and upgrade of a new SAP budgeting program
  • Trained key associates via national webcast

Finance Manager - Salon

JCPenney
  • Improved financial forecasting accuracy and efficiencies by developing a comprehensive model
  • Budgeted full P&L at the store level used for incentive compensation purposes
  • Developed reporting for executive decision-making support
  • Partnered with the business on the In Style Salon Rebranding Initiative and capital needs
  • Provided financial guidance during the contract phase and scenario cash flow modeling to obtain capital approval
  • Worked with leadership to testing metrics to determine success criteria of the In Style Salon pilot

Senior Manager - Marketing

JCPenney
  • Worked with marketing leadership to refine reporting and implement an up-front testing strategy in a fast-paced, changing environment
  • Provided ad hoc analysis and ROI’s
  • Collaborated closely with peers from other departments to success in a new Loyalty program
  • Enhanced acquisition and retention strategies for JCP Reward customers in an effort to increase trip frequency and average spend
  • Supported initiatives while balancing financial objectives and fiduciary responsibility
  • Mentored junior staff members for skill development and career progression within the organization

Finance Manager - Capital Coordinator

JCPenney
  • Supported capital spend of $800M
  • Planned and organized committee meetings, distributed proposal decks, and conducted post review analyses and capital projections
  • Participated on the Capital Appropriations Committee by acting as a liaison between the operations teams and the committee members
  • Team included the CEO, CFO and other top senior executives
  • Collected pertinent financial data and helped summarize on an executive level.

Financial Planning Specialist - Corporate Finance

JCPenney
  • Assisted with executive-level presentations, training classes, and departmental updates
  • Supported creation of detailed ROIC report to measure performance by channel / store / division
  • Implemented training programs for non-finance executives about the meaningfulness of ROIC
  • Served as the finance lead for the Sephora inside JCP initiative and ensured all terms of the proposal were current and accurate and provided projections to illustrate the impact of the terms.

Financial Planning Analyst - Supply Chain

JCPenney
  • Responsible for the coordination and preparation of the monthly supply chain forecast
  • Identified cost-saving opportunities by conducting thorough expense analyses
  • Worked on a cross-functional team to support the optimization project which included the consolidation of Store Support Centers

Teaching Assistant

Texas A&M University
08.1998 - 05.2002
  • Managed grades, class web site, and proctoring of tests
  • Provided additional assistance by offering regular test review lectures.

Audit Intern

Arthur Andersen
01.2001 - 04.2001
  • Enhanced audit efficiency by conducting thorough risk assessments and identifying key areas of focus.
  • Gathered information from clients, tested controls through interviews and observation, and organized and maintained client work papers.

Education

Master of Science - Finance

Texas A&M University
College Station, TX
05.2002

BBA - Accounting

Texas A&M University
College Station, TX
05.2002

Professional Program of Accounting

Skills

  • Financial Planning & Analysis
  • Project Management
  • Process Improvement
  • Investment Modeling
  • Leadership
  • Corporate Strategy
  • Budgeting and Forecasting
  • Trend Analysis
  • Capital Budgeting
  • Training and Development

Certification

Certified Public Accountant

Proficiency

  • Excellent proficiency in Microsoft Excel, Oracle Hyperion Smartview
  • Experienced in SAP Business Planning and Consolidation, Anaplan, Cognos, and Microstrategy, Great Plains, Prophix

Timeline

Senior Manager - Cross Functional

JCPenney
12.2019 - Current

Corporate Accounting Function

Learfield Communications
10.2018 - 09.2019

Director - Stores

JCPenney
06.2002 - 09.2016

Audit Intern

Arthur Andersen
01.2001 - 04.2001

Teaching Assistant

Texas A&M University
08.1998 - 05.2002

Finance Manager - Salon

JCPenney

Senior Manager - Marketing

JCPenney

Finance Manager - Capital Coordinator

JCPenney

Financial Planning Specialist - Corporate Finance

JCPenney

Financial Planning Analyst - Supply Chain

JCPenney

Master of Science - Finance

Texas A&M University

BBA - Accounting

Texas A&M University

Professional Program of Accounting

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Lisa Lyle