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Click here or scroll down to respond to this candidateCandidate's Name , CPA, CMADublin, OH Street Address PHONE NUMBER AVAILABLEEMAIL AVAILABLE LINKEDIN LINK AVAILABLECREATIVE CONTROLLER & FINANCIAL DIRECTORNavigating Solutions for Complex IssuesAnalytical and results-focused advisor with extensive Controllership and Operations experience. Utilizes collaborative approach to develop and implement quality solutions through financial controls and process improvements. Identify strategies to maximize human capital with and implement technological applications that improve operational and financial performance of middle market companies.Accounting OperationsFinancial Planning / AnalysisTreasury and Risk ManagementTax AdministrationSystems ImplementationShared Services (Offshore)Revenue Recognition (ASC 606)Lease Accounting (ASC 842)Financial Reporting / SECPayroll and Human ResourcesPROFESSIONAL EXPERIENCEEnumerate, Knoxville, TN 2022 - 2024A private equity SaaS company supporting property management companies and community associations.Vice President Financial ControllerCompletion of three years of audited financial statements in an 11-month period.Implementation of NetSuite ERP system with supporting platforms (Avalara, Versapay, UKG).HiberCell, Inc, New York, New York 2020 - 2022A clinical-stage oncology company focused on discovering & developing novel therapeutics targeting cancer.Corporate ControllerDeveloped and maintained a system of financial reporting and internal controls. Duties included Accounting Operations, Treasury, Insurance, Tax and Accounting Information Systems.Led S1 registration filingAcquisition Due Diligence for Bio Pharmaceutical companyIndependent Consultant 2017 - 2020Provide accounting services to Life Sciences, Technology and Healthcare organizations.Interim Controller for $400 million payroll services company focusing on NetSuite ERP implementation, revenue assurance including transition to ASC 606, IPO readiness and tax complianceImplementation of NetSuite ARM and Suite Billing for $90 million SaaS serving banks and credit unionsRecovered $190K of state sales taxes due to incorrect filingsPrepared Tax Exposure Analysis and Voluntary Disclosure Agreements for 12 states, saving over $200K,Identified $435K of revenue and billings leakage while improving controls of order to cash and ASC 606Recovered $58,000 from incorrect State Income Tax filingsPrepared Tax Exposure Analysis and Voluntary Disclosure Agreements for 12 states, saving over $200K,Streamlined and improved order to cash cycle for $1.2B global international medical technology company by documenting current process and implementing process and specific actions.Applied NetSuite Advance Revenue Module (ASC 606) for providers of retail, vehicle, engineering & technical services, and healthcare solutions, ensuring compliance with new accounting pronouncements.Improved product profitability analysis for services $500M gas turbine engine manufacturer by identifying cost drivers, walking though shop floor, correcting accounting errors that impacted supply chain.Implemented ASC 842 technology solutions for clients in various in retail and manufacturingReengineered month-end close and financial reporting process and internal controls for national multi-unit healthcare organization; reducing month end close from 3 weeks to 6 days.Candidate's Name EMAIL AVAILABLE PAGE TWOKONY, INC., Austin, TX 2015 - 2017$100M leading SaaS enterprise in digital and mobile-based applications to 250M global users.Director of Accounting, Assistant Treasurer, and 401K TrusteeImplemented and maintained a system of internal controls and ensure that company assets are adequately safeguarded. Made certain all financial and Board reporting was prepared in compliance with US GAAP. Duties included Revenue Recognition, Payroll, Accounting Operations, Treasury, Insurance, Global Tax, and Audit Committee. Evaluated NetSuite ARM module for ASC 606 upgrade.Remediated internal control weaknesses in financial reporting. Developed month-end financial reporting package for Senior Leadership Team.Subleased unused Florida office space improving cash flow by $200K.Re-negotiated $25M debt facility with Silicon Valley Bank.Streamlined monthly commission process and consolidated global payroll providers saving $75K.Led configuration of Net Suite Revenue reporting system and forecasting data from Salesforce.com.Boosted bottom line by improving DSO 30% from 70 days to 49 days over 6-month period and reducing bad debts from $360K to $14K.Accounting & Finance Consultant 2013 - 2015Prepared audited financial statements, quarterly bank compliance reporting and monthly financial reporting package for management & BOD for $200M international manufacturer of security products. Held oversight for monthly and quarterly SEC financial statements of Fortune 20 healthcare organization using SAP.Achieved 20% reduction through preparation of business case analyzing freight and distribution costs from Mexico and US.Developed business plan and pricing model for online tutoring and educational advising SaaS.Documented internal control narrative and risk control narrative for consolidation and financial reporting.Prepared financial statements for audit of home delivery service (PE) company serving retail.Prepared documentation, allowing ecommerce company to apply as payment institution (PI) in Europe.Completed refinancing of $6M debt for $40MM costume jewelry retailer, increasing sales $500K.GXS, INC. (now Open Text), Gaithersburg, MD 2011 - 2013Controller - AmericasProvided financial and strategic leadership to accounting and financial professionals throughout North America, South America, and Manila, Philippines.Remediated internal control weaknesses in financial reporting, fixed assets, and procure to pay processes.Initiated Fixed Assets physical inventory and reconciliationInitiated SR&ED, which will yield minimum annual savings of $50K in Canadian tax credits.Contributed savings of $100K monthly through implementation of CONCUR travel and expense solution worldwide.Implemented American Express BIP program, resulting in annual rebate of $200K.Assisted in preparation of $775M debt refinancing. Prepared 5-year cash flow model and analysis of covenants.Rolled out Global SOX-like internal control and compliance program and operating environment:Established and implemented FCPA (Foreign Corrupt Practices Act) audit process.Risk & Controls template for Oracle Financial Apps and monthly financial closing checklist.Quarterly internal control and disclosure surveys of executives and financial leaders.Candidate's Name EMAIL AVAILABLE PAGE THREEIBM (STERLING COMMERCE), INC., Dublin, OH 2005 - 2011$750M enterprise. Leading provider of business process integration, supply chain management and e-selling applications.Director of Finance / Controller - AmericasProvided financial and strategic leadership to accounting and financial professionals based in North and South America, and Bangalore India. Held responsibility for revenue recognition, commissions, software capitalization, financial analysis, financial reporting, SOX compliance, tax, risk management, disbursements, and internal (AT&T) and external (E&Y) audits.Reduced close 65% (from 4 to 1 1/2 days), allowing for meaningful and timely F/S analysis to functional leaders. Disseminated information via pre-close reports and consolidated reporting format to executives.Saved $700K per annum by restructuring Americas Accounting and tightening internal controls in Latin America and Canada while improving effectiveness of sales support, IT, purchasing, facilities, and HR.Increased productivity 30% and saved $100K+ per year by establishing Global Accounting Practice (shared services center) in Bangalore, India and leveraging global operations.Improved process in Brazil to invoice and collect $4M+ in maintenance and network billings.Implemented Quarterly Internal Control disclosure survey of operations, sales, & financial management.Reengineered processing of Services Accounting, ensuring proper matching of costs / revenue.Established and implemented FCPA (Foreign Corrupt Practices Act) audit process.Held leadership role in integration of Accounting and Human Resources operations from 2 acquisitions.Eliminated $500K of potential royalty liability via thorough review of contracts and addendums.Saved $100K per annum by implementing OnBase image scanning / workflow.Initiated fixed asset monitoring and reconciliation procedures, including physical inventory.ADDITIONAL PROFESSIONAL EXPERIENCEKLEINER PERKINS CAUFIELD & BYERS, Menlo Park, CAController of Portfolio InvestmentsCommercial Vehicle Group, Columbus, OHCorporate ControllerACI Industries, Dublin, OHCorporate ControllerHoneywell Aerospace, Urbana, OHManager, Corporate AccountingLimited, Inc., Columbus, OH and New York, NYManager Financial ReportingPRICEWATERHOUSECOOPERS, Indianapolis, INSenior Staff AccountantEDUCATION AND CERTIFICATIONSBachelor of Business Administration (BBA), Accountancy, University of Memphis, Memphis, TN Certified Public Accountant licensed in Ohio; Certified Management Accountant |
