Below are the 7 Assistant Controllers & 6 VP's, Directors or Managers of Finance with various industries & systems experience. The Thor Group® provides financial/accounting leaders who know your industry & systems on a consulting, contracting or direct hire basis.

Should hiring an assistant controller with industry background in telecommunications, business services and manufacturing be a business priority for you? Technical experience comprises PeopleSoft (particularly PeopleSoft Payroll), JD Edwards, Hyperion, MAS 200/500, SAP, FRX Report Writer, Khameleon, Accounting Software, Kronos, and Microsoft Office Suite.

Working for a business services provider, responsibilities included the preparation and analysis of the financial statements, accounts payable as well as accounts receivable. The individual acted as the accounting liaison between various departments, while also coordinating special projects to improve efficiencies. Achievements included reaching $250,000 in savings and refunds through telephone bill review process. Around $80,000 with positive pay and full reconciliation were also saved for 35 bank accounts.

In a telecommunications firm, part of the job was taking care of the preparation and analysis of the revenue portion of the financial statements. In addition to supervising a staff of 6 accountants, the individual was also responsible for researching accounting issues and participated in various special projects. Other duties were overseeing month-end close in PeopleSoft and designing PeopleSoft reports for the finance department.

How can an assistant controller who worked in real estate and construction industries help your organization? Educational attainment is composed of Bachelor of Science in Accounting. Computer experience includes MS Dynamics Solomon, Great Plains, Salesforce.com, QuickBooks, Peachtree/Sage 50, JD Edwards, Hyperion and SAP.

Working with challenging issues such as closing and preparing monthly financial statements and detailed variance reports for 7 senior living communities; including journal entries and full work papers were part of this specialist’s work experience. Acting as an assistant controller in a real estate company, managed day-to-day accounting and finance functions with 4 direct reports, as well as reviewed weekly operating Cash flow reports. Moreover, reviewed the month-end closing process for 23 operating communities and 5 communities under development; including balance sheet/ income statement review and variance analysis.

While in another job, with a “can do approach” in the area of coordinating the day-to-day accounting functions to produce timely and accurate information had been career objectives. As an assistant controller, responsible for month-end closing process for 8 individual entities. Furthermore, prepared and reviewed monthly financial statements for all entities in accordance with GAAP.

Would a detail-oriented assistant controller with work experience in transportation, manufacturing and electronics industries fit in your organization? Educational attainment is composed of AS Computer Information Systems and BS Accounting. Professional certifications involve CPA certification. Software knowledge consists of Oracle 11i and SAP.

Some accomplishments included doing monthly closing and reporting using Oracle ERP 11i suite with a focus on improving/simplifying monthly close related processes/procedures, internal controls and better utilizing Oracle functionality. While working in a transportation company as an assistant controller, responsibilities included identifying and creating various financial statements and analytical reports to facilitate/simplify accurate and efficient completion of recurring reporting tasks and develop value-adding financial/operating information and analysis for management and corporate. This professional has experience using Oracle FSG report writer, Crystal Reports, SAP Variants and other tools to obtain additional and more complete information from the ERP systems. Also, represented Finance on various new product development teams/initiatives and generated/reviewed all related costs and financial projections. Ongoing tasks included preparation/improvement of SOX reporting requirements, documenting processes and procedures, sales, margin, inventory and cost analysis, as well as the development/training of staff members.

Shared expertise by acting as lead business user on a project team of 5 consultants and key business users responsible for the design, modeling and implementation of an Oracle Financial Analyzer (OFA) actual/planning reporting system. This individual later assumed the system administrator role to maintain/enhance the system and support the users. Additionally, managed multiple project teams engaged in the design of the new Oracle reporting system.

Could the future success of your organization be helped by this assistant controller with experience working in government, IT and aerospace/defense industries? Educational attainment is composed of BS Accounting. Software skills involve Deltek Costpoint, GCS Premier, T&E, Cognos, and Procas.

Contributed to the organization’s success by maintaining the accuracy and productivity of daily general ledger and financial reporting activities. As an assistant controller in an aerospace/defense company, managed the month end close by holding daily meetings with staff to ensure close was on schedule. Also, supervised, trained and evaluated a team of 8 accounting professionals in AP, AR, PR and GL. In addition, reviewed and posted month-end payroll accruals and other monthly accounting entries, as well as prepared budget forecasts. Other duties were providing monthly budget vs actual reports to various department heads, as well as consolidating monthly financial statements for 7 entities.

Supported organizational goals and objectives by providing senior level accounting support for government contractor client. While employed in an IT services company as an assistant controller-consultant, did monthly balance sheet reviews, as well as provided accounting advice on aged items and balance sheet clean up. Moreover, prepared daily cash receipts and assisted with the daily cash flow forecast. Furthermore, prepared month-end payroll accruals and other monthly accounting entries.

What can an assistant comptroller with specialization in Peachtree/Sage 50 and NetSuite, as well as experience in government, technology and non-profit industries do for your organization? Technical competencies consist of Peachtree/Sage 50 and NetSuite. Educational background includes BS Accounting and this individual is a Certified Public Accountant.

Key roles of this assistant comptroller were composed of managing the finance department, general accounting, accounts payable, accounts receivable, purchasing, treasury and payroll functions, as well as managing a team of 14 reporting to the assistant comptroller and five CPAs. Duties involved building a finance team from 2 employees to 14 during a three-year period and transitioning/reorganizing the finance department with multiple contractors during startup phase to lean staff of organic employees. Other tasks covered managing each monthly/annual close with tight deadlines for reporting to board of directors and financial auditors, in addition to overseeing the implementation of the museum ticketing system along with the point of sale system for the museum gift shop which included new NetSuite module implementations for both inventory and revenue recognition.

Other tasks covered leading the paperless initiative to ensure all documents were digitized and uploading to support each transaction in NetSuite with the exception of fully integrated digital files. One of the responsibilities was comprised of driving the implementation of approving bills in NetSuite instead of email requests for approval. Achieving 90% internal approvals and saving time daily in sending emails, attaching email approvals and following up with 2nd and third requests via email were some of the contributions. This individual was involved in training/coaching each new department head to learn the accounting/budgeting process from approving bills to reviewing/analyzing monthly financial statements.

Could the future success of your organization be helped by this assistant controller with vast work experience in a home building company? Educational background is composed of AAS in Construction Management Technology as well as Bachelor of Science in Finance and Business Law. Software knowledge involves Timberline, Builder MT, NewStar, Sales Simplicity and BuildPro.

Contributed to the organization by compiling and reviewing monthly closing entries accurately and efficiently, as well as conducting internal audits and working with outside auditors on monthly audits. While employed in a home building company as an assistant controller, has expansive work regarding SOX audit control items for a large national builder. Some of the duties were weekly compilation and review of sold inventory revenue, costs, and margins, monthly analysis of speculative home performance, as well as monthly overhead review in comparison to forecasts with accompanying commentary. This specialist worked on extensive balance sheet, cash, and P&L review as well as commentary with adjusting entries as needed.

Supported organizational goals and objectives by compiling and reviewing monthly closing entries accurately and efficiently, as well as management and mentoring of accounts payable staff and processes. Serving in another home building company as a director of finance, has maintained relationships with banking partners including negotiation of rates, fees, and floors. Additional responsibilities were monitoring cash flow and making financing decisions regarding operating cash and future cash needs, as well as analyzing key performance indicators and reporting monthly summary for executive management.

Is impacting your organization with an assistant controller who is knowledgeable in JD Edwards Software with expertise in manufacturing, business services and distributorship industries a current business consideration? Technical specializations cover JD Edwards, AS/400, SAP, PeopleSoft and Cognos.

Primary functions included coordinating/analyzing month-end close, and instructing staff on journal entry postings, new recurring set-ups or alterations to existing data requests. Reviewing general ledger, fixed assets, various reconciliations and intercompany billings, in addition to analyzing operations, inventory, and AR plus product margin was part of this professionals job responsibilities.

Preparing, analyzing and presenting monthly operating results/analysis reports for executive management such as balance sheet, income statements for both combined, regional activities and cash flow were skills brought to the table. Strategic operating plans/annual budget were prepared and presented. This assistant controller also calculated commissions for internal/external sales team members.

Would it be beneficial for your organization to employ a director of finance with work background in a community hospital, a university hospital and a health system? Educational attainment is composed of BS Degree in Accounting. Computer skills involve QuickBooks, SAP, Keane, Lawson, Oracle Financials and Hyperion Essbase.

Serving in a health system as a director of finance, has prepared business plans and evaluated the financial reasonableness via proformas for all acquisitions. Some of the tasks were preparing net margin analysis to determine if targeted hospital service lines would benefit from the prospective acquisition. Also, has presented findings to system executive management. This professional has identified practices with significant losses and formulated remediation plans. 500k in losses would be recovered. Also, has managed and mentored a team of business analysts, providing superior leadership, motivation and guidance. Key accomplishments were preparing over 100 business plans, budgets and pro formas, as well as developing a tool to identify practices with significant losses and formulated remediation plans.

As a senior accountant in a university hospital, has prepared and recorded monthly journal entries, financial statement preparation and expense variance analysis. Key accomplishments were preparing auxiliary accounting records and financial statements utilizing QuickBooks, as well as assisting in preparation of monthly cash flow reports for use by management team.

What opportunities can hiring a vice president (VP) of finance who served construction, telecommunications and business service industries give your organization? Systems knowledge consists of Sage 300 ERP, ComputerEase ERP and MS Dynamics SL. This individual finished Bachelor of Science in Accounting.

In a construction firm, this VP of finance was responsible for all aspects of accounting, finance, human resources and payroll. The job required functioning as key strategic partner to ownership and the executive team, providing strategic leadership, financial planning/ forecasting. Mentoring was done for the accounting/finance, IT and human resource teams. Aside from creating monthly financial closing procedures, part of the job was converting company from cash basis accounting to accrual method, and instituting the percentage of completion revenue recognition method, generating a WIP, backlog report, and forecasting models. Cash flow forecasting was developed to maintain positive cash flow for a financially stressed company. The executive managed the design and implementation of ComputerEase ERP accounting and project management software, providing better reporting visibility to managers and executives.

Duties in another job were for all aspects of the accounting, finance, human resources/payroll, and IT departments for this commercial construction company. Duties were designing and implementing Sage 300 ERP accounting and project management software, providing better reporting visibility to managers and executives. A 13-week cash flow forecast was implemented to better plan and forecast cash requirements.

Can hiring a finance manager who served retail and technology industries have a positive impact on your organization? Software knowledge consists of Epicor Vantage, Host Analytics, Great Plains, SaaS Financial Forecasting, and Crystal Reports. The individual graduated with Bachelor of Science, major in Accounting.

This manager of financial planning/ analysis developed new store, occupancy, capital, and balance sheet models in Host Analytics, a SaaS financial planning, consolidation and reporting tool. Part of the job was also developing both annual budgets as well as 5-year plans. The job required working closely with members of accounting and operations to develop detailed store and account level forecasts by period for both annual budget and 5-year plan, as well as leading capital planning and forecasting effort. Other tasks were developing and executing capital or depreciation models annual capital of 60M+.

Main concerns in another job were the financial management and supervision of two employees, for a privately held, $10 million high-performance, technical computing manufacturer. The individual served as team lead for research, selection, and implementation of a new Enterprise Resource System (Epicor Vantage). The professional also led a four-month implementation effort, defining and customizing system needs, staff training, data conversion and change-over to new system with no disruptions to the manufacturing process by managing the employee hiring process, to include professional development and training.

How can a financial manager who is well-versed in generally accepted accounting principles (GAAP) and international financial reporting standards (IFRS) with a strong background in non-profit and governmental accounting match the needs of your organization? Software experience includes SAP, IDEA, ACL, QuickBooks, Sage 50/Peachtree and more.

As the financial manager for a university, responsibilities included monitoring, maintaining and adjusting employee efforts in SAP. This included instituting policies and procedures for process improvement, as well as managing online payment requests. Liaising with administrative coordinator, program manager, and departmental business office, office of research administration and sponsors of further SAP initiatives was part of the job. Another duty was ensuring that correct expenditures were being charged and billed to appropriate agencies was accomplished.

As a financial manager for a institute of higher education, this professional assisted with necessary corrections to grant accounts after the implementation of SAP. Maintaining the budget, revenue and expense in SAP throughout the life of each grant and closing the accounts of terminated awards were also carried out. Duties included preparing financial reports and invoices for federal-sponsored research grants or contracts.

Could the future success of your organization be helped by this finance manager with work experience in marketing and employment services industries? Educational attainment is composed of Bachelor of Science in Business Administration (BSBA). Technical skills involve NetSuite, Great Plains, Host Analytics, Microsoft Forecaster, Oracle, Noetix, SCI Database, QuickBooks, SAP Business One, Financial Edge and SharePoint.

Contributed to the organization’s success by spearheading and migrating SQL server system EAS to cloud based system NetSuite (cost savings of $50-$75K per year). This professional developed non-native module in NetSuite to streamline media planning, as well as managed and prepared monthly billing for production and media costs. Other duties were preparing Financials (Balance Sheet and P&L) and book monthly JE accruals, as well as executing monthly account review with production managers. Moreover, oversaw and produced staffing and client profitability reports for CFO review, as well as conducted month end, quarter close, and year-end close process.

Supported organizational goals and objectives by controlling financial analytics to report gross profit margins, as well as preparing AR reconciliations and updating client payments. As a sr. financial analyst, estimated budget detail for Staffing division to project future spend. Furthermore, instituted process to automate commission detail analysis, as well as prepared audit schedules, monthly JE’s, weekly cash flow projections, and payroll.

What can your organization gain with the help of a finance manager with experience in food, nonprofit and financial services industries who is proficient in Lawson Financials? Technical skills cover Lawson Financial, Fund E-Z, Paychex & Preview, and Time & Labor TLO. Educational attainment includes Bachelor of Arts in Finance and AAS in Business Administration. This individual underwent Certified Not-for- Profit Accounting Professional Program (CNAP).

Main duties of this finance manager consisted of assisting in the preparation of any contract modification and providing assistance in monitoring compliance requirements related to the contract. Functions covered coordinating the receipt from internal sources, as well as organizing and preparing supporting documentation for contract claim submissions. This individual assisted in coordinating receipt of paperwork from external subcontractors and organized/analyzed data as necessary. Reports to management related to the contract were prepared, including production of monthly Lawson activity reports. Reconciliations and analysis related to contract activity were prepared. Assistance was provided in handling the monthly staff allocation process, including coordinating circulation of data and updating of revised percentages.

Notable tasks included preparing Approved for Payment (AFP) forms and coding, in addition to inputting the data into the Lawson Accounts Payable system. Key roles involved preparing cash receipts reports and assisting in the deposit process as well as any donations received in relation to hurricane relief efforts. Other duties involved maintaining petty cash funds and preparing requests for reimbursements with supporting reconciliations. Interfacing with the contract compliance team was also completed. Lawson reports were reconciled to different office relief spreadsheets.