Below are the 5 Assistant Controllers, 4 Controllers & 4 CFO’s with Peachtree / Sage 50 and various other systems experience. The Thor Group® provides Assistant Controllers, Controllers & CFO’s on a consulting, contracting, interim or direct hire basis.

Does an assistant controller who is skilled in Peachtree/Sage 50 and Sage 300 ERP (ACCPAC), with work background in utility services, gaming and manufacturing industries pique your interest? Technical knowledge includes Peachtree/Sage 50, QuickBooks, Abila, AccountEdge (MYOB), Drake Tax, TAASC Force, Computime, CCH, AS/400, ADP, Fourth Shift and Foundations. Educational background includes BS, Finance and BS, Accounting. This individual is a Certified Public Accountant.

Primary functions of this assistant controller included managing location accounting and office staff, along with applying expertise in utility easement maintenance. This specialist was responsible for financial statement preparation and reconciliations. Tasks involved preparing tax returns and resolving tax issues using Peachtree/Sage 50. Aside from performing job cost analysis, construction contract billings were prepared.

The job covered developing the company from under 40 to over 80 with much emphasis placed on reporting to financial institutions in the form of financial statements, global debt and other reports prepared. Key roles involved preparing financial statements, maintaining general ledgers, reconciling bank and other accounts, in addition to analyzing cost behaviors. Duties included monitoring and managing all aspects of banking activity and becoming the primary contact for the financial institutions. Daily cash and periodic global debt reporting were developed. Another task included performing payroll processing, supervising the payroll staff and payroll tax reporting. Managing accounts payable, training the staff and developing schedule of payments to eliminate late fees were also completed. Preparing sales, use and excise tax returns, along with representing the company in audits were also completed.

Can hiring an assistant controller who has work background in a general hospital and health systems have a positive impact on your organization? Computer knowledge is in Peachtree/Sage 50, QuickBooks and Business Objects. Educational background includes MBA (Accounting/Finance, graduated with honors), as well as BBA in Accounting.

In a health system, duties revolved around budget preparation. Monthly meetings were conducted with directors to educate on expenses & overall departmental reviews. This assistant controller worked in conjunction with growth officer to prepare capital proformas. The job required taking lead with HR to report facility productivity. Executive team guidance was provided on hiring impact.

Functions in another job involved doing financial analysis of balance sheet accounts for multiple institutions, as well as allocating expenses/revenues throughout facilities/ departments such as salaries and benefits. Along with clearing income statement accounts, preparations were done for reconciliation reports for month-end and research discrepancies. Training was conducted for staff accountants in general ledger for month-end to achieve accurate monthly reporting. Assistance was provided for department managers in budget development and planning.

What can an assistant comptroller with specialization in Peachtree/Sage 50 and NetSuite, as well as experience in government, technology and non-profit industries do for your organization? Technical competencies consist of Peachtree/Sage 50 and NetSuite. Educational background includes BS Accounting and this individual is a Certified Public Accountant.

Key roles of this assistant comptroller were composed of managing the finance department, general accounting, accounts payable, accounts receivable, purchasing, treasury and payroll functions, as well as managing a team of 14 reporting to the assistant comptroller and five CPAs. Duties involved building a finance team from 2 employees to 14 during a three-year period and transitioning/reorganizing the finance department with multiple contractors during startup phase to lean staff of organic employees. Other tasks covered managing each monthly/annual close with tight deadlines for reporting to board of directors and financial auditors, in addition to overseeing the implementation of the museum ticketing system along with the point of sale system for the museum gift shop which included new NetSuite module implementations for both inventory and revenue recognition.

Other tasks covered leading the paperless initiative to ensure all documents were digitized and uploading to support each transaction in NetSuite with the exception of fully integrated digital files. One of the responsibilities was comprised of driving the implementation of approving bills in NetSuite instead of email requests for approval. Achieving 90% internal approvals and saving time daily in sending emails, attaching email approvals and following up with 2nd and third requests via email were some of the contributions. This individual was involved in training/coaching each new department head to learn the accounting/budgeting process from approving bills to reviewing/analyzing monthly financial statements.

How can an assistant controller who is knowledgeable in Peachtree/Sage 50 and MS Dynamics Great Plains with background working in financial services and energy industries fit within your organization? Technical specialties cover Peachtree/Sage 50, MS Dynamics Great Plains, QuickBooks, ADP, Access, Kronos, FAS, UltiPro and Essbase. Educational attainment includes Bachelor’s Degree in Business Administration with Emphasis in Accounting, Associate’s Degree in Business Administration with Emphasis in Accounting and a Diploma Program in Medical Office Assistance.

One of the duties of this assistant controller covered working online for many different corporations across the United States. These companies are CPA firms, skilled nursing facilities, online businesses and many other companies. Functions included preparing financial statements, reconciling intercompany accounts, ending journal entries, individual and corporate tax returns, calculating commissions, calculating multistate payroll, payroll reports and preparing accounts to be audited. Programs used were QuickBooks online and desktop, Peachtree/Sage 50, Insightly, Egnyte, Access, LTC, Microsoft Dynamics Great Plains, ADP, Google Docs, Google Sheets and Dropbox.

This specialist prepared financial statements, ended journal entries, corporate and individual tax returns, accounts payable, accounts receivable, prepared contacts, prepared leases, prepared multi-state payroll and payroll reports. This was in addition to preparing W-2s for over 1,000 employees, preparing 1099s as well as corporate and individual tax returns. Key roles consisted of organizing and overseeing annual audits of 401k, financial statements and workers’ compensation. Other tasks involved preparing bank reconciliations, account reconciliations, and preparing accounts to be audited. The job involved working with the human resources department with health insurance, life insurance, 401K and payroll deductions. Programs used consisted of Access, Peachtree/Sage 50, QuickBooks, Easy Accounting, Drake and Information Return System.

Does your organization require the expertise of an assistant controller who is adept in Peachtree/Sage 50 and MS Dynamics Great Plains, with work background in the oil industry? Technical knowledge involves Peachtree/Sage 50, MS Dynamics Great Plains, Pivot Tables, Vlookup, Macro Creation/Editing and OneNote. Educational attainment includes MBA with specialization in Finance, Bachelor of General Studies and Associate of Applied Science in Accounting.

Important contributions of this assistant controller included managing reconciliations and providing variance analysis of general ledger accounts, inventory and 8 bank accounts, as well as performing adjusting and standard journal entries. Key roles were comprised of creating and maintaining the company’s chart of accounts utilizing Peachtree/Sage 50 Accounting Software. In addition, this individual analyzed tax issues and prepared monthly required state business tax, reporting petroleum business tax, sales tax and various other tax returns as needed. Establishing and documenting controls and procedures for the management of payable and receivable transactions within the company were also efficiently handled. Payroll data and benefit accrual were validated for seasonal, full time and salary employees.

Functions involved training, mentoring and managing the workflow for 14 customer service representative/accounts receivable clerks and accounts payable clerk. Skills brought to the table covered establishing and reviewing the standard cost of both service and retail operations of the business through cost analysis and gross margin reviews to determine if the company was maintaining the established ROI and benchmarks. Sales were forecasted to determine required inventory levels and to determine the best hedging strategy to minimize risk of cost inflation and supply shortages.

Does a controller/office manager who is skilled in Peachtree/Sage 50, as well as work background in the manufacturing industry pique your interest? Technical knowledge includes Peachtree/Sage 50 and QuickBooks Pro. Educational background includes Bachelor of Arts in Elementary Education and Associate of Arts in General Studies (cum laude).

Primary functions of this controller/office manager included managing multi-companies with average combined yearly total sales of $19.5 million, calculating/ preparing weekly payroll/certified payroll and allocation to projects. This specialist led the office personnel and office operations, including the accounting system. Responsibilities consisted of preparing and finalizing the financial statements, general ledger, A/R & A/P. Firm taxes were analyzed, including all federal/state payroll taxes and IFTA reports. Overseeing human resources, 401k plan as well as health & life insurance plan was also handled for the company. All banking, investment, and insurance activities for the business were efficiently administered. Performing and training in Peachtree/Sage 50 and QuickBooks Pro software were skills brought to the table.

Another job covered managing the office personnel of a screw machine and machine parts manufacturer. Key roles involved preparing and finalizing the financial statements, general ledger and payroll. All scheduling of orders was overseen through the use of tools software. All banking activities, including deposits and withdrawals were reconciled. Customer relations and hiring were efficiently managed. Tasks included leading the setup of the office computer system for input of customer, vendor, and financial data, along with maintaining all billing activities, generating of all invoices and tracking outstanding invoices. Assistance was provided with the purchase of materials and tools for the company.

What can your organization gain with the help of a controller who is proficient in Peachtree/Sage 50 with experience in wholesale, cargo services and business services industries? Technical skills cover Peachtree/Sage 50, Oracle, Dash, Micros POS, Dash, GL Wands, and Opera PMS. Educational attainment includes BA in Accounting and Management. This Project Management Professional (PMP) garnered a Lean Six Sigma Yellow Belt Certification.

Main duties of this controller consisted of preparing, reviewing and maintaining monthly or YTD operating budget, forecast and actual results by departments as well as end of month financial statements as GAAP. The job involved serving as G/L reconciliations (BS, P&L), risk management and construction project manager for villas, estates and property complex (construction cost of 30 million). Collaborating and participating in construction, operating, and external IT contracts reviews were also completed. Implementing and maintaining financial/ accounting systems, processes and controls between POS, PMS, perpetual inventories systems and accounting applications were completed. Peachtree/Sage 50, Oracle and Dash reporting tool were used.

Notable tasks also included preparing and timely filing of all local/ federal tax, states sales tax and local tax returns. Key roles involved filling OSHA periodic incident report and managing the communication for safety environment in works areas. Monitoring the month-end close process, constantly reviewing procedures while eliminating inefficiencies were also completed. The company was represented to banks, financial partners, governmental institutions, external auditors, vendors and supplier’s officials. Outsourced functions contracted were managed and customer satisfaction was assured in real estate and hotel operations. Skills brought to the table covered accounting, reconciling and making intercompany journals entry transactions for three related corporations.

Could the future success of your organization be helped by this controller who is adept in Peachtree/Sage 50 with work background in construction and manufacturing industries? Technical competencies involve Peachtree/Sage 50, Epicor’s Vista and Vlookup. Educational background includes Bachelor’s degree in Accounting and Master’s in Accounting & Information Systems, as well as a course on Strategic Planning.

Responsibilities of this controller included managing various accounting functions following company policy and procedures, as well as preparing reports or studies to assess the profitability of in-progress and completed construction projects. One of the duties consisted of working with Peachtree/Sage 50 and MS Office applications. The job entailed streamlining the time to prepare the General Ledger payroll entry in half, eliminating unnecessary reports.

Skills brought to the table involved cash management and forecasting. Key roles involved managing timekeeping and payroll, in addition to managing the accounts payable and receivable functions, following company policy/ procedures. Preparing, reviewing and explaining quarterly/ annual financial statements with stakeholders and tax accountant were part of the assigned tasks. Production volume trends were tracked, and advice was provided on the potential action. Reports and studies that were part of the effort to review the annual pricing with customers were prepared. Microsoft Access was used to create shipment file/mapped fields in order to import into Peachtree/Sage 50, streamlining the invoicing task. This individual worked with Peachtree/Sage 50, Microsoft Excel, Word and Access. Lookup formulas and Pivot Tables were created plus other spreadsheet functions.

How can an accounting manager/controller with specialization in Peachtree/Sage 50 and MS Dynamics as well as background working in international racing, auto fleet leasing and auto auction industries fit within your organization? Technical specializations involve Peachtree/Sage 50, QuickBooks, Microsoft Dynamics (SL, AX), and Lotus Notes. Educational attainment includes Bachelor of Science in Accounting, QuickBooks Pro and Excel Advanced Pivot Tables.

One of the key roles of this accounting manager/controller covered establishing accounting procedures for the first time in the company’s history. The position involved banking/finance duties along with general accounting responsibilities. This specialist was in-charge of all full-cycle accounting through completion of financial statements. Banking relationships with 12 banks in financing $30M in loans were also managed. Part of the responsibilities involved directly supervising one accounting team staff member. Knowledge of Peachtree/Sage 50 and ALS (leasing software) was applied. Achievements consisted of taking over the financial duties from the previous accounting manager/controller. In particular, a detailed workflow instruction was created in order to document and keep track of all financial responsibilities/ deadlines.

The job included creating the original accounting chart of accounts in QuickBooks, accounting policies/ procedures, financial statements and banking relationships for a startup business. Tasks involved being in-charge of all full-cycle accounting through completion of financial statements, cash management/treasury, fixed assets ($2M), inventory ($500k), journal entries, reconciliations and variance analysis. Functions consisted of overseeing buyer and seller transactions ($5M weekly) using the “Auction Master” software, directly supervising one accounting clerk and overseeing three receivable/payable staff.

Does a chief financial officer who is knowledgeable in Peachtree/Sage 50, Sage MAS 90 and Sage MAS 200 with experience in wholesale distribution, manufacturing and technology industries pique your interest? Technical knowledge includes Peachtree/Sage 50, Sage MAS 90, Sage MAS 200, Sage Business Intelligence, Sage Visual Integrator, Business Works, Intuit QuickBooks, SAP, Crystal Reports and FRx. Educational background includes BS in Business Administration, Minor in Computer Science. This specialist is a Certified Public Accountant (CPA).

Major responsibilities of this chief financial officer included managing clients and providing software training and help desk support. Specializations included the following programs: Sage MAS 90 ERP (now Sage 100), Sage MAS 200, Business Works, Intuit Quick Books, Sage Peachtree and Peachtree Quantum (now Sage 50).

Typical client engagements covered software training, development of accounting procedures manuals, advanced report writing (SAP Crystal Reports, FRx and Sage Business Intelligence, Sage Visual Integrator), software maintenance and upgrades. Software customizations (Sage Custom Office, VB Scripting) and integration of Sage 100 with other systems (payroll, client billing software, ODBC integration with Microsoft Office) were also efficiently handled. These services were provided to enterprises in the following industries: wholesale distribution, manufacturing, telecommunications, labor unions and healthcare.

How can your organization gain an advantage with the help of a chief financial officer who is skilled in Peachtree/Sage 50 with work background in engineering, real estate and financial services industries? Technical skills cover Peachtree/Sage 50. Educational attainment includes Master’s degree in Business Administration and Human Resource Management. The following Professional Securities Sales Licenses was obtained: Licensed National Uniform Securities Agent, State Law Exam (Series 63 Representative), and Licensed National Association of Security Dealers (Series 6 Representative, Series 7 Representative-General Securities Registered Representative, Series 65 Representative-Uniform Investment Advisor Registered Representative, Series 31 Representative-Futures Managed Funds Registered Representatives, Series 24 Representative-General Securities Principal).

Main functions of this chief financial officer involved applying knowledge of Peachtree/Sage 50 and QuickBooks Accounting Software, as well as implementing and supervising the accounting department policies/ procedures. Directing client invoicing/ collection protocols and work of the accounting staff was one of the duties. Other roles covered developing or managing budgets for construction, operations and payroll. Project tracking, account receivables, payables and expense reports were monitored. This specialist oversaw monthly submission for CRS, union reports and certified payroll. The monthly P&Ls and year-end tax reports were prepared.

Notable tasks included negotiating and reviewing business insurance coverages, as well as employee benefits. Responsibilities consisted of establishing and supervising human resource policies/ procedures. The job involved conducting applicant interviews, testing and evaluation for hiring, as well as performance reviews. Establishing employee compensation, incentive programs and disciplinary actions, in addition to negotiating all major equipment, vehicles and supplies purchases were skills brought to the table. An additional role involved serving as corporate safety officer for OSHA compliance.

Could the future success of your organization be helped by this chief financial officer (CFO)/controller/head of finance who is proficient in Peachtree/Sage 50 and Great Plains with experience in manufacturing, communications and software industries? Technical competencies involve Peachtree/Sage 50, QuickBooks Pro, QuickBooks Online, Great Plains, Solomon, Transax Gateway, Google Cloud, Analytx, Echosign and Intralinks. Educational background includes Bachelor of Science in Business Administration (major in accounting). In a previous job, this Certified Public Accountant (CPA) overhauled its financial and tax reporting processes. Assistance was given with the growth of the firm from $270 million in assets under management to over $1.1 billion while adding minimal staff. The executive also successfully completed two systems conversions to Peachtree and Analytx. Professional affiliations are the California Society of CPA’s, Private Equity CFO Association and Venture Capital Bean Counters Association.

Important tasks of this CFO/controller/ head of finance included managing fundraising decks, fundraising sourcing and administration, proforma financial modeling, back office administration, financial reporting, full cycle accounting, HR, legal, audit and tax compliance.

The job also entailed managing Peachtree/Sage 50, QuickBooks Pro and QuickBooks Online. The successful implementation of human resource (HR) processes was also carried out, along with identifying and reducing legal exposure. This was done by properly categorizing employees and implementing accounting systems or systems conversions to cloud based software and storage. This individual successfully implemented an automated annual audit financial statement and footnote reporting process across over twelve fund vintages and multiple billions under management.

What can a chief financial officer (CFO)/controller with specialization in Peachtree/Sage 50, Sage MAS 90 and Sage MAS 200, as well as work background in education, financial services and technology industries bring to your organization? Technical specializations involve Peachtree/Sage 50, Sage MAS 90, Sage MAS 200, Sage MIP, Microsoft Dynamics (Solomon, Great Plains), GL System, QuickBooks, Cerner Millennium, TKO, Staffsuite, ADP, Paychex, Pivot Tables and Blackbaud. Educational attainment includes MBA (major in Finance) and BA (major in Business Administration). Accomplishments included reducing costs for a previous employer through operating efficiency and negotiations through extensive vendor network.

Responsibilities of this CFO/ controller consisted of implementing the independent contractor program and designing financial reporting (including budgets) and company metrics (non-profit company). Performing due diligence reviews on targeted acquisitions (private equity group), installing the new G/L and Enterprise software, while also developing operating procedures (consulting firm) were some of the functions. This specialist negotiated vendor/ banking agreements and utilized Peachtree/Sage 50. Hiring, supervising and training the staff were also completed. Workflow efficiencies were created and cost savings on borrowing relationship were negotiated. The accounting control policy and procedures were implemented.

Working in areas such as preparing financial statements and presenting results to the board of directors were part of this individual’s work experience. Duties covered developing accounting and payroll policies/ procedures, as well as developing school financial aid program/ policies. Tasks included automating business operations and financial reporting. Key roles covered supervising accounts payable/ receivable, payroll, human resources billing, collections, and accounting, in addition to preparing the annual budget and forecasts.