Matt R. Email & Phone Number

Castle Rock, Co, Us

Financial Services Consulting Company •Supported Fintech and Professional Services companies.•Supported companies during high stress transitions, ensuring continuity in accounting and reporting functions.•Lead process improvement initiatives to streamline month end close, reporting, and cash collections.•Financial model updating and buildout.

Aurora, Colorado, Us

Community Healthcare•Initial VCFO consulting client - contract purchased and hired FT as of 05/20.•Established and coordinated annual operating budget of $58M in revenues with 500-600 employees across multiple entities. The budget is a custom built solution given the level of complexity of the business model. •Created a financial model to drive visibility and accountability insights for over 150 cost centers.•Multiview ERP implementation team. Responsibilities included cutoff balances, historical data migration and validation, workflow setup for the purchasing department, and user permission setup. •Lead efforts across departments to build team sustainability models. •Built a custom data transfer solution to accommodate business needs between Paycom and Multiview (HRIS & ERP).•Paycom implementation cleanup, optimization, and backfill training 2018-2020.•Assisted in the creation and implementation of an org-wide compensation and pay equity model.•Audit support for QA and Accounting departments in addition to POC for retirement benefits audit.

Aurora, Colorado, Us

Consulting for Aurora Mental Health while working at VCFO.

Austin, Texas, Us

Financial Services Consulting Company •Provided part time, interim, and project-based finance and accounting expertise to small and medium-sized businesses. •Developed monthly KPIs and financial performance reports.•Acted in lead and supporting roles during core system implementations and refinements. •Served as a subject matter expert and project manager during HRIS evaluation and clean up.•Implemented month-end schedules to ensure timeliness, accuracy, and completeness of financial statements. •Set up of budgeting, forecasting and analysis processes.

Colorado Springs, Co, Us

SaaS Company•Reviewed historic vs forecasted monthly, quarterly, and annual financial statements. Prepared comments for management review and discussion.•Supervised and reviewed month-end close, A/R, A/P, payroll, and balance sheet reconciliations. •Reviewed 606 revenue recognition entries. •Hired, mentored, supervised, and developed accounting staff.•Developed internal controls as well as established accounting policies and procedures.•Expense tracking and HRIS system implementations.•Setup and managed all systems or workflows relating to finance, accounting, HR, multi-state payroll, purchasing, T&E reimbursement, P-Cards, banking, and administrative system integrations. •SALT analysis to assess nexus and sales tax liability. Worked on appropriate changes to mitigate risk. •Managed all company and employee insurance requirements.

Us

Multinational Aerospace, Defense, and Information Systems• Processed, reconciled, and advised payment receipts totaling $1.6B annually in the treasury department.• Centralized bank account administration for 45 domestic & international accounts to fund mission programs.• Prepared the weekly cash collection, disbursement forecast, and currency translation adjustments.• Monthly executive slide creation and analysis on key AR and AR Aging metrics.• Reconciled domestic and international intracompany cost allocations.• Cost accounting duties for a dozen domestic and international programs whose contract values exceeded $360M.• Developed excel templates to streamline a time consuming and complex payroll upload processes.

Online National Marketing and Advertising Firm•Prepared and discussed analysis of historical vs forecasted financial results.•Built and maintained the budget.•Managed all accounting matters including GL, multi-state payroll, A/R, A/P, payroll and use taxes.•Developed internal controls as well as established accounting policies and procedures.•Daily cash forecast and analysis to help manage business liquidity needs. •Hired, trained, and mentored accounting staff.•Setup and managed all aspects of company and employee insurance needs. •Created benefits package to increase talent attraction and retention.

Worldwide Garage Door Manufacturer•Due to the housing/economic decline many corporate level management were laid off.•Reported to the Director of Finance and Controller concerning profitability and inventory levels of a 5 state region.•Prepared and analyzed budgets variances to make recommendations.

Manchester, New Hampshire, Us

Flooring Franchises•Prepared multi-entity consolidated financial reports and provided variance analysis.•Established and implemented internal controls and guidelines.•Created an intercompany billing system to allocate $780K of annual shared service expenses. •Implemented Section 125 which yielded annual tax savings of $72k. •Oversight of employee benefits and renewal.•Sales and use tax reporting.

Bachelors Of Science Degree, Accounting

Associate Of Arts - Aa, Business Administration And Management, General

Education record