Below are the 9 CFO's with MS Dynamics Great Plains & other systems experience. The Thor Group® also provides financial/accounting leaders with your industry, MS Dynamics GP/365 & other systems experience on a consulting, contracting or direct hire basis.

Select the Title Links for Additional Information on Each of These 9 CFO Summaries

1. CFO, Helped Secure Equipment Loan, Lease Line & Line of Credit with Bank, Improving Financial Flow by USD 300,000 Annually. Experience in Food, Restaurant & Professional Services Industries. Used Microsoft Dynamics GP, Intacct, NetSuite & Epicor.

2. CFO, who Reduced AR from USD 5.2M to USD 4.2M with 50% Growth in Volume, as well as Managed Financial Flow & Reduced Accounts Payable. Worked in Mental Health, Medical Center & Healthcare Facility. Utilized MS Dynamics GP, MS Dynamics CRM & ADP.

3. CFO, who Initiated Software Upgrade from QuickBooks to MS Dynamics GP & Created Support for Corporate Tax Preparation. Worked in Semiconductor, IT Services, Electronics & Accounting Services Industries. Used Microsoft Dynamics GP & QuickBooks.

4. Chief Financial Officer, who Automated the Financial Statements of the Three LGL Vehicles into Microsoft Dynamics GP. Experience Working in Food and Financial Services Industries. Utilized MS Dynamics GP, QuickBooks & Hyperion.

5. CFO, Responsible for Setting Up the Policies & Procedures to Make a Stagnate Company Continue on its Past Growth Pattern. Experience Working in Construction Industry. Utilized MS Dynamics GP, FRx, Peachtree, QuickBooks & Kronos.

6. CFO, Supported Multiple Owners for 5 Companies with Various Presentations & Financial Modeling for Businesses. Work Experience in Manufacturing, Industrial & Financial Services Industries. Used Microsoft Dynamics GP, NetSuite, Oracle & SAP R/3.

7. CFO, Provided Successful Turn-Around Services & Resolution for Distressed Companies, as well as Reduced Auditor Adjustments from Excessive to Zero. Worked in Consulting & Property Maintenance Industries. Utilized MS Dynamics GP, SAP & ADP.

8. CFO, Opened 15 Restaurants while Expanding Revenue from USD 10M to USD 20M Over a 10-Year Period. Experience Working in Hospitality, Construction & Consulting Industries. Used MS Dynamics GP & QuickBooks.

9. CFO, Worked with Bankers to Institute a New Line of Credit & Continue to Manage the Company’s Relationship as well as Reporting Requirements. Worked in Catering Services & Financial Consulting Industries. Utilized MS Dynamics GP, QuickBooks & Sage.

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ID #: KC2767128

CFO, Helped Secure Equipment Loan, Lease Line & Line of Credit with Bank, Improving Cash Flow by USD 300,000 Annually. Experience Working in Food, Restaurant & Professional Services Industries. Used Microsoft Dynamics GP, Intacct, NetSuite & Epicor.

Would hiring a CFO with experience working in food service, restaurant and consulting industries help meet the needs of your organization? Educational attainment is composed of Bachelor of Science-Commerce, Accounting and MBA in Finance. Professional certifications involve CPA. Software skills consist of Microsoft Dynamics Great Plains, Intacct, NetSuite, Platinum (now Epicor), Timberline (construction) and QuickBooks.

Acting as a CFO in a food service company, managed two direct reports in charge of accounting, HR and payroll. Also, served as a member of senior management team that leads the company’s strategic direction. Some of the tasks were managing bank relations, corporate benefits and business insurance programs, as well as managing outside auditors and tax team. Other duties were cleaning up balance sheet and put in place financial controls, which returned the company to profitability. This allowed the company to secure new bank financing, increasing liquidity and working capital. Additionally, upgraded the financial reporting system, improved the monthly closing process to five business days and provided more timely and accurate information for management.

While working for a restaurant as a CFO, managed three direct reports in charge of accounting, MIS, and purchasing. Part of the job was to act as a member of senior management team that led the company’s strategic direction. Key tasks were managing bank relations, corporate benefits and business insurance programs, as well as managing outside auditors and tax team. In addition, consolidated financial reporting into home office corporate structure, centralizing cash flow and allowing the organization to reduce DPO on accounts payable by 15 days, improving vendor relations. As a controller, helped secure equipment loan, lease line and line of credit with bank, improving cash flow by $300,000 annually. This increased the company’s working capital, allowing for new locations Installed new Microsoft Dynamics-Great Plains ERP system within four months, which helped centralize the corporate structure and improve the timeliness of financial reporting for the restaurant locations.

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ID #: JC16480693

CFO who Reduced AR from USD 5.2M to USD 4.2M with 50% Growth in Volume, as well as Managed Financial Flow & Reduced Debt/Accounts Payable. Worked in Mental Health, Medical Center & Healthcare Facility. Utilized MS Dynamics GP, MS Dynamics CRM & ADP.

Could the future success of your organization be helped by this CFO with work experience in mental health, medical center and a healthcare facility? Educational attainment is composed of BA Accounting and MBA. Professional certifications involve CPA. Software proficiencies involve Microsoft Dynamics GP, Microsoft Dynamics CRM, Microsoft Dynamics 365, ADP Workforce Now, Paycor and QuickBooks.

Contributed to the organization’s success by setting up new non-profit 501c3, as well as setting up 401k plan. While working as a CFO in a mental health facility, worked on grant requests resulting in over $6,000,000 in grants. Serving as a CFO in a physician’s lab, a turnaround situation helped keep the value up while reducing expensing in improving AR. Other accomplishments were reducing AR from $5.2 million to $4.2 million with 50% growth in volume, as well as managed cash flow and reduced debt and accounts payable. This professional brought financial statement prep in house/developed business plan. Additional attainments were working with payers and clients to improve relations, reducing expenses by 5%, as well as managing 12 direct reports.

Supported organizational goals and objectives by reducing outmigration for services from 47% to less than 20%. While employed in a medical center as a CFO, improved patient satisfaction from 41% and definitely would recommend to 62% in one quarter. Furthermore, improved physician satisfaction with administration.

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ID #: SS15199750

CFO who Initiated Software Upgrade from QuickBooks to MS Dynamics GP & Created Support for Corporate Tax Preparation. Worked in Semiconductor, IT Services, Electronics & Accounting Services Industries. Used Microsoft Dynamics GP & QuickBooks.

Is impacting your organization with a CFO who worked in semiconductor, IT services, electronics and accounting services industries a current business consideration? Software knowledge consists of Microsoft Dynamics Great Plains and QuickBooks.

Part of the job as a CFO in an IT services company, managed/directed human resources, accounting, purchasing and A/P, A/R, F/A, G/L accountants and financial analysts. Moreover, initiated software upgrade from QuickBooks to MS Dynamics Great Plains (in Design process when sold). Also, acted as tax manager and auditor liaison, creating support for corporate tax preparation, creating, editing, approving and issuing tax filings and acting as internal auditor. Similarly, worked on Chart Risk Management Assessments and the associated insurance requirements to mitigate risk while still driving business performance and accomplishment. Furthermore, restructured credit facility that doubled the company’s borrowing base and grew with company growth. Aligning the business with a banking partner to focus on the long-term growth of business was carried out.

While employed in a semiconductor company as a CFO, acted as business advisor and decision maker. Some of the tasks were creating financial planning/budgeting, forecasting and actual performance measurement, as well as advising performance improvements and financial restructuring opportunities. Other duties were creating financial strategy for long-term expansion, as well as financially led sales efforts including customer meetings aimed at new business development. Additional responsibilities were directing strategic marketing and investment into existing core field product lines and new geographic regions. Moreover, managed/directed human resources, accounting, purchasing and A/P, A/R, F/A, G/L accountant and financial analysts on 3 continents.

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ID #: RF15627839

Chief Financial Officer who Automated the Financial Statements of the Three Legal Vehicles into Microsoft Dynamics GP. Experience Working in Food and Financial Services Industries. Utilized MS Dynamics GP, QuickBooks & Hyperion.

What contributions could a chief financial officer with experience working in food service, financial services and telecommunications industries bring to your organization? Educational background is composed of Bachelor of Arts (BA) in Economics and Certificate in Multilingual Business & Government Studies and Master of Business Administration MBA in Finance. Software skills include MS Dynamics Great Plains, QuickBooks, Hyperion and Lotus Notes.

Shared expertise by working with the CEO of a privately held pre-IPO start-up financial services company with three legal vehicles specializing in investment and receivables management. While working as a chief financial officer (CFO) in a financial services company, directed the organization’s finance and investment accounting functions to achieve financial goals and grow the firm from a start-up to a mature business. In addition, automated the financial statements of the three legal vehicles into Microsoft Great Plains. Part of the job was to develop financial policies related to revenue recognition in accordance with GAAP and FASB. Similarly, performed capital-raising presentations to investors and venture capitalists. Furthermore, managed relationships with outside auditors, tax planners, lenders and investors.

Challenges like being responsible for the overall financial and accounting performance of the organization were part of this specialist’s work experience. As a chief financial officer (CFO) in a food services company, managed relationships with bankers and auditors, as well as managed funding and covenants. Some of the tasks were overseeing accounts payables, accounts receivables, collections, inventory control, fixed asset and lease tracking. Additionally, worked with senior management to develop the financial roadmap and accelerated growth strategy for the company’s 3-5-year plan.

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ID #: KM15987094

CFO, Responsible for Setting Up the Policies & Procedures to Make a Stagnate Company Continue on its Past Growth Pattern. Experience Working in Construction Industry. Utilized MS Dynamics GP, FRx, Peachtree, QuickBooks & Kronos.

Would it be beneficial for your organization to employ a CFO with experience working in construction and cabinetry industries? Educational background is composed of Bachelor of Business degree in Accounting, Major in Accounting and Minor in Computers. Computers/software skills involve MS Dynamics Great Plains, FRx, Solomon, Platinum, Peachtree, QuickBooks Pro, Quattro Pro and Kronos.

Serving in a construction company as a CFO, was responsible for big picture to manageable short-term direction of company. Define and create key metrics to allow the executive management team to understand how the company compares to its industry. Some of the tasks were re-designing and controlling company financials and department P&Ls, as well as developing and implementing annual 5-year rolling financial forecast and budgets for bank facilities. This executive put together monthly financial package for executive team, as well as designed internal controls to permit for the best possible utilization company financial stability. Key accomplishments were shaping and implementing dashboards and financial tools that allow management to understand their departments and control all activities that impact them. Also, expanded the company and San Diego markets and obtained $3.5 million in new HOA market.

As a CFO in another construction company, responsible for setting up the policies and procedures to make a stagnate company continue on its past growth pattern. Other duties were defining and creating key metrics to allow the executive management team to understand how the company compares to its industry. Other duties were re-designing and controlling company financials and department P&Ls, as well as developing and implementing annual 5-year rolling financial forecast and budgets for bank facilities.

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ID #: BD2314562

CFO, Supported Multiple Owners for 5 Companies with Various Presentations & Financial Modeling for Businesses. Work Experience in Manufacturing, Industrial & Financial Services Industries. Used Microsoft Dynamics GP, NetSuite, Oracle & SAP R/3.

Would a detail-oriented CFO with work experience in manufacturing, industrial and financial services industries fit in your organization? Educational attainment is composed of Bachelor of Business Administration Degree with Accounting & Finance Double Major, as well as Masters of Business Administration Degree. Software skills involve Microsoft Dynamics GP, NetSuite, Oracle, SAP R/3 System (Apollo Production), Lawson Software, PeopleSoft and QuickBooks.

Some accomplishments included supporting multiple owners for 5 companies with various presentation and financial modeling for all businesses. While working as a CFO in a manufacturing industry, created reports to manage, monitor and provide decision making for sales, manufacture cost, payroll and expenses. Also, reviewed and analyzed data to compare actual vs budget/forecast to provide commentary and variance detail. Key task was managing monthly, quarterly, and end of year closing. Moreover, worked with all management team across the company to ensure customer response time, product development, procurement, collections, and sales are aligned with owners’ objectives.

Shared expertise by assisting CFO in implementing corporate performance management (CPM) tool to streamline all budgeting, forecasting, planning, and reporting from an inefficient process utilizing consolidated Excel worksheets. While employed in an industrial company, as a controller, reported to CFO. Tasks included creating a business intelligence tool within Prophix, working closely with the IT team, for analysis by integrating key operational and customer metrics from proprietary CRM/operations software, in conjunction with the financial information from the Great Plains accounting system. The CFO was assisted in driving updated and accurate calculation and month end accrual process for the most complex financial issue, the management of approx. 3,100 external service centers/vendor network that assisted with on-site compliance.

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ID #: LM15111102

CFO, Provided Successful Turn-Around Services & Problem Resolution for Distressed Companies, as well as Reduced Auditor Adjustments from Excessive to Zero. Worked in Consulting & Property Maintenance Industries. Utilized MS Dynamics GP, SAP & ADP.

How can a CFO who worked in consulting, home fashion and property maintenance industries help your organization? Educational attainment is composed of Bachelor of Science in Accounting and Master’s Degree in Business. Software skills involve MS Dynamics Great Plains, Peachtree/Sage 50, SAP, ADP, QuickBooks, Sage Accpac and SBT TurboTax. Selected quantitative achievements involve utilizing analytical skills, evaluation of current processes, analyzing data and creation of Billing Procedures and Reporting Indicators, and identifying $75k in unbilled revenue within first 2 weeks as CFO.

Working with challenging issues such as identifying sources of financing, preparing extensive loan packages and securing funding were part of this specialist’s work experience. Serving as a CFO in a consulting company, financial competencies consisted of budget forecasting, income & cash flow forecasting and compliance forecasting. Part of the job was to perform pricing analysis and developed revenue-generating initiatives, as well as draft and implement business models. Additionally, provided reporting in “non-accounting/real life” terms for ease of use by management, as well as creating stakeholder and management reporting packages. Moreover, evaluated and selected Software and executed implementation with seamless transitions.

With a “can do approach” in the area of providing successful turn-around services & problem resolution for distressed companies have been career objectives. While working as a CFO in another consulting company, reduced auditor adjustments from excessive to zero by applying GAAP to revenue recognition policies, year-end closing, and expense recognition procedures. In addition, was integral in successful start-up process of several companies. Furthermore, improved both cash flow and profitability in all companies and accelerated financial reporting turn-around to a maximum of two weeks for all companies.

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ID #: JC15729930

CFO, Opened 15 Restaurants while Expanding Sales from USD 10M to USD 20M Over a 10-Year Period. Experience Working in Hospitality, Construction & Consulting Industries. Used MS Dynamics GP & QuickBooks.

Would hiring a CFO with experience working in hospitality, construction and consulting industries help meet the needs of your organization? Software expertise consists of MS Dynamics Great Plains and QuickBooks. Accounting-related areas of expertise involves Financial Statement Development, Tax Returns and Documentation, Banking and Treasury Knowledge, as well as Strategic and Financial Analysis.

Acting as a CFO in a hospitality company, managed eight members of a controller and accounting staff to ensure timely production of financial statements, payroll information, and general accounting procedures. Key tasks were gaining knowledge with payroll taxes, sales taxes, property taxes, and health and property/casualty insurance for a multi-state, multi-concept company. Also, served as controller after departure of previous controller and used Great Plains Dynamics ERP. Additionally, completed internal control walkthroughs and systems development with data flow diagramming and implementation for two system overhauls.

While working for the same company as a CFO, opened 15 restaurants while expanding sales from $10 million to $20 million over a 10-year period. Part of the job was to maintain two units at sales over $3 million per year for more than a decade. Key accomplishments were reducing food costs by 300 basis points in 2012 after reengineering menus, as well as managing fixed asset scheduling and debt instrument classification and scheduling. Furthermore, upgraded central accounting system form IBM System 34 to Unix-based system and later modifications included an SQL database on a Windows-based Microsoft GP Dynamics system with FRx reporting. All changes and controls were documented while ensuring financial integrity.

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ID #: KW15814995

CFO, Worked with Bankers to Institute a New Line of Credit & Continue to Manage the Company's Relationship as well as Reporting Requirements. Worked in Catering Services & Financial Consulting Industries. Utilized MS Dynamics GP, QuickBooks & Sage.

Could the future success of your organization be helped by this chief financial officer who worked in catering and support services and financial consulting industries bring to your organization? Educational attainment is composed of Bachelor of Accounting and Master of Business Administration. Professional certifications include Certified Public Accountant. Technical expertise consists of Microsoft Dynamics Great Plains, QuickBooks, WolfePak, and Sage 100.

Contributed to the organization’s success by hiring, training, and leading an accounting team of four. As a CFO in a restaurant catering services, used accounting software – Microsoft Dynamics Great Plains. Some of the tasks were overseeing the accounting closing process, as well as working with bankers to institute a new line of credit and continue to manage the company’s relationship and reporting requirements with them. Also, performed all treasury functions, as well as created financial reports and analysis for the CEO. Additionally, created and maintained cash flow forecast, as well as supported outside tax preparers and auditors.

Supported organizational goals and objectives by performing all functions of a Controller, CFO, and Business Consultant for our clients in the Phoenix metro area and in the Fort Worth, TX area. Serving in a full-service company as a CFO, directed other controllers and consultants through jobs on a diverse field of clients and industries including healthcare, hotel hospitality, software development, food services, and manufacturing. Furthermore, applied accounting software including Microsoft Suite, QuickBooks, Microsoft Dynamics Great Plains, and Sage 100. Aside from developing excellent business relations with clientele and banking personnel, several hours a week were spent in network marketing for new clients in a variety of fields.

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