Below are the 5 CFO’s & 5 Controllers with Epicor / P-21 & other systems experience. These CFO’s & Controllers are provided by The Thor Group® on a consulting, contracting, interim or direct hire basis.

Could the future success of your organization be helped by this chief financial officer with experience in the manufacturing industry and proficient in Epicor? Technical competencies involve Epicor. Educational background includes Master of Business Administration and Bachelor of Science in Accounting. This individual is a Certified Public Accountant (CPA).

Important tasks of this chief financial officer included conducting comprehensive analyses of each company’s product, technology, clientele and financial resources, as well as expertly negotiating and establishing all acquisition contractual obligations. The job entailed leading the consolidation of four plants into two locations through all phases to ensure production capabilities met current and forecasted sales volumes. This individual was entrusted with allocating a capital investment of $10M strategically injected to migrate manufacturing lines, and significantly upgraded equipment/ facilities to accommodate production of products from both companies. Epicor was championed as the new enterprise resource planning (ERP) system that would merge five systems into one cutting-edge platform. A restructuring of leadership and staff role was executed to align with newly combined operations.

Key roles involved leading all facets of the post-acquisition transition process including customers, orders, technologies, patents, license agreements, production supply agreements, and inventory transition/ sale. Acting as a stabilizing force throughout a massive drop in product demand by negotiating favorable terms with a lender (five forbearance agreements, seven loan amendments) was a skill brought to the table. A large capital injection ($6.25M) was secured from the majority stockholder and major vendor concessions to keep operations running smoothly while pursuing a sale.

Could your organization use a chief financial officer with experience in construction, financial services and software industries, as well as knowledgeable in Epicor, Oracle, SAP and Lawson? Technical proficiencies cover Epicor, Oracle, SAP, Lawson, Hyperion, QuickBooks, Peachtree/Sage 50, Sage 300/Timberline, MS Dynamics NAV and Sage MAS 200. Educational background includes MBA (Finance concentration), Bachelor of Science in Accounting and Bachelor of Science in Finance. This individual is a Certified Public Accountant (CPA).

Primary tasks of this chief financial officer included full reporting/ analysis, FRX, intercompany eliminations and rollup reporting to a parent company. An additional role covered writing VBA/SQL code to allow users to pull data directly into Excel (similar to Oracle, NetSuite, Epicor, Sage and Dynamics). Instant access to the GL data in Excel was obtained which was previously only available by manual entry or printing reports and importing. This individual leveraged new VBA functionality to power graphs showing KPIs, gross margin, OpEx and inventory. Efforts exerted resulted in visibility into GM, OpEx and inventory trends that had historically not been readily available).

Contributions involved leading and motivating personnel to continuously improve or document all aspects of their jobs while relentlessly replacing inefficient and difficult to manage Excel spreadsheets. This individual currently led the team to redefine how the warranty and service operations work. This involved defining tiers of service, financial risk ownership and how to set customer expectations.

Does a chief financial officer with experience in wholesale, financial services and manufacturing industries who is knowledgeable in Epicor pique your interest? Technical knowledge includes Epicor. Educational background includes MBA as well as BS in Business Management and Marketing.

Major responsibilities of this chief financial officer included providing strategic direction, operational business process improvements and financial leadership to scale company from $100MM – $300MM, as well as leading company efforts for the recapitalization and $102MM sale. One of the key roles covered developing integrated business processes across the company as required to scale the business. This individual drove the re-implementation of Epicor ERP and the development of business metrics or dashboards.

Accomplishments in other jobs involved identifying $400K bank covenant shortfall and $900K corrective action plan driving EBITDA % improvement from 9.2% to 25.4%, while also identifying supply chain process and organizational structure improvements for a $400MM business. Duties involved developing and implementing multiple cost accounting as well as customer profitability systems/metrics to drive manufacturing and sales pricing strategies/ operations. The order to cash transition plan was developed for a $400MM subsidiary of a $1.4B corporation. The job covered negotiating and implementing revolvers with banks. Tasks covered providing strategic direction, operational analysis and controllership for a $500MM trailer equipment leasing, rental and services business. Providing financial consolidation and analysis for a $3.4B corporation, as well as leading operating/strategic planning processes were positive experiences brought to the business table. Financial organizations and business processes were integrated for two acquisitions totaling $1.3B sales. Developing and implementing consistent business metrics across divisions of a $3.4B Corporation were also completed.

What can a chief financial officer with work background in manufacturing, hospitality and financial services industries, as well as specialization in Epicor Eclipse, Great Plains and QuickBooks bring to your organization? Technical specializations involve Epicor Eclipse, Great Plains, QuickBooks, Quicken, POS/Timekeeping Systems, Velocify, Mortgage Builder and Calyx Point. Educational attainment includes Master of Professional Studies in Finance and Administration, as well as Bachelor of Science in Hotel Administration. The individual has experience designing models to measure marketing initiative efficacy, reducing marketing costs by 20%. A new dinner show concept was created that generated additional annual sales of more than $500,000.

Working with areas such as performing monthly reconciliations, preparing month-end financial statements and creating strategic budgets were part of this chief financial officer’s work experience. Duties covered performing monthly variance analysis and making recommendations. Advising ownership on operational issues related to overall performance was part of the assigned tasks. Key roles involved leading the design, implementation and conversion of all franchisees to new accounting system moving from QuickBooks to a much more robust enterprise system (Epicor Eclipse) and coordinating substantial litigation support for major arbitration case and other legal actions including providing discovery, legal research, attorney coordination and forensic accounting.

Responsibilities consisted of ensuring the successful turnaround of troubled centers either through acquisition and direct oversight, or through mentoring of the franchisee, in addition to achieving dramatic cost savings in multiple areas such as employee benefits, insurance and credit card processing for corporate office or the franchise system. Developing a successful foreign currency hedging program and overseeing wholesale distribution activities to all retail centers were some of the functions.

How can your organization gain an advantage with the help of a chief financial officer with work background in manufacturing, telecommunications and technology industries who is skilled in Epicor 10, SAP, PeopleSoft and Hyperion? Technical skills cover Epicor 10, SAP, PeopleSoft, Hyperion and Peachtree/Sage 50. Educational attainment includes MBA (Finance and Investments) as well as BBA in Accounting.

Main functions of this chief financial officer involved managing all financial, operations, purchasing, information technology, human resources and administrative functions, as well as providing operational support to fifteen offices. Accomplishments included quickly assessing private companies’ high tax burden, relocating $66M national wholesale distributor and two $6M manufacturers to a significantly lower cost presence with zero disruption to ongoing deliveries or revenue and subsidizing over $200,000 in targeted state subsidies. The individual led the upgrade of two aged legacy business systems to new Epicor Enterprise Resource Planning (ERP) system to continue private companies’ market growth was part of the responsibilities. The job required enabling new online revenue opportunities and allowing companies to fund ERP costs with eCommerce delivery of 2,000+ products to customers.

This specialist saved over $250,000 in operating/ banking expenses in first year from corporate relocations, staff efficiencies and process improvements achieved with/ without the application of new systems. The job involved negotiating $20,000,000 in new line of credit/ term loans in order to deliver real interest rate savings directly to bottom line and bringing new banking efficiencies to legacy processing systems. Summary of expertise included senior strategic/ tactical leadership positions in financial management, operations, software, telecommunications and manufacturing industries, both national/ international.

How can your organization gain an advantage with the help of a controller with background working in retail, wholesale and manufacturing industries who is skilled in Epicor Enterprise, MS Dynamics AX, JD Edwards OneWorld and Oracle? Technical competencies involve Epicor Enterprise, MS Dynamics AX, JD Edwards OneWorld, Oracle, QuickBooks Premier, Sage MAS 90 and Data Pro. Educational attainment includes BSBA in Accounting.

Main functions of this controller included managing general ledger transactions and related financial statement reconciliations, as well as managing the month-end and annual financial close process. Assisting the VP of finance in financial statement preparation and analysis was part of the duties competently performed on an ongoing basis. This individual managed accounts payable department/ functions and actively guided external auditors through financial/ warehouse audits. Getting involved with management in areas of business insurance and banking related issues (asset-based lending, LIBOR) was part of the key roles. Being selected as accounting representative and subject matter expert, the job involved consulting with various department core personnel on ERP system initiative (Epicor to MS Dynamics AX).

Skills brought to the table consisted of reporting monthly/ quarterly/ annual multi-state or local tax filings on a timely and accurate basis. Duties involved directing and maintaining a multi-million property, plant and equipment fixed asset system. Analysis was initiated, resulting in substantial subsequent refunds due to freight carrier billing errors. Advantages involved applying extensive experience in implementing and utilizing fully integrated ERP systems and PC application.

Would a controller with experience in manufacturing and wholesale industries, as well as proficient in Epicor Vantage, NetSuite, SAP and PeopleSoft help your organization achieve greater success? Technical specializations cover Epicor Vantage, NetSuite, SAP R/3, PeopleSoft, Great Plains, AS/400, UNIX and Access. Educational background includes BS in Accounting and BA in Economics. This specialist is a Certified Management Accountant (CMA).

This controller managed financial statements for several manufacturing entities with consolidation. Strengthening cost accounting function and improving inventory controls via process improvements or tighter procedure rules in Epicor Vantage ERP system were some of the key focuses. Responsibilities covered controlling semi-annual audit process and interacting with the lending institution and various government agencies. The internal control system was improved via segregation of duties and training of an accounting staff. This individual improved a credit policy that has led to wider customer base, a significant increase in new orders, and improved sales tax reporting system.

In other jobs, notable skills included implementing the NetSuite ERP system, revamping all accounting processes and completing financing with the bank. Functions covered identifying and correcting significant deficiencies in revenue cycle, in addition to developing the financial reporting package. Starting the inventory control/costing project for a large number of SKUs was also completed. The job involved managing normal accounting functions of a large company, including being responsible for the due diligence and financial management of several acquisitions, which helped the company to grow three-fold in four years. Aside from improving inventory management, reporting and budgeting processes were streamlined.

Does your organization require the expertise of a controller with work background in manufacturing, transportation and retail industries, who is adept in Epicor? Technical knowledge involves Epicor. Educational attainment includes BA in Finance and Commercial Law (minor in Accounting).

One of the key roles of this controller involved managing a team of six with full responsibility for accounts payable, accounts receivable, payroll, financial analysis, general ledger, treasury/ cash management, credit and collections for the corporate office plus six subsidiaries. Important contributions included implementing the Epicor fully integrated ERP system including the accounting, materials management, engineering and sales modules, as well as writing new job descriptions and redistributing job duties with the new Epicor system. In addition, this specialist worked with external service providers to facilitate quarterly/ annual tax filings and designed/implemented the new monthly financial reporting package. Developing the company’s inventory management strategy with the aim of controlling costs within budgetary limits, generating savings, rationalizing inventory and maximizing available working capital were also completed.

A function in another job involved leading a team of four on 3 full Epicor ERP implementations. Skills brought to the table covered assessing the customer needs and designing a solution using Epicor ERP to best meet or exceed needs. The job included serving as a project liaison between the customer and Epicor. Proficiencies included talent recruiting, asset protection, financial management and customer relations.

What can a controller with experience in manufacturing, engineering and transportation industries, as well as specialization in Epicor do for your organization? Technical competencies consist of Epicor. Educational background includes BBA in Accounting.

Key roles of this controller were composed of accounting, cash management and report consolidation for a manufacturer of custom designed oil and gas equipment with annual revenue in excess of $12 million. Duties involved evaluating accounting software packages and implementing Epicor software.

For other jobs, the individual was in charge of directing a staff responsible for accounting, payroll, cash management and human resources for a manufacturer of custom designed oil and gas equipment with annual revenue in excess of $37 million. Other functions included project cost accounting and converting standard accounting records to the percentage completion method of revenue recognition. Monthly consolidated financial statements were prepared with the analysis of actual performance versus budgeted performance for submittal to a large international investment company. Working closely as a senior member of the executive committee on matters of daily operations, long/ short-term budgets and marketing strategies was one of the responsibilities. This individual directed the conversion of records from SBT software to Epicor software. Skills brought to the table covered accounting and financial reporting for a manufacturer of custom designed HVAC equipment with annual revenue in excess of $15 million. Project cost accounting and the conversion of standard accounting records to the percentage completion method of revenue recognition were also completed. Directing a staff responsible for the accounting function of a high pressure pump manufacturing company with annual revenue in excess of $15 million was accomplished.

How can a controller with background working in manufacturing and automotive industries, as well as knowledgeable in Epicor, JD Edwards EnterpriseOne, Oracle and SAP fit within your organization? Technical specialties cover Epicor, JD Edwards EnterpriseOne, Oracle, SAP, Sage MAS 90, Hyperion and Cognos. Educational attainment includes Bachelor of Arts in Economics.

Duties of this controller covered serving as finance leader for two manufacturing plants responsible for cost accounting, GAAP and Sarbanes-Oxley compliance, financial reporting, accounts payable, accounts receivable, the annual operating plan and monthly forecasts. Functions included leading system conversion to JD Edwards EnterpriseOne from CMS Epicor ERP for both plants and partnering with other members of the senior leadership team to drive profitability through improvements. Other tasks involved leading month-end/ year-end close, coordinating and leading the external financial audit, as well as reviewing and analyzing variances to budget or forecast. New procedures and internal controls were developed. This individual led the physical inventory or analysis of results and provided the cost accounting expertise for the manufacturing operations. Significant projects included JD Edwards ERP system conversions and the manufacturing plant startup.

The position entailed managing all accounting and costing operations, ensuring the maintenance of accurate records in accordance with GAAP, in addition to preparing and publishing timely monthly financial statements and reporting. All balance sheet account reconciliations were reviewed. Skills covered coordinating and leading the year-end financial audit, along with ROI calculation and product cost validation for new product offerings as well as potential projects. The annual sales plan, operating budget and capital plan were prepared.