Below are the 5 Controllers & 5 Assistant Controllers / Supervisors with Epicor / Prophet 21 and various other systems experience. The Thor Group® provides these controllers, supervisors and 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 controller with work background in manufacturing, aerospace and power generation industries, as well as skilled in Epicor? Technical skills cover Epicor, Crystal Reports and RealWorld. Educational attainment includes Bachelor of Business Administration, majors in Accounting and Business Law.

Main functions of this controller involved managing all general accounting, cost accounting, credit/accounts receivable and accounts payable in order to ensure the timely recording of all business transactions, along with the preparation of company’s financial statements/ reports. Commercial banking relationships and debt payments were managed to facilitate an appropriate credit resource under highly competitive terms. Serving as point of contact with outside providers of audit services, benefits-insurance, and managing cash/ cash forecasts for operating location were some of the duties. Other roles covered analyzing and interpreting location results each month to identify operational variances, researching variances, in addition to summarizing and communicating these differences to management with recommended solutions. This individual gained in-depth understanding of company’s ERP system (Epicor) and provided training on use, allowing for effective use in areas of cost accounting, financial reporting, manufacturing operations and inventory valuation/ control.

Notable tasks included inventory control, along with analysis of perpetual inventory, cycles counting, physical inventory procedures, inventory adjustments, inventory variance accounts and E&O calculation. Responsibilities consisted of evaluating/ developing effective internal processes and financial controls for the organization, along with training of location accounting personnel to develop/ maintain the highest level of skill necessary to meet company needs and objectives.

What can a controller with work background in construction, manufacturing and aerospace industries, as well as specialization in Epicor, MS Dynamics Great Plains and Sage MAS 90 bring to your organization? Technical specializations involve Epicor, MS Dynamics Great Plains, Sage MAS 90, QuickBooks, Elliott Accounting System and FRx reporting. Educational attainment includes Master’s in Business Administration and Bachelor of Science Degree (major in Accounting).

Working with areas such as accounting implementation to Epicor from MAPICS accounting system and setting up the process flow for the company based on individuals’ responsibilities were part of this controller’s work experience. Duties covered organizing and instructing training sessions for each department. Screenshots/work papers were created for training purposes.

Responsibilities in other jobs consisted of monthly reporting of financial statements directly to the owners, while also managing the annual audit and semi-annual review for the company. Apart from auditing financial, sales tax, general liability and workers’ compensation, other functions involved maintaining 5 different bank accounts and performing bank reconciliations on a daily basis. Tasks included preparing annual budgets and performing reports budget versus actual on a monthly basis, in addition to serving as a plan administrator for the companies 401 (K) and health insurance programs. All financial records for the restaurant and catering hall were controlled using QuickBooks. Key roles covered providing monthly reports directly to the president of the company (financial, operational) and supervising a staff of 3 in all facets of accounting, including AP, AR, collections and payroll. The annual budget was created for a $10M company for 8 years.

Could the future success of your organization be helped by this controller who is proficient in Epicor and ADP with experience in agriculture, manufacturing and transportation industries? Technical competencies involve Epicor, ADP iReports, ADP Pay eXpert, ADP ezLabor, ADP GLI, Infor XA (MAPICS), MACOLA, GXD, PERMS, Optimum Solutions, Paychex and AS/400. Educational background includes BS in Accounting and MBA (Accounting concentration).

Important tasks of this controller included providing financial/accounting support at the corporate level and working with a staff of three. Support was provided to HR and payroll for ADP systems. This individual co-managed Epicor ERP implementation efforts.

Key roles in another job involved managing day to day accounting functions with a staff of one, analyzing the implications of GAAP changes and taking the appropriate actions to comply. Financial statements were prepared for internal/ external financial reporting. Monthly accruals and accompanying journal entries were prepared. The job entailed analyzing and reconciling general ledger accounts. Tasks covered cost accounting and inventory count accuracy/ valuation. In addition, this specialist maintained construction project costs on multiple projects while managing property, sales/use, payroll and other state/ local tax reporting. Supporting tax work papers were prepared for annual federal and state reporting. Skills brought to the table involved maintaining fixed asset records and depreciation schedules, along with preparing grant work papers while coordinating external grant audit. System support was provided on business software and various 3rd party systems. Aside from providing HR support, payroll was overseen.

Does a controller with experience in financial services, religious and manufacturing industries, as well as knowledgeable in Epicor, SAP and Hyperion pique your interest? Technical knowledge includes Epicor, SAP, QuickBooks, Hyperion, Cognos and Traverse. Educational background includes BS in Business Administration and Mini-MBA.

Major responsibilities of this controller included handling all financials for a $9m manufacturing company and securing bank financing while restructuring a mix of long-term/ line-of-credit debt. Epicor was selected as the next financial package to replace sun-setting Infor system.

Key roles in other jobs covered performing all financial duties for a $25m manufacturer including treasury and 401(k) co-fiduciary, as well as optimizing accounts payable automated system saving $75,000 in salaries per year. Implementing weekly checkbook view of cash for general operations for staff and board for real-time, full-disclosure reporting (graph of six-month cash forecast by week, replacing table of numbers), in addition to helping prepare or review reports and semi-annual grantee report to a generous foundation were positive experiences brought to the business table. This specialist reduced monthly spending from $250k to under $100k through staff reductions and managed collaborative salary re-negotiation, rescuing organization from shutdown. Third party payroll/HR service was implemented, improving employee service and reducing errors. The job covered coordinating and reviewing monthly reporting for seven plants, three industries, along with serving as interim plant controller for three months in middle of tenure. Internal audit duties were carried out upon staffing change. Bank financing was negotiated, with 35% more working capital borrowing capacity for a $80m food co-manufacturer. A $2M payment from the customer was secured for inventory produced to their faulty schedule.

Could your organization use a controller with experience in construction, manufacturing and retail industries, as well as knowledgeable in Epicor? Technical proficiencies cover Epicor.

Primary tasks of this controller involved managing cash and bank line, as well as preparing or analyzing month-end/ year-end comparative financial statements. Aside from managing AP/AR/payroll/HR and purchasing, key roles covered handling commission calculations and managing tax filings, sales and personal property taxes. This individual was a member of a 3-person management team that steered the upgrade of Epicor ERP software and worked with consultants for training/ implementation. The project duration was over 1 year, including projects on reviewing policies and applying best business practices. Adapting accounting procedures and policies to new software version for maximum utilization, reviewing software produced reports, cleaning up data and verifying integrity for use (WIP, open order, commission and production details) were efficiently administered. The job consisted of maintaining bank relations while working with outside accountants and advisors. Benefits acquisition and maintenance were some of the contributions involved.

In another job, challenges like providing reliable and verifiable financials monthly and yearly, along with supervising AP/AR/payroll/HR were successfully completed. Utilizing the software to its potential (DDI-ERP) and providing informative reports for software upgrade were also performed. Duties consisted of expense analysis and internal auditing of sales tax or cash receipts, resulting in substantial refunds and collections. Apart from working with outside accounts and consultants, cash management was also carried out.

Does an assistant controller with work background in manufacturing, marketing and technology industries, as well as skilled in Epicor and MS Dynamics AX pique your interest? Technical knowledge includes Epicor, MS Dynamics AX and WorkWise. Educational background includes Bachelor of Arts in Accounting and General Electric Financial Management Program.

Primary functions of this assistant controller included updating the bills of material for current/ new program parts while performing month-end close, updating mid-month and flash forecasts. Aside from calculating weekly/ monthly KPI metrics, Capex tracking and fixed asset posting were performed. The Epicor CMS software was utilized.

The job covered performing complete monthly/ quarterly closings, performing monthly fiscal inventories and updating monthly/ flash forecasts/ yearly budgets. Key roles involved calculating management metrics, managing Capex tracking and fixed asset posting. This individual applied for $60K use tax refund and used Dynamics AX software. One of the responsibilities consisted of financial consolidation of recently purchased Ventline and RV doors businesses into the group organization. Reducing monthly closing cycle by four days was done by tightening due dates, adjusting processing schedules and changing system schedules to meet tightened corporate requirements. An additional task involved working to integrate new Ventline and RV doors businesses into current Workwise TCM ERP software for costing parameters and bills of materials or general ledger chart of accounts. Skills brought to the table involved updating the daily operation dashboard, calculating and posting monthly journal entries, in addition to reviewing and performing account reconciliations. Reviewing and closing fixed asset projects and performing closing duties were done as required.

What can an assistant controller with experience in manufacturing, technology and food industries, as well as specialization in Epicor, Hyperion and MS Dynamics SL do for your organization? Technical competencies consist of Epicor, Hyperion and MS Dynamics SL. Educational background includes Bachelor of Business Administration and a Finance major course (minors in Accounting & General Business).

Responsibilities of this assistant controller were composed of eliminating backlog of unclosed financial periods and BOD statements during the operating period close, as well as creating fiscal period control for period cut-off, cost controls and reporting. Contributions involved reducing the period of financial close from three (3) weeks to four (4) days with a reduction in headcount from 16 finance staff across three (3) divisions to eight (8) headcount, in addition to improving the cash collection cycle by offering ACH payments in place of check payments in exchange for increasing days to pay terms with suppliers from 30 to 45 and in some instances 60 days. This specialist completed the revision/re-implementation of multi-division Epicor v 9.0,5 ERP System with revised BOD reports and consolidation with Oracle Hyperion software.

The position required transitioning finance functions to another office, including international consolidation and preparation of BOD reporting package. Responsibilities involved revising and reconciling a two (2) year backlog of large system projects with significant percent of completion (POC) revenues and costs.

How can an assistant controller with background working in manufacturing, food and engineering industries who is knowledgeable in Epicor and SAP fit within your organization? Technical specialties cover Epicor, SAP, Great Plains, WennSoft and Cognos. Educational attainment includes B.S. in Business Administration (Accounting). This individual is a Certified Public Accountant (CPA).

Duties of this assistant controller covered establishing a process for managing and monitoring cash collections and past due receivables where customer accounts were continuously reviewed with root cause analysis, notes taken, tasks assigned, and reports issued weekly. Days sales outstanding (DSOs) was decreased significantly. Functions involved establishing an account reconciliation and journal entry binder while assigning personnel to ensure that all accounts were reviewed or reconciled every month. Assistance was given to external auditors in reducing their on-site time and billable fees. This individual uncovered multiple accounts that had not been reconciled and adjusted accordingly. Working through various issues with IT and external consultant that had not been previously addressed when ERP system was migrated from previous ownership and upgraded to Epicor was completed.

Key roles consisted of establishing a new tone and work ethic, building trust and open, honest communication, laying out expectations, and instilling what was lacking. Other contribution encompassed empowering the staff to improve upon the status quo to gain efficiencies, better meet the needs of internal/ external customers and add value to the organization. Contributions involved effectively saving and rebuilding confidence of the accounting manager.

Would an assistant controller with experience in the insurance industry and proficient in Epicor, NetSuite and MS Dynamics AX help your organization achieve greater success? Technical specializations cover Epicor, NetSuite, MS Dynamics AX, SAP, QuickBooks Pro, OpenAir and STAR. Aside from having Associate’s in Applied Science, the individual is pursuing Bachelor of Science in Accounting.

Making a positive difference with accurately performing all bank reconciliations addressing and correcting any discrepancies were some of the key focuses. Responsibilities covered managing and approving contractor invoices matching them to purchase orders and timesheet recording. Key roles involved consistently reviewing employee timesheets for accuracy before sending to payroll for processing and auditing employee expenses while overseeing reimbursements. This individual regularly maintained expatriate activity for year-end reporting in compliance with state/ federal regulations, as well as providing key assistance during the conversion from the Epicor Accounting System to Microsoft Dynamics AX.

Notable skills used on a regular basis included developing budgets and precise forecasts for all client-related P & L statements by utilizing project plans, in addition to reviewing and approving project-related journal entries or client invoices, checking for accuracy and identifying any discrepancies. Functions covered performing an array of ad-hoc projects under the direction of the CFO employing financial analysis, along with taking under advisement project costs, revenue and staff utilization to form an opinion that was reported to key stakeholders. Results from these reports had included staff reduction, project restructuring or allowances for bad debt. The job involved regularly identifying opportunities to capitalize costs in accordance with IAS 38, with the goal of driving profitability.