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Curriculum Vitae : Controller
Controller
Suggested introductory text for e-mail: I can offer you 25+ years of experience managing accounting departments, enthousiasm, attention to detail, ownership at an expert level, all of which make me an ideal candidate for this opening.
I have attached my résumé for your review. I welcome the opportunity to speak with you sometime. Outstanding references will follow.
Curriculum vitae
Margaret Thatcher
Obridge, New Jersey 305- 445-1432
uk_prime_min@gmail.com
Managerial Accountant Consultant
Apparel, Financial, Environmental, Manufacturing, Real Estate related environments
Results-oriented, innovative, consultant recognized as an agent capable of assisting financial executives on implementing rapid transitions, and positively impacting the bottom line. Evaluates new situations, identifies critical issues, formulates and enacts solutions quickly and decisively within a pre-determined time period. Moves fluidly between senior-level executives, internal teams and third parties. Maintains the highest level of professional ethics.
Executive Leadership Competencies:
Financial analysis, reporting and forecasting.
Design, implementation, and management of accounting, financial reporting and control systems.
Strategic planning and annual budgeting.
Cash flow management.
Creating and implementing innovative business strategies and programs.
Stabilization of unsteady or high turnover accounting / finance departments.
Communicating and working effectively with stakeholders.
Incorporating of industry best accounting and financial practices.
Key contract review and negotiation.
Management of unsteady or high turnover accounting / finance departments.
Career Highlights
Controller Consultant
AMERICAN APPAREL CORPORATION – New York, NY
Apparel & Fashion industry
January 1985–Present
Key member of the Senior Management team, with responsibility for the Finance, International Business Development, Customer Service, IT, Customer Service, Production Planning, Distribution and Inventory Management functions for this $100M manufacturer and importer of private label for all major retailers such as; Walmart, JC Penney, K-mart, Sears and Zellers
During my tenure I also served as a Consultant for Batman Apparel Corp, 1985-1992 working closely with the COO and CFO in the preparation of 20Q's and annual 20K for $52M publicly-traded firm in the NASDAQ Exchange. Preparation of monthly financial statements and annual certified financial statements.
CFO
MIXACOM CAPITAL CORPORATION – Oldbridge MiXa, NJ
Venture Capital organization. Parent company of various subsidiaries in the banking, service and trade industries
September 1998– June 2004
Joined early stage holding company to provide financial and operational leadership to accelerate growth, expansion and diversification. Focused efforts on developing investor and banker relationships, strengthening corporate business infrastructure, introducing sound financial policies, and integrating new acquisitions. Fully accountable for P& L with complete oversight of capital, finance, marketing, sales, risk assessment, and human resources of all subsidiaries.
Key Accomplishments:
Conceptualized and launched U.S. Funding Corporation - Accounts Receivable Factoring company from the ground up including capital raise, investor-industry matching program.
Conceptualized and launched J.T. Fuxia Plumbing and Heating company. Led the team to successful secure an installation of water heaters contract worth $5M annually with a local public utilities company.
Conceptualized and launched Apollo Commerce Solutions an IT Consulting firm.
Secured $200M investor to launch a company in the settlement funding industry. Axiom Capital would serve a sales organization earning 33.33% of the settlement funding revenues.
CFO Consultant
OLIVIA BENSON LTD, STABLER IMPORTS LTD, STABLER CORPORATION – New York, NY
Apparel & Fashion industry
March 1994 – October 1998
Reported operating results for Stabler Imports Ltd, d/b/a Polo Ralph Lauren Luggage Company, the exclusive international licensee of the Polo Ralph Lauren handbags. Prepared quarterly-reviewed and annually-compiled financial statements. Reviewed actuals vs. projected results and explained variances. Developed cash flow projections. Maintained relationships with banks and factors. Setup internal operational controls. Tracked and reconciled quarterly inventories. Hired and trained departmental personnel. Implemented MACOLA, a computerized accounting system converting from manual accounting system. Royalty analysis and reporting. Letter of credit facility management.
Reported operating results for Stabler Ltd., an $110M manufacturer of promotional goods for the apparel and cosmetic industries. Reviewed and approved budgets for nine offices worldwide.
Education
McGill University, Montreal, Canada
BA, Business Management and Accounting, 1982
UNITED COLLEGE OF BUSINESS - Hollywood, CA
Diploma - Business Management & Accounting, 1984.
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| Controllers. Photo by Elena |
Controller Resume
Norbert M. Leigh768 West 2th Street, #6 Brooklyn, NY 55555nml7@atl.cim ~ (555) 555-5555
SUMMARY
Accounting professional with record of success streamlining financial operations, increasing profits and cutting costs through solid budgeting and forecasting. Ability to hire, train and supervise accounting and support staff in Business, Non-Profit and Market Research environments. Proven experience as HR manager responsible for benefits and ADP administration. Extensive knowledge of Sarbanes-Oxley laws and managing government contracts. Proficiency in Word, Excel, Access, MRI, MAS90, Oracle, QuickBooks. Positive contributor in a team environment with solid communication, organizational and analytical skills.
PROFESSIONAL HISTORY
KEMBELL AND CAMPBELL SERVICES, New Ark, NJProject Accountant (January 2006 to March 2012)
Managed financial operations and budgeting for $55 million employment program serving 35,000 clients annually. Oversaw five multi-year contracts with XXX, including Workforce 1 and Back-to-Work (BTW), generating monthly invoices for cost reimbursement. Prepared Variance and Corrective Action Reports for monthly management meetings. Performed monthly variance analysis and reconciliation in collaboration with Director and Regional Finance Manager.
PARAM REAL ESTATE GROUP, Vancouver, BC, CanadaController/Human Resources Manager (May 2003 to December 2005)
Developed and implemented financial systems for newly established real estate company that owned and managed 23 residential properties in Vancouver City. Calculated real estate tax and operating escalations for $76 million portfolio. Supervised office support staff. Designed employee benefits programs, including medical, dental and disability. Established human resource policies and produced employee manual.
RESS & DUPUIS, Vancouver, BC, CanadaProperty Accountant (September 2001 to March 2003)
Managed financial operations for five commercial buildings in Vancouver that generated $5 million annually. Analyzed and prepared monthly financials and sent reports to management and building owners. Handled receivables and rent collections for 50 commercial tenants. Reviewed vendor invoices and purchase orders weekly, checking for coding errors. Computed monthly management fees and leasing commissions and prepared work papers for year-end tax return. Posted daily cash management and performed monthly bank reconciliations. Reconcile tenant security accounts calculated lease escalations and managed all tenant billing and receivables. Oversaw conversion from manual to ADP payroll for all offices.
EDUCATION
VANCOUVER COLLEGE
B.B.A., Accounting 2001
Controller CV Sample
Justin Biever Floral Drive, NY 55005
(718) 555-0272 (home)
e-mail: justinbie@cheour.com
SUMMARY: Extensive responsible and dedicated experience in the accounting field. Proven expertise in financial statement preparation, analysis and reporting, payroll, budgeting, automated systems, tax accounting, FOCUS reporting and K-1 preparation.
EXPERIENCE: PAILINBANK CAPITAL MARKETS CORP. New York, New York
Controller 2005 – 2013
Prepared Department of Commerce Reports on a quarterly and annual basis. Prepared monthly, quarterly and annual Head Office reporting for the U.S. domiciled holdings including balance sheet including intercompany reconciliations and period-to-date profit and loss. Prepared FIN 41 add-back entries for affiliates banks and customer based on maturity banding. Prepared and maintained all written Head Office reporting procedures.
Responsible for the preparation of monthly financial statements and regulatory reports of a FINRA US Securities Broker/Dealer such as monthly FOCUS Part II reports, weekly and monthly 15c3-3 customer reserve computation, daily net capital computation and quarterly security counts. Responsible for all regulatory audits, interim reports and requests from FINRA. Ensured the firm had sufficient regulatory capital to participate in Medium Term Notes and Debt Capital Market deals. Responsible for the preparation of financial statements and supporting schedules for the firm’s annual audit.
Prepared and reviewed daily profit & loss reports and monthly management reports for the home office. Prepared monthly Transfer Pricing invoice to the home office, reviewed and approved Service Level invoice from New York Branch, and prepared a shared revenue and expense invoice for the Madrid Branch. Responsible for the wind-down and dissolution of the Broker/Dealer.
MCCARTHY SECURITIES, LLC New York, New York
Controller 2002 – 2005
Responsible for the preparation of monthly financial statements and regulatory reports of a NASD US Securities Broker/Dealer such as monthly and quarterly FOCUS Part II reports, daily 15c3-3 customer reserve computation and daily net capital computation. Responsible for preparing interim reports for and responding to requests from the SEC and NASD regarding the wind-down of the broker/dealer. Assisting the CEO and Crisis Management Team in identifying areas of concern which would prohibit the broker/dealer to file Uniform Requests for Broker-Dealer Withdrawal as quickly as possible. Working closely with back office department to ensure all necessary actions were taken associated with the wind-down of the broker/dealer.
THE PENSION BOARDS YOUNG SINGERS New York, New York
Director of Finance 2000 - 2002
Responsible for the search for a new General Ledger system to meet the unique needs of the Company. Responsible for identifying processes to be automated such as the membership system, large journal entries such as payroll and the scanning of the accounts payable and legacy documents. Liaison between the Company and third party provider for flexible spending program. Oversaw payroll, accounts payable, annuity payments (in excess of 5,000 per month) and reconciliations of major general ledger accounts. Responsible for the review of the tax status (resident/non-resident) for the annuity payments to retired members. Responsible for the preparation and analysis of various insurance funds for senior management.
LIMA, LLC New York, New York
Controller 1996 - 2000
Preparation of monthly financial statements and assist in the preparation of regulatory reports of a NASD full service U.S. securities broker/dealer such as monthly and quarterly FOCUS Part II reports, weekly and monthly 15c3-3 customer reserve computation and monthly NASD NS-1 short position report. Supervise 15 professionals and clerks including financial analysis, Trader P&L control, reconciliations and accounts payable. Supervision includes approval of all checks being processed for accuracy, limited partners payouts appropriately categorized for tax purposes, and review and approval of monthly general ledger closing process. Perform quarterly securities count in accordance with SEC rules. Responsible for developing and maintaining policies and procedure manuals for Accounting/Finance Department.
Successfully participated on team that implemented Oracle general ledger system and other support modules to interface with Oracle database transaction front-end trading platform. Preparation of annual K-1 returns for all firm general and limited partners (over 1,100 in 2001). Coordinate annual tax returns of firm’s general partners with outside CPA firms. Established and maintained health benefits plan under IRS Code Section 125 and 401-K Profit Sharing Plan prior to a separate Human Resource Department being created.
BLACKJACK SOFTWARE, INC. New York, New York
Controller 1991 - 1996
Prepared monthly financial statements and sales tax returns. Responsibility for payroll, budget preparation and administration. Negotiated and supervised all capital leases and contracts with vendors. Selected and administered employee benefits. Responsible for accounts receivables and accounts payables.
Accomplishments included implementation of purchasing procedures, management reports, cash management and debt management. Assisted in writing and implementing a policy and procedures manual. Integrally involved in start-up of this corporation.
RAMBO UNION New York New York
Tax Accountant/Accountant 1979 -1984
Prepared federal, state and local income tax returns. Reviewed subsidiary income tax return and gathered information for consolidated federal return. Liaison between in-house MIS department and tax area.
Reported to Management on outstanding accounts receivable and payable items. Prepared income and expense analyses for budgets as well as bi-monthly subsidiary reports on general ledger. Instructed and trained personnel.
EDUCATION: St. Clair's University Granada
Master of Business Administration/Taxation 1984
St. Clair’ University Granada
Bachelor of Science/Accounting 1976
LICENSES: Series 27 – Financial Operations Principal
REFERENCES: Professional and personal references will be furnished upon request.
Controller Resume
Audrey Hepburn Road, Apt. 12T, Clifton, New Jersey 45014 Tel: 555.555.2877
Email: radoul5409@yahoo.com
PROFESSIONAL EXPERIENCE:
09/11 – Present RSS, Inc. , Assistant Controller
Prepare, analyze and submit monthly, quarterly and annual financial reports, including budgets, forecasts, and financial statements.
Identify, analyze and communicate financial trends to senior management.
Support new business development including; acquisitions, divestitures, licenses and product development
Prepare Accounting concepts and procedures.
Review/update monthly account reconciliations.
Monitor general ledger accounts.
Manage Fixed Asset using supporting documents.
Interface with outside auditors
Track Revenues using different schedules.
All the reporting is done by SOX and GAAP Compliance requirements.
Oversee and Manage 4 other members in the team.
Special projects as assigned.
04/06 – 07/9 Panama Development Manufacture Inc., Fair Lawn, New Jersey, Accounting Manager
Managed monthly, quarterly, and yearly financials closing process.
Prepared budgets and cash flow forecast.
Inventory.
Cost Variation.
Reviewed and Managed Inventory Control.
Helped the auditor to do the physical year end inventory.
Advised financial strategies and planning.
Prepared Accounting concepts and procedures.
Reviewed Accounts Payable and Receivable.
Reconciled bank statements and cash accounts and set up accounts with vendors.
Monitored general ledger accounts.
Managed Fixed Asset using supporting documents.
Reviewed and monitored different projects.
Managed all management accounts.
Tracked Revenues using different schedules.
Prepared and manage all appropriate documentation for the yearly audit.
02/04- 01/06 Union Bancaire Management, Inc., New York, NY, Accounting Manager
Prepared monthly financials, post account payable and account receivable.
Reconciled bank statements and cash accounts and set up accounts with vendors.
Monitored general ledger accounts.
Reviewed and monitored different projects.
Managed all management accounts.
Tracked Revenues using different schedules.
Prepared budget modifications and reports.
Reviewed and monitored other accountants.
11/02-01/04 Wireless Company, Albany, NY, Senior Accountant
Prepared monthly financials, post account payable and account receivable.
Reconciled bank statements and cash accounts and set up accounts with vendors.
Prepared and post general journal entries and transaction journal entries.
Prepared and administer payroll.
Prepared invoice and purchase orders.
Balanced and close sales journals.
Prepared budget modifications and reports.
Long Term Consulting Positions
11/99-10/02 Muller & Company, New York, NY, Accountant
Prepared monthly financials, post account payable and account receivable.
Reconciled bank statements and cash accounts and set up accounts with vendors.
Monitored general ledger accounts.
Prepared and post general journal entries and transaction journal entries.
Prepared invoice and purchase orders.
Balanced and close sales journals.
Conferred with auditors to audit for the year.
Operated windows with MAS90, Timberline.
Prepared budget modifications and reports.
09/97– 04/99 Red Bull., Paterson, New Jersey, Controller
Prepared monthly financials, quarterly and year-end reports as well as post accounts payable and accounts receivable.
Prepared and administer payroll.
Monitored general ledger accounts.
Reconciled bank statements and cash accounts and set up accounts with vendors.
Prepared invoices and purchase orders.
Balanced and closed sales journal.
Operated windows PC with QuickBooks Pro and Peachtree Accounting.
Designed accounts receivable system adopted for company use.
Developed new spreadsheet for sales reports.
Conferred with auditors to audit for the year.
COMPUTER SKILLS: Well versed in Microsoft Office, Word, Excel, PowerPoint, SAP, MAS90, Timberline, QuickBooks Pro, NetSuite, Peachtree, Great Plains.
EDUCATION:
William Paterson University, Wayne, New Jersey
Major: Accounting
Bachelor of Science May 1999
G.P.A (3.2).
Controller CV Submission
Ravil Safarov
12 Enclosure
Albany, NY 55555
Tel. #555-522-0163/C-555-122-8843
O B J E C T I V E
To obtain a responsible career oriented position where my business experience and personal abilities will have a valuable application towards professional growth.
E D U C A T I O N
B.S. in Business Administration, major in Finance
State University – Barkos, Armenie
System Analysis and Design
A D D I T I O N A L
Proficient in Microsoft Office, Exel, Word, QuickBooks, Macola Accounting System, Include Asset, Macromedia’s Dreamweaver and Fireworks MX
WORK HISTORY
Mont-Royal Town & gardens, LTD – Landscape Design, Build and Install
July 2004 – present
Controller/Human Resource Administrator
Responsible for tax planning and compliance with all federal, state, and local corporate, payroll, and other applicable taxes
Responsible for all customers invoicing, credits and oversee collections
Responsible in the preparation of company’s yearly budget
Analyze and interpret accounting information in order to appraise monthly operating results, performance against budget and assist in identifying potential cost savings
Prepare and reconcile monthly bank statement and credit card statements
Oversee Accounts Payable, Accounts Receivable, General Ledger, Bank Reports
Responsible for bi-weekly payroll for 50+ employees
Responsible for month-end and year-end financial reports
Responsible for end of the year W-2’s and tax returns
Responsible for employee’s benefits and payroll, including employee’s time, attendance and vacation schedules
Administer a yearly employees survey and review
Work on special projects and all other duties as assigned by the President.
MGK Group Inc. dba Lamontage (Rug Manufacturer/Designer Company) New York, NY
September 1995 – June 2004
Full Charge Bookeeper/Controller
Handle all Accounts Payable, Accounts Receivable, General Ledger, Inventory Management, Bank Reports and Order Entry using Macola Accounting System for MGK Group, Inc
Handle all Accounts Payable, Accounts Receivables, Inventory Management, Bank Reports using QuickBooks for Maneck, LLC. dba Liora Manne Store
Responsible for all customer invoicing, credits and collections
Support and report directly to President
Reconcile monthly bank statement and credit card statements
Prepare bank reconciliation for all 3 companies
Responsible for inventory control and company web production, swatches and sample
Handle all Human Resource, benefits and payroll functions, including employee’s time, attendance and vacation schedules.
Handle and review the incoming royalties for Liora Manne
Responsible for month-end and year-end financial reports
Responsible for end of the year 1099’s, W-2’s and tax returns with the company’s accounting firm.
Controller CV
SALMA S. HAYAK
66-12 47th Street High Village, Gothic City 16279
555-555-5237 • k1@hotrl.net
______________________
PROFILE
Solid accounting and finance experience along with related roles in financial planning & analysis. Hands on professional with financial management experience within the public and private sectors. Business judgment. Strong leadership skills to ensure overall financial success.
Including:
Financial Reporting Strategic Planning Budgets and Re-Forecasts 401K Administration Cash Management Accounts Receivable Facilities Management Human Resources
EXPERIENCE
SOLID OIL PRODUCTS Monk, NY
CONTROLLER - 2006 - 2012
$80 MILLION – PRODUCTS DISTRIBUTOR
Financial reporting, strategic planning, budgets, forecasts, cash management.
Manage month end close, balance sheet analysis, financial statement account reconciliations
Treasury reconciliation worksheets
Monitoring of cash requirements
Involvement in customer and vendor relationships including credit terms and limits
Participation in the conversion of AS400 to an SAP platform.
Reporting structure for 8 different operating entities
THE RAM GROUP (SUBSIDIARY OF OBAM GROUP) NEW ARK, NJ
CONTROLLER - 2001 - 2006
$200 MILLION – LICENSING AGENCY
Responsible for licensing activity for clients such as Harley Davidson, Mary Kate & Ashley, NBC Universal Studios, Ford Motor Co.
- Reported to the VP Finance, responsible for the management of the month end process.
- Managed direct reports: Cash, Payroll, Accounts Receivable, Fixed Assets, Accounts Payable.
- Sarbanes Oxley testing and compliance.
- Variance analysis, cash flow reporting, balance sheet and client profitability.
- Maintained sworking relationship with independent and internal auditors.
- Member of the Management team
- Full financial function responsibility, month end process, annual budgets, re-forecasts, strategic planning and cash flow.
- Human Resources, 401k, Flex Spending and Benefits Administration.
EDUCATION
BBA Managerial Accounting, High-Race University, Pleasantville, CA
CPA Candidate
FUNCTIONAL SKILLS & MISCELLANEOUS
Financial Systems: SAP, Platinum, Donovan, PeopleSoft, Hyperion, Quick Books Pro
Microsoft: Excel, Word, Access, PowerPoint, Outlook
Payroll and related Paychex and ADP NYS Notary Public.
Controller Resume
Mary Ripley
112 Aliens, Lee Gardens, Alaska 15
(222) 555-3226
E-mail: mass1@hormail.com
Objective:
Seeking an entry level position in Accounting, Auditing and Taxation areas.
Qualifications and Skills:
Experience with Quick books and knowledge of Peachtree.
Proficient with Right Click, Business Vision and Fishbowl.
Proficient with MYOB.
Experience with SAP FICO.
Skilled with Microsoft Office Suite: Microsoft Excel, Word, PowerPoint and Access
Work Experience:
Accountant/Internal Auditor December 2008 - Present
Assist to manage financial activities for all the programs from federal government and its affiliated agencies, as well as all the projects that founded by private foundations or companies;
Work with independent auditor for iEARN's annual audit and OMB reports, as well as auditors from various funding agencies to ensure that iEARN's record keeping is correct and its process is inline with the specific requirements from OMB guidelines, and GAAP principles;
Prepare and reconcile Profit and Loss Statements;
Record and reconcile Account Receivable;
Write off bad debt expense and close invoice;
Prepare 1099 and other tax related forms;
Assist with the monthly Indirect Cost entry through Fishbowl accounting software;
Perform bank and accounts reconciliation and records adjusting and closing entries.
Education:
2005-2008 Fisher College, Main,
Bachelor of Science in Accounting
GPA: 3.4; Major GPA: 3.4
Accounting Courses: Federal Income Taxation, Corporate Finance, Financial Accounting, Managerial Accounting, Eco Statistic 1, Advance Accounting, Intermediate Accounting, Business Taxation
References available Upon Request.
Curriculum Vitae: Controller
Mary P. Pickford, CPA
222 East 115th Street, B1 • New York, NY 11133919 555-1134 (cell)
m.pick_holliwood@gmail.com
SELECTED PROFICIENCIES
- Accounting supervision • Internal control planning • Forecasting and budgeting • Financial results briefings • PowerPoint board presentations • Matrix Excel models • GAAP, IFRS and tax research: Revenue Recognition SOP 97-2, SOP 81-1, FAS 123r, FAS 109, FAS 52 • Accounting Software, including Great Plains/MS Dynamics, Oracle 1.1 • Industries/areas: software & services, leasing, real estate, internal and external audit, inventory accounting
CPA and Financial Consultant for Tech Firms — NY 2008–Present
Projects include: KingsSpeech, Inc.; Alatriste Corporation; BattleStarGalaktica, Inc., Rain&Cloud Corporation
Assisted CFO and Controllers with implementing best practices in revenue recognition accounting under SOP 97-2, SOP 81-1, EITF 00-21 and ASU 2009-14
- Researched accounting issues for proper treatment under GAAP and drafted memoranda
- Resulted in strategic recommendations to CFO and Controller for adjustments on deferring or recognizing revenue in accordance with best practices and policies
Interim CFO
- Tightened financial management of company implementing department budgeting and spending approvals
o Implementation of plan to breakeven on cash flow
o Secured a $6 million venture-debt/credit line package
- Worked with founders and new sales team to reach $34 million sales goal for 2009
- Developed sales commission plan and personnel review programs to increase operational efficiency
Controller / Director of Accounting and Finance Operations
- Supervised all accounting operations with seven staff members in the US and Alpha Centaurae
o Managed HR: offer letters, commission and bonus plans, medical and 401k plan selection/oversight
- Oversaw $60 million operating budget through application of efficiency-in-spending methods
- Collaborated with department heads in order to successfully monitor budgets and spending caps
- Set up legal entities, accounting/reporting, and office space for Alpha Centaurian/four European branches
- Oversaw all customer contracts for consistency and policy adherence
o Delivered quarterly presentations to board of directors with clear assessment of financial operating results
o Wrote monthly and quarterly financial report for company directors that provided analysis and commentary of favorable and unfavorable variances to board-approved financial plan
o Wrote monthly and quarterly financial report for company directors that provided analysis and commentary of favorable and unfavorable variances to board-approved financial plan
- Supervised implementation of internal control policies for compliance with Borg-Assimilation
o Effectively overcame issues of lean department staffing by working with department supervisors/divisions
o Implemented GAAP revenue recognition under SOP 9-2, lease accounting, and stock option accounting
o Implemented GAAP revenue recognition under SOP 9-2, lease accounting, and stock option accounting
- Managed annual audits performed by PricewaterhouseCoopers
o Successfully maintained yearly auditor adjustments of pre-audit board statements within narrow parameters
George Pickford, CPAs – Champlain, NY 1989–1997Co-Founder/Partner
- Founded an AICPA-member public accounting practice that provided financial statement preparation and reviewed attestation services
- Specialized in closely-held businesses, including software and specialty retail companies
- Provided litigation support services for investors in real estate partnerships and IRS audit representation
Tax Director & AVP External Reporting
- Responsible for all tax matters of public bank group with over $5 billion in assets prior to Wachovia acquisition
- Oversaw preparation of FIDC Call Report and SEC financial reporting
- Represented corporate group before IRS in audit spanning six-year period
o Reduced $35+ million tax deficiency through rigorous analysis/negotiations of complex banking issues
o Exceeded goals in managing tax liability and financial statement impact using aggressive tax strategies; four changes in accounting method with IRS for loans, mortgages, and deposits
o Exceeded goals in managing tax liability and financial statement impact using aggressive tax strategies; four changes in accounting method with IRS for loans, mortgages, and deposits
- Managed preparation of corporate group tax returns including leasing and mortgage subsidiaries
Tax Manager (Neelex)
Tax Supervisor (Sweet Heart, acquired by Neelex in 1980)
- Supervised tax return preparation and review of tax provision calculations
- Wrote and reviewed tax issue research memoranda for various matters
o Communicated info with senior client management and wealthy individuals
o Rendered conclusions on tax matters as well as recommended significant tax-saving strategies
o Rendered conclusions on tax matters as well as recommended significant tax-saving strategies
- Cultivated client industry sector focus on real estate syndications, banking, and consumer products
- Managed client billing, collection, and profitability of services in accordance with firm policy
Price&Prejudice House – Windsor, UK 1977–1979
Tax Senior
Tax Senior
- Reviewed and prepared corporate, partnership, as well as individual federal and state income tax returns
- Assisted managers with research on structuring corporate M&A transactions for favorable tax treatment
- Worked with audit team to provide tax provision work papers and footnote disclosures for corporate clients
EDUCATION
University of Montreal – Masters in Taxation 1987
Kingston University – BS Accounting and Economics 1981
SELECTED CAREER HIGHLIGHTSKingston University – BS Accounting and Economics 1981
- Collaborated with CEO of DataSynapse to raise $45 million of equity financing from Neelex Venture Capital and Seven-of-Nine Private Equity Group
- Earned an Outstanding Achievement Award in 2002 from DataSynapse for significant work with global sales team in exceeding annual plan by doubling sales
- Implemented Great Plains Dynamics with FRx general ledger system and financial statement reporting; resulted in significantly increasing functionality of accounting system.
Controller Position
Work Experience
Controller
SaintLeo University
Grand Prairie, TX
2004 to Present
Oversee general accounting functions, including AR/AP, bank reconciliation, account reconciliation, and Human Resources.
Manage the accuracy and productivity of day-to-day activities of accounts payable, cash disbursements, invoicing/billing, customer credits and collections, payroll, perpetual inventory integrity, fixed asset records, Human Resources, and Operations etc.
Safeguard assets and assure accurate and timely recording of all transactions by implementing disciplines of internal audits, controls and checks across all departments.
Assure financial plans are consistent with organizational goals and identify inefficiencies and recommend streamlined procedures.
Provide financial analysis tools to evaluate company ventures or special projects, programs, capital expenditures, products costing, etc. when necessary.
Work closely with Executive Director & Chief of Finance & Admin in the development and economic evaluation of various fringe benefit programs for staff and program components.
Interface with outside audit firms(s), banks, casualty/liability insurance agent(s), credit card companies, and collection agencies.
Provide a visionary and leadership implementation role on behalf of Finance and Human
Resources to all departments, creating a well-respected and sought after department goal
Consultant
National Association for Specialty Food Trade, Inc
New York, NY
2000 to 2004
Oversee general accounting functions, including AR/AP, bank reconciliation, account reconciliation, and
Membership. Created procedures for various sections within the Finance Department
Process full cycle AP/AR, month/quarter/year end close, posting journal entries to the General Ledger, and assist with audits
Implementing a filing system establishing and maintaining vendor payments/invoice record- keeping purposes
Help evaluate staffing needs throughout the year
Identify inefficiencies and recommend streamlined procedures
Created timelines and procedures and ensuring control
Controller/Director of Finance
Crohns & Colitis Foundation of America, Inc
New York, NY
1994 to 2000
Directed financial management functions including development of monthly/quarterly financial statements, financial forecasts, and budgets for over 40 chapters throughout the US. Oversaw general accounting functions, including AR/AP, bank reconciliation, account reconciliation, and cash management. Carried out internal audits to ensure regulatory compliance and operational efficiency/accuracy. Built and led teams in carrying out special projects.
Develop highly skilled accounting and financial management team to achieve established objectives.
Interacted with the CFO and President concerning financial forecasts and reports.
Spearheaded implementation of procedures for fundraising events that improved tracking reducing operating expenses of events and ensuring control
Strategically aided in restructuring financial reporting processes in accordance with organizational changes.
Implemented a filing system establishing and maintaining vendor payments/invoice record- keeping purposes.
Accounting Manager
Workmen's Circle
New York, NY
1993 to 2000
Prepared financial reports, developed budgets, and performed variance analysis in accordance with business plan.
Compiled periodic financial reporting packages for senior management. Carried out internal audits to ensure regulatory compliance and operational efficiency/accuracy. Supervised A/P and A/R personnel, responsible for Multi-State Payroll processing, Budget Analysis, posting to General Ledger, Bank Reconciliation and Year end closings.
Reduced monthly closing cycle by three days with recommendation of implementing closing procedures.
Reviewed, located and corrected error in Investment accounts.
Education
MBA
KING GRADUATE SCHOOL -
Bronx, NY
1989
BBA in Accounting
MONROE COLLEGE -
Bronx, NY
1998
NSHMBA Member.
Controller CV
Borg Hupburn
Roosevelt, FL. 223
Ph (555) 555-8538
E-mail: Bh@gmarl.com
A professional with a proven record achieving accurate financial results and fiscal objectives
ACCOMPLISHMENTS
Managed ledger accounts for foundation and endowment accounts in excess of $300 million.
Developed corporate cash policy, trained staff and monitored internal control procedures.
Developed close processes reducing month-end close from 30 days to 10.
Developed grants database and grants calendar to monitor activity, timelines and deadlines.
Successefuly implemented a bar-coding system for tracking grants inventory.
Improved billing, receivables and reporting procedures to shorten the billing cycle for our client base.
Implemented a new payroll system to increase processing and accountability efficiency.
EXPERIENCE
Neiroscience, Oakland, CA. September 2009-present
Manager of Finance (reported to CFO and President)
Directed all financial operations for parent and subsidiary companies; including consolidated statements, analysis, cash management, forecasting, budget preparation, all human resources functions, accounts payable/receivables oversight, semi-monthly payroll, disability, 401k and benefits allocations.
Assessed and improved internal business practices to effectively track financial performance, enhance profitability and minimize regulatory compliance risks.
Planned and implemented changes to the accounting system and updated/revised chart of accounts.
Managed relationships with auditors, consultants, sales staff, banks, vendors and insurance companies.
Prepared income tax extensions, quarterly estimated tax calculations and business licenses.
Prepared schedules to support federal/state income tax returns and maintained a tax notice log.
Prepared subsidiary stock valuation calculation(s) and maintained investment portfolio.
Maintained daily cash flow report, monitored all banking transactions, NSF reports and fraud alerts.
Oversaw the accuracy and timeliness of daily EFT & ACH transactions, settlements and client data.
Barrens Inc, New York, NY. November 2006 – August 2009
Grants and Contracts Manager
Prepared annual budgets, vouchers, specialized reports, allocations, desk audits and budget modifications.
Maintained compliance with OMB circulars A-110, A-122, A-133, NYS Char 500 and donor processes.
Managed program directors in all grant functions, regulations, compliance and policies.
Contributed to grant writing processes, maintained funding sources, responded to RFP’s.
Trained program managers on proper expense coding and expenditure classifications.
Reconciled grants general ledgers, sub-accounts, receivables and organized audit data.
Interpretation of notice of grant awards, budgets and contracts, (city, state and federal).
Management of capital and grant spending accordance with contract specifications.
Prepared pharmacy reports in compliance with 340-B regulations.
Managed monthly/quarterly draw-downs and electronic grant submission processes.
Anapharme Hospital, SC January 2000 – May 2007.
Accounting Manager
Maintained general ledgers in accordance with GAAP and SFAS 116 and 117.
Planned and directed all accounting functions including A/P, A/R, G/L and Payroll.
Prepared board reports and consolidated financial statements.
Managed accrual, fixed asset and prepaid accounts.
Assisted with the preparation of schedule K-1’s, sales & use taxes; filed for extensions as appropriate.
Partnership P & L analysis, invoice preparation per contracts and monthly billing.
Maintained commercial property leases, CPI escalations and property tax schedules.
Maintained corporate tax and property tax schedules for timely payment submissions.
Prepared monthly and yearly close schedules including 941 reconciliations
Responsible for year-end audit prep, 1099 and W-2 processing.
Managed corporate banking transactions including daily wire transfers and check signing.
Filed annual state returns for unclaimed property.
Maintained employee procedure manuals and corporate handbook.
Maintained physician revenue, billing and schedules.
Conducted inventory audits of ancillaries and assisted with external audits.
Responsible for 501 (c) 3 reporting, donor/endowment analysis for proper journalizing.
Assisted with the filing of 990’s, cost reports and A-133 audits as assigned.
EDUCATION
Maryland State University, Maryland
Bachelor of Science, Finance
Licensed Notary, Vermont State
SKILLS
Payroll Systems: ADP, Paychex and Paylocity. Accounting Systems: Sage MIP, Great Plains Dynamics, FRx Reporter, Blackbaud-Financial & Raisers Edge, Solomon, Peachtree, Navision and Oracle based systems.
Medical Software: Meditech, IDX and I-Suite.
Microsoft: Access, Excel, Word, PowerPoint, Outlook, Visio, Project and POS 2.0.
Controller
EXPERIENCE
SUMMARY: Hands-on Controller with extensive experience partnering with line management to foster growth. An experienced negotiator with strong accounting and management skills.
New World 02/08-Present Controller
Recruited to organize and streamline Accounting and Administration for this content and live events company.
Responsibilities
Develop new reporting systems and financial controls to improve cash management and financial reporting.
Accounting, Personnel, and Administration.
Live events management around event and onsite, dealing with talent, arena management and taxes.
Accomplishments
Converted the company to a PEO client, saving unemployment, workers comp and benefit costs.
Cut direct expenses and personnel costs by 30%, to bring the cost structure more in line with revenue.
Developed meaningful financial reports using the existing MAS 90 accounting software and Quickbooks
Transitioned private companies to a publicly held consolidated entity .
International League 013/02-04/08 Controller
Recruited to create and manage financial controls and reporting to launch a fledgling sports league and control all treasury functions for the $30M investment.
Responsibilities
Provided SEC, 10K, 10Q, and SOX 404 reporting, as well an internal reporting against budget and plans.
Established and maintained relationships with state governments and athletic commissions to meet legal requirements.
Provided onsite, hands-on management and support for the national live events and TV production operations.
Maintained Accounting, Personnel and insurance administration functions.
Accomplishments
Converted the original LLC to a C-Corp, facilitating a $3M initial investment.
Facilitated the transition to a public company, resulting in additional investment of $14M.
Managed the company relationships with external auditors, SOX consultants, vendors and bankers.
Self-Employed 05/01-03/04 Management Consultant
Responsibilities
Provided accounting and technology expertise to companies with complex business problems.
Developed the required financial and operating infrastructure at Indeed, the search engine for jobs.
Productized the Newstex value-add module to recognize public companies for news feed products.
Re-trained and re-launched Salesforce at Comtex, an internet news distribution company.
Accomplishments
Converted an LLC to a C-Corp, then establishing that C-Corp as a PEO client.
Established GAAP compliant financial systems and revenue generating treasury practices.
Improved a 50% customer retention ratio to 90% as part of a Sales reorganization.
Converted Sales reporting to real-time one-click Salesforce reports available to management.
BGO South Park 02/99-04/01 Controller
Designed, implemented and managed financial reporting systems for an online game start-up e-commerce company.
Responsibilities
Developed the accounting system and internal controls to collect and report on operations and projects.
Managed the project to design and write the backoffice programs to interface with CS and Accounting.
Created Customer Service policies, practices, and guidelines and provided escalation support to CS staff.
Accomplishments
Completed the backoffice module on time and on budget.
Established offshore hosting of online game servers for 50% savings in hosting fees.
Wizardworld, Inc. 10/97-01/01 Controller
Developed financial operating systems supporting a start-up with a new e-commerce business model.
Responsibilities
Developed the infrastructure to assess, collect and report revenues and results for disparate business offerings.
Assumed responsibility for a U.S. marketing company and two Canadian service companies after acquisition.
Designed and implemented internal control systems for four operating companies in compliance with SOX 404.
Accomplishments
Combined backoffice responsibilities for the three additional companies for an annual savings of $250K.
Proposed and integrated a new fee for an existing service, increasing revenue 20%.
Iogear Ventures 02/95-11/97 Controller
Developed and managed accounting and procurement systems for this e-commerce online auction company.
Responsibilities
Managed Accounting and Purchasing for this e-commerce company ($20M/yr).
Performed extensive budget, forecast, strategic and tactical planning.
Served as audit interface with Times Mirror internal audit and PWC.
Successfully launched and later sold UK and Australian subsidiaries to Freeserve and Yahoo!.
Accomplishments
Migrated existing hosting agreements to a new relationship better able to meet growing technology demands.
Negotiated a $150,000 cash savings through billing adjustments.
Structured the release in a way that avoided an additional $120,000 in contract termination penalties, for a total of $400,000 in savings.
Set the bar for employee retention, with no resignations for two years.
Hill Arts & Entertainment Sys. , Inc. 1988-1997 Controller
Recruited to develop reporting and control systems in a technology solution and consulting venture.
Responsibilities
Managed Accounting, Contracts Administration, Human Resources, and Purchasing for three domestic corporations and one European subsidiary.
Established responsibility-based financial reporting, and assumed extensive budgetary responsibilities.
Accomplishments
Reorganized the company after determining that it was losing ground despite strong operational achievements and sales growth. Returned the company to a cash-neutral position within 3 months.
Implemented a strategic plan to place the company in a position where it could sell its assets.
Negotiated long-term payment plans and settlements to address liabilities and eventually go public.
EDUCATION
BS Accounting from Fairfield University. Continuing education classes in accounting, IT and management.
SOFTWARE
Netsuite
Quickbooks
Microsoft Office
Salesforce
Oracle
MS SQL.
Accountant-Controller
Vicky Lemoyne
133 Montague Street, Apt. 19
Rochester, NY 55555
(H) 718-555-5520 (C) 555-555-1421
Vickylemoyne1@pol.com
VERY EXPERIENCED ACCOUNTANT – CONTROLLER
Financial Reporting / Managerial Reporting / Budgeting / Forecasting / Cash Management / Consolidations
Financial Controls / Manage Audits / Bank and Credit Card Reconciliations / Fixed Assets / Payroll
Accruals / Prepaid Expenses / Accounts Payable / Accounts Receivable / Collections / Benefits
For Profit / Non-Profit / MBA
_________________________________________
PROFESSIONAL EXPERIENCE:
Longueuil Initiative (years)
Chief Accountant
Helped convert accounting software from Dynamics to Quickbooks. Then responsible for cash flow analysis, bank reconciliations, monthly close, managing Indian transactions (paying bills, paying taxes), financial statements (consolidating four companies), fixed assets, prepaid expenses and credit card anal(ysis and reconciliation.
St. Roch Ltd (years
Senior Accountant
Initially, straightened out assets accounts including fixed asset, prepaid expenses and advances before audit. Responsible for accounts payable, monthly close, back-up for payroll and general trouble shooting.
Montreal’s conservatory of music (years)
Accountant
This was a part time job. It consists of accounts receivable, accounts payable, bank reconciliations, helping with year end audits, and collections. /Software: Quickbooks then switching to MIP.
Kinestatic Therapy (years)
Accounting and Human Resources Administrator
In charge of financial and management accounting, payroll, and human resource contact for approximately 50 people
Pauline Marois Company (years)
Controller
In charge of financial reporting, yearly budgets and quarterly re-forecasts, management reporting (monthly regional scorecard), cash flow and financial controls. Initially used Quickbooks, but changed to Oracle Financials to facilitate worldwide consolidation. Responsible for monthly close and year end accounting. Trained counterpart in Miami office in same function. Supervised bookkeeper. Temenos USA is a subsidiary of a public Swiss company which sells and installs banking software.
The Journal of Commerce (Subsidiary of The Economist Group (years)
Lan Marketing analyst
Managed contact management system and trained sales force to use it. Instituted and maintained circulation forecasting (MPMExpress). Provided revenue projections for budget and planning purposes. Prepared weekly performance reports for circulation and sales. Job entailed many special projects such as analysis of SIC codes of subscribers (D&B), analysis of customer base, analyzing cancellations and renewal rates using downloads from fulfillment system (ARGI). Extensive use of Access queries.
CONSULTING ASSIGNMENTS:
Chase Manhattan Bank (Developing Countries Capital Markets, New York, NY), World Bank (Industry and Energy Department, Washington, DC), Whitman Walker Clinic (Controller’s Department, Washington, DC), T. Rowe Price (Discount Brokerage and Institutional Marketing Departments, Baltimore, MD), Alliance Capital (Financial Reporting, New York, NY), Amalgamated Life (Investment Banking, New York, NY), Merrill Lynch (New York Equity Sales, New York, NY), Citibank (Fixed Income, New York, NY), Lenox Hill Hospital (Outpatient Accounts, New York, New York).
Bureau of Treasury (years)
Database Consultant
Restructured Parent/Sub relationships within mainframe database and researched clients to create link with investment banking database. Evaluated prospecting databases from vendor tapes to ensure integrity of data. Researched discrepancies with prior database, particularly S&Ls.
Developed, documented and implemented computerized cash forecasting system (DBase III application). Conducted a pension fund analysis of the New York City Pension Systems (with over $30 billion in assets), including asset allocations studies and profitability analysis. Analyzed and documented treasury systems, including mainframe, micro and manual systems. Recommended improvement to systems. Analysis conducted using DBase III and Symphony, as well as FOCUS, SAS, Pascal and ForecastingPlus.
EDUCATION
NEW YORK UNIVERSITY GRADUATE SCHOOL OF BUSINESS ADMINISTRATION (STERN)
MBA in Finance.
CUNY BARUCH
Accounting Courses in anticipation of applying for MBA
STATE UNIVERSITY OF NEW YORK AT STONY BROOK
BA in Art and Psychology
SOFTWARE
Accounting Systems: Quickbooks, Oracle Financials, Accounting Construction Plus, Sage MIP
Spreadsheets: Lotus, Excel
Programming Languages: C, Pascal, SAS
Wordprocessing: Microsoft Word
Databases: FoxPro, Access
Communication: Lotus Notes, Outlook
Hobbies (optional).
Controller Position CV
Juan Domingo Peron
71 Eva Street, 3A
Lachutte 19907
juan@gmoil.com
(333) 555.6994
EXPERIENCE
Safety-C, Sherbrooke, Quebec Canada
Assistant Controller May 2008 - Present
Prepare monthly financial statements, inclusive of supporting work papers and ledger activity.
Review and book entries for significant transactions and activities, including to acquisitions, dispositions, and refinancing.
Compose monthly, quarterly and annual financial reports and analysis for both internal management and the corporate consolidation.
Manage cash flow through effective A/R and A/P management prepare detailed weekly cash flow analysis for both internal management and corporate consolidation.
Develop client profitability reports/analysis generated from internal job costing software and be able to share the data with all users to help develop client pricing
Assist the Unit CFO with banking activities inclusive of detailed bank reconciliations and daily cash position reports.
Create monthly P&Ls, Balance Sheets, Cash Flow worksheets
Coordinate the entire consolidation process of the various dynamic entities
Prepare financial reports and analyses to senior management
Company accounting and budgeting, including financial statement preparation, accounts receivable, accounts payable, payroll and benefits, cash management, banking, taxes
Develop solutions to ad-hoc analytical and reporting requests utilizing available tools and technologies
Pibody LIN, New York, NY
Financial Analyst Jun. 2005 - May 2008
Forecasted estimated fees for large engagements
Compared budget vs. actual to recognize gain or loss on financial service contracts
Calculated revenue impact on gross investments
Supervised, monitored, and oversaw duties performed by entry-level analysts
Performed quality reviews and provided performance feedback quarterly to noted employees with critical assigned projects
Provided monthly financial reporting package including forecasts and bi-monthly operating analysis
Oversaw financial services portfolios for partners within Banking and Capital Markets
Analyzed financial and operational results versus forecast, planned/significant variances and communicated findings to Finance practice leaders
Conducted research on clients using global financial system tools and performed controls testing
Prepared annual expense and capital budgets as well as compiled independence listing of legal entities
Worked with strategy and project management teams to translate proposals/service agreements
Executed revenue allocations based on forecasts provided to senior management periodically
Identified and analyzed the key business drivers of the budget and craft commentaries
Influenced revenue directions in regards to growth & business decisions by building, tracking and reporting out key performance business metrics using financial modeling templates
Reduced client churn by leveraging internal/external resources and utilizing marketing strategies
Significantly increased firm's compliance with SEC policies by teaming with Independence manager to develop efficient tracking tools for firm and client procurement approvers
Developed and prepared reporting packages detailing the analysis and interpretation of corporate cash activity on a daily, weekly, and monthly basis for presentation to Senior Management
Acted as liaison between the banks and the firm resolving deposit discrepancies
EDUCATION
Sherbrooke University, Qc, Canada
Bachelor of Arts in Economics May 2004
Study Abroad, Paris, French Aug. 2003 - Dec. 2003
Researched and wrote on international economic issues on European Economic Community
LEADERSHIP EXPERIENCE
Economic Fraternity Inc., Sherbrooke, Qc, Canada
Vice-president September 2002 - May 2004
Pee Wees Multicultural Group
Mentor Sept. 2003 - May 2004
Awards and Recognition
Outstanding Community Service; Chapter Programming May 2004
SKILLS
Proficient in MS Office (i.e. Excel - VBA, Macros, Lookups, Access, PowerPoint); Quickbooks; Timberline; File Management programs; Lotus Note database management; Bilingual: French
Controller Position CV
Michael Buckspain, CPA
235 St-Cataline Avenue, Pound Ridge, Soná 555345
555-555-8342 - mbucks@gmail.com
Management Executive experienced in all facets of financial and operational functions. Focused on contributing to the bottom line through efficiency, controls and risk reduction. Demonstrated and proven consistency in developing highly effective teams to meet business needs and building successful relationships with external professionals.
EXPERIENCE:
MB Financial Accounting Consultant 2007-present
Perform various accounting activities. The following are some of the clients:
Costa-Rican Pet Foods. CFO for this startup.
Implemented accounting operating procedures and financial reporting.
Developed financial analysis. Helped spur sales increases of 25% per month.
Ensured internal controls were instituted.
Surfing’Sailing, CFO for this multi-million dollar operation
Reduced freight bill by 40% through correction of pricing.
Organized G/L reconciling accounts which had not been done in 5 years
Stepping Rolling Hills, Accountant
Improved reporting, reducing time spent by 15%
Improved coding of sales, reducing taxes by 20%
Bronxville Real Estate Company
Responsible for maintaining G/L for multi-million dollar company.
Improved closings each month from tenth day of the month to the second business day.
Computerized paperwork utilizing Excel. Reduced time by 10%.
Saved approximately $300/month in interest and penalties on accounts payable through improved monitoring.
Maisonneuve Auto Service Experts 1987-2006
Owner/Operator/CFO
Performed all accounting, treasury, budgeting, financial reporting, insurance, and benefit activities (as well as quarterly and yearly tax filings) for several location multi million dollar Maisonneuve shops.
Implemented planning and operating procedures that increased sales by a minimum of 30%.
Adapted budgeting process that focused on sales and cost of goods. Improved sales by 20% and cost of goods by approximately 10%.
Negotiated 10% reduction in costs from suppliers leading to more than $45,000 in savings.
Vastly improved teamwork between front office and floor. Focused on superior customer service reducing waiting time for estimates by more than 25% with a 15% improvement in number of approvals for work.
Computerized transmission of point of sale information eliminating manual entry. Saved ½ day of work per week.
Detroit Metals Corp., NY (subsidiary of Shell Oil) 1978-1987
Vice President of Finance, CFO - Member Board of Directors
Managed all administrative, accounting, and treasury functions for this $600 million subsidiary of Royal Dutch/Shell. Directed quarterly reporting to the Division, payroll, benefits, budgeting, and forecasting. Oversaw internal and external audits/auditors.
Improved closing times 35%; streamlined procedures, improved computer usage.
Re-organized workloads resulting in reduction of head count by 5%.
Increased customers by 20% and simultaneously reduced receivables risk factor through careful and extensive analysis.
Analyzed trading patterns of various products; discovered one product could take better advantage of strategies resulting in additional profit of $70,000.
EDUCATION:
MBA Finance/Accounting, Johnson School of Business, Cornell University
BA Economics, Queens College of CUNY
CERTIFICATION: Certified Public Accountant.
Controller
Work Experience
Controller
First Environment, Inc
March 2014 to Present
Designing and implementing accounting processes and procedures to improve efficiency and strengthening internal controls.
Maintaining general ledger chart of accounts, codes, classes and departments.
Oversee the preparation of the monthly financial statements, quarterly and annual reporting.
Assist with contract negotiation and risk management.
Oversee all Treasury responsibilities including cash management and manage the day-to-day banking relationships.
Partner with other department heads to advance and support the company's growth and profitability.
Support the strategic plan; monitors, analyzes, and reports on variances. Make suggestions and recommendations to business leaders with a focus on cost controls and finding efficiencies.
Manage external and statutory financial audits.
Assistant Controller
Real Media, Inc
May 2007 to February 2014
Review and analyze financial reports for presentation to senior management in a timely manner.
Participate in strategic planning process for the company and be part of senior management team.
Supervise the monthly close process, including the review and maintenance of the GL, review of supporting schedules and account reconciliations.
Manage & Direct Financial(GAAP&IFRS)/SOX audits and resolve issues and report progress to senior management.
Ensure a system of internal controls is in place with mandatory SOX controls and update and enhance existing controls.
Responsible for a preparation of the annual budgets and quarterly forecasts.
Partner with business unit manager to provide financial analysis to assist in decision making process.
Assist in the development of variable compensation plans such as commissions and bonuses; oversee implementation and payout.
Maintain various internal systems used for employee expense reimbursement & sales order approvals.
Responsible for Global Consolidation.
Assistant Controller
Broadview Networks
October 2001 to March 2007
Responsible for General Accounting and monthly closing process.
Manage a professional staff of 10.
Financial Planning & Analysis, budgeting, forecasting and business analysis.
Provide financial modeling and analysis for major company deals.
Partner with other senior financial management to evaluate finance department structure and enhance efficiency and effectiveness of group.
Provide a Covenant Reporting for capital investors.
Manage Financial Statements Design and Maintenance as well as creating a special report based on request.
Documentation of Policies & Procedures and Internal Control Review & enhancement.
Manager, Corporate Finance
Media Planning Group
August 2000 to October 2001
Responsible for all financial reporting including monthly closing, quarterly reporting and annual reporting to HQ overseas.
Leading and managing a finance group that consists of 2 financial analysts and 2 Account Payable coordinators.
Performs various analyses on P&L and Balance sheet and variance analysis for budget, forecast and actual.
Responsible for extensive inter-company settlements with various divisions under Havas.
Reviewed and approved business group expenses.
Financial Manager
AGFA Corporation
February 1992 to July 2000
Overall financial responsibility for NAFTA Region (US, Canada and Mexico) including various financial analyses, monthly closing, payroll, maintaining and reviewing P&L/BS, account analysis including various reserves and diminutions accounts.
Provide monthly financial report packages with recommendations to senior management. Responsible for all annual budgeting activities and performs monthly budget/forecast/actual variance analysis and financial modeling.
Reviewed and approved business group expenses.
Developed and executed sales compensation plan for the entire sales/service group.
Managed cash activities and procurement area.
Financial Analyst
MTV Interactive
January 1991 to January 1992
Monitored and controlled all revenue activities including overseeing A/R functions and cash flows.
Liaison between finance and sales group. Reviewed and approved vendor credits for business development.
Prepared yearly budgets and analyze variances between actual and estimates monthly.
Prepared financial statements and P&L analysis.
Responsible for all monthly closing activities including monthly journal entries, establishing accruals and balance sheet allocations.
Prepared bank/sales reconciliation and quarterly sales commission calculations. Ad hoc projects.
Accountant
SONY Electronics Inc
February 1989 to January 1991
Journalized and reconciled balances to G/L and settlements. Processed and managed Inter-Company transactions.
Performed P&L analysis and consolidate financial reports monthly.
Prepared bank/sales reconciliation, royalty calculations, balance sheet allocation and budget/actual analysis.
Executed various levels of financial/account analyses.
Education
Bachelor of Science in Accounting and Finance
State University of New York at Buffalo -
Buffalo, NY
1995 to 1999
TECHNICAL SUMMARY
Financial Systems: SAP, Business Warehouse, Oracle Financial, Great Plains, Donovan Data System, Business Object, JD Edwards, TM1, Cognos, FRx financials and Cartesis.
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