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Click here or scroll down to respond to this candidateCandidate's Name
PHONE NUMBER AVAILABLE EMAIL AVAILABLE Olean, NY Street Address LINKEDIN LINK AVAILABLE FINANCE & ACCOUNTING EXECUTIVE CONTROLLERGlobal Experience ERP Implementations Storytelling Through Data n n nChange agent and strategist with diverse experience building and leading empowered teams through adaptive leadership. Collaborate cross-functionally with business leaders to improve financial understanding, resulting in reduced errors, streamlined processes, and improved financial health. Expertly manage cash flow, establish efficient accounting infrastructures, and develop data-driven financial strategies. Foster a focused, engaging work environment that inspires teams to unite to drive organizational success.Areas of Expertise Revenue Recognition Financial Reporting & Analysis Financial Statements Operations Leadership & Communication Cost Accounting General Ledger Absorption / Utilization ERP Implementations Forecasting & Budgeting Auditing Internal Controls A/R & A/P Account Reconciliations Cash Flow ForecastingProfessional Experience2022 Present MARQUIS SOFTWARE SOLUTIONS, INC Plano, TX Leader in unique data analytics software and services that help financial institutions; acquired by PE firm Rockbridge Growth Equity in Nov 2021. VP, ControllerOversee general accounting functions and $40M P&L, revenue recognition ASC 606, management and execution of the financial close. Provide financial leadership to the organization to understand the financial implications of transactions. Advise BU leaders regarding complex financial accounting and reporting transactions and serve as the key liaison to private equity sponsors. Lead direct reports in general accounting in support of company objectives and provide ongoing coaching. Hired, trained and rebuilt the accounting dept post-acquisition while simulateously leading the 2021 audit, tax and book the purchase accounting. Created stability and zero-turnover in the department. Lead the annual audit, tax provisions, and tax filings with respective firms. Led the team to build processes, validate data and create reconciliations to bring confidence to our financial reporting and audit Improved the close by ten days through reviewing current processes, timing and improvement communication, and revamping the existing month end checklist. Led a sales tax compliance project; previously 7 states tax compliant, currently 42 states Automated client prepayments from an excel tracker to utilizing NetSuite; had custom report built. Utilized NetSuites amortization capabilities to alleviate the use of manual journal entries. Utilized the class function in NetSuite to view P&Ls by product-line for better visability to each product offerings profitability and improved visability for departmental spend vs budget. Streamlined expense reports by using an API to connect Concur to NetSuite. AP currently processes all payment via ACH; open AR is currently at 98% of open recevaiables in 30 days or less. PE firm purchased a $10M P&L subsidiary in 2023; assisting their mgmt team to create weekly cash flow forecasts and converting from cash to accrual basis.Lindsey is able to take this new position and mold it into exactly what we need. She is a self-starter and is able to recommend courses of action that put our company on the right path. I enjoy working with her as she is thorough and detail-oriented. She never hesitates to dig deeper to gain insight before making a recommendation. I stand behind my decision to hire Lindsey for the position and would select her again. Pam B., Vector Marketing CorporationCandidate's Name CONTINUED2021 2022 SAPUTO CHEESE USA INC/SAPUTO DAIRY FOODS USA, LLC Friendship, NY C$14B Montreal-based dairy company thats one of the top 10 dairy processors in the world. Plant ControllerOversaw the $200M P&L, the month-end / quarter-end close process, and a 2-person team within a single facility operating 3 shifts. Provided financial information for the site (forecasts, budgets, and weekly spend) and presented the plant P&L, including detailed explanation of variances. Transformed site from very siloed to cross-trained and communicative by promoting a greater understanding of financial impacts as well as the value of each role as a contributor to the overall company goals. Eliminated recurring errors through communication and education, working with relevant parties to uncover root causes and educate regarding cost center and General Ledger (GL) structure. Worked directly with new plant manager and distribution center manager to boost financial understanding and improve overall financial health of the plant. Modernized processes within Accounting team and Human Resources department to strengthen process efficiencies. 2014 2021 SIEMENS ENERGY (FORMERLY DRESSER-RAND) Olean, NY An engineering / manufacturing company that designs, manufactures, and services equipment used in the extraction of petroleum and natural gas Accounting Manager Olean Operations, Finance (2020 to 2021) Promoted to oversee and manage the GL to ensure accuracy and timely transactions within the $400M Olean, NY facility. Partnered with management across all business groups for support with financial activities/planning. Collaborated throughout ERP implementation and post-launch to achieve an accurate and efficient month-end close. Worked diligently to settle millions of dollars in outstanding accounts receivables ahead of ERP go-live. Mentored team through knowledge sharing and accountability to reduce errors, deepen understanding, improve capabilities. GL Accounting Lead Olean Operations, Finance (2019 to 2020) Transitioned in preparation for Accounting Mgr role to lead multi-functional projects focused on driving business improvements. Supported go-live for ERP conversion from Oracle to SAP (data cleansing, testing, reconciliation process creation, etc.). Documented changes to internal control procedures as a result of new ERP. Assisted with year-end audits and performed internal audits of other Siemens locations. Business Controlling Olean Operations, Finance (2018 to 2019) Moved into Olean-based role to boost skill set and expand knowledge of the business. Prepared monthly financial statements, ran allocations, monthly forecast, and annual budget, including new orders, backlog, departmental spend, and absorption. Analyzed forecast to forecast changes, built forecast models, and assisted leadership team via ad hoc requests. Met with management throughout the facility to analyze financial performance of each cost center (70). Introduced business process efficiencies and automation that saved 8-16 hours of labor per month. Global Operations Finance Project Manager Global Operations, Finance (2017 to 2018) Supported the Global Operations Controller by developing standard processes across global locations. Served as interim Controller for Norway from 10/2017 to 01/2018 and worked closely with team to conduct cost reviews timely and correctly to mitigate project risk. Supported the development team on conversion from delivery and acceptance to percentage-of-completion revenue recognition following IFRS guidelines; developed processes and trained team on percentage-of-completion. Finance Cost Manager Siemens Government Technologies, Finance (2016 to 2017) Directed and developed the Cost Management team in revenue recognition and cost of sales (actuals and forecast). Prepared sales / margin analysis for actuals and forecasting to upper-level management teams. Significantly accelerated the month-end close process from 48 hours to 2 hours, enabling Business Controlling to run financials earlier than ever. Provided testing support for POC implementation and any other implementations affecting the finance team. Candidate's Name CONTINUEDSupervisor, Accounts Payable Global Financial Shared Services (2016) Recruited into the Shared Services department as the Accounts Payable Supervisor to lead AP processing and related accounting performed by GFSS, including invoice processing / payments, intercompany invoicing / settlement of IC transactions, journal entries, and reconciling related accounts. Mentored and developed 7-person team to optimize their performance and skill sets. Provided testing support and improved reporting amid integration of Dresser-Rand into the Siemens business model. Increased number of vendors to ACH by 10%-15% within 9 months to create efficiency that reduced time spent on investigations related to checks and void-check fees.Project Accountant Olean Operations, Finance (2014 to 2015) Forecasted SVM/OI, completed journal entries, account reconciliations, SOX compliance, and reporting changes due to the integration of Siemens and Dresser-Rand. Followed each project through from inception to revenue recognition using GAAP and determined units of accounting. Engaged many areas of the business in regards to the projects CPMU, commercial review, booking, change orders, forecast accuracy, invoicing, PCAR, commercial shipping invoice, work orders, insurance documents, shipping documents, et al. Prior ExperienceForecast Analyst Marketing & Sales Department W.R. CASE & SONS CUTLERY COMPANY 2013 Accounting Manager ALL-AMERICAN HOSE LLC 20122013 Product Marketing Analyst Financial Analyst Sr. Accounting Clerk CUTCO CUTLERY/VECTOR MARKETING 20022012 EducationBachelor of Business Administration in Accounting ST. BONAVENTURE UNIVERSITY Technical SkillsNetSuite, Oracle, JDEdwards/AS400, SAP, SharePoint, Workday, Power BI, Concur, Trintech, Kronos, Finavigate, Focus, SmartForecast, ADP, QuickBooks, Microsoft Office, Showcase Query, Great Plains, Report Writer |
