Below are the 3 CFO’s & 5 Controllers with Zoho & other systems experience. The Thor Group® provides other financial / accounting leaders who know your industry & systems on a consulting, contracting, interim or direct hire basis.

Can recruiting a chief financial officer (CFO) with knowledge in manufacturing, financial services and telecommunications industries have a positive impact on your organization? Systems background covers Zoho CRM, Zoho Books and Zoho Inventory, as well as QuickBooks Pro, AS/400, JD Edwards OneWorld/World, PeopleSoft, Macola, Ceridian, Peachtree/Sage50, Great Plains, and Sage MAS 90. Educational background includes Bachelor of Science (with a major in Accounting and Spanish) as well as Master’s in Business Administration (MBA).

Responsibilities of this CFO were for implementation of accounting system, processes and procedures, cost reduction and control, and data analytics. Major concerns were doing full restatement of accounting, along with creating stable GAAP reporting requirements in a fast growing and high stress environment. A full GAAP audit and tax return were completed for first year of operations. Other accomplishments were laying foundation for international accounting processes and building out all financial platforms feeding into the accounting system (i.e. CRM). Importance was given to tax compliance and strategy, as well as sales tax software implementation. The executive was integral part of capital raises for the company. Inventory accounting methods for all product derivatives were developed. Priority was also given to contract management and development, as well as fixed asset management and loan restructuring.

Tasks in another job involved serving as Pro Advisor for QuickBooks, as all clients used this accounting platform. Besides being involved in several accounting software implementations and restatements, part of the job was maintaining all accounting for all entities working with remote employees. Key concerns were Tax, process and procedure development, FP&A, audits (payroll, IRS, sales tax, GAAP), cash management, and asset growth.

What advantages can employing a chief financial officer (CFO) who worked in publishing, real estate and financial services industries offer your organization? Computer proficiency includes using Zoho CRM, QuickBooks, UltiPro and CLOSER ERP. Educational background includes Bachelor of Science, Finance major. This honor student served as treasurer of student finance association.

This CFO maintained oversight of all operating and accounting functions of the startup direct mail advertising magazine with gross income of over $1M. The executive was praised for expert utilization of market analysis and interviewing/hiring strategies to grow a small business from three magazines in one city to as many as nine in three cities with annual distribution of approximately 1.35M copies. All expectations were exceeded in the management of multiple cross- functional roles of a small business executive, including finances, business operations, accounts payable and receivable, legal and organizational, corporate contracts and agreements, as well as vendor and client relationship management, human resources and payroll. Accomplishments included integrating comprehensive financial planning/ analysis to derive and adhere to the fiscal budget, along with obtaining critical financing to maintain working capital to keep profitability at the best possible terms. Strength was shown in estimating and cost control by continuously minimizing expenses through rigorous lease negotiation, vendor selection and contract negotiation, saving the company a record of $125K+ annually.

Duties in another job involved developing and patenting of two wholly unique accessories for the consumer utility trailer industry. Achievements included development of working prototypes for two separate products, and establishment of a profitable manufacturing relationship resulting in margins of 35%-60%.

Does hiring a chief financial officer (CFO) who has experience in financial services, construction and business services industries meet your organization’s requirements? Software skills cover Zoho CRM, Deltek, Sage 300 Timberline and QuickBooks, as well as Great Plains, Solomon, and cBizSoft CRM. Educational background includes BS Accounting, along with MBA credits. This Certified Public Accountant (CPA) showed strong leadership and solid technical skills by developing high-performance accounting, finance, HR, IT, contracts and administrative teams of up to 20 people to implement controls, systems, and best practice processes to accelerate growth, integrate acquisitions and effect turnarounds.

In a financial firm, this CFO offered fractional support and business development for the DC/MD/VA practice. The executive achieved 50% reduction in cash burn rate for SAAS business during capital raise engagement. Additional tasks were correcting overhead rates during federal contractor’s post system implementation review, along with leading multiple financial record clean-ups, system implementations and tax compliance initiatives.

Tasks in other jobs involved working with investors to turnaround and re-structure company, while also performing market analysis to develop national roll-out strategy and rebranding. The individual implemented cloud-based systems including dental practice ERP, CRM and call-center. Accomplishments were creating insurance broker affiliate to capture 10% additional revenues, as well as reducing average accounts receivable days outstanding from over 180 to less than 90 for Medicaid reimbursements.

Does hiring a controller who has work background in advertising, logistics and business services industries match your organization’s requirements? Software knowledge covers Zoho CRM, Sage MAS 200, Sage MAS 500, Microsoft Dynamics Solomon, Microsoft Dynamics Great Plains, QuickBooks, Elite, DaVinci, and Salesforce. Aside from graduating with Bachelor of Business Studies (Accounting & Finance), this Certified Public Accountant (CPA) is also a Certified Management Accountant (CMA).

Working in an advertising firm, this controller prepared financial statements with heavy emphasis on project gross margin results and analysis of significant variances. Part of the job was working closely with department managers. Weekly A/R collection efforts were carried out. Borrowing base report was issued monthly to bank. The individual was heavily involved in annual audits (financial and bank collateral audit). Key results included reconciling and migrating the accounting records for newly acquired location, along with reducing the financial close timeline from the 15th to the 6th business day of the month. The job called for recommending and introducing a more stringent approach to the issuance of client deposit invoices resulting in a significant improvement to cash flow.

Another job called for preparing monthly financial statements and account analysis for both company locations. The professional followed up with information requests from banks and outside accounting firm. Other tasks were processing weekly payroll, preparing daily Flash report, and assisting with company’s insurance needs including annual renewal. Key results included introducing production/costing reports to measure daily efficiency in warehouse activity. The cash flow position was significantly improved through rigorous AR collection efforts and being closely involved in the AP relationship.

Is having a controller who worked in financial services and real estate industries a good move for your organization? Technical background covers using Zoho CRM, Oracle, QuickBooks and Peachtree/Sage 50. This graduate of Bachelor of Science in Accounting is pursuing CPA status.

In a financial services provider, this controller monitored daily cash activity and rent receipts, as well as examined related discrepancies. Payroll data was analyzed, and overcharges made by the staffing company were investigated. Besides preparing financials for the year end closing, additional tasks were reviewing receivables, payables and security deposits, as well as preparing schedules for accruals and prepaids. The individual recorded transactions and prepared financials for upper management’s personal accounts.

Duties in another job included overlooking third party, property manager to ensure A/R were collected on time and A/P were within budget. The job required analyzing monthly reports and communicating directly to CFO any developing trends, while also providing monthly/ quarterly reports to lenders and ensuring compliance. Other functions were ensuring the audit process was efficient and timely, in addition to coordinating with banks to ensure funding for monthly operating expenses.

What opportunities can employing a controller experienced in IT and financial services industries give your organization? Proficiency in computer systems covers Zoho CRM, NetSuite, QuickBooks and Salesforce. This college graduate has a proven track record of cost savings, accounting, expense reductions, financial analysis, efficiency, project and program management, as well as broad experience of streamlining processes and achieving significant savings.

For an Internet service provider, tasks of this controller included managing HR, payroll, and support functions for staff of 15. A process was created to improve sales to installation cycle; installation time was reduced by 50%. Other accomplishments were creating special events revenue stream, as well as increasing annual revenue by $1M. Other tasks were negotiating license agreements with building owners, doing contract management with customers, and managing accounting functions of company with annual sales of $6M. The professional analyzed fixed expenses for expediency and redundancy, realizing annual savings of $200K. Building analysis procedures were developed to determine new market potential. Besides reducing outstanding accounts receivables by 75% in 60 days, the individual corrected over $1M in miscoded expenses.

Functions in another job involved managing the northeast allocation process for Core Check Processing Services. The individual managed $8M relationship between two companies. In addition to developing financial plans, part of the job was briefing senior managers and lines of business regarding all variances to plan. Financial reporting was standardized among the geographic regions. Along with creating allocations product guide, other duties were enabling customers to view entire portfolio, providing allocation analysis and explanations of charges to internal lines of business, providing forecasting and budgeting.

Can recruiting a controller with background in business services, real estate and banking industries have a positive impact on your organization? Computer skills involved the use of Zoho CRM, QuickBooks, Yardi, Adobe Acrobat, and Fortracs. The individual is a licensed Wisconsin real estate broker, investment real estate owner, previous volunteer firefighter, and current WI licensed advanced EMT.

This controller was in charge of accounts payable/ receivable including entry of invoices and payments via ACH and checks. Follow up on past due accounts was done. Major concerns included payroll entry and reconciliation, as well as domestic and international wires. Accounting entry using QuickBooks and other software was carried out. The individual headed the project for automation flow for accounting from CRM to QuickBooks. Other accomplishments were creating financial reporting using CRM and providing monthly financial reporting to upper management.

While in another job, duties involved managing a portfolio of 250 properties. This was top 5% in company production. Accomplishments included being 98.5% compliant on all audits. Review was done on appraisals and BPO to determine listing price and market plan. Other functions were reviewing and negotiating offers. The professional was responsible for price reductions, and offer approvals based on SLA’s.

What advantages can hiring a controller who served utility, IT, manufacturing and construction industries give your organization? Technical proficiency covers using Zoho CRM, Zoho Creator, Zoho Books, Peachtree/Sage 50, Sage 300 Timberline and Hyperion Financial Reporting, as well as Crystal Reports, QuickBooks, Job Boss, and Salesforce. The individual graduated with Bachelor of Business Administration course, major in Accounting and minor in Finance.

Responsibilities of this controller consisted of managing all financial and personnel functions for a fast paced manufacturing company, $18 million in sales, with 65 employees. All financial statements, job costs report and margin analysis were prepared. Part of the job was identifying job cost problems and trends to report to management. Accomplishments included saving approximately $200,000 in benefit costs (25%) over a 3-year period by procuring a more cost- effective health insurance plan. The individual improved the cost tracking and bookkeeping process to improve financial statement accuracy, safeguard company assets and improve accuracy of sales quotes. Accounting processing was transitioned to cloud based application (Zoho Books), allowing for improved productivity efficiencies and customer integration. The job also called for administering personnel functions including self-insured health plan, 401k plan, health savings account and company policies. Besides managing all company tax and compliance requirements, another achievement was developing cloud based project management system replacing a 15-year old antiquated system.

Another job required handling all accounting and personnel functions for a manufacturing division totaling $32 million in sales. The individual was able to improve month end closing time by 40%.