Below are the 4 Finance Managers, 4 Finance Controllers & 4 Revenue Managers with NetSuite & other systems experience. The Thor Group® provides financial / accounting leaders who know your industry & systems on a consulting, contracting or direct hire basis.

What contributions could a finance manager who worked in SaaS healthcare technology and education industries bring to your organization? Educational background is composed of Bachelor of Arts in Business Administration/Accounting and Spanish as well as Master of Business Administration. Technical skills include NetSuite, Salesforce and Concur.

Challenges like managing and owning the month-end close process, improving the accuracy and reliability of revenue recognition reporting under ASC 605 using NetSuite for more than 10,000 customer accounts were welcomed and successfully completed. While employed in a Software as a Service (SaaS) healthcare technology company as a finance manager and acting controller, analyzed and provided commentary on monthly revenue and financial variances by customer, as well as submitted monthly reporting package to headquarters meeting strict reporting deadlines. Also, has assisted the headquarters’ consultant with review of SaaS contracts in preparation of implementing new revenue standard ASC 606. Moreover, this individual reviewed month end balance sheet and income statement accounts, as well as responsible for cash, accounts receivable, deferred expense and revenue accounts, including other contract related accounts. This was in addition to assisting with fixed assets and accounts payable accounts. This professional oversaw daily cash application, managed a team of three to work with account management and customers on collection of delinquent accounts, as well as reduced outstanding receivables during time of growth.

Shared expertise by developing the annual budget and recommended tuition rates as well as payroll increases to the Board. Other jobs entailed negotiating lower rates for services and rent, aside from investing cash balances to maintain principal. Serving in a children’s school as a treasurer/business manager, performed as a key member of Board of Directors and has managed payroll processing and health insurance benefits. Furthermore, has prepared annual financial reporting package, reducing school’s external accounting fees by 50%.

Would it be beneficial for your organization to employ a senior finance manager with experience working in communications solutions and technology industries? Educational background is composed of Bachelor of Science in Accounting. This professional is a Certified Public Accountant-Active, and Certified Global Management Accountant-Active. Software know-how involves NetSuite, Dynamics Great Plains, Oracle Hyperion, ProSystem FX Suite, FRX, SQL, QuickBooks Pro, Bloomberg, SAP, Reuters, Vertex, MAS 90, Avalara and Salesforce.

As a senior finance manager, oversaw the consolidated recording of revenue and billing activities for an international cloud-based data and voice service business with over $250 million in annual revenue while being responsible for maintaining effective relationships with a diverse client base as well as external auditors. Also, has structured timely review of credit card monthly receipts of $10 million and monthly invoice reconciliation of $3 million under tight month-end deadlines, as well as researched timing and reconciliation issues to minimize time spent on year- end audit. Moreover, has created monthly revenue and accounts receivable reconciliation files that enabled CFO to review and compare customized hosted billing and collection system to the NetSuite Financial GL system, as well as provided a listing of timing and permanent differences to conform to GAAP, utilized by auditors and key executives.

Being the accounting/finance manager in a software company, executed timely month-end closings of consolidated receivables of $5 million, revenues of $15 million for North Americas and foreign currencies of $2 million in Softrax as well as on a new Oracle Hyperion ERP system. Additional responsibilities were hiring, training and managing a team of 4 financial professionals; implementing clear deadlines for international billing, collections and contract review apart from preparing commissions reporting. Furthermore, has provided analysis for CFO on daily cash report for treasury functions including foreign currencies and monthly reconciliation of deposits to ensure accuracy.

Would a detail-oriented finance and accounting manager with experience working in import and automotive industries fit in your organization? Educational attainment is composed of Bachelor’s Degree in Accounting. Computer knowledge includes NetSuite, Oracle, IRMS 360, QuickBooks, Fishbowl, Shipworks, SAP, Great Plains, Eudora Pro, Outlook and Lotus Notes.

Some accomplishments included managing the accounting department and all related tasks, including but not limited to receivables control of “$30M+”, and monitoring the accounts aging, payments as well as open balances analysis. Acting as a finance and accounting manager in an importer/wholesaler, built the accounting department from scratch and successfully implemented Oracle-NetSuite in accounting, finance and demand planning area. This specialist supervised employees performing financial reporting, accounting, billing, collections, payroll, and budgeting duties. Some of the tasks were developing internal control policies, guidelines, and procedures for activities such as budget administration, cash /credit management, and accounting. Also, has prepared or directed preparation of financial statements, business activity reports, financial position forecasts, annual budgets, or reports required by regulatory agencies. Moreover, has coordinated and directed the financial planning, budgeting, procurement, or investment activities of the company.

Shared expertise by handling periodic reporting package with the team for board members and top management. As a financial planning head in an automotive company, compared actual results with forecasted results and explained the deviation by business unit. In addition, has participated in preparing the yearly business plan and related budget by business unit. Part of the job was to prepare monthly and yearly forecasted cash flow statement as part of the cash management process. Furthermore, has determined monthly and yearly foreign currency’s needs.

How can a finance manager who worked in technology and visual effects industries help your organization? Educational attainment involves Bachelor of Business Administration in Finance (BBA) and Master of Business Administration (MBA). Technical skills are composed of NetSuite, Bill.com, Salesforce, Trinet Cloud, Intuit, Priority and Sage.

Working with challenging issues such as overseeing financial activities, customer relations, and managing a direct report have vetted this specialist’s work experience. As a finance manager in a professional services company, responsibilities and accomplishments were being responsible for month end closing of financials reported to the CFO, CEO and the board, as well as managing direct report and assisting in the annual budget process, periodic forecasting, and periodic analysis of operations performance. Part of the job was to review client contracts and participate in strategic decisions for the future of the company. Some of the tasks were providing specialized reporting, analysis and support to management, as well as being responsible for general accounting, cost accounting, revenue, payroll and accounts receivable as well as payable. This specialist operated, helped in the transition and maintained new accounting and support systems (NetSuite, QuickBooks and Bill.com).

With a “can do approach” in the area of being responsible for all financial and accounting reports as well as some human resources duties have been career objectives. Serving as a finance associate in a visual effects company, accomplishments and responsibilities consisted of collaborating with the CFO on reviewing client contracts and preparing financial statements. Moreover, has identified and resolved variances with the monthly revenue recognition report. In addition, has delivered quarter end reports including accruals, fixed asset amortization, intercompany loan reconciliations, AP and AR. Furthermore, has supported inquiries from management and external auditors on all monthly, quarterly, and annual reports.

Would hiring a controller of finance and accounting with experience working in cloud-based SaaS model software and data analysis software companies help meet the needs of your organization? Educational background involves Bachelor of Arts Degree. This professional has an active CPA license. Technological knowledge is composed of NetSuite, SAP and QuickBooks.

Acting as a controller of finance and accounting in a cloud-based SaaS model software company, managed 2 staff responsible for all accounting, HR, admin and financial reporting on GAAP Basis (NetSuite). Some of the tasks were establishing a positive rapport with banks and investors, reformatting covenant calculations and establishing timely reporting. Also, has updated actual to budget reports for executive team and investors, as well as built a comprehensive 2-year forecast for potential investors. Part of the job was to work with auditors on a schedule for pre-audit work, so the audit would be completed timely. Moreover, has implemented one worldwide payroll system, as well as managed the consolidation of UK, Ireland, Canada and US operations.

While working in a data analysis software company as a controller-North America, combined gross revenues of $50M consisting of license, service and maintenance, as well as directed the preparation of all financial reports, including income statements, balance sheets, cash flow statements and all management reports. In addition, has simultaneously managed 2 different accounting and admin departments, 5 staff in California and 8 staff in Irvine. Other duties were coordinating annual audit activities and preparing audit schedules. Furthermore, has directed and participated in all Sarbanes-Oxley compliance audits, quarterly reviews, and year end audits.

Could the future success of your organization be helped by this finance controller who worked in educational technology and audio-visual solutions industries? Educational background is composed of Bachelor of Economics, major in Finance and minor in Law, as well as Master of Business Administration in Accounting and Finance. Technical skills include NetSuite and Concur.

Contributed to the organization’s success by working with CEO to support the business that was growing from 70 employees to 350 employees, and annual revenue, from $30 million to $90 million. While working in an educational technology company as a controller who supervised the Accounting and Finance Department, managed the financial reporting and presented the results to the BOD quarterly, as well as oversaw daily operation and month end close of the accounting and finance department, including AR, AP, G/L, Banking, 401K, and Payroll. Key duties were coordinating with external auditors in conducting annual financial audit, as well as reviewing revenue recognition of online learning software services. Part of the job was to supervise company tax compliance including income tax provision and payroll taxes. Also, has managed the annual stock valuation and accounting activities of stock options. Moreover, has implemented new accounting software NetSuite and Concur.

Supported organizational goals and objectives by supervising daily operations and month end close of accounting as well as finance department. While employed in an audio-visual company as a director of accounting and operations, jobs entailed supervising accounting and logistics department, apart from directing company financial planning and budget management functions. This specialist coordinated debt financing and debt service payments with external agencies. In addition, has managed and monitored inventory costs as well as cost analysis by reviewing NRE and WIP. Furthermore, has supervised company tax compliance including sales tax filing, income tax provision, transfer pricing and other tax regulations.

Is impacting your organization with a controller-finance and accounting who worked in SaaS cloud services telecommunications and professional services industries a current business consideration? Educational background involves Bachelor of Science in Business Administration and Bachelor of Science in Accounting. Professional certifications have been earned as Certified Public Accountant (CPA) and Certified Global Management Accountant. Technological expertise is composed of NetSuite, QuickBooks, SAP, Hyperion, TimeshEASY and Essbase.

While employed in a SaaS cloud services telecommunications company as a controller-finance and accounting, initially hired to help integrate new accounting system (NetSuite), reduce the close timing process and improve management reporting. This specialist rebuilt the team to bring in the right talent, and established structure, processes, discipline, and a positive work culture that created a true professional services organization. Also, has implemented full conversion from QuickBooks to NetSuite including hundreds of customers, vendors and accounts, as well as customized invoicing procedures, departments, classes and budgets. NetSuite Project came in 7% under budget and met all time requirements for testing, implementation and go-live. Moreover, has created a flexible, scalable organization by upgrading staff and bringing structure as well as consistency to financial and operating processes.

As a controller-accounting and operations in a professional services company, this individual established processes and documentation providing a solid foundation to support the company’s continued and rapid growth. In addition, has designed standard operating, financial, and reporting processes as well as developed planning and forecasting process or templates, raised transparency, streamlined processes, and made numbers more comparable, consistent, and accurate. Furthermore, has negotiated new benefits package with third party administrator and obtained an overall 12% health care cost savings by changing providers.

Would hiring a financial controller with experience working in the manufacturing and pharmaceutical industries help meet the needs of your organization? Educational background is composed of BS in Business Administration and MBA degrees. Software knowledge involves NetSuite.

Acting as a financial controller in a wholesale distributor of domestic home goods, has performed successful implementation of integrated software system-NetSuite. Also, has reduced DOS from 75 days to 45 days. Serving in a pharmaceutical company as a senior cost analyst, served as a part of a team which implemented process to streamline indirect material distribution and costing process to more accurately reflect use. Some of the duties were preparing/analyzing monthly close for plant, assisting with preparation of yearly budget, as well as analyzing monthly variances.

While working for a manufacturer of plumbing parts or products as a controller, has initiated analysis and participated in team which enabled the company to convert to premium-based from self-insured. In the process, benefits were increased while reducing costs by $750K annually. Part of the job was to implement cash management system, producing $20K+ annually in earned interest from investment of idle cash through Sweep Account (daily) and CDs of $100K to $500K (weekly). This specialist also managed the inventory audit team of 12 personnel to validate inventory accuracy. Another duty was directing a team of 3, sales administrative assistant, purchasing agent and accounting administrative assistant.

Would hiring an accounting manager/revenue specialist with experience working in consulting and electronics industries help meet the needs of your organization? Educational background is composed of AA in Automated Accounting, Major in Accounting with Minor in Business Communications, as well as BSBA in Business Administration Program with Major in Business Administration and Minor in Accounting. Software skills include NetSuite, QuickBooks, Microsoft Dynamics SL, Solomon: Web Business Portal, Deltek, Navision, FAST, Peachtree and ADP Certified Payroll.

Acting as an accounting manager/revenue specialist in a healthcare consulting company, provided support to controller; ad-hoc reports and analyses as requested for president and senior leadership team. Some of the tasks were carrying out month-end, year-end close transactions, journal entries, reconciliations, budget and profitability reports. This specialist was responsible for billing and revenue transactions in accordance with client contracts; recognition of revenue, accruals and deferrals of revenue; reconciling related general ledger accounts and maintaining balance sheet schedules. Part of the job was to perform quarterly business and occupational tax returns; 1099s for independent contractors, and preparation of form 1096. Also, has implemented intermediary and export report designer for conversion to NetSuite from Microsoft Dynamics SL.

While working for an electronics company as an accounting manager/full-charge bookkeeper, completed full cycle accounting from event to financials, as well as coordinated annually with CPA on tax preparations and adjustments. Moreover, has led daily loan reconciliations; cash projections; budget plan, analyses and recommendations: trends and variances. Furthermore, has worked on weekly payroll and all human resources activities as well as co-designed website, and management of internet presence.

Could the future success of your organization be helped by this senior accounting manager for revenue and accounts receivable who worked in software and computer data storage solutions industries? Educational attainment involves Bachelor of Science in Accounting. This professional is a Certified Public Accountant (CPA). Technological know-how is composed of NetSuite, Softrax, VMware, Microsoft Dynamics and SAP.

Contributed to the organization’s success by performing revenue recognition management of database in excess of 5,000 customers and 12,000 line items. As a senior accounting manager for revenue and accounts receivable in a software company, ERP systems that were used were Softrax and NetSuite. Some of the tasks consisted of reviewing all customer contracts for proper recognition of software licenses, SaaS, hosting, support and professional services. Other tasks were doing monthly recognition of deferred revenue in accordance with revenue recognition standards and GAAP. Also, has led the financial statement preparation and review for company with annual revenues of $40-$50 million. Moreover, has worked with an outside valuation firm on the company valuation and Purchase Price Allocation to support correct balance sheet treatment of deferred revenue, debt, equity, and fixed assets.

Supported organizational goals and objectives by managing all accounting and human resources of a privately held software company with annual revenues for 2012 of $6.5 million. Serving in a computer data storage company as a vice president of finance and administration, responsibilities included revenue recognition, financial statements, general ledger, cash management, tax, external audit, accounts receivables and payables as well as budgeting. In addition, was responsible for banking relationships with US and UK banks, including management of $10 million in loans from a venture capitalist firm and foreign exchange transactions. Furthermore, has worked with external auditors to restate 2007 and 2008 divisional financial data in order to obtain audited financial statements in preparation for outside investment and potential acquisition.

Is impacting your organization with a senior revenue accountant who worked in computer storage solutions and IT services industries a current business consideration? Educational attainment involves Bachelor’s degree in Accounting, Major in Advance Accounting, Statistics and Economic; Masters in Accounting, Major in Advance Accounts, Auditing and Business Finance; as well as Post Graduate Diploma in Entrepreneurship and Business Management. Computer skills are composed of NetSuite, Sage Timberline, Oracle E-Business Suite 12.0, PeopleSoft, QuickBooks, Lawson, Navision, SAP, BusinessObjects, Cognos and Great Plains.

While employed in a computer storage solutions company as a senior revenue accountant, managed day to day revenue processes, created journal entries, reconciled accounts, analyzed account balances, and produced audit schedules. Some of the duties were completion of customer invoicing, billing and revenue schedules for designated business lines, as well as providing assistance in cash collections and meeting targets. Also, has assisted in establishing/documenting revenue recognition policies and procedures, as well as assisted in special projects within finance departments.

As an accounting supervisor in an IT services company, this individual supervised and managed the accounting operations staff of 6 in corporate finance team. Moreover, has designed work responsibilities, strategy and planning for staff task and duties, as well as coached and mentored staff for training and development in their respective areas of expertise. This specialist oversaw and managed the full accounting month end close and reporting process from execution to finish. Furthermore, has assisted the management team in cash flow and budget forecasting process on a monthly basis.

What contributions could a sr. revenue accounting manager with extensive work experience in a software company bring to your organization? Educational attainment is composed of Bachelor’s Degree in Finance. Skills in financial accounting systems include NetSuite, Great Plains, Lawson, PeopleSoft and Oracle. ERP Systems skills also include Onyx, and SalesForce.com.

Challenges like serving as an implementation lead for Oracle EBS and NetSuite from a revenue, royalties and order to cash perspective were welcomed and successfully completed on a regular basis. As a sr. revenue accounting manager in a software company, managed the accounting and integration of numerous acquisitions relating to revenue, AR, and direct COGS, including implementing new policies, calculation of purchase price allocation, and integration of target company into the companies’ Oracle EBS platform. Also, has developed, implemented, and maintained accounting policies and SOX controls for the entirety of the order to cash process that included: revenue recognition, direct COGS/royalties, commissions, purchase accounting, bad debt, credit and discount approvals, as well as item set up. This professional had ownership of all contract review and approval globally, including the structure of complicated multi-element arrangements and ensuring those are set up and processed in Oracle properly. Some of the duties were being responsible for reporting of all revenue and direct COGS including external royalty reporting.

Shared expertise by carrying out implementation and documentation of the new ASC 606 revenue standard (Full Retrospective). Acting as a revenue accounting consultant, this specialist implemented the NetSuite Advanced Revenue module.