Anne Jacob Email & Phone Number

Columbia, South Carolina Area

Assist CFO with the financial affairs of the organization and with the preparation of financial analyses of operations. Lead and support the accounting staff and financial team to ensure the financial reporting and accounting processes are sound, accurate and uniform.

Columbia, South Carolina Area

CES is a Professional Employer Organization (PEO) that provides HR management, employee benefits, payroll, and workers’ compensation services to employers throughout the Southeast.– Report to the CFO. Leading a team of six people in the Accounting and Payroll Department.– Standardizing processes and policies to make them more efficient and compliant.

Griffin, Ga

– Hired to lead the transition of the accounting department from the administrative offices in Chicago to the manufacturing facility in Griffin. Responsibilities include hiring of personnel for the various accounting positions, learning the processes and procedures to train the local team, train with current (retiring) Controller on her roles and responsibilities and managing overseas accounting office.– When transition is complete, the role will focus on streamlining the processes, promoting efficiencies, overseeing the month end close process, managing yearend audit, and assisting with computer software upgrade integration.

Peachtree City, Ga

– Reported to the CFO. Led a team of 20 people in the Accounting Department.– Promoted to Controller due to expertise in establishing standardized financial processes, and ability to build positive relationships with Corporate Finance Team. After acquisition by Oaktree, relocated to Atlanta as Osmose Utility transitioned to a stand-alone entity in preparation for sale. – Assisted in transitioning all corporate accounting functions from Buffalo to Atlanta. Assistance included hiring and training the treasury manager, financial reporting and tax manager, fixed asset manager, and cost accountant.– Produce required internal and external reporting. Provided analyses, trend reports, and other forms of support. Researched and interpreted data to answer inquiries from leadership.– Communicated financial information to non-financial managers.– Assisted in three purchase transactions; reviewed due diligence material. Integrated planning and execution.– Coordinated all audit activity with big four audit firms including review of complex sale and purchase transactions.– Established standardized financial processes for revenue recognition (including percentage of completion). Streamlined payables, expense approvals and coding, fixed asset approval, and tracking employee expenses. Project reduced headcount by two people, and improved expense report turnaround time by 50%.– Designed and implemented detailed month-end close processes identifying all recurring entries, assigning responsibility for their generation and timely reconciliation of all balance sheet accounts. Reduced closing time from 10 days to eight days.– Developed rate review and analysis process to balance individual month end project reports enabling review of product, customer and business segment profitability.– Managed inventory for multiple locations; coordinated inventory counts, calculated standard costs, and calculated monthly purchase price variance and account reconciliations per physical counts.

Buffalo, Ny

– Brought in as an Accounting Manager to assist in the design and implementation of PeopleSoft project costing modules company-wide.– Re-organized and streamlined the Accounting Department, eliminating unproductive functions and created a high performance, fully utilized team. Reduced headcount by two FTE’s.– Member of team that designed and implemented coding for the new PeopleSoft job costing system. Interfaced regularly with the team, comprised of company leaders in IT, invoicing, finance, and project delivery. Trained staff in coding processes.

Buffalo, Ny

– Planned, directed, and coordinated all accounting functions for three divisions including financial relationships, (banking, bonding, insurance), financial projections, commission tracking, budgets, month-end close with divisional financial statements, payroll, and all associated reports and audits. – Led a team of 12 direct reports in our estimating, project management, installation, design / drafting, warehousing, human resources, and IT departments.– Administered employee benefits including 401(k), group health insurance, and life and disability insurance.– Developed formal accounting procedures, templates and procedures for order entry, purchase orders, job costing, change orders, month-end close, commission tracking, project status, and project close-out.– Designed and implemented integrated job costing system with all associated processes, forms and approval process. This included creation of cost codes, estimate template, revenue recognition process, variance review, job status reports and tie-in to general ledger.– Collaborated with department managers to develop standard operating procedures and departmental policies.– Created procedure manuals for all office and field operations. Produced employee manual and safety policy for administrative and installation personnel.– Developed project management worksheet for sales staff to utilize in field to assist in defining project scope and design layout.– Personally managed several laboratory renovations including estimating, drawing review and approval, contract review and negotiation, and scope development for subcontracts.

Buffalo, Ny

– Promoted in 1991 to Manager of Customer Services, with responsibility for directing the Laboratory Products Division engaged in estimating, project management, corporate design drafting, and warehousing. – Assumed additional responsibility for the Contract Business and Airflow Systems divisions.

Buffalo, Ny

– Recruited to manage the Accounting Department, with responsibility for accounts receivable, accounts payable, financial reporting, cost tracking, sales commissions, payroll, and employee benefits.