Lindsey Nicholas, Cpa Email & Phone Number

New Braunfels, TX, US

San Antonio, Texas, US

San Antonio, Texas, US

• Managed 3 consultants on 14 month ASC 606 implementation for mid-size California-based client in the tech, media & entertainment industry. Worked with Big 4 advisory team to assist financial services client with CECL.
• Focused on risk assessment, process design and enhancement, reducing financial/operations risks.
• Assisted clients with technical accounting research, documentation, and streamlining processes and revamping controls to implement new GAAP for revenue, leases, and credit losses (ASCs 606, 842, and 326).
• Clients included Fortune 500 financial services, energy, waste and recycling companies.
• Known for building trusted business relationships and strong rapport with all clients, and consistently asked to return for future engagements.

• Acquired 5 audits clients and 20+ individual tax clients in less than one year of starting the practice.
• Specialized in audits, compilations and federal tax return preparation for nonprofits, construction, and personal service entities. Continuously, recommended control and process improvements and efficiencies as.
• Consistently received positive client feedback regarding quality of service and proactive transparent communication.

San Antonio, Texas, US

• Responsible for software license costs, data center/office rent, utilities, and maintenance expenses, and marketing.
• Assisted with streamlining and revamping the lease analysis and contract review processes, resulting in a more robust and efficient process. Prepared technical memos covering accounting for leases.
• Reviewed/approved journal entries and reconciliations prepared by Accountants; SOX self assessment process.
• Collaborated with Purchasing/Supply Chain, Legal, SEC Reporting, and Senior Leadership regularly to ensure all contracts and expenses were properly classified in the financial statements.
• Resolved vendor dispute over lease terms resulting in favorable settlement of $500K after detailed review of lease contracts; prevented the need to engage internal legal counsel.

San Antonio, Texas, US

• Lead SOX liaison who coordinated the annual controls assessment process with KPMG.
• Performed and led operational audits covering revenue assurance, software licensing, and employee expenses.
• Developed the Company’s Global SOX testing and training manual, and facilitated the first global training.
• Assisted in the department’s Internal Quality Assurance Review (QAR) process by reviewing workpapers of our international counterparts in London.

• Responsible for compiling, reviewing and analyzing royalty payments and joint interest billings for accuracy and compliance with contract terms and provisions.
• Reconciled royalty, rental, interest, and dividend income for ~20 entities and individuals.
• Reviewed financial investments held by various individuals and entities, and tracked significant financial activity for proper authorization.

New York, NY, US

• Lead engagement auditor for Fortune 500 clients in the oil and gas industry.
• Responsible for designing and performing audit procedures and tests of controls related to complex accounting areas such as derivative and hedge accounting, interest rate swaps, income taxes, impairment of long-lived.
• Nominated to KPMG’s Senior Audit Associate Action Council – one of 30 senior audit associates selected from all offices nationwide.
• Served as local office statistical sampling specialist and superuser for paperless audit software.