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Bio

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Caleb Harvey is a seasoned finance professional with 12+ years of experience in accounting, financial analysis, and auditing. He has worked as a Chief Financial Officer, Financial Accounting Manager, and Internal Auditor for prominent companies. Caleb holds degrees in Finance and Accounting from Oklahoma State University and University of Central Oklahoma.

Experience

    • Chief Financial Officer

  • PF Unlimited
    • Tulsa, Oklahoma, United States
    • Chief Financial Officer
      • May 2024 - Present
      • Tulsa, Oklahoma, United States

      P|F Unlimited is a leading Tulsa provider for custom promotional products and commercial printing and forms. We are a full service advertising specialties company offering a wide array of company specific promotional products, with access to most name brands across the US.

    • Financial Accounting Manager
      • Dec 2020 - May 2024

    • Senior Financial Accounting Supervisor
      • Jan 2012 - Dec 2020

      Monthly financial statement closePrepare cash flow statements Comprise contractural obligations schedule and proxy related materialProvide support and resolution for cost center/account combinationsReconciliation and analysis of general ledger accountsProcess general Account Receivable receipts and communicate with other departments regarding coding of receiptsSet up and process automated deposits and other prepaid accounts to automatically amortize each monthAmortization of bond related charges and accrual of applicable interestDetermine necessary G&A accruals and accrue if necessary based on feedback from other departmentsReconcile actual charges on the budget to actual monthly reportProvide monthly variances of actual GAAP financialsProvide quarterly variances of actual GAAP financials and provide to external auditorsPrepare affiliated party schedule and all necessary documentationProvide necessary SOX controls and documentation for financial controlsReview processes for improvement Testing and implementation of process improvements for the Finance departmentControl and maintain the general ledger and profit center additionsProvide all coordination between external auditors and Finance department for SOX testing and financial statement testing

    • United States
    • Restaurants
    • 700 & Above Employee
    • Internal Auditor
      • Feb 2011 - Jan 2012

      Interim and year-end reportingAssist external auditors with financial auditMajority-owned store auditsFranchise auditsSOX testing of internal controls

    • Corporate Staff Accountant
      • Jul 2008 - Feb 2011

      Account analysisAccounting researchAccrualsCash journal entriesCompany store count (majority owned & franchise stores)Corporate accounts payableCorporate bank reconciliationsInterest income Inventory accountingSOX complianceUnderstanding of corporate consolidation process

    • Financial Analyst
      • Jun 2007 - Feb 2008

      Budget exection trackingLabor distribution Monthly & year-to-date budgets

    • Intern
      • May 2006 - Aug 2006

      Build credit filesFinancial accounting projectsParticipated in board meetingsTeller and courier functions

Education

  • 2003 - 2007
    Oklahoma State University
    Finance, Accounting and Finance
  • 2008 - 2011
    University of Central Oklahoma
    Accounting, Accounting/Finance

Suggested Services

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Industry Focus. “Accounting and Auditing”

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