Below are the 4 Finance Directors, 4 Assistant Controllers & 4 CFO’s with Peachtree / Sage 50 experience. These professionals are provided by The Thor Group® also provides these and other accounting / finance leaders with Peachtree / Sage 50 & other systems experience on a consulting, contracting, interim or direct hire basis.

What contributions could a director of finance with experience working in electric provider and legal services industries bring to your organization? Educational attainment is composed of Bachelor of Science in Business Administration. Software proficiencies involve Peachtree/Sage 50) and QuickBooks.

Challenges like monitoring business performance (analysis and trending), as well as monitoring cash flow (daily analysis and adjustment) were welcomed and successfully completed on a regular basis. Serving as a director of finance, has created and oversaw budgets, monthly summaries and analysis for board of directors and CEO presentation. This professional has worked with departments and teams (to maximize efficiency and minimize costs). Also, has supervised accounting team of four employees, as well as prepared accounts for quarterly/yearly review-analysis-adjustment by auditors. Moreover, has developed financial models (Department Cost Analysis and Competitor/market analysis).

Shared expertise by creating work orders, creating/processing/posting all invoices, processing/posting receipts for the week, posting and maintaining all customer financial records, handling bad debt issues, as well as establishing and maintaining monthly/weekly payment schedule for accounts payables. Acting as an office administrator, has maintained and prepared all necessary documents and financial records for submission to accountants. Furthermore, was responsible for job scheduling/employment records of 10 employees, as well as maintaining health care and IRA records for all employees.

What advantages can having a finance director experienced at serving in a rehabilitation hospital, university hospitals and a health system offer your organization? Software background includes Peachtree/Sage 50, PeopleSoft, CPSI, Kronos Time Clock/Human Resources/Payroll Systems, ADP Payroll/Timekeeping Systems, Pathlinks, Genecare, HBOC, Groupwise, SMS, and Last Word. The individual graduated with a dual major — accounting and legal studies.

Serving a rehabilitation hospital, this finance director established formal budget procedure and process. Education was provided while support was given to staff submitting a budget and also in subsequent time period to analyze variances. Experience was displayed in Medicare and Medicaid cost reporting, financial analysis, and executive level communication. The job required analyzing a variety of financial information (e.g. revenues, expenditures, cash management, cost projections, insurance) for the purpose of providing direction and support, making recommendations, maximizing use of funds, and/or ensuring overall operations were within budget. Tasks involved developing new reporting method for and tracking all capital budgets and expenditures. Priority was given to the coordination, preparation and filing of all cost reimbursement reports to federal/ state government and third party agencies.

The individual also maintained an accurate and up-to-date Medicare log, as well as reconciled Medicare log to provider statistical & reimbursement report on a monthly basis. Special cost studies were prepared that analyzed a specific part of the hospital’s operation; information was provided as a basis for managerial decisions. Studies on work simplification were conducted. The specialist served as the primary contact for all reimbursement issues for advising the executive team about changes in the reimbursement environment. Courses of action were suggested.

Would it be beneficial for your organization to employ a director of finance who worked in tourism and travel/recreation industries? Educational background is composed of Business Management. Software know-how consists of Peachtree/Sage 50.

Serving in a tourism organization as a director of finance, has completed working knowledge/applications using Peachtree (Sage 50) Accounting software. This professional was accountable for all aspects of A/P processing, purchase orders, check processing, as well as responsible for all aspects of A/R processing invoices from marketing sales, membership and conventions. Some of the tasks were assisting CEO and executive VP with Bureau’s yearly budget preparation and maintenance. Also, has prepared and maintained all monthly, quarterly, and special financial reports for CEO, board of directors and county financial department. Other duties were coordinating with and assisting State, County and Bureau officials with annual audits, maintaining NYS fiscal regulatory requirements regarding assigned grants to the corporation, as well as managing bureau business members’ data through Excel and Access. Furthermore, has submitted and maintained payroll figures and personnel data for Bureau hourly employees, as well as balanced all bank accounts and reconciled general ledger.

As a director of finance in a travel/recreation company, was accountable for all aspects of accounting in regard to special programs.

How can a finance director with experience working in software and technology industries help your organization? Educational attainment is composed of Bachelor of Science in Accounting. Professional certifications include Certified Trainer for MAS 90/200 and CPA certification. Technical expertise includes Peachtree/Sage 50, MAS 90/200, QuickBooks and Automotive Pro.

Working with challenging issues such as authorizing MAS 90/200 and BusinessWorks reseller with 50 recurring clients including several Peachtree/QuickBooks Pro clients have vetted this specialist’s work experience. Serving as a finance director in a software company, has functioned as a certified trainer for MAS 90 General Ledger, Accounts Payable, Accounts Receivable, Bank Reconciliation, Purchase Order, Inventory, Sales Order, Payroll and Intelligence (reporting). Also, has extensive experience with data conversion, implementation, classroom and on-site training, including technical support and report writing (including F9, FRx, Crystal reports and MAS Intelligence).

With a “can do approach” in the area of identifying deficiencies in accounting system and making recommendations for improvement have been career objectives. As a director of finance, has identified multiple unrecorded and past due payables/receivables and other liabilities, netting an additional $50,000 in revenue. This professional has successfully migrated accounting system from Quicken to Peachtree. Moreover, has performed thorough careful cash management and Board approval, brought accounts receivable and payable as well as other liabilities current.

Is impacting your organization with an assistant controller with experience working in manufacturing and trucking industries a current business consideration? Educational attainment is composed of Bachelor of Business Administration (Summa Cum Laude/Accounting Major) and Masters (MBA) Program. Technical skills involve Peachtree/Sage 50, Sage 100 ERP, QuickBooks (Online & Desktop), RealWorld, Software Shop, various proprietary and custom packages (banking, manufacturing, and job cost), PayClock Online, ADP TotalSource Payroll, DocumentMall/ECopy (Digital Document Management), TimeClock Plus, Benefitmall and T. Rowe Price 401(k) Retirement Administration.

While employed in a manufacturing company as an assistant controller-Sage 100 ERP, responsibilities included managing a five-person department, doing financial reporting, cash management, risk management, human resources and payroll. This professional has managed order entry, purchasing, A/P, A/R and shipping/receiving.

Part of the job as an assistant comptroller in a trucking company was to use QuickBooks desktop/QuickBooks Online and Peachtree/Sage 50. Some of the tasks were performing all financial, accounting, and human resource functions for parent company with four subsidiaries and two outside partnerships. In addition, has performed monthly, quarterly, and year-end financial statements for all entities, as well as prepared/filed sales tax returns, property tax returns and individual tax returns (for owner). In addition, has prepared corporate tax return with CPA, EA, etc.

What contributions could an assistant controller with work experience in a pharmaceutical and financial services industries bring to your organization? Educational attainment is composed of Bachelors of Business Administration in Accounting. Computer skills include Peachtree Accounting/Sage 50, QuickBooks, ProSystems FX Engagement, ProSystems FX Tax Software, MAS 90, Crystal Reports and Client Accounting Services (CAS) Suite software. This professional is a Certified Public Accountant.

Challenges like recording insurance carrier sales and patient sales daily in Peachtree/Sage 50 were welcomed and successfully completed on a regular basis. While employed in a pharmaceutical company, has supervised all the functions of the accounting/billing department, as well as responsible for all month end close duties. Some of the tasks were reconciling all accounts and preparing monthly financial statements for the bank, as well as preparing annual budget and performing analytical comparisons of actual versus budget and actual current year versus actual prior year.

Shared expertise by implementing internal control policies and procedures for the entire accounting/billing department. Accomplishments included being instrumental in bringing in a perpetual inventory system which allowed inventory to be presented on a GAAP basis and saved costs of monthly physical counts against corresponding deposits. Also, has reviewed and approved all invoices to be paid. Furthermore, has prepared weekly cash forecasts for the bank.

Would it be beneficial for your organization to employ an assistant controller who worked extensively in metals/mining industry? This individual is adept in record keeping and accounting with Peachtree/Sage 50 Complete Accounting, QuickBooks and Odyssey (foundry software). Other software skills consist of Microsoft Publisher, Lotus 1-2-3 and WordPerfect.

Serving in a metals/mining company as an assistant controller, duties included preparation of financial statements, payroll, and special projects. Part of the job was to work in all aspects of public accounting including audits, financial statement preparations, payroll reports, tax returns, and review of these services. In addition, has assisted and helped develop accounting systems and controls.

As an assistant controller, has reorganized the work papers and subsidiary ledgers for financial statement support. Other duties were helping to implement, organize, and maintain the outsourcing of payroll for over 200 employees, as well as setting goals and priorities, developing brochures and other advertising media, apart from designing and implementing office procedures and soliciting new clients in the development and ongoing operation of personally owned Sub S Corporation and Limited Liability Company. Furthermore, has planned, organized, and presented tax season in-house seminars. This specialist has developed various in-house forms and worksheets for use in preparation of tax returns and bookkeeping, which resulted in eliminating redundancy and improving turn-around time. Initiated and developed an in-house tax return preparation system, including time and money saving changes from year to year.

Would a detail-oriented assistant controller with experience working in retail and real estate industries fit in your organization? Technical skills include Peachtree/Sage 50, REMS/Yardi, CSS, MAS 90, JD Edwards and Coconut Code.

Some accomplishments included daily processing of all accounts payable, account maintenance, and handling of all claims directly with carpet mills or sales representatives. While working in a retail company as an assistant controller/bookkeeper, has performed weekly processing of carpet installer bills and updates on required documents from installers for year-end 1099. Also, was responsible for cash posting and deposits. In addition, has implemented new 2007 accounting software and reconstructed company set up, as well as maintained all office equipment and supplies.

Shared expertise by overseeing all accounting functions for property management company along with reviewing all financial reports for hotel and two restaurants. While employed in a real estate company as an assistant controller, has assisted in new POS system set up for restaurants, including inventory. Part of the job was to manage cash flow on a daily basis and report directly to controller. Furthermore, has carried out bi-weekly payroll thru ADP, monthly bank reconciliations for all 3 companies and balance sheet reconciliations for property management company. In addition, has performed daily cash posting to A/R, month end journal entries, monthly general ledger maintenance, rent roll updates, monthly processing of rent billing and monthly preparation of financial statements.

How can a CFO with experience working in IT services and media systems industries help your organization? Educational background is composed of Bachelor of Science in Accounting. Technological know-how involves Peachtree/Sage 50, Solomon IV, PeopleSoft, Lotus Notes, Pro FX, and company designed accounting systems (QuickBooks).

Working with challenging issues such as posting all general ledger and general journal entries for all company functions with proper descriptions for CPA’s and CEO to analyze have vetted this specialist’s work experience. As a CFO in an IT services company, has assisted outside CPA’s with all tax filings, reconciled all bank statements (5) and analyzed certificates of deposits and lines of credit. This specialist has distributed monthly reports to CEO (Sales, A/R aging, Financial Statements etc.). Also, in charge of 401k Plan Administrator functions including employee loans and company matching procedures. Other duties were performing all human resource functions including hiring, background checks, leave accrual, etc.

With a “can do approach” in the area of creating and updating revenue recognition spreadsheets for proper matching of revenue and expenses on larger projects have been career objectives. Serving as a CFO/controller in an integrated media systems company, has assisted outside CPA’s with all tax filings, as well as posted all general ledger and general journal entries for all company functions with proper descriptions for CPA’s and CEO to analyze.

Would hiring a CFO with work background in housing services and nonprofit industries help meet the needs of your organization? Educational attainment is composed of Bachelor of Science in Accounting and Master of Business Administration in Finance and Health Finance. Professional certifications involve CFM-Certified in Financial Management, CMA-Certified Management Accountant and CBM-Certified in Business Management. This specialist has advanced proficiencies in Peachtree Accounting, QuickBooks and numerous other PC-based software and spreadsheets.

Acting as a CFO in a housing services company, has proposed and managed the switch from Red Wing Accounting to Peachtree Accounting, saving over $2,000/year in fees. Some of the tasks were preparation and analyses of month end/year-end financial statements, as well as management of daily and long term business activity. This specialist has managed daily cash flow and working capital, saving over $250 thousand in 3 years. In addition, has helped negotiate two 5-year indefinite quantity contracts with HUD worth up to $20 million.

While working for a nonprofit company as a chief financial officer, has managed all accounting, MIS, and operational activity-4 direct/12 indirect reports. Other duties were managing implementation of new accounting system with simultaneous installation of other agency-wide workshop management and client tracking software. Furthermore, has assisted with two-year growth plan, raising annual revenues from $10.2 million to $14.5 million.

Could the future success of your organization be helped by this CFO who worked in financial services and real estate industries? Educational background is composed of Bachelor of Science in Accountancy. This professional is a Certified Public Accountant. Technical skills involve Peachtree/Sage 50, FRx, Crystal Reports, Solomon, QuickBooks and Great Plains.

Contributed to the organization’s success by providing support for customers using QuickBooks, Solomon, Peachtree and Great Plains. As a CFO in accounting services company, has developed financial reports using FRx and Crystal Reports. Some of the tasks were providing CFO functions to multiple companies. Industries served included service, manufacturing, software development, pharmaceutical and legal. Also, has performed system and process reviews to eliminate redundant and unnecessary procedures to streamline monthly reporting. This specialist has carried out monthly accounting functions including month end close, generating financial reports and creating financial analysis reports.

Supported organizational goals and objectives by successfully converting from Peachtree accounting system to Solomon IV and implementing a Cash Management account allowing the company to pay the accounts payable of all 48 stores from one consolidated bank account. As a chief financial officer, has negotiated a financing package with a $300,000 revolving line of credit and $1,300,000 term loan. Furthermore, has managed all accounting functions including financial statements, accounts payable, payroll and budgeting. In addition, has implemented the Solomon IV and FRx financial reporting package allowing the company to produce financial statements in-house, saving the company over $135,000 per year.

Is impacting your organization with a chief financial officer with experience working in research and automotive industries a current business consideration? Technology and business skills include Peachtree/Sage 50, QuickBooks, JBN Online, ADP as well as Reynolds & Reynolds computer systems.

While employed in a research organization as a CFO, has managed all Finance, IT, and Human Resource related duties of the organization. Strong GAAP skills included A/P, A/R, Cash Management, Bank Deposits and Reconciliation, as well as Grant management tracking and billing, Human Resources and ADP Payroll processing. This specialist has worked with CPA on year-end tax preparation and audit, forecasting and budgeting. Also, was responsible for all aspects of accounting and human resources through Financial Statement preparation and all insurance and benefit related duties. Has extensive knowledge of data processing and software programs including Excel and Outlook as well as Peachtree Accounting Applications.

Part of the job as a chief financial officer in an automotive company was to manage the accounting department. This executive has strong GAAP experience, in charge of daily operations, accruals, payroll, human resources, cash management, bank recs, state and federal tax reporting / returns, financial statements, and month as well as year end close processes. In addition, has monitored and tracked all departmental productivity and profits, as well as developed corporate marketing and advertising plans to accommodate increased growth plans and allocation. Furthermore, has provided support and guidance to all department managers, as well as monitored and tracked allocation programs and competitor statistics.