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

Could your organization use a controller with experience in financial services, manufacturing and real estate industries who used MS Dynamics GP, ADP, Oracle and Sage 300/Timberline? Technical proficiencies cover MS Dynamics Great Plains (GP), ADP, Oracle and Sage 300/Timberline. Educational background includes Associate’s degree in Business Administration and Bachelor of Business Administration/Accounting.

Some impact contributions of this controller included performing month-end close process to preparation, consolidation and issuance of financial statements for four companies which included the income statement, balance sheet and cash flow statements for multiple companies. This individual prepared and presented month-end reports for multiple companies. All balance sheet accounts were reconciled to G/L maintaining detailed schedules for each account. All phases of annual audit, preparation of reports, audit schedules and tax returns with outside CPA firm were managed. The daily review of the cash position was completed to include management of cash /treasury functions, online banking administration, wire, ACH transfers and positive pay reporting.

Skills brought to the table involved preparing federal, state and local payroll tax reporting for multiple states. Functions covered supervising the preparation of monthly, quarterly and annual sales tax returns, along with annual payroll tax reporting and ACA compliance including W-2, 1099 and 1095. The job consisted of supervising all accounting related functions including A/P, A/R, and staff accountants, in addition to tracking and recording fixed assets; the monthly depreciation reports were also prepared. Benefit administration of employee medical, dental, and life insurance programs and 401(k) plan was carried out. Working closely with managers was done to help improve financial performance.

Could your organization use a controller with experience in software, manufacturing and real estate industries who used MS Dynamics GP? Technical proficiencies cover MS Dynamics Great Plains (GP), Lawson, PeopleSoft, NetSuite and QuickBooks. Educational attainment includes Bachelor of Business Administration degree in Accounting. This individual is a Certified Public Accountant (CPA).

Primary tasks of this controller included preparing the consolidated financial statements and monthly accounting reporting package for the executive management, as well as preparing and filing SEC reports including the Form 10-K, Form 10-Q, Form 8-K and proxy. Managing the monthly close process to ensure accurate and timely reporting of financial data on a monthly basis, as well as managing and mentoring the accounting team which included an assistant controller, staff accountants, AR and AP were also handled. Key roles covered coordinating and managing the quarterly and annual external audit process, in addition to preparing the audit schedules. Recording the purchase accounting for acquisitions, managing the reallocation and fair valuation process of assets, and integrating the acquired subsidiary into the corporate accounting structure and the Great Plains software were completed.

Contributions involved maintaining controller duties and presenting the financial information to the BOD and at the annual/quarterly earnings calls, annual shareholders’ meeting and the quarterly audit committee meetings. This individual assisted in the preparation of earnings call scripts and earnings press releases and reviewed them for accuracy. Process improvements were made which reduced the accounting close from fifteen days to five days. Financial reports and budgets to actual variances were analyzed to maintain expenditure control. Budgets were uploaded into Great Plains and the process was automated.

What can a controller with work background in manufacturing, business services and environment industries who utilized MS Dynamics GP, Peachtree/Sage 50 and Sage 300/Timberline bring to your organization? Technical specializations involve MS Dynamics Great Plains (GP), Peachtree/Sage 50 and Sage 300/Timberline. Educational background includes B.S. in Accounting.

Working with areas such as collaborating with budget models in Excel with preparation and implementation of budget, as well as supervising a staff of 5 made up of professional and paraprofessionals were some of the skills brought to the table by this controller. Duties covered reviewing the manufacturing operations, in addition to managing and participating in the monthly close process including account analysis. Aside from supervising the development of internal infrastructure and technology projects, annual employee benefits plans were reviewed for renewal. Reviewing the month-end close and writing up summary comments for financials were some of the tasks, along with preparing consolidated financials. Great Plains was upgraded to cloud base. The new employee handbook was drafted.

Responsibilities in other jobs consisted of supervising a staff of 3, managing and participating in the monthly close process, as well as handling account analysis. Tasks involved managing the implementation of the new software system, reviewing annual employee benefits plans for renewal, reviewing the month-end close and writing up summary comments for financials. This individual added 401k benefit and updated the new employee handbook. Functions involved setting up the p-card procedures for accounting department and purchasing department, in addition to working with IT to build monthly down load interface into Great Plains. The monthly transactions were reconciled before they were uploaded into Great Plains.

Could the future success of your organization be helped by this controller with work background in telecommunication, IT services and construction industries who used MS Dynamics GP, MS Dynamics AX, Oracle and Sage 100? Technical competencies involve MS Dynamics Great Plains (GP), MS Dynamics AX, Oracle and Sage 100. Educational attainment includes Bachelor of Accounting (Cum Laude). This individual is a Certified Public Accountant (CPA).

Important contributions of this controller included managing and developing a staff of 13 who were responsible for accounts payable, accounts receivable, labor and expense reports. Part of the tasks covered implementing a “no PO, no work” policy and communicating it to vendors or operations to prevent them from working on sites without a PO. Converting labor from a manual Excel process to a system where all timesheets were logged, coded to job cards, approved by project managers, and uploaded into Great Plains was carried out. This system also included expense submittal. Fixed assets were converted from a manual Excel process to a module within the accounting system where the assets were imported from the Accounts Payable module and the monthly depreciation journal entry was automatically generated and posted.

Key roles involved converting credit card payment from a manual Excel process to SharePoint where all users could log in and code their own charges, uploading receipts, and managing for an audit trail. PO processing was converted from a manual Excel process to the PO processing software where PO’s had an approval process, audit process, and they were automatically imported into the Great Plains accounting system.

Does a controller with experience in the hotel industry who utilized MS Dynamics GP, JD Edwards, SAP and Sage 100 pique your interest? Technical knowledge involves MS Dynamics Great Plains (GP), JD Edwards, SAP, Sage 100, QuickBooks and ADP. Educational attainment includes Bachelor of Science in Economics.

Major responsibilities of this controller included month-end closing, posting journal entries and handling balance sheet and bank reconciliation on a monthly basis. Managing daily/weekly/monthly cash flow per general manager’s request was part of the key roles, along with managing and submitting weekly reports to the corporate office. Overseeing the accounting department and participating with other departments’ regular meetings were positive experiences brought to the business table. This individual collaborated and prepared the budget. The corporate CFO was also assisted as needed.

Other jobs covered providing weekly analysis with the management company (payroll, revenue, receivables, payables), assisting with the budget and preparing a 90-day forecasting/reforecasting. Sales and occupancy tax filings were also handled. Functions consisted of processing disbursement request for capital reimbursement on a regular basis, along with overseeing the accounting department and participating with other departments in weekly meetings. Aside from processing weekly payroll, variance commentaries against weekly forecast and budget were prepared. Duties involved performing month-end journal entries, accruals, variance analysis, bank reconciliations, and balance sheet reconciliation on a monthly basis. Pre-opening duties such as creating SOPs and hotel spreadsheet and participating in the implementation of the back/front of the house systems were completed. Managing training in accounting was completed, along with daily revenue report, payroll, other journal entries, and Great Plains Software. Opera functions were administered for the front office.

Would hiring a chief financial officer (CFO) with experience working in nonprofit and financial services industries help meet the needs of your organization? Educational attainment is composed of Bachelors in Business Administration and Accounting. Software skills involve MS Dynamics Great Plains (GP) accounting software and ClientInfo clinical & billing software. Professional credentials include Certified Public Accountant (CPA). Other expertise consists of strategic vision, investment management, process improvement and ERP implementations.

Acting as a chief financial officer in a nonprofit organization, determined the cause of liquidity issues, developing solution approved by the Board of Trustees. Some of the accomplishments were increasing mission work through elimination of 15% of the administrative staff through rebalancing of responsibilities. Also, developed strategic leadership skills of administrative team leaders and built a high performing, multi-cultural finance team. Moreover, improved accuracy and timeliness of financial reporting, reducing time to deliver financials from an average of 30 days to 12 days. Additionally, developed financial models for sustainability recommendations to diversify and increase repeatable revenue.

While working for another nonprofit organization as a CFO, responsible for leading business strategy decisions, financial reporting, budgeting, information systems, risk management (legal/insurance issues), Medicaid billing, HR and insurance, audit and banking relationships. Serving in a rehabilitation services company as a chief financial officer, responsible for business strategy development, financial modeling, financial oversight, computer systems design, budgeting, Medicaid billing and collections, and insurance, audit, and banking relationships.

Could the future success of your organization be helped by this chief financial officer with work experience in automotive, broadcasting and manufacturing industries? Educational background is composed of Bachelor of Science in Accounting and Juris Doctor. Technical expertise consists of Microsoft Dynamics Great Plains (GP), SAP, Oracle and PeopleSoft.

Contributed to the organization’s success by integrating with outside legal counsel and managing outside SEC counsel. While employed as a chief financial officer in an automotive company, provided contract negotiation expertise including negotiating covenant provisions with lending institutions. Moreover, provided credible and consistent financial management during the acrimonious consolidation of a recent acquisition and subsequent management change. Key achievements were re-writing multi-subsidiary 10K and 10Q both for increased precision and to reflect the transition of operational focus, as well as upgrading staff and consolidating the reporting function reducing headcount by 15%. Additionally, identified reporting weaknesses and implemented safeguards to assure greater accuracy in inventory control and SEC reporting.

Supported organizational goals and objectives by raising $1MM in new leased-based fixed-asset financing, as well as managing the annual SEC audit and quarterly review. In addition, performed detailed financial modeling to assure debt and equity covenants would be met when incorporating significantly higher levels of asset-based lending. This professional reduced A/R days sales outstanding (A/R DSO) to 35 days by focusing on collections. Similarly, developed a plan to integrate Great Plains financial reporting system with an internally-developed ERP system while simultaneously converting two acquired subsidiaries from QuickBooks.

Is impacting your organization with a chief financial officer (CFO) who worked in IT, financial services and marketing industries a current business consideration? Educational background is composed of Bachelor of Science in Business Administration with concentration in Accounting. Computer skills involve Microsoft Dynamics Great Plains (GP), FRx Reporting, Infinium, Hyperion, Peachtree/Sage50, QuickBooks and ADP.

While employed in an application software company as a CFO, guided company through management change and restructure, as well as reduced expense structure including sublease of an office unit. Some of the tasks were developing new pricing model and go-to-market strategy, as well as revamping budgeting, forecasting and financial reporting. Moreover, raised Series I ($3.1mm) from existing investors during company transition, as well as negotiated bank debt reduction of $1mm and deferred principal payments for two years.

Part of the job as a CFO in an information technology & services company was to act as a senior financial executive for early-stage SaaS-based cancer outcomes tracking platform. Key tasks were establishing company infrastructure from the ground up (payroll, health benefits and secured office), as well as managing finance/accounting/tax, human resources, administration, legal and investor relations. Additionally, implemented budgeting, forecasting and financial reporting, as well as secured second tranche of Series A ($3.25mm). Furthermore, reviewed all sales and vendor agreements and liaised with outside counsel, as well as implemented all business insurance policies.

What contributions could a chief financial officer with experience working in construction, manufacturing and transportation industries bring to your organization? Educational attainment is composed of Bachelor of Science/Bachelor of Arts (Accounting major and Computer Science minor). Software knowledge consists of MS Dynamics Great Plains (GP), Microsoft Dynamics AX, QuickBooks, Turbo Tax, Timberline and Macola.

Challenges like managing financial and accounting functions for a construction company with $100 million in annual sales were welcomed and successfully completed on a regular basis. Serving as a chief financial officer, responsibility extended to financial statements, cash flow and management of the line of credit. As management team member, participated in strategic planning, including expense forecasting, tax planning and cash management strategies. Also, acted as corporate liaison with lenders/auditors, reported directly to CEO, as well as improved benefits by evaluating various health/life insurance and implementing changes. Moreover, directed the credit operations of the company working with customers and their credit needs reduced the ageing in 120 days from $4.5 million to $1.3 million in four months. Similarly, did successful filings and communications with all statutory and regulatory entities. In addition, renegotiated the liability, property, workman compensation, and umbrella insurance, saving $185,000.

Shared expertise by preparing and reporting budgets, budgets to actual with variance reports, and closing and reporting of monthly/quarterly/yearly financials; as well as assisting with the company’s corporate tax returns. Acting as a vice president & controller in a manufacturing company, reported to the president of a subsidiary and corporate CFO of parent company. Furthermore, managed two ERP system conversions from QuickBooks, Great Plains and Microsoft Dynamics AX.

Would it be beneficial for your organization to employ a chief financial officer (CFO) with work experience in financial services, business services and research industries? Educational attainment is composed of Bachelors of Arts Business Administration, Masters of Healthcare Administration and Masters of Business Administration. Professional certifications involve CHFP (Certified Healthcare Finance Professional) and CMA (Certified Management Accountant). Software skills include MS Dynamics Great Plains (GP), Sage MAS 90, QuickBooks, Oracle, FAS and Crystal Reports.

Serving in a financial services company as a chief financial officer, performed business-to-business strategic planning, analysis, implementation, results tracking, and reporting. Some of the tasks completed were global warranty financial and operational analysis, Western United States production, financial and operational analysis and recommendations and labor review. Moreover, worked on business to business real property, commercial, and lending products, as well as acquisitions, divestitures, re-organization, equity and debt transactions.

As a chief financial officer in an IT consulting company, worked on seamless electronic data interchange of financial and operational data between client accounting system and company accounting system, detailed reporting, full integration. Also, worked on seamless electronic data interchange of financial and operational data between client accounting system and company accounting system, detailed reporting, and full integration. Furthermore, did migration from QuickBooks to Great Plains, as well as implemented CommissionCalc into Great Plains, managed labor, billing, and service provider payments, advanced Excel user interface including pivot tables, v-lookups, and macros.

Would a detail-oriented chief financial officer (CFO) who worked in retail, automotive and consumer services industries fit in your organization? Educational attainment is composed of MBA. Software expertise consists of MS Dynamics Great Plains (GP) software and the FRX reporting tool. Professional certifications involve CPA.

Some accomplishments included implementing and maintaining an 8-week cash flow forecast that led to historic financial reserves and produced a more predictable cash flow stream. As a chief financial officer in a specialty grocery outlet, some of the tasks were performing full year P&L forecasts for the stores each month which aided in covenant calculations, as well as implementing a purchase budget improvement plan that right-sized monthly purchases relative to sales and led to much improved profitability. Moreover, improved the monthly close process to 10 business days or less from a quarterly close process. The executive successfully implemented Great Plains software.

Shared expertise by working with controllers/outside accountants each month to finalize the financials for clients in a timely manner. These financials were then reviewed with owners and senior management to discuss factors causing variances from prior month, prior year and budget for the P&L, balance sheet and cash flow statements. While working as a chief financial officer (CFO) in an automotive supplier, assisted in the growth of a restoration services company that in one year grew from $12 million in sales to $120 million due to a large, newly acquired contract. Furthermore, handled the financial preparation/analysis and audit. Similarly, stabilized a $20 million computer manufacturer when its CFO left abruptly.