Below are the 6 CFO's and 6 Controllers with experience using Deltek & other systems. The Thor Group® provides CFO's & Controllers on a consulting, contracting, interim or direct hire basis.

Does a chief financial officer who is experienced in manufacturing and construction industries pique your interest? Technical knowledge involves Deltek Advantage, Oracle, Quicken, Fiserv and Intacct. Areas of expertise include account reconciliation, accounts receivable/payable, financial/operational IT systems, financial compliance/reporting, planning/forecasting, taxes/valuations and payroll processing. Achievements involved cutting insurance Costs by 15% and introducing AIA valuation for annual savings of $30K. Educational attainment includes Bachelor of Science in Accounting (summa cum laude) and Bachelor’s/Master’s in Economics.

Major responsibilities of this chief financial officer included managing several departments such as HR, business development, IT and accounting with ten employees, as well as handling the daily accounting operations of the organization. Key roles involved implementing comprehensive set of controls and budgets designed to mitigate risk, in addition to preparing and recording all financial transactions and contract progress billings. GAAP compliance monthly financial statements were prepared. QuickBooks was converted to engineer/architect-savvy Deltek Advantage software, overseeing comprehensive integration and employee training. Other roles consisted of reviewing/maintaining insurance contracts and successfully lowering professional liability insurance premium by at least 15% while halting annual premium increases.

The job covered performing company-wide financial & business planning and forecasting, along with conducting annual firm valuation, with heavy involvement in ownership transition. Improving processes and functions as needed, skillfully guiding and directing the Treasury function, while also greatly improving corporate risk management function were also carried out. Other contributions included convincing ownership of need for annual Certified financial statements, subsequently starting and organizing process to ensure schedules and statements were prepared for auditors, ultimately greatly reducing Cost.

Could the future success of your organization be helped by this chief financial officer who worked in a medical clinic, as well as proficient in Deltek Costpoint, Oracle and PeopleSoft? Technical competencies include Deltek Costpoint, Oracle, PeopleSoft, Great Plains, ADP Payroll and QuickBooks. Other skills involved handling all aspects of financial management with a track record of accomplishment in finance, information systems, and sales, in addition to compiling, analyzing and interpreting accounting/ Credit information, negotiating, establishing priorities and creating Action plans. Educational attainment includes Master of Business Administration; Master of Public Administration; and Bachelor of Science in Finance.

Important contributions of this chief financial officer included managing the accounting operations of the company, to include the production of financial reports, maintenance of an adequate system of accounting records, and a comprehensive set of controls and budgets designed to mitigate risk, enhance the accuracy of the company’s reported financial results. An additional task covered ensuring that reported results complied with generally accepted accounting principles. Supervising Billing, accounts payable and accounts receivable, was efficiently handled, along with maintaining $100K+ operating fund, an annual budget of $3M and grants management. This specialist improved $186,000 net loss to $21,000 net income within a year.

Key roles involved developing, implementing and maintaining finance/accounting and administrative policies/ procedures. Managing and preparing payroll on a bi-weekly basis, as well as managing the 401k plan were included in the list of duties. Functions included overseeing Cash flow planning and ensuring the availability of funds, along with overseeing Cash, investment and asset management.

What can a chief financial officer with work background in IT services, transportation and business services industries, as well as specializations in Deltek Costpoint, Sage MAS 90 and QuickBooks bring to your organization? Technical specializations involve Deltek Costpoint, Sage MAS 90, QuickBooks and Cognos. Educational background includes Master of Business Administration (Accounting) as well as Master of Commerce, Business Administration (MBA).

Successfully implementing the growth needs of a rapidly growing federal contractor corporation from $30 Million to $72 Million and 80 to 200 employees was one of the impact contributions of this chief financial officer. Top management was guided in implementing business and financial strategies. Other contributions involved increasing bank Credit line from $3,500,000 to $20,000,000 Million at .5% below market rate and negotiating construction loan of $9 Million at prime rate savings for more than $1.5 Million in interest Cost. Financing of $4,500,000 was also negotiated for the acquisition of the equipment 25% below market rate.

Responsibilities consisted of handling all accounting and financial reporting, in addition to negotiating favorable agreements and leasing agreements with vendors. Government and DOD contract management was carried out. Tasks involved directing the accounting department, accounting reports and supervising a staff of 14 accounting employees, along with developing and implementing various policies and procedures to improve the efficiency, accuracy of accounting systems. Developing and implementing internal control procedures were also carried out. This individual implemented various Cost savings ideas which resulted savings in multi Million dollars. Duties included developing and implementing short, Medium and long term financials planning.

Could your organization use a chief financial officer experienced in defense, IT services and professional services industries, as well as proficient in Deltek Costpoint, Oracle and Sage 50/Peachtree? Technical proficiencies cover Deltek Costpoint, Oracle, Peachtree/ Sage 50 and QuickBooks. Core competencies include financial statement/management reporting, job costing/variance analysis, A/R, A/P and G/L account analysis and risk management/regulatory compliance. Educational attainment includes MBA-Finance; MDiv-Hermeneutics; and B.A. in Religion (magna cum laude).

Primary tasks of this chief financial officer included serving as part of new team positioning firm for liquidity event by refocusing on growth and recertifying all internal financial records; updating policies/ procedures, and improving internal controls. The new Price to win strategy was introduced. In the first quarter, this specialist doubled sales volume and quintupled backlog. Pipeline and proposal activity have increased 400% from prior year. The existing financial reporting was enhanced without CAPEX spending. Key roles covered creating Ad Hoc Excel QuickBooks Reports that correctly produced accrual P-L, along with handling custom reports consolidating multiple county offices and adjusting for FX, while allowing multi-matrix/LOB views and analysis. Introducing improved employee benefits at reduced Cost and replacing high deductible HMO with TPA self-insured nationwide PPO with low deductibles, at an 18% baseline savings were some of the impact contributions.

In another job, the complete oversight and direction of finance, HR and contract groups for a $20M government contractor were carried out, experiencing dramatic growth with constrained resources. The firm was positioned for liquidity event by establishing investor relationships and recertifying all internal financial records; updating policies/ procedures and improving internal controls.

Would a chief financial officer with familiarity in investment banking, energy and computer software industries, as well as skilled in Deltek, Hyperion and MS Dynamics help your organization achieve greater success? Technical specializations cover Deltek, Hyperion and MS Dynamics. Core competencies include mergers/acquisitions, financial systems deployment, project management and financial reporting. Educational attainment includes MBA (magna cum laude) and BS Finance. This individual is a licensed Certified Public Accountant (CPA).

Making a positive difference with handling all administrative functions including finance, accounting, human resources, information technology, legal & risk management, and facilities was one of the key focuses of this chief financial officer. One of the responsibilities covered coordinating the build out of 20,000 sq. ft. facility as well as relocation of 75 employees and associated IT infrastructure with no business interruption. Duties involved implementing the organization’s first financial budget and forecast process and developing profitability, utilization, Cash management and variance reporting. This specialist received Performance award for using Deltek and achieved over $500K in annual savings from competitive bidding, contract renegotiations and deploying updated technology.

Notable tasks also included overhauling the organization’s pricing tools improving the accuracy of project estimates and managing investor/ creditor reporting including covenant compliance, monthly MD&A and quarterly board meetings. This individual implemented ERP to automate and integrated collection of T&E records, Billing, GL, reporting and HRIS. Training and transitioning over 250 employees from paper-based time & expense reporting to web-based process were some of the functions. Efforts exerted resulted in $2M in working capital recapture.

Could your organization use a chief financial officer who is experienced in security, financial services and manufacturing industries, as well as proficient in Deltek Costpoint, SAP and Oracle? Technical proficiencies cover Deltek Costpoint, SAP and Oracle. Other competencies include restructuring, portfolio management, ERP implementation and conversion. Educational background includes BS, Accounting & CTA. This individual is a Certified Public Accountant (CPA).

Some impact contributions of this chief financial officer included providing background investigative services, training and security solutions for the US government and leading all financial aspects, financial re-engineering, M&A integration, restructuring of operations, business modeling, pricing and government compliance (FAR, CAS). This individual consolidated two companies into one government business and managed financial restructuring/ implementation of a new multi-Billion dollar contract. Key roles involved negotiating successfully several significant requests for equitable adjustments ($30M EBITDA savings) and generating or supporting various productivity initiatives to significantly improve results (+$20M EBITDA). The new SAP system (conversion from Deltek Costpoint) was implemented. One of the skills brought to the table involved assisting with offering memorandum and sale of the holding company. Functions covered managing the successful bidding of two of the organization’s largest contracts ($3B in revenue) and driving the implementation of new SAP IT system for new customer requirements. Managing fleet operations and a special project was done to restructure ISD operations (+$15M EBITDA).

Another job covered serving as on-demand provider of tax-advantaged programs for consumer-directed health, commuter and other employee spending account benefits. All financial aspects were led, including financial re-engineering, M&A integration, business modeling and fundraising.

Could the future success of your organization be helped by this controller who worked in IT services, software and facilities services industries, as well as proficient in Deltek Costpoint, Deltek GCS Premier and Hyperion? Technical competencies involve Deltek Costpoint, Deltek GCS Premier, Hyperion, ADP and QuickBooks. Core competencies include multi-entity accounting operations management, forecasting, reporting, analysis, audits, Cash management and policies/procedures. Educational background includes BA in Business Administration/Finance.

Important contributions of this controller included directing all aspects of accounting and finance operations; financial/accounting integration of new acquisitions, general ledger, payroll, accounts payable, accounts receivable, financial reporting, budgeting, forecasting, internal controls, audits, analysis and Cash management. The job entailed managing for the migration from Deltek GCS Premier to Costpoint without the benefit of accounting staff as budget constraints necessitated an accounting wide reduction in force. This individual reduced end of month processing time by fifty percent by distributing and managing to monthly accounting calendar with deadlines for all actions required to close the month, by streamlining processes which had precluded a timely close in past and by constant communication with accounting staff.

This specialist collected over $200K in indirect rate variances for three completed contracts by creating an Access database which compared the original 2,000+ invoices sent to the federal government at the budgeted rate to the same 2,000+ invoices recalculated at the actual DCAA audited rates. The database was linked to a pivot table report which reflected the original invoice with all the original detail, then the adjusted invoice with the new indirect rates and a difference column indicating how much was due to/from the organization.

What can a controller with work background in construction, engineering and manufacturing industries, as well as specializations in Deltek Business Software, Peachtree Accounting and Sage 300/Timberline bring to your organization? Technical specializations involve Deltek Business Software, Peachtree/Sage 50, Sage 300/Timberline, ADP Payroll Software and Great Plains Accounting. Areas of expertise included strategic planning and implementation; corporate finance/accounting; Cash flow optimization; and risk management. Educational attainment includes MBA (Accounting) and BA/BS in Accounting.

Working with areas adding $1.2MM in profit through improved contract negotiations and serving as key Member in adding $1MM in profit through strategic rate increases were some of the accomplishments of this controller. Duties covered performing due diligence for potential acquisition, collecting over $500,000.00 in over-budget projects within 4 months and maintaining supervision of project Costs reducing overruns by 57%. This individual focused the sales staff on broadening customer base increasing sales by $10MM and reducing dependence on key clients and served as a key Member in opening foreign subsidiaries. Skills brought to the table consisted of investigating and implementing Deltek, a new financial and project management software system, as well as reducing 401K Costs 20%.

Other functions consisted of serving as key Member in changing payroll policies to ensure the company was compliant with labor laws and creating a new chart of accounts to help improve financial analysis/ reporting. The job covered reviewing and negotiating all contracts with clients and vendors to reduce liability, along with proposing rate changes to clients based internally on multipliers, market conditions and client risk.

Could your organization use a controller who is experienced in communication, professional services and oil/gas industries, as well as proficient in Deltek Vision and Deltek Costpoint? Technical proficiencies cover Deltek Vision, Deltek Costpoint, Quicken and Adobe. Educational background includes Bachelor of Science, majors in Finance and Economics.

One of the impact contributions included supervising all finance and accounting activities as well as staff, accounts receivable, accounts payable, payroll, general ledger, tax reporting and the computerized accounting system (Deltek Costpoint). This individual ensured the accuracy of financial information and dissemination to appropriate company and government representatives in a timely manner. Financial reports included monthly actual and projected income statements, balance sheets, Cash flows, orders and backlog. Key roles involved preparing and coordinating reports in response to requests from auditors (Sarbanes-Oxley, DCAA, PWC), along with developing and maintaining finance/ accounting policies/ procedures/ systems.

Skills brought to the table involved ensuring integrity of the data, respect of group accounting policies and adherence to financial processes, in addition to financial project management and analysis in Deltek Vision. Functions covered maintaining annual budget or reforecasts in Excel and reporting in Magnitude, in addition to managing monthly invoicing process, expense cycle and revenue recognition. The job consisted of preparing monthly staffing utilization reports and implementing the Vision system including project manager training, screen and report customization/ development of financial process manual. Coordinating prevailing wage tracking and researching a plan to save $2/hour ($55,000 annually) in expense were carried out. This specialist assumed a leadership role of software implementation for Costpoint, ET and CP Reports.

Would a controller with familiarity in financial services, manufacturing and packaging industries, as well as skilled in Deltek, Hyperion, ADP and Oracle help your organization achieve greater success? Technical specializations cover Deltek, Hyperion, ADP, Great Plains and Oracle. Core strengths include general ledger, accounts payable/receivable, Cost management, financial reporting/analysis and budget management Educational attainment includes BS in Finance (Accounting) and Business Management.

Making a positive difference with managing all aspects of engineering, construction and real estate development finances, as well as overseeing AP, AR (Billing out over $4M per month) and payroll were some of the key focuses of this controller. Responsibilities covered handling all HR and insurance needs, managing 7 entities, including settlements and maintaining working relationships with banking, insurance brokers and outside CPA. The annual review with tax preparation was completed, in addition to administering financial statements with all entities. Strategic planning with WIP analysis were carried out, along with Cash forecasting and budgeting for construction and real estate development.

Notable tasks in other jobs included supervising A/R, A/P, G/L; handling Paylocity payroll and managing the month-end close, quarter close, year-end close. This individual monitored Cash flow, collections, Cash forecasting; prepared budget analysis; and completed Great Plains update implementation. Functions involved revenue recognition with sales analysis and forecasting. Sales tracking with budget was applied  20% revenue increase with 15% decrease in direct expenses. PM10 balance sheet, P&L, budgets, projections, sales & orders reporting, along with inter-company reconciliations were managed, in addition to maintaining insurance policies (company and employee benefits). Year-end tax filing was part of the job.

Could your organization use a controller who is experienced in financial services, advertising and business services industries, as well as proficient in Deltek, Oracle, SAP and PeopleSoft? Technical proficiencies cover Deltek, Oracle 11i, SAP, PeopleSoft V8-V10, Great Plains, Navision (Dynamics). Educational attainment includes MBA Accountancy/Economics, BA Accounting/Economics and AAS Accounting/Banking.

Primary tasks included carrying out accounting and business consulting for small business and individual accounting needs, performing day-to-day accounting tasks and implementing internal controls. Preparing timely and accurate monthly financial statements, preparing annual financial plans & updates, as well as managing Cash flows to ensure adequate Cash were also handled. Key roles covered developing a project Cost track system to provide project Cost and margin information, developing historical financial statements since audit, managing the annual audit, coordinating with external auditors and for responding to audit requests. Qualified candidates were recruited into the accounting and finance department. Special projects were performed as needed. Part of the accomplishments involved implementing policy/ procedure and software training with emphasis in GAAP requirements. Supervising and managing office and staff were some of the tasks.

Contributions in another job involved serving as full cycle controller and human resources, performing day-to-day accounting tasks and preparing accurate monthly financial statements. Preparing annual financial plans and updates, Cash flow analysis with use of WIP reports, along with managing Cash flows to ensure adequate Cash at all times were managed. This individual handled developed a project Cost track system to provide project Cost and margin information and developed historical financial statements since audit.

What can a controller with work background in manufacturing, construction and banking industries, as well as specializations in Deltek Costpoint, JD Edwards, Hyperion and QuickBooks bring to your organization? Technical specializations involve Deltek Costpoint, JD Edwards, Hyperion, QuickBooks and SQL. Educational background includes MBA (Finance) and BS in Accounting.

Working with areas such as managing all financial, human resource, contracts administration, IT and office administrative support functions and reporting directly to the president were some of the skills brought to the table by this controller. One of the duties covered implementing project (job Cost) management controls to improve timeliness and accuracy of project financial Performance reporting and budget variance analysis on a portfolio of over 150 jobs totaling over $200M. Managing financial reporting and consolidation for international equipment manufacturing subsidiary, as well as implementing (JD Edwards) integrated financial systems and controls to support a 200% increase in annual sales over four years were some of the tasks. Enhanced sales pricing models were implemented resulting in 10-15% increase in gross margin over a three-year period.

Developing a Cash management program including ten years of zero Debt loss on AR, FX risk hedge, and 5% annual positive Cash flow was part of the responsibilities. Tasks involved developing and maintaining complete financial analysis/ reporting program, including subsidiary consolidations, annual & quarterly budgets, Performance metric analytics, product line profitability and acquisition analysis. Strong operational support and direction were provided to sales and project management departments in the form of contract negotiation, Performance bonds, Credit collections, job Cost reporting, commissions and coordination of legal issues.