Terry Smith Email & Phone Number

Houston, Tx, Us

Columbus, Ohio, Us

Columbus, Ohio, Us

Mason, Ohio, Us

• Manage General Accounting, AR, AP and Payroll • Oversee monthly close, consolidation and reporting of multiple companies, US and Int’l• Reconcile IC activity between US and Int’l companies• Oversee annual Financial Statement, 401k ERISA, and insurance audits (P&C/BWC)• Complete and/or review BS account reconciliations, high activity/volume in deferred revenue, prepaids, inventory and fixed assets• Supervise the payroll processing and reporting of over 400 employees in multiple companies to include 401k contribution and benefit withholding submission and reconciliation to payroll records and invoices• Monitor the daily/weekly/monthly billing of drop and direct shipments, parts, DMS subscriptions, and IC charges as well as the cash application and collections related to these billings• Monitor the weekly pay cycle and reconciliation of the AP Clearing account and Received not Invoiced report • Process, record and reconcile the monthly PCard activity • Work closely with Procurement and Logistics to clear all PO related invoices• Assist in annual physical inventory counts at 4 locations• Oversee and advise on system upgrades and/or implementations• Work with Corporate Controller, Public Accounting firm and Tax software firm to review for nexus and set up sales/use tax processing

New York City, Ny, Us

•Oversight of over $150M in royalty payment processing for US, UK and Canada•Monthly close of royalty sub ledgers and reconciliation to General Ledger•Forecast accrual and expense accounts related to royalty activity•Monthly Cash Flow analysis •Manage local staff (3) and offshore team (6) to process improve and implement six sigma strategies•Oversight of annual external audit of royalty payment processing•Maintain royalty related internal controls for Sarbanes-Oxley (SOX)

New York City, Ny, Us

•Managed local AR staff (4) and Cash Application offshore teams (15) •Supervised cash application of over $6M/day •Responsible for the monthly closing of multiple AR sub ledgers•Reviewed and approved cash, accounts receivable (AR), customer prepaids, and bad debt reserve journal entries and account reconciliations •Responsible for AR, prepaid, and bad debt Forecasting•Prepared monthly cash flow analysis, DSO reporting and commentary •Integrated acquisitions into AR sub ledgers and general ledger•Ensured all services performed in accordance with transition services agreements (TSA’s) for divested business units•Designed, performed and maintained effective internal controls in compliance with SOX. Performed management testing and worked with auditors to remediate any identified deficiencies

New York City, Ny, Us

•Assisted in the successful integration of $4B acquisition (18 business entities) -merging chart of accounts, posting opening balance sheet figures and making working capital adjustments •Oversaw and/or prepared reconciliation of balance sheet accounts •Reported monthly and quarterly financial results for US and AU business units •Initiated the successful reconciliation of sale tax accrual accounts (major project) •Worked with US and foreign business units to assist with their monthly close •Reconciled monthly intercompany accounts •Worked on divestitures and Transition Service Agreements (TSA) •Maintained fixed asset sub ledgers, narratives and monitored compliance •Considered fixed asset SME and assisted in the transition and training of fixed asset work to offshoring team

•Performed financial statement audits of nonprofit and for-profit entities •Worked on compilation and review reports including compiling financial statements •Assisted clients with monthly bookkeeping, financial reporting, and budget requirements •Presented prepared monthly financials and annual budgets to Board of Directors •Prepared business, individual and nonprofit tax returns •Reviewed monthly payroll and quarterly/annual payroll tax filings •Performed annual inventory count observation •Acted as interim controller for major client performing financial and human resource functions •Trained and supervised accounting staff (4)

Dayton, Oh, Us

•Performed financial statement audits of nonprofit and for-profit entities •Conducted client interviews and led internal meetings to facilitate effective and efficient audit planning and execution •Compiled and presented audit findings and suggested practical business improvement •Performed limited-scope benefit plans audits •Prepared nonprofit tax returns (Form 990) •Trained and supervised staff on audit engagements

•Performed an attestation project in a regulated environment. •Provided reimbursement agent functions for the Title IV programs. This included file reviews to ensure regulatory compliance, certification and submission to the Department of Education within required time frames •Provided consulting and attestation services to higher education clients in various aspects of the administration of the Title IV programs.