Steve Sim Email & Phone Number

Reston, Virginia, Us

Began as a consultant, but was hired shortly into the engagement, when the previous controller of six+ years gave no notice of their departure. I was brought in to take over all corporate accounting, finance, and reporting functions as well as manage two staff accountants, one of which joined a month before I did. This was in the midst of closing year-end, beginning an audit that I had zero historical exposure to, and ensuring the day to day operations of the company stayed intact. In the 6+ months since I've joined, I've implemented policies and platforms to streamline operations, created best practices and documented processes, and created redundancies to optimize the function of a small team, as well as navigated through managing the audit to completion. The impacts were:Reduction in DSO from 45+ to 21+ and DPO from 52+ to 31+Consolidating AP, corporate credit cards, and expense management into one systemEliminating manual payment processingMultiple historical clean-up and account reconciliation projects with extremely limited support, specifically related to payroll, taxes, and benefitsManaged audit to completion and created best practices through findingsCross-trained and mentored junior staff to increase efficiency and utilization resulting in elimination of contractor expensesCreated and presented all internal/external financials, including senior executives and board of directors

Fishers, Indiana, Us

Main point of contact with buyer's for QoE and due diligence as a result of Private-Equity backed mergerIntegrated company-wide Finance and HR functionsConsolidated all legacy financial reporting and platforms Managed human capital integration including 401k, taxes, resource consolidation/reallocation, benefits

Fishers, Indiana, Us

Delta Project Management merged with PE-backed Verista on 6/30/22Joined the company when it was break-even and led to a successful exit to a Private-Equity backed sponsor within 5 yearsOwned Finance and HR due diligence process for exit including QoE and all other financial reporting and human capital aspectsManaged Finance and HR integration process, including consolidation of financial reporting and integration of benefitsIncreased ARR each year over five years, 31.3% in 2021 from prior yearIncreased Gross Margin each year over five years, 52.5% in 2021 from prior yearIncreased EBITDA each year over five years, 194.5% in 2021 from prior year

Fishers, Indiana, Us

Delta Project Management merged with PE-backed Verista on 6/30/22Built accounting and finance function from the ground upCreated all monthly reporting dashboards for internal and external stakeholdersTransitioned the majority of workforce from contractors to employeesDeveloped 5-year plan that company outperformed each yearOnboarded PEO (Trinet) and processed company-wide international payrollManaged banking relationship including end-to-end loan qualification and management of annual audits all with no remarks

Wakefield, Massachusetts, Us

Projects - Directed and owned the third-party payroll system transition of up to 200 employees from Intuit Full Service Payroll to ADP; filed annual SF Payroll and Gross Receipts Return; filed annual Property Tax Return (571L); filed 1099's; created AR collections tracker and procedures; member of multiple teams that include reviewing benefits packages for employees, new travel vendors, corporate credit card vendor and policies, time-tracking software, expense reimbursement, and programs that integrate these with each other and with QBTasks - payroll manager for semi-monthly payroll for 200+ salaried and hourly commission-based employees in 20+ states and overseas; manage day-to-day accounting practices in QuickBooks Pro; manage AP and AR; allocate multi-GL P&L by job and class; monthly fixed asset recognition and amortization; create and send 350+ invoices monthly; follow-up with customers for past-due collections; work closely with Project Managers for cost allocation and close-related inquiries, lead GL accountant, analyze monthly P&L by class and month-over-month for trends and discrepancies, create and review monthly budget vs. actuals for department heads and stakeholders, lead monthly meetings to potentially re-forecast budget and analyze outliers, manage staff accountant

Paris, Ile-De-France, Fr

Manage day-to-day accounting; maintain a thorough understanding of GL structure and sub ledgers; support accurate and timely monthly, quarterly, and year-end close; book revenue, manage deferred revenue schedules, drive collections; reconcile balance sheet accounts; manage high-volume commissions; assist finance leadership and other internal business partners with special projects

Process payroll; update and reconcile bank and credit card accounts; schedule employees to minimize OT; process customer orders; create PO's for materials from vendors; assembly of products; business development by reaching out to new potential customers.

San Francisco, Ca, Us

Accounting and cash-flow for multiple companies in different industries including finance, food service, marketing, ad-share, legal, and pharmaceutical engineering and validation. Manage and maintain full AP and AR cycles; daily sales and sales tax filings; reconciliation of bank and credit card accounts; payroll processing integrating with accounting software; reconciliation of payroll liabilities (benefits and taxes); HSA/FSA; review and resolve open items; create, review, and send financials; W9 tracking for 1099's; direct correspondence with CPA's for audits, closing entries, and AJE's; 401K processing and reconciliation; process rent payments; daily client correspondence; complete city, state, federal, and regulatory filings; train remote staff.

San Francisco, Ca, Us

Establish new client accounts with appropriate state and federal agencies. Process hourly, salaried, and commission payroll for weekly, biweekly, semi-monthly, monthly, quarterly, and annual payroll for 100 clients in multiple states. Process tax payments and file monthly, quarterly, and annual forms with appropriate agencies. New-hire set-up with appropriate agencies. Complete worker's comp and payroll audits. Manage client correspondence.

Update and reconcile bank and credit card accounts; assist in financial analysis meetings with board of directors; reconcile expense reports; cost-accounting for performance-based milestones.