The power of integrated teams, tech, and process
In this riveting discussion, we have the privilege of featuring Lindsey Oshita, Chief Accounting Officer of the Americas at Franklin Templeton. Lindsey shares her journey to becoming a CAO, beginning her career first at a small local accounting firm during high school, before progressing to Deloitte in San Francisco. Listen in as Lindsey talks about her transition into corporate accounting for the Americas at Franklin Templeton and her role in developing a set of global standards to create a shared language of success with cross-functional partners.
Lindsey also sheds light on the challenges faced during an ERP integration following a merger and the massive IT commitment it entailed. She highlights the significance of a chart of accounts and their potential adaptations, along with her team’s successful implementation of Workday at the start of the fiscal year.
Finally, this episode also touches on the crucial role of mentorship and sponsorship in Lindsey's career. She talks about how these elements, along with her father's advice, have helped her continuously grow and add more tools to her toolbox. This conversation is not just about accounting; it's about career growth, mentorship, team integration, and the ability to find humor even in the most challenging situations. Tune in for an enlightening and entertaining discussion.
Accounting career paths and responsibilities [1:44]
Integration and team building after an acquisition [10:40]
ERP integration challenges after a merger [19:11]
How mentorship can expand the accounting career path [30:15]
Lindsey’s best accounting jokes [34:55]
Lindsey Oshita, CAO, Americas at Franklin Templeton
Lindsey Oshita is the Chief Accounting Officer, Americas at Franklin Templeton. She’s spent 14 years at Franklin Templeton in various financial leadership positions, and was at Deloitte prior to that. Lindsey graduated from UCLA with a Bachelor’s Degree in Economics and a minor in Accounting.