Below are the 6 Assistant Controllers & 7 VP's, Directors /Managers of Finance with various industries & systems experience. The Thor Group® provides financial/accounting leaders who know your industry & systems on a consulting, contracting or direct hire basis.

Will your organization benefit from hiring an assistant controller with vast experience in managing financial activities, implementing effective internal controls and improving accounting processes to ensure accuracy of financial statements? Technological know-how is composed of SAP, Microsoft Office Suite, Windows, Lotus Notes, AWS, PeopleSoft, Oracle, Hyperion, ADI and AS/400. The specialist is also a Certified Public Accountant.

As an assistant controller for an energy company, assisting with the implementation of SAP was one of the key accomplishments. Aside from doing the timely reconciliation of all asset-liability, tasks carried out included overseeing revenue/expense accounts analysis and statistical reports. Moreover, the maintenance of databases, ledgers and Excel spreadsheets regarding account balances were finalized.

While working for a manufacturing company, part of the job was to manage prepaid and accrual accounts in SAP to simplify accounting analysis as well as to perform monthly reporting of sales tax for six different areas. Additional responsibilities encompassed managing prepaid or accruals for five different divisions, while also preparing and processing journal entries for month close-financial statements.

Would it be beneficial for your organization to employ an assistant controller with experience working in waste management, transportation and food/beverage industries? Educational attainment is composed of BS Accounting. Software skills involve Sage AccPac/Sage 300 ERP, QuickBooks, Crystal Reports, Great Plains (Microsoft Dynamics), Cietrade Systems and Peachtree.

Serving in a waste management company as an assistant controller, managed the accounting department of 8 which consisted of the business analyst, accounting manager, A/P auditors, AR/collections and reported to the President. This specialist managed the assignment of duties, review of work and performance evaluations. Also, was responsible for the financial month end close process, compliance with GAAP, and external reporting. Moreover, closed the books timely by making journal entries, reconciliation of GL accounts, and ensuring accuracy of financial statements.

As an assistant controller, developed financial analysis tools and controls that assisted sales and operations to drive gross margin, reduce cost, and increased pre-tax profits. Some of the tasks were enforcing and enhancing internal controls of the company, as well as working with other departments to identify and assist in developing reporting requirements. Furthermore, processed and managed budget, cash flow reports and analysis, as well as responsible for all HR duties and functions.

What can an assistant controller with experience in manufacturing, technology and food industries, as well as specialization in Epicor, Hyperion and MS Dynamics SL do for your organization? Technical competencies consist of Epicor, Hyperion and MS Dynamics SL. Educational background includes Bachelor of Business Administration and a Finance major course (minors in Accounting & General Business).

Responsibilities of this assistant controller were composed of eliminating backlog of unclosed financial periods and BOD statements during the operating period close, as well as creating fiscal period control for period cut-off, cost controls and reporting. Contributions involved reducing the period of financial close from three (3) weeks to four (4) days with a reduction in headcount from 16 finance staff across three (3) divisions to eight (8) headcount, in addition to improving the cash collection cycle by offering ACH payments in place of check payments in exchange for increasing days to pay terms with suppliers from 30 to 45 and in some instances 60 days. This specialist completed the revision/re-implementation of multi-division Epicor v 9.0,5 ERP System with revised BOD reports and consolidation with Oracle Hyperion software.

The position required transitioning finance functions to another office, including international consolidation and preparation of BOD reporting package. Responsibilities involved revising and reconciling a two (2) year backlog of large system projects with significant percent of completion (POC) revenues and costs.

How can an assistant controller with experience working in non-profit and financial services industries help your organization? Educational attainment is composed of Bachelor of Science in Accounting, Minor in Computer Science. Computer skills involve QuickBooks, Great Plains, SunGard, dBase, Yardi, Peachtree, NetSuite, Eagle STAR/PACE, Oracle Hyperion/Oracle, JD Edwards, Lawson, AccPac and Timberline.

Working with challenging issues such as reducing revenue and AP backlogs, saving $100K in duplicated payments and lost revenues have vetted this specialist’s work experience. Serving in a non-profit organization as an assistant controller, has analyzed sales tax and 990 tax returns and back up, as well as worked with the treasurer, aiding in creating and maintaining new general ledger, accounts receivable, payable, accounting and payroll processes. Key achievements were streamlining AP function and process, creating and administering expense and revenue allocations for foundation’s initiatives, as well as aiding in IT initiatives and software vendor searches/updates. This professional has created and enhanced control processes.

With a “can do approach” in the area of managing the agency’s financial records for internal and external reporting and assisting the chief financial officer in performing long term strategic financial planning for the organization have been career objectives. Being an assistant controller, has supervised billing, accounts payable and accounting functions. Part of the job was to manage preparation of monthly financial statements, prepare the grant funding budgets and reports for internal and external sources, as well as manage the annual agency audit.

How can an assistant controller who worked in real estate and distribution services industries help your organization? Educational attainment is composed of BS Finance and MBA Finance. Technology skills consist of Oracle, QuickBooks Pro and Peachtree Accounting.

Working with challenging issues such as creating bank reconciliations for operating accounts, as well as performing an analysis and reconciliation have vetted this specialist’s work experience. Serving in a real estate company as an assistant controller, recognized and prepared journal entries to correct outstanding balances. This individual was instrumental in year-end closing and worked closely with the controller. In addition, analyzed and balanced accounts, created journal entries to zero out accounts, as well as performed sales analysis and tracking performed weekly on all sites.

With a “can do approach” in the area of creating bank reconciliations for 3 months for operating accounts and performing an analysis and reconciliation have been career objectives. Serving as an assistant controller, accounting package that was used were PeopleSoft in Oracle. Other duties were recognizing and preparing journal entries to correct outstanding balances. Moreover, was instrumental in closing year for company, and worked closely with the controller. Furthermore, analyzed and balanced accounts, as well as created journal entries to zero out accounts.

What contributions could an assistant controller with work experience in a healthcare system and a hospital network bring to your organization? Educational background is composed of BBA in Accounting and MBA Acct/Finance. Computer skills include QuickBooks Pro and Peachtree Accounting.

Challenges like doing budget preparation, monthly meetings with directors to educate on expenses and overall departmental reviews were welcomed and successfully completed on a regular basis. Serving in a healthcare system as an assistant controller, has worked in conjunction with growth officer to prepare capital pro formas, balance sheet reviews, as well as led with HR to report facility productivity. Part of the job was to provide executive team guidance on hiring impact, as well as participating in quarterly audits. While employed in a general hospital, has carried out yearly budget preparation and analysis, as well as prepared schedules and gathered info for month end reporting, operations reviews, budget reviews, management review, etc. In addition, has participated with annual/monthly surveys and SOX audits, as well as patient charge analysis.

Shared expertise by performing financial analysis of balance sheet accounts for multiple institutions, as well as allocating expenses/revenues throughout facilities and departments such as salaries and benefits.

What contributions could a director of finance with experience working in electric provider and legal services industries bring to your organization? Educational attainment is composed of Bachelor of Science in Business Administration. Software proficiencies involve Peachtree/Sage 50) and QuickBooks.

Challenges like monitoring business performance (analysis and trending), as well as monitoring cash flow (daily analysis and adjustment) were welcomed and successfully completed on a regular basis. Serving as a director of finance, has created and oversaw budgets, monthly summaries and analysis for board of directors and CEO presentation. This professional has worked with departments and teams (to maximize efficiency and minimize costs). Also, has supervised accounting team of four employees, as well as prepared accounts for quarterly/yearly review-analysis-adjustment by auditors. Moreover, has developed financial models (Department Cost Analysis and Competitor/market analysis).

Shared expertise by creating work orders, creating/processing/posting all invoices, processing/posting receipts for the week, posting and maintaining all customer financial records, handling bad debt issues, as well as establishing and maintaining monthly/weekly payment schedule for accounts payables. Acting as an office administrator, has maintained and prepared all necessary documents and financial records for submission to accountants. Furthermore, was responsible for job scheduling/employment records of 10 employees, as well as maintaining health care and IRA records for all employees.

How can a finance manager with work experience in architecture/planning, consulting and business services industries help your organization? Educational background consists of Bachelor of Business Administration in Finance. Technical knowledge consists of Deltek Advantage, Deltek Vision, Deltek Ajera, QuickBooks, Tableau and Oracle.

Working with challenging issues such as preparing reports which summarized and forecasted company business activity and financial position in areas of income, expenses, and earnings based on past, present, and expected operations have vetted this specialist’s work experience. As a finance manager in an architecture and planning company, performed accounting functions including time and expense reporting, client invoicing, collections, accounts receivable, accounts payable, journal entries, etc. Some of the tasks were doing financial management, cash management, budgeting, and forecasting, as well as reporting and analysis of financial and operational metrics, ad-hoc financial analysis to support executive decision making, budget and variance analysis.

With a “can do approach” in the area of teaming with Project Managers and office leadership to track project financial performance including reviewing project work plans, budgets, and staffing plans for fee alignment as well as providing project financial training as needed. Acting as a finance manager, this individual was in charge of financial management, cash management, budgeting, and forecasting. Moreover, did accounting functions including time and expense reporting, client invoicing, collections, accounts receivable, accounts payable, journal entries, etc.

What contributions could a finance manager who worked in technology and education industries bring to your organization? Educational background is composed of Bachelor of Arts in Business Administration/Accounting and Master of Business Administration. Technical skills include NetSuite, Salesforce and Concur.

Challenges like designing and implementing policies and procedures for contracts with multiple element arrangements (Software Revenue Recognition) were successfully completed. Serving in a technology company as a finance manager, assisted legal and sales teams with structuring customer agreements. In addition, served as manager of team responsible for all revenue recognition reporting in NetSuite, reduced receivables during high growth period and performed technical research on complex revenue recognition issues. Moreover, responsible for all month-end reporting to parent headquarters.

Shared expertise by developing annual budget and recommending tuition rates and payroll increases to the Board, apart from negotiating lower rates for services and rent, and investing cash balances to maintain principal. Serving in a children’s school as a treasurer/business manager, performed as a key member of Board of Directors and has managed payroll processing and health insurance benefits. Furthermore, has prepared annual financial reporting package, reducing school’s external accounting fees by 50%.

What can a finance manager who has work background in manufacturing, marketing and media industries, as well as specialization in JD Edwards OneWorld and SAP bring to your organization? Technical specializations involve JD Edwards OneWorld, SAP, Essbase, Prisma Payroll/Customs, Cognos, FastR Reporter and database management. Educational attainment includes Bachelor of Science in Accounting and Master’s degree in Mexican Tax.

Working with areas such as handling general accounting, statutory/regulatory compliance, accounts payable, payroll and fixed assets were part of this finance manager’s work experience. Duties covered handling the yearly business plan and rolling forecast as required. This specialist was responsible for month/year closing and financial reporting, as well as served as liaison between corporate and legal/statutory entities in Mexico. Achievement involved IVA recovery over $5M, internal process alignment and harmonization with other locations. Compliance and risk mitigation of new statutory regulations, as well as electronic accounting implementation were also completed.

Another job covered handling the startup distribution center operations, transition out from shelter, employer substitution, deploying tax strategy, and transfer price scheme, in addition to creating and implementing a tailored internal control. Functions involved handling statutory, general accounting and customs support. Cost accounting responsibilities included manufacturing variances and implementing productivity measures to achieve stretched commitments, inventory control and physical inventory take, scrap recycling process, BOM/routers review, standard cost roll up, business plan and forecasting as needed. Month/year-end and financial reporting was also efficiently handled. JD Edwards multi-currency implementation was also completed. Core competencies included cost/manufacturing accounting, budgeting, forecasting, client needs assessment, strategic planning, transfer price/foreign trade and contract negotiation.

Could the future success of your organization be helped by this finance manager with work background in IT services and financial services industries who is adept in Lawson, Hyperion and SAP? Technical competencies involve Lawson, Hyperion Essbase, SAP, SQL, Access, WebFocus and TM1 Cognos Systems. Educational background includes Masters of Business Administration and Bachelor of Science in Entrepreneurial Studies.

Responsibilities of this finance manager included collaborating with multiple functional areas on various projects and working with internal business unit partners to provide ad hoc requests and analysis. Apart from leading staff training, technical expertise was provided during the division reorganization for Lawson, Essbase, WebFocus and TM1 Cognos systems. Duties consisted of participating in the monthly/quarterly business reviews to ensure timely reporting and analysis for corporate finance group based on IFRS deadlines and actively getting involved in streamlining of processes to enhance reporting requirements. The job entailed reviewing budgeting and financial planning within the department division, supervising and training offshore accounting staff, in addition to assisting with the year-end audit.

In another position for the same employer, assistance was provided in managing the month-end close, forecast/budget, headcount tracking and quarterly balance sheets. Skills brought to the table consisted of producing complex detailed analysis after the close to support key performance drivers and creating monthly board presentations of a $300M budget for senior management meetings. This specialist collaborated daily with treasury, regional finance teams and external auditors to resolve issues. Investigating areas of concern and addressing with business partners were efficiently handled.

How can a vice president of finance who is proficient in QuickBooks and has experience working in a nursing home help your organization? Software skills include QuickBooks, MAS 90, Oracle, Excel, Word, Access, Platinum, Solomon, Great Plains, AccPac, Discoverer, FRx, Crystal Reports, AS/400 environments, FAS, The Complete Package (NAIC preparation software), and McKesson Supply Management. This individual is a Certified Public Accountant (CPA).

While working in a nursing home, responsibilities included reporting consolidated financials to the corporate office, preparing annual operating and capital budgets, as well as managing a team of 5 direct and 10 indirect reports. Overseeing all traditional accounting functions and assuming overall responsibility for annual audit, completion of cost reports, and treasury management comprised other contributions.

Other tasks covered financial reporting including both GAAP and STAT, annual audit for all companies, Medical Expense Fund reconciliation process, all traditional accounting functions, and oversight of contracted actuarial functions. Support was provided through overseeing insurance coverage for all companies including reinsurance for a health plan, treasury function, establishing a 401k, participating in benefit design and overseeing the analytic function.

Would a detail-oriented clinical research financial manager who worked in health centers and orthopedic consultants fit in your organization? Educational attainment is composed of Associates of Science degree in Information Technology and Bachelor of Science degree in Computer Science. Professional certifications consist of Nursing Assistant Certification and Diploma, Phlebotomy Certification, Fully Credentialed Clinical Research Coordinator and Certified Clinical Research Professional (CCRP) certifications. Computer skills include Oracle, Microsoft Windows Client/Server applications and Meditech.

Some accomplishments included coordinating and overseeing the financial and contract management of clinical trials. While employed in a health center as a clinical research financial manager, has institutional responsibility for budgeting, revenue collection, and cash flow management for industry sponsored and non-industry sponsored clinical trials accounts. This specialist worked in conjunction with General Counsel/CFO/Global Director of Research/PI to negotiate Clinical Trial Agreements (CTA) and sub-site agreements. Also, has managed the financial administrative functions (including appropriate reimbursement) of complex trial arrangements with participating off-site hospitals, clinics, and medical practices (i.e. subsites) that are responsible for subject accrual and accrual/follow-up.

Shared expertise by utilizing multiple electronic data systems to access research forms and keeping all applicable patient reporting and tracking functions current, including but not limited to Medidata Rave and Oracle based systems. Working with orthopedic consultants as a research director/study coordinator, has provided leadership and oversight for all clinical trials and the department’s clinical research coordinators and data managers. In addition, has acted as primary liaison between the principal and sub-investigators as well as sponsor representatives.