Lisa Thompson
Vice President, Technology Financial Planning and Analysis @LPL Financial
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WORK HISTORY
Vice President, Technology Financial Planning and Analysis @LPL Financial
Fort Mill, SC, US
Led actions to take assigned areas from being over budget by $47M to reducing that overage by 90% within one quarter by instilling rigorous financial disciplines to bring them within 10% of the original budget commitment• Oversaw funding and reporting for Mergers and Acquisitions, including supporting business case analysis for strategic investments• Drove robust forecasting, reviewed operating expense results, and identified variance explanations and resulting action items to improve profitability• Delivered accurate and compelling financial reporting presentations to increase transparency to the Technology Executive Leaders• Built a high-performing Financial Planning and Analysis team, supporting the Technology areas of Information Security, Data, Analytics, and Investor Relations Technology Operations divisions
EDUCATION
University of North Carolina at Charlotte
Master of Accountancy (MACC)
The Ohio State University
Bachelor of Science in Business Administration (BSBA)
ABOUT LISA THOMPSON
Strategic, results-driven financial executive offering expertise in rigorous financial management, operational improvement, and delivering financial strategies that align with business objectives. A trusted problem solver, business partner, and effective communicator, known for collaborating with executive leaders to drive multi-million-dollar cost savings while maintaining the accuracy of billion-dollar financial plans and forecasts across multiple lines of business. Adept at translating complex financial data into actionable insights that support strategic decision-making, with proven success in building and managing high-performing finance teams to streamline processes, increase efficiency, drive revenue growth, manage costs, and enhance profitability. My competencies extend to Essbase, SAP, Oracle Hyperion, Cognos/EDW, TM1, Tableau, Power BI & MS Office/Advanced Excel. Key Achievements Include: • Led actions to take assigned areas from being over budget by $47M to reducing that overage by 90% within one quarter by instilling rigorous financial disciplines to bring them within 10% of the original budget commitment• Streamlined processes and collaborated with the technical team to update systems to include additional automation, generating a 20% increase in productivity• Oversaw financial modeling to support business delivering capacity planning, including a comprehensive set of people, processes, and technology levers, for US, Mexico, and Asia, increasing forecast accuracy by 16%• Revamped processes and procedures concerning forecast posting, utilizing forward-thinking to implement automation, and reducing the number of FTEs from 3 to 1 • Directed the organization through critical industry compliance changes, implementing Sarbanes Oxley compliance and other regulatory reporting requirements• Co-authored the article Fourteen Types of Idle Capacity, which was published in the Cost Management Magazine
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