Kevin Lupton Email & Phone Number

Berwyn, Pennsylvania, Us

Berlin, Berlin, De

Richmond, Va, Us

Saskatoon, Saskatchewan, Ca

 Met with management and senior leadership to provide insights into accounting operations and make strategy recommendations. Achieved $42K savings on hardware cost by leveraging retail assets to wholesale business units. Communicated regularly with strategic managers for daily support and strategic planning for accounts. Maintained monthly invoice tracking and leadership reports to support operational enhancement and implement corrective actions. Trained business analysts and incoming supervisor on invoice and workflow management practices to reduce process lags and enhance performance, efficiency and profitability. Coordinated outsourcing of accounts payable functions and improved workflow for staff members. Ensured that all relevant transactions were input and supervised properly within the accounting system. Cooperated with AR, procurement, and corporate accounting to verify that quality standards were met. Generated financial statements and facilitated account closing procedures each month.

Saskatoon, Saskatchewan, Ca

 Proposed technical feasibility solutions for new functional designs and suggested options for performance improvement of technical objects. Managed team hiring, performance, training, mentoring, of 6 FTE’s as well as several indirect reports. Managed $40 million product rebate revenue program forecasting, operations, accounting close and reporting. Adjusted prices via pre-set schedules, supply management, commodity markets, seasonal demand and other factors on a regular basis.  Supervised and coordinated assigned KPMG audits promptly and professionally. Developed reports for senior management to outline liabilities, customer spend and forecasting. Maintained and expanded monthly sales tracking and leadership reports to support operational enhancement and implement corrective actions. Performed complex general accounting functions, including preparation of journal entries, account analysis and balance sheet reconciliations. Supervised and coordinated invoicing of daily shipments for US warehouses and production facilities.

Calgary, Alberta, Ca

 Managed team hiring, performance, training, mentoring, of 12 FTE's across customer service, disbursements, and processing teams. Processed 180k annual transactions in excess of $2B. Implemented incident management responses, including troubleshooting, root cause analysis and issue resolution. Performed complex general accounting functions, including preparation of journal entries, account analysis and balance sheet reconciliations, and annual 1099 reporting. Proposed and published metrics and KPIs to be incorporated into the monthly financials and scorecards to highlight staff productivity, invoice processing workflow, and cost allocations. Met with management and senior leadership to provide insights into accounting operations and make strategy recommendations. Proposed technical feasibility solutions for new functional designs and suggested options for performance improvement of technical objects. Supervised and coordinated assigned KPMG audits promptly and professionally. Developed and improved relationships with internal stakeholders across retail/wholesale business units to align on strategies and identify synergies. Developed reports for senior management to outline expenditures, vendor spend and forecasting.

Calgary, Alberta, Ca

 Analyzed and researched reporting issues to improve accounting operations procedures. Generated reports detailing various metrics and account information. Performed complex general accounting functions, including preparation of journal entries, account analysis and balance sheet reconciliations, and annual 1099 reporting. Maintained integrity of general ledger, including the chart of accounts. Developed reports for senior management to outline expenditures, vendor spend and forecasting. Set-up and updated vendor accounts with interactions, payments and personal information. Complete month end functions, including accruals and account reconciliations.

 Oversaw and handled customer payments processing, approvals and bank deposits. Assessed cash intake and deposits to prevent financial discrepancies and ensure revenue security. Oversaw sales, finance, human resources departments and operations in a matrix management environment. 10 FTE’s and 2 summer students. Modified a comprehensive financial reporting package to reflect growing organizational complexity. Contacted customers to collect outstanding payments via one-time or negotiated installment methods. Prepared financial pages for presentation to company President. Analyzed and researched reporting issues to improve accounting operations procedures. Performed complex general accounting functions, including preparation of journal entries, account analysis and balance sheet reconciliations.

Master'S Degree, Finance

Bachelor Of Science - Bs, Psychology

Associate Of Science (As), Emergency Medical Technology/Technician (Emt Paramedic)