Below are the 4 Controllers, 4 Assistant Controllers & 3 Revenue Managers with NetSuite & other systems experience. The Thor Group® provides controllers, assistant controllers and revenue managers as well as other financial / accounting leaders on a consulting, contracting, interim or direct hire basis.

What contributions could a corporate controller with experience working in technology services and software industries bring to your organization? Educational attainment is composed of Bachelor of Business Administration, Major in Accounting and Finance. Computer skills include NetSuite, QuickBooks and Peachtree. Professional affiliations include the American Institute of Certified Public Accountants and Ohio Society of Certified Public Accountants.

Challenges like managing all general accounting and financial reporting, cash management/forecasting, bank relationships, expense report processing, sales tax reporting, A/P, payroll review and accounting system integration in a high growth company were welcomed and successfully completed on a regular basis. As a corporate controller in a technology services company, accomplishments included managing company growth from $50M to $300M revenue in 3.5 years, as well as reducing monthly close days by 50% (10 days to 5 days). Also, has completed migration from QuickBooks to NetSuite. This professional integrated acquired companies into financial reporting systems, as well as transformed financial statements in accordance with GAAP.

Shared skills by being responsible for all accounting and reporting functions for an international software company. Serving as an accounting manager/division controller, performed monthly reporting (two-day close) to a Fortune 150 Company (parent company), as well as analyzed and updated all ledger accounts. Other duties were preparing reports and analyses for audits. Coordinated and prepared budgets, monthly forecasts and customized reports. Some of the accomplishments involved achieving “Above Average” internal audit designation, as well as transitioning the accounting department from a privately held company to Fortune 150 Company’s policies and procedures. Furthermore, has completed migration from QuickBooks to NetSuite.

Would it be beneficial for your organization to employ a controller who worked in direct marketing and media industries? Educational attainment involves Bachelor of Business Administration (BBA) in Business Management, Accounting. Technical expertise are composed of NetSuite, GoldMine, QuickBooks, Microsoft NAV ERP, Great Plains, Macola, Peachtree, Sage, MAS 90, SalesLogix and ACT!.

Serving in a direct marketing company as a controller, established corporate budget and variance reports to reduce operating expenses and increase earnings. Some of the tasks were establishing a Channel Sales Report with Margins maximizing sales of the right products in the right markets at the right time. This professional built NetSuite and Excel reports to guide the business in analyzing and evaluating the KPIs of Sales, Gross Margin, Freight Recovery, Returns and Allowances, Warranty, and Expenses. Augmented the Chart of Accounts, implemented financial controls, reconciled all GL accounts monthly, and provided oversight of audit and due diligence process therefore assisting the owner in selling the company. Part of the job was to be responsible for monthly close process, Covenant Compliance, Borrowing Base Cert., Payroll, HR, Payables, Receivables, Cash Flow, Insurance and Inventory.

As a COO/CFO in a media company, took over operations, as well as established operating budget, projections and pro-formas, which resulted in an extension of debt obligations and saved the company from foreclosure. Other tasks were establishing sales goals and reporting protocols apart from implementing Just-in-Time Inventory methodology. In NetSuite, this executive established Chart of Accounts, General Ledger, and administered all phases of financial operations (A/P, A/R, I/S, B/S, Variance Reports, Payroll). Furthermore, has turned a prior 2-year loss into a profit for nine consecutive months, and achieved 10% sales growth over the previous year, as well as reduced Corporate Expenses by 22% versus the previous year.

Would a detail-oriented controller with work experience in computer software and enterprise software industries fit in your organization? Educational attainment involves BS in Business Administration, Major in Accounting. Key accomplishments were leading global implementation of new ERP System-Oracle-NetSuite.

Some accomplishments included managing quarterly and annual financial reporting as well as preparation of financial statements in compliance with IFRS. Acting as a controller in a computer software company, developed, implemented, and maintained a system of financial controls and procedures throughout the organization. Some of the tasks were reviewing customer contracts to determine correct revenue recognition under IFRS. Responsible for forecasting, strategic financial planning and analysis, financial accounting, statutory reporting, consolidation of subsidiaries, management and business metrics reporting, as well as treasury and all general accounting functions. Moreover, has managed and led review of annual health insurance and served as administrator for the 401K program.

Shared expertise by consolidating divisional financial reporting packages, performing month-end closing procedures, and cash management for five divisions. While employed in an enterprise software company as an accounting supervisor, developed/updated company policies and procedures, as well as initiated procedures that achieved a 50% reduction in inter- company transaction variances. Prepared and compiled all year-end tax reporting schedules for documentation for the annual tax return. In addition, reviewed and approved all monthly account analysis and journal entries prepared by two direct reports. Furthermore, has prepared and approved all quarterly review and year-end audit supporting documents to both internal auditors and external auditors.

How can a controller with work experience in import/distribution and industrial chemical industries help your organization? Educational background involves BS in Accounting and Certificate in Financial Planning. Technical skills are composed of NetSuite, GP Dynamics, Navision Financials, Peachtree and MAS 90.

Working with challenging issues such as being responsible for financial record keeping, including but not limited to Accounts Receivable, Accounts Payable, Payroll, and General Ledger as well as preparation of financial reports have vetted this specialist’s work experience. While employed in a coffee importer and distributor as a controller, carried out Management Reporting, Budgeting, and Forecasting, as well as provided financial reporting to Senior Management. Part of the job was to prepare accurate and timely Report of Operations, Budgets, Forecasts, as well as Sales and Gross Profit Reports. Other tasks consisted of reviewing and monitoring Job Cost Report, Cost and Variance reports, as well as ensuring that all accounting and reporting procedures were met. This professional also led the implementation of Software-Oversee transition of data to new Software (NetSuite).

With a “can do approach” in the area of building critical relationships with major European and American banks as well as negotiating credit lines with banks and international trading firms. As a corporate controller in an industrial chemical company, this individual was promoted from Accounting Manager to support global trade/distribution company in achieving rapid growth, from $7M to $200M annual revenue, as a key management team member. Responsibilities included directly overseeing financial/accounting operations of 5 domestic and global offices, directing procurement of office equipment and services, as well as coordinating and supervising sales, logistics, administrative and accounting operations.

How can an assistant controller with experience working in market research and architecture/engineering industries help your organization? Educational attainment involves Associate of Science in Business Administration and Bachelor of Science in Accounting Technology. Technical skills are composed of NetSuite, Salesforce, Concur, Bloomberg BNA Fixed Assets, QuickBooks, Deltek Advantage, ADP Payroll and Ceridian Payroll.

Working with challenging issues such as completing general ledger work including month-end close entries, account reconciliations, amortizations, deferrals, accruals, and preparation of financial statements for a multi- currency/multi-subsidiary company have vetted this specialist’s work experience. While employed in a market research company as an assistant controller, worked on revenue and deferred revenue analysis/ reconciliation, as well as commercial contract review, processing, and metric reporting. This specialist has carried out daily cash management including wires, borrowing, and collection of activity, as well as managed accounts payable and accounts receivable functions ensuring timely completion of billing and payables transactions. Also, has served as an administrator of the accounting software, NetSuite. Assisted with the upgrade of accounting software to implement multiple add-on applications and reorganize financial reporting structure. Moreover, has performed as a primary contact with outside auditors during annual audit.

With a “can do approach” in the area of general ledger work including month-end close entries and account reconciliations have been career objectives. As an assistant controller in an architecture/engineering company, prepared monthly and annual financial statements, as well as hired, trained, and supervised staff of five within the accounting department. In addition, has maintained and reconciled fixed asset schedules including calculation of depreciation. Furthermore, has prepared and filed sales/use tax returns including personal property tax returns.

Would hiring an assistant controller who worked in computer software and internet software industries help meet the needs of your organization? Educational background involves BS in Business Administration, with concentration in Accounting. Software know-how is composed of NetSuite, QuickBooks, ACCPAC and DacEasy.

Acting as an assistant controller in a computer software company, managed month-end close schedule, prepared and reviewed financial statements for accuracy and completeness as well as performed flux analysis, and prepared journal entries, balance sheet accounts reconciliations and payroll reconciliation. This professional was responsible for accurate translation of international subsidiaries to USD and into the consolidated financial statements. Part of the job was to lead a project to select and implement new software (NetSuite) for accounting and financial reporting, migrate data from QuickBooks to NetSuite, as well as implement the Actian Salesforce Connector for NetSuite. Provided technical assistance and training to users, as well as assisted in preparation of annual audit and assisted KPMG auditors, including preparing PBC list, in addition to explaining and researching transactions.

While working for an internet software company as an accounting manager, prepared month-end closing and reviewed financial statements for accuracy and completeness by end of 5th day. Some of the tasks were researching and interpreting monthly, quarterly, and annual operational variances, as well as writing up monthly financial results for the management team. Key responsibilities involved preparing quarterly financial reports for the investors, as well as running a weekly metrics report for the management team. In addition, has updated actual financial data with projections throughout the year.

Could the future success of your organization be helped by this assistant controller with work experience in video service solutions and plan management automation industries? Educational background is composed of Bachelor of Science in Accounting. System knowledge consists of NetSuite OpenAir, Oracle v11i/v12 and Lotus Notes.

Contributed to the organization’s success by managing monthly close cycle for US expense-based areas, with focus on accuracy and meeting deadlines, posting an average of 130 journals, reviewing 50-60 reconciliations; as well as successfully decreasing the close process by 2 days and instituting communications with planning group around unusual or new transactions. As an assistant controller in a video service solutions provider, managed certain areas of transactional accounting, full cycle accounts payable (350-400 invoices per month), payroll (salaried/hourly) and T&E, as well as reduced errors in AP by instituting earlier manager review, institution of monthly AP metric reporting and improving payroll controls via creating payroll to payroll roll-forward of gross salaries paid. Also, has served as a system testing coordinator of NetSuite modules; instituting standard test scripts used for bi-annual major functionality upgrades. Responsible for 3 cycles of internal control structure from handling the maintenance of narratives to acting as liaison with an external testing firm, successfully defending position to lower number of key inventory controls from 9 to 4.

Supported organizational goals and objectives by instituting new monthly closing process and managing all facets of preparing US GAAP compliant financial statements. Serving as a controller in a plan management automation provider, responsible for the accuracy and speed of all transactional accounting procedures-revenue and expense. Prepared and issued monthly reporting package to senior management summarizing key financial and project hour results. Moreover, has published quarterly binder of in-depth financial results and related analytics for a comprehensive view of business performance.

Is impacting your organization with an assistant controller with experience working in food/ dining service management and IT solutions industries a current business consideration? Educational attainment is composed of Bachelor of Arts in Accounting and Management. Technical skills include NetSuite, Business Objects, Peachtree, QuickBooks, Solomon IV, Lawson Open Systems, OLAP, ADP, Powercerv, Ceridian, Great Plains and PeopleSoft.

While employed in a food and dining service management company as an assistant controller, prepared month end close, including recording and review of billing transactions for 200 locations. Some of the tasks were preparing and assisting budgets for 200 locations, as well as analyzing and reporting on budget to actual variance on a monthly basis. This professional also generated monthly and year-end financial statements for internal and external review. Also, has served as a lead team member of implementation team implementing new accounting system-conversion from Great Plains to NetSuite. Developed new procedures, chart of accounts, and reporting features/ security for NetSuite system. Moreover, has improved close from 15 days to 7 days using NetSuite inter-active solution and streamlining data flow.

Part of the job as a controller in a medical record workflow solutions provider was to direct a 17-member accounting department consisting of billing, payroll, general ledger, financial planning and accounts payable functions as well as report to the CFO. In addition, has managed relationships with outside auditors, banks and tax attorneys. Additional responsibilities were performing monthly variance analysis on all accounts across product lines, as well as planning yearly budgets for 1200 locations and corporate divisions.

Would hiring a revenue accounting manager with experience working in enterprise governance and real estate industries help meet the needs of your organization? Educational attainment involves BS in Accounting and MBA concentration in Accounting. Software knowledge is composed of NetSuite ERP system, Great Plains, Yardi, MDS Property Management and Paychex payroll.

Acting as a revenue accounting manager in an enterprise governance company, managed revenue reporting for US, UK, and Australian subsidiaries, as well as filed GST/HST return for Canada and Sales tax for various jurisdictions in the US. Some of the tasks were managing and training a team of 5, which consisted of 4 billing and 1 contract admin, as well as managing month-end/ quarterly close on the revenue side including accounts receivable. This specialist trained the billing team as well as contract admin to effectively use NetSuite. Updated commentary on quarterly balance sheet fluctuation analyses, as well as supported annual SOX control testing and external auditors. Also, has worked with outside consultants during transition and implementation of new ERP.

While working for a real estate company as a sr. financial accounting analyst, prepared quarterly financial statements according to GAAP for internal and external reporting. Performed monthly variance analysis related to income and expenses for residential as well as commercial buildings. Moreover, has prepared annual budgets for 18 condominiums and 2 commercial buildings for over 2 million sq. ft. of commercial space. Additional responsibilities were supervising accounts payable and accounts receivable personnel, as well as reviewing commercial leases and checking for accuracy when tenants entered into the system.

Could the future success of your organization be helped by this revenue manager with work background in software and technology industries? Educational attainment involves Bachelor of Science in Biological Science. Software knowledge in NetSuite, PeopleSoft and SharePoint.

Contributed to the organization’s success by overseeing revenue related matters for a leading provider of cloud-based payment gateway and data security solutions. Acting as a revenue manager in a software company, developed internal control systems, recommended areas of improvement both financial and operational, as well as established new accounting procedures to improve profits and reduce costs. Built and led a team of senior billing specialists to increase company profitability and revenue by training AR staff to fully understand services, contracts and revenue recognition. Also, has led a team to complete the interim audit ahead of schedule and year-end audit with no audit adjustments. Moreover, has currently collaborated with executive management team to move customer invoicing and ACH payments to NetSuite which will reduce processing time by two days and manpower needs by three.

Supported organizational goals and objectives by spearheading and helping in the integration of accounting procedures during a company merger. While working in a technology company as a collections specialist, was recognized with the “CFO Award 2013” for transforming the culture of the corporation while integrating information services to exceed industry expectations. Collaborated as part of a small team tasked to integrate an acquired company. Furthermore, has provided expert consultation through analyzing AK Contracts and integrated billing into PeopleSoft.

Is impacting your organization with a revenue manager who worked in computer security and cloud services industries a current business consideration? Educational attainment is composed of BS in Business Administration with Emphasis in Finance. Systems experience include NetSuite, Salesforce, Oracle, PeopleSoft, Solomon, Softrax, Collier Jackson Accounting Software, FRx Reports, QAD, Hyperion, Vertex, Avalara, ChangePoint, Onyx, Approach, Reflex, Lexis Nexus and SAP.

While employed in a computer security company as a revenue manager, ensured contracts were properly recorded in alignment with US GAAP and Centrify policy, as well as managed global revenue from quote to cash. This professional managed the implementation of the new accounting software for the accounts receivable and revenue modules. Some of the tasks were managing the implementation of the connector software between Salesforce and NetSuite, as well as researching and preparing technical accounting memos on revenue-related activities. Also, has prepared Fair Value (VSOE, BESP) analysis of historical sales activities for purposes of proper revenue allocation to multiple-element arrangements and coordination of testing.

Part of the job as a senior revenue analyst in a cloud services provider was to be responsible for managing revenues for revenue operations, including revenue recognition and contract review, ensuring compliance with US GAAP and revenue recognition policy, as well as business partnership. Worked closely with legal and sales operations in the contract review process, as well as interpreted accounting guidance with respect to SAAS revenues, including any operational considerations and effectively communicated with Sales and Legal business team on strategies to maximize revenues. Moreover, has prepared technical accounting memos that analyze and conclude on revenue issues on large customer contracts as required.