Below are the 4 Controllers & 4 CFOs with experience using Deltek & other systems. The Thor Group® provides Controllers & CFO’s on a consulting, contracting, interim or direct hire basis.

Would it be beneficial for your organization to employ a controller with experience working in IT services, marketing/advertising and financial services industries? Educational background is composed of BS Accounting. Software skills consist of Deltek Costpoint, Cognos, Microsoft Dynamics SL, Microsoft Dynamics GP and FRx Report Writer.

Serving in an IT services company as a controller, reduced time to close five operating divisions and nine legal entities, in five countries, by 66% through management of the global Accounting Team against a detailed and comprehensive monthly closing plan. Part of the job was to lead the successful integration of the accounting functions of five acquisitions, involving managing the financial aspects of the new relationships, compiling accrual basis opening balance sheets, preparing purchase accounting entries, effecting accounting system conversions, and assuming the general ledger, accounts payable, billing, and collection functions. Also, led the development of the global commercial Accounting Team in the recruiting, interviewing and hiring of divisional controllers, senior accountants, and billing specialists, resulting in management oversight of a combined ten direct and indirect reports in US, Europe, and India.

As a controller in a marketing and advertising company, teamed with staff to perform due diligence on acquisition target, ultimately resulting in acquisition of 25 million dollars SEC registrant. Also, developed budget and forecast models supporting extension of 12 million dollars credit facility, 9 million dollars acquisition of new registrant and remunerative sale of a company. Furthermore, conceived and implemented improvements in project profitability reporting, fringe and labor allocations, tracking of unbilled and deferred revenue, as well as budgeting, forecasting, and commissions.

Would a detail-oriented financial controller who worked in general hospital, regional hospital and mental health clinic fit in your organization? Educational background is composed of Bachelor of Science in Business Administration and Master of Business Administration. Professional certifications consist of CPA and Certificate in Executive Leadership in Healthcare. Software knowledge consists of Deltek Advantage, Deltek Costpoint, ADP, Cognos, McKesson, Lawson, Hyperion and Meditech.

Some job functions included being accountable for cash management/cost containment and revenue management, from staff training to electronic medical records implementation increasing revenue by 60%. While employed in a general hospital as a financial controller, maintained and presented financial reports to Board of Directors and Executive Staff for several purposes including audit, compliance regulatory reports, board meetings, and county/state reports. Also, implemented an in-house payroll department which cut expenses totaling $180K paid to a third party vendor. Moreover, successfully served as hospital administrator and CFO during the hospital administrator’s absence.

Shared expertise by reviewing, correcting, submitting and collecting $900K from the State of Alaska due to a wrongful filling of Electronic Health Records done in prior years. While employed in a regional hospital & recovery center as a controller, negotiated and collected $800K of old outstanding A/R from a Native Organization. In addition, decreased A/R days from 91 days to 73 days by facilitating weekly accountability meetings with the Revenue Cycle team. Furthermore, prepared necessary accruals, GAAP entries, contractual allowances, and managed cash flow.

How can a controller who worked in construction, wholesale and retail industries help your organization? Technical knowledge consists of Deltek Vision, QuickBooks Premier and Enterprise as well as MAS 90.

Working with challenging issues such as managing multiple software upgrades including MAS 90 to Wind2 then Wind2 to Deltek Vision 6.1 have vetted this specialist’s work experience. As a controller in a construction company, saved 25% annually by conducting annual audits with outside vendors, as well as reduced Workers’ Compensation modification by 55% in four years as a team leader with departments. Part of the job was to spearhead company development of testing program for or lab facilities allowing for timely reporting for customers as well as capturing and increasing lab billing by 25%. Also, spearheaded revision of SQL deployment system, resulting in timely, comprehensive reports. Moreover, completed all payroll reporting for IRS, State of CA and union, both quarterly and year end.

With a “can do approach” in the area of setting up Job Costing System, Invoice Design and bill procedures with sub-contractors have been career objectives. Serving in a wholesale company as a controller, set up company books using QuickBooks Enterprise, as well as completed payroll processing including quarterly and year end reporting. Furthermore, was responsible for all Financial Statements, Tax Reporting and Estimated Taxes, completing quarterly payroll tax reporting as needed by state and federal agencies. Additionally, completed all monthly billing on a Time and Billing system.

Would hiring a controller with experience working in real estate management, construction and engineering industries help meet the needs of your organization? Technical skills consist of Deltek GCS Premier, Deltek Vision, ADP and ADP Total Source, Ajera Accounting System, Deltek, QuickBooks and Yardi. Educational attainment consists of Bachelor of Science in Accountancy and Master of Science in Accountancy.

Acting as a corporate controller in a federal contractor, directed and oversaw all accounting and financial activities including invoice processing at the Wide Area Workflow, monthly closing procedures, accounts receivable posting and collections, accounts payable, payroll and monthly financial reporting to partners and other stakeholders. This professional improved efficiency through effective management of internal controls including cost and expense indicators to forecast profits. Also, participated in the implementation of corporate policies and procedures and provided information to ensure price values are consistent with contracts.

While working for a real estate management and construction firm as a controller, oversaw the creation of financial reports detailing the transactions between partnerships, clients and large projects with domestic and international companies. Moreover, created and implemented new accounting procedures to complete accounts payable functions. In addition, provided CPA firms necessary information to file tax returns and served as corporate liaison with lenders and auditors. Furthermore, oversaw all payroll functions and filed related Federal and State taxes.

Would hiring a CFO with experience working in consulting, IT services and banking industries help meet the needs of your organization? Educational attainment is composed of Bachelor of Science, Major in Finance. Software skills involve Deltek GCS Premier, Deltek Time and Expense, Cognos Impromptu and QuickBooks.

Acting as a CFO in a management consulting company, successfully implemented Deltek GCS Premier Accounting and Deltek Time and Expense tracking. This professional developed internal company infrastructure. Also, was responsible for all aspects of financial reporting, human resources and payroll, taxes, cash and banking, accounts payable, accounts receivable and billing, risk management and insurance for a government contracting start-up company. Key accomplishments including developing and authoring Business and Financial Plan, as well as creating benefits package to attract and retain employees. Moreover, wrote employee manual to describe human resource policies and procedures as well as benefits.

While working for an IT services company as a deputy CFO, contributions were reducing monthly closing of financial period from 18 to 10 days. In addition, assessed and implemented a finance organization structure to support the company’s growth. This individual played an integral part in the creation of automated invoicing process to improve accounts receivable accuracy and shorten Days Sales Outstanding from 75 days to 45 days. Furthermore, made key decision to implement electronic time keeping system that reduced overhead manpower costs by 10 %.

Could the future success of your organization be helped by this CFO with work experience in IT services, consumer electronics and consulting industries? Educational attainment is composed of Bachelor of Science in International Trade and Master of Business Administration. Professional certifications involve Certified Public Accountant certification.

Contributed to the organization’s success by upgrading the ERP system from Deltek GCS to Costpoint. Serving as a CFO in an information technology and services company, managed the Federal/State/Local government IT consulting contracts including RFP process. Also, responsible for IPO filing to NASDAQ, submitted 1A statement to SEC and 10Q, and got the approval from SEC. Other duties were preparing/reviewing the pricing model for each government proposal, as well as being responsible for financial and strategical management for Fairfax HQ and New Jersey office. Moreover, revised the employee policy and company structure, as well as prepared/controlled the budget; updating and evaluating its performance every 3 months.

Supported organizational goals and objectives by partnering with the executive team on all operational and strategic issues as well as providing strategic recommendations based on financial analysis and projections, cost identification and allocation and revenue/expense analysis. As a chief financial officer in a consumer electronics company, made a special deal with the government bureau to set up the new factory in China. Part of the job was to be responsible for all of the intellectual properties including the license and periodic royalty reports. Furthermore, regularly met/discussed the license issues with the various licensors and lawyers and was responsible for the regular royalty reports.

Is impacting your organization with a chief financial officer who worked in security/investigations, infrastructure software and coal industries a current business consideration? Educational attainment is composed of Bachelor of Science in Accounting/Economics, Master of Business Administration and Graduate Courses in International Finance. Professional certifications involve Certified Public Accountant (CPA). Areas of expertise consist of Bank and Treasury Management, Financial Accounting and Reporting, as well as Strategic Planning and Development. Also, proficient in Deltek Costpoint.

While employed in a security and investigations company as a chief financial officer (CFO), led all initiatives in the conversion of the financial system, from Deltek System 1 to Costpoint, which resulted in a timely completion and prevention from receiving a qualified audit opinion. This specialist was regarded as the driving force behind the company’s 100% growth during tenure. Moreover, initiated the negotiation of a new credit facility which involved the transfer of treasury functions with a major bank, increasing the borrowing capacity from $12M to $22.5M.

Part of the job as a CFO was to execute the negotiation of $3.5M over-the-capacity allowance with the bank to get through the crisis. Some of the tasks were directing the settlement for the increase in bank facility to $28M leading to the increase in Long-Term notes to $8M from $3M, as well as attainment of additional $10M for a potential acquisition. In addition, pioneered the restructuring of processes and reduction of closing and reporting functions from 3 weeks to less than 10 days. Furthermore, took charge in the automation and streamlining of processes including time collection, expense report processing, billing, financial reporting, and budgeting.

What contributions could a CFO with experience working in IT services, mechanical/industrial engineering and defense industries bring to your organization? Educational attainment is composed of BS Accounting. Computer skills involve Deltek/Costpoint, QuickBooks and ADP.

Challenges like identifying and collecting over $750,000 of Tenant Improvement credits and $300,000 of expired Letter of Credit funds resulting in improved cash flow were welcomed and successfully completed. Serving as a CFO in an IT services company, responsible for all areas of finance, accounting, asset management and proposal pricing. Also, established a streamlined COA and indirect cost structure with service centers resulting in improved financial reporting and improved basis for pricing. Moreover, accelerated the billing and collection processes resulting in improved cash flow, as well as improved bank/credit facility relationship taking the company from an “overline” situation to compliance in less than 6 months. This resulted in higher credit availability, waiver of previously breached debt covenants and lowered monthly borrowing costs.

Shared expertise by establishing Mentor-Protege and Joint Venture relationship with a significant general contractor. While working in an IT services company as an interim CFO, established regular, streamlined cut-off procedures improving the monthly closing and financial reporting process. Also, established tracking and reporting of current contracts via backlog reports, implemented regular, sound proposal pricing strategies and improved communications with field personnel. Furthermore, helped return companies to profitability and sound business practices.