Stephen G. Lynch, Cpa, Pmp Email & Phone Number

Texas, United States

Dallas-Fort Worth Metroplex

CPA | Consultant focused on Finance & Accounting optimization through finance transformation, global business services, shared services, and outsourcing.+1.214.623.5570Key areas:INTERIM CONTROLLER• Manage aspects of accounting and financial reporting.• Generate monthly P&L's, Balance Sheet, Cash Flow forecasts• Analyze processes for performance improvement opportunities• Evaluate internal controls to identify potential areas of weakness and initiative projects to strengthen risk management.FINANCE TRANSFORMATION:• End-to-end process management to identify current practices, create fit/gap against leading practices and benchmarks, and develop a strategic roadmap to drive material and lasting improvement in finance.• Identification of digital technologies and automation opportunities including Cloud, RPA, and Machine Learning to drive standardization and automation in finance processes.GLOBAL BUSINESS SERVICES• Shared Services: Organizational Design, Technology Integration, and Go-live support• Outsourcing: Managed Services for Finance & HR from India service center (Hyderabad)• Outsourcing: Transition ManagementPROGRAM | PROJECT MANAGEMENT• Planning, Budgeting, Staffing, and Execution of global projects• Experienced with managing global teams across timezones and cultures to effectively drive projects to accomplish corporate objectives.

Dallas-Fort Worth Metroplex

Program Director leading transition management for clients outsourcing their finance processes. Key activities include:- Collaborate with clients and cross-functional teams to understand needs and objectives.- Conduct comprehensive assessments to inform tailored transition strategies.- Define project scope, objectives, and key performance indicators.- Analyze risks, plan resources, and create detailed project plans.- Develop mitigation strategies for potential challenges.- Oversee the seamless execution of BPO transitions including knowledge transfer and ramp-up activities- Foster collaboration among diverse, global teams and provide clear guidance.- Address emerging issues proactively to prevent disruptions.- Coordinate technology implementation, process changes, and workforce training.- Prioritize effective communication to keep stakeholders informed.- Implement robust tracking mechanisms for progress against milestones.- Provide regular assessments and status reports to keep stakeholders informed.- Identify potential risks and deviations from the project plan.- Implement corrective actions promptly to stay within scope, budget, and timeline.- Utilize data-driven insights for continuous improvement and process refinement.Client examples:• Drove the migration of 600+ FTEs for a global engineering and construction firm to offshore delivery centers in India, Columbia, and Malaysia while achieving a 40% cost reduction. • Governed a budget worth $16M and implemented digital technologies, including Automation Anywhere and Celonis (integrated with Oracle Fusion) to revitalize finance processes.

Dallas-Fort Worth Metroplex

Led team in business development to further expand existing TCS relationships into our clients' finance organizations:• Led client conversations to collaborate on opportunities for TCS to impact our clients' finance organization.• Led finance transformation portion of proposals and RFP responses.• Led the transformation response on an application development and support RFP that resulted in a $200 million, 10-year outsourcing contract.

Dallas-Fort Worth Metroplex

Director in the Global Business Services practice with responsibility to sell and deliver finance transformation services.• Led a team of five in the development of the finance operating model for a divestiture of a consumer products division within a European pharmaceutical company. • Led the development of the finance future state processes for the divestiture of an information services division within an international news agency.

Dallas/Fort Worth Area

Directed service delivery for finance transformation services while aligning with Cognizant's Enterprise Application Services, covering SAP, Oracle, PeopleSoft, NetSuite, JD Edwards, and Microsoft Dynamics.• Led Finance Transformation team in the delivery of services to drive both direct and managed revenue streams• Developed transformation Points of View for use in client sales opportunities• Led Finance Transformation portion of large technology RFP responses• Led transformation assessment for outsourced finance processes for a national insurance company. Developed a portfolio of improvement opportunities to streamline processes and eliminate non-value-added work. Identified key technology initiatives to drive automation and reduce manual intervention in processes.• Spearheaded five user requirements workshops and coordinated scripting for vendor demos involving SAP and Oracle while handling the software selection process for the divestiture of an insurance company division.

Dallas-Fort Worth Metroplex

Directed service delivery of CFO advisory services for global and mid-market companies, emphasizing global service delivery, organizational design, and process optimization. • Developed the supply chain chart of accounts for a global toy company and facilitated 8 workshops in Hong Kong with 12-15 organizational stakeholders, encompassing regional and country finance managers. Consolidated four charts into one for improved data quality and efficiency.• Led the formulation of persona-based scorecards for a pharmaceutical company's Shared Service Organization while overseeing a project team of two, defining user requirements, and documenting data sources to support the Tableau data visualization tool within a 3-month timeline. • Supervised the evaluation of the balance sheet reconciliation process for a multinational integrated oil and gas company. Introduced a risk-adjusted reconciliation schedule to decrease the overall volume of reconciliations conducted in India and Chicago by 12% and identified opportunities to delegate certain reconciliations to an offshore outsourcer, thereby reducing process costs.

Greater Denver Area

Oversaw marketing, sales, and delivery of finance transformation offerings across the Americas as part of the national leadership team. Served as the Channel Lead for a spectrum of global service delivery offerings, including finance strategy, organizational design, Shared Services, and benchmarking.• Spearheaded a Shared Services location assessment for a chemical company, creating multiple scenarios location analysis, and presenting various risk-assessed scenarios to management for final selection.• Led as Project Manager for a shared services assessment of a global defense and commercial manufacturer. Reviewed existing operations and identified additional areas of opportunity to move services to the shared services organization. Developed a strategic roadmap to prioritize opportunities. • Achieved optimized outcomes by administering the finance application rationalization for an upstream oil company, conducting stakeholder interviews, and prioritizing opportunities through business value analysis.• Played a pivotal role as the Finance lead for an SAP ERP upgrade at a Canadian utility company while orchestrating 12 design workshops that integrated leading practices into the SAP workflow.

Colorado Springs, Co

Director serving Fortune 1000 companies through finance transformation consulting. Responsibilities included selling and delivering transformation projects around shared services and process optimization. Served on the Record-to-Report team to develop and maintain intellectual capital.• As Project Manager, led the design and implementation of a Shared Service Center in Shanghai, China for a global manufacturer of industrial glass. Scope included Order-to-Cash, Procure-to-Pay, Record-to-Report, Project Accounting, and Asset Management. Worked with ERP implementation team to configure process in accordance with designed processes. Led training of Shanghai staff in proper accounting procedures. Project led with the Japanese operations and served as a template for other countries in the Asia-Pacific region.• Led a benchmark study and leading practice gap analysis for the shared services operations of a super-major oil & gas concern. Identified key areas of opportunity, created a portfolio of improvement opportunities, and developed a strategi roadmap to priorities opportunities.• Led the unified design of the Record-to-Report process in conjunction with a J.D. Edwards upgrade for a global chemical company. Led user requirement workshops and documented processes in Visio.• Benchmarked the finance operations of a global mining company. Identified key areas of opportunity for optimization. Conducted a leading practice gap assessment and developed a portfolio of improvement opportunities and a strategic transformation roadmap to prioritize opportunities.

Bachelor Of Business Administration - Bba, Finance, General

Master Of Business Administration (M.B.A.), Finance, General