Shaun Lishman

Vice President of Finance

With over 25 years of experience, Shaun Lishman is a seasoned finance executive with deep expertise in both public and private accounting. As Vice President of Finance at Keystone Advanced Solutions, Shaun brings a wealth of knowledge from his role as Client Lead/Manager at Quercus Canyon Management, where he served as an outsourced CFO/Controller for a private equity fund with over $1 billion in assets under management. Earlier in his career, Shaun held senior finance positions—Controller and Assistant Controller—across a diverse range of industries including private equity, media production, landscape construction, and food distribution. He began his career at Arthur Andersen LLP in the audit and assurance practice, gaining Big 4 experience and later providing Sarbanes-Oxley (SOX) compliance consulting for public companies. Shaun specializes in fund administration and financial leadership, with a strong track record of supporting growth, ensuring compliance, and driving operational efficiency.

Professional Experience

Experience & Achievements

A proven track record of delivering strategic financial leadership across diverse industries and growth stages.

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Years Experience
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Clients Supported
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Fund Value ($M+)
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Leadership Roles

Core Competencies

Private Equity Fund Administration
Outsourced CFO Services
SOX Compliance Consulting
Financial Leadership
Big 4 Experience
Fund Management
Team Leadership
Financial Reporting
Process Implementation
Strategic Planning

Education

Areas of Expertise

Deep knowledge across industries, financial disciplines, and cutting-edge technology platforms

Industries

Private EquityFund AdministrationProfessional ServicesTechnologyManufacturingHealthcareReal EstateInvestment Management

Finance & Accounting

Fund AdministrationOutsourced CFO ServicesSOX ComplianceFinancial ReportingAudit ManagementInvestment AccountingLP ReportingCapital Call Management

Software & Platforms

InvestraneFrontQuickBooksNetSuiteExcel AdvancedFund Administration SystemsReporting PlatformsCRM Systems
Personal Connections

Beyond Finance

Personal interests and community involvement that drive passion and purpose beyond professional achievements.

Personal Interests

S
Surfing
V
Volleyball
Youth Sports Coaching
Youth Sports Coaching
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Family Time
B
Beach Activities

Professional Affiliations

F
Former Arthur Andersen Professional
P
Private Equity Finance Association

Community Involvement

Youth Sports Coach
Youth Sports Coach
C
Community Volunteer
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Experience You Can Trust to Transform Your Financial Operations

Each member of our team brings an average of over 12 years of proven expertise in financial and transformational leadership, delivering timely and accurate financials alongside trusted guidance and strategic insights that empower organizations to evolve and thrive. Let's explore how our comprehensive, growth-minded financial solutions can drive greater efficiency and strategic growth for your business.

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(805) 334-8869

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