Below are the 5 Controllers & 5 CFO's with Epicor & other systems experience. The Thor Group® provides Controllers & CFO's as well as other financial / accounting leaders on a consulting, contracting, interim or direct hire basis.

How can your organization gain an advantage with the help of a corporate controller with background working in HVAC, transportation and manufacturing industries, as well as skilled in Epicor, Hyperion and SAP? Technical competencies involve Epicor, Hyperion and SAP. Educational attainment includes Master’s in Business Administration, Master’s in Business Administration (Advanced Management) and Bachelor’s degree in Public Accounting. This specialist is a Certified Public Accountant (CPA).

Main functions of this corporate controller included executing the strategy to obtain TLCAM benefits (IMMEX) and VAT recovery process along with a critical short cash management and production forecast model, to ensure optimal business success as well as increase EBIT by 18% versus US operation. This individual directly supervised and coordinated all finance activities, full accounting cycle, FP&R, TRS, risk management, exposure audit, and legal operation activities by providing regular coaching/ training, counseling and communication to associates, interacting daily with numerous departments to create business process culture. Epicor was designed and implemented. Skills consisted of effectively managing the accounting financial duties for LATAM operation, consolidation, Mexican statutory taxes compliance, banking relationship, legal, BOM, CAPEX DCF analysis, billing and collections, while accurately reconciling bank accounts for cash flow.

For another job, the control financials were directed, encompassing finance/ controllership for all of the new acquisitions of wheat, corn and oil business in Mexico over manufacturing or trading business. Th dotted line reporting to the North American controller was also carried out. The job involved working as a head of finance to integrate the new business to the company global platform.

What can a controller with work background in real estate, manufacturing and technology industries, as well as specialization in Epicor, SAP and JD Edwards bring to your organization? Technical specializations involve Epicor, SAP, JD Edwards, Great Plains, Peachtree/Sage 50, Sage MAS 90/200, SQL and Visio. Educational attainment includes BS in Economics (emphasis in Accounting) and MBA. The individual is a member of the Institute of Management Accountants.

Working with areas such as closing year-end preparation including J/Es using Epicor was part of this controller consultant’s work experience. Duties covered preparing the financial package and comments versus budget or versus prior month, as well as exporting financials from Epicor to FRx. Bank reconciliations were prepared for 8 bank accounts.

Responsibilities in other jobs consisted of auditing the cost system under Epicor ERP system and managing perpetual inventory, BOM and actual material usage. Tasks included analyzing and recommending the improved capture of direct labor allocated to production. The DL absorption captured was 55. Key roles covered providing the break-even analysis presented to the board while offering aggressive sales plan and tight expense control. The accounting, HR and IT functions were reorganized to reduce 5 headcount or $200K. This specialist re-implemented MAS 500 to later migrate to MAS 90/200. Financial reports were designed in FRx. Risk management was reorganized, including general liability, workmen’s compensation, medical, Caf-125 and 401K. ADP payroll integration with G/L was implemented, reducing month-end closing by 2 days. Skills brought to the table involved coordinating the switch of the employees to P.E.O. (Ex-Mod out of control), reducing the worker’s compensation ratio, saving $200K/year in W/C premium.

Could your organization use a controller with experience in business services, manufacturing and technology industries, as well as knowledgeable in Epicor, Oracle Financials and Hyperion? Technical proficiencies cover Epicor, Oracle Financials, Hyperion, PeopleSoft and AS/400. Educational background includes MBA, Finance. This specialist is a Certified Public Accountant (CPA).

One of the primary tasks of this controller included directing all accounting and financials (Oracle system) for multiple companies in the multifamily segment with revenues of $80 million. Key roles covered directing the budgeting, forecasting and variance reporting functions; providing key management reporting/ information apart from managing the internal/ external audit process including SOX or statutory audit. This individual was responsible for all treasury/ tax reporting functions and managed the accounts receivable as well as collections for a large customer base of approximately 25,000 active accounts. Aside from streamlining the collection process, days outstanding was consistently reduced. Receivables were converted to Epicor Accounting System. Part of the contributions involved successfully integrating six acquisitions into a common platform and operating base resulting in substantial savings in scale of operations. Managing a staff of twelve and improving operations without increasing staff during all the acquisitions were also completed.

In another job, challenges like developing pricing models for a startup, biotechnology firm and streamlining the inventory system were successfully completed. Functions covered managing all operations and accounting/finance functions for a specialty industrial supplies distributor, in addition to streamlining warehouse processes to reduce downtime and enhance deliveries. Financial reporting for management was improved.

Could the future success of your organization be helped by this corporate controller with experience in energy, petroleum and construction industries, as well as proficient in Epicor, SAP, PeopleSoft and JD Edwards? Technical competencies involve Epicor, SAP, PeopleSoft, JD Edwards, Oracle Discoverer, Hyperion, QuickBooks and Crystal Reports. Educational background includes MBA and BS (Accounting concentration). This individual is a Certified Public Accountant (CPA).

Important tasks of this corporate controller included managing from ground level start-up operations, executing the plan and SEC reporting to take company public via a reverse merger with shelf company, then later listing on the stock market. The job entailed taking full responsibility for all accounting, financial reporting, 10Q or 10K preparation, managing the audit and quarterly reviews, as well as working closely with external auditors and legal counsel to accomplish timely filing of all SEC requirements. Tasks covered working closely with operations, exporting large equipment and leading the setup of processes for the operations. All administrative areas of the organization were led, in addition to finance, human resources, tax, IT and risk management. Monthly debt covenants and debt compliance were reviewed. Epicor ERP 10 was implemented.

Key roles in another job involved organizing the documentation for various due diligence, working with current inventors or investment banks to raise new capital and completing several internal rounds with current investors. Skills brought to the table involved organizing and directing the HR, IT, legal, risk management, accounting and all administrative aspects of the company. Setting up closing procedures, internal controls, consolidation of two companies (US, Israel parent), KPIs, dashboards and monthly board reports was efficiently managed.

Would a controller with experience in technology, education and legal services industries who is proficient in Epicor, Lawson and Sage 500 help your organization achieve greater success? Technical specializations cover Epicor, Lawson, Sage 500, Great Plains, QuickBooks, Intacct, BusinessObjects and FRx Reporting. Educational background includes MBA in Accounting as well as BA in Economics & Foreign Trade.

Making a positive difference with being a key person to interface with audit team throughout the year and providing resolutions to various issues were some of the key focuses. This individual served as one of the key contributors in the successful completion of quarterly reviews or annual audits, striving to find ways to improve the efficiency of the review/ audit process. Responsibilities consisted of establishing a daily review process for the revenue group, significantly improving the accuracy rate and efficiency in the monthly/quarterly closing process. The job involved serving as an application project manager in the implementation of Epicor accounting software.

Notable skills used on a regular basis included working as a key participant in the selection of the software that best suited company’s needs, identifying the needs of customization of the software, as well as testing and implementation of the software. Functions covered leading the accounting team in the implementation process and serving as an accounting system “go to” person. Tasks involved continuing the improvement in the efficiency of accounting operation by identifying issues and automating processes in many areas, including overhauling the revenue recognition method which led to automating the procedure, automating services revenue tracking method and many other processes that significantly reduced monthly closing time.

Could the future success of your organization be helped by this chief financial officer with experience in manufacturing, insurance and export industries who is proficient in Epicor, Hyperion and SAP? Technical competencies involve Epicor, SAP, Hyperion, Sage MAS 500, BusinessObjects and PeopleSoft. Educational background includes MBA and BABS Accounting (Cum Laude). This individual is a Certified Public Accountant (CPA).

Important tasks of this chief financial officer included being accountable for the administrative, financial and risk management operations of the company, to include the development of a financial and operational strategy. In addition, other tasks included ongoing development of control systems designed to preserve company assets and report accurate financial results including implementing the infrastructure and systems needed to support strategic objectives. This individual served as leader/member of business leadership team involved in a range of strategic planning and internal initiatives with an eye toward both future needs as well as budget realities. The job covered engaging all business functions to align financial management with short/ long term financial planning and projections. Serving as a critical team member in implementing Epicor version 9 and 10 was included in the list of contributions.

Key roles involved overall financial management, in addition to reviewing and approving monthly/ quarterly/ annual financial reporting materials. Skills brought to the table consisted of overseeing budgeting, financial forecasting, payroll, cash flow as well as accounts payable/ receivable. Another job entailed engaging in ongoing cost reduction analysis in all areas of the company and determining product pricing. Managing external/ internal resources to cost-efficiently manage tax strategy, insurance and retirement programs was also completed.

How can your organization gain an advantage with the help of a chief financial officer with work background in business services, construction and manufacturing industries, as well as skilled in Epicor, Sage Platinum and Sage MAS 90? Technical skills cover Epicor, Sage Platinum, Sage MAS 90, Deltek Vision and Syspro. Educational attainment includes B.S., Business Administration and Accounting. This individual is a Certified Public Accountant (CPA) and a Chartered Global Management Accountant.

One of the main contributions of this chief financial officer involved executing the corporate tax restructuring program that saved the company $1-$2 million annually. The project involved setting up new legal entities, accounting systems and bank accounts. Corporate treasury functions pertaining to the analysis and execution of cash movements were performed to sustain worldwide operations during a time of high growth. Monthly borrowing base certificates and covenant calculations were completed. Assistance was provided with the conversion to a new organization for new loan facility ($35,000,000 revolver with two term loans totaling $3,000,000), including all due diligence work and setup of new bank accounts. The implementation of Epicor 9 ERP System to replace QuickBooks was efficiently handled.

Notable tasks included managing monthly financials, inventory costing, A/R, accounts payable and asset-based lending bank reporting (borrowing base certificate). Responsibilities consisted of overseeing Sage Platinum for Windows software system and FRx reporting, as well as getting involved with evaluation, selection and implementation of new Epicor ERP system for the new plant. The automated Avalara sales tax compliance system was implemented for tracking and reporting sales tax in the 46 states where sales taxes were applicable.

Does a chief financial officer with experience in software, retail and banking industries, as well as knowledge in Epicor and SAP pique your interest? Technical knowledge includes Epicor and SAP. Educational background includes M.B.A. Accounting and B.S. Computer Science (Magna Cum Laude). This specialist is a Certified Management Accountant (CMA).

One of the major responsibilities of this chief financial officer included working across business units to develop three $100M+ investment business cases for new product lines. Key roles covered building a well-functioning finance team, as well as training or mentoring finance managers/ analysts. Working with the GM and SVPs to create a balanced scorecard and strategy map, in addition to completing the finance system conversion from Epicor to SAP, without any loss of service or data integrity were positive experiences brought to the table.

Important contributions in other jobs involved attaining 300% revenue growth in three years from data-driven decision making through interactive forecast and investment models, along with 40% reduction in churn from the development of ideal customer profile and alignment of sales/ marketing messages. A 35% improvement in qualified lead generation from sales automation was also achieved. Duties involved focusing on development investment through strategic product roadmap and completing organizational alignment by the implementation of dynamic KPI dashboards. Dynamic rolling forecast models were built to drive business decisions. This individual obtained $15M debt reduction and profit increase from channel optimization as well as improved inventory management, including a $5M reduction in fixed costs from corporate restructuring programs. Functions consisted of developing and optimizing an accounting or HR shared services center that supported multiple companies.

What can a chief financial officer with work background in manufacturing, wholesale and retail industries, as well as specialization in Epicor Avante and MS Dynamics AX bring to your organization? Technical specializations involve Epicor Avante and Microsoft Dynamics AX (Axapta). Educational attainment includes MBA Business, BA Accounting and AA Business. Professional membership is with the California Certified Public Accountants (CalCPA), Institute Management Accountants (IMA), Financial Executives International (Fei), and Distribution Management Association.

Working with areas such as managing both domestic and international accounting departments with detail A/P, A/R, credit policy and payroll was part of this chief financial officer’s work experience. Duties covered financial reporting with international consolidation, detail departments, budget versus actual, product line, KPI reporting, transfer price studies, forecasting, budgeting and risk management. Tasks included installing and managing cost accounting functions (routers, BOM, material) within an 800,000 sq. ft. manufacturing facility, ensuring true cost captured with detail variance analysis. All audits were managed, including external CPA, banks, 401K, property tax, fixed assets, VAT tax, workmen’s compensation, state, IRS and Mexico. Executing the ERP upgrade on Epicor Avante integrating both re-engineered business practices, shop floor control and new operational flows logic was part of the key roles.

Completing the management responsibility of 450,000 sq. ft. distribution facilities and establishing lean manufacturing, six sigma, and process flow were included in the list of responsibilities. This individual directed a proprietary trucking fleet with 20 tractors with 100 trailers, for international border crossing and nationwide customer deliveries with backhauling revenue. For another employer, the monthly financial package was redeveloped by consolidated, facility and customer views. Internal controls were established.

Could your organization use a chief financial officer with experience in manufacturing, education and food retail industries, as well as knowledgeable in Epicor Vantage and Hyperion? Technical proficiencies cover Epicor Vantage, Hyperion, Crystal Reports, FRx and Visio. Educational background includes BS Accounting. This individual is a Certified Public Accountant (CPA).

Primary tasks of this chief financial officer involved orchestrating the launch of the new ERP Epicor Vantage software for the plastics division, including solution selection, purchase and negotiation. Other tasks include providing leadership of cross-functional team and doing implementation without disruption to business. Key roles covered creating the first company monthly financial reporting package using FRx linked to the General Ledger of Epicor that included management discussion and analysis. This individual served as high-impact plant controller who implemented efficient reporting procedures, increased communication and collaboration across departments, which slashed days to complete monthly close from twenty-five to five. Contributions involved establishing key performance indicators, including financial analysis, product cost analysis, supplier performance, customer profitability and discounts that helped leaders understand business dynamics and drove improvements in operational efficiency.

In another job, challenges like conceiving and implementing marketing strategies that generated sales and/or revenues, including email blasts that reached broad audience, increasing awareness of company, and leading to $400K in new sales were successfully completed. The job covered identifying the acquisition and merger opportunities, leading flawless integration of systems, resources and people. This effort resulted in improving the market share and realizing projected synergies. Tasks involved prompting system enhancement that improved customer service and reduced operating expenses by $1.5M+, including the process that tracked progress of gas delivery and kept customers informed.