Below are the 6 CFO’s & 6 Controllers with QuickBooks and other systems experience. The Thor Group® also provides CFO’s & Controllers on a consulting, contracting, interim or direct hire basis.

How can a chief financial officer with work background in distribution, insurance and energy services industries help your organization? Credentials/education includes Bachelor of Science Degree in Accounting and Certified Public Accountant (CPA) designation. Computer skills are composed of QuickBooks, AS/400, Peachtree, FAS (First Step), BNA Fixed Asset Management, Crystal Reports, PeopleSoft, Microsoft Dynamics NAV, Blackline Reconciliations and Oracle Essbase.

Working with challenging issues such as preparing documentation for entire close and accounting processes for the AS/400 system have vetted this specialist’s work experience. This professional analyzed process issues, identified possible solutions and worked with senior management to implement recommendations. Some of the duties involved reviewing existing internal controls, developing improvement strategies and leading the implementation of those recommendations, as well as developing and refining advanced Excel financial models.

With a “can do approach” in the area of leading team to develop a new process for uploading Great Plains data into PeopleSoft have been career objectives. Part of the job was to serve as key player in the development and implementation of new system to migrate claims into Great Plains. Additionally, developing an in-depth knowledge of all financial and operational systems, as well as leading process improvement projects that reduced monthly close times and FTEs required to perform accounting and finance functions were some of the achievements earned.

Would hiring a chief financial officer who worked in management services, education and real estate industries help meet the needs of your organization? Educational attainment involves Bachelor of Science in Management. This individual is a Certified Public Accountant (CPA). Technological know-how includes QuickBooks, AS/400, Peachtree, PeopleSoft, SMS Host and Timberline.

Acting as CFO/controller, some of the duties were maintaining accounting software (AS/400 report writer and chart of accounts). This professional reported to the president/CEO and was responsible for financial reporting and analysis, strategic planning, cash flow management, budgets and forecasts, HR and payroll, accounts receivable/payable, for multiple entities to include managed developments, construction and condo association.

While working for an educational provider, part of the job was to report to the president/CEO. Responsibilities included financial reporting and analysis, strategic planning, cash flow management, budgets and forecasts for 36 districts (5 state regions), HR, as well as supervision of payroll, accounts receivable/payable, and special projects.

Would hiring a CFO with experience working in retail and manufacturing industries help meet the needs of your organization? Educational attainment is composed of BS in Business Administration (Major in Accounting). This specialist is a Certified Public Accountant. Software skills involve QuickBooks.

Acting as a CFO in a retail company, has led financial, administrative, and operational functions for a $20M+ business segment. Some of the tasks were providing strategy, tactical, and operations guidance to the company President and CEO, as well as developing new sales channels for a new product line targeting the South American market. This professional was responsible for financial reporting, planning, budgeting, forecasting and analytics. Serving in a cabinet manufacturing company as a chief financial officer, has headed all accounting, finance, contract management, treasury, risk management, IT, human resources, and working capital management for a 500+ employee organization. Moreover, has led financial and operational reporting to the Board of Directors, as well as managed banking relationships with all lenders and creditors.

While working as a CFO, has integrated six US as well as Mexican operation and manufacturing facilities into a centralized business unit. Part of the job was to assess global market activities to identify new avenues for growth and devise a strategic plan to capitalize on emerging markets in Latin America and Asia, as well as define tactical plans to drive growth in the niche segment. Furthermore, has acted as Ad-Hoc Asia Channel manager for sales and marketing to propel 700% revenue growth.

How can a chief financial officer who worked in education and community services industries help your organization? Technical proficiencies include QuickBooks, Peachtree, Microsoft Great Plains, Real World Accounting Systems, as well as Blackbaud Financial and Edge. Educational qualifications consist of Bachelor of Commerce and Master of Business Administration degrees.

Working with challenging issues such as doing overall governance for all aspects of financial operations on programs funded through federal/local governments, foundations, and corporations across four major cities have vetted this specialist’s work experience. Serving as a chief financial officer (CFO) in an education provider, has spearheaded projections, reports, RFPs, audits, banking, payroll, cash flow, and top-level financial oversight. This professional has directed financial budget exceeding $11 million in addition to independent and sub-budgets, as well as developed budgeting processes/systems that improved overall transparency and ease of use. A key accomplishment was successfully leading a 360-degree turnaround of a failing finance department, as well as spearheading the overhaul of all areas of finance.

With a “can do approach” in the area of overseeing financial budget of $11-12 million, including 20 to 24 budgets and sub-budgets have been career objectives. While employed in a community services provider as a chief financial officer (CFO), has reduced budgeting time to near real time (previously several months). Furthermore, has performed turn-around of organizational performance ($1 million in losses to hundreds of thousands of dollars profits) by resolving financial issues, catalyzing leadership turnover, and sound metrics. Moreover, has overhauled outdated practices and developed an entire financial organization from ground up.

Would a detail-oriented CFO with extensive experience working in automotive industries fit in your organization? Educational attainment is composed of Bachelor of Arts in Economics. Professional certifications include Certified Public Accountant. Software proficiencies consist of QuickBooks, Reynolds & Reynolds and ADP (Now CDK). This specialist has led the turnaround effort of a failing store, improving it by $1,100,000 in a year.

The position required being proactive in implementing process improvements, accounting consistencies, and efficient accounting procedures. While working in an auto group as a CFO, has installed compliance software which protects customer information that streamlined process, increased efficiency, and reduced paperwork handling for Sales and Office. Some of the tasks were managing monthly accounting and taxes for 25 LLC’s and Trusts, centralizing the accounting department, IT and HR department, as well as the Collections department. Also, has audited accounting records for GAAP compliance and accuracy, as well as worked with an outside auditing firm on accounting issues and year-end tax preparation.

Shared expertise by rebuilding the accounting system, improving cash flow, and group compliance for retail with $400,000,000 sales. Serving in another automotive group as a CFO, has reconciled several years of inter-company account transactions, as well as built consolidation of financial statements report. Furthermore, has negotiated purchase of additional franchise and integration into group, as well as assisted with litigation.

Would it be beneficial for your organization to employ a CFO with vast experience working in community services industries? Educational background is composed of Bachelor of Science in Biology – Computer Science Concentration, Bachelor of Science in Healthcare Administration and Master of Public Health in Healthcare Policy and Management, with Emphasis in Finance. Software skills involve QuickBooks, Lawson, PeopleSoft, Oracle, SAP, Sage Intacct, Hyperion and Ceridian.

Serving in a community services provider as a CFO, was responsible for all financial matters of an $11 million organization, including strategic planning, budgeting, controlling, monitoring and forecasting. Managed state mandated 5% budget reductions. This professional has worked collaboratively with management teams to develop cost savings and new revenue strategies. Some of the tasks were overseeing staff supervision of 15 FTEs, including finance, revenue cycle, IT, facilities, fleet services, property, security, payroll and data quality.

As a CFO, this individual was in charge of the daily financial functions of a $16- million company. Other duties were leading post-bankruptcy financial plan. Moreover, has developed budgets and reports for a $16-million organization detailing the financial position, including assets/liabilities and income/expense, based on historical, current, and planned operations. This was to ensure control of revenue, expenditures, and conservation of assets. Furthermore, has directed and oversaw financial activity and Finance Department, including CMS, revenue cycle and billing.

Would a detail-oriented controller with experience working in mining, retail and trading industries fit in your organization? Educational background is composed of BA in Accounting and MBA in Finance. Technical skills include QuickBooks, Sage 50/Peachtree, SAP, Navision, Epicor, AS/400, JD Edwards, Kronos, ADP and Ceridian.

Primary responsibilities included managing general accounting, payroll, accounts payable, sales, inventory control, as well as overseeing daily cash and treasury functions. While working in a mining company as a controller, has processed daily orders and billing, maintained and developed in-house computer systems, as well as served as a liaison to external auditors and banks. Also, has reported monthly financial results to owners and senior management. In a retail company, this CFO/controller managed general accounting, payroll, accounts payable, sales audit, inventory control, as well as oversaw daily cash and treasury functions. Some of the tasks were working with factors on required inventory levels, developing and implementing OTB, as well as monitoring and reporting weekly operating results compared to fiscal plan.

Shared expertise by working with ownership and senior management in reconfiguring infrastructure, as well as analyzing company needs for new IT systems and making recommendations. As a controller in a trading company, has managed daily cash needs and payments to vendors, negotiated fees, as well as monitored company inventory/gross margin. Furthermore, has reviewed daily order reports, as well as monitored aged inventory and developed plan to reduce old merchandise.

Is impacting your organization with a controller with extensive work background in food manufacturing industry a current business consideration? Educational attainment is composed of Bachelor of Science in Business Administration Accountancy and MBA with concentration in Finance. This professional has Graduate Certificate in Financial Analysis. Systems experience consists of QuickBooks, JD Edwards, SAP and Lawson.

While employed in a food manufacturing company as a controller, has served as a strategic business partner to the CEO/President of the Company. Key accomplishments were successfully contributing with analytical input, leadership, and managerial support in identifying financial and operational opportunities. Also, has accomplished the financial turnaround of the company from three consecutive months of operating losses to three consecutive months of positive financial results during the first six months on the job. Moreover, was responsible for the oversight of all financial activities of the company and establishment of good relations with providers and banks.

Part of the job as a corporate controller was to contribute with financial accounting & managerial support towards a successful organic and acquisition growth of 80% in a span of 5 years. This professional has accomplished financial performance improvement year over year; working capital reduction by more than 50%; return on capital employed (ROCE) increase by 78%. All of these were achieved without an increase in headcount.

Could the future success of your organization be helped by this corporate controller with experience working in retail, manufacturing and wholesale industries? Educational background is composed of Bachelor of Business Administration, Majors: Accounting and Marketing. Software skills include QuickBooks, Infor, NxTrend, AACPAC and Blackbaud Fund Accounting.

Contributed to the organization by managing accounting staff of 13 which included assistant controller, staff accountants, accounts payable staff, purchasing, credit and collections manager, as well as cash applications staff. Serving in a signage making company as a corporate controller, performed monthly close, prepared monthly financial statements for corporate entity and all related journal entries, as well as reconciled balance sheet accounts and consolidated financial statements for 22 branches. This specialist has performed cash management functions including daily cash position reporting and creating financial modeling and forecasting. Accomplishments included reducing personnel expense by 18% by centralizing accounting functions at the corporate level as well as creating corporate credit and collections department resulting in improving DSO by 20%.

Supported organizational goals and objectives by supervising all accounting functions, including accounts receivable, accounts payable, payroll accounting, human resources and benefits administration in addition to supervising 3 accounting and purchasing staff. Acting as a controller in a building materials company, has performed monthly close and job costing, prepared financial statements, reports and journal entries, managed cash, created budgets and financial forecasting, as well as ensured Sarbanes-Oxley compliance. Furthermore, has approved all credit sales for accounts receivable customers, supervised receivable collections staff, and administered all legal matters concerning collections.

Could the future success of your organization be helped by this financial controller/CFO with work experience in construction and automation technology industries? Educational background is composed of Bachelor of Business Administration in Accounting and Master of Business Administration in Corporate Finance. Computer skills involve QuickBooks, Sage 300 (Timberline), Epicor, ProContractor by Viewpoint, Activant, Prophet 21, ADP, Paychex, JD Edwards and SAP. Key contributions included establishing credit and collection procedures as well as reducing DSO by 12 days. Annual bad debt expense was improved by 1% of sales. This specialist also took aggressive cost cutting measures to halt declining profit. Another achievement was the reduction of personnel, facility, vehicle and freight expenses resulting in savings of $2.5 million annually.

Contributed to the organization’s success by directing the financial operations of the company through periods of intense growth and change. As a financial controller/CFO in a paving contractor and construction company, has managed year-end audit and tax services with external CPA firm, as well as provided credibility to the Financial Reporting and directed all accounting functions, including job costing and budgeting. Some of the duties were serving as project manager for implementation of an integrated financial reporting, estimating and job costing system (Sage 300). Also, has migrated existing data while bringing the books into compliance with GAAP, as well as managed all aspects of the general ledger for multiple entities. This specialist renegotiated bank credit lines, increased equipment financing line, managed the insurance policies and renewals, as well as increased companies bonding limits.

Supported organizational goals and objectives by directing corporate level reporting function for monthly close, budgets and policy/procedure management for twenty seven locations. While employed in an automation technology company as an assistant controller, has reduced monthly closing cycle by one week with identification and recommendation of enhanced closing procedures. Part of the job was to manage and improve customer service levels for general accounting, job cost accounting, accounts payable, accounts receivable, taxes and payroll. Improved process cycle times while reducing internal headcount and direct costs.

What contributions could a corporate controller who worked in food and financial services industries bring to your organization? Educational attainment is composed of Bachelor of Accounting and Master of Business Administration. Professional certifications include Certified Public Accountant certification. Technical expertise consists of QuickBooks, Microsoft Dynamics GP, WolfePak, and Sage 100.

Challenges like acting as an essential member of the company accomplishing daily objectives through completing an array of tasks were welcomed and successfully completed. Serving in a food services company as a corporate controller, has interfaced with internal and external members while providing financial functions for food catering services at camps, construction and mining companies, as well as cafeterias within government agency buildings, hospitals and schools throughout the United States. This professional has executed the “roll up your sleeve” leadership skills to manage a cross-functional team of 5, while monitoring the alignment of tasks with finance and accounting regulations.

Shared expertise by enhancing visibility within the market by strategically networking with new clients across various sectors. While employed in a financial services company as a directing controller, key accomplishments were providing, upon client request, bookkeeping and financial consultation services in efforts to assist with growth. Furthermore, upheld the company’s reputation and increased client retention through providing exceptional service, and maintaining relationships with banking personnel and clientele.

Would it be beneficial for your organization to employ a controller who worked in food services and property management industries? Educational background is composed of Bachelor of Arts Degree in Accounting; Minor in Business Management. Technical skills include QuickBooks, Peachtree, MAS 90 Accounting Software, Jenark and Yardi Property Management Software as well as Fixed Asset and Depreciation Software. This professional has Pro-Advisor Certification for QuickBooks Software.

Serving in a food services provider as a controller, has supervised a staff of 5 accounting managers in each commissary. Some of the tasks were preparation and analysis of balance sheets, profit and loss statements including budgets, as well as preparation of financial package for the borrowing base as required by banking relationships and shareholders. This professional has overseen payroll of all departments and locations with various schedules and states. Also, has worked closely with CEO in changing policy and procedures as it pertains to Commission and Performance.

As a controller, has supervised staff of 3 in the accounting department. Part of the job was to be responsible for scheduling and conducting substantive work as well as drifting of balance sheets, income statements, and statements of cash flow. Moreover, has led the team in analysis of the financials on a monthly basis to present to 6 shareholders. Furthermore, has maintained profit sharing distribution and investments, as well as the annual outside audit. In addition, was instrumental in negotiating vendor pricing, as well as merchant service and lending rates on bank loans.