Lisa Trefger, CPA and recently the Director of Business Analytics for Nustar, joined us for this week’s episode of Life In Accounting: The Where Accountants Go podcast.
“Where all the fun happens”
I invited Lisa on the show for several reasons, one of which was to discuss the field of business analytics in the accounting profession. I think the quote above from Lisa says it all… business analytics is a certainly a technical field, but also a very interesting field in that the numbers tell you a story of what the true drivers are for an organization. It’s a field that Lisa really enjoys and feels blessed to work in.
Qualifications
Although we discuss many aspects of Lisa’s career on the podcast naturally, I definitely wanted to get into how one may be able to prepare to move into analytics for those that may want to direct their career that way. According to Lisa there are obviously many good paths that can get you there, but a role where you get to see the ‘big picture’ such as in public accounting is very beneficial, as well as becoming a power-user of Excel. Given that the roles are focused on data analysis, getting an MBA can also go a long way to prepare an individual from an educational standpoint.
Community Involvement
I knew going into the interview that Lisa donated some of her time to helping the nonprofit community, but I had no idea how involved she was. She credits Nustar with giving her that flexibility to be able to spend time in the community, but obviously she has been proactive about getting involved. Some of the organizations she mentions are
- Dress for Success & Career Gear – https://sanantonio.dressforsuccess.org/
- Women’s Energy Network – https://www.womensenergynetwork.org/
- 100 Women Who Care
She also makes a book recommendation towards the end – “The Go Giver” by Bob Burg.
I hope you enjoy this episode as much as I did when recording it. Lisa really was a pleasure to interview.
Have a great week! There’s more to come…
Mark Goldman CPA
President – Where Accountants Go
www.WhereAccountantsGo.com
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