Below are the 4 Controllers & 5 CFO's with MS Dynamics & other systems experience. The Thor Group® also provides financial/accounting leaders who know your industry & systems on a consulting, contracting or direct hire basis.

What can a controller with work background in business services, manufacturing and chemical industries who used MS Dynamics AX, SAP, JD Edwards and PeopleSoft bring to your organization? Technical specializations involve MS Dynamics AX, SAP, JD Edwards and PeopleSoft. Educational attainment includes Master’s in Business Administration and Bachelor of Science in Finance (minor in Accounting).

Working with areas such as accounting, budgeting, cash management and negotiating the fleet direct purchase program saving the company $5,000.00 per vehicle were some of the responsibilities of this controller. Part of the duties covered managing the cleanup and reconciliation of accounts for year-end audit and inventory reconciliation. As consultant, functions consisted of providing complete range of services, strategic planning, business analysis, designing and implementing process improvements, in addition to managing the implementation process for various ERP systems. This individual implemented real time tools (dashboards, bench-marking tools) to assist management in the process of developing comprehensive strategies.

Skills brought to the table in another job consisted of redesigning the business model to take advantage of existing resources to gain market share and increase profits. The company EBITDA was improved from 5.2% to 15.3% over a two-year period. The report was developed to data mine sales and cost structures resulting in sales and maximized profits. The job covered redesigning the IT and inventory control departments to take advantage of new technologies and processes; this resulted in significantly improved inventory accuracy. Improvements increased customer satisfaction while decreasing inventory levels. Policy and procedures were re-engineered to streamline the operations; drastically improving communication and reducing cost.

Would a controller with familiarity in restaurant, financial services and business services industries who used MS Dynamics NAV, GP, ADP, Oracle and PeopleSoft help your organization achieve greater success? Technical specializations cover MS Dynamics NAV, Great Plains, ADP, Oracle and PeopleSoft. Educational attainment includes MS in Accounting and Masters of Commerce in Accounting.

Making a positive difference with consolidating financials to the CFO for company-owned and franchise business, carrying out variance analysis and explaining variance with last year-end budget were some of the key focuses of this controller. Responsibilities covered budgeting and forecasting for all units for 13 periods, handling performance measurement and goals setting, rewards and bonus program. Aside from handling financials for managed restaurants and financials for joint campaign account (non-profit for company-owned and franchises), treasury management was handled. Royalty accounting, reporting and forecasting were also completed, along with full responsibility to furnish supporting for financial audit and tax filing.

Notable tasks in another job included consolidating financials to board depicting organizational direction and achievement, policy-making and financial execution with impact on cash flows. This individual managed budget, forecasting and drilling responsibility for variances. Performance measurement and goals setting, rewards and bonus program were supervised, along with credit facility and alternative financing house relation maintenance and policy-making. Functions involved analyzing merger, acquisition and disposition and decision-making. Minority interest (non-controlling interest) was maintained. Duties involved managing diversified business financials consolidation and carrying out full responsibility to furnish supporting for financial audit and tax filing. Operating directors were guided with effective communication and aligning strategic growth.

Could the future success of your organization be helped by this controller with work background in manufacturing, financial services and publishing industries who utilized MS Dynamics AX and ADP? Technical competencies involve MS Dynamics AX, ADP, Sage 100 (Sage MAS 90) and QuickBooks. Educational attainment includes Bachelor of Science in Accountancy. This individual is a Certified Public Accountant (CPA).

Important contributions of this controller included managing and performing all financial and accounting aspects, monthly and annual closing of all financials. Tasks covered reviewing and reconciling all balance sheet and income statement accounts in compliance with GAAP and wine industry rules and regulations, daily cash flow monitoring and cash forecasting. Work was done with outside CPA on annual corporate tax filings. HR and payroll responsibilities included recruiting, training, mentoring and management of staff in all departments. Aside from acting as company liaison for all audits and other responsibilities as necessary in absence of general manager and owner, corporate secretary duties were carried out. Duties included attending all meetings of board of directors and officers and providing financial/operational information to the board.

Key roles involved maintaining and leading inventory costs review or adjustments from raw materials to finished product, along with overseeing physical inventories in retail and warehouse. Working daily with all department managers on financial review, budgets, internal controls, and all business planning decisions were part of the duties. Departments consisted of tasting room and kitchen retail, production, grounds, farming, wine club, events, marketing and public relations. This individual worked closely with IT consultant to ensure safeguarding systems and that equipment, policies and training were in place and adequate.

Does a controller with experience in marketing, software and education industries who used MS Dynamics NAV, Peachtree/Sage 50 and QuickBooks pique your interest? Technical knowledge involves MS Dynamics NAV, Peachtree/Sage 50 and QuickBooks. Educational attainment includes Master of Accounting; MBA in Finance; and Bachelor of Business Information Technology. This individual is a Certified Public Accountant (CPA).

Major responsibilities of this controller included managing the accounting function consisting of 7 team members and reporting directly to the company’s president. Hiring, training and building accounting & finance team including designing of organizational structure adequate for achieving departmental and organizational goals/objectives were some of the key roles. Managing accounting operations of sister companies including internal controls, transaction processing, accounting information system, standard policies and procedures were positive experiences brought to the business table. This individual planned, structured and managed intercompany transactions, as well as ensured optimal level of stock, consumption and essential adjustments of raw materials, WIP and finished goods inventory. The job covered handling monthly, quarterly and yearly close of financial statements. ERP system upgrades, modifications and implementations were completed according to business process improvement.

Functions consisted of maintaining the chart of accounts, ensuring approved vendor terms and paying accounts payable according to the terms thus establishing long term partnership with vendors and favorable pricing structure. An additional role covered ensuring all monthly billing was invoiced by the cutoff date according to the agreed terms thus ensuring revenues were matched against monthly expenses in adherence to GAAP. Capital and operating leases were ensured to reflect as per GAAP on the financial statements with proper disclosures.

Does a chief financial officer who is experienced in communications, manufacturing and business services industries, as well as knowledgeable in MS Dynamics NAV and SAP pique your interest? Technical knowledge includes MS Dynamics NAV, SAP, Oracle and Hyperion. Educational background includes MBA (major in Accounting & Finance, minor in Information & Operations Management) and BS/BA (major in Business Economics, minor in Finance). This individual is a Certified Public Accountant (CPA), Certified Management Accountant and Certified Internal Auditor with certifications as Six Sigma Black Belt, CPSM, CSCP, CPIM, CFM and PMP.

Major responsibilities of this chief financial officer included reporting accurate and timely financial information that was vital to continuously improving the company’s internal controls, reducing indirect costs, and eliminating wasteful spending in order to augment the overall operational efficiency. Key roles covered setting and enforcing business policies for the entire company as a whole in conjunction with the officers of the company, in addition to introducing activity-based management, balanced scorecard and competitive benchmarking. This individual was recently was assigned direct responsibility for the IT and demand planning departments. Contributions involved saving over $3M per year in inventory through bartering for transportation services and saving over $1M per year in transportation and warehouse supplies. IT strategy was developed for implementation plan for integrating WMS, CRM and PIM with MS Dynamics NAV upgrade.

The job covered developing the efficiency tracking system using advanced manufacturing methodology improving efficiency and productivity by 20% and reducing inventory write-off/scrap from $12 Million per year to $3Mil per year. Achievements consisted of increasing inventory turns from 7 to 18 turns per year, $95Mil down to $45Mil.

How can your organization gain an advantage with the help of a chief financial officer with work background in financial services, IT and chemical industries who used MS Dynamics AX, SAP, Oracle and QuickBooks? Technical skills cover MS Dynamics AX, SAP, Oracle and QuickBooks. Educational attainment includes Master of Business Administration and Bachelor of Science in Accountancy. This individual is a Certified Public Accountant (CPA).

Main functions of this chief financial officer were comprised of leading the finance, accounting, platform technology, IT, human resources, and legal functions for $50M B2C financial education and technology provider, as well as driving budget and forecast processes. Deep dive analytics were led for client acquisition cycle and ROI of marketing and direct sales efforts. Accomplishments involved developing and implementing the first ever annual operating budget with line-item detail and client acquisition to net income and cash flow metrics. This individual established legal compliance function and implemented internal controls over client and vendor contracts/agreements. The human resource organization was re-built to improve employee engagement and tenure. Notable tasks included repairing the talent acquisition function and reducing average days to fill key positions by >60%. An additional responsibility consisted of acquiring working capital to fund pivot of business model from direct sales to eCommerce.

Functions in another job involved directing finance & accounting, information technology, human resources, payroll, taxation and risk management functions, in addition to managing banking, audit and legal service provider relationships. Aside from driving strategic planning process, continuous improvement initiatives were led. Analytical models were developed to measure operations performance.

Could the future success of your organization be helped by this chief financial officer with work background in marketing, printing and packaging industries who utilized MS Dynamics GP? Technical competencies involve MS Dynamics Great Plains (GP), MS Dynamics NAV, Epicor and Sage 100. Educational background includes MBA (Finance and Business) and Bachelor of Science in Accounting (magnum cum laude).

Important contributions of this chief financial officer included managing all finance, accounting, treasury, tax, government compliance, investor meetings, and financial reporting. The job entailed working as the sole finance professional for a pre-IPO start-up organization that delivered technology and business e-commerce auto and truck parts solutions (B2B, B2B2C) accounting. Financial reporting, internal controls, billing, payroll, human resources, processes/procedures, and compliance functions were also carried out. Tasks covered finance, accounting, treasury, risk management, tax (sales/use), IRS audits, inventory (cycle counts, and inventory reserve) and cost accounting/analysis. Key roles included monthly close processing/reporting, financial statements, variance analysis, budgeting, cost allocations, intercompany invoicing/reporting/balancing, KPI’s, metrics, preparation and presentation of the board package and investor review. This specialist implemented a cloud-based ERP which included the set-up and maintenance of the chart of accounts, accounts payables, accounts receivables, (billing and collections) and financial statement preparation. Budgeting, rolling-forecasts, variance analysis and consolidation of entities were skills brought to the table. Both front-end and back-end systems integration(s) were carried out.

Functions in another job involved mentoring, training, coaching, financial planning and analysis, financial close, budgeting, financial statement preparation, fixed asset planning/management, cash and treasury management were completed. Leasing initiatives, service revenue, contract revenue, project management, tax compliance/reporting, risk management and inventory management were handled.

What can a chief financial officer with work background in food, financial services and IT services industries who used MS Dynamics AX bring to your organization? Technical specializations involve MS Dynamics AX, Sage and Visual ERP. Educational attainment includes Master’s in Business Administration and Bachelor’s degree in Accounting.

Working with areas such as serving as member of the executive team member driving high growth, building expansion and ERP implementation for a $600 million leading distributor of food service products to over 4,000 customers in 7 states was part of the responsibilities of this chief financial officer. Duties covered providing company-wide strategic direction and leading 20 team members in finance, treasury, information technology, payroll and inventory control. This individual led relationship management for external banking, audit, tax and risk management, collaborated with senior team to grow revenue $200 million over 7 years and added 200 team members. An additional role involved serving as executive sponsor for Microsoft Dynamics AX ERP implementation to facilitate future multi-site plans. Other functions consisted of negotiating the construction, development and financing agreements for a new $30 million, 3-temperature zone distribution center, as well as securing $1.5 million state government incentive package. Renegotiating the credit line from $22 to $45 million reducing rate by 32 bps to support 5-year growth plan was part of the job.

Tasks in another job involved joining the new leadership team to raise $22.5 million of private equity, purchase assets from chapter 11 through a 363 sales process. Launching a turnaround for 550+ employee, $100 million provider of healthcare services, support and solutions to 45,000 people living with chronic conditions was completed.

What can a chief financial officer with work background in food, financial services and IT services industries who used MS Dynamics AX bring to your organization? Technical specializations involve MS Dynamics AX, Sage and Visual ERP. Educational attainment includes Master’s in Business Administration and Bachelor’s degree in Accounting.

Working with areas such as serving as member of the executive team member driving high growth, building expansion and ERP implementation for a $600 million leading distributor of food service products to over 4,000 customers in 7 states was part of the responsibilities of this chief financial officer. Duties covered providing company-wide strategic direction and leading 20 team members in finance, treasury, information technology, payroll and inventory control. This individual led relationship management for external banking, audit, tax and risk management, collaborated with senior team to grow revenue $200 million over 7 years and added 200 team members. An additional role involved serving as executive sponsor for Microsoft Dynamics AX ERP implementation to facilitate future multi-site plans. Other functions consisted of negotiating the construction, development and financing agreements for a new $30 million, 3-temperature zone distribution center, as well as securing $1.5 million state government incentive package. Renegotiating the credit line from $22 to $45 million reducing rate by 32 bps to support 5-year growth plan was part of the job.

Tasks in another job involved joining the new leadership team to raise $22.5 million of private equity, purchase assets from chapter 11 through a 363 sales process. Launching a turnaround for 550+ employee, $100 million provider of healthcare services, support and solutions to 45,000 people living with chronic conditions was completed.