Below are the 4 CFO's, 3 Controllers & 4 VP’s of Finance with Sage, MAS & other systems experience. These professionals are provided by The Thor Group® on a consulting, contracting, interim or direct hire basis.

Does recruiting a chief financial officer (CFO) with background in food, manufacturing and technology industries meet your organization’s requirements? Systems experience includes using Sage 300 Accpac, Great Plains, SAP, JBA, Pro Clarity, Cognos, and Hyperion. Aside from graduating with BA in Finance (Accounting, Economics), the individual obtained CPA-EU Certification and is pursuing AICPA IFRS Certification.

While working in the food industry, this CFO was responsible for all of the company’s finance, IT, HR and legal functions. To reduce interest expense burden, the executive renegotiated the lending agreement with the sole banking partner, thus reducing the interest rate across all financing vehicles by 0.75%. To improve the organization’s internal capabilities and efficiencies, tasks involved implementing a series of software enhancements that targeted automation of select internal processes. To eliminate expense report fraud and abuse, the job required implementing a rigorous T&E policy and maintained strict internal control enforcement. Part of the job was maintaining the previously obtained ruling with the IRS related to the application of R&D tax credits. One achievement was reducing the company’s closing and reporting cycle from nearly 1 month to less than 15 days.

In a manufacturing firm, responsibilities were also for all finance, IT, HR and legal functions. In order to manage the company’s extremely tight net liquidity position, the job called for establishing an essential day to day cash management process and successfully increasing the Revolver Credit Facility with existing lenders. To improve the business’ cash and operations forecasting capabilities, the individual adopted a previously developed complex financial modeling tool then successfully simplified its structure to increase its manageability, functionality and ease of use.

Is impacting your organization with a chief financial officer with work experience in a primary clinic and a medical practice a current business consideration? Educational attainment is composed of Bachelor of Science, Major in Accounting, BS Economics and Master of Business Administration (MBA). Software skills consist of Microsoft Dynamics Great Plains, Centricity, Epic, ADP Payroll, QuickBooks, MAS 200, Crystal Reports, ReportSmith and Turbo Tax.

While employed as a chief financial officer, reviewed and approved financial statements, cost reports, budgets, and other reports. This CFO successfully improved medical billing, revenue cycle management and recovered over $700,000. Also, received 100% compliance on federal HRSA on-site compliance audit. Some of the tasks were implementing time-saving process improvements and workflows that improved efficiency of financial statement preparation, as well as received accolades from Board of Directors for financial reports that are easier to read, understand, and in accordance with GAAP.

Part of the job as a chief financial officer was to direct the Fiscal Operations of a Federally Qualified Health Center (FQHC) with 6 locations. Other duties were managing the Accounting, Medical Billing, Payroll, IT, and Facilities Departments. Additionally, worked closely with CEO on HRSA grant applications, UDS Reports, Acquisitions, Capital Projects / financing, Strategic Planning and oversight.

What opportunities can having a chief financial officer (CFO) who has background in the landscaping, manufacturing and beverage industries give your organization? Software proficiency is in Sage 100 (i.e. Sage MAS 90), Microsoft Dynamics Axapta, SAP and QuickBooks. The individual finished Bachelor of Science in Accounting and Computer Science.

In a commercial and residential landscape management, architecture, and horticultural maintenance company, this CFO led central financial planning and analysis team supporting president/owner. Part of the job was providing financial management reporting including monthly financial review, president’s report, executive committee meeting, and business operations support. Selected achievements included implementing new analytics and metrics-based forecasting tool/ process allowing real time fact-based decision making. In addition to improving cash flow by more than 300%, the executive created owners’ equity payments that never before existed as well as developed a 5-year strategy that drove growth and increased profits by more than 200%. Owner capital contribution was reduced by 100%. The professional co-authored an apprenticeship program that brought new talent and kept the company on pace to grow the business as well as increase revenue/ profits.

For another job, tasks involved managing a team of 100+ regional accounting/finance and operations associates. Apart from overseeing daily business operations of 12 facilities that provided products and services to more than 20,000 customers in 5 states and 6 countries, the job required managing and supervising finance, IT, human resources, manufacturing operations, customer service, sales, and facilities management processes. Selected achievements included creating and implementing a business and growth plan, resulting in the turnaround of the company in less than 2 years.

Can employing a chief financial officer (CFO) who worked in automotive, food and manufacturing industries have a positive impact on your organization? In addition to being knowledgeable in Sage 300 ERP, areas of expertise include asset management, operations management, corporate policy/strategic planning, financial/contract negotiations, and productivity/efficiency improvement. Educational background consists of Bachelor’s degree in Accounting, Associate degree in Accounting, and Master’s degree in Accounting.

Serving the automotive industry, this CFO utilized comprehensive experience in corporate-wide strategy/ policy, operation reviews, staff development and strategic initiatives. The job called for establishing strategic budgets, KPIs, and reporting that aligned operations/ marketing/ financial objectives resulting in 30% top and 40% bottom line growth. Duties were developing cash management/ forecasting and improving inventory/ receivable turns to improve liquidity and vendor/ banking relationship. Through automation and task reengineering, accounting processes were on shored without adding additional staff, resulting in $120k annual savings in professional fees. The individual upgraded the accounting system to Sage 300 ERP.

Another job involved streamlining the budgeting process by developing an improved system that simplified budget requirements for all departments and linked the budgeting process with management financial objectives. Implementation of this system resulted in a 2.5% increase in gross profit and 1.4% decrease in operational payroll. Part of the job was strengthening the relationship with the external auditors significantly increasing company focus on year-end tax planning. As a result of improved preparation and review, audit costs were reduced by $17K, and federal taxes were reduced by $45K.

Can recruiting a controller with work experience in telecommunications and manufacturing industries have a positive impact on your organization? Software background covers Sage 300 Accpac, Sage 100 (i.e. Sage MAS 90), JD Edwards, and F9. This CPA graduated with Bachelor of Science in Accounting and Masters of Business Administration.

Responsibilities of this controller revolved around sales pricing model development, allowing sales to decrease quoting time by more than 50%. Besides implementing ERP system and information systems, the job required integrating financial and human resources programs in a multi-location manufacturing company. Other functions were maximizing cash flow and extending payment terms by 100% and continued operating.

Duties in another job involved having operational control of manufacturing, finance, and administration, as well as doing strategic plan development integrated with annual budget and compensation plans. Part of the job was handling equity raise combined with asset and business acquisitions, as well as due diligence and transaction management. Financial reporting was done including SEC reporting and Sarbanes-Oxley implementation. As part of human resource management, employee motivation programs were implemented, reducing turnover by 50%. Software implementation and information systems management were also accomplished.

What advantages can hiring a controller who has background in the business services and education industries give your organization? Computer knowledge covers the use of Sage 100 (i.e. Sage MAS 90/200), Sage 500, Sage 300 Accpac, MS Dynamics (Great Plains, Solomon), and FRx. This individual finished Bachelor of Arts, Accounting & Economics and Bachelor of Science in Chemical Engineering.

Working for a business services provider, this controller functioned as the leader of the accounting team, an integral part of a team that guided company through a spin-off and several financing deals. Accomplishments included improving the timeliness and accuracy of financial reporting by reducing closing time from 20 to 6 business days. This feat was achieved via process re-engineering and policies development to improve controls as well as staff management. The executive led the process of developing and optimizing KPI’s and budget vs. actual reporting, leading to more focused, informed and timely decision making by the executive operations team. DSO and account write-offs were reduced by 40% and 65% respectively via efficient management of the collections & accounts receivable team.

Achievements in another job involved analyzing and implementing a successful merger, including due diligence review and consolidation of financial reporting. The individual was instrumental in helping the firm increase revenue by fifty percent over 2.5 years. Financial reporting was improved by introducing new functional financial reporting tools and the use of financial ratios to measure performance. This led to more informed decision-making by the CEO and senior management. Internal controls were improved by streamlining accounts payable, accounts receivable and procurement card procedures. Accounting and banking processes were re-engineered by introducing new banking technology.

Does having a controller who served the food, hospitality and manufacturing industries match your organization’s requirements? Technical background covers using Sage 100, cloud-based accounting applications and QuickBooks. This CPA graduated with Bachelor of Commerce (Accounting & Auditing). The individual is also a Chartered Accountant.

As controller for a hotel, tasks involved working with an investor group, completing feasibility study, negotiating the deal, completing due diligence, closing escrow and taking over operations. Achievements included saving $90,000 from immediate cost cutting and restructuring operations, along with funding and executing a $1.5 mil HVAC project, saving $100,000 annually in utilities. The professional improved ADR and REVPAR by 3% through analyzing revenue mix and booking rates. Other contributions were changing franchise, negotiating a new contract and improving room revenue. Daily night audit reports and royalty payments were scrutinized. Part of the job was negotiating workers’ comp and general insurance package.

Another job in a manufacturing firm called for improved financial policies, procedures, processes and controls to create a sound financial infrastructure. The individual was lead player in implementing a facility move, saving almost a million dollars annually from energy savings, process consolidation and payroll. A migration to Sage MAS 200 ERP application was supervised and functionality was enhanced. The job required managing $1 mil line of credit, covenant compliance and lender audits, along with preparing financial reports and MD&A package for the board of directors.

What advantages can having a vice president (VP) of finance who worked in the communications, computer and construction industries offer your organization? Computer knowledge covers using Sage 100, Sage 300 Timberline, Peachtree/Sage 50 Solomon, QuickBooks, Deltek Vision, Great Plains, Oracle-NetSuite, AIA, Bluebeam, and Fast EST. Educational background includes accounting and legal studies.

While working in a communications firm, this VP of finance was responsible for pro forma development for 2 separate divisions in 3 locations, along with developing ERP system converting QuickBooks to Sage 300. Aside from conducting staff training and development, part of the job was creating monthly employee incentive programs. Audit management was done, in addition to preparing reporting and analysis for an M&A proposition. Cash flow projecting was also accomplished.

Duties in another job focused on the restructure of accounting systems, financial analyzing and ERP business systems for various companies. Software utilized consisted of all Sage products, particularly Sage 300/ Timberline, including conversions, maintenance, restructure and implementation. The executive functioned as interim CFO, while assistance was given with M&A and ESOP, as well as strategic planning and Sage product ERP implementation. Annual revenues ranged from 30 million to 600 million. A (3) month project with a public company was completed.

Does employing a vice president (VP) of finance who has experience in education, transportation and business services industries match your organization’s requirements? Software skills includes Sage 300 Accpac, Peachtree/Sage 50, MS Dynamics (SL, Great Plains), QuickBooks, Avectra Netforums, Blackbaud, Prophix, Clarity Systems, and Sun Systems. Educational background covers Bachelor of Science in Accounting and Associate in Accounting, as well as Master in Business Administration.

This VP of finance oversaw financial management, human resources, and administration of a $6.5 million, $4.2 million investment portfolio. This executive managed the organizational growth from $4million to highest $6.5million. Regarding financial operations, tasks involved creating and implanting financial strategy that aligned with the organizations strategic goals. The financial strategy required evaluating returns on investments to allow for an annual spending policy from reserves. The job called for participating in senior management team that evaluated and established policies, guidelines, or strategic planning for the organization. The professional had a lead role with ensuing the finance & audit committee reviews quarterly financial statements, quarterly investment review, the annual budget, audit, 990, and 990T tax filings.

In grants management, accounting policies and procedures were established to ensure internal controls, complied with GAAP, OMB Circulars A-122, A-133, and 22.CFR.215. Aside from establishing procedures manual for international office operations, one duty was ensuring compliance with grant agreements from multiple donors, including federal grants and private foundations. For general organizational operations, the individual had a lead role with human resources functions according to organizational policies, such as employment, position description, position status audit, annual benefits renewal, negotiation of employee benefit offerings for medical insurance options, and 401K plan.

Is recruiting a vice president (VP) of finance who has background in the food, business service and publishing industries a good move for your organization? Technical experience involves using Sage 100 (i.e. Sage MAS 200/MAS 90), SAP, JD Edwards, Oracle, McCormick and Dodge. This CPA graduated with BS in Mechanical Engineering and MBA (Finance & Business Policy).

Duties of this VP of finance of a food company covered directing ongoing cost improvement on over 8000 commodities, including total cost of ownership of raw ingredients, packaging, and contract services. Tasks were monitoring and updating GL accounts, including all material-related PPV, in-bound freight, rebate and re-export accounts. Forecasting of PPV and establishing projected savings were done. Apart from designing new BI Reports and testing new system reports, daily financial support/ advice was provided regarding procurement activities to team members both within and external to the department. As costing finance lead for commercialization team, timely new food costing leadership was given. The individual also delivered group training and mentoring in the commercialization process for R&D, marketing, commercial finance, procurement and bakery finance team members. Achievements included tracking and reporting progress toward goal of $20MM cost reductions through procurement projects related to commodities hedging, RFPs, contract negotiations, and logistics. Infrastructure was created to analyze and audit up to 125 procurement cost savings projects per year, in addition to costing 3000 new foods annually for new sales opportunities.

Responsibilities in another job included serving on consolidation and integration team that closed 3 facilities, while also integrating production and management roles. This was done in addition to integrating cost accounting and the general ledger into SAP from Sage MAS 200.

What opportunities can hiring a vice president (VP) of finance who served construction, telecommunications and business service industries give your organization? Systems knowledge consists of Sage 300 ERP, ComputerEase ERP and MS Dynamics SL. This individual finished Bachelor of Science in Accounting.

In a construction firm, this VP of finance was responsible for all aspects of accounting, finance, human resources and payroll. The job required functioning as key strategic partner to ownership and the executive team, providing strategic leadership, financial planning/ forecasting. Mentoring was done for the accounting/finance, IT and human resource teams. Aside from creating monthly financial closing procedures, part of the job was converting company from cash basis accounting to accrual method, and instituting the percentage of completion revenue recognition method, generating a WIP, backlog report, and forecasting models. Cash flow forecasting was developed to maintain positive cash flow for a financially stressed company. The executive managed the design and implementation of ComputerEase ERP accounting and project management software, providing better reporting visibility to managers and executives.

Duties in another job were for all aspects of the accounting, finance, human resources/payroll, and IT departments for this commercial construction company. Duties were designing and implementing Sage 300 ERP accounting and project management software, providing better reporting visibility to managers and executives. A 13-week cash flow forecast was implemented to better plan and forecast cash requirements.