🦊/People

Lisa Rosen

Investor

Fund Controller at S2G Investments

Chicago, Illinois, United States

Find your path to Lisa

678 people in our graph share verified history with Lisa — schools, employers, funds. One of them is your warm intro.

Paul VeradittakitunlockedLisa: together at University of California, Berkeley (2003–2005)
×7Lisa: together at University of California, Berkeley
Lisa: together at Rev1 Ventures
Lisa: together at Alter Domus

About

Lisa Rosen is a Fund Controller at S2G Investments. Her experience spans finance and accounting functions including cash management, executive-level and investor reporting, and work across portfolio companies and investment fund vehicles. She has a background in process improvement and advanced proficiency in MS Office, including Excel.

Experience

  1. S2G InvestmentsFund Controllercurrent2025 — presentChicago, Illinois, United States
  2. Drive CapitalFund Controller2023 — 2025Columbus, Ohio, United States
  3. Alter DomusSenior Fund Manager2022 — 2023Chicago, Illinois, United States
  4. Rev1 VenturesAccounting Manager2021 — 2022Columbus, Ohio Metropolitan Area
  5. Merit Capital PartnersSenior Fund Accountant2018 — 2021Chicago, IL, United States
  6. PricewaterhouseCoopersSenior Tax Associate - Asset Management2017 — 2018Chicago, IL
  7. Grant Thornton LLPCorporate Tax - Senior Associate2014 — 2017Reno, Nevada

Skills & more

Analytical SkillsAccounting7Account Reconciliation4Tax2Bank Reconciliation1Financial Statements1ResearchExcel Macros1Financial ReportingCash FlowData AnalysisCustomer Service1
+12 moreSage FAS Fixed AssetsFinancial AccountingData AnalyticsInternational TaxAnalyticsFinancial AnalysisGenerally Accepted Accounting Principles (GAAP)Tax AccountingFinanceMicrosoft ExcelMicrosoft OfficeQuickBooks
  • Financial Modeling & Valuation Analyst (FMVA®)Corporate Finance Institute® (CFI)
  • Power Pivot FundamentalsCorporate Finance Institute® (CFI)
  • Power BI FundamentalsCorporate Finance Institute® (CFI)
  • Intermediate DAX & Time IntelligenceCorporate Finance Institute® (CFI)
  • Scenario & Sensitivity AnalysisCorporate Finance Institute® (CFI)
  • Operational ModelingCorporate Finance Institute® (CFI)
  • Dashboards & Data VisualizationCorporate Finance Institute® (CFI)
  • Excel VBA for FinanceCorporate Finance Institute® (CFI)
  • Advanced Excel Formulas & FunctionsCorporate Finance Institute® (CFI)
  • Budgeting and ForecastingCorporate Finance Institute® (CFI)

From Lisa's professional profile.

Colleagues at S2G Investments

Frequently asked questions

Who is Lisa Rosen?
Lisa Rosen is a Fund Controller at S2G Investments. Her experience spans finance and accounting functions including cash management, executive-level and investor reporting, and work across portfolio companies and investment fund vehicles. She has a background in process improvement and advanced proficiency in MS Office, including Excel.
Where does Lisa Rosen work?
Lisa Rosen is Fund Controller at S2G Investments.
Where did Lisa Rosen go to school?
Lisa Rosen studied at University of Nevada, Reno (Master of Accountancy, Accounting); University of California, Berkeley (Bachelor's of Science, Chemical Biology).

Same school

Shared employers