Head of Client Experience & Business Insights

Lisa Eyer

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Lisa serves as Head of Client Experience & Business Insights for Consero. She joined in August 2022, with a mission of driving a great service experience for Clients across the breadth of products and service interactions our Clients have with Consero.

Leveraging over 25 years of leadership experience in various Operations, Sales, & Product roles, she brings strong payments experience to Consero. Lisa is responsible for designing and implementing client experience strategies that will help the organization reach new service levels and compete globally.

Prior to joining Consero, Lisa held various roles at First Data/Fiserv for over 20 years. Her most recent role was the Head of Client Success for the Prepaid Solutions Division at Fiserv. She led Client teams focused on Gift Cards and Payroll Products for small to enterprise sized customers globally. She had also held various roles ranging from US Sales Operations & Product Distribution to VP of Client Services for a large number of Financial and Non-Financial Institutions.

Lisa is a member of CHIEF, a network focused on connecting and supporting women executive leaders. She is also an adjunct Business Professor, Six Sigma Black Belt and has served on various Boards.

My priority is our client’s experience. I strongly believe that Customer Service is a contact sport and I enjoy building relationships that help our clients succeed in their business."

Consero FaaS: Disrupting the Outdated Traditional F&A Model

Transformation
  • Cash to GAAP conversion
  • Clean-up work
  • Interim oversight & support
  • Accounting software Implementation

Build it Yourself Solution

  • CFO / Interim CFO
  • Consultants / VARs

Consero FaaS Solution

  • CFO / Interim CFO
  • or Consero Interim CFO
  • Consero Setup/Transformation
Ongoing F&A
  • Monthly financials
  • Daily accounting support
  • Management reporting
  • Integrate add-on acquisitions

Build it Yourself Solution

  • CFO
  • Controllers & Accounting Team
  • Enterprise Accounting Applications

Consero FaaS Solution

  • CFO
  • or Consero Fractional CFO
  • Consero FaaS Enterprise F&A Software and Services

New PE Platform Investment F&A Challenges

Founder Owned Company Accounting:
  • Existing accounting done on a cash/hybrid basis
  • Run on SMB accounting software and other disparate applications
  • Inability to produce auditable financials
  • Lack of know-how to develop projections & KPIs
  • No consistency/structure to customer contracts
  • Underqualified staff
  • Non-scalable manual processes
Carve-Out Accounting:
  • Required to move off parent company accounting applications in a timely fashion
  • Have to build an entire F&A team
  • No documented operational policies and procedures
To Optimized Finance & Accounting:
  • Monthly financials available in 5-10 business days
  • Audit and diligence ready support details
  • Integrated enterprise grade accounting software
  • Budget and forecast reporting
  • Business KPIs
  • Efficient & scalable processes for rolling in add-ons