Lisa Sciarrino, MBA

Head of Administration, New York branch

CFO Consulting Partners is a financial management consulting firm serving the needs of boards, CEOs and CFOs. I provide senior-level financial management, accounting, corporate governance and project management services to small and mid-sized public and private companies, and will solve your complex financial management and accounting and regulatory issues on time and correctly. If I can be of service to you, please reach out to me at LSciarrino@cfoconsultingpartners.com or (646) 650-2028 x 737.

Managed administrative functions including workplace operations, real estate, and crisis management/business continuity. Led high-impact strategic projects to support corporate objectives. Served on Executive, Compliance, Operational Risk and 401k Committees. Key Responsibilities & Achievements: • Strategic Initiatives & Project Management: Managed cross-functional projects to drive operational efficiency and support corporate simplification goals. Highly regarded team leader/member • Workplace Operations: Completed a $5 million office renovation, 10% under budget; implemented a Smart-Working model, enhancing employee productivity and flexibility • Crisis Management & Business Continuity: Developed and implemented branch Business Continuity Plan, ensuring operational resilience with defined recovery objectives and backup solutions • Corporate Governance & Efficiency: Developed governance frameworks, ensuring policies, procedures, and operational guidelines were in place. Fostered a culture of disciplined cost management and developed KPIs, achieving annual savings of over $300k • Interim Head of HR: Led the HR function in 2022, overseeing compensation process, employee relations, payroll, benefits, and on/off boarding for local and expatriate staff • Team Leadership & Development: Mentored and developed a high-performing team of 15 professional, clerical and outsourced staff, fostering career growth and continuous learning • Pandemic Response: Directed the branch’s COVID response, ensuring employee safety and continued business operations • Regulatory Compliance: Managed the relationship with regulators, ensuring adherence to regulatory standards and successfully overseeing annual exams • KYC Process Development: Built and trained a team to develop and implement a robust KYC process tailored to local regulatory needs • Culture & Conduct: Chaired the Branch’s Culture & Conduct Committee, enhancing employee engagement, DEI efforts, and sustainability initiatives

Developed and implemented the branch’s business continuity and crisis management plan to ensure operational resilience, adhering to regulatory requirements and best practices in a continually evolving landscape. Conducted business impact analyses, defined downtime tolerances, recovery point objectives, and established a backup site. Prepared departmental resumption plans and designed comprehensive testing program. Managed the accounting and reporting function, including general ledger, accounts payable, budgeting/forecasting and financial reporting. I approached my responsibilities with a keen financial eye and attention to detail. I established an expense approval process to minimize operating costs. I also implemented a new general ledger (Unit4/Coda). During this growth period, I also successfully managed the integration of books, records, and processing systems after mergers on several occasions.

I was recruited by my former manager to oversee the branch’s readiness for the century date change as required by federal banking regulations. This project management role included: • developing a detailed systems testing program for certain required dates • assessing the readiness of the branch’s vendors and clients • preparing communications regarding the bank’s preparations.

Managed the accounting and reporting function for the broker dealer subsidiary of Swiss Bank, including accounts payable, general ledger, and financial reporting. Implemented a new general ledger.

Performed audits and prepared financial statements for companies in a variety of industries. Obtained my license as a Certified Public Accountant and began managing junior staff.