Heidi Shimp - Fava work email
- Valid
Heidi Shimp - Fava personal email
- Valid
Heidi Shimp - Fava phone numbers
Heidi is a Senior Financial Executive and Strategic Business Partner with 20+ years’ expertise leading organizations to achieve financial health and next-level success. Leading through influence, as well as with collaborative partnerships, she has immersive experience in Fiscal Accountability, Financial Operations, Accounting Processes, Budget Management, Regulatory Compliance, Internal Controls, Cost Savings, and Annual Audits. Heidi leverages a 360° business perspective to achieve complex business charters, long-term financial health, and value-added solutions. With a legacy for inspiring excellence throughout her career, she invests personally in the training and development of future leaders. Executive Value: ★ Strategic Vision & Execution ★ Global Multi-Subsidiary Reporting ★ FP&A LeadershipLeadership distinction:➤ Prior roles as: Director of Budget and Finance (AAA Carolinas) leading through a decade of rapid growth; and Assistant Controller for 5 US/multinational entities (RoperASW, a market research firm). ➤ Secretary and Director, Insurance Board of Directors (2016 – Present)➤ CPA knowledge (previously held CPA license); BS Degree, Accounting➤ Trusted authority in Treasury, Internal Audits, External Audits, Consolidated Entity Reporting, & Tax.➤ Prepared annual budgets for $200M in revenue, and held financial accountability for HQ & 56 offices.➤ Other: Maintained contract compliance and financial oversight for a fleet of 250 ambulances contracted to FDNY (Controller, Professional Vehicle Sales); and Accountant (Property Management Company).☑️ Business Acumen: Annual Operating Plans (AOP); Forecasting; Budgeting; Financial Infrastructure; Operational Improvements; Consolidated Financial Statements, Financial Analysis & Reporting; P&L Management; Compensation Planning; Asset Management, Risk Management; Technology Innovation; System Implementations; Customer & Vendor Relationships; M&A due diligence; GAAP, STAT, & IFRS; Not-For-Profit & For Profit; HR; Organizational Leadership; 5-Year Business Plans“The function of leadership is to produce more leaders, not more followers” ~ Ralph Nader
-
ControllerMaxwell Group, Inc. Jun 2022 - PresentCharlotte, Nc, Us
-
ControllerSam'S Holdings, Llc Feb 2021 - Apr 2022Matthews, North Carolina, Us -
Director Of Budget And FinanceAaa Carolinas Nov 2016 - Feb 2021Charlotte, Nc, Us15-year partnership with AAA Carolinas, leading the financial reporting and fiscal accountability for a $270M company, with a team of 8 direct and 30 indirect reports, and reporting to the CFO. Chartered financial and board objectives through impeccable standards of excellence in strategic business planning; accounting operations; regulatory compliance; financial statement preparation and reporting; operational efficiency; and M&A leadership. Oversaw the accounting function across diverse industries of Automotive Repair, Travel, Insurance, Emergency Road Service, and Membership. Achieved goals with actionable leadership, high-performance teams, and strategic execution.─ ─ ─ ─ ─ ─ ─ ─ ─ ─ ─ ─ LEADERSHIP AND BUSINESS IMPACT ─ ─ ─ ─ ─ ─ ─ ─ ─ ─ ─ ─➤ As Director of Budget and Finance, enabled revenue growth and brand positioning, with company scaling $30M over the past 3 years.➤ Led financial operations, inc. Accounts Payable, Accounts Receivable, Payroll, Sales & Use Tax, Property Management, and Financial Reporting of a not-for-profit member organization.➤ Prepared annual budgets for $200M in revenue, and held financial accountability for HQ & 56 offices.➤ Executive Partner for the Guidewire Implementation Project, leveraging new technology to modernize financial infrastructure to support long-term growth. ➤ Consulted with regulatory agencies (NC Dept. of Insurance, NC Dept. of Revenue, & NAIC) to ensure compliance and accurate filings; completed 4 IRS annual audits, resulting in 0 adjustments.➤ Researched and led implementation of FP&A software, and paperless document management system.➤ Invested in the hiring and training of key leaders, and mentored team for professional growth.➤ Established the Facilities and Maintenance Dept; developed system to manage the building & equipment repairs of 56 fee simple and leased commercial retail facilities. ➤ Prepared variance analysis reports / financial statements (monthly / quarterly); & annual budgets. -
ControllerAaa Carolinas Jun 2005 - Nov 2016Charlotte, Nc, UsServed as integral member of Executive Financial Leadership team, overseeing accounting and financial functions and processes; including forecasts, budgets, and risk management to drive financial clarity and business capabilities. Maintained internal control safeguards; established financial and operating benchmarks, and facilitated budgets, program monitoring / compliance, and reporting standards. Developed and implemented accounting policies, practices, and procedures across all programs, and in accordance with federal, state, and local legal compliance. ─ ─ ─ ─ ─ ─ ─ ─ ─ ─ ─ ─ LEADERSHIP AND BUSINESS IMPACT ─ ─ ─ ─ ─ ─ ─ ─ ─ ─ ─ ─➤ Set the strategic vision and partnered with internal stakeholders to lead an ERP conversion from multiple ERP systems to a single ERP system, including designing a new chart of accounts, and Vendor/Customer setup. ➤ Collaborated in the development of compensation plans (Travel Agents, Auto Mechanics, and Insurance Agents).➤ Led complex conversion from fiscal year-end to calendar year-end; and reduced month-end close process from 15 days to 6 days, providing stronger financial clarity and more accurate financial reporting.➤ Executive member of integration team, formalizing accounting operations, financial controls, and synergy goals in the merger of AAA Carolinas and Universal.➤ Monitoring and reviewing all record of assets, liabilities, and other financial transitions.➤ Liaised with external agencies, banking relationships, and auditing authorities.➤ Held oversight in accounting procedures, financial statement preparation, month end closing, journal entries, general ledger maintenance, analytics, and other finance elements.➤ Fast-tracked into Controller position after 1 year as General Accounting Manager (2005-2006).
-
Assitant ControllerRoperasw A Subsidiary Of Nop World May 2000 - Jun 2004Key business partner to the Controller, leading large-scale initiatives and complex accounting functions for a market research firm, supervising 5 Managers and 20 employees. Held accountability for the consolidated financial reporting of 5 entities (3 domestic, 1 Philippine, 1 UK) to publicly held UK parent company (NOP World), utilizing IFRS. Led the financial reporting, tax compliance (30 state tax jurisdictions), semi-annual audit coordination, and financial policies / procedures development. Managed P&L revenue budget, general ledger, and accounts payable reporting, review of monthly balance sheet, and income statement analyses. Held ownership of talent resource management, recruitment, and training. ─ ─ ─ ─ ─ ─ ─ ─ ─ ─ ─ ─ LEADERSHIP AND BUSINESS IMPACT ─ ─ ─ ─ ─ ─ ─ ─ ─ ─ ─ ─➤ Provided executive advisory support to business and financial leaders, with instrumental role in complex project initiatives, M&A due diligence requests and acquisition documentation, system conversion projects, and synergy goals.➤ Following acquisition, developed a system of procedures and controls to ensure accurate financial statement reporting with intracompany, intercompany, and intergroup activity, including accounting treatment and eliminations.➤ Led the migration and setup from a manual to Excel-based timekeeping system, improving productivity tracking and KPI benchmarks; and migrated all banking functions to an online platform to enhance cash management controls.➤ Consolidated Financial Reporting with thorough knowledge in GAAP, STAT, & International Federal Reporting Standards (IFRS).➤ Completed a 10-year Abandoned and Unclaimed Property audit encompassing multiple states. ➤ Conducted job costing for short- and long-term projects up to $100K each, providing real time analysis and data reporting for improved operational and business planning.➤ Collaborated in the creation of Travel and Expense policies and procedures, effectuating a 10% reduction in costs.
-
ControllerProfessional Vehicle Sales, Inc 1994 - 2000Served as Controller, with oversight of financial operations, internal controls, contract management, and fleet vehicle delivery logistics. Held ownership of the accounting function, including P&L management, monthly/quarterly/year-end close processes; quarterly financial statement preparation for loan covenant compliance; and work papers for year-end reviews. ─ ─ ─ ─ ─ ─ ─ ─ ─ ─ ─ ─ LEADERSHIP AND BUSINESS IMPACT ─ ─ ─ ─ ─ ─ ─ ─ ─ ─ ─ ─➤ Maintained contract compliance and financial oversight for a fleet of 250 ambulances contracted to FDNY.➤ Prepared budgets, forecasts, and financial statements on a monthly, quarterly, and annual basis.➤ Recruited, trained, and managed office and service staff, and provided human resources support. ➤ Drove operational improvement processes, including the conversion from manual to computerized accounting.
-
Senior AccountantMarden, Harrison & Kreuter, Cpas, P.C. 1991 - 1994White Plains, New York, UsServed as Senior Accountant, with full accounting function leadership. Performed accounting processes of general ledger, account reconciliations, month-end and year-end revenue close processes, financial statements, process improvements, analysis, and documentation, Maintained excellent communication and interpersonal skills to build and leverage effective relationships with internal and external partners.
Heidi Shimp - Fava Skills
Heidi Shimp - Fava Education Details
-
Pace UniversityPublic Accounting
Frequently Asked Questions about Heidi Shimp - Fava
What company does Heidi Shimp - Fava work for?
Heidi Shimp - Fava works for Maxwell Group, Inc.
What is Heidi Shimp - Fava's role at the current company?
Heidi Shimp - Fava's current role is Controller at Maxwell Group, Inc.
What is Heidi Shimp - Fava's email address?
Heidi Shimp - Fava's email address is hf****@****ngs.com
What is Heidi Shimp - Fava's direct phone number?
Heidi Shimp - Fava's direct phone number is +170452*****
What schools did Heidi Shimp - Fava attend?
Heidi Shimp - Fava attended Pace University.
What skills is Heidi Shimp - Fava known for?
Heidi Shimp - Fava has skills like Accounting, Financial Reporting, Budgets, General Ledger, Financial Analysis, Account Reconciliation, Process Improvement, Sarbanes Oxley Act, Forecasting, Accounts Payable, Journal Entries, Cost Accounting.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial