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Discover excellence with ROARK's Star Consultants and Star Professionals in finance and accounting. Connect with us today!

ROARK Stars

About our ROARK Stars

ROARK is excited to offer our Star Consultants and Star Professionals!

We have partnered with some of the best finance and accounting professionals in order to provide you with the best service possible.

Our team of consultants can help with any major project or serve as interim professionals. And our Star Professionals are the cream of the crop - they are looking for their next great company and role.

Let ROARK help you find your next great financial executive. We have the resources and expertise to make sure you find the perfect fit for your company.

Call: (424)419-2837

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ROARK Stars
    Executive Consultant CFO / VP Finance / Controller

    5203

    CPA, MBA, CMA with expertise in finance, manufacturing inventory analysis, and strategic planning. Improved gross margins by 10% over six years, maintaining clean audits and securing competitive borrowing rates.

    Expertise
    • CPA, MBA and CMA
    • Highly regarded finance executive with the ability to lead and excel in a professional environment
    • Expertise in manufacturing inventory cost analysis, valuation & control
    • Strengths include financial management, reporting, strategic planning and analysis, and presentation of consolidated GAAP profits and cash
    • Experienced working with companies ranging from 20M-200M
    • Increased gross margins 10% of six years improving bottom line of 1M annually
    • Clean audits by CPA firm
    • Obtainined competitive borrowing rate in new bank financing

    Industries Served
    Manufacturing, Aerospace, Hi-tech, Medical Device

     

    Im Interested, Let's Talk!

     

     
    Controller

    4343

    Dynamic, Perceptive, Licensed CPA with Extensive Finance and Accounting Experience Across Several Industries

    Expertise
    • Experienced With Sec Filings. (10-K, 10-Q & S-1)
    • Technical Fasb And IFRS Implementation
    • Financial Planning And Analysis
    • Audit Management
    • Implementation of ASC 606
    • IPO & M&A
    • Human Resources
    • Financial Reporting
     
    Industries Served

     Manufacturing, Printing, Publishing, Healthcare, Pharmaceutical, Biotechnology, Solar, Software

     

    Im Interested, Let's Talk!

     


     
    Management Consultant - Financial Planning & Analysis

    38332

    Led FP&A, established budgeting, forecasting, and analysis processes, developed financial models, and continuously improved processes. Managed budgets, implemented best practices, and prepared executive and board presentation decks.

    Expertise
    • Lead FP&A function
    • Establish budgeting, forecasting, and analyses processes
    • Develop robust financial models and reporting
    • Monitor and analyze financial performance and Key Performance Indicators (KPIs)
    • Prepare and maintain detailed weekly cash flow models
    • Produce accurate and timely financial reports for management and stakeholders
    • Continuously improve financial planning and analysis processes
    • Implement best practices and automation to enhance efficiency and accuracy
    • Manage capital and operating budgets
    • Prepare Executive meeting and board presentation decks
     
    Industries Served

    Telecom, Education, Software Development, Engineering, Consumer Products/ Media

     

    Im Interested, Let's Talk!

     


     
    Executive Consultant - CFO / VP Finance / Controller  (CPA)

    22608

    Experienced finance professional specializing in solutions for Finance, Operations, and IT. Recognized for expertise in accounting, auditing, financial reporting, budgeting, project management, and process improvement, including ASC 606 Revenue Recognition implementation.

    Expertise
    • Experienced finance professional focused on delivering business solutions to Finance, Operations and IT organizations
    • Recognized for expertise in accounting, auditing, financial reporting and budgeting
    • Skilled in project management assignments, process improvement and organizational strategies
    • Assisted with the implementation of ASC 606 Revenue Recognition
    • Experience with: Financial Close Process & Reporting, Financial Planning & Analysis, Accounting Operations & Leadership, Operational Strategies & Improvement, Process Review & Improvement
     
    Industries Served

    Entertainment, Public Accounting

     

    Im Interested, Let's Talk!

     


     
    Controller with CPA and Big 4 Experience - Management Consultant
    35904

    Oversaw Accounting, improved processes with BrightPearl retail system, led a first-year PwC audit, managed VAT & GST taxes for multiple countries, conducted a finance statement rollback, and oversaw various tax filings.

    Expertise
    • Oversight of the Accounting department
    • Improve & develop processes in implementing retail operating system (BrightPearl) to connect with SPS Commerce & Quickbooks
    • Spearheaded a first-year balance sheet audit with PwC within months of joining the company and recorded audit adjustments
    • Oversee the preparation of quarterly VAT & GST taxes related to Canada, UK, Netherlands, Belgium, & Australia with a third-party
    • Prepared a finance statement rollback from the audited year-end financials to the date of partial sale to a European company
    • Filed 1099s & 3921, sales tax, property taxes & oversee outsource tax function in preparation of Form 1120 & CA State Form 100
     
    Industries Served

    Manufacturing, Tech, Aerospace

     

    Im Interested, Let's Talk!

     


     
    Financial Controller

    37529

    Financial and cost accounting expert with director-level experience in finance and accounting, specializing in SAP implementation. Transitioning from financial management to portfolio, program, and project management.

    Expertise
    • Financial and cost accounting expertise
    • Six Sigma expert
    • Championing change management and driving revenue-performing, cost-cutting initiatives
    • Extensive background in financial management transitioning to portfolio, program, and project management
    • Experience in managing virtual teams worldwide
    • Director-level finance and accounting management experience
    • Subject Matter Expertise in SAP implementation

     

    Industries Served

    Manufacturing, Construction

     

    Im Interested, Let's Talk!
     

     
    Accounting and Systems

    38658

    Over 20 Years of Technical and Functional Management Experience in the Areas of Operations, Accounting, Manufacturing, Systems and Software

    Expertise
    • Extensive experience in the development of business systems infrastructure, process re-engineering, and Enterprise Resource Planning
    • Led over 10 ERP implementations
    • Completely Restructured Chart of Accounts
    • Trained on Business Processes
    • Implemented Changes to increase efficiency
    • Developed Balance Sheets Income Statements
    • Developed Purchasing Reports, Payables, Receivables
    • Brought inventory accuracy up to 95% plus
    • Doubled the capacity to process customer orders
    • Implemented CRM and Order Processing software and systems at 40 client sites

     

    Industries Served
    Manufacturing, Wholesale, Warehousing, Logistics, Supply Chain Management, Construction

     

    Im Interested, Let's Talk!

     


     
    Controller

    18383

    Seasoned Accounting and Finance Executive skilled in audits, IFRS, forecasting, budgets, strategic planning, cash management, statement reporting, LBO preparation, cost control, company sale preparation, banking relationships, system implementations, and lean accounting.

    Expertise
    • Annual Audits
    • IFRS
    • Forecasting / Budgets
    • Strategic Planning
    • Cash Management
    • Statement Reporting/Analysis
    • Accounting/Finance Infrastructure Set-Up
    • LBO Preparation And Mananagement
    • Cost Control
    • Company Sale Prep
    • Banking Relationships
    • System Implementations
    • Management Reports And Measurements
    • Dashboards
    • Lean Accounting

     

    Industries Served

    Manufacturing, Distribution, Service

     

    Im Interested, Let's Talk!
     
    Results Oriented CFO with MBA
    35304

    Strategic Accounting and Finance Executive managing diverse departments, specializing in reorganization, credit negotiations, asset structuring, and successful mergers. Proficient in system implementations, financial controls, business planning, budgeting, and annual audits. Fluent in English, Cantonese, and Mandarin.

    Expertise
    • In charge of Finance, Accounting, Legal, IT, HR, Payroll and Administration departments
    • Re-Organize Accounting department
    • Negotiate with banks for credit lines
    • Structure asset and debt levels
    • Mergers & Acqusitions
    • System Implementations including redesign of IT infrastructure, merging two warehouse management systems
    • Built financial controls
    • Prepare business plans, budgets and oversee cash flow
    • Direct annual audits including, tax, insurance, property tax and 401K
    • Fluent in English, Cantonese and Mandarin

    Industries Served

    Supply Chain / Logistics,  Consumer Products

     

    Im Interested, Let's Talk!

     

     
    Experienced CFO (Former Big 4 CPA) with strong leadership and operational success
    37114

    Experienced CFO, Big 4 CPA, led fastest-growing office with 154% revenue growth, expertise in financial reporting, forecasting, and strategic planning across diverse industries.

    Expertise
    • CPA, MBA
    • Financial leader for fastest growing office in the country from 2018-2023, with revenue growth of 154%
    • Office achieved 100% growth over 5 years in total office sales and 300% in new advisor sales, opening 2 new offices and expanding market impact
    • Established quarterly forecast process and led initiative to improve forecast accuracy
    • Created cycle count procedures to improve inventory accuracy and drive on-time delivery
    • Constructed internal controls and adherence to GAAP for financial statement reporting
    • Demonstrated ability to translate financial insights into actionable business strategy.
    • Experienced with Financial Reporting, Financial Modeling, GAAP, Forecasting/Budgeting, Process Improvement, Cost Accounting, Strategic Planning, Investment Analysis and Project Management

     

    Industries Served

    Financial Services, Import/Distribution, Manufacturing, Public Accounting

     

    Im Interested, Let's Talk!

     


     
    CFO with Private and Public Industry Experience

    5203

    Experienced CFO (Big 4 CPA, MBA) specializing in ERP implementation, tax savings, acquisitions, and SEC reporting. Expert in ASC606 and ASC842. Improved cash flow, maximized retention credits by $2M.

    Expertise
    • Big 4 CPA, MBA
    • Strong Accounting, Finance and Tax background
    • Implemented NetSuite ERP to provide operational visibility to multiple co-packer/warehouse locations
    • Initiated and managed numerous tax savings programs
    • Financed and integrated five acquisitions including tax planning, negotiation support and diligence
    • Experience with ASC606 and ASC842
    • Led SEC reporting activities post-IPO
    • Primary responsibility for implementation of new accounting standards
    • Increased cash flow by resolving EDI issues with customers
    • Maximized employee retention credits, increasing claims by $2M over expectations

     

    Industries Served
    Manufacturing (Food & Bev, Semiconductor, Medical Device), Big 4

     

    Im Interested, Let's Talk!

     


     
    Growth CFO (former Big 4 CPA) with proven success leading financial operations - Orange County
    29251

    Growth CFO (former Big 4 CPA) in Orange County, drove 35% DTC profit increase, achieved 60% global growth, and raised $35.0m in working capital. Streamlined operations for 30% cost savings and improved cash flow by 18%.

    Expertise
    • Drove 35% growth in direct-to-consumer brand business through strategic financial and market initiatives.
    • Engineered financial KPI’s & dashboards for brand, product, and direct-to-consumer metrics yielding 23% increased profitability.
    • Designed procedures in direct-to-consumer product distribution and cost efficiencies leading to cost savings of 12%.
    • Drove 60% global growth with European subsidiary acquisitions in the United Kingdom, Switzerland, Spain, and Germany.
    • Enhanced global ecommerce supply chain management & global ecommerce inventory management increasing cash flow 18%.
    • Raised $35.0m of working capital through debt financing, utilizing strategic negotiations and cultivated financing relationships.
    • Accelerated bottom line 10%-20% through financial leadership in wholesale distribution, direct-to-consumer & retail operations.
    • Slashed annual inventory levels by $3.0m by implementing forecasting methodologies and establishing appropriate goals.
    • Expanded company profits through identification of cost efficiencies and restructuring of programs yielding 30% cost savings.

    Industries Served
    Direct-to-consumer, Wholesale, Retail, E-Commerce

     

    Im Interested, Let's Talk!

     


     
    Experienced Manufacturing CFO with CPA, MBA
    37228

    Experienced Manufacturing CFO with CPA, MBA, and 15+ years of leadership. Improved profitability, led financial structure for a $20M startup, managed a $40M acquisition, and reduced aged inventory. Expert in cost build-up for a $675M contract and PE-owned companies.

    Expertise
    • Innovative and results-focused leader with 15+ years of proven experience in executing financial strategy, managing all aspects of accounting, auditing, budgeting, and financial reporting
    • Improved year-over-year profitability by $2M by carving out poor performing products and coordinating an exit strategy
    • Carved out a standalone financial structure for a $20M new start-up business, including preparation of financial statements, coordinating customer and supplier direct relationships, deploying policies and procedures, and establishing a financial reporting structure
    • Led the accounting, finance, IT and HR integration activities for an acquisition of a $40M business
    • Implemented working capital initiatives for A/R, A/P, and inventory that resulted in a $3.2M reduction of on-hand aged inventory in the first twelve months
    • Led the cost build-up and pricing scenarios for a $675M multi-year contract
    • Experience with PE owned companies

    Industries Served

    Manufacturing

     

    Im Interested, Let's Talk!

     


     
    Forward-looking CFO with years of Experience in multimillion-dollar corporations

    37126

    Forward-looking executive with 25+ years ensuring robust financial operations, developing plans, enhancing efficiencies, and forging alliances for multimillion-dollar corporations, up to $500M.

    Expertise
    • Forward-looking executive with 25+ years of success in ensuring robust financial operations for multimillion-dollar corporations.
    • Develop financial plans and establish strategic direction to achieve sustainability and support operating needs.
    • Evaluate existing processes to identify areas for improvement; revamp ineffective procedures/controls to enhance efficiencies, cut costs, and mitigate risk.
    • Forge alliances and partner with C-level decision makers, stakeholders, and clients to achieve company targets, increase profits, and enable growth.
    • Experience with company size up to 500M

    Industries Served

    Defense, Trade

     

    Im Interested, Let's Talk!

     


     
    Experienced Financial Executive with a Proven Track Record in Global Manufacturing & Distribution

    15634

    Experienced Financial Executive (MBA, CMA) with a proven track record in global manufacturing and distribution. Oversaw financial operations, implemented cash flow projections, improved pricing strategies, and formulated future company direction.

    Expertise
    • MBA, CMA
    • Developed financial and tax strategies, managed capital requests, and budgeting processes.
    • Effectively oversaw the financial operations of subsidiary companies and foreign operations.
    • Developed reliable cash flow projection processes and reporting mechanisms.
    • Evaluated the business model, value chain, and implemented strategies for profitable segments.
    • Implemented improved pricing strategies and streamlined promotion processes.
    • Formulated the future direction and tactical initiatives for the company.
    Industries Served

    Manufacturing, Distribution

     

    Im Interested, Let's Talk!
    Highly Accomplished Financial Executive (CPA) with 15+ years Experience

    4134

    Accomplished Financial Executive (CPA) with 15+ years of experience in Accounting, Finance, SEC Reporting, FP&A, Operation Controlling, Audit Management, SOX Compliance, Strategic & Financial Planning, and Cross-Functional Leadership. Bilingual in English and Mandarin.

    Expertise
    • Accounting & Finance (General/Cost/Govt)
    • SEC Reporting / FP&A
    • Operation Controlling
    • Audit Management & Support
    • SOX Compliance
    • Strategic & Financial Planning
    • Budgeting/Forecasting
    • Team Building, Training & Development
    • Lean Manufacturing
    • Senior Executive Support
    • Cross Functional Leadership
    • Bilingual – English/Mandarin

     

    Industries Served

    Manufacturing

     

    Im Interested, Let's Talk!

     

     
    Experienced Finance Leader - Proven Revenue Enhancer
    2073

    Experienced Finance Leader with a proven track record in start-up, pre-IPO, and large company environments. Achievements include improving DPO by 30%, leading a 5-month ERP implementation, and restructuring processes for increased revenue.

    Expertise
    • Proven leader in finance and accounting with experience in start-up, pre-IPO, and large company environments.
    • Improved DPO by 30% within three months through SAP automation and implementing AP Shared Services.
    • Led a 5-month ERP implementation project.
    • Established company Treasury function within 90 days, including new banking relationships and accounts.
    • Restructured manufacturing and cost reporting processes, resulting in increased revenue.
     
    Industries Served

     Manufacturing, Distribution

     

    Im Interested, Let's Talk!

     


     
    Dynamic Finance and Accounting Professional with Big 4 Background and MBA

    37758

    Dynamic Finance and Accounting Professional with Big 4 Background and MBA, proficient in US GAAP, Revenue Recognition ASC 606, Project Management, Budget Management, Variance Analysis, SOX 404 Testing, and Transfer Pricing Operations.

    Expertise
    • General & Technical Accounting US GAAP
    • Revenue Recognition ASC
    • 606 US GAAP
    • Project Management
    • Month-End Process Acceleration
    • Budget Management & Forecast Reporting
    • Balance Sheet, Profit Loss and Variance Analysis
    • Quarterly Reporting
    • SOX 404 Testing full cycle
    • Data Analysis, Data Modeling
    • Management & Financial Reporting & Dashboards
    • Transfer Pricing Operations
     
    Industries Served

    High-tech, Telecom, Construction, Engineering

     

    Im Interested, Let's Talk!

     


     
    VP Finance and Accounting Executive with CPA and MBA

    24806

    Experienced VP Finance and Accounting Executive, CPA, and MBA adept in public accounting, departmental setup, ERP integration, M&A, financial audits, and diverse company management. Proven in budgeting, forecasting, process improvements, and corporate tax with 4+ years in the corporate tax department.

    Expertise
    • Public Accounting background
    • Setup and revamped accounting departments, business processes and departmental budgets
    • Integrated ERP systems and structured M&A deals
    • Issue reviewed, audited and PCAOB audited consolidated financial including income tax provision (up to 40 companies) including audited involving rollback years
    • Diverse company sizes from start-up, distressed and mature) ranging from $15M to $750M
    • Developed and instituted 3-5 years budgets and forecasts for multi-entities
    • Led ERP Implementations: Great Plain Dynamic, Yardi, QuickBooks Enterprise & Odoo
    • Identified and developed process improvements for manufacturing, operations and sales
    • Developed and monitored business trends through the establishment of KPIs
    • Performed due diligence in business valuation and managed integration of businesses.
    • 4+ years of experience working in corporate tax department (Income Tax and SALT planning and compliance)
    • Created and implemented SOPs in manufacturing settings including BOMs and inventory analysis.
     
    Industries Served

    Manufacturing (CPG and equipment), Real Estate, Legal, Tax

     

    Im Interested, Let's Talk!

     


     
    Self-driven Finance Manager, FP&A Wiz with Global Manufacturing Background

    38274

    Experienced Finance Manager and FP&A expert in global manufacturing. Led teams for companies ranging from $130M to $1B, overseeing P&L, business partnerships, process improvements, budgets, forecasts, and reporting. Expert in global financial consolidations, CAPEX restructuring, EBITDA, Revenue flash reports, and operational metrics.

    Expertise
    • Experience with privately held, publicly held and prive equity owned companies ranging from 130M-1B
    • Lead a team of analysts tackling 100M of business revenue in finance support to P&L management, business partnering, process improvements, annual budgets, mid-year forecasts, & month end deliverables/reporting
    • Prepared the internal global financial forecast consolidation, working with Latin America, Canada, Asia, & USA teams
    • Restructured and simplified the CAPEX process
    • Implemented first ever EBITDA and Revenue flash reports
    • Developed a consolidated cash flow model related to actual & projected working capital & capital expenditures
    • Developed new operation metric reports & models from the ground up including work order schedule adherence, OPEX performance, OT analysis, on-time shipping, manufacturing efficiency, etc.
     
    Industries Served

    Manufacturing, Services & Software Development

     

    Im Interested, Let's Talk!

     


     
    Growth-minded VP Finance (MBA) of mid to large size companies
    38436

    Growth-oriented VP Finance (MBA) for mid-large companies. Visionary in profit improvement, benchmarking, and cash management. Led P&L redesign, international unit analysis, and cost savings initiatives. Achieved ~$0.3MM expense reductions. Introduced a waterfall chart and collaborated on pricing and gross margin expansion.

    Expertise
    • Developed vision for opportunities and risk, focusing on sharing profit improving ideas with business units, improving benchmarking of facilities across company, and cash management opportunities
    • Led redesign of key business unit P&L to better highlight quality of earnings
    • Spearheaded deep dive of an international business unit to identify EBITDA and cash improvement opportunities
    • Led corporate cost savings team to identify ~$0.3MM in expense reductions
    • Led the development of new waterfall chart in order to identify future risks and opportunities to annual plan
    • Partnered with divisional sales team to develop pricing options for new distribution opportunity and reviewed opportunities for gross margin expansion

     

    Industries Served

    Consumer Products, Manufacturing

     

    Im Interested, Let's Talk!
     

     
    Strategic Director of Finance with Public and Private Company Experience

    33317

    Strategic Director of Finance with expertise in FP&A, strategic planning, M&A, and operational excellence. Leads FP&A, enhances profitability reporting, guides annual planning, and integrates acquisitions. Oversees budgeting and monthly forecasts.

    Expertise
    • Accomplished leader with significant financial acumen spanning all aspects of Finance: FP&A, Strategic planning, domestic and foreign sourcing, M&A, pricing models, operational excellence, budgeting, forecasting, MD&A, and turnaround assignments
    • Report to CFO while leading FP&A team
    • Developed, executed and improved full cycle monthly, quarterly and yearly close activities as well as deliverered consistent daily and periodic profitability dashboards, metrics and reporting to support Executive team
    • Drove and supported all activities around the annual four-year strategic plan process, inclusive of new market entries, existing market movements and share fluctuations, as well as consolidation into the corporate wide plan submission to sponsors and the BOD
    • Developed and designed reporting and metric packages and approaches that enabled deep understanding and real-time views of consolidated corporate activities, eventually funneling into the production and publication of quarterly and yearly financial statements, inclusive of MD&A
    • Integrated acquisitions into current reporting structure
    • Lead annual budgeting process and monthly forecasts

     

    Industries Served

    Manufacturing, CPG

    Im Interested, Let's Talk!
     
    Experienced Construction Controller Active CPA with Big 4 Experience

    38446

    Experience with public and private companies. Improved cash position by 23%, strengthened GAAP compliance, and enhanced certified payroll to 98%. Streamlined reconciliation processes, managing filings and tax packages for seventeen companies.

    Expertise
    • Experience with public and privately held companies
    • Improved Cash Position by implementing enhancements resulting in a 23% DSO improvement
    • Implemented cash balance reporting and developed statistical cash forecasting models
    • Initiated various accrual processes to strengthen GAAP compliance
    • Led efforts to improve certified payroll compliance from 50% to 98%
    • Implemented routine interim balance sheet and clearing account reconciliation processes, reducing clearing account balances by 70%
    • Performed and reviewed governmental filings including business license, property tax and sales tax filings
    • Completed tax packages for external accountants and oversee preparation of 1099s for seventeen companies
    Industries Served

    Construction, Big 4

     

    Im Interested, Let's Talk!

     

     
    Finance and Accounting Expert Controller

    13099

    Managed accounts and reporting systems, ensuring GAAP compliance. Led process improvement and automation in accounting, provided financial updates, conducted reconciliations, and managed cash positions.

    Expertise
    • Managed and monitored all accounts, ledgers, and reporting systems, ensuring compliance with GAAP standards and regulatory requirements.
    • Led process improvement and automation initiatives in accounting and finance.
    • Provided comprehensive financial updates to senior management, evaluating and analyzing data points.
    • Conducted account reconciliations, balance sheet account reconciliations, and financial statement preparation.
    • Prepared and distributed monthly financial statements and executive financial reporting packages.
    • Managed cash positions and reviewed weekly cash analysis.
     
    Industries Served

     Manufacturing

     

    Im Interested, Let's Talk!

     


     
    Strategic Accounting and Finance Executive Controller

    29157

    Direct strategic business plan implementation, monitor financial operations, manage accounting and finance teams, oversee regulatory compliance, and maintain external relationships.

    Expertise
    • Oversee and direct the implementation of strategic business plans and develop performance measures that support the company’s strategic plan
    • Monitor the financial operations of all subsidiary companies and implement operational best practices
    • Supervised payroll, AP, AR, certified payrolls, and monthly union reporting
    • Manage and develop accounting and finance team of 6
    • Oversee the accounting, human resources, tax, and treasury functions
    • Ensure compliance with all regulatory, legal, tax and insurance requirements
    • Manage external auditors and tax consultants in the review and preparation of reporting for taxes
    • Negotiate leases and other contracts
    • Maintain banking, audit, tax, insurance, and other vendor relationships
     
    Industries Served
    Construction, Manufacturing, Distribution

     

    Im Interested, Let's Talk!

     


     
    Results-Driven Manufacturing Controller

    14769

    Results-oriented Controller with manufacturing and operational analysis experience. Proven in financial communication, team building, and engaging Operations in cost trend monitoring. Developed margin/break-even cost model for accurate forecasting.

    Expertise
    • Driven, results oriented Controller with experience in a manufacturing environment, operational analysis, planning, product cost analysis, and ERP implementation
    • Proven ability to communicate financial data into actionable information, and to interface effectively with audiences within the organization and external parties
    • Self-motivated, resourceful individual who fosters team building in a goal-oriented environment.
    • Engage Operations team in monitoring cost trends in a highly fixed cost intensive environment. Developed margin/break-even cost model to accurately project monthly and short-term forecast
     
    Industries Served

    Manufacturing, Production, Agriculture

     

    Im Interested, Let's Talk!

     


     
    Dynamic Financial Leader with Expertise as a Controller and CFO
    36164

    Led financial reporting initiatives for revenue growth, implemented Quarterly Cycle Count, and managed staff in planning, budgeting, IT system development, and human resources.

    Expertise
    • Accounting & Financial Operations
    • Initiate, develop and direct all aspects of financial reporting and costing according to GAAP standards
    • Successfully instituted cost reductions to increase revenue
    • Implemented Quarterly Cycle Count eliminating need for physical year- end inventory
    • Staff Management & Development
    • Financial & Strategic Planning
    • Budgeting/Forecasting
    • IT System Development and Conversion
    • Human Resources Management
     
    Industries Served

    Manufacturing

     

    Im Interested, Let's Talk!

     


     
    Experienced Controller/CFO at medium to large manufacturers, retailers, real estate and service companies (public/private)

    29884

    Achieved positive impact through financial reporting, analysis, and cost reductions. Skilled in restructuring finance/accounting departments. Experienced in international business across Europe, Mexico, China, and India. CPA & Chartered Accountant.

    Expertise
    • Achieved positive impact on each business through sound financial reporting/projections, insightful analysis, and focus on cost reductions, efficiencies and internal controls
    • History of restructuring and building disciplined, value-added finance/accounting/MIS departments
    • Skilled in negotiating and working with boards of directors, banks, attorneys and vendors and clearly communicating financial information and analysis to non-financial personnel to enhance decision-making at all levels
    • Extensive international business experience in Europe, Mexico, China and India
    • CPA & Chartered Accountant.
     
    Industries Served

    Manufacturing, Retail, Real Estate

     

    Im Interested, Let's Talk!
     

     
    Hands-on, results-driven Controller with MBA
    34493

    Oversaw Accounting, ensuring timely financial statements, budgeting, and forecasting. Led ERP implementations, achieved clean audits, and mentored team development. Company revenues ranged from 40M to 600M.

    Expertise
    • versight of the Accounting department
    • Timely and accurate financial statements
    • Annual budgeting and monthly forecasting
    • ERP implementations
    • Clean audits
    • Mentoring, coaching and developing team
    • Company revenues 40M-600M

    Industries Served
    Distribution, Manufacturing, Supply Chain

     

    Im Interested, Let's Talk!

     


     
    Controller with CPA and Big 4 Experience
    35904

    Oversaw Accounting, improved processes with BrightPearl system, led a first-year PwC audit, managed multi-country VAT & GST taxes, conducted finance statement rollback for a partial sale, and handled various tax filings including 1099s and Form 1120.

    Expertise
    • Oversight of the Accounting department
    • Improve & develop processes in implementing retail operating system (BrightPearl) to connect with SPS Commerce & Quickbooks
    • Spearheaded a first-year balance sheet audit with PwC within months of joining the company and recorded audit adjustments
    • Oversee the preparation of quarterly VAT & GST taxes related to Canada, UK, Netherlands, Belgium, & Australia with a third-party
    • Prepared a finance statement rollback from the audited year-end financials to the date of partial sale to a European company
    • Filed 1099s & 3921, sales tax, property taxes & oversee outsource tax function in preparation of Form 1120 & CA State Form 100

     

    Industries Served

    Manufacturing, Technology, Aerospace

     

    Im Interested, Let's Talk!

     


     
    Versatile Controller with Full-Cycle Accounting Expertise and Compliance Focus

    21959

    Expertise in compliance, financial management, diverse accounting software, attention to detail, effective communication, and GAAP compliance. Experienced in inter-company journal entries, expense auditing, bank reconciliation, and journal entries.

    Expertise
    • Strong Compliance and Regulatory Knowledge
    • Multifaceted Financial Management Abilities
    • Proficient in Diverse Accounting Software Applications
    • Attention to Detail and Accuracy in Financial Operations
    • Effective Communication and Problem-Solving Skills
    • GAAP Compliance
    • Experienced in Inter-Company Journal Entries and Expense Auditing
    • Bank Reconciliation and Journal Entries

    Industries Served

    Manufacturing, Distribution

     

    Im Interested, Let's Talk!

     


     
    Financial Leader with Expertise in Accounting, ERP Implementation, and Financial Analysis

    21149

    Handled accounting, financial updates, and implemented a new 12-day close process. Managed ERP implementations (Sage 100, Sage 300, SAP, NetSuite), organized GL account numbers to meet GAAP standards, and maintained cash flow for multiple entities.

    Expertise
    • Managed the full cycle accounting department, bringing financials up to date and implementing a new 12-day close process.
    • ERP implementation, including Sage 100, Sage 300, SAP, and NetSuite.
    • Reorganized and updated all GL account numbers to meet GAAP standards.
    • Created monthly/annual budgets, calculated variances, and collaborated with department Directors.
    • Maintained and reconciled cash flow for multiple entities and provided daily cash flow reports.

     

    Industries Served

    Manufacturing, Distribution, Construction

     

    Im Interested, Let's Talk!

     


     
    Financial Controller

    37529

    Financial and cost accounting expert with director-level experience in finance and accounting, specializing in SAP implementation. Transitioning from financial management to portfolio, program, and project management.

    Expertise
    • Financial and cost accounting expertise
    • Championing change management and driving revenue-performing, cost-cutting initiatives
    • Six Sigma expert
    • Extensive background in financial management transitioning to portfolio, program, and project management
    • Experience in managing virtual teams worldwide
    • Director-level finance and accounting management experience
    • Subject Matter Expertise in SAP implementation

     

    Industries Served

    Manufacturing, Construction

     

    Im Interested, Let's Talk!
     

     
    Strategic Financial Leader with Expertise in Finance, Technology, and Leadership

    38672

    Accomplished leader and strategic planner experienced in financial reporting, analysis, and grant management. Skilled in interfacing with senior management and motivating teams to achieve goals.

    Expertise
    • Highly accomplished hands-on leader, strategic planner, and innovative developer of effective finance strategies, with demonstrated achievements contributing to corporate performance.
    • Assessed expenditure transfer and quarterly reports.
    • Aided in finding grants that collaborate with the direction of the organization
    • Accustomed to heavy interfacing and financial reporting with senior level management; reputation for discretion and integrity, accustomed to handling confidential and sensitive documentation.
    • Superior analytical, organizational, and administrative skills with a talent for preparing and assessing reports.
    • Strategic motivator, able to spur others to set and attain goals.

     

    Industries Served

    Logistics, Aviation Services, Not for Profit, Municipal Centers

     

    Im Interested, Let's Talk!

     


     
    Results-Driven Accounting Leader: Maximizing Financial Efficiency

    9902

    Manage AP/AR operations, streamline procedures for efficiency, reduce billing errors, and handle HR duties, including recruiting and benefits administration. Assist Finance Director with accounting, payroll, and general finance functions.

    Expertise
    • Big 4 CPA, MBA
    • Strong Accounting, Finance and Tax background
    • Implemented NetSuite ERP to provide operational visibility to multiple co-packer/warehouse locations
    • Initiated and managed numerous tax savings programs
    • Financed and integrated five acquisitions including tax planning, negotiation support and diligence
    • Experience with ASC606 and ASC842
    • Led SEC reporting activities post-IPO
    • Primary responsibility for implementation of new accounting standards
    • Increased cash flow by resolving EDI issues with customers
    • Maximized employee retention credits, increasing claims by $2M over expectations

     

    Industries Served

    Manufacturing

     

    Im Interested, Let's Talk!

     


     
    Experienced Financial Professional with Expertise in Accounting, Auditing, and Financial Analysis

    38605

    Coordinated monthly closing for accurate financial reporting, played a key role in budgeting and financial reports, supervised auditors, and implemented a model for financial document circulation.

    Expertise
    • Successfully coordinated monthly closing processes, ensuring accurate and timely financial reporting.
    • Played a key role in preparing annual budgets, monthly forecasts, and various financial reports, contributing to effective financial management.
    • Contributed to the success of the finance department by preparing annual and monthly financial reports.
    • Supervised activities of auditors specializing in specific operations, enhancing the efficiency of the auditing process.
    • Implemented a model for financial document circulation for customer companies, improving documentation prcoess.

     

    Industries Served
    Auditing, Manufacturing, Media

     

    Im Interested, Let's Talk!

     


     
    Financial Controller and Business Strategist: Driving Growth and Excellence in Retail Operations

    37706

    Managed financials for multiple retail locations, collaborated with leadership on growth opportunities, conducted month-end and year-end closing transactions, and handled payroll and HR tasks.

    Expertise
    • Responsible for all aspects of financial management for multiple retail locations and business entities.
    • Collaborated with President and executive management to research, evaluate opportunities, and participate in decision making for business growth.
    • Performed all month-end and year-end closing transactions, including journal entries, bank reconciliations, balance sheet account schedules, and financial statements.
    • Calculated commission, processed bi-monthly payroll using ADP, and handled all company HR tasks, including new employee paperwork and insurance enrollments.

     

    Industries Served

    Distribution, Retail

     

    Im Interested, Let's Talk!
    Management Consultant - Financial Planning & Analysis

    38332

    FP&A Management Consultant with expertise in budgeting, forecasting, financial analysis, and KPI monitoring. Develops financial models, maintains cash flow models, and produces accurate reports. Implements best practices for efficiency, manages budgets, and prepares executive presentations.

    Expertise
    • Lead FP&A function
    • Establish budgeting, forecasting, and analyses processes
    • Develop robust financial models and reporting
    • Monitor and analyze financial performance and Key Performance Indicators (KPIs)
    • Prepare and maintain detailed weekly cash flow models
    • Produce accurate and timely financial reports for management and stakeholders
    • Continuously improve financial planning and analysis processes
    • Implement best practices and automation to enhance efficiency and accuracy
    • Manage capital and operating budgets
    • Prepare Executive meeting and board presentation decks

     

    Industries Served

    Telecom, Education, Software Development, Engineering, Consumer Products/ Media

     

    Im Interested, Let's Talk!

     

     
    Growth-Minded Accounting and Finance Professional with 15+ Years of Experience
    38662

    Experienced Accounting and Finance Professional with a proven track record in strategic financial analysis, controls, and system implementation. Expert in optimizing logistics, streamlining inventory management, and enhancing financial models and operational planning tools.

    Expertise
    • Developed and implemented financial analysis, strategies, processes and controls that significantly improved P&L scenarios
    • Expert in establishing accounting/ FP&A functions, systems and best practices; cost-reduction, automation and budgeting/forecasting strategies
    • Built legal entity from scratch as an independent brand away from the parent company
    • Oversaw the implementation of new ERP system
    • Renegotiated 3PL contract with warehouse to deliver 20% cost savings for inbound/outbound logistics
    • Inventory management and right sized weeks of supply levels removing excess inventory; delivered $3M in savings
    • Built financial models to provide highly dynamic and sensitivity analysis scenarios
    • Implement and improve monthly/qtrly tools to develop operational plans
     
    Industries Served
    Entertainment, Advertising, Beauty, Wellness, Fitness

     

    Im Interested, Let's Talk!

     


     
    Financial Strategist and Analysis Expert

    37710

    Experienced Financial Strategist and Analysis Expert, Vice President of FP&A at NEXT Trucking, specializing in pricing, margins, investor relations, financial modeling, variance analysis, and M&A activities.

    Expertise
    • Demonstrated financial leadership as Vice President of FP&A at NEXT Trucking, overseeing pricing, margins, and overhead controls for a $200M revenue digital freight marketplace.
    • Successfully managed Investor Relations and conducted a Series D financing round with prominent investors like Sequoia, Brookfield, and Mucker Capital.
    • Proficient in financial modeling, variance analysis, and deep-dive analysis to understand business performance and key drivers.
    • Experience in mergers and acquisitions, including due diligence and post-merger integration.
     
    Industries Served

    Entertainment, Financial Industry, Manufacturing, Logistics

     

    Im Interested, Let's Talk!

     


     
    Director of Financial Planning and Analysis
    31618

    Results-driven financial executive known for steering sound business decisions. Implemented detailed budget processes, boosted margins through strategic pricing, and identified revenue opportunities. Developed impactful financial dashboards and addressed pay equity concerns.

    Expertise
    • Implemented the most comprehensive and detailed budget process in the company’s history
    • Increased margins in the US and Canada by 200 and 400 basis points, respectively, through pricing opportunities identified via the development of a Price Volume Mix analysis that detailed the contributions towards sales growth
    • Collected an additional $2.0 million of freight income through the development of a Freight Dashboard that highlighted discrepancies between freight income and expense
    • Developed a pay equity model that analyzed existing compensation levels for all US non-exempt employees against market rates by location and job title. Identified $1.2 million in salary increases to get US non-exempt employees up to or over the market rates
    • Reduced compensation variability for salespeople through a new commission plan
     
    Industries Served

    Manufacturing

     

    Im Interested, Let's Talk!
     
    Experienced Cost Accountant with MBA

    37076

    Experienced Cost Accountant with MBA. Proficient in standard cost, work order variance, PPV analysis, financial planning, AP, and AR. Manages month-end close activities, updates KPIs, generates sales reports, develops analytical models, and supports budget processes.

    Expertise
    • Strong knowledge of standard cost, work order variance, PPV analysis, financial planning, AP and AR
    • Calculate the standard cost for new products, raw materials
    • In charge of month-end close activities such as payroll, energy, meals and travel accruals and inventory provisions including moving average cost calculation.
    • Update KPI’s for cost of labor, maintenance and quality
    • Provide reports for actual sales on a weekly/monthly basis to both management and corporate.
    • Develop models and pivot tables to analyze sales performance by market, top customers and business line
    • Create presentations for Financial Review and Division Reviews
    • Assist with annual budget process
    • Research gross margin results and variance for all product lines and track top customers trends.

     

    Industries Served

    Manufacturing

     

    Im Interested, Let's Talk!

     

     
    Experienced Cost Accounting Manager (MBA) with 10+ Years in Manufacturing

    23371

    Experienced Cost Accounting Manager (MBA) with 10+ years in manufacturing. Manages day-to-day accounting operations, conducts variance analysis, and ensures accurate cost recording. Expertise in cost of goods sold calculations, budgeting, and inventory-related tasks.

    Expertise
    • Manage and review day-to-day accounting operations and month/quarter/year end close
    • Coordinates the annual budgeting process at the facility
    • Calculate and close month-end work in process (WIP) and overhead accounts.
    • Analyze actual manufacturing cost and prepare periodic reports comparing to standard cost.
    • Perform variance analysis (PPV, Labor, overhead, material usage.
    • Perform cost of goods sold calculation, cost analyses and prepare product margin reports.
    • Prepare and monitor monthly cost absorption and calculate actual costs including fixed and variable cost allocations.
    • Analyze, prepare, and reconcile inventory valuation, inventory roll forward and conduct inventory reserve analysis and write offs.
    • Implement controls to ensure accurate recording and classification of costs.
    • Prepare monthly cycle count reporting that leverages ABC code methodology and is consistent across warehouses.
     
    Industries Served
    Manufacturing

     

    Im Interested, Let's Talk!