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Accounting Controller Financial ManagerConnect with me using: ►►► tjmarx2@gmail.com ◄◄◄LION – LinkedIn Open NetworkerHigh energy results-oriented leader with broad and varied experience in finance and administration, committed to cost-effective management and quality performance. Seeking a position with an organization that is focused on corporate growth and efficiency within a strong team environment.Core Qualifications: • Budget Development • Project Management • Seasoned Problem Solver • Systems Implementation• Mentoring and Motivating Leader• Hands-on Team Worker
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CfoCalifornia Psychological AssociationSacramento, Ca, Us -
Director Of AccountingCalifornia Psychological Association Nov 2018 - PresentManaging all Accounting and Finance functions at this C(6) not for profit organization.
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CfoChildren'S Receiving Home Of Sacramento Jun 2015 - PresentManaging Finance, Accounting and various Administrative & Operations functions for 91-bed foster home for children sent from county child protective services, providing comprehensive care to children, youth and their families in the surrounding communities. • Redesigned financial reporting package for Board of Directors to provide more clarity to statements and provide more analysis and explanation of results in financial presentation, including benchmark metrics• Engaged project managers and fund development staff to increase inter-departmental dialogue and information sharing with Accounting and improve the process of capturing all billable activities and correctly allocate expenses over departments and programs• Developed extensive annual operating forecasts for 20 departments, including built-in flexibility to manipulate revenue and staffing scenarios to attain balanced budgets and positive cash flow • Achieved unqualified clean audits, including A-133 Single Audits with no findings
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Director Of FinanceCalifornia Medical Association Foundation Jun 2014 - Jun 2015Sacramento, California, UsOversee all Accounting and Financial functions for non-profit foundation:• Streamlined month end close process, consolidating and linking dynamic schedules for more consistency and accuracy.• Developed annual budget with detailed assumptions and interaction with all staff to identify revenue opportunities as well as all potential expenses resulting in a comprehensive and conservative forecast for the upcoming year -
Cfo W/Expertise In Financial & Project Management, Implementation, Budget Development, LeadershipElica Health Centers Jul 2013 - Jan 2014Responsible for overseeing Finance & Accounting, Administration, HR, IT, Medical Billing and Fund Raising• Streamlined Financial statement presentation materials for Board of Directors including narrative and financial performance metrics• Developed two year financial forecast of operations and cash flow to identify potential shortfalls in cash during implementation of electronic health records. Added focus to cost controls and justification requirement for adding staff that equates to revenue generation.
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Cfo W/Expertise In Financial & Project Management, Implementation, Budget Development, LeadershipPlanned Parenthood: (Shasta Pacific & Golden Gate Affiliates) Aug 1997 - Jun 2013Financial manager of not-for-profit medical services and community education organization, serving 17 counties in Northern California. Direct reporting to CEO and Board of Trustees. Responsible for all financial operations, budget development, medical billing, banking and risk management.• Managed budget development and analysis during organization growth from $24 to $45 million, and increasing from 275 to 500 employees in 3 years• Managed preparation of annual audits that consistently resulted in unqualified opinions with no management letter findings• Rebuilt Accounting department staff after merger of three affiliates; established duties, deadlines and procedures• Implementation of fund accounting and grant management software, improving cost capture and reporting to Foundations providing grants for programs and general operating functions
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Financial Controller W/Expertise In Operations, Administration, Cash Flow, Accounting, BudgetingAh Sam Florist & Greenhouse May 1993 - Aug 1997Responsible for all financial and human resource functions for the Bay Area's largest florist operation, managing 4 person Accounting staff.
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Consultant W/Expertise In Project Management, System Implementation, Financial Reporting, ForecastsSan Francisco Giants Jan 1993 - May 1993Assisted Controller with development of financial reports required by Major League Baseball. Determined how inherited computer system could be used to provide specific financial information needed, including budgets, forecasts, and analytical reports.
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Financial Controller W/Expertise In Operations, Start-Ups, Accounting, ForecastingBernie’S Fine Foods Jul 1991 - Jan 1993Responsible for all financial and administrative operations of food manufacturing start-up venture. Managed accounting, customer service, credit/collections, and administrative staffs; established initial accounting procedures and installed computer systems; orchestrated complete facilities move from Hayward to South San Francisco
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Financial Controller W/Expertise In Accounting Management, Systems Implementation, OperationsAngus, Inc., Dba Jenny Craig Weight Loss Centers Jan 1989 - Jul 1991Managed accounting and headquarters office personnel for Jenny Craig Weight Loss Centers franchise in Bay Area. Responsible for financial and banking operations, development and maintenance of MIS and office facilities. Installed stand-alone and LAN-based PC systems and implemented accounting, spreadsheet, word processing, and data base software.
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Financial Controller W/Expertise In Operations, Manufacturing, Accounting ManagementHopkins International Sep 1987 - Jan 1989Responsible for all financial and administrative functions of screen printing equipment manufacturer, including banking, financial reporting, purchasing, collections, personnel, and information systems. Reported directly to president/owner. Implemented use of electronic spreadsheets for cash flow, business plans, and general analysis, improving productivity measurement and timely reporting.
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Software Consultant W/Expertise In Project Management, Systems Implementation, Software TrainingXerox Computer Services Jun 1980 - Jun 1987Consulting, project management, installation, training, and ongoing support for customers of software services division. On-site support and instruction on application software; administration and implementation of client hardware and software requirements. Specification, development, and documentation of customized sub-systems for specific customer needs.
Tom Marx Skills
Tom Marx Education Details
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La Salle UniversityAccounting
Frequently Asked Questions about Tom Marx
What company does Tom Marx work for?
Tom Marx works for California Psychological Association
What is Tom Marx's role at the current company?
Tom Marx's current role is CFO.
What is Tom Marx's email address?
Tom Marx's email address is tm****@****ych.org
What is Tom Marx's direct phone number?
Tom Marx's direct phone number is +141520*****
What schools did Tom Marx attend?
Tom Marx attended La Salle University.
What skills is Tom Marx known for?
Tom Marx has skills like Budgets, Nonprofits, Leadership, Fundraising, Strategic Planning, Auditing, Healthcare, Financial Reporting, Board Development, Non Profits, Philanthropy, Community Outreach.
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