CPA, CGMA, PHR, and SHRM-CP with 25+ years of accounting, FP&A, and audit experience with Big 4 firms and companies ranging in size from start-up to Fortune 500. Multi-lingual.
Accomplishments include leading the implementation of ASC 606 and implementing NetSuite.
Leads all accounting, financial reporting, FP&A, and internal audit functions.
Fortune 500 Financial Reporting Vice President — #2
CPA with 25 years of experience including Big 4 audit and accounting and financial reporting with Fortune 500 companies.
Expertise includes SEC, GAAP, and IFRS reporting.
Significant ERP implementation experience including SAP, Blackline, and Workday.
Accomplishments include standing up a new team, spearheading the transformation of the SEC reporting process, and leading a 20+ person Shared Services department.
Controller/VP — #3
CPA and MBA with 30 years of experience including Big 4 tax and Controllership roles with multi-location, global companies and PE-backed growth-stage companies.
Provides oversight of Finance, Accounting, Tax, Financial Planning and Analysis, and Information Technology functions.
Evaluates back-office functions to identify and prioritize areas of improvement in order to scale for future rapid growth.
Improves quality of reporting to Board of Directors and PE firms.
Controller — #4
Bachelor’s degree in Accounting, Master’s degrees in Economics and Finance, and an MBA.
CPA with 25 years of accounting, finance, strategy, and operations support experience.
Significant experience with small to mid-sized rapidly-scaling companies with revenues of $15 to $600 million. Additional experience with global companies with revenues of $1+ billion.
Experienced, hands-on accounting and finance leader with a proven track record of driving revenue growth and cost savings.
Oversees full-cycle accounting including GL close and the preparation of GAAP basis financial statements.
Leads budgeting, planning, forecasting, and cash flow management.
Controller — #5
MBA and CPA with 25 years of accounting and finance experience with a public accounting firm and companies ranging in size from start-ups to multi-billion-dollar global organizations.
Extensive knowledge with both the technical and practical application of GAAP.
Highly skilled in general ledger accounting, financial reporting, profitability analysis, policies and procedures, budgeting, forecasting, and cash management.
Accounts Payable Director — #6
MBA and Bachelor’s in Accounting with 25 years of accounting experience with global companies.
Accomplishments include developing and executing strategic roadmaps to improve the Procure-to-Pay processes and implementing KPIs that measure performance against industry benchmarks to drive best in class procurement performance.
Manages a global team of 15 across US, Europe, the Middle East, and Africa, processing 70,000 invoices, 50,000 purchase orders, and 150,000 payments annually.
Accounting Director — #7
CPA with 25 years of accounting experience with global, publicly-traded companies and mid-sized, rapidly-scaling organizations.
Accomplishments include designing a workflow for capital process optimization that integrated training, improved reporting, and assigned accountability for respective tasks to ensure accuracy.
Technically savvy with prior engagements including PCI compliance, Oracle EBS Master Data Management, and Managed Service Provider Implementation.
Financial systems experience includes Great Plains, Oracle EBS, SAP, and Blackline.
Accounting Director — #8
CPA (passed all 4 parts on first attempt!) and MAcc (4.0 GPA).
Over 15 years of accounting and finance experience with Fortune 500, PE-backed mid-sized growth stage companies, and mid-sized publicly-traded companies.
Proven history of both working independently and managing teams remotely.
Expertise includes GL accounting, month-end and year-end close, process improvement/automation, audit support, M&A integration/divestiture, financial systems implementation and integration, and GAAP/SOX/internal controls.
Systems-savvy with hands-on experience with Access, Oracle, JD Edwards/Hubble, SAP, BlackLine, SQL, PeopleSoft, Infor Lawson, ERP/ISS, and Microsoft Dynamics/Great Plains.
Accounting Senior Manager — #9
CPA with 25 years of experience including Big 4 audit and accounting, financial reporting, FP&A, and financial systems with both Fortune 500 and mid-sized companies.
Accomplishments include leading a major upgrade of the system utilized for consolidating footnotes and other disclosures for inclusion in SEC filings, improving the efficiency of the reporting process and enhancing internal controls.
Expertise includes controllership, technical accounting, SOX compliance, process improvements, policies and procedures, general ledger close, budgeting and forecasting, and financial systems implementations.
Financial Reporting Senior Manager — #10
CPA, CFE and MAcc with 20 years of experience including Big 4 audit and financial reporting and technical accounting with global publicly-traded companies.
Reviews and updates corporate financial policies and procedures in response to operational or accounting policy/control changes.
Reviews and manages the distribution of the quarterly certifications for SOX and SEC reporting purposes amongst the global finance and executive teams.
Consolidates over 150 legal entities monthly and quarterly and prepares variance analysis for external auditors.
Accounting Manager — #11
CPA with 25 years of experience including Big 4 audit and accounting with both publicly-traded and privately-held companies.
Expertise includes month-end close, audit support, payroll, working capital optimization, revenue recognition, internal controls, accounts receivable, accounts payable, KPIs, budgeting, and forecasting.
Systems used include SAP and Sage.
Accounting Manager — #12
MBA in Finance, JD, CPA, CFE, CIA, and CISA with a mix of Big 4 audit and industry accounting, audit, and finance experience.
Extremely effective as a hands-on individual contributor or a manager of a large team.
Proven expertise in resolving complex accounting issues and delivering results in tight time frames.
Experience reporting directly to C-level executives and supervising/developing teams.
Able to work fully remote or on-site! Willing to travel up to 100%.
Credit and Collections Manager — #13
MBA and Certified Credit Administrator with 20 years of credit and collections experience with both global, publicly-traded and mid-sized privately-held companies.
Accomplishments include writing and implementing the credit and bankruptcy policies for 3 companies and recommending and implementing the improvement of a client’s credit review process, decreasing the cycle time from 2 weeks to 4 days, resulting in cost savings through head count reduction.
Supervises a team of credit analysts, resolves collection issues, reviews and approves credit, and performs cash forecasting.
Accounting and Reporting Manager — #14
Bachelor’s degree, CPA and 15+ years of professional experience including prior Big 4 audit.
Performs full-cycle accounting including monthly/quarterly/year-end GL close. Prepares SEC filings including MD&A.
Significant SOX 404 and 302 experience.
Systems/Software used include Oracle SmartView, PeopleSoft, Hyperion, SAP, Blackline, CaseWare, Intuit QuickBooks Pro, Microsoft Office Products (Excel pivot tables, VLOOKUP’s), Fund EZ, Sage, and Workiva.
Technical Accounting Manager — #15
CPA with 10 years of experience with a Big 4 firm and both publicly-traded and privately-held companies.
Accomplishments include creating a new stock compensation expensing model to better track both recognized and unrecognized stock compensation expenses.
Expertise includes public and private company audits, financial reporting, SOX, general accounting, technical accounting, and special transactions including S-1 filings, M&A, and carve-outs.
Accounting Supervisor — #16
7+ years of experience with companies ranging in size from start-up to Fortune 1000 including:
SEC financial reporting.
Accounts payable/receivable.
General ledger accounting.
Balance sheet reconciliations.
Month-end close.
Systems implementations.
Tax compliance.
Accounting Senior — #17
General Ledger accountant with 15 years of professional experience.
Performs full cycle accounting, preparing all financial statements.
Manages Accounts Payable and Payroll.
Prepares year-end tax documents.
Accounting Senior — #18
Bachelor’s degree and 9+ years of GAAP accounting experience.
Performs and leads full-cycle accounting including GL close and prepares GAAP basis financial statements.
Assists with budgeting and forecasting and automates manual processes.
Performs accounts receivable and accounts payable duties.
Supervises up to 15 people.
Accounting Staff — #19
Bachelor’s and Master’s degrees in Accounting and 10+ years of professional experience.
Areas of expertise include accounting, accounts receivable, accounts payable, billing, management reporting, general ledger, payroll, and taxes.
Proficient in Alteryx, Excel, Hyperion, PeopleSoft, SAP, and QuickBooks.
Accounting Staff — #20
MAcc with 2 years of experience including national firm external audit and accounting with a global company.
Prepares bank reconciliations, enters and posts journal entries, and prepares various accounting reports.
Assists with the month-end close process including calculating accruals.
