Below are the 6 Controllers & 6 Accounting Managers with Epicor & other systems experience. The Thor Group® provides accountants, financial analysts, business analysts & other Accounting / Financial Leaders with your industry experience on a consulting, contracting or direct hire basis.

Could your organization use a controller with experience in manufacturing, telecommunications and marketing industries who is knowledgeable in Epicor, QuickBooks, MAS and ADP Payroll? Technical proficiencies cover Epicor, QuickBooks, MAS, ADP Payroll, AS/400 Query, Macola and Crystal Reports. Educational background includes MBA in Global Management and Bachelor’s Degree in Accounting. This individual is a Certified Management Accountant and obtained Certifications in Lean Manufacturing White Belt and Six Sigma Green Belt.

Primary tasks of this controller included implementing the Epicor ERP system and managing the accounting function through business growth of 30%. Aside from calculating revenue and profitability by customer, product line and job, accomplishments involved reducing annual inventory costing process by 66% and reducing average monthly close time from 15 to 3 days while reducing the department headcount. The full P&L as well as balance sheet was managed. Internal controls were strengthened to safeguard assets. The job consisted of costing and controlling inventory, in addition to leading all aspects of monthly, quarterly and year-end close and audits. Year-end tax returns prepared by outside CPAs were reviewed. This individual reviewed credit applications from potential customers and managed human resources for over 100 employees including hiring, benefits and discipline issues.

Challenges like providing financial leadership to two metal manufacturing, a holding company and the largest cattle ranch in the Midwest, in addition to handling the year and month-end close focusing on revenue, expense, asset, liability accounts and reconciliations were welcomed and successfully completed on a regular basis. Payroll was recorded into the general ledger. An additional function covered handling daily bank reconciliations, cash application, A/P and A/R.

What can a controller with work background in manufacturing, financial services and pharmaceutical industries as well as specialization in Epicor, Oracle and SAP bring to your organization? Technical specializations involve Epicor, Oracle, SAP and Great Plains. Educational attainment includes Executive Master of Business Administration with Emphasis in Global Executive Management and Bachelor of Science in Business Administration, Major in Accounting. This individual obtained a Certification in Six Sigma.

Working with areas such as managing five diverse business units with total sales of $60M and 200 employees, as well as directly reporting to the CFO were part of this controller’s work experience. Duties covered negotiating the annual banking package, managing the day-to-day banking requirements and administering the banking software, AMEX software and purchasing cards. Tasks included negotiating and managing all insurance policies for all the entities, in addition to managing, training, hiring and supporting 4 direct reports in the accounting department. Key roles covered producing a full set of financial statements and key performance indicators each month, applying expert knowledge of Epicor software system and working with the sales managers to review the gross margin by SKU for all the corporation’s customers.

Responsibilities consisted of overseeing all external audits from CPA firm, banking and governmental agencies, along with producing and administering the annual budget for both internal and external users. Apart from setting up and managing the treasury department, an additional function involved directly reporting to the CEO with dotted line to the CFO. This specialist managed the continuous improvement in all work and developed/communicated the annual budget to the CEO and all functional areas.

Could the future success of your organization be helped by this controller with experience in manufacturing, logistics and airline industries who is proficient in Epicor, SAP, Oracle and QuickBooks? Technical competencies involve Epicor, SAP, Oracle and QuickBooks. Educational background includes BS Accounting.

Important tasks of this controller included controlling the activities of the U.S. operations accounting area to ensure accurate and timely dissemination of financial management reports including, but not limited to, internal and external monthly financial statements, annual external audits and budgets. The job entailed overseeing the activities of the accounts payable department, ensuring the accurate and timely processing of vendor invoices, purchase orders and employee expense reports. Tasks covered overseeing the activities of the accounts receivable department to ensure the accurate and timely management of all AR aging components including billing, cash receipts and cash applications.

Key roles involved managing payroll and human resources, as well as establishing and maintaining systems and controls to continually verify the integrity of all systems, processes and data. Forecasting and budgeting were efficiently carried out. Working with QuickBooks and the Avanti-Epicor operating system was one of the skills brought to the table. All activities of the corporate accounting area were managed to ensure accurate and timely disseminations of financial management reports including, internal and external monthly financial statements and management reports, annual audits and budgets. Other accomplishments involved reducing Latin American area monthly DSOs from 55 days to an average of 30 days by improving collection processes and decreasing unapplied customer remittances by 68% from a daily average of $16M to less than $5M.

Does a controller with experience in telecommunications, banking and retail industries who is knowledgeable in Epicor, NetSuite, QuickBooks and Sage 100 pique your interest? Technical knowledge includes Epicor, NetSuite, QuickBooks, Sage 100 and Paychex. Educational background includes Master’s in Economics & Finance, BA(H) in Business Administration and B-Com in Accounting.

Major responsibilities of this controller included planning and directing all accounting operations for 11 business units, managing the consolidation of financial statements and reconciling intercompany transactions. Key roles covered preparing internal and external financial statements for distribution, creating budgets, performing variance analysis and establishing operating metrics for all subsidiaries. Managing year-end audit and liaising directly with external auditors were positive experiences brought to the business table. Tasks covered developing and overhauling the accounting system and processes to eliminate workflow deficiencies and improve internal controls. Implementing the Accounting Module in Vision (ERP by Epicor) resulted in a significantly reduced month-end close process. The HR solution (Balance Point) was integrated for improved accuracy and faster processing of payroll and GL entries of payroll.

Other duties involved preparing the monthly and annual reporting package including balance sheet, P&L, cash flows and budgets, developing accounting department, improving workflow efficiency, implementing the NetSuite platform and delegating responsibilities. Best practices and controls were developed and implemented to ensure operational efficiency. The job covered enhancing billing and collections processes to streamline AR function resulting in recovery of roughly $500k in funds owed from external parties. The monthly close process was reduced from 6 weeks to 2 weeks. Improving and reorganizing warehouse processes were done to improve Inventory management including costing of inventory.

How can your organization gain an advantage with the help of a controller with work background in import, marketing and engineering industries who is skilled in Epicor, SAP and Peachtree/Sage 50? Technical skills cover Epicor, SAP, PeopleSoft, ADP, Hyperion, Peachtree/Sage 50 and Access. Educational attainment includes BS, Accounting. This is a Certified Public Accountant with Certifications in Six Sigma Green Belt and as Project Management Professional.

Main functions of this controller were comprised of serving as project manager for a $30M government defense project and performing customer contract reviews from a financial/operational risk perspective. Managing and administering local ISO 9001 and ISO 14001 policies were some of the duties. An additional role covered managing the timely rollout of the Epicor ERP procurement module (purchase requisitions, purchase orders, A/P).

Notable tasks included overseeing all accounting and finance activity including general ledger administration A/P, A/R accounting processes, accounting close and reporting, treasury management, corporate budget, forecast compilation/reporting, sales commission reporting and SOX regulatory compliance. Responsibilities consisted of leading the finance and accounting effort of ERP implementation and designing the chart of accounts to accommodate product line analysis. This specialist scaled up the accounting/finance team to accommodate 40% year over year sales growth. The first company product line profitability analysis that identified pricing issues was created. Building the departmental budget and forecasting models that facilitated better cost control was also completed. Negotiating better LOC terms resulted in annual savings of $10K. Identifying and engaging a new insurance broker resulted in annual savings of 45%.

How can your organization gain an advantage with the help of a controller with background working in packaging and manufacturing industries? Technical competencies involve Epicor and Crystal Reports. Educational attainment includes BSBA, Major in Accounting. This individual is a Certified Public Accountant.

Main functions of this controller included managing all accounting systems including A/P, A/R, G/L, job cost, inventory, order entry, invoicing, payroll and fixed assets, as well as serving as network administrator for the Windows network that utilized Epicor Software. Working as a health insurance administrator, cash management as well as managing credit and collections were all part of the duties competently performed on an ongoing basis. This individual heavily used Excel, developed a program to facilitate costing, purchasing and production as well as served as human resources manager.

Skills consisted of managing the accounting department, managing cash and bank relationship. Duties involved financial statement preparation, implementing the ERP system as the project leader and overseeing the yearly audit. Extensive experience with Crystal Reports was also applied. Key roles included overseeing the information systems, preparing the annual budget and administering the 401(k) plan and health insurance plan. Overseeing and shopping for commercial insurance as the risk manager and administering credit and collections were also completed. Responsibilities involved financial statement preparation, implementing the job cost program and monitoring the capital expenditures. Budget variances were analyzed, and the annual budget was prepared. Filing income, sales/use and payroll tax returns were efficiently handled. Developing the bill register, depreciation schedule, cash receipts journal and variance analysis report utilizing Lotus 123 was carried out.

Would an accounting manager with experience in manufacturing and marketing industries who is proficient in Epicor, Sage and QuickBooks help your organization achieve greater success? Technical specializations cover Epicor, Sage, QuickBooks, AS/400 and Global Shop. Educational background includes Masters of Business Administration and Bachelor of Arts in Business Administration. This individual obtained Certifications in ISO 9001: 2008 Internal Auditing and Human Resource Management.

Making a positive difference with analyzing balance sheet account schedules and posting monthly general journal entries using the ERP system, Epicor were some of the key focuses. Responsibilities covered preparing financial statements in MS Excel to review with the shareholders, monitoring cash and petty cash account, as well as reconciling bank accounts daily. This specialist performed in-house payroll for over 100 employees weekly; calculated and submitted union dues accordingly. Completing tax returns for Federal and State, quarterly and annually (571-L, 941, DE6, EDD, FUTA, sales use tax), preparing W2s and 1099 for employees and vendors annually, along with submission of W3 and 1096 were also completed.

Notable skills used on a regular basis included performing month-end close for three divisions and preparing monthly and quarterly financial statements as well as producing divisional daily spending reports for the management team. Functions covered managing the daily cycle counts to maintain SOX compliance, in addition to analyzing and reconciling accounts to maintain integrity of financial statements. The job involved working as an internal auditor of SOX testing for the company’s subsidiaries. Tasks consisted of developing and implementing internal accounting controls and improving the chart of accounts.

Does your organization require the expertise of an accounting manager with work background in the manufacturing industry who is adept in Epicor, NetSuite and SAP? Technical knowledge involves Epicor, NetSuite, SAP, QAD and BPCS. Educational attainment includes Masters of Business Administration Degree in Finance and Bachelor of Science Degree in Accounting. This individual is a Certified Public Accountant.

Important contributions of this accounting manager included setting up and maintaining financial statements using NetSuite cloud computing system, including 2 related real estate companies. Key roles were comprised of leading the conversion team from 2 separate legacy systems (Epicor & BBJ) to ERP system (NetSuite), as well as preparing financials and annual reports for 3 companies. A staff of 6 was trained and supervised.

Functions involved setting up and maintaining financial statements using SAP and BW reporting systems including a joint venture company. In addition, this individual prepared financials and annual report for a joint venture company and updated/maintained customer master files in SAP. Supervising and training a staff of 3 were completed. Account reconciliations were prepared for balance sheet and selected P&L accounts. Skills covered managing all fixed assets accounting and reporting using SAP, in addition to handling all tax reporting compliance issues, sales and use tax returns. Assistance was provided with budget preparation and year-end audit. Apart from preparing financial reporting packages with related schedules and commentary, fixed assets were managed including construction in progress. World Sugar reporting and compliance requirements were maintained, along with setting up and maintaining financial statements using BPCS and E-dash reporting systems.

What can an accounting manager with experience in manufacturing, marketing and packaging industries, as well as specialization in Epicor, Oracle and SAP do for your organization? Technical competencies consist of Epicor, Oracle, SAP, AS/400 and Contpaq. Educational background includes Bachelor’s Degree with Areas of Study in Accounting, Audit, Cost and Tax.

Key roles of this accounting manager were composed of handling process improvement for the cost department, inventory reconciliation, machine shop and financial statements reporting. Duties involved providing process improvement for the manufacturing order process and serving as an accounting software migration leader. Process improvement for the tax reporting set standard was also carried out. Software used covered Epicor and Contpaq.

Other functions included handling all plant accounting functions and preparing all month-end close. Apart from preparing all monthly and annual financial reports, responsibilities were comprised of analyzing and preparing all variance reports. This individual was in charge of all aspects of inventory control and coordinated the accounts payable function. Reserve analysis was carried out, along with managing the overhead and labor standard rates annual setup. Variances analysis in work order, labor and PPV, in addition to inventory, excess and fringe reserve analysis were carried out. The integrity of routers and overhead rates was maintained. Skills involved reserve analysis, coordinating the calculation and change of overhead and labor standard rates, along with engaging in processes critical to the financial integrity of the plant such as cycle counting, Shrink analysis, scrap processes and physical inventory. This was in addition to variance analysis: work order variance, labor variance, purchase price variances and overhead variance.

How can an accounting manager with background working in manufacturing, marketing and hotel industries who is knowledgeable in Epicor, Peachtree/Sage 50 and SAP fit within your organization? Technical specialties cover Epicor, SAP, QuickBooks, Peachtree/Sage 50, Solomon, Sage Business Works and Lotus. Educational attainment includes Bachelor of Science Business Degree (Finance and Marketing).

Duties of this accounting manager covered preparing monthly and quarterly journal entries, as well as compiling and analyzing account and system information for Canadian and domestic business. The monthly closing and financial reporting process, which included preparing analytics for management (monthly and quarterly) were completed. Monthly account reconciliations were prepared to ensure accurate reporting in accordance with GAAP. Resolving accounting discrepancies and assisting the department heads with issues were some of the functions. This individual used Verian-Baseware for accounts payable, Epicor Production for journal entries and general ledger research in numerous databases, as well as SAP BusinessObjects BI launch pad for income statements or balance sheets and FRx production for departmental overhead reports and budgets. An additional task involved reporting to the senior corporate accounting manager.

Key roles consisted of meeting accounting financial objectives by forecasting requirements; preparing an annual budget; scheduling expenditures; analyzing variances; and initiating corrective actions. Skills brought to the table included confirming the financial status by monitoring revenue and expenses; coordinating collections, consolidation and evaluation of financial data along with preparing special reports. Accounting controls were maintained by establishing a working chart of accounts and cost centers/departments while accounting policies and procedures were defined through ABAS. Building month-end and year-end closing procedures for accounts receivable, accounts payable, collections, purchasing, payroll and financial reporting was carried out.

Does an accounting manager with work background in nonprofit and social services industries who is skilled in Epicor, Lawson and MS Dynamics Great Plains pique your interest? Technical knowledge includes Epicor, Lawson, MS Dynamics Great Plains, Ceridian Payroll Systems, Paylocity, Crystal Reports, Lacerte and Jamis. Educational background includes Graduate Studies in Accounting and Art History, as well as BA Accounting and Business Management.

Primary functions of this accounting manager included preparing and filing the exempt tax return IRS forms 990 and 990T. Aside from developing new schedules to extract specialized information from the accounting system, this individual presented tax returns and discussion of major tax matters to audit and finance committees. Responsibilities consisted of directing the audit preparation process, in addition to coordinating internal scheduling and provision of reports to auditors. Preparing specialized accounting schedules for split-interest funds, endowments, and debt covenant compliance was also completed. The timely coordination reduced staff overtime by more than 70%. Assistance was provided in the design and functionality of the new retail accounting sales system (Epicor) as it pertained to accounting modules for sales, inventory and UBIT.

The job covered coordinating all foreign exchange contracts (buys and sells) and currency reporting, as well as advising the senior management in contract placement to maximize revenue, reduce costs and minimize risks. Weekly status reports for contract usage were updated, while new contracts were negotiated and executed. More so, FX accounting models were implemented. Other duties involved managing the timely production and fulfillment of all Federal reporting requirements for employee benefit plans, state fundraising certifications and international transactions oversight.

What can your organization gain with the help of an accounting manager with experience in manufacturing, chemical and insurance industries, who is also proficient in Epicor, Hyperion and JD Edwards? Technical skills cover Epicor, Hyperion and JD Edwards. Educational attainment includes Bachelor of Business Administration, Majors in Accounting and Management; Minor in English. This specialist is a Certified Management Accountant.

One of the main duties of this accounting manager included preparing month-end financials for two manufacturing companies using percentage of completion method. A staff of eight in two states was supervised. This individual managed the software implementation team for the new ERP Epicor.

Notable tasks included supervising the month-end closing for nine businesses with over 300 employees with staff of three accountants with over 80M in assets, in addition to decreasing the closing process time by 300%. Accomplishments covered reducing banking fees by 30% and reducing inventory by 15% in six months. Key roles involved managing the annual budgets and annual external audit, in addition to proposing 12 month forecasts. An additional duty consisted of reporting directly to the board of directors. Skills involved processing month-end closing including inventory valuation, journal entries, financial packages, consolidation and special account analysis, in addition to preparing the work order cost analysis of top selling parts. Supervising purchasing, accounts payable, IT and administration areas, along with absorbing controller duties when the position was eliminated were efficiently managed. Completing all corporation financial reporting was done through Hyperion and multiple system implementations in JD Edwards.