Below are the 9 CFO's with Deltek ERP and other systems experience. The Thor Group® provides financial/accounting leaders who know your industry & systems on a consulting, contracting or direct hire basis.

Select the Title Links for Additional Information on Each of These 9 CFO Summaries

1. Chief Financial Officer, who Led the Company Out of a Financial Downturn from USD12.1M in Revenues and Growing the Business to USD35.1M. Experienced in Engineering and Business Services Industries. Used Deltek and QuickBooks. who Led the Company Out of a Financial Downturn from USD12.1M in Revenues and Growing the Business to USD35.1M. Experienced in Engineering and Business Services Industries. Used Deltek and QuickBooks.

2. CPA/Chief Financial Officer, who Managed a Staff of 4 Accountants in the Billing Office, Producing Net Revenues of USD6M Annually. Work Background in a Behavioral Healthcare Provider. Utilized Deltek, MS Dynamics GP, PeopleSoft and Sage 100.

3. CMA/Chief Financial Officer, who Managed Accounts Receivable/Payable Processes and Risk Management to Decrease AR Balance by 75%. Worked in Nonprofit, Business Services and Hardware Industries. Used Deltek Costpoint, Oracle, PeopleSoft and SAP.

4. Chief Financial Officer, who Resolved Issues in the Accounting System and Enhanced the Company’s Reporting. Work Background in Manufacturing, IT Services and Financial Services Industries. Utilized Deltek Costpoint, SAP, Oracle and Peachtree/Sage 50.

5. CPA/Chief Financial Officer, who Accelerated Account Receipts by Setting up Automated Recurring Billing and Strengthening Internal Controls. Experienced in Business Services & Engineering Industries. Used Deltek, Epicor, MS Dynamics GP & Hyperion.

6. CFO, Managed Migration to Deltek GCS Premier to Meet Government Contracting Accounting Requirements. Experience Working in Business Services and IT Services Industries. Utilized Deltek System 1, Deltek GCS Premier, Deltek Costpoint & QuickBooks.

7. CFO, Completed the Implementation of a New Deltek Costpoint Accounting, ERP & MRP System. Work Experience in Aviation & IT Services Industries. Used Deltek Costpoint & Cognos Impromptu.

8. CFO, Generated Strategic Blueprint with the Founder that Achieved Scaling Revenues from Zero to USD 100M in 26 Months. Worked in Social Services, Retail & IT Industries. Utilized Deltek Costpoint, AS/400, SAP & Oracle.

9. CFO, Reduced Unbilled Work in Process Hours by 30% that Reduced Working Capital Borrowings & Implemented a Compensation Plan for Staff. Experienced in Government, Marketing & Communications Industries. Used Deltek ERP Costpoint.

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ID #: MS16170386

Chief Financial Officer who Led the Company Out of a Financial Downturn from USD12.1M in Revenues and Growing the Business to USD35.1M. Experienced in Engineering and Business Services Industries. Used Deltek and QuickBooks.

Does a chief financial officer with experience in engineering and business services industries who used Deltek and QuickBooks pique your interest? Technical knowledge includes Deltek and QuickBooks. Other proficiencies include capital development (debt financing, traditional lines of credit, asset-based loans, factoring), proposal development, pricing, contract administration and negotiation. Educational background includes B.S. in Business Administration, minor in Spanish (cum laude).

One of the major responsibilities of this chief financial officer included directing all financial related departments/operations of the company (financial preparation/ analysis, company-wide budget development and execution, forecasting). Regular meetings with bank relationship managers and external CPAs were attended. This individual provided all financial reports, audits, and borrowing base certificates and ensured loan compliance. The setup and financial administration of all contracts (government and commercial) were supervised. Key accomplishments involved leading the company out of a financial downturn from 12.1 million in revenues and growing the base of business to 35.1 million by FY17; projected to reach $40 million. Cash flow was improved by introducing bi-monthly invoicing policy and eliminating factoring to produce a cost reduction of $250k (annualized).

The job covered developing all indirect rates, including adding field office and material handling rates, for use on proposal submissions, as well as renegotiating debt funding cutting interest rate in half resulting in annualized savings of $150K (three successive rounds of negotiations). Part of the tasks consisted of overseeing the acquisition of a competitive engineering firm to expand the company’s knowledge base and skill-sets while adding to revenue stream.

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ID #: KS16451215

CPA/Chief Financial Officer who Managed a Staff of 4 Accountants in the Billing Office, Producing Net Revenues of USD6M Annually. Work Background in a Behavioral Healthcare Provider. Utilized Deltek, MS Dynamics GP, PeopleSoft and Sage 100.

How can your organization gain an advantage with the help of a chief financial officer with work background in a behavioral healthcare provider who utilized Deltek, MS Dynamics GP, PeopleSoft and Sage 100? Technical skills cover Deltek, MS Dynamics GP, PeopleSoft and Sage 100. The professional has over 25 years of broad industry experience in all aspects of accounting, particularly, financial planning, project management, budget preparation, financial reporting, month-end close, ERP implementation/migration, inventory, consolidation and cost accounting. Educational attainment includes BS in Accounting, minor in English. This individual is a Certified Public Accountant (CPA).

While working for a behavioral healthcare provider, main functions of this chief financial officer were composed of directly reporting to the facility CEO and managing all financial aspects of the facility as contracts and HR management. A staff of 4 accountants in the billing office was managed, producing net revenues of $6M annually.

Notable tasks included managing the utilization review specialist and administering the monthly close including all journal entries and balance sheet reconciliations. Quarterly reporting schedules were submitted to the corporate office for financial filings including operating lease analysis. Supporting all facility IT functions was carried out, along with annual budget preparation utilizing Oracle PBC.

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ID #: OW2304836

CMA/Chief Financial Officer who Managed Accounts Receivable/Payable Processes and Risk Management to Decrease AR Balance by 75%. Worked in Nonprofit, Business Services and Hardware Industries. Used Deltek Costpoint, Oracle, PeopleSoft and SAP.

Could the future success of your organization be helped by this chief financial officer with work experience in nonprofit, business services and hardware industries who used Deltek Costpoint, Oracle, PeopleSoft and SAP? Technical competencies involve Deltek Costpoint, Oracle, PeopleSoft, SAP, Hyperion and Sage/MIP. Core competencies include financial planning/analysis, monthly budgeting/forecasting, capital budgeting/planning, accounting/cash management, change/matrix management and financial reporting/audits. Educational background includes MSF (MS in Finance) and BA in Finance & Economics. This individual is a Certified Management Accountant (CMA).

Important contributions of this chief financial officer included managing $70M annually in revenue and expenses, as well as ensuring full compliance government grant rules/ regulations and US GAAP. The job entailed managing AR/ AP processes and risk management leading to a decrease in average AR balance by 75%. All AP and treasury activities were directed, leading to a 25% increase in operating cash. Tasks covered directing the corporation’s or each school’s external audit and A133, in addition to delivering the corporation’s final unqualified audit 8 weeks early. Developing operating, cash, capital and headcount budgets for both the corporation and the local schools (20) led to better financial performance and cash management.

This specialist prepared financial packages for submission with state applications for public charter school approval leading to an increase to an additional 5 schools (25% annual growth) being approved. Account level metric reporting was created for senior management which provided quicker or more reliable information on school performance. Innovative financial arrangements were developed which allowed the schools to finance their capital/ operating needs and met all state/ federal requirements.

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ID #: BJL2534320

Chief Financial Officer who Resolved Issues in the Accounting System and Enhanced the Company's Reporting. Work Background in Manufacturing, IT Services and Financial Services Industries. Utilized Deltek Costpoint, SAP, Oracle and Peachtree/Sage 50.

What can a chief financial officer (CFO) with work background in manufacturing, IT services and financial services industries who utilized Deltek Costpoint bring to your organization? Technical specializations involve Deltek Costpoint, SAP, Oracle and Peachtree/Sage 50. Other skills include financial planning/analysis; financial, SEC, FAR, tax reporting/ compliance, treasury management and investments. Educational attainment includes JD Program, MBA and BS Accountancy.

Working with areas such as consulting with CEO and/or other executives on various matters, encompassing CFO duties set forth under core qualifications was one of the responsibilities of this chief financial officer. Major projects included analyzing and deciphering the final regulations issued by the IRS for tangible property (T.D. 9636), bringing the compliance with such regulations. This individual performed internal audit of accounting system and identified issues, resolving such issues that enhanced the company’s reporting (both management & financial reporting). Skills brought to the table consisted of performing risk analysis, identifying and resolving certain issues, including intellectual property and contract matters. Other functions involved designing and implementing key performance indicators/metrics, enhancing company performance; and performing contractual and financial/cost benefit analysis of receivable insurance.

Tasks in another job involved directing the accounting and finance team of over 100 and a legal & compliance team of over 20, encompassing those CFO duties set forth under core qualifications. The company focused on funding and managing infrastructure development in 39 developing nations. Major projects involved preparing and negotiating infrastructure development contracts with the specific developing nations; designing and implementing an ERP system; and designing, documenting, and implementing project and company-wide controls, processes, and budgets.

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ID #: JM1785773

CPA/Chief Financial Officer who Accelerated Cash Receipts by Setting up Automated Recurring Billing and Strengthening Internal Controls. Experienced in Business Services and Engineering Industries. Used Deltek, Epicor, MS Dynamics GP and Hyperion.

Could your organization use a chief financial officer with experience in business services, engineering and financial services industries who used Deltek? Technical proficiencies cover Deltek, Epicor, MS Dynamics Great Plains (GP), Hyperion, JD Edwards, QuickBooks, SBT Pro and Sage 300/Timberline. Areas of expertise include cash management, taxes, financial reporting, 401K administration, risk management and banking relations. Educational background includes Bachelor of Science in Accounting.

Some impact contributions of this chief financial officer included managing all accounting/finance/IT functions for a privately held golf course management firm with 425 employees located in six states, as well as supervising a staff of eight. Cash receipts were accelerated through the setup of automated recurring billing and strengthened internal controls with implementation of written processes and procedures. This individual transitioned to a new computer software which included automated integration with POS & payroll systems. Key roles involved redesigning the financial statement reporting package and introducing financial dashboards with metrics.

Skills brought to the table in an engineering firm involved managing all accounting/finance functions for a privately held civil engineering firm with 60 employees in three states, plus supervising a staff of three. Functions covered improving previously weak internal controls and adding additional written processes and procedures. Revamping the computer system costing setup, billing/collections processes and month-end close process was part of the job. New credit procedures were implemented and weekly collections meetings were conducted which reduced DSO from 117 to 68 days. In another job, one task was managing consolidated accounting functions for a privately held residential real estate sales and sub-prime mortgage brokerage/lending firm with 170 employees and 1099 contractors.

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ID #: HSN16590897

CFO, Managed Migration to Deltek GCS Premier to Meet Government Contracting Accounting Requirements. Experience Working in Business Services and IT Services Industries. Utilized Deltek System 1, Deltek GCS Premier, Deltek Costpoint & QuickBooks.

Would a detail-oriented chief financial officer (CFO) with experience working in consulting, IT services and driving industries fit in your organization? Educational attainment is composed of BS Accounting and Professional MBA (Human Resource Management). Software skills consist of Deltek System 1, Deltek GCS Premier, Deltek Costpoint, Great Plains, Peachtree/Sage 50, QuickBooks Pro, Solomon, Sage MAS 90 and ADP Payroll.

Some accomplishments included preparing annual incurred cost report to a government agency, as well as preparing migration from QuickBooks to Deltek GCS Premier Accounting system. As a CFO in a management consulting company, developed finance/accounting & contract policies and practices, proposal development guidelines and established financial reporting mechanism for management. In addition, prepared cash flow projections and worked with local bank to review existing line of credit and established a new line of credit.

Shared expertise by directing and managing migration to Deltek GCS Premier to meet government contracting accounting requirements. This was intended for data collection and cost segregation on the basis of cost objectives for contract reporting and revenue recognition for CPFF, T&M, and FFP contracts. Serving as a CFO in an IT services company, developed and communicated monthly project/contract status reports and participated in operational strategic planning. Furthermore, participated in contract review/kick-off meetings, created and maintained projects/tasks records in Deltek.

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ID #: BB15916342

CFO, Completed the Implementation of a New Deltek Costpoint Accounting, ERP & MRP System. Work Experience in Aviation & IT Services Industries. Used Deltek Costpoint & Cognos Impromptu.

How can a chief financial officer (CFO) with work experience in aviation and IT services industries help your organization? Educational background is composed of Bachelor of Arts in Economics and Master of Business Administration. Technical skills and knowledge involve Deltek Costpoint accounting/project costing software as well as ERP system and Cognos Impromptu.

Working with challenging issues such as managing the division controller who ran the budgeting and forecasting process, financial planning, cost and general accounting, EAC approvals, accounts receivable/payable, payroll, risk management and other financial functions in support of business operations were part of this specialist’s work experience. As a CFO in an aviation and aerospace company, certified quarterly financials for SEC 10K, 10Q reports and SOX 404 internal controls, as well as completed the implementation of a new Deltek Costpoint accounting, ERP and MRP system. Moreover, gained DCAA acceptance of new accounting/ERP system eleven months after implementation.

With a “can do approach” in the area of managing a lean staff of 25 personnel in this capacity, as well as preparing reports for CFO and his staff for inclusion in SEC 10K and 10Q reports. In an information technology and services company, attested to the validity of the financial statements for SOX purposes. Furthermore, played an integral role (data integrity, troubleshooting, etc.) in the transfer of accounting systems from Deltek Costpoint to a PeopleSoft (now Oracle) ERP system.

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ID #: MB2240945

CFO, Generated Strategic Blueprint with the Founder that Achieved Scaling Revenues from Zero to USD 100M in 26 Months. Worked in Social Services, Retail & IT Industries. Utilized Deltek Costpoint, AS/400, SAP & Oracle.

Would hiring a chief financial officer (CFO) who worked in social services, retail and IT industries help meet the needs of your organization? Educational background is composed of BS Business Administration, Major in Accounting and Finance. Software know-how consists of Deltek Costpoint, AS/400, Great Plains Microsoft, SAP One, Oracle, QuickBooks, Net Suite, Peachtree, MAS 90, MAS 2000, SAAS, FRX, and PeopleSoft Accounting.

Acting as a CFO in an individual and family services company, introduced & devised a strategic plan with the CEO that stabilized & restructured an unprofitable organization in 90 days resulting in $1.7MIL turn-around in monthly profitability, and producing a $1MIL monthly EBITDA result. Also, instituted new centralized best practices & standards company-wide in multiple locations for customer acquisition, revenue cycle, budgeting, procurement, and financial reporting – resulting in an immediate EBITDA benefit of $1.2M. Similarly, reformed troubled cash management and revenue cycle processes which resulted in a significantly improved cash position by $4MIL as well as reduced bad debt allowance by $10MIL and returned organization to profitability.

While working for a retail company as a CFO, generated the strategic blueprint with the founder that achieved scaling revenues from zero to $100MIL in 26 months, raising $75MIL, and closing an exclusive 5-year pricing & trading deal. Moreover, identified immediate merger & growth opportunities as well as negotiated purchase of 4 companies doubling revenues with an immediate ROI of 200%, for minimal cash investment. Furthermore, achieved 40% profit margins more than double in the industry’s benchmarks by implementing controls and operation best practices, including design & launch of an integrated e-commerce SAP Accounting System. This ensured accurate product costing, discounts, rebates, pricing, along with executive oversight.

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ID #: AMC16590896

CFO, Reduced Unbilled Work in Process Hours by 30% that Reduced Working Capital Borrowings & Implemented a Compensation Plan for Staff. Experienced in Government, Marketing & Communications Industries. Used Deltek ERP Costpoint.

Could the future success of your organization be helped by this chief financial officer (CFO) with experience working in government, marketing and communications industries? Educational attainment is composed of Bachelor of Science in Business. Software knowledge includes Deltek ERP Costpoint Software.

Contributed to the organization’s success by completing implementation of Deltek ERP Costpoint Software to provide reporting by service type, project and client to identify potential opportunities for profit improvement. While employed as a chief financial officer in a privately held federal government contractor, prepared GAAP financial statements with an analysis of actual results to budget. Additionally, was responsible for accounting, payroll, contracting, procurement, project management, human resources and risk management. Additionally, worked with IT staff in expanding the user knowledge of Deltek Costpoint Software to provide actionable data for project managers.

Supported organizational goals and objectives by completing implementation of Deltek ERP Vision Software to provide reporting by service type, project and client to identify potential opportunities for profit improvement. This individual developed and implemented financial as well as accounting policies to assure financial transparency in financial reporting. Key achievements were reducing unbilled work in process hours by 30% reducing working capital borrowings, as well as recommending and implementing a compensation plan for national and regional sales staff. Furthermore, forecasted and analyzed cash flow to support working capital lending requirements.

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