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LISA M.

PICKETT
Wichita, Kansas (H) 316-775-3154 (C) 316-213-1298 kpickett@cox.net

SUMMARY
Senior Corporate Accounting/Financial Analyst with 25 years experience in the Hi Tech Industry. Background in several functional areas including revenue/margin analysis, operational expense analysis & budgeting, inventory, and audit.

Key Skills:
Working knowledge of GAAP in background areas, and application to operational issues. A self starter who takes personal ownership of every assignment, with commitment to delivering results. Strong error detection & problem solving skills, with focus on preventive measures to improve future quality. Good communication skills, both verbal and written. Effective in cross-functional work groups/projects, as leader or contributor. Works equally well with on-site and remote peers & management. Customer focus proven ability to assess customer requirements and fill with efficient solutions. Adaptable to a changing environment, tolerant of stressful situations. Proficient in accounting adjustments, balance sheet reconciliations, flux analysis, audit schedules. ERP Systems: SAP (2007-2012); Oracle (1997-2007, 2011-2013). Key contributor to several system implementations & upgrades for both Oracle and SAP. Proficient at drilling for information on key documents & financial transactions, reporting query tools. Microsoft Office (Excel, Word, Outlook, PowerPoint). Advanced Excel user.

PROFESSIONAL EXPERIENCE
NetApp Inc. Wichita, KS 2012-2013

Senior Financial Analyst, OEM Field Sales Finance Provided accounting and financial analysis support for OEM Sales. Areas of responsibility included revenue and standard margin, marketing development funds (MDF), and expensed materials tracking. Accounting: Prepared accrual estimates for rebate & discount programs, MDF programs, and adjustments for expensed material sold to customers. Balance sheet account reconciliations for related rebate and MDF reserves. Reporting: Monthly net revenue reporting included a detailed billings/financial adjustments report and summarized management trend reporting of revenue and margins by customer/product, including key metric trends. Prepared expense reporting for customer materials, marketing and contractual MDF reserves. Forecast: Provided a monthly forecast of all financial adjustments to OEM billings and a standard margin forecast with analysis of forecast vs. actual flux. Controls: Teamed with revenue accounting and accounts receivable to develop and implement a new Finance process to route for approval ad-hoc invoicing requests. 3rd party MDF payment vendor. Monitored NetApp's prefunded cash balance with payment vendor and initiated additional funding as required. Partnered with Marketing to work various issues with the vendor.

LSI INC. Wichita, KS

1988-2012

Sr. Financial Analyst, Transition Services Agreement (TSA) (2011-2012) Supported both LSI and NetApp in the transition of LSIs ESG division to NetApp. For LSI: Monitored the close-out of ESG marketing development fund (MDF) and deferred revenue reserves. For NetApp: Performed a quality audit of significant billings on LSI's SAP system. Performed monthly GL/TB recon for snapshot close. Assisted the data retention team on extract of NetApps GL data from LSIs SAP system.

Lisa M. Pickett 316-775-3154 (home) 316-213-1298 (cell) kpickett@cox.net

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LSI INC. Wichita, KS (continued)


Senior Financial Analyst, ESG Sales & Marketing (2008-2011) Accounting analysis, forecasting, reporting and audit support for 400 sales & marketing professionals. Key Accomplishments Reporting: In partnership with Sales Operations, developed and implemented 3 tier manager spending trend reports, delivered via a file-sharing web site. Reports included detailed travel reporting by manager, a summary travel dashboard report with metrics and Marketing Development Fund (MDF) reports for key OEM accounts. Received a "Winner's Circle" award from Sales Operations for developing these reports, July 2010. Audit: Key contributor to LSI Internal audit of the ESG MDF program, May 2010. Accounting: Monthly review and adjustment of contractual MDF and sales commission reserves. Quarter end reconciliation of related reserve accounts. Forecast: Monthly corporate forecast of controllable spending. Key areas of focus: headcount, salaries & benefits, travel, MDF and material spending. Prepared monthly analysis of variance to forecast for finance management. Senior Financial Analyst, ESG Revenue & Margin (1999-2008) Comprehensive responsibility for accounting adjustments, forecasting, reporting, and internal/external audit requirements of ESG revenues and standard margins. Key Accomplishments Accounting: Prepared revenue adjustments and related balance sheet reconciliations to ensure compliance with GAAP. Nature and scope of adjustments evolved significantly over time with changes in product delivery methods, key customer sales contracts, and legal/tax structure. Areas of focus included sales return programs, rebate & discount programs; shipment/hub pull accruals, deferral of billings with contingencies, service revenue deferral/amortization. Forecast: Provided estimates of financial adjustments to revenue for the quarterly revenue forecast. Key contributor to cross-functional quarter end revenue tracking meetings. Margin analysis: Performed monthly exception reviews of standard margins by customer/product, to identify potential pricing/costing errors and trends. Accrued corrections as needed, addressed root causes with functional partners as required. Reporting: Monthly revenue reporting included a revenue/margin details file that was used for sales commissions and internal/external reporting. A quarterly trend report for Sales summarized the revenue and standard margin results by major customer and product. Audit: Worked extensively with LSI internal and external auditors (PWC) on quarterly financial audits, annual statutory audit of Ireland legal books, annual SOX internal control audit, and two different IPO audits of the ESG division performed in 2000 and 2003-2004. Implemented an internal quality audit of significant billing transactions, in partnership with customer operations. Results of this quality audit were utilized by the external auditors, reducing audit fees. Accounting/Financial Analyst, Early Career (1988-1999) Key Accomplishments Inventory Analyst: Annual physical inventory coordinator, inventory reserves (spares/physical/E&O/reval). Reconciled inventory conversion for Oracle upgrade project (2005). About six years of experience in this area, as individual contributor and also some supervisory during the early years as revenue analyst (1999-2005). Other: Fixed Assets, Accounts Payable, General Ledger, Activity Based Costing. One to three years experience in each of these areas, in some cases overlapping with Inventory duties.

EDUCATION
M.B.A. University of Texas Austin, Texas B.B.A. in Accounting University of Texas Arlington, Texas