Wesley J. Lindquist
CPA MBA
Certified Associate Project Manager candidate

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Professional Highlights

Education Certifications



Results driven professional with 10 years of experience and expertise in senior financial, accounting and operations management in multiple industries. Expertise in managing organizations by numbers and quantitative measurements. Top-level expert in using advanced Excel to model business performance and strategy. Thrives in a fast paced environment, highly enthusiastic. Adds significant value through a broad range of business acumen, combined with an exceptionally deep level of expertise in finance, accounting, project/program planning and project cost control.

Overview
  • Directly responsible for accuracy of PL, balance sheet, cash flow statement, debt covenant management, all forecasts, financial analysis, overseeing journal entries, GAAP compliance, revenue recognition, cost accounting, project accounting, annual budget and cash flow management at multiple mid size, well run, established firms.
  • Significant experience in the energy industry, including as a Corporate Controller of a 300-employee biofuels, petroleum distribution and natural gas trading firm, and as Asst CFO of a 500-employee firm that provides solar installation to Fortune 100 clients.
  • Extensive interdependent work with division and executive level management and Boards of Directors, including as a Board member and Treasurer at a 60-employee organization.
  • Very advanced Excel skills and very strong software skills across a wide variety of programs, including Great Plains/FRx, Hyperion Essbase, Monarch, Lawson, SQL query writing, ODBC queries, Crystal Reports,database design, everything Microsoft and much more. Bachelor's degree in Accounting Information Systems.
Key Accomplishments
  • Initiated, led and personally managed the implementation of a new ERP system used by 90% of the company's employees over 18 months to a modern, SQL-based platform. Assembled a cross functional team of 15 company experts, wrote SQL queries and led data audits to verify perfect data conversions. Managed schedule and deliverable planning, wrote "change management" plan to gain buy-in from company employees.
  • Designed, implemented and managed elaborate, detail-level forecasting process for 30 cost centers from customer/division level to company summary, including 20+ month projected income statement, balance sheet, cash flow statement and debt compliance reports.
  • Designed a new process to consolidate the PL, balance sheet and cash flow statement for a $400 million/year holding company with 8 separate legal entities. Redesigned manual process to use a new financial database that interfaced automatically with the accounting system. RESULT: Reduced consolidation processing time from 3 days to 45 minutes, improving accuracy and reducing human error.
  • Overhauled residential dispatch system. Supervised the transition from a manual, paper based process to an efficient, computerized solution for a 50-truck transportation department.RESULT: Immediate productivity increase of 25% for direct labor workforce plus 40% reduction in administrative salary costs.

Based in Encinitas, CA

Cell: 858-527-8906 / E-mail:[email protected]


Professional Highlights / Education Certifications

2009 Wesley J. Lindquist