Below are the Controllers, 4 Finance Directors & 4 Assistant Controllers with Peachtree / Sage 50 experience. These professionals are provided by The Thor Group® on a consulting, contracting, interim or direct hire basis.

Would it be beneficial for your organization to employ a controller with experience working in retail and restaurant industries? Educational attainment is composed of BA in Business Admin (Professional Accounting). Technological know-how involves Peachtree (Sage 50), APPGEN Software, QuickBooks, Cougar Mountain Accounting Software, FAS fixed asset system training (SAGE), Timberline accounting software training and DacEasy Payroll.

Serving in a retail company as a controller, responsibilities included carrying out P/R, A/R, A/P, O/E, F/A, G/L and financials. Accomplishments involved business growth from 3 Income statements to 7, supervising accounting staff of eight, as well as maintaining with sales growth of $40M to $180M. This professional has led the construction of annual budget, prepared and assisted reporting to Board of Directors, as well as satisfied annual external audit-PWC and Corporate. Some of the tasks were performing month end close duties, bringing P/R back in-house via Peachtree Accounting, as well as maintaining reporting for consolidation. Furthermore, has realized success with development of staff, as well as reported weekly flash P&L forecast.

As a controller in a restaurant, has performed reconciliation and prepared for yearend. Other duties were writing model for CC revenue activity reconciliation, maintaining HR growth, doing payroll set-up on QuickBooks and quarterly taxes, as well as reporting directly to partners/owners.

Is employing a controller who worked in a rehabilitation hospital, a psychiatric hospital and a health system a priority for your organization? Systems background includes Peachtree/Sage 50, Sage MAS 90, PeopleSoft, Great Plains (Microsoft Dynamics), SAP, FRX, ADP Enterprise and Workforce, ERP, ERM, SAP, Cerner, Medik, Kronos, AS/400, Interlink, Crystal Reporting, Statistix, Smartdraw, Blackbaud, Hyperion, and Oracle. In addition to having an MBA, the individual graduated with Bachelor of Science Organizational Leadership and Associate in Science Accounting degree.

While serving a rehabilitation hospital, functions of this controller covered creating long-/ short-range strategic plans, which included development of operational/ capital budgets and ongoing monitoring/ inventory control. One function was preparing forecasts weekly for month/ year-end, cost report, ad hoc and other regulatory reports. Priority was given to communicating with patients and physicians applying Press Ganey training or physician contracting.

The job called for directly overseeing purchasing, HIMS, admissions, accounting, AR, and plant operations. Strategy was monitored and executed to improve operational and clinical KPIs, compliance with CMS and Joint Commission regulations, measure quality data, and perform risk analysis. Tasks also included completing monthly financial close, MOR and analysis. The individual was member of executive leadership team, reporting directly to CEO to keep all abreast of state regulations and changes, communicating plans to ensure operation effectiveness.

Would a detail-oriented controller with work experience in wholesale and import industries fit in your organization? Educational attainment is composed of Bachelor of Science in Accounting. Software proficiencies include Sage 50 for Distribution, RNDC, MicroStrategy, Dimensional Insight, Peachtree Premium, Sage BusinessWorks, Solomon IV (Great Plains), Microsoft Navision, QuickBooks Pro, Pro System fx and Citrix.

Some accomplishments included evaluating the financial programs and supporting information systems of the company to include budgeting, tax planning, real estate, and conservation of assets working under USA GAAP, IAS, and IFRS. As a controller in a wholesale company, has ensured compliance with local, state, and budgetary reporting requirements, as well as prepared financial statements, financial reports, special analyses, and information reports working under US GAAP, IAS, and IFRS. Part of the job was to interact with other managers to provide consultative support for planning initiatives through financial and management information analyses, reports, and recommendations.

Shared expertise by initiating software upgrade to Sage 50 for Distribution from a primarily manual accounting system. While employed in a Spanish wine importer as a controller, was directly responsible for all administrative and financial functions. Some of the tasks were managing day to day finances of this Spanish wine import company as well as having total P&L responsibility for this $24 million company.

How can a controller who worked in manufacturing and distribution industries help your organization? Educational attainment is composed of Bachelor of Science with Accounting emphasis. Skills in accounting applications include Peachtree, MAS 200, OMS, ACCPAC for DOS, and SBT for DOS.

Working with challenging issues such as overseeing four companies’ daily accounts payable transactions, as well as overseeing service department inventories usages and overhead cost have vetted this specialist’s work experience. As a controller in a manufacturing company, has prepared cost and analysis reports/ forecasts, filed quarterly sales & used taxes, as well as managed month-end closing.

With a “can do approach” in the area of supervising daily business transactions, as well as overseeing four external warehouses transactions and inventories control have been career objectives. Acting as a controller in a distribution company, has prepared financial statements, bank reconciliations, and forecasts, as well as maintained accurate Fixed Asset and depreciation for Federal, State Tax Returns and as well as local county Property Tax. Some of the tasks were managing month-end and year-end closing, system data updating, as well as managing in company overall operation; supervising daily business transactions and employees’ training. Furthermore, has performed market research and maintained purchasing contacts with manufacturers.

Would hiring a corporate controller with experience working in legal services and entertainment industries help meet the needs of your organization? Educational attainment is composed of BA in Business Administration and MBA in Professional Accounting. Technical background consists of Peachtree, Great Plains, Platinum, Solomon, Oracle, SAP, Macola, QuickBooks, SBT, Lawson, Expandable, AccPac, Business Works, Infimacs, Skyline and INMASS.

Acting as a controller in a legal services provider, has fulfilled extended consulting engagements, typically in an Interim Controller or other accounting management capacity, with emphasis on project, accounting and financial services. Some accomplishments included seamless transitional management of the finance and accounting functions, financial statement preparation according to GAAP, as well as month-end close with consolidating entries, as required. Also, has performed budgeting, forecasting & strategic planning.

While working for an entertainment group as a corporate controller, directed all finance, accounting and IT activities through the $153 million financing, casino construction and management phases. This individual has developed and maintained SEC reporting including 10Q, 10K, MD&A and several iterations of the 110 page S-4 Registration statement. Other duties were managing annual and quarterly audits with Deloitte & Touche and KPMG, as well as maintaining unique authorization process for all tribal and Cascade disbursements, including cash management, incremental investments and signing checks. Furthermore, has set up new casino construction project accounting system in Peachtree.

Could the future success of your organization be helped by this director of finance with experience working in manufacturing and pharmaceutical industries? Educational attainment is composed of BA in Fine Art, BS in Management Information Systems, BS in Business Operations Management and MBA in Business Management. Regulations knowledge-finance industry includes SBU, SSAP, GLBA, Sarbanes-Oxley Act (SOX), Dodd-Frank, FFIEC and CFPB. Software skills include Peachtree/Sage 50, Smart View Oracle, PeopleSoft and Clarity.

Contributed to the organization’s success by directing the entire operation of the department and participating in executive’s planning meetings. As a director of finance, has led annual $12M+ budgeting and planning process, as well as monitored results, variances, and addressed findings. This professional led by example, directing, training, developing, recognizing, coaching, and addressing all staffs time off requests and performance reviews. Accomplishments involved improving department’s operation and communication by establishing new procedures, as well as reducing organization risk by implementing new employees’ corporate policies and procedures.

Supported organizational goals and objectives by serving as a senior executive advisor in the pharmaceutical industry to analyze/balance annual budget spend. While working in a pharmaceutical company as an executive finance, has analyzed and presented weekly; budget, forecast, actual spend, financial modeling and variances. Furthermore, has consolidated multiple large confidential files in simplified dashboard report for executive meetings.

Is impacting your organization with a director of finance with work experience in food and financial services industries a current business consideration? Educational background is composed of BBA in Accounting. Professional certifications include Certified Public Accountant. Technical skills include Sage 50, SAP, JD Edwards, Hyperion, QuickBooks, Peachtree Accounting, Solomon, Oracle and PeopleSoft.

While employed in a food company as a director of finance, was responsible for performing all accounting, financial processing and payroll activities. Duties included general accounting, internal auditing, cost accounting, financial analysis and forecasting, budget planning, cash flow monitoring, and development of monthly status reports. Some of the tasks were streamlining the execution of month end and year end closing processes by 50% by implementing new tools and processes for financial reporting via Sage 50. Part of the job was to coordinate and direct the preparation of the annual budget and monthly financial forecasts, as well as provide timely financial analysis and forecasting information to Board of Directors.

Part of the job as a director of business management/finance was to manage a staff of 2, supporting $100K operating budget. Other duties were preparing individual and corporate tax returns, as well as performing bookkeeping and consulting activities. This experienced financial manager has proven success in providing fiscal responsibility to meet profit targets. Furthermore, has expertise in financial planning and analysis, strategic planning, budgeting, forecasting and development of financial policies/ procedures.

What contributions could a director of finance with experience working in event services and hospitality industries bring to your organization? Educational attainment is composed of Bachelor of Arts in Business Administration/Accounting. Software applications consist of Sage 50, QuickBooks, QuickBooks Enterprise/Premiere, Microsoft Dynamics SL/GP/NAV, FRx Reports, ReportSmith, Crystal Reports, ADP and Paychex.

Challenges like hiring, training and directing accounting department staff of 6 and developing a capable administrative team to support the company growth were welcomed and successfully completed. This director of finance directed the preparation of monthly, quarterly, and annual financial statements for board of directors including consolidated financial statements and quarterly bank covenant certificates. Also, has helped increase internal controls and efficiency in the accounting department and operationally by introducing the use of additional functions in the existing accounting system to provide improvements in the areas of accounts payable, accounts receivable, cash/check transactions, and account reconciliations.

Shared expertise by recognizing sales increase from $4M to more than $20M annually; obtaining $5M line of credit to finance expansion plans. Acting as a CFO in a hospitality company, has positioned company for sustained growth, increasing sales by $500K and decreasing expenses as well as cash losses by $75K in first year through modification of existing manual systems to computerized point-of-sale and reservations system. This resulted in improved cash handling controls, more detailed and accurate reports, simplified commission calculations, and capturing customer data to effectively focus marketing efforts.

Would it be beneficial for your organization to employ a director of finance and accounting who worked in education and communications industries? Educational attainment is composed of BS in Biomedical Engineering and MBA in Finance and Accounting. Computer skills involve Sage 50/Peachtree, SAP, Hyperion, Essbase, Oracle, Business Objects, COGNOS and QuickBooks.

Serving in the education sector as a director of finance and accounting, has managed financial and accounting operations for a $7M charter school management company, as well as oversaw accounts payable, accounts receivable, internal reporting, budgeting and forecasting. This professional was responsible for 25 schools in two states. Key accomplishments included implementing Sage 50/Peachtree financial software in 3 months, as well as single-handedly completing fiscal year close while implementing new financial software package.

As a manager of finance and analysis in a communications company, has managed financial operations and forecasting for an $85M provider of cable, internet, and telephone service. Part of the job was to oversee vendor and customer accounts, risk management, internal and external reporting, as well as tax documentation. Key accomplishments were increasing cash flow by $600k annually by developing and implementing programs surrounding equipment returns and variable pay compensation initiatives for the collections team. Furthermore, has tested, implemented and trained users on the Sage budgeting and forecasting system, effectively reducing budget cycle time by 4 weeks.

Would hiring an assistant controller with experience working in retail and communications services industries help meet the needs of your organization? Technical skills include Sage 50/ Peachtree, QuickBooks, Great Plains, Medisoft and Soapware. This professional has 10 years of experience in administrative, accounting & medical front office positions.

Acting as an assistant controller in a communication services company, has completed all accounts payable and receivable tasks per request. Some of the tasks were managing and preserving profitability of consulting schedule for firms 20+ marketing directors. This professional has completed smooth processing of all sales orders with 30+ sale directors into internal client records. Also, has monitored sales staff to ensure payment in full of most clients, maintaining less than $3,000 in receivables. Moreover, has accurately recorded sales in accounting software -Sage50, while maintaining customer records & ledgers. Processed invoices while maintaining current, accurate vendor records and ledgers with weekly check run.

While working for a retail company as an executive administrative assistant, has filed any discrepancy or any other miscellaneous issues for 20 regional leaders & all store employees. Part of the job was to perform financial functions, using Great Plains software, including payroll discrepancies for 80+ stores. Furthermore, has maintained reports including sales data, interpreting numerous reports and updating divisional reports.

Could the future success of your organization be helped by this assistant controller with work experience in software services and wholesale industries? Educational attainment is composed of BBA in Accounting, BBA in Management and MS in Human Resource Management/Development. Software skills include Sage 50 Accounting Software/Peachtree, and QuickBooks Enterprise.

Supported organizational goals and objectives by preparing weekly and month-end close financial reports and other informational reports for international parent to include balance sheet, P&L, capital expenditures and liquidity forecast. Serving in a wholesale company as an assistant controller, has processed GL, bank and inter-company account reconciliations, property tax renditions, estimated tax payments, payroll, as well as developed adjusting and allocation journal entries in addition to conducting internal audits.

Contributed to the organization’s success by conducting month-end close and preparing accurate financial statements and reports, as well as cutting time to issue reports from 45 days to 5-10 days. Close included consolidation of three entities (2 international). While working in a software services company as a controller, has processed General Ledger, bank & inter-company account reconciliations, property tax renditions, estimated tax payments, payroll, as well as developed adjusting and allocation journal entries. Also, has developed, improved and maintained accounting processes to ensure accurate & timely GAAP reporting. Moreover, has created new sales order system to ensure timely billing/contract renewal and enhanced forecasts.

Is impacting your organization with an assistant controller who worked in infrastructure and retail industries a current business consideration? Educational attainment is composed of BS in Management, School of Public and Environmental Affairs. Computer program skills included Peachtree, SAP, Stack-it, Foundation and Quantum.

While employed in an infrastructure services provider as an assistant controller, has provided daily accounting duties such as G/L entries, bank reconciliation, LOC reconciliation, the entry and processing of accounts payable of $15 to $17 million in purchases, payroll for 40 and 70 employees depending on the time of year, accounts receivable processing in Quantum and Foundation as well as collection efforts of unpaid invoices, and maintaining the over/under billing schedule. This professional carried out continuous interaction with and provided daily accounting support to the Controller, including daily meetings to create cost saving measures and new practices to implement in order to develop a more lucrative business. Daily additional tasks given by the Controller included schedules to complete for audit preparation, research and analysis of income statement and balance sheet, as well as creation of new financial analysis reports.

Part of the job as an assistant controller in a concrete products company was to perform AR/AP/Payroll duties. This included preparation and collection of invoices, data entry and payment of payables, processing of payroll of 30-40 employees through Paychex payroll service, customer and vendor account reconciliations within Peachtree, as well as commission calculations using Excel.

What contributions could an assistant controller with experience working trucking and construction industries bring your organization? Educational background is composed of BBA in Accounting. Software knowledge involves Sage 50, MAS 90, OGSYS, JD Edwards, Great Plains, and FAS (Fixed Asset Software), as well as QuickBooks and Macola. Professional certifications include Certified Public Accountant.

Challenges like maintaining contractor list of all new employees brought on as contractors for four to eight week period were welcomed and successfully completed. Serving in an oil/gas trucking company as an assistant controller, has determined when employee is to become full time and added to Wells Fargo Payroll and Parallel Sage 50. Some of the tasks were processing bi-weekly payroll through Wells Fargo, also recording in Sage 50 accounting system, as well as administering all aspects of employee benefits. This included 401K and Medical Insurance, tracking and preparing all necessary federal reporting for ACA. Moreover, has ensured compliance with ACA regulation, offering coverage to all employees when eligible apart from completing 1095 and 1094 reporting.

Shared expertise by processing bi-weekly payroll in house using QuickBooks for 20 corporate employees, hourly and salary. While employed in a construction company as an assistant controller, has processed all accounts payable for operation weekly, including online management of fuel purchases. In addition, has processed credit card charges daily clearing and recording account distribution as well as clearing associated PO. Furthermore, has issued purchase orders for all purchases including credit card and for vendors with billing arrangements.