Below are the 5 CFO's & 5 Controllers with PeopleSoft and other systems experience. The Thor Group® provides CFO's & controllers with your industry, PeopleSoft & other systems experience on a consulting, contracting, interim or direct hire basis

Select the Title Links for Additional Information on Each of These 5 Chief Financial Officer Summaries

1. CFP/ CFO, who Mentored Staff Lead Change to Improve Productivity while Reducing Finance Staff by 10% (USD600K per Year). Experienced in Professional Services and Banking Industries. Used PeopleSoft, QuickBooks and Peachtree/Sage 50.

2. CPA/ Chief Financial Officer, who Administered Internal Controls and Accounting Procedures. Worked in a University Hospital and a Healthcare Provider. Utilized PeopleSoft, ADP and MS Dynamics GP.

3. Chief Financial Officer, who Managed the Finance, Accounting, Network Systems and Operations Departments for a USD3B Company. Worked in Financial Services and Real Estate Industries. Used PeopleSoft, Oracle and MS Dynamics GP.

4. PMP/ Chief Financial Officer, who Has Oversight Responsibility for USD100M Annual Budget and USD25M in Government Grants. Experienced in Government, Education and Professional Services Industries. Using PeopleSoft ERP and SCT.

5. CPA/Chief Financial Officer, who Managed Staff for a USD1.5B Infrastructure and Rehabilitation Program. Familiarity in Professional Services, Nonprofit and Accounting Industries. Utilized PeopleSoft ERP, ADP, Kronos and MS Dynamics GP.

Select the Title Links for Additional Information on Each of These 5 Controller Summaries

1. Controller, who Remediated Accounting Data to Meet Standard Board Requirements. Familiarity in Manufacturing and Transportation Industries. Utilized PeopleSoft ERP, ADP Payroll and Oracle.

2. Controller, who Developed and Implemented Policies/ Procedures for Accounting Clients. Experienced in Professional Services, LGL Services and Telecommunications Industries. Used PeopleSoft ERP, Oracle, Sage Accpac and Sage 100.

3. Controller, who Met Key SOX Controls Associated with Repo, Domicile and Equity Process. Work Background in Financial Services, Software and Business Services Industries. Utilized PeopleSoft, Oracle, SAP and Hyperion Essbase.

4. CPA/ Controller, who Implemented a New Budget Process and Developed Tracking Metrics. Worked in Nonprofit, Education and Automotive Industries. Using PeopleSoft and Hyperion Financial Systems.

5. CPA/ Controller, who Managed Monthly Forecasting of Revenues and Expenditures with Company Branches. Experienced in Transportation, Manufacturing and Agriculture Industries. Used PeopleSoft Financials, PeopleSoft HR, Kronos and Hyperion Essbase.

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ID #: DC16611211

CFP/ CFO who Mentored Staff Lead Change to Improve Productivity while Reducing Finance Staff by 10% (USD600K per Year). Experienced in Professional Services and Banking Industries. Used PeopleSoft, QuickBooks and Peachtree/Sage 50.

Does a chief financial officer (CFO) who is experienced in professional services and banking industries, as well as knowledgeable in PeopleSoft, QuickBooks and Peachtree/Sage 50 pique your interest? Technical knowledge involves PeopleSoft, QuickBooks and Peachtree/Sage 50. Educational attainment includes B.S. Business Administration. This individual is a Certified Financial Planner (CFP).

Major responsibilities of this chief financial officer included directing the monthly reporting and forecasting cycles, while also coordinating the annual budget planning process. was one of the key roles. Improving communications between business managers and finance staff was done to analyze drivers, explain variances and improve forecasting. Spearheading the transformation of finance operations, re-defining staff functions and mentoring key staff to lead change improving productivity while reducing finance staff by 10% ($600,000 per year) were positive experiences brought to the business table. This individual directed the integration of diverse general ledger systems (PeopleSoft, QuickBooks, Peachtree) in use at each site onto the Vertex global platform (Microsoft Dynamics).

The job covered interviewing senior managers and business stakeholders to understand their information needs, negotiating reporting improvements and redesigning the monthly segment reports Accordingly. Analyzing the data capture processes throughout all operations; incorporating coding changes and data sourcing to provide for single point of entry, as well as conforming the local GL charts of accounts into a uniform global chart were part of the functions. Other duties involved introducing process changes to capture non-financial data and eliminate redundant manual reporting efforts and providing success criteria or testing requirements for the integration team. Conducting the final review and approval to move into production was also carried out.

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ID #: TS15089972

CPA/ Chief Financial Officer who Administered Internal Controls and Accounting Procedures. Worked in a University Hospital and a Healthcare Provider. Utilized PeopleSoft, ADP and MS Dynamics GP.

Could the future success of your organization be helped by this chief financial officer who worked in a university hospital, as well as proficient in PeopleSoft, ADP and MS Dynamics GP? Technical competencies involve PeopleSoft, ADP, MS Dynamics GP and Kronos. Educational attainment includes Master of Business Administration, as well as Bachelor of Arts in Political Science/Business Administration and Bachelor in Banking. This licensed Certified Public Accountant (CPA) also has Paralegal (PA) certification.

Important contributions of this chief financial officer included administering internal controls and accounting procedures by applying expertise in accounting/financial, operational, and compliance internal controls including the cycle of risk assessment and annual audit plan development. The internal control audit program creation and execution, as well as internal control audit report writing and presentation to audit committees were also handled. The design of corrective Action plans and related follow-up was managed. Tasks covered auditing, reviewing, updating and composing accounting/ financial, operational, and compliance related procedures. Financial software and systems included PeopleSoft, ADP e-time, Kronos and Microsoft Dynamics GP.

Skills used involved project management, information technology, economics, and business process reporting/ design for federal government clients, healthcare, finance, and engineering/construction segmentations were included in the list of duties. Related public and accounting/financial management experience was applied. In addition, this specialist applied audit and financial management experience.

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ID #: RS15076288

Chief Financial Officer who Managed the Finance, Accounting, Network Systems and Operations Departments for a USD3B Company. Worked in Financial Services and Real Estate Industries. Used PeopleSoft, Oracle and MS Dynamics GP.

What can a chief financial officer with work background in financial services, real estate and professional services industries, as well as specialization in PeopleSoft, Oracle and MS Dynamics GP bring to your organization? Technical specializations involve PeopleSoft, Oracle, MS Dynamics GP and QuickBooks. Educational background includes Master of Business Administration (Finance) and Bachelor of Science in Business Administration.

Working with areas such as managing the finance, accounting, network systems, operations and compliance departments for a $3 Billion international investment management firm was one of the skills brought to the table by this chief financial officer. Merging and integrating new financial or operational systems mandated by the new parent company were some of the tasks. Key roles covered supervising the controller, IT manager, compliance manager, operations manager and transition team, along with overseeing various international holdings and investment management partnerships of the firm. This individual prepared financial reports in multiple international currencies, SEC reports and filings. Financial systems used included Great Plains, PeopleSoft and Oracle.

In other jobs, responsibilities consisted of managing all finance, operations and compliance matters for a hedge fund manager and supervising the controller, fund administrator, auditor and attorneys. Tasks involved filing all legal requirements as a licensed independent advisor representative (IAR) for the FINRA 63 & 65 licensee, as well as preparing and maintaining financial/ budget management. Aside from managing all advisors and entire operations for a $600 Million SEC-Registered Investment Advisor (RIA), tasks involved preparing and executing strategic operating plans, budgets and forecasts to grow the company from $300 Million to $600 Million in 2 years.

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ID #: CR16607400

Financial Analyst, Worked with Senior Management on Migrating an Acquired Company's Financial Reporting. Well-Versed in Oracle Business Intelligence. Work Background in Computer Software & Banking Industries.

Would a detail-oriented financial analyst with work experience in computer software and banking industries fit in your organization? Educational background is composed of Bachelor of Business Administration in Finance and Masters of Business Administration. Technological know-how involves Oracle Business Intelligence, Excel and SQL. This professional is experienced in financial planning as well as reporting analysis and has thorough knowledge on reporting and analytical practices.

Some accomplishments included working with senior management on migrating an acquired company’s financial reporting, as well as managing deferred revenue reporting and KPIs associated to the acquisition. As an Oracle financial analyst, has coagulated and coordinated with Sales Operations teams on SaaS and Consulting related products, as well as developed ad-hoc and weekly reporting insights to senior management staff. Part of the job was to mitigate risk by the use of deep insight on data to determine root cause analysis. Also, has developed and deployed SQL database to manage escalations and VBA Excel macros for weekly reporting.

Shared expertise by delivering ad-hoc reports to upwards of 400 stakeholders, as well as presenting key performance indicator metrics to management and senior director. Acting as an Oracle business operations analyst, has served as a senior vice president level reporting for sales and operations organizations. Some of the tasks were developing multiple report automation tools using Excel and web-based applications.

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ID #: MS15162319

CPA/Chief Financial Officer who Managed Staff for a USD1.5B Infrastructure and Rehabilitation Program. Familiarity in Professional Services, Nonprofit and Accounting Industries. Utilized PeopleSoft ERP, ADP, Kronos and MS Dynamics GP.

Would a chief financial officer with familiarity in professional services, nonprofit and accounting industries and skilled in PeopleSoft ERP, ADP, Kronos and MS Dynamics GP help your organization achieve greater success? Technical specializations cover PeopleSoft ERP, ADP, Kronos and MS Dynamics GP. Educational attainment includes Master of Business Administration and BA in Political Science/Business Administration. The executive is a licensed Certified Public Accountant (CPA).

Making a positive difference with managing a controller and a staff of six accountants for the $1.5 Billion infrastructure and rehabilitation program (AIRP) and handling daily vendor Cash disbursements, bank reconciliations, monetary conversions (AFS-USD), payroll to nationals, monthly budgetary variance reports were some of the key focuses of this chief financial officer. One of the responsibilities covered requiring separate funding between financial statements, PeopleSoft, and total daily Cash vault balances of $150K. The job covered maintaining compliance with GAS, GAAP, FAR and policies of the government including NGO registration, compliance with labor/ finance law and compliance with tax statutes.

One of the notable tasks included instituting accounting internal controls and procedures. This individual coordinated the conversion of add-ons and upgrades to the Billing system for a national electrical utility, utilizing Great Plains including software development and IT procurements; GAAP was also followed. Instituting accounting internal controls and procedures was part of the functions. Managing an energy supply & demand assessment as well as a team of economists, engineers, and technicians producing eight, 200-page detailed economic electric energy assessments for six provinces providing preliminary Cost estimates for projects that would significantly expand electricity supply and Access in the regions was carried out.

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ID #: HA16611210

Controller who Remediated Accounting Data to Meet Standard Board Requirements. Familiarity in Manufacturing and Transportation Industries. Utilized PeopleSoft ERP, ADP Payroll and Oracle.

Would a controller with familiarity in manufacturing and transportation industries, as well as skilled in PeopleSoft ERP, ADP Payroll and Oracle help your organization achieve greater success? Technical specializations cover PeopleSoft ERP, ADP Payroll and Oracle. Educational attainment includes BS in Accounting & BS in Operations Management.

Making a positive difference with leading a 70-person staff; administering a combined $11 Billion operating & capital expense budget; and managing the eventual sale/ transition of the company were some of the key focuses of this controller. Responsibilities covered merging seven private bus companies into one financial operation and implementing PeopleSoft ERP to consolidate the separate accounting systems/ functions. The accounting data was remediated to meet standard board’s requirements for current and past years, achieving successful audits. Efficiency, productivity, and compliance were improved by introducing Certified audits and Smart Stream payroll application that consolidated four payroll systems and reduced staff by 20%.

Notable tasks in another job included leading the financial operations during the company’s transition from a $500 Million to $6+ Billion firm, launching of initial public offering, international expansion and acquisition of multiple firms. This individual managed project teams for construction of four European plants and developed point-of-sale (POS) and retail inventory system to support outlet stores. One of the functions involved enhancing efficiency via standardized pricing, activity-based costing, and indirect labor management. An important contribution covered reducing COG from 32% to 26% and waste to 20% while increasing net-operating Profits to$320 Million as global director of financial inventory and Cost accounting.

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ID #: CS16611208

Controller who Developed and Implemented Policies/ Procedures for Accounting Clients. Experienced in Professional Services, LGL Services and Telecommunications Industries. Used PeopleSoft ERP, Oracle, Sage Accpac and Sage 100.

Could your organization use a controller who is experienced in professional services and legal industries, as well as proficient in PeopleSoft ERP, Oracle, Sage Accpac and Sage 100? Technical proficiencies cover PeopleSoft ERP, Oracle, Sage Accpac and Sage 100 (formerly Sage MAS 90). Educational attainment includes Bachelor of Science in Political Science, minor in Accounting and History. This licensed tax professional has skills in Cost accounting, commercial real estate, grant reporting, fund development accounting, and financial analysis.

Primary tasks of this controller included managing operations of client accounts in regards to financial reporting, as well as developing and implementing policies/ procedures for accounting clients. Heading the implementation of conversion from Solomon to Oracle for modules: A/P, Purchasing, Projects, Fixed Assets and G/L was also handled. Key roles covered supervising and training the staff in the installation of several Oracle modules for an investment banking corporation. Other tasks covered serving as consultant for the implementation of Oracle with emphasis on reporting, along with supervising and training the staff in the installation of several PeopleSoft modules for QuadraMed.

Contributions involved heading the conversion from Sage MAS 90 to PeopleSoft for modules: A/P, Purchasing, Projects, Fixed Assets and G/L. Serving as consultant for the implementation of PeopleSoft with emphasis on reporting and creating monthly financial analysis reports were managed. This individual handled the analysis of budget versus actual reports for inventory and sales. Cash flow analysis was provided for improved banking relationships. Tax returns were prepared for clients; this included individual, partnership, local, sales & use, corporate and property. The job required advising clients in reference to federal requirements.

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ID #: KA2623489

Controller who Met Key SOX Controls Associated with Repo, Domicile and Equity Process. Work Background in Financial Services, Software and Business Services Industries. Utilized PeopleSoft, Oracle, SAP and Hyperion Essbase.

What can a controller with work background in financial services, software and consumer services industries, as well as specializations in PeopleSoft, Oracle, SAP and Hyperion Essbase bring to your organization? Technical specializations involve PeopleSoft, Oracle, SAP, Hyperion Essbase and Datamart. Educational background includes Bachelor of Science in Accounting.

Working with areas such as preparing and delivering entity level analytics were some of the skills brought to the table by this controller. Duties covered executing or meeting key SOX controls associated with repo, domicile, Cash and equity process. Posting key month-end adjustments relating to Cash, equity, interest and un-natural balances (UNB) as well as signing off as a reconciler on 3K accounts month were some of the tasks. Key roles covered providing year-end, quarterly and monthly support to the financial shared services team, along with performing legal entity (FRY-11/2314), bank (FFIEC 031) & bank holding company (FRY-9C) reporting on a quarterly/annual basis. This individual utilized Hyperion Essbase/PeopleSoft, DataMart and ADAC.Net. Executing quarterly variance analysis on legal entity financials and on crucial reporting schedules of the bank/bank holding company, in addition to improving reporting correctness by updating working papers based on regulatory instructions and guidelines were completed.

Responsibilities consisted of providing high-level financial review and reporting on all federal and indirect federal sponsors within the post-award division, along with reporting financial data to sponsors in accordance with the terms and conditions of the contracts & grants. Tasks involved processing fixed asset grants and setting-up milestones for payment based on the notice of agreement, making sure to properly classify any. PeopleSoft, Infoporte and Rameses were utilized.

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ID #: LW15827689

CPA/ Controller who Implemented a New Budget Process and Developed Tracking Metrics. Worked in Nonprofit, Education and Automotive Industries. Using PeopleSoft and Hyperion Financial Systems.

Could the future success of your organization be helped by this controller who worked in nonprofit, education and automotive industries, as well as proficient in PeopleSoft and Hyperion Financial Systems? Technical competencies involve PeopleSoft and Hyperion Financial Systems. Educational attainment includes BBA, Accounting. This individual is a Certified Public Accountant (CPA).

Important contributions included serving as financial lead for the presidential budget initiative to develop and implement a new budget process, developing tracking metrics and establishing a system for continuous budget improvement throughout the university. Tasks covered developing, planning and implementing business process and internal controls project covering financial and operational areas in compliance with SOX-404, in addition to preparing and reporting progress to the finance & audit committee of the board of trustees. Skills brought to the table included directing and managing the business process design, implementation and production support of PeopleSoft version 8.9 Human Capital Management (HCM) which included Payroll, Base Benefits, Manager Self Service and Employee Self Service.

One of the key roles involved leading the related business process redesign and integration. Directing and managing the business process design, implementation and production support of PeopleSoft version 8.9 Financials including sponsored programs management (pre/ post award, contracts, accounts receivable, Billing, project costing), general ledger, asset management, procurement and accounts payable were included in the list of duties. In addition, this specialist created, developed and facilitated PeopleSoft special interest group meetings for student financial aid, student employment, auxiliary enterprises, sponsored programs (grants management), Human Capital Management (HCM) and budget and financial analysis.

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ID #: GS16019385

CPA/ Controller who Managed Monthly Forecasting of Revenues and Expenditures with Company Branches. Experienced in Transportation, Manufacturing and Agriculture Industries. Used PeopleSoft Financials, PeopleSoft HR, Kronos and Hyperion Essbase.

Does a controller who is experienced in transportation, manufacturing and agriculture industries, as well as knowledgeable in PeopleSoft Finance, PeopleSoft HR, Kronos and Hyperion Essbase pique your interest? Technical knowledge involves PeopleSoft Finance, PeopleSoft HR, Kronos and Hyperion Essbase. Educational attainment includes Master of Business Administration (MBA), Bachelor of Arts in Business Administration (Accounting major), Associate of Applied Science in Electrical Engineering and Associate of Applied Science in Electronics Engineering. This individual is a Certified Public Accountant (CPA).

Major responsibilities of this controller included financially directing and managing 56 armored Cash logistics and Money processing branches in various locations. Directing and leading the regional administrative manager of finance, HR regional administrative manager and office manager were some of the key roles. Directing and managing the annual budgeting processes and developing the annual financial plan for all branches and the region were positive experiences brought to the business table. This individual directed and managed monthly forecasting of revenues and expenditures with all branches. Tasks covered directing and managing SOX compliance as well as internal audits of Billing, payroll, asset, expense and others. Systems experience included PeopleSoft Finance, PeopleSoft HR, Kronos and Hyperion Essbase.

The job covered directing the month-end closing and reporting processes, while also directing Cash collections with customers, branches and regional accounting manager. Functions consisted of analyzing and reviewing all capital projects within region, in addition to providing recommendations to regional management and corporate. Developing labor forecasting and KPI tools was done to keep branch labor under plan resulting in over a Million dollars in savings per year.

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