Full-service accounting and business consulting firm providing accounting and Controller/CFO services, tax planning and preparation for small to medium size businesses serving such industries as retail, manufacturing, and healthcare, with a focus in the Real Estate industry.

InControl Business Svcs is not a CPA Firm. We assist with operational financial management through bookkeeping and consulting services for small to medium size businesses serving such industries as retail, manufacturing, and healthcare, with a focus in the Real Estate industry.

Publicly traded global healthcare company with pharmaceutical, generic drug and eye care divisons. Responsible for oversight of day to day operations of financial controls and compliance department covering close to 2000 internal controls across 7 Novartis Business Units totaling approximately $18B in revenues in the US Financial Service Center. Coordinated remote activities, coordinated External Audit across all Divisions and provided KPI reporting and insight to senior management for… Show more Publicly traded global healthcare company with pharmaceutical, generic drug and eye care divisons. Responsible for oversight of day to day operations of financial controls and compliance department covering close to 2000 internal controls across 7 Novartis Business Units totaling approximately $18B in revenues in the US Financial Service Center. Coordinated remote activities, coordinated External Audit across all Divisions and provided KPI reporting and insight to senior management for SOX Attestation.Highlights• No significant Internal or External control findings and effectiveness of controls at > 98%.• Reduced internal reporting process from 2 days to approximately 2 hours by creating a simplified excel file that could be used for multiple reporting purposes. Show less

Responsible for Financial Reporting internal controls cycle across 7 Novartis Business Units in the US Financial Service Center. Subject Matter Expert for Financial reporting controls and the largest Division at over $1B annual revenues, Coordinated audit across all Divisions and assisted in establishing policies and procedures to comply with Novartis Internal Control requirements.Highlights• Within first 3 weeks in positon, Senior Management requested my assistance in Heading… Show more Responsible for Financial Reporting internal controls cycle across 7 Novartis Business Units in the US Financial Service Center. Subject Matter Expert for Financial reporting controls and the largest Division at over $1B annual revenues, Coordinated audit across all Divisions and assisted in establishing policies and procedures to comply with Novartis Internal Control requirements.Highlights• Within first 3 weeks in positon, Senior Management requested my assistance in Heading up another Business Unit where they needed assistance in stabilizing the month end close. Managed the Division for 8 months, stabilizied the month end close, improved processes and enhanced account reconciliations and overall Internal Control adherence.• No significant Internal or External control findings. Show less

Promoted after one year to oversee North America accounting and reporting activities which accounted for approximately 45%-50% of the worldwide sales for leading global manufacturer and distributor of contact lenses. Performed and managed the month end process across multiple functions and the related financial reporting including fluctuation analysis and Balance Sheet Reviews. Highlights• Successfully hired and led a new team during the merger of Alcon and CIBA Vision… Show more Promoted after one year to oversee North America accounting and reporting activities which accounted for approximately 45%-50% of the worldwide sales for leading global manufacturer and distributor of contact lenses. Performed and managed the month end process across multiple functions and the related financial reporting including fluctuation analysis and Balance Sheet Reviews. Highlights• Successfully hired and led a new team during the merger of Alcon and CIBA Vision maintaining accurate and timely reporting with no significant control deficiencies.• Received 4 Executive Awards: 2 regarding high degree of accurate reporting and going above and beyond to ensure timely reporting, 2 regarding SAP implementations.• Initiated and produced documentation for closing and reporting procedures to create operational consistency. This document served as a cross training tool for staff and new hires.• Nominated to attend FRA College, an internal training course for associates within the various divisions of Novartis Consumer Health Financial Reporting and Accounting. Completed course 10/2009.• Identified system mapping error regarding price promotions where items consisting of specific criteria for revenue recognition were not applied correctly resulting in non compliance with Revenue Recognition guidance. This had a global impact and for the US the impact was material; therefore, implemented a temporary manual process to ensure accurate reporting while the system configuration and training could be resolved. • Nominated to participate in Pathways to Leadership which is a leadership training course dedicated to promoting a culture focused on a passion for winning. Graduated 12/2010. Show less

Manage the US accounting and reporting activities for the US General Ledger including preparing journal entries, account reconciliations, preparing the financial statements and Financial Controls Lead. Highlights• Assisted in successful implementation from PeopleSoft to SAP ERP systems while completing timely and accurate financial statements. This was accomplished by doing what ever it took to get the month end close and financial reporting completed in a 2 day timeframe.•… Show more Manage the US accounting and reporting activities for the US General Ledger including preparing journal entries, account reconciliations, preparing the financial statements and Financial Controls Lead. Highlights• Assisted in successful implementation from PeopleSoft to SAP ERP systems while completing timely and accurate financial statements. This was accomplished by doing what ever it took to get the month end close and financial reporting completed in a 2 day timeframe.• Improved close process by creating templates providing further automation of data to allow for more focus on validation and quality financial reporting Show less

Leading Publicly traded telecommunications company.Promoted to Manager within one year at leading Telecommunications company. Managed and guided team of seven in month-end closing and daily accounting functions for Accounts Receivable. Applied knowledge and analysis of full accounting cycle to drive increased flow of information to management ensuring compliance to regulatory and internal guidelines and policies.Highlights• Decreased closing timeframe by more than half… Show more Leading Publicly traded telecommunications company.Promoted to Manager within one year at leading Telecommunications company. Managed and guided team of seven in month-end closing and daily accounting functions for Accounts Receivable. Applied knowledge and analysis of full accounting cycle to drive increased flow of information to management ensuring compliance to regulatory and internal guidelines and policies.Highlights• Decreased closing timeframe by more than half by organizing staff functions efficiently to ensure not only full coverage of activities but also incorporating time for in depth analysis of transactions to ensure accurate monthly reporting. Show less

Responsible for creating, and updating on a regular basis, documentation and implementing SOX compliance guidelines within the Accounts Receivable function. Highlights• Audited intercompany and internal account transactions in regard to SOX deficiency and corrected approximately $1M in incorrectly reported amounts.• Performed and analyzed daily and monthly accounting activities to improve KPI reporting.• Assisted in successful implementation of process improvements… Show more Responsible for creating, and updating on a regular basis, documentation and implementing SOX compliance guidelines within the Accounts Receivable function. Highlights• Audited intercompany and internal account transactions in regard to SOX deficiency and corrected approximately $1M in incorrectly reported amounts.• Performed and analyzed daily and monthly accounting activities to improve KPI reporting.• Assisted in successful implementation of process improvements for billing system.• Assisted in automation of journal entries improving the efficiencies of the month end process. Show less

Local full service CPA firm specializing in industries such as construction, real estate, retail, non-profit and professional services, with client revenues raning from $100K to $10M.Served and advised clients on business, accounting and tax issues. Provided compilation, audit, tax planning and tax preparation services. Advised clients on complex accounting and tax matters and fulfilled Controller/CFO functions. Reviewed work of associates to ensure firm policy and procedures were… Show more Local full service CPA firm specializing in industries such as construction, real estate, retail, non-profit and professional services, with client revenues raning from $100K to $10M.Served and advised clients on business, accounting and tax issues. Provided compilation, audit, tax planning and tax preparation services. Advised clients on complex accounting and tax matters and fulfilled Controller/CFO functions. Reviewed work of associates to ensure firm policy and procedures were followed and client financial information was accurately presented.Highlights• Corrected client set up within accounting system to utilize system functionality to provide transparency to job costing information necessary for the client to properly manage the business. The end result allowed the client to provide more accurate bids, manage jobs within budget requirements and identify areas of opportunity for company growth and expansion.• Provided manufacturing client with initial set up of business structure which involved the set up of chart accounts and financial statements in the general ledger system, providing training and documentation of policies and procedures to ensure consistent and correct reporting, research of available business tax credits to ensure correct business structure providing maximum income tax benefits from start up, sales and use tax research and compliance requirements for a manufacturing entity with their product, payroll set up preparation and assisting in defining staffing requirements. The client was working out of California and was able to open their doors according to their business plan. Show less

Local, top 25, full service CPA firm specializing in industries such as medical services, construction, real estate, retail, non-profit and professional services for Publicly Traded and Private clients with revenue ranging from $5M to $100M. Contributed to profitability of Firm by providing audit, accounting and tax services. Advised clients on business, complex accounting and tax matters and fulfilled Controller/CFO functions. Provided compilation, audit, tax planning and tax… Show more Local, top 25, full service CPA firm specializing in industries such as medical services, construction, real estate, retail, non-profit and professional services for Publicly Traded and Private clients with revenue ranging from $5M to $100M. Contributed to profitability of Firm by providing audit, accounting and tax services. Advised clients on business, complex accounting and tax matters and fulfilled Controller/CFO functions. Provided compilation, audit, tax planning and tax preparation services. Reviewed work of associates to ensure firm policy and procedures were followed and client financial information was accurately presented.Highlights• Led audits after one year of working with the firm.• Reduced pass-through income in the amount of $466K which directly reduced the individual shareholder tax liability by discovering and correcting error in posted credit memos during audit of manufacturing client with consolidated financials consisting of foreign entities.• Remediated internal control failures within client accounts payable by recommending client implementation of internal operational controls such as segregation of duties, establishment and documentation of policies and procedures, proper period cut off and review of accounts payable aging to facilitate and ensure proper recording and control over purchase orders and accounts payables. Show less