Below are the 5 CFOs & 5 Controllers with MS Dynamics GP & other systems experience. The Thor Group® will provide CFO’s & Controllers on a consulting, contracting, interim or direct hire basis.

Could the future success of your organization be helped by this chief financial officer with experience working in advertising/media, transportation and retail industries? Educational background is composed of Bachelor of Arts in Accounting, Finance & Economics as well as Master of Business Administration in Finance. Professional certifications involve Certified Professional Project Management. Technical Competencies consist of Microsoft Dynamics Great Plains, FRx Reporting, Hyperion Forecasting, SAP Business One, Apprise, Lawson, MAS 90, Oracle, NetSuite and Epicor.

Contributed to the organization’s success by providing financial, operational and administration thought leadership and tactical management to address the business’ financial needs. While working in manufacturing and advertising/media organizations as a chief financial officer, led through strategic and financial planning and analysis. Some of the tasks were securing credit facilities and other financing totaling $4.5mm, as well as responsible for internal & external financial reporting, negotiations & communication with customers and vendors, legal, risk management, HR, IT, cash management and financial modeling for potential mergers and acquisitions (M&A) analytics. Part of the job was to implement new financial, accounting and operational processes.

Supported organizational goals and objectives by providing clients with financial thought leadership and tactical management to address their business’ financial needs. Serving as a CFO in a transportation company, led through strategic and financial planning and analysis. Other tasks were securing bank credit facilities and financing, as well as performing cash management Securities and Exchange Commission (SEC) and Sarbanes-Oxley (SOX) reporting, as well as financial modeling.

Is impacting your organization with a chief financial officer with work experience in a primary clinic and a medical practice a current business consideration? Educational attainment is composed of Bachelor of Science, Major in Accounting, BS Economics and Master of Business Administration (MBA). Software skills consist of Microsoft Dynamics Great Plains, Centricity, Epic, ADP Payroll, QuickBooks, MAS 200, Crystal Reports, ReportSmith and Turbo Tax.

While employed as a chief financial officer, reviewed and approved financial statements, cost reports, budgets, and other reports. This CFO successfully improved medical billing, revenue cycle management and recovered over $700,000. Also, received 100% compliance on federal HRSA on-site compliance audit. Some of the tasks were implementing time-saving process improvements and workflows that improved efficiency of financial statement preparation, as well as received accolades from Board of Directors for financial reports that are easier to read, understand, and in accordance with GAAP.

Part of the job as a chief financial officer was to direct the Fiscal Operations of a Federally Qualified Health Center (FQHC) with 6 locations. Other duties were managing the Accounting, Medical Billing, Payroll, IT, and Facilities Departments. Additionally, worked closely with CEO on HRSA grant applications, UDS Reports, Acquisitions, Capital Projects / financing, Strategic Planning and oversight.

What contributions could a chief financial officer who worked in oil & gas drilling, logistics and banking industries bring to your organization? Educational attainment is composed of BS Business Administration, Major in Accounting. Computer applications consist of Microsoft Dynamics GP, Hyperion (HFM), Cognos, UltiPro, JD Edwards, QuickBooks and Oracle Financial.

Challenges like carrying out financial, treasury, credit & collection and personnel aspects of the operation were welcomed and successfully completed on a regular basis. Serving as a chief financial officer, duties included establishing & managing the preparation of departmental revenue & expense budgets; cash flow projections & analysis; monthly financial statements & balance sheet reconciliations; corporate tax returns & preparation for annual external audit; enhancing the written policies & procedures manual; monthly financial reporting to the company owner and senior management team. Also, managed relationships with financial institutions, commercial insurance broker, company health care provider & 401(k) plan management firm.

Shared expertise by handling financial management responsibilities while Chief Financial Officer was out on medical leave (financial analysis, expense approvals, preparation of various federal & state tax work papers for use by external accounting firm in processing returns, balance sheet reconciliation review, bank relations, etc.). While employed in an oil/gas drilling company, concentrated on assisting operation with conversion from QuickBooks to Microsoft Dynamics GP system with focus on general ledger, purchasing and inventory components. Also, has led training of new accounting staff with transition of department from Indiana, PA to Carnegie, PA.

Would it be beneficial for your organization to employ a chief financial officer with experience working in commercial services, industrial services and real estate industries? Educational attainment is composed of Bachelor of Arts in Accounting. This specialist successfully passed the CPA examination as well as fulfilled and maintained all state requirements. Skills encompass MS Dynamics Great Plains, Intacct, Sage and QuickBooks.

Serving in a holding company as a chief financial officer, provided oversight and training of accounting team (four) and successfully completed ERP implementation, opening balance sheet audit, valuation and banking compliance for the merging of four small companies under a single entity. Also, led and assisted team with development of processes, procedures, policies and reporting packages for internal and external customers including investment bank, investors and board of directors. Moreover, designed and implemented daily dashboard and updated system to streamline and improve frequency, quality and accuracy of information.

As a chief financial officer, successfully increased revenues from $20M to $40M while completing divestiture and transition to private equity. Part of the job was to assist in and lead budgeting processes, reorganization of reporting structure, implementation of banking and private equity reporting packages including board of director presentations. Part of the job was to successfully complete implementation of new accounting software and hiring of new accounting and finance team members. Furthermore, oversaw, supervised and reviewed in excess of 30 financial statements each month (along with commentary) including healthcare, IT service, construction, real estate, professional employer organization (PEO), business services, residential and commercial HVAC, leasing and more.

Could your organization use an IT support analyst who is knowledgeable in Epicor Prophet 21 with experience in petroleum, manufacturing and business services industries? Technical proficiencies encompass Epicor Prophet 21, SQL Server, Active Directory, VMWare, Symantec, Powershell and Microsoft Exchange. Educational background includes B.A. in Business Management. This specialist obtained a HIPAA Certification.

Primary tasks of this IT support analyst included resolving problems with Microsoft Office 365, resolving issues in Epicor Prophet 21 writing SQL queries and resolving any virus/malware from systems maintaining virus protection program. Functions covered resetting passwords, setting up printers and visiting sites nationwide by working with office staff to resolve problems. Furthermore, this individual resolved iPad issues, supported Citrix environment and managed Active Directory group policy and file share permissions.

Notable roles in another job involved building servers for the recording of thousands of security cameras on campus then deploying servers joined to the network and setting IP addresses. Duties consisted of performing maintenance on the security servers using SQL to perform needs tasks while mapping servers and all network/ power cables to the servers. Responsibilities involved identifying and resolving filing errors in electronic document management system, in addition to responding to internal/ external customer support inquiries via phone and email. Clearly documenting and tracking all customer incidents and support related activity were also completed. The system software and operator problems were diagnosed by identifying and researching client inquiries concerning system operation. Data searches were performed using SQL. Customer issues were researched, isolated and troubleshot. Unresolved issues were escalated to appropriate teams as necessary.

How can a controller with experience working in construction, marketing/advertising and utilities industries help your organization? Educational attainment is composed of Associate’s Degree and BS Business with Admin/Accounting concentration. Professional certifications involve Certified Public Accountant (CPA). Software knowledge involves MS Dynamics Great Plains, QuickBooks, Quicken, Turbo Tax, PeopleSoft and Peachtree.

The position required job costing, including variance analysis per project, alerting team when in jeopardy of going over budget. Serving as a controller in a construction company, managed all corporate financial functions monthly, quarterly and annual reporting, as well as prepared annual budget, forecasting, and variance analysis. Some of the tasks were preparing weekly payroll and all reporting, doing daily cash management, as well as processing analysis and changes as needed. This professional managed, trained and mentored accounting staff. More so, management style was hands on and daily meetings were also held to identify areas of concern.

With a “can do approach” in the area of maintaining policies and procedures previously set up offering constructive changes, as well as preparing annual budget, forecasting, and variance analysis. Serving as a controller, responsible for all financial transactions, inventory costing, financial reporting, as well as prepared weekly payroll and all reporting. Additionally, did daily cash management, as well as managed, trained and mentored accounting staff.

Would hiring a controller with work experience in manufacturing, retail and prosthetics industries help meet the needs of your organization? Educational attainment is composed of Bachelors of Business Administration, Accounting Major and Master’s Degree in Business Administration. Special skills involve Microsoft Dynamics GP (Great Plains), FRx Financial Reporting, MAS 90, MAS 200 and QuickBooks.

Acting as a controller, responsible for Controllership, Accounting and Treasury/Cash Management, for three separate subsidiaries, as well as migrating all accounting books and records from ACCPAC to Microsoft Dynamics GP. This specialist was responsible for filing Sales & Use tax returns for the three subsidiaries, as well as acted as liaison with the company’s outside Certified Public Accountants. While employed as a controller in a doll manufacturer, managed the accounting function for the U.S. office of a multi-national toy company. Also, used Microsoft Dynamics GP, handled the entire financial cycle including the preparation of financial statements, as well as managed the computer network for a 6-person office.

While working for a women’s clothing store as a controller, this individual managed a small internet-based distributor of textile consumer goods. Serving as a controller in a prosthetics company, re-installed Microsoft Dynamics GP, implemented new process for consignment orders, as well as designed and implemented new financial statements in FRx.

Could the future success of your organization be helped by this controller who worked in consulting, oil/gas/coal and financial services industries? Educational background is composed of Associate of Elective Studies and AS/BS Accounting. Professional certifications involve Master’s Certificates in Applied Project Management & Six Sigma Green Belt Continuous Process Improvement. Technical skills consist of Microsoft Dynamics Great Plains, Microsoft Dynamics Navision, MS Dynamics Axapta, QuickBooks/QuickBooks Pro, Deltek Vision, Quicken, JD Edwards, SAP, Ceridian, Sage, Peachtree, NetSuite and MAS 90.

Contributed to the organization’s success by accelerating the month-end close to the 10th calendar day of every month by providing accurate financial reports and initiating an income and expense flux analysis for the 1st working day. This initiative allowed for rock solid project controls and accurate variance isolation. While employed in a management consulting company as a controller, achievements consisted of automating and fine tuning standard costing and bidding specifications to enhance proposal and negotiation efforts, identifying all performance costs and expenses, thus increasing average per- project revenue by a minimum of $5,000 and improving retained gross margins in excess of 25% through the reduction and mandatory consideration of previously unidentified components.

Supported organizational goals and objectives by performing one of the first Microsoft Dynamics Navision multi-divisional implementations in the U.S.; integrating two sets of independently run books researching, resolving and cleaning up $50 million in cumulative unidentified transactions. While working in oil, gas & coal company as a controller, designed local Shared Services infrastructure and allocations schedules by leading a team of 50 independent regional business managers (both local and remote). Also, collaboratively derived an objective and rationale basis as well as methodology for internal allocation schematics reducing I/C confirmation time by 30%, increasing attribution precision thus refining reported “per-business- unit” results, and commanding greater levels of accuracy and divisional accountability leading to an immediate $5,000/month in community cost reductions.

Is impacting your organization with a controller with experience working in agriculture, distribution and printing industries a current business consideration? Educational attainment is composed of BSBA Accounting and MBA Finance (with Honors). Computer skills consist of MS Dynamics Great Plains, Oracle, AS/400 Open Systems, JD Edwards, Peachtree and Sage MAS.

While employed in an agriculture company as a controller, developed and implemented a cash management system where none existed previously. Some of the tasks were analyzing workflow and identifying area of cost reduction / containment totaling $175,000, as well as identifying ways to “do more with less” and improving profitability by over $114,000. This specialist developed and analyzed the budgeting process where there was once none. This led to a more cost effective operation and realized cost savings of over $150,000 by identifying areas of waste. In addition, determined cost accounting standards so that entity could recognize price variance, usage variance, labor variance and fixed / variable overhead variance, as well as prepared cost estimates for new products and validated bills of materials.

Part of the job as a controller was reviewing standard work and transitioning it away from the traditional tribal-knowledge, apart from realizing savings in time and money of 5%. Furthermore, investigated, reviewed and analyzed the accounting flow, controls and procedures highlighting problem areas and developing improvements, as well as developed and implemented corrective action as required.

What contributions could a controller with work experience in hospitality and restaurant industries bring to your organization? Educational attainment is composed of BS Accounting, Major in Finance as well as Accounting/Auditing/Statistics. Skill sets include MS Dynamics Great Plains, QuickBooks, MAS 200, SAP, Platinum, Oracle/Fidelio and Solomon.

Challenges like supervising accounting and finance department of multi-properties producing financial reporting, balance sheet reconciliation, forecasts, budget, owner’s presentations, internal control and compliance, SOP/SOX implementation, various statistical analyses of various accounts were efficiently performed. While working in a hotel chain-based company as a controller, did Capex reporting, conversion & consolidations, as well as trained DOF, prepared career training, including developments program for associates. Furthermore, was responsible of Internal & External Audit. While employed in a restaurant as a controller, oversaw accounting functions of Fine Dining Restaurants/Night Clubs & performed asset management. Other duties were preparing financial reporting, budget, forecast, balance sheet Recon, quarterly owner’s reporting & presentation.

Shared expertise by overseeing two 4-star properties (878 Room-$94M in sales) with Centralized Accounts and three properties with decentralized accounts system. Acting as a complex controller in a hospitality company, responsible for fiscal management of hotels/restaurants in the region, recruitment and training of property Controllers and accounting staff. Some of the tasks were managing and developing operational and capital budgets, as well as managing Capital Improvement purchasing process.