Lisa Wootton

Experience

• 

  Triversity

  Jan 1998 - Oct 2005

  General Accountant

  Company acquired by SAP in October 2005.•General accounting duties including A/P, employee expense reimbursements, treasury, intercompany, month-end entries and accruals.•Created and maintained the financial statements, distributed profit and loss statements to various managers•Accounting software administrator - GL account/vendor/customer creation, maintenance of allocation accounts, led the accounting system upgrades•Responsible for year-end close of the accounting system•Led the migration of legacy accounting system to Great Plains, trained new staff on use of the software Show less

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  SAP

  Oct 2006 - now

  Process Experience Designer for the Revenue Accounting Process Management team with focus on new business models and business initiatives across all LoBs.Led several LECs and integrations for newly acquired companies to SAP systems and processes.Work with neighbouring Process Managers (Controlling, Order to Invoice, Sales) to optimize the value stream in pursuit of Standardization, Simplification and AutomationSupported the IFRS15 RA migration for Services and post-migration clean-up/reconciliation for all LoBs. Show less •Financial planning and analysis, reporting and business support for Canada Education.•Financial planning and analysis, reporting and business support for Global Facilities Management Canada.•Prepare revenue reports for Presales quarterly variable compensation.•Review and approve consulting services quotations.•General accounting and controlling entries at month end, including audit accruals, insurance accruals, and intercompany chargebacks. Review assigned balance sheet account portfolio including cash, prepaids, accrued liabilities, deferred maintenance, inventor compensation and SOP/SMP accounts. Ensure reconciliation of intercompany transactions including posting of documents and follow up with other subsidiaries on outstanding postings.•Post, analyze and reconcile maintenance revenue recognition entries.•Calculate and post third party Education maintenance royalties; liaise between third party and Maintenance Finance for questions, discrepancies or missing royalties.•Post and reconcile intercompany accounts payable and receivables.•Monthly analysis and calculation of non-resident expenses subject to Federal and Provincial withholding taxes as part of the Canada monthly intercompany payment run; improved the efficiency of the analysis through system reporting.•Provide accounting support to Treasury, Accounts Payable and Accounts Receivable colleagues including colleagues from recently acquired companies.•Led testing for CPS automation of the maintenance spreading tool and the blocked billing documents report in the Financial Close Cockpit for Canada.•Led testing and implementation of an online credit card portal for customer A/R payments•Led testing and implementation of the In-House Cash payment process for SAP Canada.•Implemented new method of royalty reporting and payment of RWD royalties for Canada to simplify the process and align with US methods.•Received 3 short-term achievement awards and numerous peer-to-peer recognition awards. Show less

  • Process Manager - Revenue Accounting

    Jul 2017 - now

  • Financial Analyst/Accountant

    Oct 2006 - Jun 2017