Experience

Symphony Clinical Research

• United States
• Pharmaceutical Manufacturing
• 1 - 100 Employee

• Controller

  • Mar 2017 - Present

  Responsible for all aspect of the accounting Cycle. Applies generally accepted accounting principles to processes, record and analyze financial information and prepare financial reports. Responsible for continuous improvement across processes and maintaining a system of internal controls to insure integrity and accuracy in financial reporting. Focused on the daily operations including management of accounts receivable, payable and cash. On a quarterly and/or annual basis, responsible for… Show more Responsible for all aspect of the accounting Cycle. Applies generally accepted accounting principles to processes, record and analyze financial information and prepare financial reports. Responsible for continuous improvement across processes and maintaining a system of internal controls to insure integrity and accuracy in financial reporting. Focused on the daily operations including management of accounts receivable, payable and cash. On a quarterly and/or annual basis, responsible for routine forecasting, budgeting and external audit cycles. • Ensure that company financial policies and procedures are followed and manage appropriate internal control. • Maintain key financial performance indicators and metrics to monitor, guide and report on business performance. • Responsible for revenue accounting, cost of sales, gross margin analyses, profitability reporting, allocation of expenses and reporting discrepancies. • Oversees the preparation of general ledger account analyses for balance sheet and income statement accounts in support of monthly financial statements. • Oversees the reconciliation of all bank accounts monthly, investigating any discrepancies in a timely manner. • Manages the recording of investment in fixed assets and depreciation schedules for both financial reporting and income tax purposes. • Manages the cash collection process and cash disbursement process; provides cash reporting and forecasts as directed. • Manages the preparation of all monthly, quarterly and annual financial reports, tax returns, forecasts, including those required by outside owners and auditors. • Manages the time reporting process through coordination of payroll with outsourced payroll vendor. • Makes recommendations for improvements to accounting policies and procedures to improve efficiency and effectiveness of the accounting department. • Manages the accounting systems, including improvements and enhancements. Show less Responsible for all aspect of the accounting Cycle. Applies generally accepted accounting principles to processes, record and analyze financial information and prepare financial reports. Responsible for continuous improvement across processes and maintaining a system of internal controls to insure integrity and accuracy in financial reporting. Focused on the daily operations including management of accounts receivable, payable and cash. On a quarterly and/or annual basis, responsible for… Show more Responsible for all aspect of the accounting Cycle. Applies generally accepted accounting principles to processes, record and analyze financial information and prepare financial reports. Responsible for continuous improvement across processes and maintaining a system of internal controls to insure integrity and accuracy in financial reporting. Focused on the daily operations including management of accounts receivable, payable and cash. On a quarterly and/or annual basis, responsible for routine forecasting, budgeting and external audit cycles. • Ensure that company financial policies and procedures are followed and manage appropriate internal control. • Maintain key financial performance indicators and metrics to monitor, guide and report on business performance. • Responsible for revenue accounting, cost of sales, gross margin analyses, profitability reporting, allocation of expenses and reporting discrepancies. • Oversees the preparation of general ledger account analyses for balance sheet and income statement accounts in support of monthly financial statements. • Oversees the reconciliation of all bank accounts monthly, investigating any discrepancies in a timely manner. • Manages the recording of investment in fixed assets and depreciation schedules for both financial reporting and income tax purposes. • Manages the cash collection process and cash disbursement process; provides cash reporting and forecasts as directed. • Manages the preparation of all monthly, quarterly and annual financial reports, tax returns, forecasts, including those required by outside owners and auditors. • Manages the time reporting process through coordination of payroll with outsourced payroll vendor. • Makes recommendations for improvements to accounting policies and procedures to improve efficiency and effectiveness of the accounting department. • Manages the accounting systems, including improvements and enhancements. Show less



Van Ru Credit Corporation

• United States
• Financial Services
• 100 - 200 Employee

• Controller

  • Nov 2011 - Mar 2017

  Controller (11/2011 – Current) Directed all accounting activities including managing a team of 24 reports, general ledger accounting, accounts payable, cash management, invoicing/billing, payroll, payment processing, posting/cash applications and fixed asset management. Developed budgets and forecast for $80M in revenue, including three year business plans by lines of business. • Created and developed an in-depth comprehensive monthly financial reporting package in compliance to GAAP for… Show more Controller (11/2011 – Current) Directed all accounting activities including managing a team of 24 reports, general ledger accounting, accounts payable, cash management, invoicing/billing, payroll, payment processing, posting/cash applications and fixed asset management. Developed budgets and forecast for $80M in revenue, including three year business plans by lines of business. • Created and developed an in-depth comprehensive monthly financial reporting package in compliance to GAAP for the Executive team and Chairman of the Board. • Assures financial plans are consistent with organizational goals, analyzing trends and identifying cost saving opportunities. • Primary lead contact for various outside audit firms, banks, casualty/liability insurance agents and credit card companies. • Continually mentoring, providing leadership and direction by offering constructive feedback and advice to build a highly efficient staff which includes continual cross training. • Developed and documented all accounting internal policies and procedures to ensure the appropriate financial controls are in place. • Successfully upgraded and implemented several software packages and led the training for the employees. Software includes Accounting, ACH payment applications and Fixed Assets.

• Accounting Manager

  • Nov 2009 - Nov 2011

  Managed and prepared consolidated multinational financial statements including income statement, balance sheet, statement of retained earnings, statements of cash flows and related analysis with commentary and metrics for Executive Management and Owners.  Successfully reconcile general ledger, company bank accounts and work with outside audit firms to handle consistently clean audits.  Prepared and updated budgets to monitor business performance.  Developed a more comprehensive… Show more Managed and prepared consolidated multinational financial statements including income statement, balance sheet, statement of retained earnings, statements of cash flows and related analysis with commentary and metrics for Executive Management and Owners.  Successfully reconcile general ledger, company bank accounts and work with outside audit firms to handle consistently clean audits.  Prepared and updated budgets to monitor business performance.  Developed a more comprehensive cost center definition in the general ledger to better identify the company’s profitability by branch, client and product.  Created and implemented a shorter closing schedule and instituted an account reconciliation process to ensure all accounts are clean and with the proper support.  Interviews, hires, and trains accounting staff; plans, assigns, and directs work; appraises performance, rewards, and disciplines staff; addresses complaints and resolves problems.



Brook Furniture Rental

• United States
• Furniture and Home Furnishings Manufacturing
• 100 - 200 Employee

• Financial Reporting Manager

  • Aug 2006 - Sep 2009

  Managed all aspects of accounting including general ledger, cash management, accounts payable, fixed assets, verifying payroll, inventory control, regulatory filings and licensing for a 6+ person accounting team.  Responsible for the entire close process and the coordination of detailed financial reporting packages for management, board of directors and lenders.  Responsible for complying with most regulatory filings including sales and use tax returns, personal property tax returns… Show more Managed all aspects of accounting including general ledger, cash management, accounts payable, fixed assets, verifying payroll, inventory control, regulatory filings and licensing for a 6+ person accounting team.  Responsible for the entire close process and the coordination of detailed financial reporting packages for management, board of directors and lenders.  Responsible for complying with most regulatory filings including sales and use tax returns, personal property tax returns, annual report filings, business license renewals and other regulatory filings related to the industry.  Coordinated and prepared for all audits, including year-end financial audits, bank audits and any regulatory audits.  Prepared and oversaw monthly general ledger reconciliations ensuring all accounting records were maintained in a timely and accurate manner and reviewed financial statements for abnormalities or inconsistencies.  Developed a comprehensive cost center definition in the general ledger to better track the company’s performance by location and division.

• Senior Accountant

  • Apr 1994 - Aug 2006

  Assisted the Controller with financial and operational analysis and reporting, and assisted in the preparation of external audits. Help oversee a team of accountants and accounts payable department.  Prepared and filed sales and use taxes for over 20 states, personal property taxes, various licenses and regulatory fees for over 40 locations.  Prepared schedules and accumulated information for federal and state income tax returns.  Recorded monthly payroll and tax expenses… Show more Assisted the Controller with financial and operational analysis and reporting, and assisted in the preparation of external audits. Help oversee a team of accountants and accounts payable department.  Prepared and filed sales and use taxes for over 20 states, personal property taxes, various licenses and regulatory fees for over 40 locations.  Prepared schedules and accumulated information for federal and state income tax returns.  Recorded monthly payroll and tax expenses, reconciled all payroll related general ledger accounts and prepared a monthly payroll analysis with metrics.  Reconciled various balance sheet accounts including current and long-term debt, tax liabilities, long and short-term capital leases and advances.  Maintained the fixed asset subsidiary ledger and reconciled to the general ledger for 8 company regions.  Helped review and coordinate financial statement packages.  Monitored and reviewed several reconciliations to ensure the accuracy and completeness of the general ledger.  Reconciled several bank accounts and maintained the collateral loan, maintained cash management and forecasting.  Accounted for rental inventory and the related depreciation schedules, assisted with all physical inventories.



First Midwest Bank

• United States
• Banking
• 700 & Above Employee

• Staff Accountant

  • Feb 1989 - Feb 1994

  Assisted in the preparation of financial statements by performing monthly accounting and closing procedures.  Prepared various daily, monthly quarterly and annual financial reports and directed the general ledger accounts reconciliation process.  Managed the general ledger and maintained accounts for accounts payable, payroll, prepaid expenses and various accruals.  Coordinated the production of accurate monthly budgets and cost reports.  Prepared various schedules and reports… Show more Assisted in the preparation of financial statements by performing monthly accounting and closing procedures.  Prepared various daily, monthly quarterly and annual financial reports and directed the general ledger accounts reconciliation process.  Managed the general ledger and maintained accounts for accounts payable, payroll, prepaid expenses and various accruals.  Coordinated the production of accurate monthly budgets and cost reports.  Prepared various schedules and reports for the internal auditors, external auditors and regulatory bank auditors.  Managed and prepared biweekly payroll.  Maintained the fixed asset subsidiary ledger and coordinating depreciation schedules. Show less Assisted in the preparation of financial statements by performing monthly accounting and closing procedures.  Prepared various daily, monthly quarterly and annual financial reports and directed the general ledger accounts reconciliation process.  Managed the general ledger and maintained accounts for accounts payable, payroll, prepaid expenses and various accruals.  Coordinated the production of accurate monthly budgets and cost reports.  Prepared various schedules and reports… Show more Assisted in the preparation of financial statements by performing monthly accounting and closing procedures.  Prepared various daily, monthly quarterly and annual financial reports and directed the general ledger accounts reconciliation process.  Managed the general ledger and maintained accounts for accounts payable, payroll, prepaid expenses and various accruals.  Coordinated the production of accurate monthly budgets and cost reports.  Prepared various schedules and reports for the internal auditors, external auditors and regulatory bank auditors.  Managed and prepared biweekly payroll.  Maintained the fixed asset subsidiary ledger and coordinating depreciation schedules. Show less