Lindsay Wiley
MBA, CVA, ECA
Business Valuation, Member, Litigation Support, Consultant
760-994-8874
658 Cornerbrook Lane
About Lindsay
An experienced Accountant, Appraiser, Valuator, and Financial Planning Manager with 20 years of overall experience, the last five being in valuation, appraisals, and auditing positions. My experience has focused on being the financial leader of a Wiley Financial Services, and contributing to the improvement of my company's overall performance. Specialties include, management of the company's financial resources, including management of all aspects of the balance sheet, preparation and analysis of the income statements to accurately reflect financial performance and cash and treasury management to optimize resources. In addition, experience in financial planning, budgeting, auditing & forecasting, reporting and working knowledge of most commercial accounting systems. I bring a dedicated proactive work ethic to my work and have always been a self-starter. I am a hardworking Appraiser successful at conducting a large number of appraisals each month; as well as eager to achieve business objectives and deliver accurate valuations to clients.
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Wiley Financial Services Owner 04/2016 - Current |
· Developed business from ground up and prepared records and operations for smooth handover to new owners. · Determined pricing for products or services based on costs and competition. · Oversaw staff hiring, initiating new training and scheduled processes to streamline operations. · Enhanced operational performance by developing effective business strategies, systems and procedures. · Analyzed client business needs and assisted in determining appropriate resources and strategies. · Kept up-to-date on regulatory changes affecting business operations. · Analyzed financial statements and trends to manage cash flow and make business decisions. · Reconciled daily sales, prepared bank deposits and assessed financial transaction reports.· · Developed comprehensive company valuations to inform investment decisions. · Interpreted data on price and yield future investment-risk trends, economic influences and other factors affecting investment programs. · Analyzed budgets and implemented action plans to rectify issues. · Developed financial analysis reports and presentations by applying acquired financial principles. · Informed investment decisions by analyzing financial information to forecast business, industry or economic conditions. |
Additional Information Available Upon Request