Below are the 6 CFOs & 6 Controllers with MS Dynamics Great Plains & other systems experience. The Thor Group® also provides financial/accounting leaders with your industry, MS Dynamics GP/365 & other systems experience on a consulting, contracting or direct hire basis.

Select the Title Links for Additional Information on Each of These 6 CFO Summaries

1. Chief Financial Officer, who Provided Strategic Planning and Reporting to the Board of Directors. Experienced in Manufacturing, Retail and Software Industries. Used MS Dynamics Great Plains, Oracle, SAP and NetSuite.

2. Chief Financial Officer, who Set up New Risk Management Program to Reflect New-for-Profit Status. Work Background in Specialty Hospital, a Medical/Surgical Hospital and a County Hospital. Utilized MS Dynamics Great Plains and Meditech.

3. Chief Financial Officer, who Performed Detailed Financial Analysis for Internal Management. Worked in Real Estate, Restaurant and Airline Industries. Used Microsoft Dynamics Great Plains, SAP and Oracle.

4. Chief Financial Officer, who Identified USD5M of Income and USD83M in Leveraged Loans. Work Background in Nonprofit, Business Services and Media Industries. Utilized MS Dynamics GP, Oracle, PeopleSoft and JD Edwards.

5. Chief Financial Officer, who Developed a Project Model that Helped Generate USD11M in Lighting Products Sales/Service. Experienced in Commercial Services, Energy and Manufacturing Industries. Using Microsoft Dynamics GP and QuickBooks Pro.

6. Chief Financial Officer, who Created an Extensive Revenue and Accruals Necessary for Real-time Revenue Recognition. Familiarity in Commercial Services and Construction Industries. Used MS Dynamics GP, Timberline, Sage 100 and NetSuite.

Select the Title Links for Additional Information on Each of These 6 Controller Summaries

1. Controller, Implemented GAAP Accounting Procedures & Prepared Monthly Financial Statements. Experience Working in Financial Services & Logistics Industries. Utilized MS Dynamics Great Plains, Solomon, AccPac, QuickBooks & Peachtree.

2. Controller, Responsible for General Accounting & Financial Reporting Oversight for Five Business Entities. Work Experience in Real Estate & Specialty Finance Industries. Using Microsoft Dynamics GP, ADP, Paychex Payroll & Blackline.

3. Controller, Performed Management & Supervision of Banking & Treasury Functions, as well as Accounts Payable. Worked in Oil/Gas & Renewable Energy Industries. Using MS Dynamics GP, Sage, QuickBooks & Crystal Reports.

4. Controller, Reconciled Titles, SPED, SGSA Grants, as well as Made Sure All State & Federal Grants are in Compliance. Experience Working in Education, Financial Services & Chemical Industries. Utilized MS Dynamics Great Plains, Solomon & QuickBooks.

5. Controller, Directed All Corporate Finance Activities, including Monthly/Quarterly Financial Statement Preparation & Forecasting. Experienced in Financial Services & Steel Industries. Using MS Dynamics GP, Solomon, QuickBooks & PeopleSoft.

6. Controller, Analyzed GL Accounts, Reconciled Bank Statements, as well as Prepared & Entered GL Journals on a Monthly Basis. Worked in Wholesale, Graphic Design & Recreational Facilities Industries. Used MS Dynamics GP, MAS 90 & JD Edwards.

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ID #: RA15738929

Chief Financial Officer who Provided Strategic Planning and Reporting to the Board of Directors. Experienced in Manufacturing, Retail and Software Industries. Used MS Dynamics Great Plains, Oracle, SAP and NetSuite.

Does a chief financial officer who is experienced in manufacturing, retail and software industries, as well as knowledgeable in MS Dynamics Great Plains, Oracle, SAP and NetSuite pique your interest? Technical knowledge includes MS Dynamics Great Plains, Oracle, SAP, NetSuite, QuickBooks and Hyperion. Educational background includes MBA (Custom/Corporate Program) and B.S.B.A., Accounting and Management, Minor in Computer Science. This individual is a Certified Public Accountant.

One of the major responsibilities of this chief financial officer included providing strategic planning and reporting to the board of directors, investors and banks. Key roles covered preparing the company for a $35MM C-round equity raise, establishing and maintaining the company’s $4MM Line of Credit and managing all finance and accounting activities.

The job covered raising capital for acquisitions (closed $5MM in Oct/17), completing and enhancing NetSuite implementation, developing and maintaining KPI’s and actionable role-based dashboards. Tasks consisted of overseeing monthly financial closes and reporting to owners and board, banking relationships and covenants, corporate and owner tax returns, internal controls and relationship with outside audit/tax firm, as well as providing overall assistance to the CEO and management team. Functions involved raising growth capital via private and public raises, strategic financial plans, SEC and internal reporting, financial/Cash management and overall assistance to the interim CEO to relaunch the company. Key supplier agreements were managed. Driving short and long-term financial strategies, implementing accounting and planning systems, and communicating financial Performance during a period of rapid growth and change were managed.

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ID #: LT16474843

Chief Financial Officer who Set up New Risk Management Program to Reflect New-for-Profit Status. Work Background in Specialty Hospital, a Medical/Surgical Hospital and a County Hospital. Utilized MS Dynamics Great Plains and Meditech.

How can your organization gain an advantage with the help of a chief financial officer with work background in specialty hospital, a medical/surgical hospital and a county hospital, as well as skilled in MS Dynamics Great Plains and Meditech? Technical skills cover MS Dynamics Great Plains, Meditech, Lawson and QuickBooks. Educational attainment includes Bachelor of Science in Business Administration – Accounting (Cum Laude).

While working for a specialty hospital, main functions were comprised of setting up new risk management program to reflect new for-profit status and filing applications as a new city, state, and federal tax-paying entity. This individual negotiated new third party payer contracts to ensure continuity from the old to the new hospital, wound down the fiscal affairs of the non-profit entity and filed final Cost reports.

One of the notable tasks included helping Open the latest site, a 59 bed LTAC hospital. Part of the responsibilities consisted of creating new budget controls and productivity standards for each site’s clinical departments. Functions involved managing the change of financial systems from Eclipsys to Meditech and creating the new “dashboard” operating Performance metrics for all aspects of operations, both clinical and financial. Working with others to Open a new rehab hospital and developing the first hospital market share analysis for the company were some of the duties. Working on government relations by lobbying congress and the state house for important health care financing legislation was included in the list of roles. New metrics was created to measure market share, clinical labor needs, and daily dashboard reports.

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ID #: PL15200458

Chief Financial Officer who Performed Detailed Financial Analysis for Internal Management. Worked in Real Estate, Restaurant and Airline Industries. Used Microsoft Dynamics Great Plains, SAP and Oracle.

Could the future success of your organization be helped by this chief financial officer who worked in real estate, restaurant and airline industries, as well as proficient in Microsoft Dynamics Great Plains, SAP and Oracle? Technical competencies involve Microsoft Dynamics Great Plains, SAP, Oracle, PeopleSoft, Sage 100, Hyperion, JD Edwards, Lawson, Platinum and Epicor. Educational background includes Bachelor of Science in Business Administration and Finance.

Important contributions of this chief financial officer included managing the monthly closings of financial statements and company books and SEC reporting for 10K and 10Q as well as SOX compliance reporting. The job entailed serving as IT administrator of Microsoft Dynamics GP accounting system and administering treasury operations, overseeing all company Cash operations. General ledger balance sheet accounts and monthly reconciliations for banks, A/R, A/P and inventory were efficiently administered. Tasks covered fixed asset accounting management and administration, along with performing detailed financial analysis for internal management financial reporting.

This specialist was responsible for all monthly financial reporting, G/L, A/P & A/R, payroll and tax returns. Monitoring bank financings, Credit lines, bank accounts and Cash concentration, along with reviewing and analyzing new investment/acquisition opportunities, business plans and strategies were skills brought to the table. Functions involved restructuring and reducing bank Debt significantly increasing Cash flow by $10 Million, as well as ensuring loan compliance for all bank borrowings to comply with all Debt covenants. Fixed asset accounting management and administration were carried out. Preparing financial statements and monthly consolidations, in addition to budgeting and forecasting for all operating companies were part of the assigned tasks.

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ID #: JL2605904

Chief Financial Officer who Identified USD5M of Income and USD83M in Leveraged Loans. Work Background in Nonprofit, Business Services and Media Industries. Utilized MS Dynamics GP, Oracle, PeopleSoft and JD Edwards.

What can a chief financial officer with work background in nonprofit, business services and media industries, as well as specializations in MS Dynamics GP, Oracle, PeopleSoft and JD Edwards bring to your organization? Technical specializations involve MS Dynamics GP, Oracle, PeopleSoft, JD Edwards, Sage 100, QuickBooks, Infinium and Intacct. Educational attainment includes M.B.A. Finance and Entrepreneurship and B.A. Economics and Biology.

Working with areas such as signing $90 Billion of community benefit agreements with banks and expanding their compliance with community reinvestment act requirements were some of the responsibilities of this chief financial officer. Duties covered closing $95M building refinance through mix of exempt and taxable bonds and leading financial negotiations with the district for real estate tax abatements worth $5M in first year and $3M annually for two buildings. This individual worked with the company to oversee $100M in leveraged loans for real estate and small business lending and with the investment committee to manage $2M equity portfolio. Skills brought to the table consisted of identifying $5M of income and $83M in assets misreported in prior year tax and financial statements as well as leading correction and restatement.

Other functions covered designing and rolling out the organization’s first comprehensive budget. The job covered establishing clear revenue and expense accountability, monthly reporting, and approval procedures. Sales and financial processes were overhauled by implementing the company’s first customer relationship management (CRM) system and the accounting system was migrated from QuickBooks to Intacct. Tasks involved leading $2M turnaround of a $10M company and restoring the company to profitability in first full year on job.

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ID #: MD15815727

Chief Financial Officer who Developed a Project Model that Helped Generate USD11M in Lighting Products Sales/Service. Experienced in Commercial Services, Energy and Manufacturing Industries. Using Microsoft Dynamics GP and QuickBooks Pro.

Could your organization use a chief financial officer who is experienced in commercial services, energy and manufacturing industries, as well as proficient in Microsoft Dynamics GP and QuickBooks Pro? Technical proficiencies cover Microsoft Dynamics GP, QuickBooks Pro and IBM AS/400. Educational background includes Bachelor of Arts in Economics and Courses in Accounting & Tax.

One of the impact contributions of this chief financial officer included developing a project model that helped generate $11 Million in LED lighting products sales and service. This individual executed all accounting functions involving Order entry, A/R, buying, A/P, G/L, treasury & PP&E as well as developed and maintained business budgets/models.

Skills brought to the table involved successfully engaging in several rounds of capital sourcing, including acquiring funds from shareholders, start-up institutions, banks, the small business administration and a strategic partner. Functions covered overseeing the legal functions, administering engineering, patenting matters and product certification in addition to accounting responsibilities. The job consisted of securing and managing several Million dollars in capital and Credit financing to support the operations of the business. Budgeting, modeling, and accounting for the parent company and 10 wholly owned subsidiaries were coordinated. An additional role involved handling up to $30 Million in financing and investment for the company and its 10 project companies. Overseeing 2 recapitalizations with strategic alliances was carried out. Duties covered re-establishing an internal audit department through recruitment and creating new policies and procedures, along with reporting directly to the corporate chief financial officer and dotted line reporting to the board of directors.

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ID #: DW15917256

Chief Financial Officer who Created an Extensive Revenue and Accruals Necessary for Real-time Revenue Recognition. Familiarity in Commercial Services and Construction Industries. Used MS Dynamics GP, Timberline, Sage 100 and NetSuite.

Would a chief financial officer with familiarity in commercial services, engineering and construction industries, as well as skilled in MS Dynamics GP, Sage Timberline, Sage 100 and NetSuite help your organization achieve greater success? Technical specializations cover MS Dynamics GP, Sage Timberline, Sage 100, NetSuite, SAP and QQ Enterprise. Educational attainment includes Masters of Business Administration (MBA); Bachelor of Science, Business Administration (BSBA); and Associate of Arts (AA).

Making a positive difference with managing the corporate finance and accounting operations, including numerous subsidiary companies, in anticipation of significant growth was one of the key focuses of this chief financial officer. The core business was with operations in all 50 states. Responsibilities covered planning and completing the conversion and implementation of Microsoft Great Plains, and CRM, to develop a company-wide ERP. Creating and implementing a fully automated electronic vendor invoicing portal, vendor ACH Payment process, and a vivid financial reporting solution were efficiently carried out. Extensive revenue and Cost accruals necessary for real-time revenue recognition were created in a 1.5 Million plus transaction per year environment.

Notable tasks included managing the percent of completion & WIP accounting practices, and Cost control procedures on construction projects, to ensure accurate revenue recognition, in addition to performing all treasury and Cash management functions. This individual directed daily accounting operations, and development of the accounting team and developed the annual operating budgets, forecasting tools, and strategic plans as part of the executive group. Functions involved coordinating and negotiating all heavy equipment, and vehicle purchases for nationwide deployment.

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ID #: MS15243989

Controller, Implemented GAAP Accounting Procedures & Prepared Monthly Financial Statements. Experience Working in Financial Services & Logistics Industries. Utilized MS Dynamics Great Plains, Solomon, AccPac, QuickBooks & Peachtree.

Would it be beneficial for your organization to employ a controller with experience working in commercial services, financial services and logistics industries? Educational attainment is composed of Bachelor of Science in Business Administration-Accounting Major. Software skills include MS Dynamics Great Plains, Solomon, AccPac, QuickBooks, Peachtree/Sage100 and MAS90/500.

Serving in a commercial services company as a controller, implemented GAAP accounting procedures and policies, managed accounting staff, prepared monthly financial statements, and maintained national regulatory compliance for a growing tax negotiation company. While employed in a financial services company as controller, implemented GAAP accounting procedures and policies, supervised accounting staff as well as prepared annual budgets with monthly variance analysis. Additionally, prepared monthly financial statements for banks while maintaining bank\financing relationships as Check signer, and maintained continued regulatory compliance for a growing auto finance company.

As a controller, supervised three accounting staff; prepared annual budgets with monthly variance analysis; and prepared quarterly financial statements for banks while maintaining bank\financing relationships, and continued regulatory compliance. Acting as controller, managed the daily Cash flow finances of a local commercial contractor, implemented GAAP policies and procedures to safeguard company assets, maintained banking relationships, and remained regulatory compliant.

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ID #: ME15100964

Controller, Responsible for General Accounting & Financial Reporting Oversight for Five Business Entities. Work Experience in Real Estate & Specialty Finance Industries. Using Microsoft Dynamics GP, ADP, Paychex Payroll & Blackline.

Would a detail-oriented controller with experience in using MS Dynamics GP fit in your organization? Educational background is composed of Bachelor of Science in Accounting-Cum Laude. This individual was a member of the American Institute of Certified Public Accountants. Proficient in MS Dynamics GP, Paychex Payroll, ADP, Blackline and Doc-Link document imaging system. Moreover, adept in PeopleSoft report writing, query & general ledger training, as well as Crystal Reports. In addition, has experience with Microsoft Access, PowerPoint, Yardi, NetSuite, and Power BI.

Some accomplishments included managing the month, quarter and year-end financial statement close process. As a controller in a real estate company, recognized as key Member in improving internal controls and remediating a material weakness, which allowed company to pass Section 404/Sarbanes-Oxley audit. Additionally, developed and implemented process improvements and improved internal controls, as well as implemented a financial statement closing calendar and checklist.

Shared expertise by being recognized by CFO of sister company for initiating Cost cutting measures that reduced G&A expenses by more than 30%. Acting as a controller in a specialty finance company, shortened the monthly closing process by two days through innovation of reports. Furthermore, was responsible for all treasury functions, as well as processing of bi-weekly payroll via Paychex.

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ID #: JT16589423

Controller, Performed Management & Supervision of Banking & Treasury Functions, as well as Accounts Payable. Worked in Oil/Gas & Renewable Energy Industries. Using MS Dynamics GP, Sage, QuickBooks & Crystal Reports.

How can a controller who worked in oil/gas and renewable energy industries help your organization? Educational attainment is composed of Bachelor of Science in Accounting. Software skills involve Microsoft Dynamics GP, SAGE, Aries, QuickBooks and Crystal Reports.

Working with challenging issues such as carrying out monthly financial reporting to President and Australian parent company, as well as annual budget preparation, analysis, and confirmation discussion with management have vetted this specialist’s work experience. While employed in an oil/gas company as a controller, prepared and supervised the company’s insurance requirements and billings, as well as reviewed expenses and determination of proper classification and Cost control. Some of the tasks were management and supervision of Cash, banking, and treasury functions, as well as accounts payable, revenue recording and distribution. Additionally, did supervision and validation of monthly close, as well as depreciation, depletion and amortization calculations.

With a “can do approach” in the area of carrying out monthly financial reporting to president and private equity partners have been career objectives. Part of the job as a controller in another oil and gas company was to do annual budget preparation, analysis, and confirmation discussion with Management. Furthermore, carried out preparation and supervision of the company’s insurance requirements and billings.

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ID #: PJ2508664

Controller, Reconciled Titles, SPED, SGSA Grants, as well as Made Sure All State & Federal Grants are in Compliance. Experience Working in Education, Financial Services & Chemical Industries. Utilized MS Dynamics Great Plains, Solomon & QuickBooks.

Would hiring a controller with experience working in education management, Marketing and chemical industries help meet the needs of your organization? Educational background is composed of BS Business Administration and MBA Finance. Systems experience consists of Microsoft Dynamics Great Plains, Microsoft Dynamics Solomon, Peachtree Accounting, MAS 90 & MAS 200, ACCPAC, FRx Reporting and QuickBooks.

Acting as a controller in an education management company, reconciled Title I, Title II, SPED, SGSA Grants, as well as made sure all state and federal grants are in compliance. Also, reconciled and analyzed accounts, Journal Entries, as well as finalized monthly and annual financial statements and monthly/year-end work papers for external auditors. In addition, served as primary liaison to external auditors, analysis of financial statement to find variances, and Budget preparation.

While working for a Marketing company as a controller, selected contributions were performing investigative analysis regarding profit and loss account to reduce expenses. Moreover, performed Annual Worker’s Compensation audit which reduced amount due by 40,000 dollars. Other achievements were decreasing company’s Bad Debt by 30%, as well as decreasing monthly close from 15 working days to 7 days.

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ID #: PS16552081

Controller, Directed All Corporate Finance Activities, including Monthly/Quarterly Financial Statement Preparation & Forecasting. Experienced in Financial Services & Steel Industries. Using MS Dynamics GP, Solomon, QuickBooks & PeopleSoft.

Could the future success of your organization be helped by this controller with work experience in financial services, environmental services and steel industries? Educational attainment is composed of Bachelor of Science in Business Administration/Accounting and Master of Business Administration. Software skills include MS Dynamics Great Plains, Solomon, QuickBooks, SAI, BaaN and PeopleSoft.

Contributed to the organization’s success by being responsible for and involved in all financial activities of this referral based mortgage-lending company. Serving as a controller in a financial services company, initiatives would include, but not be limited to: Cash management, accounts payable, accounts receivable; payroll processing and HR administration, insurance oversight, corporate tax management, budgeting and IT systems review as well as implementation.

Supported organizational goals and objectives by directing all corporate finance activities, including monthly/quarterly financial statement preparation and forecasting, as well as budget development. This controller oversaw general accounting functions including A/R and A/P, account reconciliation, and Cash management. Key tasks were administering financial management systems, evaluating and integrating new applications. Furthermore, developed highly skilled accounting and financial management team to achieve established objectives, as well as orchestrated all corporate Human Resources activities including maintaining confidential employee files, payroll processing, benefits administration and negotiation, as well as employee conflict resolution.

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ID #: KC1786149

Controller, Analyzed GL Accounts, Reconciled Bank Statements, as well as Prepared & Entered GL Journals on a Monthly Basis. Worked in Wholesale, Graphic Design & Recreational Facilities Industries. Used MS Dynamics GP, MAS 90 & JD Edwards.

Is impacting your organization with a controller who worked in wholesale, graphic design and recreational facilities industries a current business consideration? Educational attainment is composed of Bachelor of Science in Accounting. Software skills involve MS Dynamics Great Plains, MAS 90, JD Edwards, Navision, Solomon and QuickBooks.

While employed in a controller in a wholesale company, analyzed general ledger accounts, reconciled bank statements, as well as prepared and entered general ledger journals on a monthly basis. Some of the tasks were negotiating with banks for lines of Credit, as well as processing monthly reports. Moreover, prepared financial statements, as well as maintained accounts payable and receivable.

Part of the job as a controller in a graphic design company was to analyze general ledger accounts, reconcile bank statements, as well as prepare and enter general ledger journals on a monthly basis. Other responsibilities were negotiating with banks for lines of Credit, preparing and filing company taxes, as well as processing monthly reports. Moreover, prepared financial statements, maintained accounts payable and receivable, as well as prepared Cash forecasting for CFO and President.

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