Below are the 7 Controllers with Sage & other systems experience. The Thor Group® also provides controller or CFO with in-depth understanding of your industry, Sage & other systems experience on a consulting, contracting or direct hire basis.

How can your organization gain an advantage with the help of a controller with work background in a specialty hospital, a university hospital and a behavioral health facility, as well as skilled in Sage 100, Lawson, QuickBooks and CPSI? Technical skills cover Sage 100 (formerly Sage MAS 90), Lawson, QuickBooks, CPSI and SMS System. Educational attainment includes B.C.SC, Accounting Economics.

While working for a behavioral health facility, main functions of this controller were composed of directly reporting to the CFO, as well as directing and managing the daily activities of the accounting department inclusive of basic accounting duties and financial statement preparation. This individual was responsible for audit preparation and audit schedules or entries. Coordinating payments with state agencies was efficiently carried out.

Notable tasks in other jobs included assisting the chief financial officer with reports for board of directors, in addition to supervising financial activities related to accounts payable, general ledger, and payroll & benefits departments. The job involved managing accounting activities between the company and its sister entity including cash management and coordination of financial reports. Aside from preparing and directing the yearly budget preparation and process, overseeing the preparation of the hospital’s monthly financial package was managed. Tasks involved preparing month-end journal entries, analyzing balance sheet accounts and managing the billing of residents on rotation. An additional role involved being directly responsible for the administration of grants responsible for the preparation of the financial statements. Preparing financial statements for the hospital and its sister company including transfer of revenues, expenses and bank reconciliations were efficiently completed.

Could the future success of your organization be helped by this controller who worked in sports, car rental and marketing industries, as well as proficient in Sage 100, Sage 500, ADP and QuickBooks? Technical competencies involve Sage 100 (formerly Sage MAS 200), Sage 500, ADP, QuickBooks and Macola. Educational background includes BS Business Administration.

Important contributions of this controller included financial reporting, budgeting, forecasting, expense and variance analysis, as well as performing bank reconciliations and account reconciliations. The job entailed performing monthly billing by debiting customers’ accounts via debit or credit card, in addition to handling sales and use tax returns. Property tax affidavits, business license renewal, maintaining chart of accounts, accounts payable, accounts receivable, journal entries, general ledger, fixed assets and ADP payroll were efficiently managed. Aside from implementing accounting procedures and control, a staff of 3 was supervised. Correcting GAAP deficiency in the recording of annual membership revenue to deferred revenue recognition was completed, along with correcting a GAAP deficiency in the recording of the operating leases as expenses to properly record principal/interest and depreciation. All employees were trained on proper use of the health club software (membership sales, check-in, training sessions, gift certificate and inventory).

Monitoring was done to ensure receipt of credit memos or replacements for $500K of monthly RMAs. Correcting a GAAP deficiency in the monthly building rental expenses to a monthly straight line expense with the balance to deferred rental was part of the tasks. AP open invoices were corrected and reconciled due to MAS 200 to MAS 500 conversion.

Could your organization use a controller who is experienced in manufacturing, advertising and e-commerce industries, as well as proficient in Sage Accpac, Sage 100, Sage 500, Sage 300/Timberline and Peachtree/Sage 50? Technical proficiencies cover Sage 300/Accpac, Sage 300/Timberline, Sage 100, Sage 500, and Peachtree/Sage 50, as well as SAP, Oracle 11i, PeopleSoft, Great Plains, and QuickBooks. Educational attainment includes Master’s degree in Accounting; and Bachelor’s degree in Accounting.

Primary tasks of this controller included accounting and business consulting for small business and individual accounting needs, as well as performing day-to-day accounting tasks and implementing internal controls. Preparing timely and accurate monthly financial statements, preparing annual financial plans & updates and reporting GST/HST were also handled. Key roles covered managing cash flows to ensure adequate cash, developing a project cost track system to provide project cost and margin information and developing historical financial statements since audit. Sarbanes Oxley was utilized. The job consisted of managing the annual audit, coordinating with external auditors and responding to audit requests. Aside from recruiting qualified candidates into the accounting and finance department, special projects were performed as needed.

Contributions involved performing day-to-day accounting tasks with industry guidelines and preparing timely and accurate monthly, annual financial plans and updates. This individual developed and implemented internal controls. A project cost tracking system was developed to provide project cost and margin information. Part of the accomplishments involved increasing the company’s utilization of Timberline software from 15% to 65% and training the staff for the correct use of the software.

What can a controller with work background in manufacturing, wholesale and marketing industries, as well as specializations in Sage 100, Oracle, JD Edwards and MS Dynamics GP bring to your organization? Technical specializations involve Sage 100 (formerly Sage MAS 90), Oracle, JD Edwards and MS Dynamics Great Plains (GP). Educational background includes Bachelor of Arts in Economics; Post Baccalaureate in Accounting; and Masters of Business Administration (in progress).

Working with areas such as handling all accounting functions for a $300m division, managing a staff of 12, creating the annual budget, overseeing the annual audit and utilizing JD Edwards software were some of the responsibilities of this controller. To be consistent with manufacturing efforts in the continuous improvement arena accounting, a program was initiated that was adopted companywide to include: accounting, engineering, customer service, sales, purchasing and shipping. This included cross-functional monthly meetings where managers collaborated and shared departmental practices and ideas for improvement. The results were overall enhancement of the business, increased employee engagement, and a number of measurable results that affected each department of the company. This individual evaluated staff performance and implemented changes to improve efficiency and effectiveness. The staff was reduced from 12 to 10 with an overall cost savings of $100K.

Other functions consisted of directing the activities of the financial accounting team including multi-divisional financial reporting analysis and budgeting. Identifying and implementing modules and software packages for a computerized accounting system were completed. Oracle and MAS 90 software were utilized. Participating in the acquisition of a $20M construction bucket manufacturing company and performing due diligence including evaluating historical financials were done to establish the value.

Could your organization use a controller who is experienced in software, technology and business services industries, as well as proficient in Sage 100, QuickBooks and Deltek? Technical proficiencies cover Sage 100 (formerly Sage MAS 90), QuickBooks and Deltek. Educational background includes Master’s of Business Administration (Accounting); and Master’s of Commerce (Business Administration), as well as Chartered Accountants internship.

Some impact contributions of this controller included successfully implementing growth needs of a rapidly growing federal contractor and guiding top management in implementing business and financial strategies. This individual obtained credit line at 0.5% below market rate and negotiating the construction loan at prime rate savings for more than $1.5 million in interest cost. Negotiating financing of acquisition of the equipment 25% below market rate was handled, along with managing all accounting, financial reporting and directing account department. Key roles involved negotiating favorable agreements and leasing agreements with vendors and handling government contract management. Preparing rates for Defense Contract Audit Agency (DCAA) was handled.

Skills brought to the table involved developing and implementing various policies and procedures to improve the efficiency/accuracy of accounting systems. Functions covered developing and implementing internal control procedures. The job consisted of implementing various cost savings ideas which resulted savings in multi million dollars, along with developing and implementing short-, medium- and long-term financials planning. Budget and policy were coordinated with top management, while investments were managed. Responsibilities covered managing all insurances and assisting in implementing human resources policy and procedures, award and performance procedures. The company was represented to outside parties. In addition, commissions and bonuses were managed.

Could the future success of your organization be helped by this controller who worked in insurance and hotel industries, as well as proficient in Sage Accpac, Sage 100, QuickBooks and Epicor? Technical competencies involve Sage 300/Accpac, Sage 100, QuickBooks and Epicor. Educational attainment includes MS in Accounting and BS in Law. This individual is a Certified Public Accountant (CPA).

One of the important contributions of this controller included managing the accounting and finance department of the company with sales of $75 million. The company deals with several short and long term health insurance products. Tasks covered managing a team of six people and working on closing of monthly financials, budgets, and forecasts, dealing with the auditors, bankers, and serving as part of the executive committee.

Key roles involved working on due diligence in the acquisition of new property, setting up all the property management reports from day one and establishing all internal controls for cash and labor within the organization. This individual managed accounting, finance and administration of nine hotels and restaurants in the multiple states. Aside from producing monthly financial statements, annual revenue, labor, expenses and capital budgets were prepared. Monitoring the hotel’s performance against budget, analyzing variances and recommending the appropriate actions to the president and general managers in included in the list of duties. In addition, this specialist established procedures for periodic inventories of all hotel assets and ensured hotel records reflect all the assets at hand. An additional role consisted of serving as executive committee member in deciding goals, yield management and individual property performance analysis.

Would a controller with familiarity in nonprofit and business services industries, as well as skilled in Sage 100, Peachtree/Sage 50, Lawson and QuickBooks help your organization achieve greater success? Technical specializations cover Sage 100 (formerly Sage MAS 90), Peachtree/Sage 50, Lawson and QuickBooks. Educational attainment includes Master in Accountancy; Master’s in Business Administration; and Business Administration course.

Making a positive difference with managing day-to-day operations, strategic planning process and developing of initiatives to define the process and implement the infrastructure/systems needed to support substantial growth were some of the key focuses of this controller. Duties involved supervising over a staff of 10 assisted by an accounting manager, in addition to managing and overseeing the relationship with independent auditors and coordinating all audit activities. Directing accounting policies, procedures, and internal controls was efficiently handled, in addition to managing financials and variance analysis. Responsibilities consisted of implementing Sage 100 and Concur Employee Expense System, as well as creating an innovative way to update payments into company database in a timely manner. The budget for new programs that were government-compliant was completed.

Notable tasks in another job included handling day-to-day operations, strategic planning process, developing initiatives, defining the process and implementing the infrastructure/systems needed to support substantial growth. This individual continued to build and manage effective systems including financial/accounting, legal, human resources (HR) and physical infrastructure. One of the functions involved planning for company expansion into multiple new revenue streams both locally and in other cities, domestic and abroad. While interacting with program recipients as a mentor and in some cases creating a possible billing resource were carried out.