Below are the 5 CFO’s & 5 Controllers with Deltek ERP and other systems experience. The Thor Group® provides these and other accounting / financial leaders with Deltek ERP & other systems experience on a consulting, contracting, interim or direct hire basis.

Would a chief financial officer with familiarity in engineering, financial services and education industries, as well as skilled in Deltek Costpoint, SAP and QuickBooks help your organization achieve greater success? Technical specializations cover Deltek Costpoint, SAP, QuickBooks, Sage Intacct and Dassian Software. Educational attainment includes Executive Masters of Business Administration and Bachelor of Science in Business (double major in Accounting and Finance). This individual is a Certified Public Accountant (CPA), Certified Internal Auditor, as well as Certified Investments & Derivatives Auditor.

Making a positive difference with managing all aspects of the company’s accounting and finance function which included over 100 accountants in 21 countries using Deltek Costpoint or QuickBooks was part of the key focuses of this chief financial officer. An annual budget was created for the first time in three years to achieve a 25% reduction in annual expenditures. Responsibilities covered working with HR and legal to reorganize IRD into a new organization with a reduction in staff, relocating headquarters, as well as educating several new board members on the financial challenges. Duties involved working with the company in redesigning the cost accounting system to convert the old two-part Negotiated Indirect Cost Rate (NICRA) to a four-part NICRA. Other tasks included negotiating the financing plan for implementing SAP/Dassian software for government contracting.

Notable skills used on a regular basis in another job included administering all aspects of accounting and finance function using the Sage Intacct accounting system. The cash management policy was improved to better align with the board’s investment objectives by working directly with board committee members.

Could your organization use a chief financial officer who is experienced in a medical clinic, as well as proficient in Deltek, ADP and QuickBooks? Technical proficiencies cover Deltek, ADP, QuickBooks, Greenway and BusinessObjects. Educational attainment includes MBA and Bachelor of Science, Majors in Accounting and Business Administration.

Primary tasks of this chief financial officer included reporting to and partnering with the president and CEO, setting the financial policy and direction while also being an active participant in, and driver of, the organization’s overall strategy. All financial administration, business planning, auditing and budgeting activities were led. This individual served as project leader for the multiple acquisitions and mergers. Interfacing, advising and reviewing business documents with the board of directors, investment advisors and legal counsel were also handled. Policies and procedures were refined in accordance with GAAP.

Contributions involved overseeing ongoing business operations within the organization with the mission of the organization and board of directors’ concerns in mind, as well as leading strategic engagement resulting in substantial growth. An additional role involved contributing to organizational growth from $1.7 million annual gross to forecasted gross of $127 million. Duties covered overseeing clinical growth from 1 managed clinic to 11, and 0 partner clinics to 16; built support teams, along with conducting successful strategic planning by analyzing and evaluating the business plan, mission and vision. Quality assurance plans and quality improvement plans were initiated. Streamlining Lean Six Sigma processes and increasing administrative and medical productivity were handled. This individual led the start-up of 4 new medical clinic locations, always exceeding quarterly and annual revenue targets.

What can a chief financial officer with work background in IT, business services and engineering industries, as well as specialization in Deltek GCS bring to your organization? Technical specializations involve Deltek GCS, Quicken and Accounting Software. Educational background includes MBA, Bachelor of Science in Marketing and Post Bachelors Certificate in Accounting. This individual is a Certified Public Accountant (CPA).

Working with areas such as managing all financial controls including reporting, planning and presentation of all financial plans/ outcomes to executives and board members were some of the skills brought to the table by this chief financial officer. This executive leader was responsible for annual financial audit, governmental contract compliance (DCAA), tax/IRS, employee retirement (401k, ESOP) audit and ISO 9000 audits. Financing was obtained for a private facility on governmental site. The CEO, president and board of directors were advised regarding accounting, treasury, human resources, information technology, procurement and insurance risk activities for impact on overall corporate direction. Cost savings were achieved through effective negotiation resulting in minimal increases for health and professional risk insurance over five consecutive years. Controlling total benefits cost increases to less than 15% during a ten-year period compared to industry averages of > 10% annually was part of the achievements.

Decreasing tax burden averaging credits of more than $250K yearly was done through research and development tax credits. Efficiencies were optimized in a period of more than 150% revenue growth, increasing support staff by only 10%. Other proficiencies included producing results in financial management, adherence to GAAP principles, budgeting/forecasting, cash management, banking relationship, cost controls, corporate tax and capital management.

Could the future success of your organization be helped by this chief financial officer who worked in security, IT and business services industries, as well as proficient in Deltek Costpoint 7.1, Deltek T&E and ADP? Technical competencies involve Deltek Costpoint 7.1, Deltek T&E, ADP, JD Edwards and ADP. Educational attainment includes Master of Business Administration (Information Technology concentration) and Bachelor of Science in Accounting. This individual is a Certified Public Accountant (CPA).

Important contributions of this chief financial officer included providing financial and operational leadership for a leading provider engaged in delivering industry-compliant supply chain security for government/ commercial customers, along with increasing EBITDA by 23% and revenue to $189 million. This specialist was instrumental in working with a private equity group in refinancing and ensuring all covenants were met. Bringing in audit compliance and GAAP in the first year was efficiently handled. Tasks covered managing, enhancing and leading all aspects of finance, accounting, procurement, human resources, security, logistics, contract management and proposals to ensure that maximum profitability, growth and efficiencies were attained for a 300+ workforce.

Key roles involved performing ongoing profit analysis for all contracts, providing recommendations for cost efficiencies, while also handling the preparation of budgeting, financial forecasting, strategic planning and financial statement preparation. Developing, implementing and enforcing accounting, human resources, and contract policies/ procedures throughout the organization were included in the list of duties. Skills brought to the table consisted of coordinating and facilitating all external financial statement audits and tax requirements.

Does a chief financial officer who is experienced in financial services, retail and media industries, as well as knowledgeable in Deltek Costpoint, PeopleSoft and Hyperion Essbase pique your interest? Technical knowledge involves Deltek Costpoint, PeopleSoft, QuickBooks and Hyperion Essbase. Educational attainment includes BS in Finance and Accounting. This individual is a Certified Public Accountant (CPA).

Major responsibilities of this chief financial officer included managing all operations of a national-level manufacturer, distributor, installer and servicer of draft beer systems (revenues – $6 million, 50 employees) and introducing business disciplines to support profitable growth. This individual led performance-oriented culture change and led business managers to develop key goals, business plans and budgets. Introducing profit-based incentive plans, performance measures and recurring meetings to review managers’ performance against goals was part of the key roles. Efforts exerted improved margins by 15%. Thoroughly revamping the financial system was done by making improvements (time collection, inventory control, job costing) which provided much actionable business information: profitability and cash flow by line of business, project, customer, service technician, service, product and geographic market. The job covered reorganizing project management function and streamlining project management practices which significantly improved turnaround time, quality, customer satisfaction, project control and project profitability. Cash flow was stabilized by instituting credit/ collection processes, cash flow projections and a line of credit.

Areas of expertise included general management, profit improvement programs, business planning, financial planning, project management, financial/SEC and management reporting, treasury, bank/investor relations and system implementations.

Does a controller who is experienced in defense, construction and aviation industries, as well as knowledgeable in Deltek Costpoint, SAP and Oracle pique your interest? Technical knowledge includes Deltek Costpoint, SAP, Oracle, MS Dynamics and Epicor. Educational background includes Bachelor’s degree in Accounting; Cost Management; and Advanced Cost Management (2 credits).

Major responsibilities of this controller included leading the newly formed accounting team in ERP system Deltek Costpoint reimplementation, finishing the project in 4 months and delivering the first month-close without any mistakes. Key roles covered streamlining the manual accounting/controlling process from parent company and developing efficient/effective process. The month-end close time was reduced to 5 days. Establishing all required control procedures was done to transform the company to a fully GAAP and FAR-compliant business. The accounting team was prepared for DAMA/DCAA audit. Accomplishments involved implementing the cash management process and successfully collecting the major projects payment in 7 days (over 2 million). The original DSO was around 45 days. Developing new inventory control process within 2 months and leading the production team to pass the first inventory audit without any inventory loss were carried out.

Another job covered successfully reducing 5 working days on monthly close by streamlining the accounting reporting process with improved internal consolidation procedure. Issues in the ERP system were identified in the manufacturing process. This specialist resolved 900K production variance and transformed the finance/accounting team from local cash-based book keepers to a fully GAAP/IFRS compliant international finance accounting professionals. Areas of expertise included mergers/ acquisitions, strategic planning, accounting, reporting, budgeting, forecasting, operating assets control, financial planning and banking/financing.

How can your organization gain an advantage with the help of a senior controller with work background in engineering, IT and financial services industries, as well as skilled in Deltek Costpoint, Deltek GCS Premier and Deltek Time & Expense? Technical skills cover Deltek Costpoint, Deltek GCS Premier, Deltek Time & Expense, SAP, ADP, JD Edwards, Oracle and Paychex. Educational attainment includes Bachelor of Arts in English as well as credits in accounting/finance and auditing.

As part of executive staff for finance of an information technology company, main functions of this senior controller involved processing all payable, receivable, timesheets, expenses and payroll in Deltek, while also attending Deltek classes for current updates to the system. GCS Premiere with B&E and Costpoint with ITA were managed. Running all aspects of general ledger, while also processing end-of-month records, labor distribution, payroll distribution and all vouchers/ receipts were handled. Payroll was processed through ADP and all journal entries in G/L.

Notable tasks included processing time-collection and timesheets into Deltek and using DCAA auditing practices for reconciliation. Responsibilities consisted of working with the director of business analysis on forecasting, entering all contracts in systems and issuing all monthly billings from the system. Functions involved working with sub-contractors, issuing all payments for vendors and administering the full cycle set-up on GCS Premiere. Skills brought to the table consisted of handling all fixed assets, depreciations, amortizations, loans, WIP and lines of credit, along with issuing all check vouchers and checks for signature by principal for cash disbursement.

Could the future success of your organization be helped by this controller who worked in software, financial services and retail industries, as well as proficient in Deltek GCS Premier and QuickBooks? Technical competencies involve Deltek GCS Premier, QuickBooks and COBOL System. Educational background includes MBA in Controllership/Program Management, Master of Science in Controllership and Bachelor of Science in Accounting/Management.

Important contributions of this controller included creating and establishing the complete corporate finance architecture for the company implementing Deltek GCS, designing and implementing all procedures, as well as developing long and short-term business strategies to convert from QuickBooks to Deltek GCS. This individual managed a staff of 7 teaching implementation procedures for running dual accounting systems for a 3-month implementation period. Designing a check and balance mechanism for end of quarter reconciliations between accounting systems was completed.

Skills covered creating and establishing complete corporate finance architecture for company, designing and implementing all procedures, developing long and short-term business plans and directing finance and information technology groups. The job entailed overseeing staff growth to 25 individuals as the company grew to 470 employees and directing a team of over 20 district managers, office managers, supervisors, and administrative employees. An analytical framework was created for identifying and developing financial growth opportunities. Ownership of accounting, forecasting and strategic supply planning was assumed. Tasks covered developing annual budgets in collaboration with the financial director and working closely with the CEO to plan forecasted operating costs for scheduled projects with other departments.

What can a controller with work background in textile and business services industries, as well as specialization in Deltek Costpoint, Deltek GCS Premier and SAP bring to your organization? Technical specializations involve Deltek Costpoint, Deltek GCS Premier and SAP. Educational attainment includes Bachelor of Science in Accounting (summa cum laude). This individual is a Certified Public Accountant (CPA).

Some of the responsibilities of this controller involved developing comparable balance sheet, P&L and cash flow statements for local management as well as the board of directors, along with working with the local accounting teams of 4 international companies with different accounting systems to map the general ledgers for comparable analysis of financial information and KPIs across companies. This specialist guided the accounting teams to change processes that advanced the delivery of the monthly financials from the 25th of the month to the 10th business day. Conducting an accounting/finance knowledge transfer conference for the international finance managers and working closely with the corporate controller to prepare and review SEC reporting requirements were managed.

Tasks in another job covered directing financial reporting and internal controls for 3 US plus 2 international companies, in addition to submitting consolidated financial statements and preparing flux analysis for the auditors. The month-end close process was directed with oversight of G/L, P/R, project job costing, A/P and A/R teams. Other proficiencies included directing the month-end close process with oversight of G/L, P/R, project job costing, A/P and A/R teams, as well as developing internal controls, policies/ procedures and risk management systems that complied with the Sarbanes-Oxley requirements for a public company.

Could your organization use a controller who is experienced in financial services and construction industries, as well as proficient in Deltek Costpoint, Peachtree/ Sage 50 and Sage Timberline? Technical proficiencies cover Deltek Costpoint, Peachtree/ Sage 50, Sage Timberline, Sage 100 and QuickBooks. Educational background includes Master of Business Administration, BS Accounting & Business as well as Diploma in Business Studies.

Key roles of this controller included handling FAR, CAS, DFAR, allowable/unallowable cost, budgets and rates calculations for budgets, as well as overseeing DCAA, rate variance analysis, annual calculation and submission of rates. Maintaining and monitoring DCAA, rules, regulations, policies/ procedures in relation to contracts were handled. Timely monthly financial statements of domestic and international operations were prepared in multiple currencies. This individual established and monitored annual budgets for operating departments, including rates for DCAA contracts. Some impact contributions involved preparing and consolidating domestic/ international operations financial statements monthly for management. Treasury management, risk assessments, all operations, building/maintaining financiers’ relationships and covenant reporting requirements were efficiently handled. Financial results were prepared using Deltek Costpoint and JAMIS Prime ERP systems.

Functions consisted of organizing, supervising and maintaining accounting/ finance department for local/ international operations, in addition to preparing timely and accurate monthly financial statements, complying with GAAP and IFRS standards. The job involved preparing specific monthly financial statements for funding institutions requirements and covenants, along with managing month-end closing, payroll department, billing and collections for domestic/ international operations. Various corporate or federal income tax returns were planned and prepared for domestic/ international operations.