Phillip Sperry Email & Phone Number

United States

United States

•Designed accounting and workflow processes for new company to from the ground up, saving $10,000 in startup costs.•Developed bookkeeping and workflow processes to streamlike daily tasks and provide a clear path to train additional help as needed. This reduced overall workload by 25%.•Managed all financial transactions for a medium-sized business, overseeing accounts payable, accounts receivable, payroll, and month-end closing activities, and improved reporting accuracy by streamlining bookkeeping processes using QuickBooks for a client portfolio worth over $3 million.•Integrated back office systems to reduce duplication of effort between bookkeeping and sales while maintaining appropriate duediligence.

Franklin, Tennessee, United States

•Collaborated with a small team to respond to through all due diligence items associated with the newly acquired company and submitting results to senior management. •Led integration of acquired accounting and IT systems, reducing redundancy that resulted in a 15% cost reduction while ensuring compliance with both industry standards and company requirements.•Coordinated effort to identify migrate away from redundant and obsolete systems, reducing costs by $5M anually.•Orchestrated the strategic procurement of sophisticated IT systems worth $3M+, including negotiations and vendor management, which enhanced operational efficiency by 25%.•Led efforts to implement and maintain information security protocols across the organization, resulting in improved security measures and compliance.

Scottsdale, Arizona, United States

•Managed all financial transactions for a mid-sized firm encompassing accounts payable/receivable, payroll, and general ledger, ensuring compliance with financial policies and accuracy for over $500,000 in monthly financial activity.•Developed bookkeeping, payroll, and reporting structure and processes for startup company, resulting in easy delegation and continuity as the company grew.•Integrated internal systems with Quickbooks to automate the bi-monthly invoicing process, saving 18 hours if manual labor weekly, improved timeliness and postponed the need to hire additional staff.•Compiled comprehensive Profit and Loss vs. Budget information monthly and provided the reports to the executive team.•Designed a complex formula to forecast cash flow providing crucial visibility into cash requirements and reduced reliance on our line of credit and associated interest cost by 25%.•Provided daily KPI reports to the executive team.