Below are the 9 CFO's with PeopleSoft & other systems experience. The Thor Group® also provides CFO/controller on a consulting or interim basis to help your team streamline their process, become more efficient and identify areas for the company to improve ROI on a consulting, contracting or direct hire basis.

Select the Title Links for Additional Information on Each of These 9 CFO Summaries

1. CPA/Chief Financial Officer, who Managed Financial Statements, Financial Flow, Treasury and Complex Budget Process. Experienced in Education, Government and LGL Services Industries. Used PeopleSoft ERP, Lawson and QuickBooks.

2. CPA/Chief Financial Officer, who Oversaw the Merger Separation and the Transfer of USD210M Hospital Assets to the Foundation. Worked in a Children’s Hospital, a General Hospital and a Health System. Utilized PeopleSoft ERP.

3. Chief Financial Officer, who Produced and Presented Financial Statements to the Executive Committee and Board of Directors. Work Background in Retail, Restaurant and LGL Services Industries. Used PeopleSoft ERP and Oracle.

4. Chief Financial Officer, who Developed the Financial Roadmap to Improve EBITDA from Loss of USD400K to Over USD40M of Margin. Experienced in Commercial Services and Finance Industries. Utilized PeopleSoft ERP and Oracle.

5. Chief Financial Officer, who Managed the Portfolio of USD2B, Generating Revenue Exceeding Targets. Familiarity in Government, IT Services and Technology Industries. Used PeopleSoft ERP, Oracle and SAP.

6. CPA/Chief Financial Officer, who Worked with Operations, IT and Divisional Leadership in USD40M Division of an International USD1B Public Company. Experienced in Pharmaceutical, Education and Ins. Industries. Utilized PeopleSoft ERP and Sage Accpac.

7. Chief Financial Officer, who was Responsible for All Long-range, Strategic, Financial and Operational Planning. Work Background in Education, Consumer Services and Nonprofit Industries. Used PeopleSoft ERP and Essbase.

8. Chief Financial Officer, who Handled the Daily Operations, Monthly Closing, Financial Analysis, Variance Reporting and Budgeting. Worked in Media, Chemical and Ins. Industries. Utilized PeopleSoft ERP, Oracle, NetSuite and SAP.

9. Chief Financial Officer, who Restructured the Organization to Ensure Operational Effectiveness. Work Background in Communication, Media and Broadcasting Industries. Used PeopleSoft ERP and Salesforce.

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ID #: RA2486687

CPA/Chief Financial Officer who Managed Financial Statements, Financial Flow, Treasury and Complex Budget Process. Experienced in Education, Government and LGL Services Industries. Used PeopleSoft ERP, Lawson and QuickBooks.

Does a chief financial officer with background experience in education, government and legal services industries who used PeopleSoft ERP, Lawson and QuickBooks pique your interest? Technical knowledge involves PeopleSoft ERP, Lawson, QuickBooks and Oracle, as well as HR, Payroll, and Talent Management systems and learning management systems (Canvas, Blackboard, Brightspace).. Educational attainment includes Doctor of Education (Ed. D); Master’s in Business Administration; and Bachelor of Science in Business. This individual is a Certified Public Accountant (CPA).

Major responsibilities of this chief financial officer included providing leadership over finance, audit, tax, budget, accounting, operations, human resources, compensation & benefits, technology, facilities, construction, compliance and planning. Implementing the new PeopleSoft ERP system in collaboration with district and other colleges, as well as managing financial statements, cash flow, treasury, and complex budget process were some of the key roles. Developing KPI’s and integrating financial models and process were positive experiences brought to the business table. This individual strengthened strategic partnerships internally and externally and coordinated multi-million-dollar bond financing and large-scale building construction projects. The governance committees were chaired, working with college constituents, leadership and board.

The job covered re-organizing college technology services for cost saving, integration and improved service, in addition to constructing the new resource allocation process for transparency and efficiency. Functions consisted of redesigning processes around accounting, finance and business operations, along with implementing sustainable transportation plan positively impacting staff and students. Other duties involved collaborating with faculty, staff, district, sister colleges, and community on strategic initiatives, college mission, and integrated planning. Enhancing student success was done through focused efforts on retention, persistence and completion.

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ID #: BS2712965

CPA/Chief Financial Officer who Oversaw the Merger Separation and the Transfer of USD210M Hospital Assets to the Foundation. Worked in a Children's Hospital, a General Hospital and a Health System. Utilized PeopleSoft ERP.

Could the future success of your organization be helped by this chief financial officer with work background in a children’s hospital, a general hospital and a health system who utilized PeopleSoft ERP? Technical competencies involve PeopleSoft ERP. Educational attainment includes Bachelor of Science in Business Administration; and Accounting & Business Information Systems. This individual is a Certified Public Accountant (CPA).

One of the important contributions of this chief financial officer included presenting financial statements and specialty analyses to the finance & investment committee and board of trustees. Tasks covered participating in the due diligence process of the hospital merger, overseeing the merger separation and transferring of $210 million of hospital assets to the foundation. Skills brought to the table included managing all aspects of treasury and banking functions, including a $180 million diversified endowment and investment portfolio. Financial reporting function of the hospital with $277.5 million in revenue and operating expenses of $269.2 million was efficiently handled. Participation in the successful installation of the PeopleSoft ERP system was carried out.

Key roles involved supervising a team of 15 staff members, administering all aspects of hospital financial reporting, research accounting, treasury and cash management functions, including transitional responsibilities for the payroll and accounts payable functions. Duties consisted of preparing numerous specialty analyses and presentations to aid in timely decision- making, along with successfully completing the annual external audits. Education sessions were provided to hospital department leaders on financial issues.

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ID #: BB15534485

Chief Financial Officer who Produced and Presented Financial Statements to the Executive Committee and Board of Directors. Work Background in Retail, Restaurant and LGL Services Industries. Used PeopleSoft ERP and Oracle.

What can a chief financial officer with work background in retail, restaurant and legal services industries who used PeopleSoft ERP and Oracle bring to your organization? Technical specializations involve PeopleSoft ERP and Oracle. Educational background includes BSBA, Accounting; as well as BA in World Missions and BA in History.

Working with areas such as managing all aspects of the finance and accounting process including producing and presenting financial statements to the executive committee and board of directors were some of the skills brought to the table by this chief financial officer. Duties covered preparing and signing monthly statements regarding compliance with Sarbanes-Oxley regulations/internal controls. Preparing the annual budget and detail analysis for operational directors on variances from budget was completed, along with managing a staff of 10 reports of which 3 were professionals. This individual implemented ERP with IT department to provide daily detailed information regarding sales. Aside from owning a retail software and completing the implementation of the software, PeopleSoft ERP was integrated into consolidated statements. One of the responsibilities consisted of completing the transfers of accounting staff/functions to one location. Policies and procedures were maintained to be Sarbanes-Oxley compliant.

Functions in another job involved implementing shared services for all world locations, reducing food cost by over USD 2 million a year and implementing an Oracle ERP system to reduce waste and to improve ordering of materials to increase inventory turnover ratios. Budget processes that enabled significant growth through improved strategic planning and financial forecasting were introduced. An additional role covered creating visions for multinational fast food chain by introducing/implementing 5 year plan/budgeting systems.

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ID #: DS706812

Chief Financial Officer who Developed the Financial Roadmap to Improve EBITDA from Loss of USD400K to Over USD40M of Margin. Experienced in Commercial Services and Finance Industries. Utilized PeopleSoft ERP and Oracle.

Could your organization use a chief financial officer with experience in commercial services, financial services and education industries who utilized PeopleSoft ERP and Oracle? Technical proficiencies cover PeopleSoft ERP, Oracle and NetSuite. Educational attainment includes BBA Finance.

Primary tasks of this chief financial officer included directing financial support for a private equity and reporting to COO supporting U.S. and Canada with revenue of $185MM. The job of this strategic partner covered controllership/close, dashboard reporting, revenue recognition, decision support/modeling, FP&A, HR, legal, client profitability, acquisition valuations, sales reporting, procurement, tax, audit, incentives and IT. The client accounting transition was led. Developing the financial roadmap to improve EBITDA from loss (of $400K) to over $40MM of margin and leading financial working capital recapitalization yielding additional funding during extreme growth period were also handled. Reengineering client invoicing was done through PeopleSoft ERP integration and DSO was improved by 75%.

Key roles covered executing the financial transition during sale of underperforming SaaS division to third party, in addition to designing and creating the high performing finance team to drive disciplined growth and strengthen controls. Partnering with senior management was done to strengthen annual plan and forecasting accountabilities. This individual directed the development and implementation of Global finance policies and project pricing toolset and negotiated terms of offices lease, build out and Capex. An additional role involved creating employee mobility and tax equalization policies for interstate and cross border assignments.

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ID #: CH2161931

Chief Financial Officer who Managed the Investment Portfolio of USD2B, Generating Investment Income Exceeding Targets. Familiarity in Government, IT Services and Technology Industries. Used PeopleSoft ERP, Oracle and SAP.

Would a chief financial officer with familiarity in government, IT services and technology industries who used PeopleSoft ERP help your organization achieve greater success? Technical specializations cover PeopleSoft ERP, Oracle and SAP. Key competencies include accounting/finance, ERP implementations, performance measurement, internal controls, audits, process improvements and investment capital. Educational attainment includes MACC (Masters of Accounting); M.B.A.; and B.B.A. (International Finance). This individual obtained certification in Six Sigma Black Belt.

Directing a staff of 150+ supporting all finance, accounting and treasury, as well as managing the investment portfolio of over $2 billion generating investment income exceeding targets were some of the key focuses of this chief financial officer. Duties involved maintaining the AAA bond rating provided to only 22 counties in the U.S., in addition to supporting back- office accounting and analysis for a debt portfolio of almost $2 billion. Responsibilities covered creating the first award-winning Popular Annual Financial Report (PAFR), serving as project owner of the first Oracle/PeopleSoft ERP implementation in county and providing oral presentation of annual report to board of commissioners.

Notable tasks in other jobs included budgeting, strategic planning, and reporting to parent company. This individual obtained growth capital, negotiated major contracts and led strategic efforts to increase sales and reduce costs, providing improvements to the company. Functions involved managing all financial planning and accounting reducing cycle times of processes, in addition to negotiating major contracts. In a technology firm, the job covered maintaining the annual cost reduction of controllable budget each year and exceeded P&L targets, along with serving as key member of team leading all software installations including PeopleSoft 8.8 and SAP 4.6.

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ID #: DB16617278

CPA/Chief Financial Officer who Worked with Operations, IT and Divisional Leadership in USD40M Division of an International USD1B Public Company. Experienced in Pharmaceutical, Education and Ins. Industries. Utilized PeopleSoft ERP and Sage Accpac.

Could your organization use a chief financial officer with experience in pharmaceutical, education and insurance industries who utilized PeopleSoft ERP and Sage Accpac? Technical proficiencies cover PeopleSoft ERP and Sage Accpac. Educational background includes Master’s in Business Administration (MBA); Master’s in Public Health (MPH); and BS, Accounting/Business. This individual is a Certified Public Accountant (CPA).

Some impact contributions of this chief financial officer included leading the business unit executive finance position working cross functionally with operations, IT, and divisional leadership in $40M division of international $1B public company, as well as maintaining financial governance and SOX compliance with diverse team of 7 direct and 4 indirect staff. This individual led all financial management, analysis, forecasting/budgeting, and reporting functions. Generating cost savings as well as operational efficiencies resulted in savings of over $2M annually. Key roles involved leading and performing budgeting/forecasting and financial reporting/analysis to corporate. Aside from coordinating process, operations, and IT areas related to financial management, user interface lead was assumed on PeopleSoft ERP financial management system implementation.

In another job, skills brought to the table involved directing all financial operations of for-profit management company and the non-profit educational institution under management, along with directing a team of 10 including 3 outsourced IT professionals. Part of the functions covered developing financial infrastructure to accommodate rapid growth from $4 million to $15 million in revenue within 4 years, with an increase in employees from 100 to 400 during same period. The job consisted of developing strategic partnership with a large public company and obtaining $4.6M in funding for new business line development.

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ID #: DC16617277

Chief Financial Officer who was Responsible for All Long-range, Strategic, Financial and Operational Planning. Work Background in Education, Consumer Services and Nonprofit Industries. Used PeopleSoft ERP and Essbase.

What can a chief financial officer with work background in education, consumer services and nonprofit industries who used PeopleSoft ERP and Essbase bring to your organization? Technical specializations involve PeopleSoft ERP and Essbase. Educational attainment includes MBA- Strategy/Finance; and BBA-Finance.

Working with areas such as reporting to the president and handling all long-range, strategic, financial and operational planning, as well as establishing college-wide financial/administrative objectives, policies, programs, and practices which ensured the college of a continuously sound financial structure were some of the responsibilities of this chief financial officer. Duties covered managing a total of eight (8) direct and forty-two (42) indirect subordinates, as well as financial management and budgetary oversight responsibility for fourteen (14) main campus academic departments; a construction technology center; a culinary school with associated restaurant and catering enterprise operations. This individual served as a college project leader on the initial conversion/implementation of the IT system from SPAS to PeopleSoft 7.0 in the areas of student accounts, human resources, financial aid and the college financials, as well as on the upgrade from PeopleSoft version 7.0 to 8.9, a web-based system.

Other functions consisted of redesigning the operational and student documentation processes in the financial aid department, resulting in a progressive annual reduction in the colleges’ bad debt from $1.9M to $235K. The job covered developing and implementing an annual internal budget hearing process for the deans and faculty (department heads) as part of the annual budgeting and planning cycle of the college. Tasks involved developing and implementing a professional development plan for all business office employees.

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ID #: AL15713867

Chief Financial Officer who Handled the Daily Operations, Monthly Closing, Financial Analysis, Variance Reporting and Budgeting. Worked in Media, Chemical and Ins. Industries. Utilized PeopleSoft ERP, Oracle, NetSuite and SAP.

Could the future success of your organization be helped by this chief financial officer (CFO) with work background in media, chemical and insurance industries who utilized PeopleSoft ERP? Technical competencies involve PeopleSoft ERP, Oracle, NetSuite, SAP, SaaS, MS Dynamics/Great Plains, CDC/Ross, EBIX SaaS, Clarity, and FRX. Educational background includes Bachelor of Science in Business Administration-Finance.

Important contributions of this CFO included maintaining full accountability for operational and financial reporting for the division. The job entailed handling daily operations, monthly closing, financial analyses, variance reporting, budgeting, forecasting and audit/tax oversight. Tasks covered preparing weekly/monthly KPI and quarterly executive reports, as well as overseeing 12 direct reports. Roles covered utilizing PeopleSoft ERP tools — overtime (90%), spreadsheet dependency (75%), and monthly close cycle (75% ) — while increasing accuracy. Partnering with headquarters was done to simplify and standardize monthly reporting metrics.

For another, employer, this specialist directed the finance and accounting group for the manufacturing and recycling division of a publicly traded multinational firm. Overseeing strategic planning, monthly/quarterly reporting, audit & tax coordination, tax compliance (federal, state, franchise/margin, property, sales/use) and KPI development/analysis were skills brought to the table. Department restructuring, change management, standard/weighted average job costing, and system implementation were also handled. Functions involved providing insurance/risk and cash management, along with performing budgeting, forecasting (including treasury forecasting), GAAP/IFRS consolidation reporting, and variance analysis. Business/investment cases were prepared. Aside from administering capital expenditures and serving on the executive committee, a team of ten direct reports was led. ERP tool usage was optimized to boost efficiency, cut headcount by 60% and reduce consolidation reporting time to parent company by 80%.

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ID #: MK15313247

Chief Financial Officer who Restructured the Organization to Ensure Operational Effectiveness. Work Background in Communication, Media and Broadcasting Industries. Used PeopleSoft ERP and Salesforce.

How can your organization gain an advantage with the help of a chief financial officer with work background in communication, media and broadcasting industries who used PeopleSoft ERP and Salesforce? Technical skills cover PeopleSoft ERP and Salesforce. Educational attainment includes MBA (International Management and Finance); BA (International Relations); and BA (International Business Administration).

While working for a communications company, main functions of this chief financial officer consisted of supporting the corporate initiative to shift media platform and landscape form print to digital first and implementing company-wide consolidation of business administration functions composed of 600 employees and approximately $200M in revenues. This individual restructured organization to ensure operational effectiveness, integrated Salesforce.com into advertising production and revenue system, improved production, supported workflow and established the rolling 24-month revenue projection models. Managing and navigating the P&L impact of print product frequency change were done through developing financial models. Aside from relocating the company into two different locations, the data center was outsourced and business systems were consolidated into the cloud basis. Implementing the corporate-wide PeopleSoft ERP accounting system was part of the roles.

Accomplishments included cutting company-wide FTEs from 600 to 350 and lowering operating costs by $19.2%, increasing transparency in workflow and improving the accuracy of revenue projections. Responsibilities consisted of enhancing corporate productivity, maintaining operations with 350 employees versus 600 employees and outsourcing data center, delivering immediate $300K savings and $100K annually for next five years. Tasks were streamlining the accounting and financial reporting staff from 31 to 11, redesigning the IT system support from 25 FTEs to 13, and upgrading systems or staff without compromising operations.

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