Professional Experience
Thirty-plus years of successful corporate accounting experience at various size companies, in manufacturing, retail, service, and not-for-profit sectors. Expertise in the areas of accounts payable, accounts receivable / credit management, general accounting cost accounting, strategic planning, process analysis and improvement. Conscientious and detail-oriented. Proficient in system and software upgrade/implementation, financial reports and model development, budgeting/forecasting, and policy and procedure development and documentation. Certified Management Accountant (CMA). M.B.A. in International Business.
Principal Areas of Practice
- Expertise in financial and management accounting, with strong overall business skills.
- Accounting/finance liaison for accounting software system upgrades and implementations.
- Ability to assume various levels of accounting/finance management (Supervisor, Manager, Assistant Controller, Controller. Chief Financial Officer (CFO)) on an interim basis.
- Accounting/finance liaison with outside accounting firms for tax audits, financial statement preparation, and annual audits.
- Evaluation, development, and documentation of procedures.
Clients Have Included:
- Import Trading Company (Approx. $60 million in annual revenues)
- Software As A Service (SAAS) Company (Approx. $30 million in annual revenues)
- Transportation and Storage Company (Approx. $20 million in annual revenues)
- Architectural Design / Construction Firm (Approx. $2 million in annual revenues)
- Retail Grocery Company (Approx. $300 million in annual revenues)
- Retail Grocery Company (Approx. $500 million in annual revenues)
- Specialty Retail Grocery Company (Approx. $150 million in annual revenues)
- Janitorial Company (Approx. $25 million in annual revenues)
- Plastic Manufacturing Company (Approx. $12 million in annual revenues)
- Janitorial and Security Services Company (Approx. $60 million in annual revenues)
- Household Linens Manufacturing Company (Approx. $100 million in annual revenues)
Projects Have Included:
- Processing of A/P, A/R, General Ledger, and Cash Management.
- Transition from QuickBooks to Sage Intacct.
- Preparation of revenue recognition schedule.
- QuickBooks cleanup.
- Preparation for CPA income tax (accrual method, with inventory and cash method).
- Preparation for CPA annual review.
- Preparation of cash forecast analysis.
- Board Financial Reporting
- Oversaw transition from outside accounting firm review to annual audit.
- Implementing ERP system (system administrator) and Business Intelligence Software, resulting in increased visibility of financial results for management and reduced reporting process time.
- Development of Budget process including multiple Excel templates, making budget compilation more efficient and allowing for various what-if scenarios.
- Shortening of period close cycle from 4 weeks to 2 weeks, by improved scheduling and process improvements.
- Development of weekly flash reports for sales and gross margins to allow for interim and mid-period reporting to management.
- Development of written policies and procedures
- Interim assignments as Controller, Accounting Manager, Finance Director, and Senior Accountant.