Professional Experience

Thirty plus years of successful corporate accounting experience at various size companies, in manufacturing, retail, service, and not for profit sectors. Expertise in the areas of accounts payable, accounts receivable / credit management, general accounting cost accounting, strategic planning, process analysis and improvement. Conscientious and detail-oriented. Proficient in system and software upgrade/implementation, development of financial reports and models, budgeting/forecasting, and policy and procedure development and documentation. Certified Management Accountant (CMA). M.B.A. in International Business.

Principal Areas of Practice

• Expertise in financial and management accounting, with strong overall business skills.
• Accounting / finance liaison for accounting software system upgrades and implementations.
• Ability to assume various levels of accounting / finance management (Supervisor, Manager, Assistant Controller, Controller. Chief Financial Officer (CFO)) on an interim basis.
• Accounting / finance liaison with outside accounting firms for tax audits, financial statement preparation, and annual audits.
• Evaluation, development, and documentation of procedures.

Clients Have Included:

• Import Trading Company (Approx. $60 million in annual revenues)
• Software As A Service (SAAS) Company (Approx. $30 million in annual revenues)
• Transportation and Storage Company (Approx. $20 million in annual revenues)
• Architectural Design / Construction Firm (Approx. $2 million in annual revenues)
• Retail Grocery Company (Approx. $300 million in annual revenues)
• Retail Grocery Company (Approx. $500 million in annual revenues)
• Specialty Retail Grocery Company (Approx. $150 million in annual revenues)
• Janitorial Company (Approx. $25 million in annual revenues)
• Plastic Manufacturing Company (Approx. $12 million in annual revenues)
• Janitorial and Security Services Company (Approx. $60 million in annual revenues)
• Household Linens Manufacturing Company (Approx. $100 million in annual revenues)

Projects Have Included:

• Processing of A/P, A/R, General Ledger, and Cash Management.
• Transition from QuickBooks to Sage Intacct.
• Preparation of revenue recognition schedule.
• QuickBooks cleanup.
• Preparation for CPA income tax (accrual method, with inventory and cash method).
• Preparation for CPA annual review.
• Preparation of cash forecast analysis.
• Board Financial Reporting
• Oversaw transition from outside accounting firm review to annual audit.
• Implementation of ERP system (system administrator) and Business Intelligence Software, resulting in increased visibility to financial results for management and reduced reporting process time.
• Development of Budget process including multiple Excel templates, making budget compilation more efficient and allowing for various what-if scenarios.
• Shortening of period close cycle from 4 weeks to 2 weeks, by improved scheduling and process improvements.
• Development of weekly flash reports for sales and gross margins to allow for interim and mid-period reporting to management.
• Development of written policies and procedures
• Interim assignments as Controller, Accounting Manager, Finance Director, and Senior Accountant.