Benjamin Lindner, Cisa Email & Phone Number

Ames, Iowa, Us

San Francisco, Ca, Us

- Orchestrated and managed strategic alliances with two of the big 4 accounting firms, significantly expanding market reach and establishing Klarity as a key player in the industry.- Organized monthly joint events with partners, enhancing brand visibility and fostering collaborative relationships.- Identified critical fact patterns, leading to the development of targeted go-to-market and sales strategies as well as talk tracks for the sales team.

Cerritos, California, Us

- Hired and built a team of 8 SMEs and SaaS sales professionals and created a dynamic team capable of effectively understanding the needs of CISOs and CIOs and addressing all aspects of the sales process.- Pioneered a culture of peer-led training, game tape reviews, and knowledge exchange, which was crucial for our consistent overachievement, team growth, and fostering a cohesive and motivated team atmosphere- Developed a sales playbook, involving territory plans, an objection handling library, go to market assets, events, and partner engagement plans.- Developed a cross-selling strategy and increased company net revenue retention by over 2%.- Achieved 200% annual growth in our business segment, marking a significant contribution to AuditBoard’s overall market expansion.

Cerritos, California, Us

- Consistently surpassed sales quotas, achieving a notable $4.3M in sales in 2021 against a $2.3M target—exceeding the next closest account executive by over $1M.- Pioneered a partnership initiative with one of the Big 4 accounting firms, which generated a third of my sales revenue from this channel, establishing a new benchmark for partnership-driven sales strategies.- Initiated bi-quarterly virtual roundtables gathering 15-45 audit leaders per session, featuring top speakers, which were later adopted and rolled out to the entire sales team.- Worked closely with legal and finance teams to structure complex deals to navigate negotiations with Chief Audit Executives, Controllers, CFOs, and procurement senior leaders.- Added over 150 new accounts, averaging one deal closure per week and increasing my win rate from 25% to over 35%, all without any customer churn.

Gb

• Simultaneously led and project managed variations of end-to-end GAAP audit, internal systems audit co-sourcing, and AICPA attestation service (e.g. SOC 1 and SOC2) multimillion dollar engagements in highly regulated industries with 15+ individuals in New York, Los Angeles, Prague, and Basel with a strong focus on quality, economic targets, and value addition• Rebuilt and improved clients’ internal processes and procedures in all areas of finance and accounting by gathering requirements from operational, accounting, technology, and finance teams, and executives, adapting and synthesizing feedback points and guiding cross functional teams in implementing defined specifications, leading to operational efficiencies and a substantial reduction of financial statement errors• Developed detailed understanding of business processes, policies, standards, procedures, risks and controls in information systems through inquiry, observation, inspection and reperformance procedures and prepared comprehensive narratives and flowcharts to document process flows and corresponding IT dependencies• Provided feedback on the current system design to gain operational efficiency and insight into gaps while ensuring adherence to each phase of the SDLC was maintained• Maintained effective communication with key project stakeholders including executives, cross-functional teams, and off-shore resources (India, Argentina, UK, and the Philippines) by understanding scope changes, proactively proposing solutions to challenges, and setting and managing expectations• Developed a variety of training material and presented it to a wide audience of coworkers and client contacts • Built and mentored high performing teams through a flexible yet organized approach and focus on development of unique personal strengths, attention to detail, big picture thinking, economic interdependencies, and individualized coaching styles, resulting in more than ten early promotes

Gb

• Developed detailed understandings of business processes, policies, standards, procedures, risks and controls in information systems and prepared comprehensive narratives and flowcharts to document process flows and corresponding IT dependencies• Evaluated the control design and operating effectiveness of IT general controls and business process controls and developed and tested audit programs to assess key risks and presented control gaps, process inefficiencies, and other critical findings to clients for timely resolution• Identified control deficiencies, analyzed business impact and mitigating factors and assessed management action plans for deficiency remediation

Gb

Gb

White Plains, New York, Us

• Assisted in business development for German American clientele and drafted engagement letters for German and English speaking clients• Prepared tax returns for high-net-worth individuals and for corporate audit clients • Performed audit procedures including inventory observations, recommended inventory value adjustments, performed accounts receivable and accounts payable cutoff procedures, and examined intercompany transactions• Processed payroll transactions for corporate clients

• Participated in inventory observations at client locations to audit the accuracy and existence of the clients’ physical; inventory• Performed accounts receivable and accounts payable cutoff procedures• Trained coworkers in the use of the ProSystem fx Engagement software• Administered accounts receivable, accounts payable, and prepayment confirmations• Processed payroll transactions for corporate clients• Consistently outpaced peers in terms of collectible billable hours

• Created and enacted business and marketing plan for an entirely web based translation company which translates documents to-and-from English to all major languages• Generated a budget plan for the firm’s daily and long term operational and marketing needs• Programmed an Access database for approximately 300 translators records, preferences and to screen their performance

Non-Profit Organization • Managed donated funds electronically with ledger entries at a nonprofit organization which is aiding Santa Monica College and its students • Accounted for cash and check donations physically with paper backup batches and by preparing bank deposits• Analyzed and corrected erroneous database entries and conducted bank reconciliations• Processed payroll hard copies for co-workers

Ms, Accounting

Bachelor, Business Administration 4.0/4.0

Transfer Degree, Business

International Baccalaureate