Below are the 4 Finance Managers and 4 Assistant Controllers with Epicor & other systems experience. The Thor Group® provides these and other accounting / financial professionals with Epicor & other systems experience on a consulting, contracting or direct hire basis.

What opportunities can having a finance manager/controller who has experience in manufacturing, professional services and biotechnology industries give your organization? Computer background covers using Epicor Vantage, Hyperion and AS/400. Education includes B.A. Accounting-and M.B.A. (International Finance).

This finance manager/controller was responsible for managing the accounting department of a manufacturing plant, in particular, managing the finance department with 3 direct reports. Aside from taking care of plant financial reporting, monthly forecast and annual budget, the job required directing cost accounting function which included setting standard cost, cost of sales and inventory costing. The profitability of job costing was identified, and the capital expenditure spending was controlled. Part of the job was coordinating with internal and external auditors including government agencies. The individual led the accounting system conversion to Epicor Vantage integrated manufacturing system and served as management team member for attainment of ISO9000 and QS9001. Besides functioning as leader of the internal audit team, the professional also acted as interim acting financial director stationed in Asia for 3 months.

In another job, responsibilities were managing the finance and operations of the company. By setting up a startup company from scrap, the individual identified $30,000 in cost savings in county personal property tax. Achievements included re-negotiating a lease terms in annual saving of $50,000. The job called for handling day-to-day accounting and month end financial, as well as managing banking activities and regulatory reporting.

Can hiring a finance manager who served retail and technology industries have a positive impact on your organization? Software knowledge consists of Epicor Vantage, Host Analytics, Great Plains, SaaS Financial Forecasting, and Crystal Reports. The individual graduated with Bachelor of Science, major in Accounting.

This manager of financial planning/ analysis developed new store, occupancy, capital, and balance sheet models in Host Analytics, a SaaS financial planning, consolidation and reporting tool. Part of the job was also developing both annual budgets as well as 5-year plans. The job required working closely with members of accounting and operations to develop detailed store and account level forecasts by period for both annual budget and 5-year plan, as well as leading capital planning and forecasting effort. Other tasks were developing and executing capital or depreciation models annual capital of 60M+.

Main concerns in another job were the financial management and supervision of two employees, for a privately held, $10 million high-performance, technical computing manufacturer. The individual served as team lead for research, selection, and implementation of a new Enterprise Resource System (Epicor Vantage). The professional also led a four-month implementation effort, defining and customizing system needs, staff training, data conversion and change-over to new system with no disruptions to the manufacturing process by managing the employee hiring process, to include professional development and training.

What advantages can recruiting a director of finance /finance manager who worked in chemicals industry offer your organization? Computer specialization involves using Epicor, Crystal Reports, Hyperion, AFR and Lotus Notes. This Certified Public Accountant (CPA) graduated with BS Accounting and MBA (graduated with honors, concentration in Marketing).

A job as director of finance called for managing major projects working with project teams and key stakeholders. Other tasks were drafting and distributing project objectives along with mitigating risk by identifying, escalating and resolving issues. All financial activities (financial statements, budget/ planning, working capital, cash flow, and variance analysis) were also managed. Part of the job was acting as project leader for 3+ years implementing Epicor (ERP) system across organization including accounting, sales, purchasing, shipping, warehousing, manufacturing, and MRP modules. Accomplishments included three successful implementations on time, within budget due to careful project planning, resource allocation across multiple sites, tracking key milestones and metrics.

The individual also served as leadership team member for organization and for development of strategic 5-year business plans. Focus was on growth, profitability, and raising awareness throughout the organization (5-year CAGR of 19%). Standard cost system and annual budget process were developed and implemented, which improved metrics. Capital project management (including projections, discounted cash flow, and payback period) were done. The job required performing various analyses for product rationalization (reducing 5% SKU’s), buy versus make, profit streams, and inventory aging reserve.

Does employing a finance manager who has background in software and manufacturing industries meet your organization’s requirements? Technical knowledge consists of using Epicor, SAP, Oracle, PeopleSoft, Essbase, Smartview, Hyperion, FRX and Synoptix, and QAD. The professional finished Bachelor of Science in Business Administration and Master of Science in Finance.

Part of this finance manager’s job was leading the budgeting, forecasting and analysis for the $1 billion global support and maintenance revenue division. The job required engaging in the operational activities of ensuring invoicing was on time, validating that revenue recognition was in accordance with GAAP, verifying status of cash collections for forecasting and building very complex models to ensure all financial activities were consolidated and reported. The individual led project to accumulate actual and deferred revenue information from multiple systems with multiple key contacts as well as validated the data integrity. This encompassed accumulating data from over 100 sources as well as creating a repeatable process for monthly revenue and cost of goods forecasting.

While working for a manufacturing company, duties were managing and producing the annual budget, monthly, weekly and 5-year forecasts as well as monthly financial packages for board, executive management and bank review. Accomplishments included taking annual planning process from a 5-month process down to 6-week process and taking process from a top down to a bottom up, collaborative process. The job called for implementing a new financial reporting system which led internal training sessions and ensured power users were established for future training. Assistance was given with implementation of Epicor ERP system and upgrade to another ERP system.

Can hiring an assistant controller who worked in the manufacturing, professional services and telecommunications industries have a positive impact on your organization? Software knowledge covers Epicor, Sage ACCPAC and Sage MAS 90. This Certified Public Accountant (CPA) graduated with Bachelor of Science-Business (major in Accountancy) and Master in Business Administration (major in Finance).

Working in a manufacturing firm, this assistant controller oversaw the day to day accounting functions including accounts receivable & accounts payable. Responsibilities were financial management of $1.9M worth of inventory by developing all unit costing. Aside from being in charge of the month end close of the company’s books, the individual handled assembling international consolidated financial statements for management, as well as worked with the CFO or controller in developing the company’s annual budget. Apart from managing a staff of 5 employees, the job required overseeing the annual financial and 401k audits, along with performing various ad hoc reporting functions for sales management to use in developing sales strategies. Systems used were ACCPAC and Epicor 9.

Another job required overseeing the day to day accounting functions, particularly managing inventory worth over $17M and overseeing Cost Accounting Function. The individual was in charge of month end close of both the domestic and foreign entity. Monthly consolidated financial statements were prepared. Apart from preparing updated financial forecasts, other tasks were taking care of annual financial budget process and overseeing the annual corporate audit. The job called for being involved in the ERP migration of Epicor 7 to Epicor 9.

What advantages can having an assistant controller from manufacturing, banking and restaurant industries give your organization? Computer background consists of Epicor Vantage, Macola, MS Dynamics Great Plains, Tax Preparation Software (TPS) and WAWF government website. The professional finished Bachelors in Economics (concentrations in accounting, taxation), and is pursuing Masters in Accounting.

In a manufacturing company, this controller assistant worked in a 2-person accounting department with wide scope of accountability: General Ledger, Accounts Payable (AP), Accounts Receivable (AR), collections, payroll checks (signing/distribution), AP research/audits, AR file maintenance, letters of credit, documentation for domestic/international shipping, and vendor database/ accounts/inquiries. Assistance was provided with yearly physical inventory. Besides researching and calculating sales & use tax and applicable rates for a region, other concerns were filing NC DOR quarterly taxes for divisions, along with issuing and collecting tax exemption certificates. Another duty was preparing sales/activity reports for 2 divisions and a variety of real estate investments. Monthly/yearly reporting and audit assistance were provided. The individual also functioned as advisor to purchasing on tax questions.

Achievements included suggesting purchasing manager request discounts from vendors, capturing $3000 in savings in first week. The job called for using research skills and a sharp eye for trouble to discover and/or resolve impending problems, such as sales tax overcharge on an equipment purchase (capturing over $6000 in tax savings). Expertise was in Wide Area Workflow (WAWF), a secure government website for submittal of contractor documentation was applied. This individual slashed submittal times and eliminated late penalties. Assistance was given in setting up and transition of company technology into a new ERP system (Epicor Vantage).

Does employing an assistant controller with experience in chemical, technology and manufacturing industries match your organization’s requirements? Technical skills include use of Epicor, SAP, BPCS, Fourth Shift, FAS Asset Accounting Client, Hyperion, Gelco, & Concur. Aside from graduating with Bachelors of Business Administration, the individual is pursuing Certified Management Accountant (CMA) and Certified Financial Manager (CFM) status.

Duties of this assistant controller involved expense management/ financial analysis/ reporting, particularly explanation of monthly variable costs analysis of utilities, freight, and raw material for the monthly results package and other custom analysis. Tasks involved providing variable costs information to the budget process as well as product costs with standard gross margin information to the production management. Apart from explaining monthly variances to budget & forecast (i.e. inventory, PPV, freight, AP Days, utility, and sales), another concern was producing weekly sales & gross margin variance to forecast and budget with new product group detail.

As part of implementation & compliance, the individual was part of team of one chart of accounts, one SAP and one Epicor on a global scale. Other systems used were Concur, AMEX and Corporate Card. Part of the job was implementing procedure for proper reporting and appropriate withholding for sales team imputed income. Research was done on all new accounting and reporting guidelines issued by authoritative sources and determined if new pronouncements impacted company policies and procedures. Key responsibilities were financial audits, acquisition revaluations, and internal controls implementation.

Is recruiting an assistant controller who served manufacturing, professional services and transportation industries a good move for your organization? System skills cover Epicor Vantage, QuickBooks, JD Edwards, Lotus Smart Suite, Lawson, and BNA fixed asset software. Educational background consists of BS in Business Administration/Accounting and Masters in Business Administration.

As an assistant controller for a manufacturing company, responsibilities involved producing and analyzing monthly financial statements. Burden rates were analyzed by reviewing absorption hours on a per job basis. Aside from monitoring daily cash needs and weekly cash flow report, other duties included managing payroll, accounts payable and general accounting functions. Apart from establishing physical inventory procedures, the job called for implementing changes in the accounts payable department, which led to business process improvements and cost savings. The individual was key member in preparing for implementation of a fully integrated ERP system, Epicor. Balance sheet was reviewed and reconciled. Another function was preparing year-end and interim audit work, ensuring Sarbanes-Oxley compliance.

Another job called for acting as interim assistant controller for a start-up research company. Besides working on month end close, other tasks were performing balance sheet account reconciliations, as well as using Excel 2007 to produce daily sales and credit card funding reports. Other tasks were tracking and reporting on sales by unit type for inventory purposes. All accounts payable were inputted and checks were run using QuickBooks.