Below are the 5 Controllers & 5 CFO's with Oracle & other systems experience. The Thor Group® provides CFO/controller to help your team streamline their process, become more efficient and identify areas for the company to improve ROI on a consulting, contracting or direct hire basis.

Does a controller who is experienced in manufacturing, accounting and financial services industries, as well as knowledgeable in Oracle pique your interest? Technical knowledge includes Oracle and QuickBooks. Areas of expertise include inventory and Cost accounting functions. Educational background includes Master’s of Business Administration and Bachelor of Science (Accounting). This individual obtained Certified Management Accountant (CMA) status.

Major responsibilities of this controller included serving as functional team leader for Oracle ERP Suite upgrade from v.11.0.3 to 12.0.4 and reorganizing the department to handle reduction in staffing levels. Key roles covered working as a procedure writer and monitoring the company’s first export management program. This individual handled the company’s export management system, supervised the staffs ranging in size from two to four people, maintaining and reconciling detailed job Cost records, as well as analyzing and updating the overhead rates. Running Oracle Cost updates, reviewing bills of material and routings, as well as reconciling the inventory were positive experiences brought to the business table. Managing all banking and CPA relationships, investments, risk management, collections, commissions and external reporting was included in the list of duties. Days sales outstanding was reduced from 50 to 41 days.

The job covered preparing all financial statements, preparing monthly ratio analyses, graphical presentations, and variance analyses, in addition to creating in Excel a model for five-year strategic growth plan. Aside from preparing due diligence workpapers for private equity buyout, work was done with the broker to prepare quality of earnings analyses for private equity buyout.

How can your organization gain an advantage with the help of a controller with work background in a community hospital and medical centers, as well as skilled in Oracle, CPSI, Lawson and MS Dynamics GP? Technical skills cover Oracle, CPSI, Lawson, ADP, Ceridian and MS Dynamics GP. Educational attainment includes Bachelor of Science in Business Administration and Bachelor of Arts in Economics.

While working for a medical center, main functions of this controller were composed of overseeing the accounting and reporting operations of a 550 physician multi-specialty hospital based practice, as well as reporting to the CFO. This individual was responsible for management of ledger, preparation of monthly, quarterly and year-end financial statements, fixed asset accounting, reconcilement of inter-company/affiliate accounts and supervision of the staff. Aside from managing the annual audit and tax reporting, the CCH Workpaper Manager Software was implemented to document the monthly close. Other roles covered handling the Great Plains financial system, revamping the closing schedule, shortening from 9 days to 4 days, in addition to adjusting contractual allowances and patient accounts receivable to trailing average collection rate (per physician) monthly. Business partner relationships were established with the practices. Working with the department staff was done to develop matched collection rates for each provider; denial and controllable loss rates were analyzed.

One of the notable tasks in another job included implementing the new Oracle ERP System and Allscripts EMR System. The accounting, budgeting, and reimbursement functions was overseen. Handling ledger, payroll, preparing monthly, quarterly and year-end financial statements, fixed asset accounting, reconciling of inter-company/affiliate accounts, as well as hiring/supervising of staff were accomplished.

Could the future success of your organization be helped by this controller who worked in IT services, manufacturing and aerospace industries? Technical competency involves Oracle and MFG/PRO. Core competencies include financial planning and analysis, budgeting, Cash flow management, general/Cost accounting and management reporting. Educational background includes MBA (Finance) and BSBA (Dual Major, Finance and Accounting).

Important contributions of this controller included managing all financial functions, overseeing the annual budgeting process, long range planning, quarterly forecast, working capital management, monthly, quarterly and annual financial closing, a well as reporting to corporate offices, annual external audit. Processes were managed for multiple business units within the region, partnering with business unit and senior management. The job entailed conducting analysis of results versus budget and forecast, manufacturing controlling, Cost accounting, new investment ROI and tax issues. Tasks covered structuring the department and processes to correct issues resulting from lack of financial leadership in the past including restructure of costing system and inventory valuation, reconciliation of fixed asset system and enhancing the use of Oracle ERP System and business growth from $75M to $600M.

This specialist implemented required accounting controls, financial measurements, KPIs, Cash disbursements, inventory turns and receivable days. Executing processes and procedures including program accounting and revenue recognition procedures required upon entering the software and services market were skills brought to the table. Functions involved serving as financial lead for “carve out of plastic card” product line with the intent of sale as well as participating in the sale process and presentations to potential buyers. The re-installation of Oracle ERP was overseeing, along with subsequent upgrades and MFG/PRO installation after the merger.

What can a controller with work background in media, retail and manufacturing industries bring to your organization? Technical specializations involve Oracle, SAP and Hyperion Essbase. Aside from having years of experience in management, accounting, and finance, key skills involve implementing Oracle ERP accounting system and applying experienced in SAP. Educational attainment includes Master’s of Business Administration and Bachelor of Science (major in Accounting, minor in Business Administration).

Working with areas such as monthly financial statement and general ledger preparation for multiple entities including foreign accounting for UK entity in 6 currencies was one of the responsibilities of this controller. This individual successfully led Oracle G/L implementation, decreased monthly close by 2 days, established internal controls and decreased past due AR by 62%. Accomplishments involved negotiating 45% reduction in Credit card processing fees resulting in over $1MM annual savings and ensuring SOX compliance. Duties covered supervising receivables, payables, and treasury functions, in addition to working in cross functional teams to further integrate Oracle systems. Aside from managing the staff of 4.5 FTE’s, treasury accounts were managed over multiple currencies.

Functions in another job involved preparing financial reports for multiple entities including field service, capital equipment installations, and distribution, in addition to managing finance, human resources, risk management, IT, treasury, fleet management, office management, facilities management, and strategic forecasting. The job covered implementing numerous Cost controls resulting in significant increase in net Profits. Contracts were negotiated with vendors including deeper Discount structures and payment terms were improved. Tasks involved implementing the job Cost system, negotiating benefits contracts for health, dental, life insurance, and 401K.

Could your organization use a controller who is experienced in legal, consumer goods and banking industries, as well as proficient in Oracle Financial, Oracle Discoverer, Oracle Project Accounting and Oracle ADI? Technical proficiencies cover Oracle Financial, Oracle Discoverer, Oracle Project Accounting, Oracle ADI, SAP and Lawson. Areas of expertise include finance and operational management. Educational background includes Bachelor of Science, concentration in Accounting.

Some impact contributions of this controller included managing the financial statements including: budget and variance reports, revenue and expense forecasting, profitability analysis. This individual managed the company group, accounts payable, accounts receivable, collections, inventory, general accounting, fixed assets, and payroll. Driving the budget, forecasting projections, streamlining processes, optimizing financial systems and helping build the reporting infrastructure were some of the key roles. Aside from building the US infrastructure in Order to go public in the US, profitability reporting was done by sales, product, location and customer margin analysis. Inventory Cost trend analysis was completed, along with driving process improvement and operational efficiency across all areas of US. Sarbanes-Oxley 404 was implemented in the US. The overall responsibility for the company’s general ledger & all implementation in Oracle ERP were carried out.

Skills brought to the table involved developing and documenting business processes and accounting policies to maintain and strengthen internal controls. Functions covered handling the analysis of technical accounting and financial reporting issues related to IFRS, in addition to ensuring that accounting policies/ procedures were maintained and the adequate accounting controls were followed. The job consisted of managing and mentoring the accounting department staff, as well as preparing periodic Performance reviews.

Could your organization use a chief financial officer who is experienced in government, food and retail industries, as well as proficient in Oracle, SAP, Hyperion, PeopleSoft and JD Edwards? Technical proficiencies cover Oracle, SAP, Hyperion, PeopleSoft and JD Edwards. Educational background includes B.S. in Accounting.

Some impact contributions of this chief financial officer included managing finance, forecasting and budget, accounting, information systems, procurement and contracts, real estate, store design and construction. This individual directed the organization’s successful implementation of Oracle ERP system and assisted in its $18 Million POS upgrade and Order portal system implementation. Key roles involved reorganizing real estate department and implementing the new leasing administration system for 604 retail stores and 3 distribution centers. The market study was initiated to develop a plan to optimize the store portfolio and distribution network. The executive team was assisted in developing and opening three new prototype retail stores. The company has since upgraded 75 plus locations during the past five years. The majority of upgraded stores have realized 25-30% incremental sales growth.

One of the skills brought to the table involved directing a comprehensive Cost and Price analysis of all products to establish retail and promotional pricing strategies. Efforts resulted in proposed changes to the markup model and value pricing in all product categories. Store operations and logistics were assisted in developing and implementing initiatives to reduce inventory investment ($90 Million) and operating Costs in stores ($8 Million) were reduced.

Would a chief financial officer with familiarity in IT services, technology and communications industries, as well as skilled in Oracle help your organization achieve greater success? Technical specializations cover Oracle, Paylocity and Cloud10. Educational attainment includes Juris Doctorate degree (emphasis in Corporate and Tax Law) and Bachelor of Science in Accounting (Cum Laude).

Making a positive difference with delivering managed services functional and technical, disaster recovery, IT outsourcing, software development and licensing, as well as focusing on Oracle ERP platforms including an infrastructure in a roll up play sponsored by private equity were some of the key focuses of this chief financial officer. Responsibilities covered managing financial, FP&A, legal, M&A, treasury, tax (international, domestic, state and local), and HR functions including GAAP reporting, budgeting, forecasting, and Debt compliance. Due diligence, synergy, and contract analysis were performed on multiple acquisitions in mid-sized enterprise integrator space including software companies, disaster recovery, consulting, and monthly recurring revenue firms in asset and stock transactions increasing revenues from $38M to $80M.

Notable tasks included implementing a new ERP system consolidating three disparate financial reporting systems including design, implementation, data migration, go-live and report redesign to produce proper revenue reporting and enabling operating metric/KPI reporting. This individual consolidated multiple payroll systems to a single cloud-based system (Paylocity) and implemented 13-week Cash flow projection, Credit and collections, customer dunning process, vendor negotiations, and customer dispute resolutions including mediation, arbitration and court actions. Raising equity and Debt capital in the form of founder rollovers, equipment lease financing, accounts receivable asset based-lending with private equity sponsor backed letter of Credit was efficiently carried out.

Could your organization use a chief financial officer who is experienced in telecommunications and airline industries, as well as proficient in Oracle? Technical proficiency covers Oracle. Educational attainment includes Master’s in Business Administration and Bachelor of Business & Economics (Finance major).

One of the primary tasks of this chief financial officer included keeping a motivated and demanding workplace. The board of directors was advised in strategy and investment decisions. Proposing and executing Debt-equity strategy, including loan negotiations were also handled. Key roles covered evaluating and approving all investments or initiatives from a financial perspective, fiscal strategy definition, implementation and internal control department creation. Credit and collections department revamp was carried out. Achievement involved reducing annual interest expenses by US$5.5M over the first year (almost 40% reduction in rates), by restructuring/ renegotiating Debt and implementing a fiscal strategy, generating significant tax improvements. Successfully creating an internal control department was part of the job, going from one of the operations with the lowest levels of control to one of the highest positions within the company. Oracle ERP implementation was completed to replace the outdated accounting system.

Contributions in another job involved supply chain reengineering and ensuring compliance with anti-Money laundering, know your customer and all regulations that need to be covered by the mobile financial services business. This individual redefined and implemented a balance sheet reconciliation process and controls, generating accounting adjustments for over US$25M. A Cost consciousness culture was led, generating over US$12M in non-commercial savings. Taking the operation to the number one position within the company on internal control assessments was accomplished.

What can a chief financial officer with work background in security services, insurance and business services industries, as well as specialization in Oracle bring to your organization? Technical specialization involves Oracle, Sage and Qlik. Educational background includes Bachelor of Science in Economics & Finance.

Working with areas such as budgeting, forecasting, accounting, and strategic planning were some of the skills brought to the table by this chief financial officer. Efforts exerted led to a promotion to lead the improvement in the region. Duties covered identifying areas for improvement, replacing country presidents or controllers, defining sales & operations strategies, and formulating budgets. Developing and implementing robust key Performance indicators (KPIs) aimed at growth, profitability, return on invested capital (ROIC), working capital, and customer retention, as well as team Member engagement and career advancement initiatives were some of the tasks. This individual replaced a proposed accounting system with Oracle ERP Financials; return on investment (ROI) was realized within 3 years. One of the achievements consisted of adding $3+ Million annually to the bottom line by reducing customer attrition to 12% from 18% after executing a Six Sigma project to identify root cause and areas for improvement.

Responsibilities consisted of directing IT, supply chain and human resource operations, in addition to overseeing a $40 Million joint venture. Monthly operations reviews were conducted with each country in partnership with the CEO and regional human resource leaders. Quarterly deep analyses were performed to gauge progress and implement change as needed. Tasks involved completing the loss assessment and submitting the data to the carrier within 3 months.

Could the future success of your organization be helped by this chief financial officer who worked in manufacturing, energy and Marketing industries, as well as proficient in Oracle? Technical competency involves Oracle and GE Financial Systems. Areas of expertise include audit, restructuring, integration, ERP implementation, Six Sigma, financing, long range planning, transfer pricing and risk management. Educational attainment includes Master of Business Administration (Finance) and Bachelor of Business Administration (Finance). This individual obtained a certification as Six Sigma Green Belt.

Important contributions of this chief financial officer included establishing the structure and processes for an aviation business that was merged with a global acquisition, as well as entailing the building staff and implementing financial systems or processes. Two European acquisitions were subsequently consolidated. Tasks covered implementing an Oracle ERP to support reporting challenges and complexity (largest integrated system) and supporting over 70 management entities covering approximately 35 legal entities. Aside from simplifying the business into a transactional and contractual model to support enhanced customer service, increase sales, and drive operating efficiencies and transparency, the mobile power business was integrated. The business grew 3 times in sales and 3.5X in operating profit with 3 GMs were served.

Key roles in other jobs involved managing the easy transition to a PE management structure, effectively navigating the great recession and managing multiple amendments, refinancing and a recapitalization. The transition from a portfolio holding company approach to product segments was facilitated. The business unit integration was initiated. Work was done with the operating teams to achieve financial and operational goals, deliver high quality controllership, and transparency.