Jacob Lindman Email & Phone Number

San Francisco, Ca, Us

San Francisco, California, Us

Focusing on the DTC Business Unit P&L while supporting our amazing Management team and business leaders as we continue to scale and prepare for all that is to come.

San Francisco, California, Us

Responsibilities include:Accounting- Review coding of all charges - Final review of month end financials - Push design of procurement process - Push team for Day 5 soft close Audit readiness, support and remediation - Reconcile Carta with Board minutes and setup SBC expense - Setup chart of accounts for scale - Reclass and clean up data for accuracy- Technical memos (funding, secondaries, leases, investments)- Accounting policies (IDS, commissions, FA/PP, revenue)- Sox risk control matrix, narratives and control testing - Completed multiple Big 4 auditsRevenue- Automated analysis of Apple/Google/Stripe data via PowerPivot - Track platform retention metrics at monthly cohort level - Reconciled SFDC reporting with Netsuite for accuracy of ARRFP&A- Stood up Adaptive and Google sheets budgeting - Integrated Adaptive & Netsuite with vendor level forecasting- Forecast IS/BS/CF in Adaptive across multiple entities - Established product P&Ls and driver based forecasting - Push team for a Day 7 forecast cycle / Day 10 reporting Fundraising- Build multi year forecast model leveraging external partner data- Worked closely with TPG associates during and post fundraise Tax- Lead partnership w Big 4 tax partners - S&U/Vat tax registration, compliance and accrual- Intercompany agreements and benchmark studies - R&D tax credits- Annual provision, filings and various tax calcs and payments Treasury- Drafted and monitored adherence to investment policy- Negotiated banking relationships Systems- Moved from QBO to Netsuite - Leverage, Adaptive, Bill, SVB, Amex, Expensify, Carta, Zenefits Team- Managed outsourced accountants then brought in-house- Hired GL, AP, revenue, AR, FP&A- Leveraged consultants for tax, sox, technical, financial reportingInvestor relations - Provided monthly/quarterly reporting for investors and BOD - Managed completion of 409a and purchase price allocations - Monitored competitors for benchmarking of internal results

San Francisco, California, Us

Providing clarity for all of life's financial decisions.NerdWallet is your go-to resource for making smart financial decisions. Whether your're looking for credit cards, insurance, loans or investing, we'll get you to the best answer faster. Our expert, honest and personalized tools and advice do the hard work for you - saving you time and money, and giving you the freedom to do more.ProjectsQ4'15: - Review actuals and current excel process- Implement Adaptive planning- Initiate business partner financial reviews - Implement Headcount requisition process- Finanlize budget and 2016 board planQ1'16:- Complete 409a Valuation- Design procurement process and roll-out Oracle iProc- Prepare IPO readiness road-map for Audit Committee- Complete corporate model with integrated financial statements - Lock Q1 BOD ForecastQ2'16:- Research segment reporting and design supporting allocation process- Lead project to document key financial processes and controls for SOX readiness- Lock Q2 BOD ForecastOtherSupport Audit Committee Support Comp CommitteeSupport Board MeetingsSupport all 409a valuationsImplement Coupa for procurementImplement Workiva for SEC document prepRoll out Product PnL accountability structureDesign retention model forecasting member growthStand up low cost offshore resource to scale teamMaintain public company competitive analysis

San Francisco, Ca, Us

[Quarterly]- Business partner forecast cycle- Bonus accrual and payout calculations- GAAP P&L by entity for tax accruals - Quarterly business reviews w CFO and mgmt - Update balance sheet and cash flow projections- Board deck preparation - Guidance setting- Investor relations deck preparation - Earnings and script tie out- Analyst call backs[Monthly]- Review preliminary trial balance w acctg- Reconcile Oracle with Adaptive- Corporate budget vs. Actual reporting- Business partner check in and forecast update- Calendar updates and communication - Product green-light and milestone reviews[Weekly]- Update revenue and headcount estimates- Prepare Executive reporting on EBITDA w/w- Reconcile headcount- Adhoc requests[Systems]- Completed tranition off cognos to Adaptive - Maintain Adaptive data integrity- Design and manage system enhancements - Work cross functionally to improve all data flow- Improve all system integration and automation[Management]- Manage local team of three and others offshore- Recruited completely new team to backfill the old- Head of FP&A, reporting to VP of Finance- Member of Glu leadership team[Accounting]- Work with all functions to consolidate data and ensure consistent formatting for use in analysis- Support monthly close process driving accuracy and supporting a timely close

San Francisco, California, Us

Built FP&A from the ground up delivering financial transparency and accountability, ensuring efficient and on strategy growth. Partnering with all levels of the organization to deliver success.Supported Company’s growth from 500 to over 3000 global employees ahead of Zynga’s IPO. Ensuring infrastructure costs scaled appropriately with revenue and competitive benchmarks. Led the design and implementation of Zynga’s financial planning system (COGNOS TM1) allowing the transition from excel based planning. Prior to which I had built linked excel templates rolling up total Company actuals, forecasts and variances with allocations and fully burdened product PnLs.Most recently managing a team of five, delivering on revenue projections, close and budget reviews, new product analysis, rolling 6Qtr plans, process improvements and executive presentations.Estimated daily revenue for a $200M+ quarterly business across 20+ games on multiple platforms. Analyzing audience funnel (installs, conversion, retention), payers (whales, seasonality, pricing), feature performance and roadmaps reporting weekly to Senior Executives on risks and opportunities to plan. Managed quarterly 6Qtr planning process for global studio organization of 1000+ headcount across 10+ studios and 20+ major titles. Specifically focusing on rolling 6Qtr product revenue and profits for live and new titles, highlighting development costs, milestones and projected ROI across the portfolio. Led monthly business reviews with Senior Leadership summarizing monthly results and variances to plan, highlighting risks and opportunities to projected profits. Partnered with product leads, business operations, accounting and HR to ensure accuracy of actuals, projections and strategic messaging.Created and produced Executive scorecard for weekly C-Staff meeting. Reported on key metrics incl. top title performance, new product milestones, risks and opportunities and calls to action for the week.

San Francisco, California, Us

Managed supporting all Zynga games, reviewing Product PnL's and re-forecasting efforts, before hiring out Studio FP&A team owning weekly, monthly and quarterly processes. [Daily Responsibilities]- Purchase order approval and invoice review- Ensure headcount and salary expense is coded properly- Track and monitor open requisitions and team rosters- Partner with int'l teams to ensure proper costing to Studio's [Weekly Responsibilities]- Created weekly PnL's for GM's to manage against mid month- Attend Studio’s “Numbers review” covering feature results- Track prior and future Studio feature releases- Map financial results to features, analyzing performance- Analyze results of sales and other promotions - Update weekly sales reporting, analyzing transactions- Assess effectiveness of marketing initiatives - Weekly revenue reporting and update for CFO- Send weekly updates to execs on revs and key metrics[Bi-Monthly Responsibilities]- Update Sales reporting for mid-month Studio GM check in - Review trends on cost drivers (server counts, CS tickets) - Review and update quarterly forecast- Meet with Studio teams to review receiving of PO's- Manage open requisitions and ensure forecast is up to date- Update a mid-month risk and opportunity for exec roll-up[Monthly Responsibilities]- Provide month-end accruals to accounting/open PO review- Review allocation drivers and key metrics- Prepare monthly budget vs. actual analysis- Review current month actual results for accuracy- Review year-to-go forecast and update accordingly- Review with GM's and present in exec monthly business review- Update quarterly risk and opportunity analysis- Prepare price volume analysis [Quarterly Responsibilities]- Assist Studio GM’s with quarterly goal setting- Drive quarterly re-forecast process for rolling 12-month outlook- Perform GAP analysis showing number of new starts needed

San Francisco, California, Us

As FP&A employee #2 we created culture of monthly finance business reviews. I also lead COGNOS implementation, moving FP&A from Excel to robust planning software used in IPO.[Management Reporting]- Executive weekly reports of operational results and metrics;- Monthly board package preparation;- Monthly budget variance analysis management packages;- Quarterly re-forecasts.[Budgeting]- Designed interactive excel budgeting template tracking variances between actual, forecast and plan scenarios for ~40 budget meetings;- Produce total company roll-up in GL and external P&L formats;- Produce various total Company roll-ups by dept. & natural acct.;- Developed allocation models to produce fully allocated P&Ls;- Linked forecast to various growth drivers enabling quick updates;- Implemented headcount recon process aligning Oracle to Payroll;- CAPEX budgeting, tracking and scenario modeling and analysis;[Business Partnering]- Work closely with functional groups and studios, including;> Studios: Cityville, Poker, Mafia Wars, Cafe, and others;> Net Ops: Datacenter growth, allocations to cost of goods sold;> IT: Application support, total company benchmarking;> Customer Support: studio allocations, modeling growth;> QA, Marketing, Localization, all other departments.[Finance Operations]- Successfully implemented COGNOS financial planning software;- Initiated move to matrix BU operational structure;- Took various accruals from accounting assisting in monthly close;- Leveraged Oracle R12 to research and post monthly journals;- Design excel VBA macros to optimize manual processes;- Designed Discoverer report providing invoice level details;- Worked with BSA's to design functional improvements to Oracle; - Developed total company long range revenue model;- Partnered with Stats group to develop custom finance reports;- Partnered with accounting to speed up monthly close process;- Other ad hoc projects.

Redwood City, Ca, Us

Supporting sales departments and sports marketing initiatives;- Monthly forecasting, reporting, accruals and variance analysis;- Assist in prep of monthly & quarterly business reviews;- Review revenue through margin & marketing costs for sports titles; > Forecast updates with internal Demand Planning team; > Sales return accrual and price protection reserve analysis; > Product placement and co-marketing efforts; > COGS, inventory on hand, inventory turns, AR and DSO ratios; > Gross margin analysis including price/volume/mix bridge; > Phasing & mix of marketing, production and media spending; > Comparative benchmarking of sports franchise titles;- Process improvements and documentation in prep. for off-shoring.

Redwood City, Ca, Us

Financial Planning & Analysis for $180M Global IT Spend;- Developed and prepared monthly reporting packages for Global IT;- Financial assistance in supporting a $50M project portfolio; > Supporting four regions, 15 departments, 100+ projects;- Drove monthly financial review process for Shared IT - NA, incl: > Lock plan/estimate, review/re-class actuals, book accruals; > Provide monthly variance analysis and management reporting;- Monthly allocation of shared OPEX to COGS to the project level; > Based on specific Kw, Mb, Gb operational cost drivers; - Trained and managed offshore resources in process improvement;- Trained multiple Analysts on the monthly financial review process;- Various adhoc projects, incl. process definition and improvement; - Utilized Oracle/Hyperion/GFR/Excel/VBA/Access/PowerPoint.

New York, Ny, Us

Economic and Valuation Services - KPMG LLPhttp://us.kpmg.com/services/content.asp?l1id=20&l2id=120&cid=1517- Discuss with senior executives such topics as existing and future technologies, customer trends, patents, existing workforce, contracts, and potential backlog. - Clients have included both public and private companies listed in “Industry Experience” above.- Have evaluated both tangible and intangible assets using various techniques, including discounted cash flows and the application of comparable guideline multiples.- Have evaluated private company preferred and common stock utilizing the Black-Scholes model, incorporating various rounds, warrants, options, and option proceeds.

New York, Ny, Us

Transaction Services Financial Due Dilligence - KPMG LLP http://us.kpmg.com/services/content.asp?l1id=10&l2id=620- Have discussed with senior executives at target location various financial-statement trends and fluctuations identified during pre-merger financial due diligence.

New York, Ny, Us

Audit & Risk Advisory Services - KPMG LLPhttp://us.kpmg.com/services/content.asp?l1id=30&l2id=0- Have reviewed financial statement balances on a consolidated and detailed level, discussing significant transactions and/or period-over-period fluctuations with management.

Private Equity Fund Accountinghttp://www.jpmorgan.com/cm/ContentServer?c=TS_Content&pagename=jpmorgan%2Fwss%2FTS_Content%2FGeneral&cid=1130547938136- Discussed various legal, accounting and finance matters with company executives.- Monitored portfolio of abandoned investment companies by reviewing industry and company-specific news, analyzing financial statements, and discussing with executive management current and expected results. - Prepared quarterly financial statements for various heritage Hambrecht & Quist Employee Venture Fund limited partnerships.

Us

General Accounting

Executive Education Certificate Program

Intensive 4-Week Financial Modeling And Valuation Program, Finance

Master In Accounting, Accounting

B.S.B.A., Finance