LINDSAY GOLDSTEIN

*** ***** **** ***** ******, TX 78748 • 512-***-****

adx8hm@r.postjobfree.com

https://www.linkedin.com/in/lindsay-pannell-goldstein-a97350a2

PROFESSIONAL EXPERIENCE

Financial Foothold, Austin, TX Jan. 2022 - Mar. 2022

Accounting Manager (Contracted Position - 90 days)

●Assessed and analyzed current structure of business footprint for enhancement to a better scaled services solution for growth in number of clients and better facilitating a streamlined and automated solution to the various industries and required reporting and controls necessary to achieve sound financial reporting.

●Managed team of 5 international accounting contractors and 10 nationwide accounting contractors at various levels of experience assigned to specific clients. Created solutions upon holding various calls to determine where collective work could be combined at a process level rather than client level to eliminate duplicate efforts of staff through automation of workflows and enhanced process controls necessary to adhere to GAAP and SOX compliance standards for clients in growth and early IPO stages from a small business platform

●Provided solution for company to shift to an ERP system - the company chose my solution to move forward in serving clients from QBO to Netsuite for their extensive work in handling government contracts and international consolidated reporting of both US and foreign currency reporting requirements at various levels of required reporting for departments and asset classes.

●Identified and created presentation and solutions to support clients in position for enhanced and more robust solutions for their critical reporting requirements in merger and acquisition and IPO transactions in progress or in pipeline to ensure the company could sustain their business and provide a presentation and project plan for the implementation of the proposed solutions (areas of DCAA audit compliance as it related to time and material reporting for billings and contract submissions for sound recordkeeping and subledger support

●Rolled out suggested solutions in extracting the database in QBO to be modified for migration to Netsuite for mapping the chart of accounts to a consolidated report by client and uniform data set that would better serve the CEO and owner, along with her management to analyze clients, contractors, and the business as a whole but to be able to present at the client level to better improve industry, process, area of financial services support visibility for strategic planning and market expansion that was the company’s next phase in their business plan

Exela Enterprise Solutions, Austin, TX Apr. 2017 - Dec. 2021

Senior Cost Accountant & Finance Manager

●Managed FP&A, quarterly forecasts, and annual budgets for Mega Center facilities, production, and client P&Ls; present financial statements to site directors, managers, and their staff each month with flux review explanations for actual to forecasted results, identify shortcomings by client, department, quantified financial impacts as a result, and offer remediation requirements with assigned key players to ensure no recurring instances arise based on creating set progress meetings, timelines, and performance improvement plans managed and executed successfully through working directly with each department to assist in ensuring the improvement is aligned with financial reporting success measures and controls required to ensure approval of remediation by internal audit compliance

●Financial analytics reporting for all site executives in operations, client services, procurement, inventory/warehouse, logistics, facilities and IT deliverables to VP and Directors

●New client project management lead for onboarding new clients (current footprint approximately 40 clients, half of which I have been the lead finance manager assigned in start-up of the Austin site) to ensure inventory, billing setup, vended work, procurement, contract terms and structure are interpreted by each department properly and setup in testing phases for all areas that support the relationship to ensure margins are maintained as forecasted to capture all costs and revenues and mitigate any weaknesses identified in deviations with department heads and their teams to resolve prior to go-live

●Administered finance support of client services representatives to ensure contract compliance for revenue recognition and coding/mapping to automated billing platforms and manage approval of billing worksheets to support recognized revenue monthly and responsible for matching of expenses align in trends and forecasted margin discrepancies are explained, adjusting entries for variable expenses, CNI adjustments, postage reserves/usage, inventory, slow-moving and obsolete inventory, PO accruals, amortization setup for prepaid contracts, labor, utilization, etc. related to the Austin facility, production, and client P&Ls to ensure no missed expenses, revenue, inventory usage, deferral, or balance sheet sub-ledger support not reflected properly in the final reports is adjusted for consolidation; prepare all I/C transfers of amongst various subsidiaries and sites within the worldwide QUB platform for consolidation

●Established internal controls to meet SOX compliance and audit requirements (work instructions, end to end workflows, partner with all departments to provide leadership and guidance to resolve any unsatisfactory rating)

●Supported the EFI implementation by providing work instructions, desk procedures, testing, transition in parallel environments, and develop and enhance all department processes that are critical to satisfying financial reporting requirements in multiple systems combined from legacy systems at sites that were in place at time of the $2.8B merger of the 2 companies in 2017

●KPI projects included postage reconciliation, ROI, waste, spoilage, labor, capacity, building costing model for production floor over 200,000 square feet and 12 print and insert machines tied to postage meters and operational system support in reporting presentations, advanced SQL and report customization specific to control documents and reporting tools for strategic planning and performance measurements of machine, FTEs, clients, inventory, and capacity model adjustments in dynamic shifts in the footprint with site work shared/moved along with the supporting inventory, mapping to critical expense recognition in allocation workings for shared and specific expenses through systems not integrated in an ERP system, which involved heavy emphasis in building and report writing in Planful Host custom reports and dashboard features for each department’s required KPIs on screens and real time throughout the production floor over 24 hour 3 shift cycles of floor managers and support staff.

LIFE LINE SCREENING, Austin, TX Dec. 2016 – Mar. 2017

Corporate Controller (Contracted Position - 90 days)

●Managed accounting department of 12 and oversaw financial close, budgeting, audit, and year-end close while permanent staff was out on maternity leave.

●Responsible for system migration from Great Plains to NetSuite as of January 1, 2017 including loading of all financial data for the prior five calendar years, implementation of all modules including: AP, inventory, AR, cash management, fixed assets, etc., established revised procedures in accordance with new system requirements, and trained staff in their assigned modules in NetSuite as an experienced administrative/super user in both legacy and new system

●Developed customized reports in NetSuite to mirror all historical financial statements and supporting reports for closing book presentation formats to remain consistent (approximately 40 variations of reports) and reconciled to ensure accuracy and complete validating migration was successful

●Point of contact for Ohio Department of Revenue sales and use tax audit for 2011 through 2013 calendar years, which was in final stages but a concern to CFO, as $300K liability due to insufficient support for exempt tax status in subset of invoice sampling (various attempts had been made from client and document retention center with no success) and would require 2014-2016 additional exposure to be quantified and resolved. I was able to close out the audit through extensive research and data gathering and providing supporting tax law for exemptions related to the type of print distribution manufactured as that was critical to interpretation to support regulation in various taxing jurisdictions where the print distribution was delivered/advertised as the indicator of exemption status and deemed acceptable support in absence of certificates. This reduced the amount to under $10K, which was settled and paid to the taxing authorities in my 90-day contracted term.

EVERI GAMES, INC., Austin, TX Jun. 2015 – Oct. 2016

Assistant Controller

●Managed accounts payable, inventory, general ledger, fixed assets, and cost accounting departments consisting of 10 direct reports, as well as 10 indirect reports in revenue, cash management, and tax

●Financial close, budgeting, forecasting, and FP&A for 4 subsidiaries in company with revenues of $215M per year (Games division only)

●Transitioned AP from headquarters in Las Vegas to Austin successfully in 90-day timeline upon acquisition and required merge of two companies utilizing best practices in place as standard for consolidated financial departments (hired 3 new headcounts in Austin during transition to backfill layoffs in Las Vegas and trained newly implemented processes I established in migrating to the new ERP system required as a result of acquisition

●Managed accounts payable for over 15 subsidiaries (domestic and foreign) in excess of a $120M spend in Games division and $550M in Payments division for a total of $765M per annum (approximately 3,000 invoices processed monthly)

●Extensive cash forecasting to actual reconciliations related to weekly AP aging payments and weekly AR collections to maintain strict requirements in $50M financing interest payments and required balances throughout payback of quarterly installments planned in negotiations and execution of the $1.2B friendly acquisition

●Point of contact for quarterly and annual internal and external audits (selected and audited by PCAOB in Q2 2016 with no findings for our external auditors)

●Coordinated ERP implementation and migration from SYSPRO to Dynamics NAV (Navision) successfully in parallel phases after extensive testing throughout all roles within my departments; ensured training and seamless transition in shift with an extremely aggressive timeline for the size, scope and consolidation occurring during a system overhaul

SOURCE NUTRITION MANUFACTURING/GENESIS TODAY, INC., Austin, TX Sept. 2014 – Apr. 2015

Senior Cost Accountant/Financial Analyst

●Heavy emphasis in project management and delegation of supporting requirements for analytics requested by CFO and Director of Operations relating to manufacturing facility plant utilization, scrap, and capacity KPIs in Source Nutrition Manufacturing P&Ls separate from Genesis consolidated reports

●Developed and implemented costing budget and production summary model based on capacity reports of facility to determine direct labor and overhead full absorption rates within SYSPRO for $8M start-up with 110K square feet production floor

●Responsible for creating routings and work centers within SYSPRO for application of labor and overhead rates to manufactured products to ensure margins were aligned and sustained based on forecast vs. actual variances; ensured any discrepancies adjusted in reports (if not anticipated and normal occurrence of start-up business expenses related to a manufacturing plant for inefficiencies in initial phases), as it was critical in sustaining competitive pricing and ensuring profitability given existing client contracts and ensuring any amendments in renewals for increased pricing wasn’t a result of shift to in-house production

●Assigned role created for generating new product concept quotes and P&L statements for presentation at weekly product review board meetings to estimate margins based on all department inputs (project management, research & development, procurement, marketing, operations, logistics, quality control, and inventory) to ensure all costs captured and options for any improved margins to consider in potential modifications to sales and product managers’ negotiations of potential contracts to ensure maximized and sustainable

●Tracked, maintained and administered contract fulfillment & scheduling database that rolled into final costing models and forecasting presentations for excess capacity investments that relate to the Source Nutrition Manufacturing business outside of supporting Genesis production and their reasonableness relative to contract volumes was feasible and margin was acceptable to ensure onboarding committee had complete financial assessment prior to approving proposed contract or modifying proposals to client requirements outside the scope of established vendor relations and preferred inventory for product lines in a very fast, structured turnaround

●Reconciled monthly labor and overhead inefficiencies for 9 manufacturing work centers to determine idle capacity and headcount changes in modifying staffing requirements based on streamlined processes, scheduling improvements due to volume increases for bulk runs instead of smaller runs in rollout phase, setup and cleanup times reduced for less runs, inventory movements shifted to WIP in bulk in advance and returned to stock based on bulk order runs, and other specific KPIs requested to be traced by various managers within production departments

●Managed inventory, processed work orders and labor sheets to ensure allocation of labor for staff reconciled to work orders by work centers to analyze employee performance reports manually tracked by managers for assigned duties, and resolved discrepancies in logging their ID into the run based on system routings setup and points in process where transactions were missed or not footing to manual tracking sheets, relative to machine labor routings for further training, performance improvement, reconciled work in process accounts, and calculated inventory obsolescence & slow-moving inventory reserves to ensure inventory ratios were evaluated and adjusted regularly as capacity filled and schedules normalized

●Key point of contact for auditors in relation to inventory and production deliverables

RGM ADVISORS, LLC, Austin, TX Apr. 2012 – Aug. 2014

Senior Accountant/FP&A Analyst

●Responsible for all aspects of financial closing processes for two subsidiary companies and the consolidating company for a proprietary trading firm with gross revenues in excess of $70M per year in over 15 foreign currencies

●Managed cross-departmental reporting requirements and relationships for use in preparing analytics requested of the Controller related to cost-benefit analysis for all trading classes within the organization (approximately 15 worldwide) – included cost allocation of direct and indirect costs in excess of $10 million per month to determine profitability/loss of each trading class and establish KPIs

●Directly reported to all department managers to present profit and loss, daily run rate, and net operating revenue analytics and promote cost savings and revenue generation plan for FP&A with emphasis in critical trading algorithms and revisions to colocation contracts in monthly billings related to trading classes as changes occur constantly and are critical to adjust perpetually in multiple contracts tied to class trade frequency and cost alignment with daily trade revenues/losses missed in communication of contract changes tied to support within the colocation for that particular class relative to where it resides and if necessary to maintain space or accrue for at contract accrual support schedule since billing was in arrears of closing deadlines for many very dynamic high value contracts that could vastly alter trends if not tracked and reconciled in accruals

●Managed all fixed assets worldwide in FAS accounting system (approximately $80M)

●Cash forecasting analysis and funding managed weekly for seven subsidiaries with approximately 40 financial institutions and an excess of $50M cash to maintain margin requirements and project accounts payable and revenue for equity trading.

●Point of contact in quarterly and year-end audits, 401K audit, sales tax audit, and all insurance policy renewals.

●Maintained annual budget and forecasting for all departments and reporting for all subsidiaries on both individual and consolidated reviews

●Prepared board book, divisional reporting, net profit by day analytics, etc. for board meetings monthly

●Payroll administrator for over 120 employees in both the United States and United Kingdom (ADP); maintained database for payroll related to ADP summary report tie outs based on working template annually by pay period adjustments to ensure accuracy and alignment with ADP processing and system was reconciling to tracked changes from HR paperwork each occurrence was reflected in pay period based on deductions, 401K, contributions and max cutoffs, quarterly bonuses, employee benefits, and provided in audit requirements for bonus reserves and supporting schedule for third party administrator accuracy

●Contact for all taxation preparation related to federal, state, and payroll taxes; managed all international taxation for United Kingdom subsidiary (VAT)

●One of 3 company administrators of financial accounting system, payroll system, and accounts payable system

DNP IMS AMERICA CORPORATION, San Marcos, TX Jun. 2008 – Apr. 2012

Assistant Controller & Controller

●Managed 3 staff accountants within accounts payable, accounts receivable, credit and collections departments for sales in excess of $65 million per annum

●Reconciled subsidiary ledger to general ledger for all balance sheet accounts monthly including deferred revenue, accounts receivable, bad debt reserve, warranty reserves and tracking, inventory obsolescence reserves

●Prepared fluctuation reviews and analysis for presentation to corporate executives monthly

●Responsible for inventory management and costing for both in-transit and on-site warehouses (inventory reconciliation and physical count performed monthly and variances identified, explained, and adjusted)

●Ensured all bill of materials reconciled to sales orders; assisted sales department in product costing for new developments, review of sales contracts and revenue recognition practices of said negotiations related to installation, software updates, add-ons, disposals, etc. that supported complete kits manufactured and continuously changed the criteria for capitalization/depreciation related to any customized kiosks that were part of capital lease agreements with various customers

●Heavy emphasis in FASB research for revenue recognition for software contract and capital leases due to the nature of our sales contracts and revenue sharing, timing of recognition, deferred requirements and supporting billing of those deferrals to ensure auditors were content in our interpretation and application (very niche industry with emphasis on revenue recognition related to contract negotiations that were customized to client requirements and outside of a standard sales contract model)

●Compiled inventory obsolescence analysis, warranty reserve requirements and tracking, sales tax liability, and quarterly tax provision workpapers

●Prepared monthly financial statements & submission to sister companies in their consolidated reports to Japan for SEC reporting

●Point of contact in mid-year review, year-end external audits, internal audits, sales tax audits, and worker’s compensation audits

●Responsible for budget and budget forecasting, analyzed and assessed monthly accruals, perform all month-end adjusting journal entries

●Project manager and internal trainer for data migration to global ERP system (Epicor) from Great Plains Dynamics

CMC COMMERCIAL METALS, Buda, TX Dec. 2007 – Jun. 2008

Controller

●New positions created in restructuring accounting function to 25 regional processing centers as opposed to over 250 branches having full accounting teams under a controller at each branch; my role was responsible for seamless transition for two Houston branches with annual sales in excess of $200 million per annum (migrated branch controller function at each location and AP and AR departments) for processing regionally, in a turnaround of 90 days from start of position to align with timeline set for full restructure completion in preparation for migration to ERP system in planning phases

●Oversaw accounting function requirements from departments at each site were maintained by assigned staff (headcount in excess of 100 employees per site for all departments) and managed newly created department upon migration of AR and AP function of each site to area accountants in my regional processing center (area accountants consisted of 2 headcounts in billing/revenue and 2 headcounts in accounts payable (AR and cash applications were my direct reports, and AP staff were the other area controller in our center’s direct reports)

●Responsible for inventory & product costing; prepared bids and ad-hoc requests for quotes for potential contract customers related to sales team leads

●Prepared fluctuation reviews and analysis, monthly accruals/deferrals, reserve for job losses, advanced billing, divergent tax, and amortizations

●Managed accounts receivable and cash application departments for eight branches in the Lone Star Region

●Prepared monthly financial statements and management reports for submission to corporate headquarters for SEC reporting.

●Lead in preparation of internal and external audits; prepared budget and budget forecasting, rough-cut projections, and capital expenditure plans related to my assigned branches

EDUCATION CPA Candidate (Eligible Status)

TEXAS A&M UNIVERSITY AT CORPUS CHRISTI

Master of Accountancy

THE UNIVERSITY OF TEXAS AT SAN ANTONIO

Bachelor of Business Administration - Accounting

SOFTWARE

●SAP

●NetSuite

●Great Plains Dynamics

●Epicor

●JD Edwards

●Sage - MAS90, MAS200, MAS500

●SYSPRO

●Dynamics NAV, GP, and CRM (Navision)

●Peach Tree

●GLAP Accounting Software (PeopleSoft)

●Oracle

●QuickBooks

●Infor

●ADP

●Adaptive Insights

●Workday Adaptive Planning

●Concur & Certify

●Salesforce

●Business Objects

● Expense Cloud

●SharePoint

●ROSS

●QUB

●WASP

●Banc Pay

●DF Works

●Job Activity

●Planful - Host Analytics

●Jet Reports

●Crystal Reports

●SQL Reports

●Monarch

●WASP

●AVID Exchange

●FRX Report Smith/Advanced FRx aSa

●Shared Logic

●Zesati

●RICS

●STAX4

●PBS

●CTEXT

●Abitrol

●IXOS

●Docuware

●Zetadocs

●Papervision

●Steel Plus

●Microsoft Office Suite

●Turbo Pascal

Visual Basic

SKILLS

●GAAP

●Sales/Lease/Contract Accounting

●SOX, Internal Controls, External Audits

●Business & Process Improvement

●Extensive Cost Accounting

●International and Intercompany Consolidation

●Tax Accounting (Domestic & International)

●Cross-Functional Process Improvement

●Mergers & Acquisitions

●Departmental Transitions

●Leader in Project Management

●ERP Implementation/Migration

●FP&A and Strategic Planning

●Payroll Administration & Processing

●SaaS Revenue Recognition ASC 606

●Modeling & Forecasting

●Advanced in Reporting & Presentations

●Risk Management

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