Lisa A. Potok
Chief Financial Officer @Beam Global
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WORK HISTORY
Chief Financial Officer @Beam Global
San Diego, CA, US
EDUCATION
Hillsdale College
BA, Accounting
University of California, Irvine - The Paul Merage School of Business
MBA
ABOUT LISA A. POTOK
Startup to Global multi-$B Financial Management, eComm/Food & Beverage/Consumer Goods/Retail store fronts/Biotech/Med Device, IPO/Re-list on NASDAQ/Raising Capital, Venture Capital, Private Equity, SEC/Financial Reporting/Consolidations, Streamlining Processes/Reduce Monthly Close Timing/Paper Elimination, International Operations/Tax Compliance, Treasury Operations/Cash Management, FP & A/Strategic Planning/Budgeting/Forecasting, Manufacturing Operations/Inventory/Cost Accounting, Merger & Acquisition Due Diligence & subsequent Integrations, Hiring/Mentoring/Employee Development, Procure-to-Pay process optimization, SOX Accounting/Operational Controls, Internal Controls, Revenue Recognition/SaaS, Income/Sales & Use Tax Management, Manage External Audit Relationship, Corporate Restructuring/De-centralized to Centralized, Large ERP Implementations & Upgrades - Oracle, SAP, NetSuite, Microsoft Dynamics AX, JDE, Navision, Quickbooks, Develop Technical Memos/U.S. GAAP & IFRS, Management of Cross Functional Projects, Management includes Accounting Operations, Finance, Cost Accounting, FP & A, Human Resources, Payroll, Manufacturing Operations, Purchasing, IT, Legal and Facilities
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