Below are the 6 CFO's & 5 Controllers with MS Dynamics & other systems experience. The Thor Group® also provides financial/accounting leaders with your industry experience on a consulting, contracting or direct hire basis.

Does a chief financial officer with experience in manufacturing and marketing industries who used MS Dynamics AX and QuickBooks pique your interest? Technical knowledge includes MS Dynamics AX, QuickBooks, Cognos and Fourth Shift. Educational background includes Master of Business Administration (concentration in Accounting), Bachelor of Science (major in Economics & Finance); and Associate of Science (minor in Accounting, with Honors).

Major responsibilities of this chief financial officer included developing inventory forecasting reports from customer-generated forecasts (accessed from their proprietary internet portal) resulting in increased efficiency in manufacturing workflow and inventory levels. Key roles covered leading efforts to implement the use of scanners by machine operators to process inventory transactions, eliminating clerical input. The internal payroll system was converted to Paychex payroll software.

Another job covered directing leadership and managerial responsibility for HR functions (including payroll), payables & receivables, credit, financial reporting, purchasing (vendor negotiations) and operations. This individual benchmarked performance measurements and logistics reporting; identified operating gaps resulting in improved margin performance and more efficient utilization of fleet resources. Positive experiences brought to the business table in a manufacturing firm included reporting to the president/managing director of the U.S. subsidiary of this closely held global dairy food products supplier and transportation logistics provider. Functions involved managing company revenue growth from $25 MM to $285MM, developing financial forecasting models used for management and bank reporting, as well as developing reports to manage supply chain and inventory at 35+ locations, resulting in inventory reduction of 20%. Systems conversion from QuickBooks to Microsoft Dynamics AX ERP system was led.

How can your organization gain an advantage with the help of a chief financial officer with work background in urological services who utilized MS Dynamics GP, Sage MIP, QuickBooks and ADP? Technical skills cover MS Dynamics GP, Sage MIP, QuickBooks and ADP. Educational attainment includes Master’s of Business Administration in Public Accounting; Bachelor of Business Administration, Major: Finance, Minor: Accounting; and Bachelor of Business Administration, Major: Accounting.

While working for a urological services provider, main functions of this chief financial officer were comprised of working with CEO and VP of operation in directing the fiscal operations of the organization, including accountability over the finance, billing and collection departments. This individual applied hands-on and firsthand experiences in managing both billing and accounting department with a total of ten staff with the most efficient process and result-driven accomplishment in a timely manner. Extensive knowledge of ICD 10, CPT Coding and the whole billing cycle was maintained, including precertification, insurance claim filing and appeal, posting charge and posting payment and the collection process. Other roles covered leading the preparation of all financial reports, including income statements, balance sheets, budgets, utilization reports, cash flow projections and other financial reports necessary for management information, both on an individual company and consolidated basis.

Notable tasks included overseeing all accounting department functions including the preparation of monthly, quarterly and annual financial statements for the organization and its subsidiaries. One of the responsibilities consisted of overseeing the collection and billing department functions to ensure accurate billing of patient claims and timely collection of all accounts receivable.

Could the future success of your organization be helped by this chief financial officer with work experience in manufacturing, marketing and chemical industries? Technical competencies involve MS Dynamics NAV, SAP, Sage and Hyperion. Educational background includes MBA and BS degrees. This individual is a Certified Public Accountant (CPA).

Important contributions of this chief financial officer included assisting with ownership transition, developing stockholders’ reporting package and providing division reporting and KPI analysis. The job entailed creating analysis packages using Microsoft Excel to support and streamline procurement, inventory management and engineering’s bid/quote process. Tasks covered managing the annual audit, including foreign subsidiary consolidation, in addition to managing bank relationship, including revolving credit line compliance.

In another job, this specialist consolidated the accounting and financial service activities of five related companies with individual revenues ranging from $35 to $175 million and established a proactive shared accounting/financial service unit providing on-time service and supporting a 400% sales growth. Creating the interface between the operation and financial IT systems increased effectiveness and efficiency of financials shared services saving $100k annually. Changing the financing model and negotiating multi-million dollar credit facilities resulted in overall funding flexibility and reduced financing costs by $200k annually. Negotiating 28% CPA audit fee reduction totaling $100k and reducing employee health insurance costs by 20% while enhancing the overall employee benefit package using the services of a professional employer organization, were some of the achievements. Functions in a chemicals company involved managing the annual audit, including foreign subsidiary consolidation and company tax preparation, as well as upgrading Microsoft Dynamics NAV ERP system from outdated/unsupported version to current version.

What can a chief financial officer with work background in construction, manufacturing and retail industries who utilized MS Dynamics AX, JD Edwards, Hyperion and Epicor bring to your organization? Technical specializations involve MS Dynamics AX, JD Edwards, Hyperion and Epicor. Educational attainment includes Bachelor of Business Administration Accounting. This individual has comprehensive experience in finance operations, controls, and reporting.

Working with areas such as managing all of accounting/ finance, HR/ payroll, legal and IT, as well as transforming accounting and treasury functions for an established company, were some of the responsibilities of this chief financial officer. Duties covered setting up cash management controls, improving credit and collections procedures and working with banks to refinance long-term debt. This individual replaced aged fleet trucks with new trucks using outside financing and implemented new ERP system. Overhead reduction was achieved.

Functions in another job consisted of building accounting team, implementation of policies and procedures, lender negotiations, and setting up the accounting system. Duties involved managing all of finance, payroll, and IT operations for a multiple division manufacturing business, with sales of $100 million annually, along with setting up all finance functions for a new manufacturing facility start-up. The job covered hiring and training the new accounting staff, in addition to setting up controls for accounting data entry. Tasks involved working with banks on working capital loan appraisals and reporting requirements, as well as preparing accounting and finance for annual audit in an accelerated time period. Aside from completing all reporting requirements for federal and state incentive investment funds, the manufacturing cost system was implemented.

Could your organization use a chief financial officer with experience in retail, education and restaurant industries who used MS Dynamics GP, Sage 100 and QuickBooks? Technical proficiencies cover MS Dynamics Great Plains (GP), Sage 100 and QuickBooks. Educational background includes B.B.A. Accounting. This individual is a Certified Public Accountant (CPA).

Some impact contributions of this chief financial officer included managing financial, budgeting, operational (including warehouses) and MIS activities for a public company, the largest retailer of fine art with a wholesale division and a major manufacturing operation for sculpture. Revenues exceeded $80 million from 15 nationwide upscale retail galleries, manufacturing operation, wholesale sales and direct mail campaigns. This individual raised equity and debt financing exceeding $20 million and 25% above original proposals from private investors, investment bankers and lending institutions. Planning and accomplishing new sophisticated and integrated retail merchandising and financial computer systems (Great Plains) on-time and on-budget were completed.

One of the key roles involved managing IPO execution, FAS research and preparation of annual and SEC reporting. Duties involved communicating extensively, thus being highly-commended by stockholders, lending institutions and investment analysts (including participation at road shows). The job consisted of establishing a restructuring plan during liquidity crisis which restructured and deleveraged balance sheet debt and reduced expenses by several million dollars and enabled company to avoid chapter 11 status during industry recession to turnaround successfully. A successful result was detailed financial reporting and budgeting by location resulting in an 8% average payroll reduction at below average profit % locations.

Would a chief financial officer with familiarity in wholesale, manufacturing and aerospace industries who utilized MS Dynamics AX, SAP and QuickBooks help your organization achieve greater success? Technical specializations cover MS Dynamics AX, SAP and QuickBooks. Educational attainment includes Master’s of Business Administration (Finance) and Bachelor of Science (Economics). This Certified Management Accountant (CMA) is also Six Sigma Certified – Green Belt.

Making a positive difference with managing the company’s finance & accounting and human resources functions, as well as guiding company’s strategic direction, with help from other c-level executives, were some of the key focuses of this chief financial officer. Responsibilities covered implementing and improving multiple processes including sales & inventory planning, forecasting, budgeting, margin analysis, pricing, and purchasing.

For a diversified manufacturer, notable tasks included providing FP&A support for 700+ engineers with annual spend of $150+million, as well as leading and coordinating budgeting for annual operating plans. This drove improvements in controllable costs to facilitate engineering rate management and ensured proper cost center accounting. Achievements consisted of improving the billing process for intercompany work authorizations, reducing volatility in billings and adding billing milestones to milestone tracking tool creating visibility for project engineering. The transition of indirect to direct charge employees for 3 international sites was led. Part of the duties in another job consisted of leading a team of 10, responsible for ensuring customer-to-cash AR processes were optimized to reduce working capital. Key areas included cash flow, billing, collections and dispute management. Monthly cash forecast variability was reduced by using sales linearity as a calibrator.

Would a controller with familiarity in business services, oil and automotive industries who used MS Dynamics NAV, MS Dynamics GP, Sage and SAP help your organization achieve greater success? Technical specializations cover MS Dynamics NAV, MS Dynamics GP, Sage, SAP, NetSuite and QuickBooks. Educational attainment includes Bachelor of Science, Finance and Economics (Double Major) and Executive Certificate in Business.

Making a positive difference with managing all accounting operations, including month end, quarter and annual closing, as well as interacting with senior management and board of directors/partners regarding operational and financial decisions were some of the key focuses of this controller. Responsibilities covered directing and leading the accounting staff of ten which included A/P, A/R, accountants and treasury. Cash and treasury management was provided, including a $15M line of credit. Overseeing reconciliation of all banking activity (16 accounts), credit card processing and revenue was efficiently handled. Aside from delivering audit preparation (GAAP) and resolving other formal financial inquiries, an additional role covered managing the preparation of financial statements, cost reports, budgets and financial forecasts on a regular basis for 18 entities. Notable tasks included maintaining the fixed asset system and providing analysis as requested by CFO and partners.

This individual managed month-end multi-entity close of business and ensured accuracy and completeness of monthly financial statements. Preparing and performing cash flow analysis were carried out, along with maintaining the fixed asset system. The annual warehouse/shop inventory audits were managed. Payroll analysis was completed, including salary, wage and per-diem for field personnel. Analysis was provided as requested by the controller and CFO.

Could your organization use a controller with experience in sports, restaurant and construction industries who utilized MS Dynamics AX, MS Dynamics GP and QuickBooks? Technical proficiencies cover MS Dynamics AX, MS Dynamics Great Plains (GP) and QuickBooks. Educational attainment includes BBA, Accounting. This individual is a Certified Public Accountant (CPA).

One of the primary tasks of this controller included leading the accounting group in financial reporting, general ledger, accounts payable, payroll and fixed asset, using Microsoft Great Plains (GP), Management Reporter and ADP. Supervising monthly close process, preparing financial statements and analysis and managing group of 20 people were also handled. Key roles covered rebuilding the general ledger group from substandard into top performing team, reducing monthly close cycle from 18 days to 10 days and spearheading effort to update account/ bank reconciliations and improve processes. The job involved leading the upgrade of financials statements from FRX to Management Reporter, along with Great Plains software update and migration to new server.

For a restaurant operator, contributions involved leading the accounting group in financial reporting, payroll, taxes, fixed assets, accounts payable and general ledger, utilizing Microsoft Great Plains and FRX, as well as supervising the monthly close process, preparation of financial statements and analysis. Presenting financial statements and results of operations to C-level group, along with managing the annual audit were managed. This individual led a staff of 12 people. In a job for a manufacturer, duties involved leading financial reporting, cost accounting, tax, general ledger, fixed assets and accounts payable groups, using Microsoft Dynamics AX.

Does a controller with work experience in education, business services and IT industries who used MS Dynamics GP and QuickBooks pique your interest? Technical knowledge involves MS Dynamics (Great Plains (GP) and QuickBooks. Educational attainment includes MBA. This individual is a Certified Public Accountant (CPA).

Major responsibilities of this controller included reviewing the assistant controller’s journal entries and balance sheet schedules, as well as preparing approximately twenty-five page financial report for C-level executives and board of directors each month. This individual began with two direct reports and several months in, had ten direct reports. Mentoring two individuals resulted in them being promoted to supervisory positions. Overseeing annual audits, valuation consultants work, as well as preparing extensive quarterly financial analyses for C-level executives and the board of directors were positive experiences brought to the business table. The average close time was reduced from ten days to five days. Commission calculations and accruals of about $2.5 million in total each year nearly $100 million company was achieved.

Another job covered managing a team of ten accounting professionals for twenty-six branch enterprise with daily-pay to about 2,000 employees each day cash projections. HR and IT functions two managers as reports were also directed. Functions consisted of being hands-on with audits each year and preparing all financial statements with three-day close. Heavy workers compensation experience was due to being self-insured with reinsurance insurance back-stop. An additional duty involved leading the financial portion of development and conversion to custom ERP system. As CFO consultant for well-funded startup enterprise, established remote financial reporting in various units and supervised Great Plains software implementation.

What can a controller with work background in wholesale, transportation and chemical industries who utilized MS Dynamics AX, MS Dynamics GP, SAP and Peachtree/Sage 50 bring to your organization? Technical specializations involve MS Dynamics AX, MS Dynamics Great Plains (GP), SAP, Peachtree/Sage 50 and Sage 100. Educational background includes Master’s of Business Administration; Master of Science in Computer Science; and Bachelor of Arts in Business & Economics (concentration in Accounting). This individual is a Certified Public Accountant (CPA).

Working with areas such as directing the entire finance accounting operation for all divisions and distribution locations and managing an accounting team of 15 individuals were some of the skills brought to the table by this controller. Overseeing the full accounting cycle, monthly end, consolidated financial reporting, payroll office, and collection department was carried out. This individual successfully engineered a complete debt re-structure to secure an additional $25 Million working capital to sustain double digits top line growth and new distribution center. An additional achievement involved successfully upgrading the Enterprise System from Dynamic AX with multiple customized features such as source code based order processing system. Multilevel item configuration, multisite standard cost management, and complex layered commission calculation were implemented to maximize overall ERP functionality, integration, efficiency and effectiveness.

An additional responsibility consisted of implementing payable check outsourcing, positive pay and other treasury management features to enhance internal control and lower operating cost. Working with VP procurement was done to implement strict policy on purchasing and inventory management to increase inventory turn-over from 3.3 to 5.7 to maximize the efficiency of working capital.

Could the future success of your organization be helped by this controller with work experience in business services, and marketing industries who used MS Dynamics NAV and NetSuite? Technical competencies involve MS Dynamics NAV, NetSuite, Adaptive Planning and Microsoft Report Manager. Educational attainment includes B.S. Accounting. The professional is CPA.

One of the important contributions of this controller included preparing yearly operating budgets, forecasts, and business plans utilized by executive and regional management to direct company operations. Detailed budgets included up to $370+ million annual revenues. Part of the tasks covered creating revenue, expense, ROI, and metrics analysis and models to identify cost opportunities and allow operations to make timely decisions. Skills brought to the table included developing and implementing policies, procedures and internal controls to safeguard and manage company assets and profitability. Performing and managing financial integration of over 20 acquisitions, including month-end close process implementation, and purchase accounting JEs were efficiently handled. Assistance was provided in software implementation to NetSuite from Microsoft Dynamics NAV (Navision).

Key roles involved assisting outside auditors with annual financial audits, and coordinating with state/ local jurisdictions for sales and property tax audits. In addition, this specialist spearheaded sales tax audit efforts and counter arguments saving over $1 million in net expense. Managing, motivating, mentoring and developing the finance team of up to ten professionals including regional controllers and staff accountants were included in the list of duties. The monthly close cycle was reduced from eight to four days.