Below are the 7 Controllers & 6 CFO’s with JD Edwards & other systems experience. The Thor Group® provides CFO’s & Controllers on a consulting, contracting, interim or direct hire basis.

Does a controller with experience in professional services, engineering and software industries, as well as knowledgeable in JD Edwards EnterpriseOne, JD Edwards World and QuickBooks pique your interest? Technical knowledge includes JD Edwards (JDE) EnterpriseOne (E1), JD Edwards World, QuickBooks, Deltek Advantage, Deltek Vision, Peachtree/Sage 50, MS SQL and MS Access. Educational background includes BS in Accounting. The individual is certified in use of JDE Financial, Billing, Job Cost, Work Order, Time Entry modules and Report Development Tools.

Major responsibilities of this controller included upgrading the computer software, as well as improving report and functional processes to default information at entry instead of having to review past information. Key roles covered managing monthly/quarterly forecasts and annual analysis to achieve desired profit/loss, in addition to reducing the billing time thus improving cash flow with system upgrades and process improvements. Reducing processing time and expense for payroll/ tax processing was done through the promotion of more direct deposits, ACH transactions and eliminating wire transfers. Reducing time for annual and semi-annual CPA compilations through early document preparation and elimination of duplication was one of the positive experiences brought to the business table.

Duties in other jobs involved providing functional expertise for application support and user training of JDE World and JDE E1. The job covered developing custom report matrix and determining the need of existing JDE World reports for development in the new system. Handling all ERP training, developing classes and training users in hands on sessions thus reducing the need and expense of outside consulting resources were done. Areas of expertise included day-to-day accounting, payroll, payroll taxes, human resources, risk-management and cash management functions.

How can your organization gain an advantage with the help of a controller with work background in a managed care service provider and a healthcare network, as well as skilled in JD Edwards, PeopleSoft and Sage 300 ERP? Technical skills cover JD Edwards, PeopleSoft, Oracle, Sage 300 ERP, Great Plains, Sage Timberline, QuickBooks, Workday Financials, Navision and Yardi Voyager. Educational attainment includes B.S. in Business Administration, major in Accounting.

Main functions of this controller involved preparing accurate, timely financial statements, including consolidations for ten separate legal entities, managed healthcare, property management and employee leasing. Serving as lead to successfully convert all accounting functions from JD Edwards to Sage 300 and supervising the accounting team of 3 were some of the duties. Other roles covered establishing and documenting accounting procedures as they pertained to the new software.

One of the notable tasks in another job included reconciling the main checking account and multiple sources of cash generation from multiple entities. Responsibilities consisted of preparing and posting complex journal entries for all hospital and corporate owned physician practices utilizing HEFM applications primarily related to cash receipts and accounts receivable. Balance sheet reconciliations and analyzing financial variances from budget were efficiently carried out. Processes were streamlined for retrieving financial information from remote locations.

Could the future success of your organization be helped by this controller with experience in construction and professional services industries, as well as proficient in JD Edwards and Sage 300/Timberline? Technical competencies involve JD Edwards, Sage 300/Timberline and Sage Master Builder. Educational background includes Bachelor of Arts in Business Administration and Diploma in Computer Accounting.

Important contributions of this controller included full accounting cycle management within Sage Master Builder software including general ledger, accounts payable, accounts receivable, payroll, job cost, equipment control, month-end closing, budgeting, forecasting and financial reporting. Establishing estimating procedures that bid off costs with overhead and profit margins clearly defined within job proposals was part of the job. This individual worked as IT manager in charge of all information technology purchases, set-up, repairs and software training for all employees. Assistance was provided in estimating department with blueprint analysis, bid preparation and quantitative take-off on Sage Master Builder and Microsoft Excel software.

Key roles in other jobs involved developing a three-month strategic plan to convert the accounting software from Sage BusinessWorks to Sage Timberline with minimal consulting assistance and cost. Relying upon previous experience with JD Edwards implementation was done to effectively set-up and maintain the following modules: General Ledger, Job Cost, Accounts Payable, Project Management and Payroll. The individual authored a portion of a previous employer’s JD Edwards project manual, including units/quantity entry, tracking, importing/exporting date, unit cost analysis report and media object attachment features. Expertise in job cost, accounts payable, accounts receivable and procurement modules of JD Edwards was developed. Areas of competency included general ledger reconciliation, job cost analysis, server/software maintenance, and employee benefit administration.

What can a controller with work background in construction, professional services and manufacturing industries, as well as specialization in JD Edwards E1, JD Edwards OneWorld and SAP bring to your organization? Technical specializations involve JD Edwards E1, JD Edwards OneWorld, SAP, QuickBooks, Crystal Reports and CAD. Educational attainment includes Master of Business Administration in Finance and Bachelor of Business Administration.

Working with areas such as developing the corporate strategy, business plan, acquisition strategy, preparing forecasts and overseeing cash flow were part of this controller’s work experience. One of the duties covered implementing the corporate office administration, accounting, finance, payroll, HR, logistics, MIS, sales, procurement and production. Pioneering the accurate business start-up, through infrastructure development and diligent business process was one of the major accomplishments, along with reducing implementation costs and increasing profit margins. This individual directed the $1M annual operating budget process from the original business plan to final approval. General administrative functions of a $10M manufacturing plant were managed.

Responsibilities in other jobs consisted of developing and implementing the strategic program for business management, restructuring accounting, finance, HR and IT/MIS. Other functions involved planning, launching and managing the implementation of JD Edwards (JDE) EnterpriseOne Oracle financial management system. Tasks covered leading initiatives for corporate cost reduction, resulting from improving job performance by redesigning departmental activities or procedures, eliminating redundant systems, operations and staff. Financial targets were exceeded through fiscal management, budgeting, forecasting, product cost analysis, expenditure control and corporate tax. Revenue was boosted from $7M to $10M through expert profit-loss (P&L) analysis, implementing operational, human resource and partnership modifications to maximize returns-on-investment (ROI).

Could your organization use a controller with experience in manufacturing, petroleum and professional services industries, as well as knowledgeable in JD Edwards, Oracle and SAP? Technical proficiencies cover JD Edwards (JDE), Oracle, SAP, Sage Fixed Asset and Access. Educational background includes Bachelor of Science Degree in General Business with a minor in Finance.

Primary tasks of this controller included managing all financial transactions/statements and approving the authorization for expenditures on capital assets. Aside from maintaining AFE balances in ERP system in CIP account, capitalizing them upon completion was also carried out. They were also added to fixed asset listing in Sage as well as the beginning the depreciation for tax, internal and state calculations. Cost amortizations were analyzed, and schedules were created. Key roles covered evaluating and working up rental rates for high level customers. Month end duties covered reconcilements, journal entries, evaluating and explaining material variances on the P&L as well as balance sheet. Uploading trial balance into BPC (similar to Hyperion) and comparing to budget/ forecast were completed.

Challenges like reconciling COGS departmental expenses on a monthly basis as well as writing over 200 Showcase and NOETIX queries for pulling JDE or Oracle data, while still writing them as situations arose were successfully completed. This specialist was also responsible for daily AR interface from JDE to Oracle and reconciling the two systems, working closely with IT to make sure items that do not make through the interface were corrected and resubmitted. Functions consisted of maintaining the cross-reference table to ensure that all items in JDE were mapped to the correct Oracle account and adding new cross items for new accounts.

How can your organization gain an advantage with the help of a controller with background working in manufacturing, chemical and pharmaceutical industries, as well as skilled in JD Edwards OneWorld, SAP and QuickBooks? Technical competencies involve JD Edwards OneWorld, SAP and QuickBooks. Educational attainment includes BBA and MBA. This individual is a Certified Financial Consultant (CFC).

Main functions of this controller included general accounting, cost accounting, accounts payable, GAAP and Sarbanes-Oxley compliance, as well as financial reporting, annual operating plans or forecasts. Contributions included decreasing inventory cycle count adjustments from 15% to less than 5% in three months and improving operations’ forecasting accuracy from an average of 10% to less than 3%. This specialist implemented period financial reviews, utilizing all finance team members, to inform operations management leadership. Forecast tools were developed and implemented to allow the operations managers to easily calculate labor cost or material cost variances based on production schedule and performance. Key metrics and cost analytics were introduced leading to lowest cost producer in the supply chain.

Notable contributions consisted of realizing $395K cost reduction and slashing implementation time by 4 months through reengineering of implementation strategy for JD Edwards third party manufacturers. An additional duty involved leading the global JD Edwards financial implementation team for the company. Other achievements included leading the successful due diligence phase of a $55M Brazil acquisition, integration planning for operations, IT systems and assets, analyzing the acquisition economics and preparing presentations to the board for approval.

Would a controller with experience in construction, real estate and financial services industries, as well as proficient in JD Edwards and PeopleSoft Accounting help your organization achieve greater success? Technical specializations cover JD Edwards, PeopleSoft Accounting, Builder360, Lotus Notes, and MarkView 170. Educational background includes B.S. Business Administration, Accounting & Finance concentrations.

Making a positive difference with maintaining the general ledger, adding/editing accounts and administering the cost center structure in JD Edwards were some of the key focuses. Responsibilities covered generating monthly financial statements in accordance with GAAP and facilitating the annual audit with an independent accounting firm. Reviewing and approving accounts payable invoices or addressing book records, as well as scheduling disbursements and mailing checks were efficiently handled. This individual cooperated with the forecasting team as well as provided historical actual expenditures and unrecorded liabilities to be incorporated into forecasts or budgets. Monthly project cost summary reports and various cash flows were prepared. A monthly review session was hosted to directly address questions from the lender and partners.

Notable skills included coordinating with the loan servicer to monitor loan draw funding each month, tracking the detailed cash activity, segregating working capital, property management funds, equity contributions and loan draws. Functions covered compiling property tax notices and preparing remittances to county. Support was given during debt restructure negotiations, and updates to forecasts supporting the monthly forbearance agreements were provided. Other tasks covered independently calculating unpaid interest incurred, managing delinquency communications with vendors and tracking loan related expenses for each lender and borrower party. Core competencies included project management, departmental budgeting, process re-engineering and internal controls development/maintenance.

Does your organization require the expertise of a chief financial officer with work background in real estate, utilities and manufacturing industries, who is adept in JD Edwards? Technical knowledge involves JD Edwards and IBM AS/400. Educational attainment includes Bachelor of Business Administration (major in Accounting, minor in English). This individual is a Certified Public Accountant (CPA).

One of the important contributions of this chief financial officer included developing a business model for a start-up company within the deregulated retail electricity industry. The company obtained $9.5 million in gross revenue during its first year in business. The business model was presented to potential lenders and investors with an emphasis on risk-minimizing controls that included: back-to-back supplier-customer contracts, insurance for customer contracts, automatic bank debit of customer receivables via electronic funds transfer (EFT), and bank escrowed lock-box on all receipts/ disbursements. This individual authored various pro-forma financial projections, risk assessment and customer default analysis models for lenders, investors and insurers. Developing a financial forecasting model that produced full financial statements such as balance sheet, income statement activity, direct method cash flow and supporting schedules was also completed.

Functions in other jobs involved providing business solutions and conversion oversight for the development or implementation of a fully integrated financial reporting system using the JD Edwards software. The design and implementation issues included chart of accounts creation, lines of business reporting, account balance transfers, system testing, automatic accounting instructions, and integration of various software modules. Areas of expertise included financial reporting, partnership consolidations, financial analysis, general accounting, financial planning, controllership functions, financial modeling, cost accounting, internal controls and due diligence.

What can a chief financial officer with experience in business services, manufacturing and food industries, as well as specialization in JD Edwards, Hyperion and Oracle do for your organization? Technical competencies consist of JD Edwards, Hyperion, Oracle, QuickBooks, Cognos and Lotus. Educational background includes MBA in Finance and BBA in Finance (minor in Economics and Sociology).

Key roles of this chief financial officer were composed of overseeing and managing accounting, pricing, HR, risk and underwriting, customer support, office management, support sales, tech support, marketing and IT. Duties involved working closely with the CEO on key strategic decisions/ operations tactics, in addition to preparing, sending and discussing monthly reporting packages with CEO and chairman. Other tasks covered creating and maintaining net income reporting that aided with portfolio management by providing profitability at a vertical and merchant level. Additionally, this reporting aided the sales force in targeting profitable merchant types as well as which types to avoid, which reduced financial risk by 85%.

Other functions included initiating and restructuring sales coding for the product division after multiple acquisitions led to many JD Edwards sales coding issues. This change ensured accuracy and ease of sales reporting, which reduced the number of inquiries by other Cognos users. The job covered working with IT on testing and validation of many reporting/ application changes in Cognos and JD Edwards. Core competencies included cash flow management, financial reporting, month/year-end close, sales/expense analysis, forecasting, budgeting, process improvement, variance analysis and capital asset management.

How can a chief financial officer with background working in restaurant and manufacturing industries, as well as knowledgeable in JD Edwards, SAP and Great Plains fit within your organization? Technical specialties cover JD Edwards ERP System, SAP, Great Plains and IQMS. Educational attainment includes BS Accounting/Finance as well as Marketing (minor in Spanish).

Major duties of this chief financial officer included overseeing all accounting functions through 17 locations with revenue of $54 million, as well as handling daily P&L, forecasting, and cashflow. Apart from managing the daily accounting functions, a team of accountants was also managed in the corporate office. Cashflow was overseen and the availability of funds or projections were planned. Cash investments, new store developments and construction build outs were overseen. Other tasks involved handling the current banking needs or financial strategies for increased growth while managing the IT department and current developments (4 techs and director of IT). Growth, expansion and future development was part of the job, along with overseeing the strategic planning of various needs.

In another job, this specialist was responsible for all accounting functions including P&L production, budgets and forecast. Contracts, pricing and lease agreements were negotiated. Cost procurement for various restaurants was completed. Apart from refining contracts, an additional role consisted of reestablishing rates to a more competitive pricing structure within all vendors spend categories. Leading franchisees in change with vendors and setup were carried out, along with communicating with all restaurant executive management. Income statements and scorecards were analyzed. Maintaining the corporate tracking system and ensuring professional relationships with all clients were skills brought to the table.

Does a chief financial officer who is skilled in JD Edwards, SAP and Hyperion Essbase, with work background in retail, consumer products and manufacturing industries pique your interest? Technical knowledge includes JD Edwards, SAP, Hyperion Essbase, Cognos, RLM and GCS. Educational background includes MBA, Masters in International Management and Bachelor in Business Administration. The individual is a Certified Internal Auditor (CIA).

Primary functions of this chief financial officer included driving the 1st sale US customs protest to apply import duties based on the 1st sale principle and fostering the new configuration of the logistics to reduce time to market and decrease landed cost. Aside from overseeing the legal matters for the US – retail matters with liens, renegotiation of lease terms and web compliance (ADA cases) were also efficiently handled. Cash flow management was improved, with a more accurate planning, more efficient cash flow disbursement (move to EFT) and rationalized banking function. Contributions covered optimizing the credit payment processing pairing compliance (PCI) with high customer experience during the payment processing and restructuring the team providing backup of the functions (resources/systems) in order to guarantee minimal disruptions.

Another job covered developing a common financial report synchronizing the different formats across the parties on a user friendly retrieve mode. This project enhanced the accuracy and completeness of the accounts mapping across information systems (JD Edwards, Cognos, Syrus). The financial planning was improved by correcting inadequate design configuration, improving visibility and data integrity. Key roles involved driving a culture of automation of business processes, which increased the speed on the financial data generation, from 1 day to equal or less than 5 minutes.

What can your organization gain with the help of a chief financial officer who is proficient in JD Edwards, SAP, Oracle and Hyperion with experience in real estate, manufacturing and entertainment industries? Technical skills cover JD Edwards, SAP, Oracle, Hyperion, GASS, PDI, GEAC, SUN and TMI. Educational attainment includes Bachelor of Business Administration (Finance).

Main duties of this chief financial officer consisted of handling all finance and accounting roles, as well as researching and completing all necessary paperwork to register the new company with the proper state/ federal agencies; all state and federal accounts were setup online. Functions covered moving all state and federal reporting to online methods while performing all monthly, quarterly and annual state as well as federal reporting duties for two separate companies. This specialist selected and implemented the new accounting system and created the chart of accounts. The job covered implementing and performing all accounting entries and reporting including revenue, cost of sales, cash and accrual entries, depreciation and amortization entries along with all associated franchise entries.

Notable tasks in another job included preparing and analyzing the monthly financial board pack. Key roles involved extracting ad hoc reports from JD Edwards for use in providing meaningful financial information, in addition to consolidating annual budgeting and quarterly reforecast process. Other duties included presenting monthly, quarterly and yearly forecasts to relevant personnel in finance/ sales, along with cash flow forecasting and variance analysis. Managing and setting up new accounts in JD Edwards were also completed. The ability to work in a high paced environment with very short deadlines was applied. Other expertise included accounts reconciliation and analysis.

Could the future success of your organization be helped by this chief financial officer with work background in recreation, manufacturing and IT services industries, as well as adept in JD Edwards, SAP and Oracle? Technical competencies involve JD Edwards, SAP, Oracle, Hyperion Essbase, Salesforce, Access, Cognos and SAS. Educational background includes Bachelor of Business Administration with major in Accounting, Management and Organization.

Responsibilities of this chief financial officer included managing the manufacturing and sales of high-end custom kitchens or baths. This unique opportunity eventually led to owning the company. This individual drove a double-digit growth with breakthrough and value propositions that has driven four-fold revenue growth in 2 years.

Other jobs involved serving as business partner and advisor to the division vice president and general manager with direct reporting to the VP of finance, as well as managing profit/loss objectives and all financial/controllership functions for the entire division. Recognition by peers, partners and senior leadership was obtained for creating financial systems, structures, processes and management reporting that supported or facilitated record revenue growth (+$60m), profits/ market share gain and positioned the division for future growth. Leading a comprehensive budgeting process ($300m budget) with focus on revenue/ share growth strategies, investments/ disinvestments, capital/ expense prioritization, manufacturing efficiencies and cost-out projects was part of the key roles. Immediate savings of 5% was obtained. Leading the successful implementation project of new ERP software (SAP to JD Edwards) resulted in immediate +$5m in division back-office expense reductions. Other specializations included P&L management, financial management, financial reporting, financial controls, strategic planning, financial strategy and budget/forecasts.