Below are the 3 VP's of Finance, 4 Controllers & 3 CFO's with Sage & other systems experience. The Thor Group® provides financial/accounting leaders with your industry, Sage & other systems experience on a consulting, contracting or direct hire basis.

Does a VP of finance who is experienced in technology, animal care and financial services industries, as well as knowledgeable in Sage 300 and Peachtree/Sage 50 pique your interest? Technical knowledge includes Sage 300/Accpac, Peachtree/Sage 50, Oracle, SAP, QuickBooks and Great Plains. Other proficiencies include creating processes supporting startup, growth and/or complex operations. Educational background includes Bachelor of Science in Economics & Finance; Master of Science in Health Administration; and MBA in Business Administration. This individual obtained a certification in Lean Six Sigma Black Belt.

Major responsibilities of this VP of finance included providing overall leadership of company financial planning, financial reporting, human resources, treasury and budget management. Help was extended to the CEO in devising new growth strategies, establishing target revenue and estimating project prices/profit margins. Aside from reducing the monthly closing cycle from 21 to 12 days, cost savings and new vendor terms were negotiated, reducing operating costs by $65K, and improving cash flow by $150K. Key roles covered converting the accounting system from server-based to cloud-based solution and streamlining the accounts payable/receivables process by implementing cloud-based solution. New financing terms were negotiated with new and existing lenders. A staff of 3 direct reports, 6 total was managed.

Another job covered directing all accounting and financial management activities for $40M operation, participating in financial strategic planning, preparing budget and forecasts, as well as handling the owners’ capital equity accounts. Budgets versus actual were reviewed to ensure accuracy. Tasks consisted of collaborating with the executive management regarding daily operational and financial decisions, in addition to directing the company-wide payroll operations for over 800 employees at 30 locations.

Could the future success of your organization be helped by this VP of finance with work experience in marketing, import and wholesale industries, as well as proficient in Sage 100, Peachtree/Sage 50, NetSuite and QuickBooks? Technical competencies involve Sage 100 (formerly Sage MAS 200), Peachtree/Sage 50, NetSuite and QuickBooks. Core competencies involve import/export regulations and procedures, combining/consolidating multiple corporations’ financial statements, including foreign companies. Educational background includes BA Accounting & Finance.

One of the important contributions of this VP of finance included serving as one of the key members of the executive team that steered the group through a fast-paced sales and corporate growth phase, that resulted in the group growing from one company with annual revenues of $4M to 21 “sister” companies with combined annual revenues in excess of $250 Million in just 3 1⁄2 years. The job entailed reducing gross margin dilution from 7% to 4% of sales (reduction of $7.5 M) by identifying key distribution issues and taking corrective action. Tasks covered maximizing the company’s cash flow, extending vendor payment terms, reducing customer payment terms, and negotiating settlement plans with vendors. This saved the company from filing for bankruptcy which enabled the company to survive and prosper.

This specialist inherited a manual accounting system, and immediately converted to a computerized accounting, reporting and budgeting system. Performing financial due diligence of two acquired companies, integrating them into the group, as well as maintaining a smooth transition process were skills brought to the table. Functions involved nurturing and maintaining banking relationships that resulted in securing a $52 Million line of credit and letter of credit facility.

What can a VP of finance with work background in energy, communications and financial services industries, as well as specializations in Sage 300, PeopleSoft, SAP, Hyperion and QuickBooks bring to your organization? Technical specializations involve Sage 300, PeopleSoft, SAP, Hyperion and QuickBooks. Educational attainment includes MBA in Corporate Finance and Bachelor’s degree in Accounting. This individual is a Certified Public Accountant (CPA).

Working with areas such as effectively implementing Sage 300 accounting software system during an aggressive three-month project to mitigate the usage of costly consultants and managing accounting software processes and procedures were some of the responsibilities of this VP of finance. Duties covered creating forward-looking financial statements for both debt and equity private placement memorandums and participating in fund raising events for the company. This individual was responsible for month end and year close routines, including account reconciliation to ensure efficient and accurate report monthly results. Skills brought to the table consisted of reviewing and approving journal entries of staff accountants.

Other functions consisted of management and GAAP reporting, in addition to being accountable for maintaining and updating company’s capitalization tables. The job covered deploying internal controls and accounting policies relating to revenues, expenditures, inventory, reporting, and payroll. Tasks involved overseeing the daily banking activities such as account reconciliations, note payments, commission payments, payroll, and cash receipts, in addition to overall bank administration. Other roles included implementing the management KPI reporting and being responsible for federal tax activity and issuance of K-1s. The franchise tax activity was completed. Implementing and deploying outsourced payroll system were accomplished.

What can a controller with work background in personal care, aviation and education industries who used Sage 300, Sage 500, Oracle and Lawson bring to your organization? Technical specializations involve Sage 300/Accpac, Sage 500, Oracle, Lawson, JD Edwards, PeopleSoft and QuickBooks. Educational attainment includes Master’s of Business Administration (Finance) and Bachelor of Science in Business Administration (Finance).

Working with areas such as managing a staff of 3, responsible for accounting, payroll, budgeting, financial analysis, business unit reporting, & treasury, as well as migrating NetSuite from division to enterprise-wide NetSuite OneWorld solution were some of the responsibilities of this controller. Duties covered improving the monthly close to 20 days, managing quarterly forecasts and annual budgeting, in addition to handling the new product modeling. Aside from new store modeling, this individual managed bank relationship and implemented purchasing card program.

Other functions consisted of managing a staff of 9, responsible for all aspects of the accounting, payroll, budgeting, financial analysis, board reporting, treasury & IT, along with rebuilding dysfunctional accounting team, through retraining, setting clear attainable goals, documenting and improving procedures, incentives and employee empowerment. The job covered managing fuel purchasing, administering the 401K plan and migrating the reconciliation process from manual reconciliations to accounting system supported reconciliation. Accomplishments involved reducing AP processing 15 days and reducing AR by 25%. Tasks involved being responsible for property & sales tax filings and managing the relationship with external auditors. Other roles covered successfully defending external audit, communicating with clients on accounting, tax and compliance issues, in addition to working with clients to develop specialized analytics.

Could your organization use a controller with background experience in construction and engineering industries who utilized Sage 100, Sage 300/Timberline, Peachtree/Sage 50 and QuickBooks? Technical proficiencies cover Sage 100 (formerly Sage MAS 90/200), Sage 300/Timberline, Peachtree/Sage 50 and QuickBooks. Educational background includes Bachelor of Science in Business Administration, Accounting emphasis.

Some impact contributions of this controller included processing the in-house weekly payroll for 175 employees and processing bi-monthly or monthly construction billings for average contracts of $5M, including schedule of values & AIA billing forms. Bank reconciliations for general and payroll accounts were handled, along with GL, AP, AR and JC. The corporate business insurance package renewal was efficiently handled. Full cycle AP and AR was managed, including preliminary notices and lien releases. Month end and year end closings were completed.

Skills brought to the table involved supervising the organization’s portfolio to ensure achievement of financing performance goals and commitment and regulatory compliance, along with engaging in real estate and syndication transactions on behalf of the organization. Functions covered preparing monthly financials and presenting financials at the monthly board of directors meeting. Monthly operating reports with budget variances were prepared. Assistance was provided to outside auditors with annual audit and preparation of tax returns. The job consisted of researching and resolving compliance issues on a quarterly and annual basis relating to tax-exempt bonds, tax credit and CDBG grants. Auditing and analyzing A/P, A/R, G/L, job cost and payroll were carried out. Aside from managing investments, the lines of credit were maintained. Conferences and seminars relating to non-profit development and financing were attended.

Would a controller with familiarity in real estate, manufacturing and import industries who used Sage 100 and QuickBooks help your organization achieve greater success? Technical specializations cover Sage 100 (formerly Sage MAS 90), QuickBooks, Yardi, Quicken, FileMaker Pro, and MYOB. Strengths include using logical approach to accounting/finance with experience in commercial property management, high volume manufacturing and banking. Educational attainment includes B.A., Business Economics & Accounting.

Making a positive difference with coordinating and supervising the monthly closing activities (partnership and corporate) were some of the key focuses of this controller. Responsibilities covered managing all internal/external reporting including, maintenance of general ledger, financial statements, budgets, monthly/annual operating reports, CAM, cash flow and insurance. An additional role covered ensuring corporate and partnership books were maintained in accordance with GAAP utilizing Yardi for partnership entities and QuickBooks for corporate entity. Duties covered reviewing all general ledger entries, making adjustments as necessary and recording all major transactions such as purchase, sale, refinance and loan draws.

Notable tasks in a manufacturing firm included managing all internal and external reporting including financial statements, variance analysis, budgets, bi-weekly and monthly operating reports, CAM, cash flow analysis, insurance, capitalization of assets and building lists. This individual handled all human resource functions including payroll, payroll taxes, 401K, group insurance, along with reviewing the interdepartmental financial data. Functions involved managing corporate interface with auditors, bankers, investors, federal, state, and local regulatory agencies, as well as preparing all regulatory tax returns and reporting.

Could your organization use a controller with background experience in rental, software and retail industries who utilized Sage 300? Technical proficiencies cover Sage 300 ERP, Sage 100 (formerly Sage MAS 90), Peachtree/Sage 50 and QuickBooks. Educational attainment includes MBA (Financial Management) and BA in Accounting. This individual is a Certified Tax Preparer.

Primary tasks of this controller included performing month-end closings, and producing financial statements for private owners. Preparing the annual budget and performing financial modeling for management team were also handled. Key roles covered benefits administration and risk management, as well as interfacing with insurance brokers for all company benefit policies and insurance coverage. Serving as liaison to outside CPA and legal counsel regarding accounting, tax and contracts was carried out, along with facilities management and interfacing with landlord and maintenance staff for facility issues. A clerical staff of 5 was supervised.

Contributions in other jobs involved performing month-end closings, and producing financial statements for the board of directors. Preparing the annual budget and performing financial modeling for management team were done. This individual handled benefits administration and risk management, in addition to interfacing with insurance agents for all company benefit policies and insurance coverage. Other roles covered serving as liaison to outside CPA and legal counsel regarding accounting, tax, equity issues and contracts, as well as facilities management and interfacing with landlord and maintenance staff for facility issues. Facilitating all contractual transfers to new owners upon sale of entity to competitor was completed. Presenting monthly financial reporting package to board of directors including financial statements, corporate dashboard, and management discussion and analysis reports was carried out.

Could your organization use a chief financial officer who is experienced in retail, logistics and manufacturing industries, as well as proficient in Sage 100, Oracle and SAP? Technical proficiencies cover Sage 100 (formerly Sage MAS 90/200), Oracle, SAP, MS Dynamics GP, JD Edwards (JDE), QuickBooks and Hyperion. Educational attainment includes Bachelor of Arts.

Primary tasks of this chief financial officer included obtaining $120M U.S. financing for themed developments in other countries, as well as designing and managing real estate construction development budgets and cost controls. Selecting and negotiating $500k contracts with U.S. design and engineering firms including ex patriot compensation plans were also handled. Key roles covered developing tax strategies and transfer pricing structures for foreign investors, in addition to performing net realizable value, liquidation, and quarterly return calculations.

In another job, acquisitions were selected, valued, and integrated for three warehouses, customs and freight brokerage companies with revenues totaling $120M. One of the contributions involved managing 85 accounting staff and 62 operating offices experiencing organic and acquisition revenue growth from $300M to $900M. Designing and implementing a Shared Service Center for accounting, credit, collections, payables and treasury reducing staff by 35 and eliminating redundant functions at the various operations were carried out. This individual merged transportation, warehouse, and customs JDE EnterpriseOne systems by consolidating financial, procurement and sales order modules. Business process reengineering was performed as procure to pay, order to cash, collections management and A/P approval routing were restructured. Designing consolidated profit loss reporting by customer, service type and location was efficiently handled. Cash was increased by 7 days ($17M) by automating freight documentation with customer invoicing.

Could the future success of your organization be helped by this chief financial officer who worked in financial services, business services and real estate industries, as well as proficient in Sage 100? Technical competencies involve Sage 100 (formerly Sage MAS 90), Sage 300/Timberline and PeopleSoft. Educational attainment includes Bachelor of Accountancy and Master’s in Business Administration. This individual is a Certified Public Accountant (CPA).

Important contributions of this chief financial officer included providing strategic management of accounting and finance functions and directing accounting policies, procedures and internal controls. Tasks covered recommending improvements to ensure the integrity of the company’s financial information, as well as managing and overseeing the relationship with independent auditors. Skills brought to the table included developing and implementing IT technology, in addition to overseeing financial systems implementations and upgrades. Aside from managing relationships with financial institutions, investors and investments both domestic and Asian, identifying and managing business risks were completed. Compliance was ensured with federal/state regulations and recommendations were made to optimize investments of financial capital. Coordinating and managing the annual budget process; hiring, training and retaining competent accounting/financial staff were efficiently handled.

Roles in another job involved preparing and analyzing full financial statements, including full disclosures, and the distribution of such statements to upper management. Preparing and analyzing of all construction project reports, including preparing the AIA report and updates were included in the list of duties. In addition, this specialist reported on the residential and commercial status of each project to the financial institutions and prepared due diligence reports for prospective land, commercial and/or residential projects including loan negotiation with financial institutions.

Does a chief financial officer who is experienced in energy, research and manufacturing industries, as well as knowledgeable in Sage 300 ERP and Salesforce pique your interest? Technical knowledge involves Sage 300 ERP and Salesforce. Areas of expertise include operational leadership, team mentoring and development. Educational attainment includes BBA Accounting with Engineering minor. This individual is a Certified Public Accountant (CPA) and Certified Management Accountant.

Major responsibilities of this chief financial officer included facilitating the Sage 300 ERP implementation for purchasing/inventory control and costing, as well as designing and recommending best practice for transaction cycle and accounting workflows. Revamping antiquated GL structure to facilitate relevant and reliable management reporting, in addition to advising on Salesforce CRM construct and implementation were some of the key roles. Introducing professional employment solutions to improve effectiveness while reducing employment costs and risk were achievements brought to the business table.

Another job covered instituting disbursement and spending controls and reducing burn rate within this investor funded company by 31%. Functions consisted of introducing transaction cycle processes, increasing efficiency and improving internal controls within accounting, purchasing, inventory and HR. Operational project management structure was established for clinical trials resulting in over 22% project cost savings. Tasks covered modeling and negotiating contracts with a major hospital system ensuring targeted ROI achievement. Other duties involved negotiating and solidifying key vendor/supplier contracts necessary to attract potential company buyers. Staff and colleague mentoring and coaching, improving moral and motivation were some of the key roles. Aside from introducing corporate investor relations routines, improving corporate governance was done through quarterly updates, reporting and annual meetings.