Below are the 3 Controllers, 2 CFO’s and 3 VP’s of Finance with Sage & other systems experience. The Thor Group® provides these and other accounting / financial leaders with Sage 100 / 200 / 300 ERP / 500 / MAS & other systems experience on a consulting, contracting, interim or direct hire basis.

Does a controller who is experienced in business service, manufacturing and electronics industries, as well as knowledgeable in Sage 300 ERP, Sage 100, Peachtree/Sage 50 and MS Dynamics AX pique your interest? Technical knowledge includes Sage 300 ERP, Sage 100 (i.e. Sage MAS 90/200), Peachtree/Sage 50, MS Dynamics AX, MS Dynamics GP, Epicor, Salesforce, SAP, Oracle and JD Edwards. Educational background includes Master of Business Administration (cum laude) and Bachelor of Science in Accounting (cum laude). This individual is a Certified Public Accountant (CPA).

Major responsibilities of this controller included completing the migration of financial module from Jonas Software to Great Plains and managing multiple franchise reconciliations of QuickBooks to Sage 300 ERP migration which included an audit of the year-end franchise balances. Key roles covered completing the roll-forward of several period end financial statements and managing the quarterly budget revision and submission for 53 US locations. This individual served as a Jonas software installation partner to train new national clients with installation and client support. Interfacing with internal and external IT consultants was done to install financial module of MS Dynamics AX. Over 400 lease contracts were reviewed to comply with ASC 842 regulation.

The job covered filing unclaimed property tax returns in 22 states for a large corporation and managing 200 clients to prepare monthly financial statements and file monthly sales, use and payroll taxes. Tasks consisted of processing 9600 client year-end 1099’s and 1042’s using SAP, in addition to managing hands-on A/R special project with Oracle migration for a manufacturing company. The migration from QuickBooks to Sage 200 for a manufacturing company was completed.

How can your organization gain an advantage with the help of a controller with work background in a healthcare services provider, as well as skilled in Sage 100, MAS 90/ 200, Hyperion Essbase and QuickBooks? Technical skills cover Sage MAS 90 and Sage MAS 200 (both Sage 100), as well as Hyperion Essbase, QuickBooks, ADP Payroll, AS/400, Prelude, Ceridian and Crystal Reports. Educational attainment includes Bachelor of Science in Accounting.

Main functions of this controller involved managing 6 employees and guiding financial decisions by establishing, monitoring and enforcing company policies/ procedures including the protection of assets by enforcing internal controls. Coordinating and directing the financial reporting, financial statement preparation, executive dashboard, yearly audit, monthly/ quarterly management reports, budgeting, accounts payable, accounts receivable and payroll throughout the company were some of the duties. The monthly and quarterly management reports were produced promptly for the executive team and board of directors. A work smart environment was established to improve overall business operations through automation and streamlining of financial and accounting processes resulting in cost savings.

Notable tasks included restructuring the chart of accounts to provide a more flexible reporting structure by department level as the company continued to grow, along with implementing the roll out and go-live of the Concur expense program to improve the review of monthly expenses throughout the company. Functions covered researching and implementing various business process improvements that resulted in increased productivity and decrease in costs. This was specifically done through the implementation of E-Recruit. This will be done with automation of the invoicing process, payroll processing, and some profitability analysis.

What can a controller with work background in construction, manufacturing and energy industries, as well as specialization in Sage 100/MAS 90, Sage 300/Timberline and Peachtree/Sage 50 bring to your organization? Technical specializations involve Sage MAS 90 (now Sage 100), Sage 300/Timberline, Peachtree/Sage 50, SAP, JD Edwards, Ceridian and ADP. Educational attainment includes MS/BS in Accounting and Associate of Elective Studies, as well as Master Certificates in Applied Project Management & Six Sigma Green Belt Continuous Process Improvement.

Working with areas such as accelerating the month-end close to the 10th calendar day of every month by providing accurate financial reports, while also initiating an income & expense flux analysis for the 1st working day allowing for rock solid project controls and accurate variance isolation were some of the responsibilities of this controller. Duties covered automating and fine-tuning standard costing or bidding specifications to enhance proposal and negotiation efforts, as well as identifying all performance costs and expenses, thus increasing average per- project revenue by a minimum of $5,000 and improving retained gross margins by more than 25% through the reduction or mandatory consideration of previously unidentified components.

Reducing the cycle time to same day invoice submission zero errors was completed through the comprehensive customized project tracking system and the software utilization was maximized to reduce DSO by an average of 20 days and invoice reworks by 95%. The job covered designing specific reporting tools to create “exception” reports for cost overruns triggering review to identify potential change order and contract revision situations saving thousands a month.

Would a chief financial officer with familiarity in manufacturing, computer hardware and financial services industries, as well as skilled in Sage 100 (MAS 90/200), Epicor and QuickBooks help your organization achieve greater success? Technical specializations cover Sage MAS 90/200 (now Sage 100), ACCPAC Plus, DataFlo (Epicor) and QuickBooks. Educational attainment includes BBA (major in Accounting). This individual is a Certified Public Accountant (CPA).

Making a positive difference with handling all financial functions, cash management, forecasting and general accounting, working in a hands-on environment and reporting to the president/founder were some of the key focuses of this chief financial officer. Responsibilities covered developing and implementing general ledger and financial reporting with newly implemented financial software, with a goal of preparing internal monthly financial statements for the first time in the company’s fifty-year-existence within the next three months. Interviewing and negotiating financing relationship with the new lender (after existing bank terminated relationship with the company) were administered. Several existing long term contracts were renegotiated, achieving savings of $200K annually. The cost reduction team was led and redundant payroll costs were identified, resulting in annual savings of $450K.

One of the notable skills used on a regular basis in another job included directing all financial and administrative functions. This included financial reporting, cash management and forecasting, general accounting, human resources management, stockholder relations and benefits administration. The management reporting systems were developed to identify and measure unprofitable division/business lines to facilitate their closure, resulting in a $200K annual savings. An additional role consisted of uncovering, through detailed analysis, duplicated “back end” services/contracts, resulting in renegotiation/elimination and savings of $30K annually.

What can a chief financial officer with work background in wholesale, manufacturing and trading industries, as well as specialization in Sage 300 Accpac and MS Dynamics GP bring to your organization? Technical specializations involve Sage 300 Accpac and MS Dynamics GP. Educational background includes Bachelor of Science in Accounting.

Working with areas such as transforming the company’s financial and information structures through its rapid growth and launching a new installation of Sage 300 ACCPAC database accounting were some of the skills brought to the table by this chief financial officer. Previous experience as an independent computer consultant and authorized reseller of the accounting software optimized the transition. Aside from converting all the data from the previous installation, a new inventory coding strategy was created to optimize database queries. This specialist dramatically improved the company’s borrowing capacity by changing lenders. Previous banks refused to include inventory in the borrowing base. The new software coupled with a modified perpetual inventory system convinced the new lender to allow for 25% of inventory to be included in the asset borrowing base.

Responsibilities in another job consisted of guiding the company through the Y2K crisis, replacing the accounting software and instituting monthly financial reporting. The job consisted of launching a new installation of Sage 300 ACCPAC database accounting to replace an incomplete, disastrous installation of Great Plains accounting software. Functions covered designing and implementing EDI (Electronic Data Interchange) systems to allow interface with the newly installed accounting software and satisfy customer requirements for electronic purchase orders (810s) and invoices (850s). The integrated software was written to allow daily updating of inventory levels from 11 different plastic molders.

Could your organization use a VP of finance who is experienced in IT, financial services and technology industries, as well as proficient in Sage 100/MAS 200, Sage MAS 500, Oracle and SAP? Technical proficiencies cover Sage MAS 200, Sage MAS 500, Oracle, SAP, MS Dynamics GP, Hyperion, QuickBooks, PeopleSoft and BusinessObjects. Educational attainment includes MBA (Finance and Strategy), as well as BBA in Finance.

Primary tasks of this VP of finance included serving as active partner in 2 fundraising rounds ($2.5 million), maintaining the cap table, along with directing the merger, consolidation and centralization of an acquired company. Strategic plans were developed using SEO and PPC to drive traffic to website which resulted in 10% monthly traffic growth and 20% monthly revenue growth. Client relationships with various companies were initiated/maintained.

Contributions involved managing vendor payments and working capital prior to fund raising, in addition to preparing monthly board deck for the board of directors which contained selected areas of financial information that determined marketing allocation; new international areas of growth were identified. This individual produced monthly corporate P&L, reporting variance analysis to senior management, weekly flash report, balanced scorecard reporting, and advanced modeling using Excel to determine cash balances for the company covenants. The job consisted of serving as active partner in completing C round and debt of $4 million to fund the company and maintaining banking relationships. Coordinating and managing the business unit growth of 300% over 18 months were efficiently handled. The yearly audit, revenue recognition processes and internal controls were managed. System conversion from Sage MAS 200 to MAS 500 was supervised.

What can a VP of finance with work background in business services and financial services industries, as well as specialization in Sage 300 ERP bring to your organization? Technical specializations involve Sage 300 ERP. Educational background includes BA Accounting and Masters in Business Administration. This individual is a Certified Public Accountant (CPA).

Working with areas such as forming the overall financial, risk management and internal audit strategy for all insurance products including workers’ compensation insurance, health insurance, retirement plans and internal controls were some of the skills brought to the table by this VP of finance. These products account for consolidated revenue of $1.5B and 50% of overall company gross profit. P&L and balance sheet oversight, including financial forecasts, budgets, general ledger reconciliation, and financial analysis for all insurance programs and associated profits-losses were some of the tasks. One of the key roles covered overseeing the enterprise risk management (ERM) program covering the insurance and operational risks of the company leading to the reduction in the cost of risk and visibility into key organizational wide risks. Responsibilities consisted of leading the insurance carrier, broker management and contracting related to ten primary national insurance partners, spanning health insurance and property/casualty insurance. This individual handled the successful external vendor contract negotiations resulting in multiple year 20% decreases in premium.

Duties in another job called for organizing and preparing all P&L and balance sheet statements as well related reports and schedules in preparation for the annual financial audit. Sage 300 ERP was used.

Could the future success of your organization be helped by this VP of finance who worked in manufacturing, marketing and entertainment industries, as well as proficient in Sage 100 and Sage 300 Accpac? Technical competencies involve Sage 100 (formerly Sage MAS 90/200), Sage 300 Accpac, and Macola. Educational attainment includes Master of Science in Applied Computer Science & Technology, (minor in Business Management), as well as Bachelor of Science in Management Information Systems (minor in Accounting).

Important contributions of this VP of finance included managing the entire US branch accounting procedures, finance, operations-sales, A/R, A/P, collections, vault and consignments, inventory/ordering/logistics, distribution channels, office operations, repair & service, IT systems and human resources/personnel. Tasks covered arranging monthly/yearly closing, preparing and verifying all financial reports in accordance to GAAP, as well as preparing management reports and other external reports for headquarters, suppliers, customers and authorities. Skills brought to the table included administering the overall budget process, coordinating various departments in their budget preparations, securing liquidity, planning/managing/monitoring cash flow, in addition to taking adequate measures in collections of customer debts. Key roles involved managing payroll and administering the 401K plan and employee benefits (health/vision/dental/life insurance). Instructing regular checks of stock-on-hand and on consignments, reconciling against accounts, in addition to measuring company performance against targets, secure transparency and fair & true picture of financials were efficiently managed. The corporate guidelines on financial matters were implemented and supervised.

Another job consisted of designing and customizing accounting systems, upgrading existing systems or transforming manual accounting/business systems to integrated and automated systems. Knowledge of ACCPAC, Macola & Sage MAS 90/200 Accounting Software was applied.