Lindsey Bahr

Director of Finance & Administration at Aileron
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John Torre, PHR, SHRM-CP

Lindsey Bahr is an outstanding professional and I’m honored to have had the opportunity of working with her as she’s very knowledgeable and an excellent communicator. On many occasions I personally witnessed Lindsey go above and beyond, not because it was her job, rather because it was the right thing to do. She often took the time to provide outstanding internal customer service and was always patient, ensuring that the information she was providing was thorough and completely understood by everyone involved. She was always available to lend a helping hand anytime I reached out to her and would always see the issue all the way through to resolution, regardless of how long it took. I have met few individuals who are as awesome and high performing as Lindsey and it would be an absolute honor to work with her again. Any organization seeking the highest caliber of talent need to look no further than Lindsey. She will not only make your organization look good but she will interact with her peers with positivity, efficiency and respect!

Tyler D. Schleich CPA, MBA

Lindsey has worked for me on several client serving accounts as a staff accountant while I was in the senior or manager role. She was not only a pleasure to work with from a personality standpoint, but she also had a very dedicated work ethic. She understands accounting and she understands how to communicate with the clients to get the results the team needs. She was able to work both independently and team effectively when she was faced with a more challenging task she had not encountered before. Her organization and tracking skills also contributed to the success of our team. While working on client projects as she often coordinated with me to ensure that our milestones were being met. I recommend Lindsey with highest sincerity.

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Credentials

  • Dare to Lead Trained
    Dare to Lead™ Trained
    Sep, 2020
    - Sep, 2024
  • Becoming a More Conscious Leader.
    Aileron
    Jun, 2020
    - Sep, 2024
  • Certified Public Accountant
    Accountancy Board Of Ohio
    Aug, 2011
    - Sep, 2024

Experience

    • United Kingdom
    • Airlines and Aviation
    • Director of Finance & Administration
      • Mar 2018 - Present

      - Provide strategic direction of all financial functions - Plans and directs all aspects of organization’s financial analysis - Identifies short-term and long-term financial business strategies and projects forecasted results - Designs standard financial policies and procedures in regard to accounting, finance, tax, HR and legal - Ensure compliance with federal and state tax regulations, public charity requirements, GAAP and sources of grant funding - Prepare financial models for funding strategies and pricing of newly introduced services - Manage HR functions including payroll and employee benefits - Oversee legal functions such as contract review, Board governance, and risk management

    • United States
    • Higher Education
    • 700 & Above Employee
    • Adjunct Lecturer
      • Aug 2019 - Present

      ACC 207 | Introduction to Financial Accounting Introduction to financial accounting concepts, procedures, and terminology. The accounting framework for recording transactions and reporting to parties external to the organization. ACC 207 | Introduction to Financial Accounting Introduction to financial accounting concepts, procedures, and terminology. The accounting framework for recording transactions and reporting to parties external to the organization.

    • United States
    • Media Production
    • 700 & Above Employee
    • Senior Manager Financial Reporting
      • Jan 2018 - Mar 2018

      - Prepare balance sheet, income statement, statement of cash flows and statement of equity - Responsible for preparing and filing required SEC forms, such as 10-Q, 10-K, 8-K, S-4 using Workiva Wdesk- Draft quarterly earnings release and Management’s Discussion and Analysis for 10-Q and 10-K - Research accounting treatment and required disclosures for proposed transactions and new accounting guidance - Understand and explain material variances to budget, forecast and prior periods monthly - Maintain company’s financial internal controls; work with global process owners to ensure accuracy and effectiveness of established controls- Communicate with internal audit of key controls, deficiencies identified and remediation plans - Prepare materials for Audit Committee of Board of Directors with respect to consolidated financial reporting and SOX 404 compliance, as well as presentations for CFO and Investor Relations to analysts, investors and Scripps family - Manage vendor relations with outside firms providing valuation services and cloud reporting software - Lead, teach and manage Senior Analyst in Financial Reporting - Participate in recruiting events on college campuses for accounting internship program

    • Senior Manager, Sales & Incentive Compensation
      • Jun 2016 - Dec 2017

      - Oversee the design and implementation of competitive general incentive plans and sales commission plans for multiple business segments to attract and retain employees to drive results that align with the overall business strategy - Assess effectiveness of incentive plans and sales compensation plans for all business segments and all markets through detailed analysis and financial modeling- Developed training materials and revamped sales compensation plan documents to help sales participants better understand their compensation plans - Assist sales directors, sales managers, HR business partners and finance directors regarding questions related to sales compensation plans, payments and processes - Collaborate with Corporate Communications to prepare messaging for changes in incentive plans and sales compensation plans to participants- Oversee other compensation programs such as employee stock purchase program and annual merit cycle for sales managers- Identification of opportunities for process improvement to drive efficiency or cost savings - Work closely with IT to implement enhancements to HR tools developed in house for incentive payouts and sales commission payments - Manage financial planning benefits for executives and ensure understanding of and compliance with Insider Trading policy - Maintain equity compensation plan in accordance with grant award agreements - Prepare materials for Compensation Committee of Board of Directors with respect to equity compensation and executive compensation - Calculate stock ownership and produce monthly reporting of stock ownership compliance - Compile tabular and other information for quarterly and annual SEC filings, including Forms 4, 10Q, 10K and proxy- Manage annual budget and quarterly forecast for all Corporate HR departments- Manage vendor relations for equity compensation, employee stock purchase plan and proxy solicitation

    • Financial Reporting Manager
      • Oct 2012 - Jun 2016

      - Research accounting treatment and reporting requirements for proposed transactions and new accounting guidance- Draft consolidated financial statements including balance sheet, income statement and cash flow statement- Draft quarterly footnote disclosures and MD&A- Prepare and file Form 10-Q, Form 10-K, and Form 8-K and other SEC filings as required using Workiva Wdesk- Review XBRL tagging, outline and rendering for 10-Q and 10-K using Workiva Wdesk- Compile financial statements for minority interests and Company benefit plans- Compile monthly reporting package for internal reporting purposes- Support external auditors for quarterly reviews and annual audit- Prepared carve-out financial statements for spin-off of Newspaper business and assisted with preparation and filing of Form S-1- Financial Reporting Senior from October 2012 - April 2014

    • Assurance Senior
      • Nov 2011 - Oct 2012

      - Develop and execute audit strategy - Perform substantive and general audit procedures on various accounts to support conclusions and opinions reached in accordance with generally accepted auditing standards - Interact with client executives and accounting staff to complete required audit procedures and maintain client relations - Knowledge of generally accepted accounting principles and generally accepted auditing standards - Analyze financial statements to identify trends or variations from expectations - Supervise and review work of staff and interns - Serve clients in a variety of industries including non-profit organizations, manufacturing, and technology

    • United States
    • Facilities Services
    • 700 & Above Employee
    • Senior Corporate Accountant
      • Jun 2011 - Oct 2011

      - Responsible for corporate accounting - Consolidation of financial statements - Preparation of required SEC reports - Upper management level reporting - Responsible for corporate accounting - Consolidation of financial statements - Preparation of required SEC reports - Upper management level reporting

    • Assurance Staff
      • Sep 2009 - Jun 2011

      - Perform substantive and general audit procedures on various accounts to support conclusions and opinions reached in accordance with generally accepted auditing standards - Interact with client executives and accounting staff to complete required audit procedures and maintain client relations - Knowledge of generally accepted accounting principles and generally accepted auditing standards - Analyze financial statements to identify trends or variations from expectations - Perform substantive and general audit procedures on various accounts to support conclusions and opinions reached in accordance with generally accepted auditing standards - Interact with client executives and accounting staff to complete required audit procedures and maintain client relations - Knowledge of generally accepted accounting principles and generally accepted auditing standards - Analyze financial statements to identify trends or variations from expectations

    • Budget Assistant and Peer Advisor
      • Aug 2007 - Sep 2009

      - Mentor first year and transfer business students during the transition to the university and School of Business Administration - Assist instructor in Business Education planning course for first year and transfer business students - Assist Director of Undergraduate Programs with monthly budgeting and analysis process for all departments in the School of Business Administration - Present opportunities within the School of Business Administration to prospective students and families - Mentor first year and transfer business students during the transition to the university and School of Business Administration - Assist instructor in Business Education planning course for first year and transfer business students - Assist Director of Undergraduate Programs with monthly budgeting and analysis process for all departments in the School of Business Administration - Present opportunities within the School of Business Administration to prospective students and families

    • China
    • Accounting
    • 700 & Above Employee
    • Assurance Intern
      • Jan 2008 - Mar 2008

      - Perform substantive and general audit procedures on various accounts to support conclusions and opinions reached in accordance with generally accepted auditing standards - Interact with client executives and accounting staff to complete required audit procedures and maintain client relations - Knowledge of generally accepted accounting principles and generally accepted auditing standards - Analyze financial statements to identify trends or variations from expectations - Perform substantive and general audit procedures on various accounts to support conclusions and opinions reached in accordance with generally accepted auditing standards - Interact with client executives and accounting staff to complete required audit procedures and maintain client relations - Knowledge of generally accepted accounting principles and generally accepted auditing standards - Analyze financial statements to identify trends or variations from expectations

    • United States
    • Medical Practices
    • 1 - 100 Employee
    • Accounting Trainee
      • Apr 2007 - Oct 2007

      - Assisted CFO with Leadership Development Program - Assisted CFO with Leadership Development Program

    • United States
    • Food and Beverage Services
    • 100 - 200 Employee
    • Chief Financial Officer
      • Feb 2006 - Aug 2007

      - Student-run business with consolidated annual revenues of $1.4 million (at time of employment)- Manage all aspects of the accounting and information technology - Implementation of internal audits and monthly budgeting process- Investigate, identify and create internal controls- Assist the executive team in developing and implementing corporate strategy- Continued work as an Accounting Consultant from April 2007-September 2007

    • Assistant Manager and Director of Merchandising
      • Mar 2005 - Feb 2006

      - Managed 10 employees and assisted in weekly scheduling- Responsible for selecting, ordering, and managing inventory- Implemented inventory management process to mitigate waste

Education

  • University of Dayton
    BS, MBA, Accounting and Finance
    2004 - 2009

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