Michelle Wilkes work email
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Michelle Wilkes personal email
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I am a versatile, executive-level general manager and CPA (inactive) skilled at working with corporate executives and small business owners across industries, driving profitability through process improvement. I have a track record of exceeding customer and leadership expectations.Whether aligning people, processes, or technology, I bring a 360-degree view to situations because I have personally worked in most functions within an organization - from sales to marketing to IT systems implementation to finance, accounting and human resources. This enables me to contribute in multiple roles within an organization, and bring a holistic view to developing solutions. I am a cross-functional leader able to bridge finance, operations, IT, supply chain, and HR. Throughout my career, I have been a liaison between technology and internal / external clients, and outside entities, including insurance brokers, bankers, investors, and CPA firms. In a recent role, I was brought in as part of a turnaround team, and to perform due diligence, for a startup hospital specialty pharmaceutical company. I also recently earned a MS in Mental Health Counseling and am an LPC.I am a lifelong learner who leverages my diverse professional experience, best practices, and technology to enable organizations to reach their financial goals. I can add the most value when I am part of an innovative and engaged executive team, involved in both setting the strategy and overseeing processes and technology that support goals.Technology Experience: ERP (SAP-EPM add-in, Oracle v12, NetSuite, Peoplesoft AP and PO, BPC, Hyperion) ● Data Visualization & Reporting (Power BI, Insight) ● Email marketing (Mailchimp, Constant Contact) ● CRM (Custom, Bullhorn) ● Website Design & Maintenance (Wordpress) ● Behavioral Healthtech (Simple Practice, Jane, Availity) ●Google Admin ●Concur Expense ●Intuit (Quickbooks Online, Quickbooks desktop) ●CMS Compliance Reporting ● Microsoft Office Suite ● SharePoint ● Social media marketing (Facebook, LinkedIn, Twitter, YouTube, Instagram) ● Trello
Brasfield Accounting
View- Website:
- brasfieldaccounting.com
- Employees:
- 11
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Client ControllerBrasfield AccountingCary, Il, Us
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Fractional Accounting Operations LeadFlashpoint TherapeuticsCary, Il, Us -
Interim Controller/Chief Of StaffSozo Companies Sep 2023 - PresentWarren, Mi, UsVertically integrated cannabis company, including all stages from cultivation to sale. Brought in as Interim Controller to oversee accounting and perform chief of staff functions, including assisting with staffing, implementing strategic initiatives, and streamlining internal processes.• Managed day-to-day financial operations, including daily cash flow, projections of revenue, and inventory transactions.• Spearheaded the adoption of 471c tax code, which allows cannabis companies to capture additional costs as cost of goods sold (COGS), thus reducing their gross margin and reducing their taxable income.• Sourced and successfully onboarded the full-time replacement, collaborating with HR to define the required skill set and cultural fit, ensuring a seamless transition of responsibilities.• Drafted initial documentation to capture and organize financial processes, compliance procedures, and strategic initiatives. • Ensured the company's financial and operational procedures were transparent, easily accessible, and aligned with best practices -
Business ConsultantGravity Talent Solutions Aug 2023 - PresentChicago, Il, Us -
Accounting ConsultantSalo Jul 2022 - Apr 2023Minneapolis, Mn, UsFor an American manufacturer and distributor of agricultural fertilizers with nine manufacturing complexes in the U.S., Canada, and UK, was responsible for lease accounting and the monthly integration between Oracle and SAP, including reconciliation of variances. Also provided SOX support and performed UAT (user acceptance testing) for Oracle cloud migration. Mapped process flows in IBM Blueworks. (Project through Salo, a Korn Ferry Company, 7/2022-4/2023) -
Mergers And Acquisitions ConsultantHarmer Mar 2022 - Nov 2022Chicago, Il, Us• For a commercial knife rental and knife sharpening service provider, reviewed and assessed due diligence for the acquisition of a $9M competitor company with 100 employees operating out of five facilities. Worked closely with Accounting and HR staff of seller and outsourced CFO. Participated in all C-Suite level meetings with private equity firm and attorneys. Facilitated and expanded the integration plan for client’s first stock purchase acquisition, including responsibility for integration tasks, and ensuring cross-functional areas were in alignment with overall goals of the stakeholders. Consulted on human resource issues and fit/gap analysis of target company’s SQL-based software versus NetSuite. Reviewed funds flow and net working capital calculation. (Project staffed through Harmer Consultants, 3/2022-6/2022) -
Interim It And Finance ManagerHarmer Nov 2021 - Mar 2022Chicago, Il, Us• For an insurance brokerage company providing property, casualty, risk management, life and health, employee benefits, investment, and wealth management products, performed an eleven-week engagement to understand budget impact of new acquisition utilizing Power BI. Identified and evaluated impact of ongoing costs related to hardware, phones, middleware, software, consulting, and applications to quantify “Current State” budget impact. Analyzed P&L documents on a line-item basis to find all applicable technology spend, and worked with the acquired company contact to ensure all information was captured, categorized, and summarized correctly.
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General ManagerAltathera Pharmaceuticals Aug 2018 - Dec 2021Chicago, Illinois, UsStartup hospital specialty pharmaceutical company focused on commercializing innovative drugs for improving outcomes and reducing hospital costs. Brought in as member of turnaround team and assigned controller-level general management responsibilities, including oversight of finance, operations, IT, and HR. Provided support and communicated risk to CFO and CEO on several strategic initiatives. Contributed to several due diligence evaluations and maintained virtual data room. Identified and communicated process and technology recommendations across the company.• Regulatory compliance and investor relations. Filed Form D with SEC for company financing and maintained relationships with outside investors.• Finance and accounting. Retooled the monthly financial close process to reduce preparation days by 50%. Evaluated requirements and executed compliance reporting for CMS (Centers for Medicare & Medicaid Services) Open Payments. Tracked and detailed monthly actual versus plan variances for board reports and contributed to ongoing forecasting. Created monthly financial reporting and acted as primary liaison for annual audit and tax returns, including preparation of 95% of deliverables.• Contract review and litigation support. Supported Chief Legal Counsel and CEO through review of NDAs, non-competes, and other contracting. Primary litigation support contact for various legal matters. • Vendor selection. Supervised vendor selection and end-to-end implementation for a new professional employer organization (PEO) service. Oversaw vendor selection and project management of implementation for travel and expense (T&E) reporting software, including QuickBooks integration.• HR hiring and onboarding. Developed and presented onboarding training and process for 18 new hires.• Supply chain and data analysis. Troubleshooted and analyzed supply chain data for financials, contract compliance, and integration with CRM. -
Clinical InternBricolage Wellness, Pllc Sep 2020 - Oct 2021
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PrincipalWilkes Consulting Aug 2013 - Aug 2021Boutique consulting firm for small businesses, focused on financial, operations, accounting, and technology support. Serve clients across industries, including commercial real estate, land development, construction, landscape architecture, manufacturing, mental health, and salon retail. Function as a trusted business advisor with outside vendors, including insurance brokers, bankers, and CPA firms. Organize and maintain accounting records and systems to ensure accuracy, and prepare payroll and related payroll tax returns. Prepare annual report filings and S-Corp adoption filings. Representative client projects include:• EDR Electronics. B2B electronics assembler for motor controls. Fractional VP of Finance and Technology. Facilitated SBA Loan, providing all documentation. Led vendor selection for credit card processing, business insurance, phone system, and outside services. Developed manufacturing cost accounting framework to capture and account for motor controls. Designed direct marketing program. Supervised staff. Developed website and tracked analytics. • New American Homes. Residential homebuilder and developer. Implemented QuickBooks and strategized with outside CPA firm to operationalize financial consolidation for several legal entities. Generated monthly accounting and financial reporting. • Peak Performance Veterinary. Veterinarian. Oversaw monthly accounting and financial reporting. Created startup company in QuickBooks and implemented payroll service with related payroll tax reporting services. Identified a vendor for mobile horse veterinary services software, and project managed the conversion and implementation for three users. • Ark Holdings. Holding company with a diverse portfolio. Provided accounting consulting and support for high net worth investor with investments in commercial property and a vertically integrated cannabis operation. Streamlined financial reporting for personal accounts in QuickBooks Online.
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Sales Account ManagerPalace Gate Corporation Jun 2012 - Dec 2013Information technology consulting and placement firm. Consultative sales account manager supporting customer enterprise projects through building trusting relationships with customers, internal partners, and key influencers. Achieved high customer satisfaction, seeking and taking appropriate action on client feedback, and resolving issues in a timely manner. Built cross-functional relationships with human resources, procurement, and information technology hiring managers.• Selected as one of three vendors for a $200B financial services firm for sourcing contract project managers, securing four placements in a challenging market.• Revived five dormant accounts and brought in three new clients by leveraging industry relationships.
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Founder And General ManagerUncommon Stone Designs Dec 2009 - Jul 2013Wholesale custom producer of natural stone coasters and trivets. Founder and manager responsible for the product concept, design, production, sales, and delivery via a network of 18 national sales reps. Landed product placement in major catalog.• Maintained gross margins averaging 30%, growing revenue 84% year over year. • Negotiated favorable material rates, resulting in a 12% cost savings
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Peoplesoft Team LeadThe Revere Group Feb 1998 - Dec 2000Chicago, Il, UsIT strategy consulting firm. Functional team lead for largescale PeopleSoft implementations. Also served as administrator / trainer for new consultants’ boot camp and project management assistants responsible for presales proposal review.• Assigned as functional team lead for PeopleSoft AP implementation for multimillion-dollar financial transformation project, generating $800K in savings annually. -
Accounting ManagerCvs/Caremark Aug 1992 - Dec 1998UsBillion-dollar spinoff from Baxter mail order pharmacy, physical therapy, and physician practices. Performed multiple job functions, including corporate budget analyst, creating complex financial models for net present value (NPV) calculations to drive decisions at the corporate level for new company. Later, assigned as financial systems analyst, designing integrations with Epic and Hyperion, and accounting manager for multispecialty physician practice. -
Financial Systems Analyst/ManagerCaremark Aug 1992 - Sep 1997Woonsocket, Ri, UsImplemented financial systems and related interfaces to Epic for newly acquired multispecialty physician clinics. Designed a Hyperion consolidation system. -
Global Financial AnalystBaxter International Inc. Aug 1989 - Sep 1992Deerfield, Illinois, UsFortune 500 company. Staff financial analyst. International travel. -
Senior Financial AnalystBaxter International Inc. 1989 - 1992Deerfield, Illinois, UsResponsible for financial analysis of multicurrency foreign subsidiaries of leading healthcare company. Traveled internationally to assist with audit preparations annually.
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AuditorEy Jun 1987 - Aug 1989London, GbGlobal accounting firm. Staff auditor for multiple client engagements -
AuditorEy 1987 - 1989London, GbSenior auditor for several consumer products, service and manufacturing clients in the Chicago area
Michelle Wilkes Skills
Michelle Wilkes Education Details
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Depaul Driehaus College Of BusinessEntrepreneurship -
Capella UniversityMental Health Counseling/Counselor
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Northern Illinois UniversityAccountancy
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Maine South High School
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Capella UniversityClinical Mental Health Counseling
Frequently Asked Questions about Michelle Wilkes
What company does Michelle Wilkes work for?
Michelle Wilkes works for Brasfield Accounting
What is Michelle Wilkes's role at the current company?
Michelle Wilkes's current role is Client Controller.
What is Michelle Wilkes's email address?
Michelle Wilkes's email address is mi****@****ics.com
What is Michelle Wilkes's direct phone number?
Michelle Wilkes's direct phone number is +184776*****
What schools did Michelle Wilkes attend?
Michelle Wilkes attended Depaul Driehaus College Of Business, Capella University, Northern Illinois University, Maine South High School, Capella University.
What are some of Michelle Wilkes's interests?
Michelle Wilkes has interest in Networking, Social Services, New Technology, Children, Entrepreneurship, Learning, Education, Reading, Fitness, Personal Growth.
What skills is Michelle Wilkes known for?
Michelle Wilkes has skills like Leadership, Sales, Start Ups, Project Management, Account Management, Management, Entrepreneurship, Social Media Marketing, Analysis, New Business Development, Customer Service, Change Management.
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