Below are the 4 CFOs & 4 Controllers with experience using PeopleSoft & other systems experience. The Thor Group® provides CFO’s & Controllers on a consulting, contracting, interim or direct hire basis.

Does a chief financial officer who is experienced in consumer products, education and business services industries, as well as knowledgeable in PeopleSoft, SAP, QuickBooks and Hyperion pique your interest? Technical knowledge involves PeopleSoft, SAP, QuickBooks, Hyperion, Prophix, CCH ProSystems Tax and ProSeries Tax. Educational attainment includes Doctor of Business Administration (ongoing), Master of Business Administration and Bachelor of Science in Business Management. This individual is a Certified Public Accountant.

Major responsibilities of this chief financial officer included managing the day-to-day operations of finance, accounting, marketing, human resource, facilities, information technology, compliance and other auxiliary functions, as well as administering and programming $17 million annual budget of 200+ staff and faculty members, 32-acre campus with 113,000 square footage of facility space. Developing the annual budget, monitoring performance and reporting financial results and projections to stakeholders, including presentations to the board of trustees, state agencies and accrediting bodies were some of the key roles. Providing appropriate financial stewardship of resources, in addition to creating and maintaining systems and a culture that used resources wisely, properly and to their fullest value were positive experiences brought to the business table. Oracle PeopleSoft, Prophix (budget planning and consolidation) and CampusVue (student management, revenue recognition) were utilized.

The job covered handling the monthly and quarterly financial reporting (consolidation) of the company ledgers from SAP to Hyperion Reporting. Important contributions involved developing and implementing account mapping for reporting of SAP ledger activity into Hyperion Reporting Schedules. The Hyperion “retrieve and export” functionality was utilized. Special projects included the legal reorganization, settlements, and separation issues relating to SAP/Accounting, allocation of costs, and movements of assets/liabilities between parties.

Could the future success of your organization be helped by this chief financial officer who worked in a public healthcare system, as well as proficient in PeopleSoft and Hyperion? Technical competencies involve PeopleSoft and Hyperion. Educational attainment includes Doctoral Degree in Organizational Development and Change, Master of Business Administration, Bachelor of Science in Project Management and Bachelor of Science in Accounting. This individual obtained Certifications in Six Sigma Green Belt, Project Management Professional (PMP) and Change Management.

Important contributions of this chief financial officer included community health division executive management, revenue cycle management, intake operations, authorizations, HIM/records management, accounting/finance department, home health business line, health home business line and telehealth business line. Other tasks covered care management, business development, business analysis, financial planning, operations reporting, strategic planning, vendor management, government contracting, process improvement initiatives/QAPI, facilities management, information technology department, education and training. An 18% new revenue growth was attained by acquiring new plan contracts and renegotiating current contracts. The successful integration of Epic EMR from outsourced vendor system resulted in full revenue cycle processing.

One of the key roles involved on-time and on-budget implementation of Hyperion and PeopleSoft systems. Revenue cycle management was carried out, decreasing A/R days from 126 to 83. Aside from enhancing productivity by 30%, other functions consisted of rolling out customized ERP software, cleansing database, generating multidimensional reports, documenting detailed business activities and streamlining yearly budget comparisons. Costs were reduced by $2.5M; operational inefficiencies were removed; duplications were eradicated; organizational structures were realigned; and reporting line controls were consolidated by convincing the CEO to reshuffle teams and authorities.

What can a chief financial officer with work background in insurance, energy services and religious/nonprofit industries, as well as specialization in PeopleSoft Oracle, MS Dynamics NAV and Oracle bring to your organization? Technical specializations involve PeopleSoft Oracle, MS Dynamics NAV, Oracle, Peachtree/Sage 50, QuickBooks, Crystal Reports and Access. Educational background includes Bachelor of Science Degree in Accounting and Masters of Divinity. This individual is a Certified Public Accountant.

Working with areas such as developing in-depth knowledge of all financial and operational systems and leading process improvement projects that reduced monthly close times and FTE’s required to perform accounting and finance functions were some of the skills brought to the table. Duties covered leading the team to develop a new process for uploading Great Plains data into PeopleSoft and serving as the key player in the development and implementation of new system to migrate claims into Great Plains. This individual effectively diagnosed, managed and resolved important accounting issues including finding the best cost effective process to manage provider payments across multiple platforms. Reporting to senior management the results of operations monthly, including IOI and net asset change information, as well as preparing and presenting quarterly financial statements for the finance committee and BOD were carried out.

Responsibilities consisted of managing the overall accounting operation including financial reporting and budgeting. Functions covered reorganizing the accounting and human resources teams and eliminating 2 FTE’s, while maintaining workload and timeliness of reporting. Insurance programs were renegotiated, saving the company over $350K per year, while maintaining reasonable levels of managed risk. The job consisted of working with senior management to implement policies that allowed for more scalability of direct labor hours. Each bi-weekly payroll was reduced by over $250K.

Could your organization use a chief financial officer who is experienced in engineering, construction and telecommunications industries, as well as proficient in PeopleSoft, SAP, QuickBooks and Oracle? Technical proficiencies cover PeopleSoft, SAP, QuickBooks, Oracle, MS Dynamics GP and Sage MAS 500. Educational attainment includes MBA in Finance and BBA in Accounting and Business Management. This individual is a Certified Public Accountant (CPA).

One of the primary tasks of this chief financial officer included collaborating with a newly hired senior management team to overcome massive challenges: revenue declining 3% to 4% per month, $6M in assets with $21M in payables/debt combined with dysfunctional corporate culture and low employee morale. This specialist assumed additional responsibilities when former CFO stepped into a COO role without a formal change in title and rapidly adapted to a new business philosophy of investment to fuel sustainable long-term growth after acquisition by another company. Fiscal leadership was provided to turn the company around, from losing $1M per month (on $6M revenue) to breaking even within six months and delivering a profit of 15% within 12 months. The general ledger accounting software was migrated from legacy PeopleSoft to a new MAS 500 system in 90 days, contributing $200K+ in capital expenditure savings and reducing time for month-end close by five days.

Delivering $2M in cost savings through key holdback negotiations that ultimately lowered purchase price based on bad debt and telecom costs was part of the contributions. Expenses were reduced by 40% in the first calendar year through spending cuts, greater payroll efficiencies and renegotiating major contracts; COGS was reduced, contributing $4M+ in savings the first year.

Could your organization use a controller who is experienced in communications, media and software industries, as well as proficient in PeopleSoft? Technical proficiencies cover PeopleSoft Financials and IBM. Educational attainment includes Bachelor Business Administration – Accountancy.

One of the primary tasks of this controller included providing financial and strategic leadership to accounting and financial professionals. Functional areas consisted of financial reporting, analysis, compliance, tax, risk management, procurement, disbursements, commissions, and revenue recognition (including technical compliance of SOP 97-2, 81-1; EITF – 0021 08-1; SAB 104). This individual reduced close by 65% (from 4 to 1 1/2 days), allowing for meaningful and timely F/S analysis to functional leaders, disseminated information via pre-close reports and consolidated reporting format to executives. Accomplishment involved saving $700,000 per annum by restructuring accounting and tightening internal controls while improving effectiveness of sales support, IT, purchasing, facilities and HR. The risk and controls template for PeopleSoft Financial applications and monthly site financial closing checklist were efficiently handled.

Contributions involved increasing productivity by 30% and saving over $100,000 per year by establishing global accounting practice (shared services center) and leveraging global operations. Improving the process to invoice and collect over $4 million in maintenance and network billings was carried out. The job consisted of recovering over $1 million in COS and enhancing performance profitability management by reengineering the processing of professional services accounting to ensure proper matching of costs/revenue. Customer requirements were met by obtaining preferred vendor status, ISO 9001 certification. Eliminating $500,000 of potential royalty liability was achieved by thorough review of contracts and addendums.

Would a controller with familiarity in commercial services and financial services industries, as well as skilled in PeopleSoft, Oracle and JD Edwards help your organization achieve greater success? Technical specializations cover PeopleSoft, Oracle, JD Edwards, SAP and SQL Server. Educational attainment includes Master of Science in Accounting and Bachelor of Science in Business Administration, Major in Accounting and Minor in Computer Science. This individual is a Certified Public Accountant, a Certified Information Systems Security Professional and a Certified Project Management Professional.

Supervising all aspects of the accounting department including A/P, payroll, general accounting and management reporting for a private financial services broker dealer with annual revenues of $150 million and approximately 700 independent registered representatives in a regulatory environment were some of the key focuses of this controller. Tasks involved managing the internal controls and governance over the accounting function including appropriate segregation of functions particularly with respect to cash management. This individual was responsible for cash flow analysis and treasury functions as well as managed and administered the financial system PeopleSoft 8.8 FMS (AP, GL, AM).

One of the accomplishments included turning around an accounting function that was in crisis on the heels of a controller’s departure just before the year-end audit. This was achieved by designing and developing numerous process and system interfaces which reduced transaction cycle time and improved the overall quality of financial information. Functions consisted of designing and developing the internal controls framework for the financial group’s PeopleSoft 9 FMS (AP, GL) implementation.

Could your organization use a senior controller who is experienced in resort, communications and technology industries, as well as proficient in PeopleSoft, MS Dynamics SL and Sage MAS 500? Technical proficiencies cover PeopleSoft, MS Dynamics SL, Sage MAS 500, Access, SQL, FRx and Compeat. Educational background includes Master of Business Administration and Bachelor of Science in Finance.

Some impact contributions of this senior controller included forecasting, budgeting, monthly financial review, cash position, software implementation, accounting changes as well as providing guidance and support to business unit teams. One of the responsibilities involved overseeing the staff of 15, staff accountants, payroll, accounts receivable/payable and treasury/cash management. This individual was designated as one of the key members of diligence team, which executed the divesture. Restructuring debt and lowering debt service by approximately $1M per year were part of the key roles. Converting to a new payroll system (ADP) and implementing a new labor control system working closely with the vice president and the director of operations were managed. PeopleSoft implementation and remapping chart of account, asset management and treasury modules were also completed.

The job consisted of forecasting, budgeting, monthly financials, payroll, insurance, information technology, in addition to providing guidance and support to business unit teams. Opportunities were developed, including analysis, EBITDA, EBITDAR, IRR and NPV. Aside from mentoring and developing the accounting and human resource teams, work allocation was managed, cross-training was carried out, an environment of problem resolution was fostered and processes/procedures were streamlined. Direct cash flow planning was carried out to ensure the availability of funds.Could your organization use a senior controller who is experienced in resort, communications and technology industries, as well as proficient in PeopleSoft, MS Dynamics SL and Sage MAS 500? Technical proficiencies cover PeopleSoft, MS Dynamics SL, Sage MAS 500, Access, SQL, FRx and Compeat. Educational background includes Master of Business Administration and Bachelor of Science in Finance.

Some impact contributions of this senior controller included forecasting, budgeting, monthly financial review, cash position, software implementation, accounting changes as well as providing guidance and support to business unit teams. One of the responsibilities involved overseeing the staff of 15, staff accountants, payroll, accounts receivable/payable and treasury/cash management. This individual was designated as one of the key members of diligence team, which executed the divesture. Restructuring debt and lowering debt service by approximately $1M per year were part of the key roles. Converting to a new payroll system (ADP) and implementing a new labor control system working closely with the vice president and the director of operations were managed. PeopleSoft implementation and remapping chart of account, asset management and treasury modules were also completed.

The job consisted of forecasting, budgeting, monthly financials, payroll, insurance, information technology, in addition to providing guidance and support to business unit teams. Opportunities were developed, including analysis, EBITDA, EBITDAR, IRR and NPV. Aside from mentoring and developing the accounting and human resource teams, work allocation was managed, cross-training was carried out, an environment of problem resolution was fostered and processes/procedures were streamlined. Direct cash flow planning was carried out to ensure the availability of funds.

What can a controller with work background in communications, media and security services industries, as well as specialization in PeopleSoft, JD Edwards and QuickBooks bring to your organization? Technical specializations involve PeopleSoft, JD Edwards, QuickBooks, Hyperion Essbase, AS/400 and FileMaker Pro. Educational attainment includes Bachelor of Science in Accounting and MBA in Finance & Accounting. This specialist is a Certified Public Accountant.

Working with areas such as effectively managing all accounting functions with an expense volume of approximately $375 million annually across the company and its subsidiaries was one of the responsibilities of this controller. This included monthly review of all balance sheet account reconciliations and closely monitoring all journal entries posted in the company accounting system (PeopleSoft). Duties covered managing and maintaining documents, periodic testing, reviews and reports of the company controls according to the Sarbanes-Oxley Act. This individual was responsible for a staff of twenty managers which reduced the business license tax payment by 25% through detailed research of qualified tax exemptions. An additional role involved managing over $9 million in property tax refunds.

Being instrumental in establishing a shared service center for the back office functions though the division was part of the contributions, which reduced personnel overhead and maximized the EBIT result. Serving on a 15-member council board which was tasked with reshaping all finance and accounting functions throughout the divisions was also completed. The job covered managing and controlling all accounting and financing functions which included timely payroll for 100 plus employees, vendor payments, collection reports and monthly statements.