CHARLES A. LINDNER
Washougal,WA
Summary
Results-oriented professional with strong background in regional management, adept at driving growth and operational excellence. Proven track record in leading cross-functional teams and implementing strategic initiatives that align with organizational goals. Known for fostering collaborative environments and adapting to changing business needs, while emphasizing strategic planning and resource allocation.
Overview
18
18
years of professional experience
Work History
CFO
Donner Springs Capital LLC
06.2022 - Current
- Strategic and results-driven Chief Financial Officer with over [X] years of experience leading financial operations for commercial real estate management and acquisition firms. Proven expertise in optimizing financial performance, driving capital strategies, and ensuring sustainable growth through meticulous financial planning, risk management, and operational efficiency
- Directed financial strategy for portfolios valued at over $3 million, including acquisitions, dispositions, and asset management.
- Structured and executed complex real estate transactions, including [types of deals: e.g., joint ventures, 1031 exchanges, or development financing].
- Spearheaded capital raising initiatives, securing $[X] million+ in equity and debt funding to support growth objectives.
- Designed and implemented financial models and forecasting tools to improve decision-making and operational scalability.
- Negotiated and managed relationships with investors, lenders, and other key stakeholders.
- Achieved [specific accomplishments, e.g., cost savings, revenue growth, or process improvements] by streamlining financial reporting and budgeting processes.
- Built and led high-performing finance and accounting teams, fostering a culture of accountability and excellence.
- Ensured compliance with regulatory requirements and mitigated risks through robust internal controls and audit procedures
ERR Manager
The Standard Insurance Company
10.2020 - Current
- Manage a team of reporting specialists in Employee Benefits.
- Designed and implemented system to capture all reporting needs which allowed for increased accuracy and reduced processing time.
- In addition, system forecasted next 13 months’ worth of custom reporting needs.
- Used system to establish and track all reporting metrics. These metrics are now used to monitor individual and team performance as well as provide real time corrections and resource distribution.
- Worked on documentation standardization project within the EB department - completed 2022-01-01.
- Worked with producer services as part of the General agent restructuring project - on going.
- Lead my team in capacity/moral building exercises.
- Mentored team members and advocated for their advancement within the company.
ERR Specialist
The Standard Insurance Company
01.2020 - 10.2020
- Create and managed custom financial reports.
- Developing a report management system to ensure a timelier completion of groups reporting and infrastructure.
- Preform data analysis on specialty project for the Actuarial Department.
- Created web scraping tool for use in Covid-19 research using the python programing language.
Data Analyst
CRANEAGE, PORTLAND, OR – NON-PROFIT
06.2018 - 01.2020
- Collect, process and clean data used for analytics, reporting and forecasting.
- Create new tools for data visualization and reporting.
- Synthesize data being produced from current tools such as Deltek, Jira and Alteryx
- Inform and promote data standardization.
- Working with internal stakeholders to inform resource needs through data analysis.
- Development of tools and metrics to help inform decision makers.
- Prepare comprehensive visualizations or reports based on research, collection, and analysis of data.
- Querying data repositories and generating periodic reports.
- Presenting and communicating data
- Devise methods for identifying data patterns and trends in available information sources.
Business Analyst/Development
COUNCIL ON AGING, SANTA ROSA, CA – NON-PROFIT
07.2011 - 10.2017
- Oversaw progressive change to Meals on Wheels program operations in Sonoma and Marin counties.
- Built customer service software saving the organization 6,000 man hours per year.
- Implemented KPI’s to manage decision making and refine program and processes.
- Created data capture system to better track client needs and concerns.
- Used data to uncover program cost savings of $150,000 (15% of budget).
- Developed and implemented a successful social enterprise start-up brand to establish long-term unrestricted funding — program development to profitability in 21 months.
Western Regional Director of Business Operations
CORPORATE CHEF INC, SAN JOSE, CA
03.2008 - 07.2012
- Managed day to day operations of High School and Corporate Cafeterias. Directed all new account acquisitions and start-up proposals with new account budgets.
- Collected and evaluated economic data.
- Reviewed documents, including operating agreements.
- Ensured 100% client retention.
- Implemented operational standards with increased cash flow and overall profitability.
Education
Associate Data Analyst Certificate (ACAP) - Data Analytics
UNIVERSITY OF OREGON
Portland11.2019
Bachelor of Arts - Business Administration - Hospitality
NORTHERN ARIZONA UNIVERSITY
Flagstaff, AZSkills
- Expert in: Financial Analysis, MS Office, Access, Excel, Database Programming, Outlook, PowerPoint, SQL, Networking, Git, Python, Anaconda, HTML, public speaking, group presentations, and fundraising
- Cash flow management
- Financial process improvement
- Financial strategy development
- Risk management proficiency
- Audit coordination
- Adaptability to change
- Corporate governance
- Regulatory compliance
- Tax planning and strategy
- Continuous learning mindset
Timeline
CFO
Donner Springs Capital LLC
06.2022 - Current
ERR Manager
The Standard Insurance Company
10.2020 - Current
ERR Specialist
The Standard Insurance Company
01.2020 - 10.2020
Data Analyst
CRANEAGE, PORTLAND, OR – NON-PROFIT
06.2018 - 01.2020
Business Analyst/Development
COUNCIL ON AGING, SANTA ROSA, CA – NON-PROFIT
07.2011 - 10.2017
Western Regional Director of Business Operations
CORPORATE CHEF INC, SAN JOSE, CA
03.2008 - 07.2012
Associate Data Analyst Certificate (ACAP) - Data Analytics
UNIVERSITY OF OREGON
Bachelor of Arts - Business Administration - Hospitality
NORTHERN ARIZONA UNIVERSITY