About Lisa

Lisa Delfini is a partner in the Firm’s New Haven office. She is a leader in Marcum’s CFO and Controllership Advisory Service Line and assists many public and private companies with accounting for complex transactions, new accounting standard implementation, preparation for going public and other capital transactions, and finance transformation. She is a frequent presenter on these topics. She has over 28 years of experience in both public accounting and private industry, including 17 years auditing companies of all sizes. Her experience includes companies in the pharma, high-tech, consumer products, manufacturing, real estate, investment management and grocery distribution industries.

Prior to joining Marcum, Lisa was a global controller for four years at a Fortune 50 multinational corporation. In her first role there, she served as a technical advisor to the principal accounting officer, consulting with the industrial business controllers on complex and subjective accounting matters. In addition, she set accounting policies and procedures, prepared and reviewed SEC financial statements and disclosures, and conducted training courses. In her second role there, she was the controller of a division with $4B in annual revenues and over 120 locations around the globe. During this time, Ms. Delfini was responsible for all aspects of financial reporting, supervising a team of 30, and provided strategic leadership to industrial an ERP implementation at all North American and European locations.

Previously, Ms. Delfini was a partner at a global accounting firm, working in several different roles, including leading audit engagements, serving as an engagement quality reviewer, publishing accounting publications and consulting on technical accounting matters in the firm’s national Department of Professional Practice. In addition, Ms. Delfini was a partner in the SEC Services Group, reviewing SEC filings for annual and quarterly reports, and public offerings of debt and equity, and helping clients have productive and efficient correspondence with the SEC. She took an international assignment in 1994.

Ms. Delfini also was a manager of finance at a manufacturing company in New Haven, CT.

Professional & Civic Affiliations

  • American Institute of Certified Public Accountants (AICPA)
  • Juniper Point Property Owner’s Association, Treasurer

 

Articles, Seminars & Presentations

  • Your Company’s Life Cycle: Crucial Legal and Accounting Matters, 2019 Marcum Life Science and Biotech Summit, New Haven, CT, September 2019
  • A Construction Company’s Guide to the New Revenue Recognition Standard, Construction Executive, April 2019
  • Trends in SEC Comment Letters on Life Science and Biotech Companies, 2018 Marcum Life Science and Biotech Summit, New Haven, CT, November 2018
  • Meet Marcum’s CFO and Controllership Advisory Services Group, Valuation and Litigation Support Advisor, August 2018
  • The Accelerator for Biosciences in CT: Packaging Your Company for Investment, Marcum SEC Insights: Are You Ready for an IPO?, January 2017
  • Understanding Reg A+ and the ‘Mini-IPO’, September 2016
Subject Matter Expertise

Revenue Recognition
Impairment Analysis
Research and Development Costs
FASB and SEC Rules and Regulations
SEC Comment Letters
Due Diligence
Functional Currency Determinations
Fund of Funds Accounting
Finance Transformation
Initial Public Offerings
Issuances of Debt & Equity
Acquisitions & Dispositions

Practice Focus

Manufacturing
Consumer Products
Life Sciences
High Technology

Education

Bachelor of Science in Accounting,
Lehigh University