Lindsay Viereck
Larchwood,IA
Summary
Highly dependable Financial Analyst with extensive experience in budgeting, financial planning, and reporting. Proven ability to develop detailed financial models, analyze expense variances, and provide strategic insights to executive leadership. Skilled in utilizing advanced Excel functions, Oracle, QuickBooks, and financial systems such as Vena and Domo to streamline reporting and forecasting. Strong background in month-end close processes, account reconciliations, and financial system implementation. Adept at collaborating with cross-functional teams to drive data-driven decision-making and optimize financial performance.
Overview
11
11
years of professional experience
Work History
Financial Analyst
Vance Thompson Vision
11.2022 - Current
- Lead annual budget process 10 different locations / 24 different companies with multiple departments
- Lead 5 year forecast
- Work with executive directors and executive leadership team monthly on individual site financials
- Generate ad hoc reports in excel and Domo (data Visualization tool)
- Develop detailed spreadsheets and create proformas to assist in decision making of special projects and new services
- Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
- Streamlined financial reporting for better decision-making with clear, concise analysis and presentation.
- Evaluated proposed projects'' ROI using NPV, IRR, and other financial metrics, helping prioritize initiatives with maximum value potential.
- Trained junior analysts on best practices in financial modeling, contributing to a stronger overall team performance.
- Initiated process improvements that increased the efficiency of budgeting cycles while maintaining accuracy standards.
Senior Accountant
Vance Thompson Vision
07.2022 - 11.2022
- Assisted in annual financial planning process and forecasts
- Developed detailed spreadsheets and create proformas to assist in decision making of special projects and new services
- Analyze and evaluate current and past financial data
- Implementation of budgeting and reporting software
- Helped define month end close processes within accounting department
- Implemented budgeting and reporting software (Vena)
- Prepared monthly journal entries and reconciliations.
- Assisted in internal and external audits by preparing necessary documentation and responding to auditor inquiries.
- Reconciled accounts and created documents for monthly closure procedures.
Accounting Representative
Vance Thompson Vision
01.2019 - 07.2022
- Performed bank reconciliations, account reconciliations and expense accruals
- Prepared monthly closing entries for multiple locations
- Prepared monthly financial reports with revenue and expense analysis, prepared month end closing journal entries, reconciled balance sheet accounts
Accountant
Premier Xpress Inc
06.2016 - 01.2019
- Managed payroll, maintained integrity of general ledger including all chart of accounts and cash accounts
- Posted receipts to appropriate general ledger accounts
- Charted annual expense projections
- Reported monthly expense variances and explanations
- Reported on cash receipts, P&L statements, outstanding accounts, and established McLeod software accounting system to reflect accurate financials
Billing Specialist
AO Express Inc
09.2014 - 06.2016
- Created freight bills and documented freight deliveries
- Ensured accuracy and timely payment
Education
Bachelor of Arts - Accounting
University of Sioux Falls
05.2020
Associates - Business Administration
SouthEast Technical Institute
05.2014
Skills
- Financial Analysis & Forecasting – Strong ability to analyze financial data, identify trends, and provide strategic insight
- Budgeting & Cost Management – Skilled in preparing and managing budgets to optimize financial performance
- Accounting Software & Tools – Proficient in Excel, Oracle (NetSuite), Domo, and Vena
- Data Analysis & Reporting – Experience in creating financial reports, dashboards, and performance metrics
- Problem-Solving & Decision Making – Highly dependable with strong critical thinking skills to support financial planning
- Self-Motivated
Accomplishments
- Built and implemented a standardized budget and forecast process
- Led implementation of NetSuite financial system, streamlining accounting operations and enhancing reporting capabilities.
- Developed detailed financial models and proformas, providing key insights for executive decision-making on new projects and services.
- Optimized month-end close processes, reducing reporting time and improving financial accuracy.
Timeline
Financial Analyst
Vance Thompson Vision
11.2022 - Current
Senior Accountant
Vance Thompson Vision
07.2022 - 11.2022
Accounting Representative
Vance Thompson Vision
01.2019 - 07.2022
Accountant
Premier Xpress Inc
06.2016 - 01.2019
Billing Specialist
AO Express Inc
09.2014 - 06.2016
Bachelor of Arts - Accounting
University of Sioux Falls
Associates - Business Administration
SouthEast Technical Institute
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