Below are the 8 CFO's with MS Dynamics GP & other systems experience. The Thor Group® provides CFO's & controllers with your industry, MS Dynamics GP & other systems expertise on a consulting, contracting, interim or direct hire basis.

Select the Title Links for Additional Information on Each of These 8 CFO Summaries

1. Chief Financial Officer, who Managed the Process for Preparation of a 5-Year Operating and Capital Plan. Experienced in IT Services, Gaming and Business Services Industries. Used MS Dynamics GP, Oracle and Sage 100.

2. CPA/Chief Financial Officer, who Managed Daily Operations, Payroll, Demos, Revenue, Proposals, Pricing and Business Development. Worked in Software, Restaurant and Financial Services Industries. Used MS Dynamics GP, MS Dynamics SL and Sage 100.

3. CPA/Chief Financial Officer, who Partnered with the Company President to Develop a 5-Year Strategic Plan. Work Background in Financial Services, Manufacturing and Restaurant Industries. Utilized MS Dynamics GP, Oracle and SAP.

4. CFO, Helped Lower DSO by 8 Days During the Recession & Increased Working Capital by Over 50% During Tenure. Worked in Ins., Software & Genetics Industries. Utilized Microsoft Dynamics GP, AS/400 & Saleslogix.

5. CFO, Helped Management Build Revenues from USD400K to Over USD2M Monthly in Less than 18 Months Prior to Acquisition. Work Experience in Professional Services & Financial Services Industries. Used Microsoft Dynamics GP & QuickBooks.

6. CFO, Provided Vision/Oversight, Growing Company from Revenues of USD6M to Over USD200M. Worked in Construction, Commercial Services & Food/Drink Industries. Utilized Microsoft Dynamics GP, Salesforce, FRX, QuickBooks and Sage.

7. CPA/CFO, Implemented Single Financial/HR System Utilizing Microsoft Dynamics GP & ADP, Resulting in 40% Reduction in Overhead & USD 1.2M in Bottom Line Savings. Experience Working in Media & Logistics Industries. Used Microsoft Dynamics GP & ADP.

8. CPA/Chief Financial Officer, who Developed Excel Pivot Tables to Reconcile Balance Sheet Accounts. Work Background in a Regional Hospital, Health System and a Mental Health Clinic. Utilized MS Dynamics GP, PeopleSoft, Oracle and Peachtree/Sage 50.

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ID #: TR15662108

Chief Financial Officer who Managed the Process for Preparation of a 5-Year Operating and Capital Plan. Experienced in IT Services, Gaming and Business Services Industries. Used MS Dynamics GP, Oracle and Sage 100.

Does a chief financial officer (CFO) with experience in IT services, gaming and business services industries pique your interest? Technical knowledge includes MS Dynamics Great Plains (GP), Oracle and Sage 100. Educational background includes Bachelor of Science in Business Administration (Finance and Accounting).

Major responsibilities of this chief financial officer included performing high-growth company CFO responsibilities and managing special projects. Key roles covered managing the process for preparation of five year operating and capital plan through collaboration with executive team, focusing on development of long-term strategy and alignment with financial forecast. Aside from preparing confidential information memorandum for anticipated capital raise through iterations with executive team and board of directors, this individual led meetings with prospective investors. An additional role consisted of acting as point of contact for banking relationships and required compliance related submissions.

Another job covered being responsible for all financial matters for multi-national media company and managing all financial functions, including financial reporting, treasury, tax, budgeting, accounts payable and accounts receivable. Accomplishments included managing the financial role and data room population in preparation of company for sale and efficiently managing the AOP (annual operating plan) budgeting process and affected alignment with strategic plan. An additional function involved serving as financial liaison between owner/managers, board of directors and outside parties, including investors, tax advisors, auditors, and outside counsel. Skills brought to the table involved managing the financial and certain operational issues of international studios and functioning as internal lead for review of contracts for legal terms and business implications.

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ID #: FB15089418

CPA/Chief Financial Officer who Managed Daily Operations, Payroll, Demos, Sales, Proposals, Pricing and Business Development. Worked in Software, Restaurant and Financial Services Industries. Used MS Dynamics GP, MS Dynamics SL and Sage 100.

Could the future success of your organization be helped by this chief financial officer who worked in software, restaurant and financial services industries, as well as used MS Dynamics GP? Technical competencies involve MS Dynamics GP, MS Dynamics Solomon (SL), Sage 100 (formerly MAS 90) and QuickBooks. Educational background includes Bachelor of Science in Business Administration, Accounting & Finance. This individual is a Certified Public Accountant (CPA).

Important contributions of this chief financial officer included managing daily operations, staffing, payroll, demos, sales, proposals, pricing; business development, Great Plains, QuickBooks, Solomon and Sage MAS 90 software. The job entailed designing the dual-currency cost center, time/billing, product line analysis, SAS 70, ad hoc reporting, establishing the infrastructure, cost control and improving EBITDA 55%.

For a catering service, this specialist managing the daily accounting operations, cash flow management, reporting, analysis, strategic planning, budgets and forecasting, liquor & food licenses, sales tax, building & office maintenance. Other tasks involved handling insurance medical & commercial, auto fleet, event tracking, Affordable Care Act, banking, legal, audit, compliance and QuickBooks. Functions involved dissolving the profit-sharing plan, and upgrading the IT network, cost reductions exceeding 30%. Skills brought to the table in a finance firm consisted of high volume transaction processing bill payments; full P&L, complex cash management, bank fees/transmission (EDI, ACH, wire credit), compliance & disaster recovery, regulators, reporting, legal, sales, IT, accounting, payroll, procedures, contracts, customer service, benefits & incentives, QuickBooks and Solomon. Best customer service in the industry was provided. Other roles involved serving as architect of first Linux/PHP internet processing, increasing sales, developing national brand and creating industry changing practices.

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ID #: DO15423636

CPA/Chief Financial Officer who Partnered with the Company President to Develop a 5-Year Strategic Plan. Work Background in Financial Services, Manufacturing and Restaurant Industries. Utilized MS Dynamics GP, Oracle and SAP.

What can a chief financial officer with work background in financial services, manufacturing and restaurant industries who utilized MS Dynamics GP, Oracle and SAP bring to your organization? Technical specializations involve MS Dynamics Great Plains (GP), Oracle, SAP, Sage 300/Timberline, Hyperion and QuickBooks. Educational attainment includes MBA (International Business), as well as Bachelor of Science in Accountancy (summa cum laude). This individual is a Certified Public Accountant (CPA).

Working with areas such as managing human resources, facilities, risk management, legal affairs and finance; including financial planning, accounting, management and investor reporting, external audit, treasury, financing, payroll and tax relocated corporate headquarters. Duties covered managing a team of 20 individuals, including seven direct reports, as well as partnering with the company president to develop a five-year strategic plan. This individual led the effort to spinoff a non-strategic division, resulting in a significant cash inflow for the company and reorganized the legal structure, banking, payroll and benefits of the hospitality division, positioning it for future strategic transactions. Coordinating a valuation of the company at the request of the board was carried out. The company was transitioned from Oracle to Microsoft Great Plains, resulting in more timely financial reporting and long-term ERP system cost savings.

Other functions involved developing the rolling weekly cash flow forecasts and action plans, reducing accounts receivable by $2 million and bringing $1 million of past due vendor accounts up to current status, within 12 months. The job covered streamlining accounting operations, reducing the monthly close and reporting cycles by four weeks and reducing the year-end external audit cycle by six months.

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ID #: KA15710727

CFO, Helped Lower DSO by 8 Days During the Recession & Increased Working Capital by Over 50% During Tenure. Worked in Ins., Software & Genetics Industries. Utilized Microsoft Dynamics GP, AS/400 & Saleslogix.

Would it be beneficial for your organization to employ a CFO with experience working in insurance, software and genetics industries? Educational attainment is composed of Bachelor of Business Administration, Management. Software knowledge consists of Microsoft Dynamics GP (Great Plains), AS/400, Saleslogix CRM, PeopleSoft, QuickBooks, Quicken and Peachtree/Sage 50.

Serving in an insurance company as a CFO, worked on special projects while MS Dynamics Great Plains was being implemented to all newly acquired companies while consolidating the financials with legacy systems. While employed in a trade show company as a CFO, provided accurate monthly closing and reporting of financial results to parent company and key personnel. Some of the tasks were doing budgeting, forecasting and variance analysis, as well as developing and maintaining documentation of accounting policies and procedures. In addition, made recommendations for improving the effectiveness of policies and practices, ensured compliance with financial controls, as well as maintained effective communications within areas of responsibility.

As a CFO in a software company, reduced closing process from 10 business days to 4 days in less than 9 months. Also, helped lower DSO by 8 days during the recession and increased working capital by over 50% during tenure. Other accomplishments were improving the company rating to the highest level ever received in 22 years. Furthermore, improved accounting processes to insure contracts were renewed timely and at a greater than a 95% rate.

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ID #: DH15180205

CFO, Helped Management Build Revenues from USD400K to Over USD2M Monthly in Less than 18 Months Prior to Acquisition. Work Experience in Professional Services & Financial Services Industries. Used Microsoft Dynamics GP & QuickBooks.

Would a detail-oriented CFO with work experience in professional services, finance and supply chain industries fit in your organization? Educational attainment is composed of Bachelor’s degree in Economics (minors in Business & Japanese) and Master’s degree in Business Administration (Dual Major in Finance & Strategy). Areas of expertise include capital investment analysis, new business evaluation, Excel spreadsheets, project pro forma modeling and projections/revenue forecasts. Software skills include Microsoft Dynamics Great Plains (GP) and QuickBooks.

Some accomplishments included managing integration of acquisition of a medical lab, as well as identifying cost savings of over $100K per month. While working as a CFO, managed transition of accounting system from QuickBooks to Great Plains; designed and implemented inventory control system in both QuickBooks and Great Plains. Also, helped management build revenues from $400K to over $2.0 million per month in less than 18 months prior to acquisition of lab; acquisition added $500K per month in new revenues, with significant upside potential in synergistic channels and operations. Moreover, helped management identify new business opportunities and reduce operating losses from $800K per month to break-even in less than 18 months.

In another job, shared expertise by writing business plans and pro forma projections, including leveraging existing assets to grow organically. Serving as a chief financial officer in an investment holding company, created strategy and built projections to turn direct sales organization into multi-billion dollar manufacturer and operator of heavy equipment. Similarly, created strategy and business plan to grow chain of 7 car washes into chain of 50 express washes. Furthermore, managed financial operations of portfolio companies, financial reporting, analysis and investor relations.

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ID #: JW16153861

CFO, Provided Vision/Oversight, Growing Company from Revenues of USD6M to Over USD200M. Worked in Construction, Commercial Services & Food/Drink Industries. Utilized Microsoft Dynamics GP, Salesforce, FRX, QuickBooks and Sage.

How can a CFO who worked in construction, commercial services and beverage industries help your organization? Educational attainment is composed of Bachelor of Science with Major in Accounting & Marketing. Software expertise consists of Microsoft Dynamics Great Plains (GP), Business Intelligence, Salesforce, FRX, QuickBooks, Sage MAS 500, Peachtree/Sage50, ProSeries Tax and Turbo Tax.

Working with challenging issues such as developing and setting up accounting/finance department, hiring and training employees for client company, were part of this specialist’s work experience. While working as a CFO in a home improvement company, strategically developed ERP/accounting systems, reports, processes and procedures. Also, implemented a cost savings project that resulted in over $2M annualized savings, as well as led acquisition opportunities resulting in 18+ successful deals. Additionally, provided vision/oversight, growing company from revenues of $6M to over $200M, as well as developed business plans/models including 5-year detailed financial projections. Moreover, orchestrated 20+ integrations and migrations from various key accounting software into MS Dynamics Great Plains.

While in other jobs, with a “can do approach” in the area of participating in all aspects of the investment process, which included screening, analyzing new deals and performing due diligence have been career objectives. As a CFO in a commercial services company, prepared 3-to-5-year financial projections and plans for start-up companies. Furthermore, oversaw investments, advised in day-to-day operational issues and worked with ‘Big 5’ CPA firms on audit and tax issues. Similarly, created financial model using bottoms-up approach for projecting future cash flows.

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ID #: DL2712462

CPA/CFO, Implemented Single Financial/HR System Utilizing Microsoft Dynamics GP & ADP, Resulting in 40% Reduction in Overhead & USD 1.2M in Bottom Line Savings. Experience Working in Media & Logistics Industries. Used Microsoft Dynamics GP & ADP.

Would hiring a chief financial officer (CFO) with experience working in media and logistics industries help meet the needs of your organization? Educational attainment is composed of Bachelor of Science (BS) in Business Administration (major in Accounting). Professional certifications involve Certified Public Accountant (CPA). Software knowledge involves Microsoft Dynamics Great Plains and ADP.

Acting as a chief financial officer in a media company, spearheaded the consolidation of financial operations related to merger of 3 businesses, including transition to shared service center model for accounting function. Some of the tasks were implementing single financial/HR system utilizing Great Plains and ADP, resulting in 40% reduction in overhead and $1.2 million in bottom line savings. Also, conducted due diligence together with CEO and PE firm related to original platform company; finalized acquisition and term loan/credit facility agreement; as well as performed similar process for a $35 million acquisition and led successful integration of the 2 businesses. This professional championed consolidation of plants and restructuring of leases, generating savings of $2 million.

While working for another media company as a CFO, collaborated with investment bankers to execute sale of company to private equity firm. Part of the job was to drive $300 million debt refinancing, resulting in $7 million annual savings, as well as to build and sustain 20%+ CAGR in both online and specialty products divisions. Furthermore, initiated centralization of accounting operations and implemented Great Plains software company-wide, leading to productivity savings of $1 million and improved internal control.

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ID #: GK2355635

CPA/Chief Financial Officer who Developed Excel Pivot Tables to Reconcile Balance Sheet Accounts. Work Background in a Regional Hospital, Health System and a Mental Health Clinic. Utilized MS Dynamics GP, PeopleSoft, Oracle and Peachtree/Sage 50.

How can your organization gain an advantage with the help of a chief financial officer with work background in a regional hospital, health system and a mental health clinic who utilized MS Dynamics GP, PeopleSoft, Oracle and Peachtree/Sage 50? Technical skills cover MS Dynamics Great Plains (GP), PeopleSoft, Oracle, Peachtree/Sage 50, Hyperion and QuickBooks. Educational attainment includes BS in Business Administration, Accounting. This individual is a Certified Public Accountant (CPA).

Main functions of this chief financial officer were composed of updating client organization’s accounting procedures/processes and granting reporting requirements. This individual developed Excel Pivot Tables to reconcile balance sheet accounts from several days down to an hour and served as CFO, supervising accounting, business office and materials management. Duties covered serving as regional controller responsible for 9 assisted living centers, performing month end close, balance sheet reconciliations, using the Great Plains Accounting System and conversion to PeopleSoft Accounting. Other roles covered detailed testing and documentation of the complete revenue cycle (accounts receivable, cash and collections) for a shared services unit handling $3.5-$4.0 million in monthly cash flow and testing the inventory conversion process (raw materials to production) for plants.

Notable tasks included testing and documenting intercompany payables/receivables. Responsibilities consisted of testing insurance claims processing units. Creating and reviewing process narratives for Sarbanes Oxley testing were carried out, along with evaluating the rationale of the processes. Function involved creating test plans, performing actual testing and entering narratives and test results on web based Scope Matrix. Validation errors were resolved between process narratives and test plans.

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