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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.
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
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
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
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
Controller with CPA and Big 4 Experience - Management Consultant
35904Oversaw 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
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
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
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
Results Oriented CFO with MBA
35304Strategic 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
Experienced CFO (Former Big 4 CPA) with strong leadership and operational success
37114Experienced 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
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
Growth CFO (former Big 4 CPA) with proven success leading financial operations - Orange County
29251Growth 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
Experienced Manufacturing CFO with CPA, MBA
37228Experienced 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
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
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
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
Experienced Finance Leader - Proven Revenue Enhancer
2073Experienced 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
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
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
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
Growth-minded VP Finance (MBA) of mid to large size companies
38436Growth-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
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
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
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
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
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
Dynamic Financial Leader with Expertise as a Controller and CFO
36164Led 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
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
Hands-on, results-driven Controller with MBA
34493Oversaw 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
Controller with CPA and Big 4 Experience
35904Oversaw 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
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
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
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
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
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
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
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
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
Growth-Minded Accounting and Finance Professional with 15+ Years of Experience
38662Experienced 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
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
Director of Financial Planning and Analysis
31618Results-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
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
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