Steve Dougherty Email & Phone Number

Alexandira, Virginia

Implemented Net Suite and Great Plains to streamline processes, reduce operating costs, and improve efficiency. Oversees accounting, operations, human resources, and IT functions, ensuring seamless coordination and optimal performance throughout the organization. Identifies key drivers, creates budgets, and develops forecasts that enhance financial.

Washington, District Of Columbia, United States

Spearhead the coordination and establishment for integration planning, tracking and processes in accordance with the asset purchase agreement. Collaborate directly with senior management teams, owners, and stakeholders during all phases of transaction's execution. Responsible for transitioning customers and transaction data in agreement with the contract..

• Managed the firm's day-to-day ten person operations team including Finance, HR, IT, Facilities and Marketing departments, implementing new processes and technologies to improve efficiencies and collaboration within the.
• Created budgets and monthly executive reporting package identifying key drivers and metrics of performance against budget, forecasts and prior years and developed recommendations for improved financial performance.
• Grew gross revenues 64%, Net Income 56% and total full-time employees 59% while keeping general and administrative expense (G&A) costs flat during the five years reducing G&A expense as a percentage of gross revenue.
• Developed rolling continuous forecasting allowing for corrective actions immediately to ensure groups meet their targets.
• Reduced and reconfigured company’s spacing requirements by one half of a floor saving the firm over $250K per year without reducing hoteling space.
• Implemented Human Resource Information system simplifying onboarding processes and allowing a central repository for all personnel information to simply proposals, performance appraisals and other workflows.

• Directed the strategic planning and financial soundness for this nonprofit. Managed financial statement preparation and developed analytical reviews for the CEO and Board of Directors. Coordinated annual audit and.
• Developed the annual budget and reordered programmed events saving the foundation $330K annually.
• Renegotiated merchant fees saving the foundation more than $75K annually.
• Implemented new policies, that resulted in increased net assets of $4M during tenure as the CFO and Controller allowing for investments to stimulate future growth.
• Digitalized the Foundation's financial documents archiving them within established retention guidelines.
• Managed the migration of a 25-year-old fulfillment system increasing efficiencies.

• Provided oversight of financial reporting, annual audits, and transactional processing for the Close Up Foundation and the Psychiatric Institute of Washington. Coordinated the annual budget process, using metric-based.
• Shortened the accounting close by over 30 days by implementing Microsoft's Great Plains accounting application, improving processes, and documenting related procedures.
• Reduced uncollectible AR write offs by over $140K by applying cash daily and following up on receivables prior to attendance of participants.
• Collected on prior year's ACH write offs saving the foundation over $100K.
• Contacted various State entities to obtain previously submitted erroneous taxes more than $240K.
• Transitioned one half of the accounting staff positions to another location, leveraging OPI's offshore capabilities and accounting expertise while reducing total costs.

• Managed the monthly revenue close with responsibility for the recognition of license, maintenance, professional service fees, and royalties due from international resellers. Provided financial analysis on all revenue.
• Developed reports for revenue analysis from multiple ledger packages which provided management a single view of multiple revenue sources.
• Utilized strong knowledge of US GAAP, IFRS and SOP 97-2 to improve systems.

Spun off the Thomson Technology divison, which a portion became Artesia.

General Ledger, Cost Accounting, Financial Statement preparation, Budgeting and Forecasting, and implementation of Financial systems.