Lisa Fitze Stephens

Director, Finance @ Pfluger Architects

About

Senior financial executive with experience in multiple industries, including engineering, transportation services, manufacturing, real estate, technology, and health care. Successful leader and positive team builder with expertise in high growth environments as well as financially challenging situations. Areas of strength include: Strategic Planning: Executive team member and financial leader experienced working with business unit managers to develop strategic priorities that align with corporate objectives. Collaborates with operational leaders to convert operating goals into financial forecasts. Team oriented management style, mentoring and empowering employees to encourage excellence within the organization. Financial Reporting and Analysis: CPA experienced with accounting oversight, internal controls, and process improvement. Experienced presenting external and internal financial reports to boards and investors. Able to communicate key performance metrics to non-financial executive peers. Financial due diligence experiance ranging from asset acquisitions to corporate mergers. Financial Management: Experienced with managing banking relationships and monitoring debt compliance. Skilled at cash flow forecasting from weekly to multi annual views. Benefits Administration: Proficient at evaluating, selecting and administering employee health and retirement plans and overseeing human resource policies and procedures.

Country

United States

City

Austin

Industry

Accounting

Skill

Financial Reporting, Financial Analysis, Financial Modeling, Strategic Planning, Due Diligence, Finance, Real Estate Development, Accounting, Auditing, Start-ups, Venture Capital, SEC filings, Entrepreneurship, U.S. SEC Filings, Mergers & Acquisitions, Internal Controls, Budgeting, Management

Experience

Director, Finance

Pfluger Architects

2025-9 - Present · 1 yr 1 mo

Director of Finance

Loram Maintenance of Way, Inc.

2023-5 - 2025-3 · 1 yr 11 mos

Georgetown, Texas, United States

Loram Technologies (LTI) is the leader in next generation tie and ballast inspection equipment & services, digital services and friction management products & services designed to advance railroading globally. LTI was consolidated into its parent corporation, Loram Maintenance of Way in March 2025. - Directed strategic financial planning. - Advised executive team on all financial matters to reduce risk and improve profitability

Director of Financial Planning and Analysis

Loram Maintenance of Way, Inc.

2021-1 - 2023-5 · 2 yrs 5 mos

Georgetown, Texas, United States

Loram is the leading maintenance of way equipment and services provider to railroads worldwide. - responsible for directing the financial planning and management reporting to guide executive decision-making by providing financial analysis and performance metrics.

Division Controller

GREX- Georgetown Rail Equipment Company, a Loram Company

2017-2 - 2021-1 · 4 yrs

GREX is a privately held railroad inspection and maintenance of way company which provides innovative Real Rail Solutions® for class I railroad customers across the globe. -Lead all accounting, financial reporting functions and oversaw HR, payroll and benefit plans.

Director of Accounting & Finance

Live Oak

2015-12 - 2016-11 · 1 yr

Austin, TX

Live Oak is a privately held commercial property services and management company. - Directed the accounting department and all aspects of internal and external financial reporting for company held and third party managed assets.

Director of Finance, Real Estate

Castletop Capital

2003-1 - 2015-12 · 13 yrs

Austin, TX

Castletop Capital is a $250 million private equity and investment management organization focusing on residential and commercial real estate holdings and early stage technology companies. - Analyzed and made recommendations for new investment opportunities. - Managed managed real estate development projects including relationships with civil engineers, attorneys and external capital partners. - Created financial models, cash flow forecasts, and monitored portfolio returns.

Controller, Director of Finance & Administration

TeraVicta Technologies

2001 - 2003 · 2 yrs

Austin, TX

TeraVica was an early stage semi conductor research & development company. - In charge of accounting policies, procedures and reporting to venture partners. - Oversaw all finance, risk management and payroll/ HR functions. - Managed banking and legal relationships.

Controller

Globeset

1999 - 2000 · 1 yr

Austin, TX

Globeset was a rapidly growing software company with an e-wallet application. - Established accounting policies and procedures and worked with other business unit leaders on internal controls and operational processes. Lead the accounting and HR departments on all reporting, hiring, compensation and benefits matters. Managed relationships with external auditors, tax advisors and investment bankers

Audit Manager, Technology Industry

PwC

1997 - 1999 · 2 yrs

Austin, TX

Clients included software, healthcare information systems and manufacturing companies ranging in size from venture backed start-up’s through initial public offerings and publicly held corporations.