Below are the 5 CFO's & 4 Controllers with Epicor & other systems experience. The Thor Group® provides top-notch CFO or controller with your industry, Epicor & other systems experience on a consulting, contracting or direct hire basis.

What contributions could a chief financial officer (CFO) with experience working in aerospace, financial services and accounting industries bring to your organization? Educational attainment is composed of Bachelor of Science in Accounting and Masters in Business Administration (Focus: Finance & Management). Professional certifications consist of Certified Public Accountant (CPA). This results-driven, strategic-minded executive has extensive experience leading complex businesses, accounting, and finance operations. Core leadership competencies involve optimizing financial performance/ROI, among others. Software expertise consists of Epicor Vantage.

Challenges like attaining 60% reduction in recurring audit fees garnered while bringing all operating units into consistent reporting environment through analysis, selection, and conversion to Epicor Vantage system, were welcomed and successfully completed on a regular basis. Serving in an aerospace company as a CFO, achievements were 50% revenue increase produced by designing and deploying workout plans across production, as well as 29% year-over-year EBITDA growth attained by planning and coordinating initiative to increase production volume and customer base. Other accomplishments were 10% margin improvement realized by acquiring key vendor to improve production and product quality, as well as designing and maintaining executive/ management reporting systems to create streamlined daily, weekly and monthly reporting processes for offsite ownership group.

Shared expertise by raising $5 million of equity to establish company and invest in growth stage companies. Acting as a CFO, led completion of 6 reverse merger transactions with selected operating companies to acquire public status by managing completion of audits and completing required state registrations. Other duties were preparing and presenting business plans and forecasted financial statements to future investors for secondary public offering resulting various financing amounts for companies.

Would a detail-oriented chief financial officer (CFO) who worked in energy solution, software and telecommunications industries fit in your organization? Educational attainment is composed of Bachelor of Science in Mathematics/Computer Science & Economics, as well as Master of Business Administration in Management Information Systems, Finance & Operations Management. The individual also finished Executive Education (Graduate School of Business Administration). Software skills involve Epicor Vantage and HTML5.

As CFO consulting for various companies, tasks involved modeling business plans and various strategies (pricing, timing, markets, revenue ideas, cost, equipment, manufacturing) for outsource vs. in-house, as well as setting up business infrastructure and establishing accounting policies/procedures for HR, facilities and IT. Achievements included managing analysis and due diligence of 3 acquisitions, as well as obtaining over $100M in debt and equity financing. Also, negotiated and secured subcontractor agreements resulting in the award of a military contract, as well as successfully negotiated a $3M research and development grant for fuel cells. Moreover, led process improvements, staff development and policy implementation to increase ownership and enhance employee competence for cross-functional responsibilities.

Shared expertise by leading the financing efforts through three rounds of venture capital and business partner financing totalling more than $25M, government technology programs totalling more than $20M and secured a line of credit for manufacturing equipment financing. While employed in an energy company, this CFO was instrumental in developing company business strategy; managed operating plans and reporting, investor relations, human resources, legal and information systems, including implementing Epicor Vantage ERP software.

How can a chief financial officer (CFO) with experience working in manufacturing, aerospace and metal industries help your organization? Educational attainment is composed of MBA (Financial Management) and BS Business Administration. ERP system skills involve hands-on experience in implementing Epicor Vantage ERP system. Other software experience includes SAP, Syteline and Manage 2000.

Working with challenging issues such as achieving goal in the first full fiscal year with a $7 million improvement in operating income, as well as reducing customer claims by $1.8 million over 2-year period were part of this specialist’s work experience. As a CFO in a metal fabrication company, achieved 25% reduction in plant workforce over 2-year period through metrics and continuous improvement. Some accomplishments involved reducing force at SG&A level resulting in $1 Million in savings, implementing Epicor Vantage ERP system, as well as participating in financial due diligence of several acquisitions/acquisition candidates.

With a “can do approach” in the area of formulating operating budgets and strategic plans, as well as analyzing, approving and monitoring engineering development programs that included projects valued up to $5 Million. While employed in an aerospace company as a CFO, authorized all bid proposals and capital expenditures, realized cost savings of $.5 Million annually by off shoring specific assembly operations, as well as participated in senior management team that was responsible for planning and launching consolidation of two sister companies into the facility. Furthermore, improved internal controls through the design and implementation of an authority level matrix.

Would hiring a chief financial officer (CFO) with work experience in electronics, aerospace and media industries help meet the needs of your organization? Educational attainment is composed of AA Business, BS Finance & Accounting, and MBA (Executive Financial Management). Technical knowledge consists of Epicor, Hyperion, NetSuite, Sage MAS 90/200/500, MAPICS, Macola, Oracle, JD Edwards, and JobBOSS.

Acting as CFO in a surveillance systems company, assisted in growing the business to $100M Sales in 24 months, as well as improved both operating profit margins and inventory efficiencies. Some of the tasks were installing new $9M line of credit to support asset growth, installing departmental budgets across the company, as well as creating new cash management & treasury visibility tools. Other duties were creating, establishing, launching new subsidiaries, as well as restructuring finance & accounting department.

While working for an aerospace company as a chief financial officer, led successful ERP systems change from JobBOSS to Epicor, as well as improved both operating profit margins and inventory efficiencies. Key duties were restructuring all G/L and financial reporting for the business, re-negotiating two new long term facility lease arrangements, as well as re-capitalizing the Fixed Assets of the business. Additionally, secured new revolving line of credit (non-formula based ABL) with a bank, as well as developed all new financial reporting for the business online with Epicor.

Could the future success of your organization be helped by this chief financial officer (CFO) who worked manufacturing, food and telecommunications industries? Educational attainment is composed of MBA, Finance and Healthcare Administration. Professional certifications involve Certified Merger & Acquisition Advisor (CM&AA). Technical skills involve Epicor ERP, Great Plains, Hyperion and Oracle.

Contributed to the organization’s success by serving as key contributor in the company sales process including financial modeling, confidential information memorandum, buyer presentations, acquisition due diligence and post-closing integration. Acting as a chief financial officer in a manufacturing company, outsourced all human resource functions enhancing service and response time and saving $250K+. Key duties were executing China joint venture financial modeling, participated in partners’ meetings, instituted foreign exchange (F/X) flows to fund capital and operational needs to meet tight deadlines. Also, managed and led Epicor Vantage ERP implementation, as well as matched available resources with the needs of the organization, including training and equipment, in order to achieve established goals.

Supported organizational goals by executing a facility shutdown without disrupting operations with $1.2MM in savings, as well as collecting $350K from government 3 years in arrears due to inadequate controls. Acting as a chief financial officer in a magnetic products company, achieved ISO 9001 certification by documenting key processes in functional areas, as well as accelerated cash to cash cycle by 15 days avoiding use of revolver line of credit. Furthermore, led a cost savings initiative, harvesting annualized $3.5MM.

Would hiring a controller with experience working in environmental services, entertainment and business services industries help meet the needs of your organization? Educational attainment is composed of BS Accounting, minor in Economics. Software expertise consists of Epicor ERP (Vantage), Microsoft Dynamics GP and Oracle. The professional is a Certified Public Accountant (CPA).

Acting as a controller in an environmental services company, was responsible for all aspects of finance, accounting, human resources and purchasing by focusing on creating processes that would enable the business to grow, as well as created management reports to better monitor sales, order and salesperson performance. Part of the job was to implement policies and procedures to ensure consistent application of accounting principles and provide accountability. Additionally, formed an accounting department that was a resource for the entire company.

While working for an entertainment company as a controller, responsible for all aspects of accounting and human resources, including monthly close, preparation of various tax returns, and monthly financial statements. Some of the tasks were maintaining accounting and tax records for up to 12 complex entities, including trusts, non-profits and international companies. Also, created standard work papers to create efficiencies in preparing tax returns, as well as prepared and analyzed annual budgets and 5-year strategic plan. Acting as a controller in an energy company, was responsible for converting accounting software from QuickBooks to Epicor ERP (Vantage).

Could the future success of your organization be helped by this controller with experience working in aerospace, food and energy industries? Educational attainment is composed of BS (EEE) and MBA (Finance). Technical knowledge consists of Epicor 9, Epicor Vantage, Epicor Vista, Sage MAS 500, Sage MAS 200, JD Edwards, ADP, Hyperion and Crystal Reports. This professional has over fifteen years of experience in Controller & Director of Finance roles.

Contributed to the organization’s success by supporting due diligence for sale of a division engaged in the manufacture and supply of fittings for the aerospace industry. While employed in an aerospace company as a controller, managed forecasting, budgeting, financial reporting, month end close, Hyperion & HFM financial reporting. Other duties were serving as finance functional lead for ERP upgrade from Epicor Vista to Epicor 9, as well as managing the ERP upgrade lead transition, managing the ERP vendor relationships, largest customer’s expectations and communications related to the upgrade. Additionally, negotiated savings of $175K at end of lease buyout for manufacturing equipment, resulting in monthly lease expense of $21K replaced by monthly depreciation expense of $8K.

Supported organizational goals and objectives by managing budgeting (related planning, integrating sales & production costs/capacity/forecasts, cap ex plans, SG&A). While employed in a food company as a controller, collaborated with all departments to develop & routinely update the supporting details for the annual budget & its periodic updates. In addition, managed accounting department team of eight, as well as identified need for business analyst role to support financial, sales & operational reporting, defined role, hired on contract later converted to regular.

Is impacting your organization with a controller who worked in business services, manufacturing and printing industries a current business consideration? Educational attainment is composed of Bachelor of Science in Business Administration, major in Accounting. Technological skills involve Epicor, HCHB, JustWare, iSolved, ADP, Abra, UltiPro, QuickBooks and SAP SuccessFactors.

While employed in a business services company as a controller, worked as part of a collaborative team to design, architect and implement a new ERP system that consolidated the company’s multiple systems into one, which allowed for real-time access to the events within the company. This professional restructured organization to provide employees and management with clear lines of responsibility and reporting hierarchies, as well as developed short-term recruiting and training strategies to address organizational weaknesses. These strategies have increased employee engagement and in turn decreased 90-day employee turnover by 30%. Additionally, streamlined accounting processes to produce accurate and timely monthly financials by the 6th workday of every month, as well as restructured and created new processes for collection department resulting in $153k in additional fees/revenue within first 12 months.

Part of the job as a controller in a manufacturing company was to lead multi-site implementation of enterprise software (Epicor Vantage) for quoting, order entry, planning, engineering, manufacturing, purchasing and accounting. In addition, led management team through strategic planning processes, as well as managed financial analyses and reporting activities including days of inventory, days of receivables, income statement preparation and profit and margin analysis. Furthermore, developed budget and forecast processes, as well as established cash planning reports to provide an 8 week outlook for cash availability.

What contributions could a controller with experience working in food, manufacturing, retail and real estate industries bring to your organization? Educational attainment is composed of Certificate in the Theory of Accountancy (Accounting and auditing major), with Qualified Chartered Accountant status. Computer proficiencies involve Epicor Vantage, SAP, Sage MAS 500, MS Dynamics Great Plains, FRx, QuickBooks Pro and Peachtree/Sage 50.

Challenges like stabilizing and measuring product gross margin and EBITDA, as well as implementing controls to measure the efficiency of the manufacturing operation were successfully completed on a regular basis. Serving as a controller in a food company, provided monthly operating reports to management, as well as supervised financial accounting department, accounts payable, accounts receivable and payroll functions. Additional responsibilities were preparing operating budgets, projections and cash flows.

As consultant, had assignments for a food manufacturing company, medical device manufacturer doing a conversion to SAP and served as cost accountant for an aerospace company using Epicor Vantage software. In another food company, shared expertise by managing month end closing, preparing reports for management, as well as analyzing operating results and providing explanations for Direct Labor, Variable and Fixed overhead variances. This plant controller developed the annual operating plan in conjunction with the production department, as well as supervised the preparation of the annual budget as well as periodic budget updates. Furthermore, analyzed plant activities to determine optimum operating efficiencies and opportunities to reduce unit costs.