Below are the 5 Controllers & 6 Assistant Controllers with QuickBooks and various other systems experience. The Thor Group® provides these and other financial / accounting leaders on a consulting, contracting, interim or direct hire basis.

Would it be beneficial for your organization to employ a controller with experience working in real estate and home building industries? Educational background is composed of Bachelor of Arts in Economics, minor in Accounting. Financial systems experience and knowledge involves QuickBooks, Timberline, Yardi, MRI, F-9, FRx, Crystal, Hyperion, Salesforce, Macola, JD Edwards, SAP, MARK Systems, Deltek and SUN Systems.

Serving in a real estate company as a chief financial officer and controller, has developed business operating plan, leading to a successful private equity Series-B funding, as well as implemented new accounting procedures, internal controls and ADP payroll service. Some of the tasks were developing initial financial reporting process and systems for venture-backed SaaS company, Yardi, Timberline and MS Office, as well as completed conversion from cash to accrual basis accounting for the company. This professional was responsible for entire accounting, operations, and human resources departments.

As chief financial officer/controller in a building products manufacturer, has sourced the outside investor buyer, as well as negotiated and closed majority share sale of company. Other accomplishments were successfully securing 100% bank debt financing for a $10M acquisition of competitor, as well as refinancing $18M of revolving company bank debt, including 100% acquisition loan. Part of the job was to negotiate all insurance policies, leases, and service provider agreements, creating a savings of $200K+. Moreover, has implemented new accounting system upgrade, reporting enhancements, and KPIs for operations. Furthermore, was responsible for entire Accounting, Finance, Human Resource, and IT Departments.

Is impacting your organization with a controller with work experience in a yacht manufacturing and metal products industries a current business consideration? Educational background involves Bachelor’s Degree in Accounting/Business Management. Software skills involve QuickBooks Pro, QuickBooks Manufacturing and Wholesale, QuickBooks Contractors Edition, QuickBooks Enterprise, Sage 50, Peachtree, ADP, PeopleSoft and Quicken.

While employed in yacht manufacturer as a controller, has reduced A/R collections from 90+ days to 0-30 days, as well as decreased payables from $1,045,000 to $500K. This professional has managed and reduced payroll costs by effectively and accurately tracking labor costs to each job. Moreover, has implemented a cash projection sheet for the company, as well as instigated and was an active part of the Safety Committee required by OSHA. Moreover, has completed all Workman’s Comp claims and reduced claim amounts by actively investigating claims.

Part of the job as a controller in metal products company was to bill customer/client accounts including Pay Applications and Statement of Values and progress billing. Also, has closed the month and sent closing reports to CEO and COO. Another function entailed accurate accounting of all job costing. In addition, has hired the front office personnel in support of company’s HR development.

What contributions could a controller who worked in real estate and metals/mining industries bring to your organization? Educational background is composed of Accounting Courses: Academic Diploma, AAS Degree in Accounting and BA Degree in Accounting. Credentials include a Registered Tax Preparer Certificate. Software and consulting experience consist of QuickBooks Pro, ACCPAC, Lawson, PeopleSoft and Peachtree.

Challenges like verifying, allocating and posting details of business transactions to journals/accounts, depreciation, cash flow and reconciling account were welcomed and successfully completed on a regular basis. Serving in a real estate company as a controller, has worked on bank deposits/transfers, forms 940, 941, 1099, W2s, accrued vacations, sick, and personal time, as well as workers’ compensation. Part of the job was to research and record inconsistencies in A/R A/P, trial balance and billings using advance Excel (V Look Up and Pivot Table). Also, has recorded assets liabilities to balance sheet, as well as compiled sales/use tax liability on a monthly basis. Some of the tasks were doing financial reporting (P & L, Balance Sheet, A/R A/P Summaries), as well as obtaining information from all departments to compile reports.

Shared expertise by verifying, allocating and posting details of business transactions to journals/accounts, depreciation, cash flow and reconciling accounts. Acting as a controller in a metals/mining company, has used QuickBooks Pro, Abila (MIP), Fund EZ, My PC, Evolve and other accounting software to maintain an accurate general ledger according GAAP Rules. Moreover, has worked on bank deposits/transfers, forms 940, 941, 1099, W2s, accrued vacations, sick, and personal time, as well as workers’ compensation.

Would it be beneficial for your organization to employ a controller with experience working in commercial services and transportation industries? Educational attainment is composed of Associate of Applied Science in Business Administration. Professional certifications include QuickBooks Certified User, Certificate in Personal Tax Preparation by H&R Block as well as Certified Data Furnisher certifications. Software background is composed of QuickBooks and Timberline.

Serving in a commercial services provider as a controller, was hired to transform accounting operations to replace retiring controller. Key accomplishments were streamlining procedures for A/P, A/R, reconciliations, PTO, and cash back credit card programs for (4) entities, 20mil+ annual sales print manufacturer, with a combined financial statement. This professional has processed P/R for (3) companies with 100+ employees in two states, as well as created weekly P/R journal entry workbook. Also, has administered Sec 125 employee benefits including health, dental, life and LTD insurance including all 401K functions meeting ERISA and ACA compliance standards and reporting.

As a controller in a transportation rental company, has filed accurate sales tax returns in 42 states and Franchise/Excise taxes where applicable. This controller has improved processing of earned commissions by generating and implementing template. Moreover, has established lease accounting bookkeeping infrastructure for accounts with A/R balance over $30M and monthly volume over $1.5M. Furthermore, has coordinated with banking treasury management departments to process recurring ACH, Fed Wire transactions and other payment processing methods.

Would a detail-oriented financial controller with work background in plumbing and gas services industries fit in your organization? Educational attainment is composed of Bachelor of Science in Accounting and Master of Science in Accounting and Information Systems. Professional certifications involve Graduate Certificate in Accounting and Certified Public Accountant. Software know-how consists of QuickBooks, Timberline, Oracle, JD Edwards and Microsoft Dynamics Great Plains.

Some accomplishments included designing a rebate redemption system and earning the company over $15,000 in rebates for the year. While working in a plumbing company as a financial controller, key accomplishments were working with the ERP team to establish a detailed budget upload to provide efficient loading of budgets to the line item level. This specialist was responsible for the preparation of the company’s financial statements, as well as supervised the accounting staff and oversaw month-end closing. Part of the job was to work with service, installation and purchasing departments on the successful processing of work orders.

Shared expertise by overseeing all aspects of accounting operations, reconciliations and monthly closing. Serving as a corporate controller in a gas services provider, has actively led process improvements and automation as the company acquired five companies in a nine-month period growing to $110M with over 400 employees. Another role was to serve as a key liaison to outside audit and tax accountants.

What contributions could an assistant controller with experience working in electrical equipment and online business industries bring to your organization? Educational attainment is composed of Bachelor’s degree in Computer Science/System Engineering and Master’s degree in Business Administration, Accounting and Finance. Software proficiencies involve QuickBooks Enterprise, Acctivate ERP, ADP, Mantiz and Process Automation Software.

Challenges like reviewing and overseeing accounts payable, accounts receivable, inventory, reconciling banks and credit cards, as well as creation customers and vendors were welcomed and successfully completed on a regular basis. Serving in an electrical equipment company as an assistant controller, was responsible for reviewing all transactions, documents and supporting files, as well as executing and supervising cash flow and budget. This professional has prepared reports in (Acctivate/QuickBooks) weekly, biweekly and monthly. Some of the tasks were cash management, margin report, sales orders, and inventory, as well as managing and overseeing banking and financial products.

Shared expertise by leading, guiding and maintaining monthly accurate recording and reporting of revenue, billings, backlog and accounts receivable, including collections over entire region. While employed in an online business as a controller, has supported CEO decision providing analysis and reporting around key business drivers and KPIs, trends, variances, including backlog, revenue, gross margin, SG&A expenses, as well as working capital. Moreover, has created, supervised and analyzed the budget, cash flow, P&L of the four group’s companies.

Would it be beneficial for your organization to employ an assistant controller with work experience in hospitality and construction/service systems industries? Educational attainment is composed of BA in Economics and Master of Accountancy (MACC). Computer proficiency consists of QuickBooks, AS/400, Microsoft Dynamics Great Plains ERP, Sage 50/Peachtree, Best FAS, Sage FAS and Workday.

Serving in a hospitality company as an assistant controller, achievements included tracking hotel stays as tax-exempt and assisting in recouping $80K in taxes. Some of the tasks were approving purchase orders and invoices for payment, signing all accounts payable checks, approving house bank account requests, verifying banks, as well as approving credit applications. Other functions involved collections, invoicing, researching discrepancies, calculating commissions, applying payments, answering credit card inquiries as well as making adjustments as needed (Accounts Receivable). In addition, has worked with payroll processing utilizing Workday for approximately 171 employees: garnishments, PTO payout, tips, bonus payments, running reports for overtime and missing punches, as well as processing bank wires.

As an accountant in a construction/service systems company, achievements included implementing monthly reconciliations of AP Statements eliminating duplicate payments and identifying invoices in collections. Other duties were processing invoices for payment and weekly check runs for approximately 20 companies. Furthermore, has worked on cash flow management, accounts receivable, payment invoicing, tracked rental payments and collections, as well as prepared bank deposits, sales and use tax filing monthly, quarterly, and annually, including reconciliations and records management.

Would a detail-oriented assistant controller who worked in publication and consulting/PR industries fit in your organization? Educational background is composed of Bachelor of Arts in Accounting & Information Systems and Economics as well as MBA-Masters of Business Administration in Finance. Credentials include Graduate Certificate in Financial Analysis. Technical skills involve QuickBooks, SQL Queries, Visio, Yardi, Sage, SQL Server 2005, MS Project, Great Plains, and Peachtree.

Some accomplishments included preparing monthly, quarterly and annual financial statements, as well as reviewing and posting journal entries, including cash receipts and invoices in Sage. Acting as an assistant controller in a publication company, has reviewed and approved general ledger account reconciliations, bank accounts reconciliations, and revenue/expense analyses. Some of the tasks were processing ADP payroll, managing intercompany transactions, as well as monitoring, analyzing and reviewing accounts receivables and cash flow forecasting. This professional has prepared and managed fixed asset depreciation schedules, processed credit card reconciliations, as well as managed Human Resource administration functions (onboarding, offboarding, payroll and 401k).

Shared expertise by reconciling revenue and expenses month end and quarterly, as well as performing actual vs. budget analysis, planning and forecasting. Part of the job as an assistant controller in a consulting company was to prepare YTD budgeted, actual and forecasted costs as well as analyzed variances. This included bank reconciliations and managing A/P, A/R and journal entries.

How can an assistant controller with experience working in non-profit and financial services industries help your organization? Educational attainment is composed of Bachelor of Science in Accounting, Minor in Computer Science. Computer skills involve QuickBooks, Great Plains, SunGard, dBase, Yardi, Peachtree, NetSuite, Eagle STAR/PACE, Oracle Hyperion/Oracle, JD Edwards, Lawson, AccPac and Timberline.

Working with challenging issues such as reducing revenue and AP backlogs, saving $100K in duplicated payments and lost revenues have vetted this specialist’s work experience. Serving in a non-profit organization as an assistant controller, has analyzed sales tax and 990 tax returns and back up, as well as worked with the treasurer, aiding in creating and maintaining new general ledger, accounts receivable, payable, accounting and payroll processes. Key achievements were streamlining AP function and process, creating and administering expense and revenue allocations for foundation’s initiatives, as well as aiding in IT initiatives and software vendor searches/updates. This professional has created and enhanced control processes.

With a “can do approach” in the area of managing the agency’s financial records for internal and external reporting and assisting the chief financial officer in performing long term strategic financial planning for the organization have been career objectives. Being an assistant controller, has supervised billing, accounts payable and accounting functions. Part of the job was to manage preparation of monthly financial statements, prepare the grant funding budgets and reports for internal and external sources, as well as manage the annual agency audit.

Would hiring an assistant controller with work experience in professional services and real estate industries help meet the needs of your organization? Educational attainment is composed of BS in Elementary Education. Summary of qualifications involve QuickBooks, ADP, PayChoice, Slack, E2, Sage (MAS 90), Infor -Visual Software, Accuterm 2000 and Real World Software.

Acting as an assistant controller in a professional services company, has assisted with budget and forecasting, as well as reviewed month/YTD close data actual / budget. This professional has adjusted Journal Entries, worked on planning and procedure policy projects, as well as worked on Click Time/Slack/Concur. Serving as an assistant to CFO and controller, has worked on accounting – A/P A/R special projects and schedules, HR and office administration, as well as served as a liaison contact for ADP Total Source (PEO).

While working for a real estate company as a controller/full charge bookkeeper/human resources, has implemented/transitioned financial, AR, AP from Accuterm 2000 to Visual Software. Part of the job was to transition the upgrade of Visual Software from 5.0 to 7.0 and maintain all phases of inter-company transactions. This specialist has functioned as a liaison and direct communicator with corporate management, corporate accountant, commercial finance/bank, insurance, vendor, customer, payroll service, outside server and online backup, as well as 401K administration and investment funds, union funds, and NYC agencies for various programs or employees.

Could the future success of your organization be helped by this assistant controller who worked in trucking, maritime and financial services industries? Software skills involve QuickBooks, QuickBooks Pro Advisor, Peachtree, Quicken, Perfect Practice, DMS and Profit Tools, as well as SB Client.

Contributed to the organization by performing monthly financial close functions through preparation of financial statements, as well as reconciliation of general ledger accounts. Acting as an assistant controller in a trucking company, duties were preparation of annual financial budgets, preparation of detailed budget, income or expenditure reports, as well as completion of monthly financial projection analysis. Some of the tasks were rate analysis and review, as well as managing flow of accounting data. Also, has evaluated and assessed internal controls and operating results including analysis of budget to actual results; as well as presented cost reduction recommendations to management.

Supported organizational goals and objectives by being responsible for all aspects of the financial department for three companies. As an assistant controller in a maritime company, has completed comprehensive month end close, by the 5th business day, for multiple entities to include preparing journal entries and accruals, completing cost of sales entries, reconciling balance sheet accounts, ensuring proper tax reporting and analyzing profit performance. Moreover, has analyzed daily, monthly variances between actual, prior year and budgeted performance. Furthermore, has achieved daily and month-end accuracy with consistent follow through, administrative strength and a highly organized work approach.