This collaborative CFO/COO with a bachelor’s degree in Finance and an MBA has extensive experience leading global and local business units. Expertise includes resolving complex financial issues while developing and supporting finance personnel across the enterprise and managing recurring revenue models, process outsourcing, shared services, real estate, cash flow optimization and acquisitions.

Additional qualifications include:

• Developed and implemented strategic plans that transform organizations, drove organic growth and expansion through acquisitions and supported business strategy through collaborative development of aggressive but achievable budgets and forecasts
• Led operational consolidation of two organizations, resulting in the elimination of duplicate functions, a 15% reduction in headcount and annual savings of over $3 million
• Led consolidation of accounting functions from multiple locations to one resulting in over $500,000 annual savings
• Managed monthly close process for an operating division with multiple business units and product offerings with over $1.3 billion in annual revenue
• Managed all aspects of the corporate income statement including analysis of gross margin, selling and administrative expenses, cash flow and balance sheet projections
• Led cross-functional teams to improve collections and improve accounts receivable metrics by 15%
• Worked with CEO to develop strategic plans and launch new programs to respond to market needs
• Worked closely with senior management and the board of directors on integration activities for the two organizations, creating annual savings of over $3 million
• Led an organization through successful financial budgeting process by implementing rigorous analytics
• Streamlined benefits and other HR programs creating cost savings and improving employee satisfaction
• Managed the annual plan and quarterly forecast process, including extensive direct coordination with senior management
• Integrated numerous finance offices into the Chicago office creating annual savings of over $200,000

This hands-on Senior Finance/SEC Reporting Director with a CPA has extensive experience in both corporate and public accounting. Expertise includes SEC reporting, technical accounting research, standards implementations, mergers and acquisitions and revenue recognition. Industry experience includes manufacturing, oil & gas, architectural/engineering, technology services and Big 4. Systems experience includes SAP, Oracle, PeopleSoft, Workiva/Desk, Hyperion, Essbase and SharePoint.

Additional qualifications include:

• Managed Topic 606, leasing matters, and Topic 842,  expected credit losses and Topic 326, consolidation, non-controlling interests, segmentation, deferred taxes, pensions, cost allocation, variable interest entities, derivatives and fair value accounting
• Researched, analyzed and implemented new accounting pronouncements from FASB, EITF, SEC and AICPA to determine impacts on clients
• Prepared memorandums and presentations to upper management on the accounting treatment of significant transactions such as accounting issues primarily related to acquisitions, divestitures, derivatives, leases, consolidation issues, special purpose entities, variable interest entity issues, debt, revenue recognition, earnings per share, segmentation and accounting for impairment triggers
• Structured transactions from a U.S. GAAP/EITF/DIG/SEC compliance accounting perspective around power assets such as coal-fired and gas-fired cogeneration facilities at an Energy company
• Determined the proper accounting treatment for coal and gas purchase agreements, power sales agreements and operating and maintenance agreements
• Managed accounting models evaluated in determining the proper accounting treatment were mark-to-market, accrual and lease accounting.
• Completed the scoping, gap analysis and implementation of CECL and ASC 326 for a publicly traded financial institution
• Researched and implemented revenue recognition (ASC 606) and lease accounting (ASC 842) for a multi-media firm
• Prepared technical accounting white papers related to cost allocations, basis of financial statement presentation, income taxes, pensions and postretirement benefits, derivatives, leases, consolidation issues, special purpose entities, variable interest entity issues, debt, revenue recognition, earnings per share, segmentation and share-based compensation
• Drafted and reviewed SEC filings to ensure proper disclosure and letters to the SEC on various accounting matters
• Performed international secondment including SEC filings on Form F-1, Form 6-K, Form 20-F, and Form F-3
• Consulted with clients in Indonesia and assisted those clients with their respective IPOs in the U.S.
• Prepared five years of restatements, including forms 10-K and 10-Q, resulting from the following changes in accounting policy; share-based compensation, discontinued operations, restructuring and disposition of assets
• Performed quality review and enhancement of the internal control assessment under Section 404 of SOX
• Identified action plans to address internal control deficiencies
• Tested operational, information systems and financial controls

This seasoned Tax Manager/CPA with a master’s degree in Taxation has more than 6 years of experience in the tax function. Industry experience includes real estate and public accounting. Systems experience includes GoSystems, CCH Access, RIA Checkpoint, BNA Income Tax Planner, CaseWare, QuickBooks and Excel.

Additional qualifications include:

• Managed three team members
• Worked with various clientele, 80-90% of which were involved in real estate corporations (multifamily, residential, commercial)
• Maintained a strong understanding of C-Corps, S-Corps, Partnerships & Individuals

This highly motivated Financial Systems Manager with a bachelor’s degree in Finance has extensive experience in the finance function. Recent experience includes financial planning and analysis, forecasting, compliance, application/process improvements, finance system troubleshooting, Agile/Scrum methodology, ERP Systems implementations, SEC reporting, accounting and automation. Systems experience includes Alteryx, SQL, Tableau, Hyperion Brio, Visual Basic, Essbase, Concur, Avid, Oracle Financials, Yardi, Sage 300, JD Edwards, Power BI, Kofax, Workday, Adaptive, Convey 1099, Kapta, Python, HTML, Java, Peoplesoft. SAP 4 Hana and Excel.

Additional qualifications include:

• Developed and managed financial applications to support accounting department functions comprised of 120 end-users
• Oversaw automation of closing and reconciliation processes, used disruptive technologies entailing advanced robotic process through SQL, macros, and visual basic coding, data blending, and spatial, predictive, and advanced analytics with Alteryx and oversaw front-end reporting through Tableau
• Partnered with accounting and operational teams to implement new system that streamlined closings and improved SEC reporting, and used artificial intelligence to reduce reporting time by one day
• Used SSRS SQL downloaded data for external reporting and implemented several alternatives of sources for visualization
• Developed case scenarios for issues that arose from everyday JDE application accounting use and provided resolution through modifications to actual code (Java and C++)

This bilingual (English & Spanish) Controller with an MBA in Accounting and Finance has more than 15 years of experience working for multinational and multistate companies. Recent experience includes handling the month-end close process and financial statements. Systems experience QuickBooks, Peach Tree, SAP, MS Great Plains and Excel.

Additional qualifications include:

• Managed the month-end close process, financial statements (B/S, P&L, CF), sales taxes for 30 states, revenue recognition, budgeting, forecasting, variance analysis and intercompany consolidation
• Maintained a strong understanding of U.S. GAAP, IFRS
• Managed and mentored small teams

This talented Senior Accountant/CPA with a master’s degree in Taxation has extensive experience in the accounting function. Recent experience includes preparing for month-end close by creating journal entries and performing account reconciliations and preparing quarterly and annual GAAP-compliant financial reports. Systems experience includes QuickBooks, MIP Abila, Oracle MRP, Sage Mas 90, Salesforce, Turbo Tax and Excel.

Additional qualifications include:

• Analyzed revenue reports for budget efficiency
• Approved payroll and travel expenses
• Prepared bank reconciliations and foreign currency translation
• Prepared monthly financial statements and trend reports
• Audited financial statements