Please complete the CAPTCHA to continue
@porch.com
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
Lindsay Nelson is listed as Chief of Staff @ Porch Group | Senior Executive Partner with a Talent for Driving Results and Optimizing Operations Across Diverse Industries at Porch Group, based in Santa Barbara, California, United States. AeroLeads shows a work email signal at porch.com and a matched LinkedIn profile for Lindsay Nelson.
Lindsay Nelson previously worked as Chief Of Staff at Porch Group and Chief of Staff to Chief Operating Officer & Chief Strategy Officer at Cetera Financial Group. Lindsay Nelson holds Bachelor'S Degree, Accounting from Seattle Pacific University.
This section adds company-level context without repeating Lindsay Nelson's masked contact details.
AeroLeads found 2 current-domain work email signals for Lindsay Nelson. Compare company email patterns before reaching out.
With over 8 years of experience in executive leadership roles, I am a Chief Of Staff who excels at driving and managing the operational rhythm of business across diverse industries. I currently work at Porch Group, a leading home services platform, where I lead core planning processes, define and manage incentive plan programs, and facilitate quarterly business reviews and updates to the Board of Directors.As a Corporate Strategy Expert, I have a proven track record of leading strategic initiatives, driving operational excellence, and delivering exceptional results. I have successfully led executive level enterprise projects, such as resiliency plan, M&A due diligence and integration, and critical process and org redesign, with the help of cross-functional teams and stakeholder engagement. I am also a Process Improvement and OKRs Leader who has implemented and tracked corporate and business unit objectives and key results, and reduced expenses and self-funded initiatives. I am passionate about helping organizations achieve their goals and drive sustainable growth.
Listed skills include Finance, Financial Analysis, Financial Reporting, Auditing, and 30 others.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
Seattle, Washington, US
Drive and manage the operational rhythm of business including quarterly operational and financial reviews of business units, monthly all-hands meetings, quarterly leadership team meetings, and quarterly business updates to Board of Directors. Lead core planning processes including annual Senior Leadership strategic planning process and offsites, corporate.
San Diego, CA, US
Plan, direct, and prioritize financial, operational, and strategic imperatives for organization’s Chief Operating Officer and Chief Strategy Officer. Serve as liaison between staff, senior leaders, executive team, and functional groups regarding all financial and staff related inquiries, planning, and analysis. Organize and facilitate regular Senior.
San Francisco, California, US
Gathered business requirements, prioritized requests, tested, and implemented modifications and enhancements to internally developed loan management system comprised of six applications. Partnered with stakeholders, business leaders, and back office support teams to develop, plan, and execute organizational initiatives. Co-managed team including.
San Francisco, California, US
Compiled and reviewed monthly financial statements for $36 billion asset-based lending division as manager of 3-person Consolidated Reporting team. Supervised monthly close, monthly forecasting, and annual plan process which included preparation and review of reports and analysis, as well as presentation to executive management team. Managed effort to.
San Francisco, California, US
Produced monthly financial statements including balance sheet, detailed income statement, and related analysis for 11 back office administrative groups. Prepared and analyzed monthly business metrics providing detailed explanations for variances between actual, forecast, and plan. Performed ad-hoc analysis, created reports, and led financial projects.
San Francisco, California, US
Performed annual risk-based compliance program in accordance with the Sarbanes-Oxley Act of 2002 including walkthroughs of transactions, preparation of narratives, and testing of internal controls. Reported, monitored, and performed remediation of audit findings and SOX deficiencies. Coordinated internal control audits by Wells Fargo Audit Services and.
Seattle, WA, US
Led engagement teams for financial statement audit engagements for financial institution and financial services clients. Performed audits of internal controls in accordance with Sarbanes-Oxley Act of 2002 for SEC Registrants. Performed procedures related to SEC filings including 10Qs, 10Ks, S-4s and 11-Ks. Reviewed accounting transactions for compliance.
Quick answers generated from the profile data available on this page.
Lindsay Nelson works for Porch Group.
Lindsay Nelson is listed as Chief of Staff @ Porch Group | Senior Executive Partner with a Talent for Driving Results and Optimizing Operations Across Diverse Industries at Porch Group.
AeroLeads has found 2 work email signals at @porch.com for Lindsay Nelson at Porch Group.
Lindsay Nelson is based in Santa Barbara, California, United States while working with Porch Group.
Lindsay Nelson has worked for Porch Group, Cetera Financial Group, Wells Fargo Capital Finance, and Moss Adams Llp.
You can use AeroLeads to view verified contact signals for Lindsay Nelson at Porch Group, including work email, phone, and LinkedIn data when available.
Lindsay Nelson holds Bachelor'S Degree, Accounting from Seattle Pacific University.
Lindsay Nelson is listed with skills including Finance, Financial Analysis, Financial Reporting, Auditing, Forecasting, Accounting, Financial Statements, and Budgets.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contacts