Zurich Insurance

Project Accountant

Moni Talks

Chief Financial and Executive Officer

Monegize Holdings

The Contractor Service Group / Idoui Limited

Finance Director

Idoui Limited

Group Financial Controller

Monthly Advance Loans Limited

Director

A Nelson & Co Ltd

Nelsons is Europe's longest established homeopathic manufacturer (since 1860), and the UK's largest manufacturer of natural healthcare products.

As Financial Controller I was responsible for:-

Production of consolidated monthly management reports for Group including variance analysis and profit bridge
Provision of information for a number of Non Trading Cost Centres including Directorate and Finance 
Production of monthly KPI’s and commentary for Board Pack
Preparation of budgets and forecasts including cash flow for A Nelson & Co and Consolidation for Group 
Preparation of draft Corporation Tax Returns for Accountants
Preparation of draft Stat Accounts for Accountants
Management of team of 7, including payroll, Financial Accountant and ledgers
Recruitment and setting of objectives for team
Cash management
Liaison with External Auditors for year-end Audit

I left this role to move to the Isle of Man.

Financial Controller

Life & Style Retail Ltd

Life & Style Retail was the phoenix of Ethel Austin Limited, unfortunately L&S entered administration in June 2011.

Production and management of daily and forward looking cashflow forecasts
Negotiating with suppliers regarding payment plans in times of limited cashflow
Dealing with Landlords with regards to rent payments 
Preparation of Management Accounts for Directors
Preparation of budgets and forecasts for the business including cost reductions
Member of the Senior Management Team
Recruitment and day to day Management of Finance Team
Assisting Finance Director

Vergo Retail Ltd

I initially joined Vergo in April 2009 as the Assistant Financial Controller.  During the interview process the existing Financial Controller indicated he planned to retire during 2010.  Following his retirement I was promoted the position of Financial Controller in March 2010.

Vergo expanded rapidly in 2009 with the acquisition of 5 stores in March and then a further 12 stores in July which took the number of department and homestores it operated to 20 with a turnover of £50m.

On 7th May 2010 Vergo entered Administration and consequently it is with regret that I am seeking new employment.  My principal role includes:

Production of daily and forward looking cashflow forecasts
Negotiating with suppliers regarding payment plans
Production and review of Management Accounts
Productions of annual budgets and cashflow
Cost reductions and restructuring project
Management and recruitment of a team of 10
Implementation of store reports across newly acquired stores
National Statistic returns
Member of the senior management team, reporting directly to the Managing Director
Company Secretary
Liaising with auditors regarding year end audit and going concern review
Working with administrators to provide key information regarding the financials of the company and its operations.

Despite entering Administration my brief employment at Vergo has provided me with broad experience, both positive and negative, in acquisition, system integration following acquisition and people management during a period of recession and limited working capital.

Lisa Armstrong ACMA CGMA

FalconX

•	Develop new business.
•	Orchestrate daily account coverage to grow business | Products covered are Spot, Derivatives, Credit, Custody Cover top brand name accounts | including small to mid-size accounts.
•	Achieved 2024 YTD Revenue $6.2mm | 2023 Revenue $1.5mm.
•	Facilitate and lead client onboarding.
•	Initiate cross collaboration with compliance, legal, risk, and all the departments.
•	Proficient in regulatory & jurisdictional requirements to properly guide clients in product selection and entity placement.

Senior Sales Executive | Institutional Sales & Capital Introduction

Polished and Inspired 

•	Collaborated with clients developing personal style.
•	Provided advise and access to clothing and jewelry brands  |  Peach and Park Lane Jewelry. Led, Coached, mentored a team of 100+ women to style and sell clothes/jewelry to client base.
•	Instructed concepts concerning sales, recruiting, online presence, presentation, branding, coaching, & mentoring teams.
•	Coached and mentored women in other industries | health & wellness, beauty in sales, presentations, & coaching.

Personal Styling, Image Consulting and Business Coaching | Self Employed 

OSR Manage

•	Recruited, trained, managed, and grew. 
•	Partnered with MSP firms to build and grow sales departments through sales management and lead generation.
•	Executed 100+ cold calls a day setting appointments.
•	Assisted clients with lead generation.
•	Promoted and Led recruiting department fulfilling sales positions for growing client base. 
•	Placed 20 sales professionals for clients over a 5-month period.
•	Responsible for writing job descriptions, screening candidates, interviewing, performing background checks, and orchestrated offers.

Account Manager | Outsourced Sales and Recruiting Manager

Ambisafe

Blockchain Engineering firm that tackles the full lifecycle of ICO Strategy > Creation > Storage > Trade. 
Decentralized trading in the cryptocurrency markets. We have placed a matching engine into Ethereum smart contracts eliminating the possibility of order book manipulations through our publicly accessible trading history.
•	Orchestrated the growth of the blockchain technology product and service by positioning Ambisafe.
•	Served as trusted partner and engineering leader within digital asset market
•	Prospected and identified opportunities via cold calling and networking.
•	Built strategic partnerships within the blockchain and digital asset industry.
•	Provided prospects with a holistic offering | not in normal portfolio.

Account Executive

Lime Brokerage

•	Closed new business and maintained customer relationships.
•	Positioned Lime as a market structure expert and best execution partner.
•	Leveraged Lime Brokerage’s proprietary and game-changing technology.
•	Garnered growth for the institutional electronic trading business.
•	Collaborated with the Futures team to merge the Electronic Trading product with the Futures product.
•	Provided a holistic offering to the institutional marketplace.
•	Built strategic alliances and partnerships with other industry experts bringing prospects a well-rounded and complete offering | added new possibilities previously not in portfolio tools.

Director of Business Development | Sales Executive

Citadel Investment Group - Citadel Securities

•	Executed the overall growth of the institutional electronic trading business by positioning Citadel’s proprietary technology.
•	Positioned Citadel as the best of breed and most innovative offering.
•	Accomplished average daily volume growth from $500k shares in 2012 to $50mm + shares in Dec. 2014.
•	Orchestrated 18 consecutive month growth of revenue, volume, and clients.
•	2014 Revenue $4.3mm 
•	Achieved 2013 Revenue $2mm | YOY doubled revenue.

Vice President | Sales Executive | Institutional Electronic Trading Services

Knight Capital Group

•	Closed new business and maintained customer relationships for buy and sell side institutions.
•	Positioned Knight as a market structure expert and best execution partner.
•	Expertly articulated Knight’s value proposition and unique position as a best execution partner in a competitive and continuously changing market.
•	Prospected and identified opportunities via cold calling and networking.
•	Grew client relationships by being attentive to their business needs and challenges.
•	Exceeded sales target 2012 generating $4M of revenue.
•	Obtained 100% of sales target in 2011 generating $2.5 million dollars in revenue.

Vice President - Electronic Trading Division | Execution Services

Sales Executive

Xerox

Grey worldwide

Account Coordinator

Resourceful, extremely professional, innovative and diversity inclusive, Leadership Coordinator & Trainer in Sales| Program Developer and Team Lead with strong educational expertise in Instruction and Growth. Constantly developing skills and team experiences to the benefit of peers, clients, and organizations with which engaged. Excellent team leader. Resolute and willing to do “what it takes” to achieve goals. Confident in abilities to assess, create solutions, impart those directives through compassionate teaching using skillful team building. Constantly evaluating needs with strategic thinking and planning for directional changes. Adaptability in a fast-paced, changing environment of coaching and development with inclusion for all is a key characteristic to improve processes and opportunities for growth, discovery, and situational awareness. Respected as a skilled communicator, teacher, and facilitator by peers. Assisting with guidance and a deep sense of service for change, using collaboration and enhanced creativity, impactful possibilities for improvement and empowerment are the norm. Seeking to provide results with passion, style, and grace, honed by creative experience, is the ultimate combination of enfranchisement employed. Deeply rooted by a sense of self-governance and adherence to best practices with expert skill; results are driven to empower, serve, and facilitate. Desires FULL Time.
EXPERTISE
•	Leadership & Business Development and Instruction
•	Project | Program Management
•	Corporate Training | Teaching | Investigative Solutions
•	Relationship Building | Internal & External | Client Onboarding
•	Public Speaking |Presentation
•	Quality Improvement 
•	Staff | Team Management & Development | Building
•	Communication Skills
•	Networking Expert
•	Assessment | Analysis
•	Customer Service & Success
•	Crypto | Finance | Trading
•	Streamlining Workflow
•	Thinking Outside the Box
SKILLS
•	Inclusive | Diversity Centric
•	Service- based Attitude
•	Emotionally Intelligent 
•	Interpersonal Communicational Skills
•	Prospecting | Cold Calling
•	Revive Stagnant Accounts
•	Organized | Time Management 
•	Decision Maker
•	Public Speaker 
•	Reliable | Flexible | Adaptable
•	Self-Starter | Fast Learner
•	Analytical | Problem Solver
•	Team Player | Mentoring | Teaching
•	Collaborative Nature | Form Alliances | Partnerships
•	Motivated | Strong Work Ethic
•	Implementation Centric | Solution Oriented 
•	Networking | Events Management
Certificates: NFA Swaps | AP License
Women’s Golf Team | University of Hartford
Built client base with 6M+revenue (so far) 2024.

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Lisa Armstrong ACMA CGMA

Kristen Benza McDonnell

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