SUMMARY:

• Seasoned professional with hands - on experience including management, design and execution of full accounting policies, procedures and systems, implementation of complex computer operating systems for dynamic, growth-oriented companies, budgeting and preparation and review of reporting packages.
• Analytically strong, with a clear sense of key business issues and goals.
• Proven problem identification skills with the ability to find creative solutions.
• Demonstrated planning, organizational, and supervisory skills with an extensive background in financial and operating systems.
• Supervised financial/operational accounting, information systems, operations, administration, portfolio management, life underwriting, policy underwriting, human resources and support personnel.
• Supervised computer programmers/analysts in development of operating and reporting systems.
• Provided management support to satellite office accounting personnel.
• Trained CFOs, controllers and revenue accounting managers to operate and effectively use reporting systems as management tools.
• Member of management teams and strategic planning teams.
• Significant involvement in due diligence and company restructuring.
• Served as project manager for Confidential development and implementation.
• Designed, implemented, and documented policies and procedures for accounting, regulatory reporting portfolio management, life underwriting, policy underwriting, information systems and human resources.
• Evaluated operations and provided recommendations for improvement.
• Consolidated multiple databases into a single database to provide a more accurate and effective management tool.
• Worked with developers to define business rules and requirements and develop new company-wide operating systems. Tested new operating systems and reviewed user documentation.
• Approved all reports programmers created prior to putting them into production.
• Created reports in Access and Crystal Reports to reflect the most up-to-date operational data, reconcile to general ledger and meet regulatory requirements.
• Developed, programmed, and implemented an integrated operating system used company wide to monitor and improve operating results.
• Automated accounting system and managed conversions to Great Plains and then to Platinum to gain greater reporting flexibility. Managed/performed upgrades.
• Managed conversion from Confidential (Small Business Manager) to GP 2010 (Great Plains).
• Converted spreadsheet information from Hyperion Enterprise to Essbase utilizing Hyperion Smart View, Oracle Essbase Spreadsheet Add-in and Hyperion Analyst and Retrieve.
• Performed all accounting functions for multiple entities including the design, preparation and review of consolidated financial statements.
• Ensured regulatory compliance. Prepared and filed regulatory reports.
• Prepared, reviewed and filed SEC reports.
• Worked on initial public offering, secondary offering, and private placement memorandum reporting.
• Provided accounting support to revenue and general accounting departments at the corporate office and satellite locations.
• Coordinated and completed audits, reviews, compilations and tax processes required for external reporting.
• Conducted internal audit functions.
• Compiled and audited financial statements for various clients in the financial, service, manufacturing, and retail industries.
• Prepared individual and corporate tax returns for clients, provided tax planning strategies.
• Created corporate and satellite reporting packages capturing database information to analyze and graphically illustrate financial results by location.
• Managed budgeting process. Prepared and reviewed budgets and forecasts.
• Negotiated and obtained bank financing.
• Developed investment policy, managed cash, communicated with vendors.
• Oversaw collections.
• Conducted operational meetings to identify cash management issues.
• Conducted meetings with the management committee to share cash flow reports and discuss strategy.
• Supervised administration of health, dental, life and disability insurance policies, flexible spending programs, profit sharing and 401K/SIMPLE IRA benefits.
• Administered payroll of 250 employees in multiple states utilizing outside payroll service.

INDUSTRY EXPERIENCE:

• Financial Services
• Legal Services
• Advertising/Marketing
• Insurance
• Public Accounting
• Banking
• Business Services
• Entertainment
• Collections
• Food & Beverage

SOFTWARE EXPERIENCE:

• Microsoft Dynamics GP 10
• FRx
• Shaw
• Great Plains
• Management Reporter for Microsoft Dynamics ERP
• IVIS
• Platinum
• Toad for Oracle Xpert
• Workiva/WebFilings
• NetSuite
• Oracle SQL Developer
• Microsoft Access
• CIMPRO
• Oracle Essbase
• Crystal Report Writer
• Peachtree
• Essbase Spreadsheet Add-in
• Microsoft Excel
• QuickBooks
• Hyperion Enterprise
• Microsoft Project
• PC Law
• Hyperion Smart View
• SharePoint
• FCS / FCS Distributed Tools
• Hyperion Analyst & Retrieve
• ADP
• FDT / FDT Query Tool
• SAP PowerDesigner

WORK HISTORY:

Confidential

Financial Systems Analyst/Business Analyst/Project Manager

Responsibilities:

• Designed and created complex Essbase reports utilizing Visual Basic, macros and Oracle views to complete Confidential regulatory reporting development and reconcile data once in production.
• Improved data quality by creating daily and monthly reconciliation reports and processes.
• Created, reviewed and modified views utilizing Toad for Oracle and Oracle SQL Developer.
• Leveraged SQL queries for reporting, research and data analysis purposes.
• Reviewed PL/SQL code views, tables, procedures and functions in support of data integrity and data variance analysis.
• Produced standard reports, researched errors, provided and implemented solutions and tested final output.
• Regulatory reporting project manager, developed project management system for Confidential conversion of regulatory reports.

Confidential

Interim Senior Accounting Manager

Responsibilities:

• Supervised accounting operations, process improvement and documentation.
• Assured SOX compliance and prepared consolidated financial reporting/decks.
• Coordinated annual audit/quarterly reviews with internal and external auditors.

Confidential

Consultant - Accounting Operations/Finance/Retail Lending/Branch Banking/Regulatory Reporting

Responsibilities:

• Designed templates improving reporting accuracy/decreasing compilation time.
• Developed and streamlined processes, standardized and tested spreadsheets, simplified duties, added validity checks, improved accuracy, significantly decreased completion and necessary review time.
• Validation and testing of stress testing and pro forma models, including recommendations for improvement.
• Prepared regulatory/Call Reports and assured compliance. Increased accuracy and efficiency of models.
• Converted spreadsheet information from Hyperion Enterprise to Essbase.

Confidential, Edina, MN

Employment Screening Provider

Responsibilities:

• Supervised accounting personnel, converted accounting system to Microsoft GP 2010, improved processes.
• Saved company over $250K in one year, reduced collection days by 10%, reduced month-end close by 15 days, improved cash forecasting, performed daily cash/vendor management, created budget templates.

Confidential, Golden Valley, MN

Controller

Responsibilities:

• Oversaw financial/operational accounting, trust reconciliation and human resources departments.
• Designed and implemented policies, procedures and systems.
• Managed migration of 40 multi-state/client trust accounts between financial institutions.
• Reduced past due receivables by 25% and month-end close by 10 days.
• Coordinated annual compilation and tax reporting.
• Negotiated and obtained bank financing.