Workforce Planning and budgetingIntegrate acquisitions into the financial systems of the organization

Teaching Graduate Courses in Systems Planning for Corporate Strategic Advantage.

Outsourced Controller and Microsoft ERP Implementation specialist.

• Financial Statements: Worked with CFO for timely preparation of GAAP-compliant monthly and annual financial statements. • Reconciliation: General ledger accounts and sub ledgers reconciliation and quality control measures to ensure accuracy and decreased financial statement preparation time with SAP. Daily banking and cash flow reconciliation management.• Internal Reporting: Built reports to analyze data with consistent review process to increase timely management decision making.• Management: Management of accounts receivable, accounts payable, cash flow management, sales order processing and contract management.• Billing and Collections: Developed invoicing and collection processes that provided timely and accurate invoices to customers. Developed a collection policy to keep cash flow consistent and PCI compliant. Developed improved sales tax collection process to ensure accurate and timely collection and payment process throughout US and Canada.• Revenue Recognition and Job Costing: Executed revenue recognition model for SaaS in SAP using GAAP and IFRS requirements. Developed job costing system to tie costs directly to revenue through contracts and projects. • Business Process Documentation: Revised internal SOPs and incorporated regular reviews for up to date improvement processes.• Audit Management: Worked with outside audit team to ensure GAAP compliant processes and financial statement reporting. Worked with government auditing teams for local, state and international collections and reporting compliance.

• Financial Statement Reporting: Filed timely monthly GAAP compliant financial statements and worked with outside tax accountants on filing on time tax returns resulting in increased line of credit interest savings of 66%.• General Ledger Maintenance and Reconciliation: Set up general ledger for accurate corporate and departmental review. Maintained general ledger through monthly reconciliations.• Treasury Management: Managed bank and credit accounts from leading the banking relationship to timely reconciliations and credit analysis.• Internal Reporting: Worked with Sales Manager to create automated sales and bookings dashboard providing immediate feedback by sales rep and territory. Worked with Manufacturing Manager to develop proactive job costing reports and logistics management.• Budget Preparation: Presented annual budget to management and board of directors and provided monthly feedback on budget with financial statements.• Leadership: Accounting department management for accounts receivable, accounts payable and cash flow management. Hiring, performance reviews and quarterly goal setting.• Payroll: Multi-state payroll administration and processing.• Human Resources Management: Onboarding and training. Annual insurance and benefits review including open enrollment.• Internal Controls: Worked with other managers to ensure department compliance with information policies. • Data Analysis: Using SQL and MS Access, built analysis structure to identify data entry point errors and work with departments to implement procedures that increased data accuracy. Implemented bar code processing for increased accuracy.• Audits and reviews: Worked with governmental agencies, banks, tax and audit firms for constant improvement of internal controls and processes. • Ad-hoc reporting: Quick on demand report writing using Excel and Crystal Reports.

Implementation of ERP systems, custom business intelligence reporting using MS SQL Server, custom client/server applications and B2B web site development using Visual Studio.• Multi-national project groups using .Net and C#• Web site development using IIS and ASP.NET• EDI applications using X.12 standards for 850, 810, 856, 862 transaction sets using VB, XML and Peregrine.• Custom Quote Program for customer service department using VB and Crystal Reports.• Custom Problem Tracking program using VB and Oracle PL/SQL.• Custom Inventory Control system using VB and SQL Server using COM objects.