Lindsay Houle, CPA

Energizer
DISC Type : I

Director, Fund Financial Reporting at HarbourVest Partners

Greater Boston, United States

Overview

Lindsay Houle is the Director of Fund Financial Reporting at HarbourVest Partners. A certified CPA with an MBA from Bentley University, she is an expert in NAV valuation and financial oversight for global investment portfolios. Her background includes managing the entire quarterly valuation process and preparing executive reporting for investor committees.

Interesting fact: Lindsay was recognized as a Class Valedictorian for her academic achievements.

Personality Overview

Relationship Oriented

Big Picture Person

Informal

They are people oriented, friendly and like creating new connections.  They are naturally enthusiastic, so take their promise with a pinch of salt. They excel at seeing the bigger picture, and the long-term impact of their decisions.

Topics They Care About

Fund Financial Reporting
As a Director at HarbourVest Partners, she holds a leadership role focused on the complexities of financial and accounting oversight for investment funds.
NAV Valuation
Previously responsible for the entire quarterly Net Asset Value (NAV) process, coordinating with asset management and external appraisers to align values with market conditions.
Investment Accounting
Her experience includes overseeing monthly accounting closes, debt compliance, quarterly forecasts, and annual budgets for a large North American portfolio.

Media Appearances

Lindsay has no verified media appearances

Work History

3-2026
Director, Fund Financial Reporting at HarbourVest Partners
3-2023
Fund Controller at HarbourVest Partners
1-2022 - 3-2023
Assistant Controller at HarbourVest Partners
1-2017 - 8-2020
Financial Controller at Pembroke Real Estate
4-2013 - 1-2017
Head of Pooled Vehicle Team at Partners Capital

Education

2009 - 2011
Master of Business Administration (MBA) from Bentley University
2005 - 2009
Bachelor of Arts (BA) from Assumption University

More Information

Social Presence :

Prographics :

Exp : 15 Location : Greater Boston, United States Job Level : Mid-senior Designation : Director, Fund Financial Reporting at HarbourVest Partners
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Insights For Selling To Lindsay

During A Call Or A Meeting

DO's

  • Speak enthusiastically with energy, maintain a clear and confident tone
  • Share some stories about how you you have helped people in similar positions succeed
  • Talk about their team and how your product will help them do things better and easier

DONT's

  • Don’t be excessively objective, be a storyteller
  • Avoid overloading them with too much detail
  • Avoid ifs and buts, don’t talk too much about the risks etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Lindsay is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Lindsay

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Lindsay move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Lindsay take some risk or not?

  • They can accept limited risks, ones that they think will not impact them personally.

You And Lindsay

Personality Compatibility


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