Lindsey Head

A highly accomplished and award-winning CHIEF FINANCIAL OFFICER and CHIEF OPERATING OFFICER with demonstrated experience leading BUSINESS OPERATIONS, HUMAN RESOURCES, LEGAL, and directing TECHNOLOGY implementation.

I have worked with clients ranging from startups and large corporations to individual families and small businesses. I served as the CFO for a successful money management firm where I managed all accounting and business operations, as well as compliance and investor relations. At the time, the organization managed over $250M in assets for high-net-worth individuals. We launched and managed two domestic and one offshore hedge fund plus multiple individual investment accounts.

In my most recent role, I was responsible for all strategic and tactical matters as they relate to financial management, business planning, operations, technology, human resources, legal, and forecasting for the agency’s US and UK legal entities. Most recently, I led the M&A efforts for the US agency to acquire an agency in the UK working hand in hand with legal and financial advisors overseas.

My previous experience includes working in the Private Client Department at a leading investment banking firm in San Francisco.

I am an Intuit Certified QuickBooks ProAdvisor® and eligible to sit for the California CPA Exam.

In 2018, I was recognized as the CFO of the Year by the San Diego Business Journal after being nominated four years in a row (2014-2017). This prestigious award is only given to approx 40 CFO's in the San Diego area.

KEY ACCOMPLISHMENTS:
▪️Maintained full PnL responsibility and strategic forecasting for a fast-growing agency, to meet and exceed industry KPI’s and consistent profitability year-over-year.

▪️Lead the development and implementation of key technology systems and processes that resulted in an immediate increase in productivity and efficiency.

▪️Successfully led the strategic planning that allowed for three key expansions to markets in the US and overseas.

AREAS OF EXPERTISE:
Financial & Executive Leadership
Client Relations
HR Management
Vendor Management
Business Operations
Audit & Tax Compliance

Technical Skills:
Microsoft Office Suite
Certified QuickBooks ProAdvisor
Adobe Photoshop
Web Design / Wordpress
Graphic Design
Software Development (side project): www.PlanSecurely.com