Skip Hale Email & Phone Number

New York, Ny, Us

- Lead the implementation of NetSuite OneWorld across 3 subsidiaries using 3 different accounting systems- Created and maintained a KPI dashboard that tracked over 100 difference performance metrics- Developed a Profitability Report that provided the board with high level summaries and analysis across multiple vectors –product, client, project, resource – using complex Power Queries and Pivot Tables- Redesigned the Chart of Accounts across entities to maximize clarity, uniformity, and efficiency- Constructed detailed Balance Sheet schedules for all accounts and reconciled monthly- Provided quarterly analysis, commentary and presentation materials for Board of Director meetings- Constructed and maintained detailed budgets and cash forecast reports- Transitioned revenue recognition from the ASC 605 standard to the ASC 606 standard

New York, Ny, Us

New York, Ny, Us

- Created and managed extremely detailed budgets for five departments; reviewed monthly with directors- Developed project profitability and financial analysis reports; identified areas for potential improvement- Prepared profit and loss actuals versus budget reports with explanations of significant variances- Reconciled all Balance Sheet accounts; created detailed schedules showing changes month-over-month- Oversaw daily accounting operations including AR/AP workflow, cash receipts, payroll- Managed all aspects of finance and accounting for 2 US entities and 1 UK entity- Conducted the timely reporting of monthly financials to private equity firm K1 Investment Management - Transitioned revenue recognition from the ASC 605 standard to the ASC 606 standard- Provided all documents and reports for 1 external audit and 1 internal audit

Redwood City, Ca, Us

- Transitioned revenue recognition from the ASC 605 standard to the ASC 606 standard.- Managed the timely reporting of monthly financials to publicly traded parent company MDC Partners in accordance with generally accepted accounting principles (GAAP).- Reconciled all balance sheet accounts and produced supporting schedules on a monthly basis for accruals, deferrals, depreciation, work-in-progress, and intercompany accounts.- Reviewed the accuracy of all journal entries and transactions recorded in Quickbooks by accounting team.- Supervised all accounts receivable and accounts payable activity.- Prepared profit and loss actuals versus budget reports, including explanations of significant variances for management.- Produced detailed weekly cash flow forecasts and other liquidity reports as required by parent company.- Administered the acquisition of capital assets and ensured that assets were properly recorded, amortized, and disposed of.- Processed payroll for 75 employees using ADP.- Managed employee-related reporting including sales commissions, resource utilization, payroll liabilities, and expense reimbursements.- Spearheaded end of year financial closing, reporting, and tax preparation.- Developed project profitability and financial analysis reports; identified areas for potential improvement.- Monitored risk management policies and procedures to ensure that program and organizational risks were minimized.- Worked with management to maximize the efficiency of overhead spending.- Provided all documents and reports for two external audits and one internal audit.- Recruited, trained, and supervised two staff accountants.

- Managed sales compensation reporting for 75 salespeople across 14 different commission plans using Google Sheets. - Assisted in the development of the 2016 sales compensation plan terms and conditions.- Improved efficiency and accuracy of various sales volume and revenue models.- Worked closely with sales and operation leaders to ensure accurate sales data.- Drafted and presented monthly, quarterly, and annual sales performance presentations

Menlo Park, California, Us

- Developed robust and scalable financial models used in closing a $53 million round of funding; automated their reporting; managed version control; highlighted trends and analyzed causes of unexpected variances.- Established the reporting and benchmarking of Key Performance Indicators and financial analyses such as Customer Acquisition Cost, Customer Lifetime Value, Full-Time Equivalent Reporting, Profit Drivers, and Cohort Analyses.- Developed and implemented enhancements in existing models; fully automated the cash forecasting process.- Coordinated with Executives, VPs, and Directors on ad hoc projects: Customer and employee satisfaction analysis, marketing campaign lifetime value, return-on-investment, cost-benefit analysis, competitor analysis, industry trend analysis.- Supported the company’s quarterly and annual budgeting processes and monthly rolling forecasts; recommended model assumptions to the VP of Finance for utilization in budget builds.- Served as the primary administrator of Adaptive Insights® financial planning software including data management, process improvement, user administration and hierarchy structure and mapping. - Collaborated with sales and product management in cultivating product pricing strategies; created and maintained the company price book, rate cards, and product quoting system.- Analyzed due diligence reports for potential corporate acquisition opportunities.- Calculated monthly commission reports using Xactly®; identified calculation errors and made necessary adjustments.- Supported the selection and implementation of the company’s newly acquired NetSuite® ERP system.- Provided counsel on financial matters that focused on expense control and profitability of the business.- Prepared analysis, commentary and presentation materials for quarterly Board of Director meetings.

- Prepared a monthly reporting package that included full financial statements, comprehensive KPI reporting, operational dashboard reporting, budget variance analysis, cash forecast, business trends, and provided variance explanations.- Produced all financial information and documentation requested by organizations interested in the acquisition of TagMan.- Reviewed merger/acquisition (M&A) term sheets; organized and produced all documents contained in disclosure schedules and due diligence requests; worked with investment banks and lawyers on a regular basis to arrive at a smooth close.- Proactively identified and resolved accounting and financial planning issues. - Improved financial forecast efficiency and financial consolidation consistency and integrity.- Managed all day to day finance, legal, human resources, and facility functions in the US division of international company. - Processed payroll; calculated bonuses and commissions; processed company new hires and terminations.- Oversaw timely and accurate fiscal accounting and reporting, ensuring compliance with GAAP and all relevant taxation laws.- Managed all aspects of Accounts Payable, Accounts Receivable, Accruals, and Deferrals; ensured appropriate supporting documentation for auditors.

- Managed all aspects of running company operations and administration- Created and maintained a comprehensive company database using Microsoft Access that managed work orders, inventories, accounts receivable, accounts payable, budgets, employees, assets, contacts, and payroll.- Performed weekly operational analysis with specific emphasis on detailed payroll breakdowns.- Expanded company operations by obtaining low interest financing; established credit lines with vendors.- Prepared & processed payroll; hired all company employees; managed release of employees; defended unemployment claims, including making court appearances on company’s behalf; directly supervised office staff (2-5 people).- Created and maintained the company budget; reconciled accounts; managed accounts payable and receivable.

Bachelor Of Science (B.S.), Finance, Accounting, & Business

Accounting And Business/Management