Below are the 3 Assistant Controllers, 4 Managers of Financial Planning & 3 Finance Managers with Oracle & other systems experience. The Thor Group® provides financial / accounting leaders and staff are offered on a consulting, contracting, interim or direct hire basis.

Does an assistant controller who is experienced in manufacturing, beverage and metal industries, as well as knowledgeable in Oracle Manufacturing, SAP and Hyperion pique your interest? Technical knowledge includes Oracle Manufacturing, SAP, Hyperion, AS/400 and CMMS Maintenance Database. Educational background includes BSBA Accounting.

Major responsibilities of this assistant controller included costing new parts daily, analyzing production costs, PPV analysis, monthly closing entries and analyzing production order variances. Key roles covered providing weekly and monthly reporting on inventory at seven locations, as well as providing analysis on differences between their reporting and the Oracle Inventory System. Since selling of sister plant, duties involved purchasing, FTZ backup and logistics. Accounts payable entries were reviewed in Oracle for proper account numbers and open purchase orders were reviewed to keep them current. Monthly closing consisted of copying cost from month to month and running the Oracle system close procedures. In the budget process, this specialist uploaded new raw material costs, inputted new labor and overhead costs as well as rolled out the new standards in the Oracle computer system.

Another job covered handling the daily report of labor, sales and expenses for the month, along with approval of requisitions. Weekly responsibilities covered reporting to corporate on the weekly KPI’s for the plant and log inventory. Monthly functions included closing the ledger, P&L development, monthly KPI reporting, cost comparisons for the different areas of the plant into a Hyperion program, three-month re-forecasting, bridges between actual expenses for the month against budget, monthly commentary report for corporate and PowerPoint presentation for monthly review with CEO. Current programs used were Oracle, AS/400 and Hyperion database.

How can your organization gain an advantage with the help of an assistant controller with work background in the media and communications industries, as well as skilled in Oracle and Hyperion Essbase? Technical skills cover Oracle, Hyperion Essbase, TM1, GL Wand and Visio. Educational attainment includes Master of Business Administration in Finance and Bachelor of Science in Finance.

While working for a media company, main functions of this assistant controller involved supervising a staff of three including director of accounting and two senior accountants, as well as managing the monthly close process, along with financing close meetings of the corporate, parent, and technology businesses, in addition to reviewing/approving monthly journal entries in Oracle. This individual’ prepared the annual budgets and forecasts for key corporate overhead departments. Duties also involved reviewing then signing off on monthly balance sheet, P&L analysis and key quarterly reporting schedules which involved all intercompany and investment analysis. The approval and signoff in Hyperion consolidation each quarter for the actuals and cash flow submissions were completed.

Notable tasks also included ensuring all internal and SOX controls were maintained, including updating the SOX documentation as needed and organizing the annual SOX walk-throughs with the external auditors. The job consisted of acting as a liaison between financial systems and accounting team when issues arose in the Oracle accounting system, besides handling all benefit plans and monthly analysis, including health, dental and 401K. Responsibilities covered assisting the HR and finance in calculating the final management bonus payouts paid annually.

Could the future success of your organization be helped by this senior assistant controller who worked in IT, manufacturing and automotive industries, as well as proficient in Oracle Discoverer and Essbase? Technical competencies involve Oracle Discoverer, Peachtree/Sage 50, QuickBooks, Hyperion Enterprise, Hyperion Retrieve and HFM. Educational background includes Bachelor’s degree in Accounting. This individual is a Certified Tax Professional (CTP).

Important contributions of this senior assistant controller included supporting fiduciary for Oracle as a corporation and for Oracle’s legal entities, while also supporting the financial controllers and members of the legal entity board of directors, to ensure that Oracle complied with all financial/ tax regulations in the country. This individual safeguarded the legal entity operations from financial and operational risks, resulting from non-compliance with local country laws/ regulations, as well as ensured that the legal entity adhered to Oracle’s global finance policies. The job entailed gathering quantitative and qualitative information with an appropriate formal methodology, to prepare income statement and balance sheet in accordance with US GAAP for SEC 10-Q and 10-K filings, reviewing income statement and balance sheet reconciliations to ensure the accuracy and integrity of the financial statements.

Preparing then auditing US and local GAAP financial statements along with supplementary reporting for local country compliance requirements were carried out. This included preparation of financial related information required by government and regulatory agencies. Skills brought to the table involved performing and supporting the company’s internal management reporting/ analysis, in addition to acting as a financial adviser and business partner on financial analysis.

Could the future success of your organization be helped by this manager of financial planning and analysis who worked in transportation, business services and logistics industries, as well as proficient in Oracle GL and MS Dynamics AX? Technical competencies involve Oracle GL, MS Dynamics AX, Access, Power BI, Power Pivot and PDI. Educational background includes Bachelor of Science in Accounting and Finance.

Important contributions of this manager of financial analysis & planning included leading a cross functional team of accounting and financial analyst professionals, as well as overseeing and managing the continued development of budgeting, financial forecasting, operating plan and modeling tools. New and improved reporting methods were developed, including flexible dashboards and KPI reporting. The job entailed completed variance analyses on a monthly and quarterly basis comparing original budget and updated quarterly forecasts. An additional task covered serving as the primary business unit contact for enterprise wide ERP transition. Financial models and analysis were developed to support strategic initiatives.

In other jobs, this specialist assisted business units and greater enterprise in the understanding of Oracle processes and capabilities. Oracle General Ledger maintenance was performed. One of the skills brought to the table consisted of providing senior management with planning and control information by assembling, analyzing and summarizing financial data. An additional function involved establishing key performance indicators that drove sales and controlled expenses. The site level and regional annual budgets were prepared, including revenues exceeding $2 billion. Compliance with internal controls was ensured through implementation of guidelines and regulations in accordance with GAAP and SOX. Remediation was prepared for internal/external auditors.

What can a manager of financial planning and analysis with work background in software, financial services and business services industries, as well as specialization in Oracle (GL, AR, AP, OE) and Hyperion bring to your organization? Technical specializations involve Oracle (GL, AR, AP, OE), Taleo, Hyperion, Access, Adobe and Pillar. Educational attainment includes Master of Economics and Bachelor of Arts in Economics.

Working with areas such as managing the financial health of marketing organization and conducting all planning for long-term financial goals were some of the responsibilities of this manager of financial analysis and planning. Duties covered producing financial reports, direct investment activities and developing strategies that key stakeholders and senior executive teams incorporated into their day-to-day and long- term planning/ forecasting process. Support was provided to the marketing operations, through information analyses. This specialist was answerable for all financial/ operational control/ analysis for the sales and marketing departments ($25M and $47M annual budget respectively at Taleo; and $550M annual budget at Oracle).

The global marketing teams were assisted in the monthly operations review, identification of areas for cost reductions/operational improvements, annual budget process, periodic forecasting and periodic analysis of marketing operations performance. The job covered employing quarterly and annual budget review process. Tasks involved managing and executing the first ever Oracle all hands meeting for FP&A.

Could your organization use a vice president or manager (financial planning & analysis) who is experienced in financial services and business services industries, as well as proficient in Oracle and Hyperion? Technical proficiencies cover Oracle and Hyperion. Educational background includes Master of Business Administration (Finance & International Business) and Bachelor of Science in Accounting (minor in Quantitative Analysis). This individual is a Certified Public Accountant (CPA).

Some impact contributions of this vice president (financial planning & analysis) included directing the planning, budgeting, reporting, financial analysis and quarterly forecasts for all business units, while also managing the $4B services revenue budget, analyzing, focusing on business drivers / metrics, managing or controlling the $2B expense budget and acting as strategic business partner. This individual developed and rolled out budget targets for revenue/expense, as well as designed and communicated procedures for accurate consolidation of GP&S financial reporting, utilizing Hyperion and Oracle. Key roles involved streamlining the budget process from 5 to 2 months, improving processes and integrating planning and reporting, in addition to providing support for 15 acquisitions.

Skills involved creating a new global automated system to track and report on $1B of cost of goods sold and margins, along with driving the development of long range strategic plan for services, aligning near term financial objectives with long term business strategy, and executing the pre-budget review resulting in $100MM of investable funds with prioritization. Areas of expertise included financial planning/analysis, budgeting, management reporting, financial models, forecasting, variance analysis, business process, financial control, strategy and data analytics.

Would a manager of financial analysis with familiarity in financial services, technology and education industries, as well as skilled in Oracle Financials help your organization achieve greater success? Technical specializations cover Oracle Financial, Oracle ADI, PeopleSoft Financials, JavaScript and Hyperion. Educational attainment includes MBA (Finance) and Bachelor of Science degree.

Making a positive difference with managing all Oracle application development for the company and managing the migration of the company’s financial system from legacy operating system to Oracle Financials were some of the key focuses of this manager of financial analysis. This included requirements gathering, design, development, user acceptance testing, training and implementation, customized programs and interfaces for GL, AP, AR, cash management, fixed assets, custom reporting and business intelligence. Responsibilities covered designing and implementing new invoicing document using FormScape. This individual served as functional lead during system conversion and implementation. Tasks consisted of establishing and implementing standard policies/ procedures for the accounting department including month end procedures, which helped, reduce closing period from approximately 1 week to 2 days.

Notable tasks included providing ongoing user support and training, in addition to establishing and maintaining disaster recovery and business continuity planning. Functions involved conducting internal audit for GAAP/ SOX compliance, conducting needs analysis and developing business requirements. One of the skills brought to the table included working with technical team to develop technical solutions based on business needs. Operation and maintenance of Oracle Financials and its various interfaces with other systems were managed. Proficiencies included financial and business systems management, financial analysis, project planning/management, project planning, systems analysis and financial analysis.

Could your organization use a senior finance manager who is experienced in IT and manufacturing industries, as well as proficient in Oracle, Hyperion Essbase and Hyperion Pillar? Technical proficiencies cover Oracle 11i, Hyperion Essbase, Hyperion Pillar and Hyperion Business Intelligence. Educational attainment includes BS Business Administration – Management (Magna Cum Laude).

Primary tasks of this senior finance manager included services revenue management, field finance Essbase cube strategic management, Oracle 11i implementation and Hyperion reporting. Maximizing revenue was accomplished by providing weekly key indicators or services actuals/deferred revenue analysis to senior executives or global sales field finance revenue managers for revenue updates and key strategic decision making. Key roles covered managing the cross-functional team of revenue management, field finance, business units’ finance and IT staff to solve new business requirements. This provided the company with Sun product and services detail reporting ($10B-$12B annual) which reduced costs by standardizing reporting.

Contributions involved project management and resolving issues for the Oracle 11i ERP implementation by representing revenue management providing product, services expertise and business requirements. The job required leading the Hyperion Business Intelligence financial reporting for revenue management which included gathering requirements from revenue managers/business units finance and designing/testing the demand reports. This achieved global standardization of field finance reporting. In addition, this individual successfully led the services revenue management project which provided more accurate forecasting due to improved understanding of system data flows for support services contracts, managed services, professional services and education businesses. Creating and managing the process for margin bridges which provided Q/Q & Y/Y bridge for quarterly end reporting and forecast processes.

What can a senior finance manager with work background in real estate, IT and telecommunications industries, as well as specialization in Oracle, JD Edwards and Hyperion Essbase bring to your organization? Technical specializations involve Oracle, JD Edwards, Hyperion Essbase, SAP, Hyperion Planning, Hyperion BI, Hyperion Studio and Java. Educational background includes Master of Business Administration (Finance), Master of Business Administration (Information Systems) and Bachelor of Science in Business Administration (International Business).

Skills by this senior finance manager involved leading all forecasting, reporting and analysis activities for Oracle account and directly managing six direct reports (one senior accountant and five property administrators). Ongoing support was provided to senior finance and operational leadership. Duties covered handling frequent interactions with multiple functions to ensure financial plans, goals and objectives were met and in depth usage of adaptive planning, JD Edwards as well as Hyperion Essbase.

Responsibilities in other jobs consisted of providing the executive team with comprehensive P&L, balance sheet, and cash flow analysis/reporting. Creating the first strategic plan and budgeting process improved financial/ operational control. Key roles covered managing all aspects of business unit financial planning, budgeting, and reporting by coordinating, consolidating, and analyzing the ongoing forecast for multiple business units along with other corporate functions. This individual provided comprehensive and detailed analysis, commentary, and guidance of the financial results to CFO, general managers and executive staff. Contributed profit was increased by 500% over 4 years, gross margins were increased by 15%, OpEx was lowered as a % of sales by 20%, and significantly improved ROA, DSO and inventory turns.

Could the future success of your organization be helped by this senior finance manager who worked in the manufacturing industry? Technical competencies involve Oracle EBS and Hyperion. Educational attainment includes Bachelor of Science in Accounting and Finance. This individual is a Certified Public Accountant (CPA).

One of the important contributions of this senior finance manager included utilizing Oracle EBS financial systems to address processes requiring an implementation, process improvement, or reporting enhancement. Through analysis of operations, reviewing freight approval practices, and highlighting business issues, the result was a $4MM reduction in annual spend in 2013 (compared to 2012), and sustained in 2014. Tasks covered designing, building, implementing and deploying a customer configure to order online customer order based product. The product offered customers a real life experience for designing and creating new products. Designing, implementing and supporting complex business processes in an Oracle EBS environment including generating cost data and MSRP pricing was done. Margin analysis (real time) was also completed. An accounts payable process was redesigned where supplier invoices can be imported electronically versus the manual three-way manual match. Up to 3000 invoices were imported electronically per month, saving 250 man hours and increasing accuracy and efficiency.

Key roles in other positions involved leading the global Oracle EBS costing supervising a group of 3 direct reports to and 5 indirect reports to create standard costs, establish direction, motivate members, generate a positive atmosphere, and encourage innovation. Creating an automated and accurate costing and product line processes to decrease monthly days to close was included in the list of duties.