Timothy R. Email & Phone Number

Jacksonville, Florida, Us

With a comprehensive background in providing full-range accounting services for businesses of all sizes and stages, I bring a wealth of experience in various industries including manufacturing, tech, retail, medical services, and SaaS. My expertise spans across financial reporting, budgeting, implementing accounting software, financial system conversions, staff management, audits, general accounting, and the development of accounting policies and procedures. I have a proven track record of stepping in to fill any voids within a finance department swiftly and efficiently. My strong background in Profit & Loss and Balance Sheet preparation and review, cash flow forecasting, payroll, and general operations forecasting equips me to provide robust financial guidance and strategic oversight.In terms of system implementation and platform assistance, I am proficient in Netsuite, Salesforce, Bill.com, Expensify, Concur, QuickBooks, among others. This technical expertise, combined with my broad industry experience, positions me to deliver comprehensive financial solutions that drive business growth and efficiency.

Santa Monica, California, Us

• Oversee and manage all aspects of accounting, including the month-end/quarter-end/year-end close, AR/AP, payroll, fixed asset reporting and control, cost accounting, internal and external financial reporting (GAAP), budgeting and forecasting, financial controls, assist with audit, work with tax accountants for tax preparation, and cash management within established reporting/filing deadline.• Manage staff in each accounting department • Work closely with company Founders and Chiefs, taking on a lead role in achieving the goals set forth in the business model. Accomplishing this by reviewing expenses, analyzing sales data, and thinking outside of the box to be as efficient as possible• Work with department heads to review monthly costs, anticipate expenditures, and review assumptions.• Create and update forecasts and model to keep an accurate road map.• Review general ledger trial balances and necessary reports at month-end and complete appropriate variance analysis and additional research as needed.• Ensure that financial reporting, policies, procedures and internal controls are maintained and monitored.• Manage stock plan administration, including ESPP. Partner with legal teams on stock related transactions. • Acts as the primary liaison to external auditors and manage all formal audits and reviews.• Serve as the key technical accounting resource. • Merger and acquisition accounting• Implement, interface and manage software and apps from the ground up including QuickBooks Enterprise, Desktop, and Online, Bill.com, Expensify, eShares, Tallie, Xero. Slack, DropBox, and PayPal. • Lead tax compliance and planning in conjunction with external service providers.• Collaborate with the senior team on establishing corporate objectives, plans and budgets and identifying operational improvements and opportunities for growth.

New York, Ny, Us

• Evaluate and configure CRM system, and provide detailed end user documentation.• Provide technical support to end users, diagnosing and resolving problems.• Monitor data quality, data migrations, and data integration.• Gather, identify, and analyze CRM software requirements and ensure that they are met.• Assist in creation of long-term strategic goals for high data quality and appropriate data use.

Paris, Fr

• Setup and implemented a new retail and financial system to improve controls, processes and accuracy of transaction processing• Setup and implemented sales audit system• Designed and implemented financial & merchandising reporting• Provide guidance, recommendations and assistance with process review, approval and documentation to ensure accurate system and financial flow. • Managed year end physical inventory reconciliation• Responsible for annual budget and forecast process• Provide day to day support to Accounting• Implemented accounts payable process improvements; identified staffing needs, workload & priorities allocation, provided system & business processes training to increase productivity and decrease errors associated with invoice and payments processing• Reviewed and managed in-house end of sales tax audits. Reducing initial liabilities by 75%.• Managed a team of 10