lisa leikin

vice president, corporate finance

About

Vice President, Corporate Finance at Bentall Kennedy

Country

united states

City

seattle

Industry

commercial real estate

Skill

financial analysis, financial reporting, accounting, corporate finance, auditing, portfolio management, gaap, strategic planning, internal controls, finance, process improvement, analysis, banking, budgets, sarbanes oxley act, capital markets, us gaap, health insurance, financial modeling, sec filings, cash management, forecasting, derivatives, risk management, wellness, budgeting, consultancy, bonds, equities, hedging, sec reporting, statutory, problem solving, change leadership, cross functional team leadership, team building, wellness industry, big 4

Experience

vice president, corporate finance

bentallgreenoak

2013-8 - Present · 13 yrs 2 mos

Responsible for leading all aspects of finance operations, corporate accounting and reporting, banking administration, and strategic and business planning in the U.S. Lisa also serves as Chief Financial Officer and Financial & Operations Principal (FinOp) for Sun Life Institutional Distributors (U.S.) LLC, an affiliated broker-dealer and FINRA member.

accounting and financial reporting manager

premera blue cross

2009-5 - 2013-8 · 4 yrs 4 mos

Responsible for companywide financial reporting (GAAP, statutory and internal), as well as ownership of administrative cost allocations, investment portfolio accounting/analysis, fixed assets, inter-plan finance activities for Blues system and self-funded customer billing. Consult on the financial and operational impacts of business alternatives, strategies and regulatory matters.

vice president - senior acctg manager

jpmorgan chase & co.

2003-4 - 2009-2 · 5 yrs 11 mos

Jan 2007 to Feb 2009 - Treasury Continued responsibility for investment portfolios and conversion to new system. Liason between Treasury business activities and Corporate Finance. Coordination of Treasury transition from Washington Mutual to JPM Chase. Jan 2005 to Jan 2007 - Capital Markets Finance Special projects pertaining to hedging and analysis of loan portfolio. Responsibility for accounting, reporting, and financial analysis of investment portfolios held by all bank divisions. April 2003 to Jan 2005 - Corporate Accounting Policy Consulting for bankwide deal and transaction activity, as well as implementation of emerging guidance and requirements.