Below are the 6 Controllers & 6 CFO’s with PeopleSoft and other systems experience. The Thor Group® provides these and other accounting / financial leaders with PeopleSoft & other systems experience on a consulting, contracting, interim or direct hire basis.

Does a controller who is experienced in mining, manufacturing and business services industries, as well as knowledgeable in PeopleSoft and QuickBooks pique your interest? Technical knowledge includes PeopleSoft, QuickBooks, Pivot Tables, Vlookup and Concur. Educational background includes BS Business Administration (Finance concentration).

Major responsibilities of this controller included developing the annual budget, instituting a rolling monthly forecast, as well as delivering to senior finance and management. Full inventory oversight and management included reconciling physical inventory to system inventory and cycle counts. Key roles covered reducing and avoiding aged/ obsolete inventory. Work order maintenance was supervised. Collaborating with operations personnel was done to drive process improvements and cost savings initiatives; expenses monthly were reviewed with plant managers. Financial review meetings were facilitated with key partner business groups. Aside from preparing the annual capital budget and performing monthly fixed asset reconciliation, all capital projects were approved. Testing and implementing the new ERP (PeopleSoft) were carried out. The job covered utilizing cost data in the ERP system for cost accounting to analyze costs and perform cost/ margin analysis. Tasks consisted of developing standard costs including routers, overhead costs and labor costs per hour, in addition to studying routers and variances on an ongoing basis and communicating findings and goals to plant management.

Functions in another job involved participating in quarterly and year end audits, which included physical inventory, payment and cash receipt controls. Studying production costs, including labor, overhead, and materials, along with developing numerous files with Pivot tables, IF statements and Vlookups were completed.

How can your organization gain an advantage with the help of a controller with work background in a general hospital and a behavioral health system, as well as skilled in PeopleSoft, McKesson and Epic? Technical skills cover PeopleSoft ERP, McKesson, Epic, Electronic Medical Record, and Kronos Payroll & Timekeeping system. Educational attainment includes Master’s in Business Administration with concentration in Advanced Information Systems, Healthcare, and Finance, as well as a Master’s in Accountancy and Bachelors in Business Administration. This individual is a Certified Public Accountant (CPA).

While working for a general hospital, main functions of this controller included managing all accounting functions (multi-company accounting and reporting, budgeting support, accounts payable, payroll, tax and regulatory reporting, bank relationships, treasury and capital accounting, grants, and consolidations) for the healthcare system, including a hospital, physician practices, the foundation and joint ventures. This individual developed a comprehensive monthly financial reporting package for multiple entities and key financial metrics to support decision-making. Overseeing the development and maintenance of and adherence to company-wide accounting policies and procedures was carried out. This specialist acted as subject-matter expert in various multi-disciplinary teams engaged in several implementations including PeopleSoft ERP, McKesson, Epic, Electronic Medical Record, and Kronos Payroll & Timekeeping system.

Notable tasks included interpreting financial results for multiple entities and presenting the foundation results to the board of directors. One of the responsibilities consisted of educating foundation board members and hospital leadership on the interpretation of financial reports. Functions involved leading the revenue management department over an 18-month period during a critical system implementation (Epic) and ensuring revenue preservation for a net revenue base of over $1 billion.

Could the future success of your organization be helped by this senior controller who worked in transportation, business services and banking industries, as well as proficient in PeopleSoft? Technical competencies involve PeopleSoft, QuickBooks and Fiserv Precision. Educational background includes Bachelor of Arts in Business Economics with Accounting concentration. This individual is a Certified Public Accountant (CPA) and Certified QuickBooks ProAdvisor.

One of the important contributions of this senior controller included managing a phased conversion of the chart of accounts, general ledger, accounts payable, and asset management systems to a hosted PeopleSoft ERP platform. The job entailed supervising the accounting department during a merger.

In another job, this specialist supervised the accounting department of a $6 billion asset bank and managed SEC filings. Skills brought to the table involved serving as a functional GL manager for the bank’s core system (Fiserv Precision) and the ERP system (PeopleSoft v 9.1), in addition to managing the restatement of the 10-K to reflect the sale of the bank’s return anticipation loan business as discontinued operations (ASC 205-20). An additional function involved managing the 10-Q filing which included a business combination (FAS 141(R) codified as topic ASC 805) where the entire bank was acquired by a single entity using “push-down accounting” (ASC 805-50-S99-2) resulting in “new basis” fair value accounting for the entire balance sheet of the acquired bank. Assistance was provided in implementing ASC 310-30 (SOP 03-3) purchased loan with credit deterioration with respect to the $500 million open-bank acquisition. Other proficiencies included GAAP, SEC reporting, regulatory reporting, team building, policies/procedures, internal controls, budgeting, forecasting, commercial real estate and entrepreneurship.

What can a corporate controller with work background in manufacturing, financial services and publishing industries, as well as specialization in PeopleSoft and QuickBooks bring to your organization? Technical specializations involve PeopleSoft/Oracle ERP (A/R, A/P, Billing, GL, Cost Management, Inventory, Purchasing, Query), QuickBooks, AS/400 and Pivot Tables. Educational attainment includes Bachelor’s degree in Finance.

Working with areas such as leading the project to migrate from spreadsheet-based inventory and costing to a fully integrated accounting system, as well as implementing PeopleSoft Cost Management (transaction accounting) system to automate timely, reliable reporting of manufacturing costs were some of the responsibilities of this corporate controller. Duties covered leading operations including AP, AR, credit, billing, cash management and fixed assets, in addition to supervising the AP manager, AR/credit manager and 2 staff accountants with 12 indirect reports. This individual prepared monthly financial statements on a timely basis, as well as reviewed/audited reconciliations of balance sheet, bank and expense accounts. Other functions involved finalizing all standard product costs and inventory revaluations, in addition to managing multiple annual financial and bank audits conducted by external auditors. The job covered implementing business intelligence tool to automate creation or distribution of financial statements and departmental actual versus budget reports. Tasks involved identifying efficiency opportunities and focusing on continuous improvement projects.

In other jobs, this individual worked as a PeopleSoft ERP system implementation team member for AR and Billing modules. Other functions involved daily cash management, reporting and forecasting, along with preparing month-end closing entries and reconciling all accounts. The month-end closing process was managed, while general ledger account and bank reconciliations were prepared.

Could your organization use a controller who is experienced in business services, nonprofit and pharmaceutical industries, as well as proficient in PeopleSoft, MS Dynamics GP, Sage MAS 90 and Peachtree/Sage 50? Technical proficiencies cover PeopleSoft, MS Dynamics GP, Sage MAS 90, Peachtree/Sage 50, Lawson and QuickBooks. Educational background includes Bachelor of Business Administration, major in Accounting.

Some impact contributions of this controller included directing month-end close activities for US and international subsidiaries, running all PeopleSoft month-end accounting processes, as well as preparing monthly financial statements, translations and consolidations. This individual prepared financial reports for executive committee as well as board of managers and reviewed/analyzed monthly financial activity across all subsidiaries. Key roles involved analyzing all monthly reporting variances between budget and actual, preparing corporate overhead mid-year forecasts and annual budget and preparing PeopleSoft financial system for budgets. Tasks consisted of preparing quarterly sales, use tax and yearly personal property tax filings. Skills brought to the table involved serving as a corporate point person for accounting PeopleSoft system related issues for all financial heads and handling special projects as needed from private equity owners. Functions covered writing queries and writing nVision reports as needed in PeopleSoft for the finance department.

Another job consisted of overseeing the accounting department for a community foundation with assets greater than $207M and leading the yearly audit with clean audit opinion. Schedules were prepared for the company on time 990 filing. The finance manager and finance assistant were supervised. The general ledger was maintained, including month-end, quarter-end and annual closing of 570+ component funds.

Would a controller with familiarity in education, real estate and financial services industries, as well as skilled in PeopleSoft help your organization achieve greater success? Technical specializations cover PeopleSoft. Educational attainment includes B.S. Accounting, B.S. Management and M.S. Taxation. This individual is a Certified Public Accountant (CPA).

Making a positive difference with handling treasury management (with a $2 million personal authorization limit) and working with multiple financial institutions were some of the key focuses of this controller. One of the responsibilities covered re-negotiating six loans secured by real estate with an aggregate debt of $6 M at variable interest rates averaging 5.1% into a single unsecured $6 M loan at a fixed rate of 3.9%. External and internal reporting were completed, along with preparing annual financial statements in connection with the external audit, preparing interim financial statements, monitoring budgets and communicating with budget managers regarding variances. Other duties consisted of preparing 990 or 990T tax returns and other miscellaneous reports. Problem solving/special projects/troubleshooting/respond to campus needs were completed. This individual recently helped to transition the university to the PeopleSoft ERP system and renegotiated 3-year copier services contract resulting in annual savings of over 20% compared to the pricing in the prior years’ contract. Notable tasks included making financial presentations to the board of directors.

Duties in another job involved maintaining the database of historical lifetime charitable giving (over $1 billion), in addition to preparing and monitoring annual charitable giving budgets for all entities were completed. Assistance was given in the construction and management of two major residential properties and other personal assets, including a $30 million yacht and $100 million art portfolio.

Would a chief financial officer with familiarity in business services, manufacturing and insurance industries, as well as skilled in PeopleSoft help your organization achieve greater success? Technical specializations cover PeopleSoft. Educational attainment includes Masters of Business Administration, Finance and Bachelor of Arts in Economics.

Making a positive difference with establishing profitability model for product pricing, almost doubling gross profit to a high of 31%, strategically reducing GP% while increasing GP$, and increasing pretax% to facilitate company growth were some of the key focuses of this chief financial officer. Accomplishments involved selecting new bank, moving from poorly performing bank to current banking arrangement, doubling the company line of credit and increasing capital expenditures covenant from $300,000 to $1,000,000. This individual removed the owner’s personal guarantee. PeopleSoft was installed as Enterprise Reporting System (ERP). The major release upgrade to 8.X was led.

One of the notable tasks included introducing business processes and profitability model to enter gift certificate segment of incentives industry. Gift Certificates were a $10 million business and would be $20 million after one year. An additional functional involved accelerating inventory turns from 4.5 to over 8 times annually. The average annual inventory shrink was reduced to typically less than $5,000 on $6 million inventory. The DSO was reduced from 60+days to 42 days. An additional role involved working closely with owner on the investment into a $2 million software development company. Areas of expertise included change and large scale project management, leading the project to double annual shipping capacity from 600,000 to 1,200,000 annual shipments, implementing the PeopleSoft ERP and rebuilding the customer service group.

Could your organization use a chief financial officer who is experienced in energy and advertising industries, as well as proficient in PeopleSoft? Technical proficiencies cover PeopleSoft. Educational attainment includes MBA (Finance & Accounting), MS in Communications and BS in Journalism.

Primary tasks of this chief financial officer (CFO) included leveraging recapitalization of company with new $30 million global multi-currency revolving credit facility, as well as paying significant extraordinary dividend to shareholders. Restructuring European financial operations, while also converting a loss to a record profit primarily through cost reductions and process efficiency initiatives were also accomplished. Key roles covered managing the rapid growth (5x increase in customers) in VoIP/video telephony business with numerous pricing programs, equipment subsidies, Asian supply chain and customer contracts. A private equity vehicle was created, which made two acquisitions of public companies. The European exact accounting system was integrated into US PeopleSoft ERP system. Overhauling monthly board reporting processes and KPIs was completed. This individual reported to the CEO with responsibility for all financial affairs, accounting, treasury, budgeting, tax and M&A.

Contributions involved preparing US financial organization for transition to public IFRS reporting company and instituting short-term or long range strategic planning process. The monthly board reporting processes and KPIs were overhauled. Two recapitalization processes were managed. This individual was recruited as US subsidiary CFO and incumbent corporate CFO in an anticipation of the spin-off of the offshore Brazilian assets and departure of corporate staff to Brazilian entity. Non-core energy marketing and pipeline businesses were sold.

What can a chief financial officer with work background in government, education and business services industries, as well as specialization in PeopleSoft and Oracle bring to your organization? Technical specializations involve PeopleSoft, Oracle, Visio, SCT Banner, project/program management and problem diagnosis/resolution. Educational background includes MBA (Technology Management). This individual obtained PMP (Project Management Professional) designation and A+ certification.

Working with areas such as fiscal management with oversight responsibility for $100M annual budget, $25M in government grants expenditures, accounts receivables/payables, contracts/purchasing and other financial activities were some of the skills. Duties covered managing the agency’s internal controls, fiscal year audit, indirect cost proposal and fleet management. Successfully managing the audit following PeopleSoft ERP install and the fiscal audits, as well as revamping the grants office, consolidating the schedule of expenditures of federal awards and improving reporting were some of the tasks. Key roles covered reinforcing the agency’s cash management policies, while also improving staff morale and collaboration among divisions.

Responsibilities consisted of developing business case/ project to fund a new LEED certified headquarter for the environment department and presenting the agency’s capital improvement project to the state’s legislative capitol building planning commission. A team was directed to track/report on $183M of ARRA funds awarded to the public education department. Financial officers were led to pool resources to utilize the PeopleSoft ERP grants module for federal awards accounting. Aside from developing RFP, other functions involved selecting and negotiating financial audit contracts with independent auditing firms.

Could the future success of your organization be helped by this chief financial officer who worked in engineering, construction and food industries, as well as proficient in PeopleSoft, SAP, Hyperion and MS Dynamics GP? Technical competencies involve PeopleSoft, SAP, Hyperion, MS Dynamics GP, Navision and DTT. Educational attainment includes MBA (Finance) and BS in International Management & Finance. This individual is a Certified Public Accountant (CPA).

Important contributions of this chief financial officer included partnering with the businesses to provide practical/ compliant accounting solutions while assisting them on executing and delivering on their key initiatives. Tasks covered mergers & acquisition, IPO filings, SEC filings (S-1, DEF14A) and all aspects of purchase accounting related to post acquisition integration and restructuring. The worldwide project management of ERP, CRM and SOX audit software implementations (Oracle, PeopleSoft, SAP, Hyperion, Great Plains Dynamics, Navision, DTT) was carried out, along with budget preparation, development and monitoring, including support for department managers in managing their budgets. Aside from reviewing budget proposals, the necessary supporting documentations and justification were prepared.

Part of the key roles involved managing all accounting, consolidation, control, treasury, and corporate governance issues. Duties covered preparing, analyzing and presenting monthly/ quarterly/ annual financial statements as well as external financial reports to creditors and shareholders. Technical accounting research and analysis of key financial transactions under US GAAP and International Financial Reporting Standards (IFRS) were conducted.

What can a chief financial officer with work background in education, business services and nonprofit industries, as well as specialization in PeopleSoft, Oracle, JD Edwards, QuickBooks and MS Dynamics GP bring to your organization? Technical specializations involve PeopleSoft, Oracle, JD Edwards, QuickBooks, MS Dynamics GP and Report Writing. Educational background includes Post-MBA Certificate in Accounting, Masters of Business Administration and Bachelor of Arts in Business Administration. The individual is a CMA candidate via the Institute of Management Accountants (IMA).

Working with areas such as directing all aspects of internal controls, budgeting, reporting, monthly board of trustee’s presentations and other responsibilities as part of president’s cabinet (PC) were some of the skills brought to the table by this chief financial officer. Duties covered managing all contracts and request for proposal (RFP) development as part of the procurement/purchasing department, as well as administering directors of facilities, financial services, IT and bookstore manager. Processing improvement and systems implementation with focal point for all PeopleSoft ERP implementation issues that helped improve the project management and communicating with the state project management team were part of the tasks.

Responsibilities consisted of managing the annual budgeting process and tools, redesigning new annual budget work flow process and tools, in addition to presenting to the board of trustees for approval. Committee leadership was carried out, including budget committee, operational council, facilities committee, sustainability advisory council, IT committee, food service selection committee, beverage service committee, acquisition of art committee and emergency operations committee. This individual developed the new emergency operations plan and Incident Command Structure (ICS) team structure for college campus that included direct reports as well as leaders of other major departments on campus.