Developed and executed all finance functions, including budgeting, strategic planning and business forecasting. In some circumstances, these may not be enough and then their personality should be strong enough to overcome difficulties. Prepared and delivered presentations to executive management as part of administering the entire strategic planning and budgeting process. Converted the planning process from Excel to Hyperion Financial Management consolidation solution which eliminated redundant activities and optimized the consolidation process. Enhanced current strategic plan to incorporate Financial Modeling intrinsic to the overall company goals. Developed relationships with all department heads to facilitate departmental interaction and budget development. Produced budgets, reports and forecasting systems adapting to rapidly changing requirements across four domestic business units. Chaired a corporate initiative to review and update revenue recognition policy for clinical services. Supervised corporate financial activities, including contract purchasing and maintenance. Prepared financial statements, created monthly journal entries, prepared monthly revenue and expense accruals and closing entries. Recommended a case for change in the capitalization policy that was approved for the initiative and implemented enterprise-wide. Reviewed and restructured our policy and procedures manual for the accounting/finance department. Led 2008 - 2013 budget preparation by utilizing a hybrid Excel / ARGUS / MRI budget tool. Reorganized and centralized Customer Accounting across northeast market and supported accurate revenue recognition for over 2.3M subscribers. Managed Chapter's financial matters, including re-allocation of long term strategic investments to maximize returns. Compiled financial information, processed journal entries into various accounts, and reconciled reports and financial data. Participated in various Management, Finance and Executive Board Meetings primarily to present Financial Activities. Reviewed financial management of funds and completed highly-sensitive internal audits for County District Attorney's Office. Required fields are marked *. Implemented self audit program across all departments to ensure compliance with internal/external audit requirements. Analyzed and made improvement suggestions regarding financial accounting and control systems. Implemented internal audit controls, risk management assessment tool and finance policy/procedures. Prepared sales and cost forecasts and facilitate department expense budgets with department heads for the annual plans and quarterly budgets. Summarized the preliminary organizational budget, and reviewed and discussed changes with the executive management team. Directed financial operations for business development group, including new entity formation. Converted a centralized accounting operation to a decentralized office utilizing Data Plus software. Partnered with CPA to pass IRS in-person audit by managing examination document gathering for audit readiness. Prepared operating budget including tax and revenue collections and worked with department heads on expenditure projections. Converted payroll systems which reduced processing errors and increased reliability of information, while keeping costs static. Analyzed businesses complex revenue recognition requirements and developed a customization and created virtual ledgers to provide a fully automated solution. Established cross-departmental partnerships that resulted in value-added analysis to enable comprehensive financial support to 7 General Managers. Assisted with budget preparation, revision and forecasting for other federal contracts and grants. Coordinated monthly global forecast and annual budget; analyzed and consolidated results for executive management. Established the financial and reimbursement infrastructure to support monthly revenue growth of 30% at this mobile cardiac outpatient telemetry start-up. Acted as liaison between the organization and various governmental agencies with regards to financial matters. Prepared and analyzed budgets and effectively communicated critical financial matters to Executive Director. Partnered with business leaders to define and monitor key performance indicators. Provided financial analysis for capital expenditures and artist deals. Managed successful acquisition of subsidiary company, established all financial policies and managed transition to parent company s policies and procedures. Developed models and schedules to be utilized for financial reporting, business development and market analysis. Authorized all capital expenditure requests including ROI and payback analysis. Here are the key questions to ask of a FD: 1. Combined strategic expertise with strong qualifications in business development and community development. Change management – what key changes can they make to the finance function and the business to make the company more competitive? Performed analysis on past and present general ledgers for accuracy and budgetary purposes. Selected from campuses nationwide for providing outstanding customer service to students. Developed financial reporting package that provided the leadership team with timely, relevant and reliable indicators of financial performance. Supervised and coordinated all financial aspects of GPC's international operations as well as corporate financial projects. Assisted corporate in special projects including policy and procedure for revenue recognition, credit and capital policies. Created and integrated the divisional finance infrastructure, with responsibility for performing project profitability estimates and project budget variance analysis. Reviewed all divisional capital project requests and assisted in ROI analysis. Led creation of annual operating and capital budgets while working closely with the management team and department heads. Click to share on Twitter (Opens in new window), Click to share on Facebook (Opens in new window). Prepared monthly financial statements, reviewed and published management reporting package, and reconciled monthly balance sheet. Instituted and maintained vendor relations agreements to promote both operational and business development goals. Managed and coordinated daily finance department activities and supervised the departments finance managers to include distribution of deals. Prepared financial statements and analysis for presentation to Hospital Management, Corporate Offices and outside investors. Supported human resources with headcount reporting, analysis and personnel staffing decisions. Saved $160K in first year (9 Month ROI) by initiating a project to convert facility to natural gas. Worked collaboratively with cross-functional teams to implement an enterprise wide time reporting application. Developed a comprehensive menu selling process to help maximize the finance department's overall profitability and product penetration. Performed due diligence on target business acquisitions and provided inputs into various business models to assess projected profitability scenarios. Established and ensured adherence to financial policies and operating procedures. Managed SOX files, completed Student Status Enrollment Reporting, and managed a budget exceeding $5 million in disbursements. Contributed financial support to various hospital clinical councils entailing complex data analysis of costing, length of stay and payment details. Provided financial support and recommendations to the Essie Marketing team for the development and potential global launch of mass market products. Generated annual budgets and quarterly forecasts for spend exceeding $300 million in manufacturing expenditures across 17 publications. Developed, communicated and enforced all SOX controls for compensation administration. Implemented required committee structure, policies and procedures to bring the organization in compliance with Sarbanes-Oxley (SOX) guidelines. Provided financial support to sales in support of quota modeling, headcount planning, and deal pricing/margin analysis. Created and managed annual plans, analyzed month end financial results, performed operational analysis, and oversaw SOX 404 compliance. Assessed contracts for correct revenue recognition methodologies then reported accordingly. Managed all financial activities associated with closing under-utilized, high labor cost manufacturing facilities in Belgium, U.K., and Ireland. Improved internal process for month end reporting and variance analysis and oversaw divisional and corporate audits. Identified and corrected accounting process deficiencies, including improper revenue recognition and inventory accounting. Established policies/procedures/internal controls in an automated systems environment, eliminate off-line reporting, and compliance to SOX 404. Provided a balance sheet analysis that identified monthly trends and detail of significant accruals or management assumptions. Communicated financial performance and recommendations to Owner (projections and other special projects as required). Developed and implemented financial policy and procedures for accounts payable, accounts receivable and payroll transactions. Directed the implementation of essential improvement to internal controls, financial processes, and budget development processes. Structured procedures to ensure compliance with foreign government's proposals submissions, awarded contract requirement and government accounting requirements. Developed necessary documentation for compliance with Sarbanes-Oxley Section 404. Created and maintained relationship with internal and external auditors particularly to the local and country authorities. Increased student scholarship eligibility 1500% by striking partnerships with local community members highlighting benefits of our student programs. Documented business-critical processes and advised business units on best practices for enhanced efficiency. Handled various special projects for the CFO including corporate budgeting, financial analysis, and leasing. Reviewed draft and signed agreements, focusing on expected revenue recognition timing and delivery challenges. Coordinated the year-end audit including preparing GAAP financial statements. The average salary for this role is $174,069 per year in the United States. Delivered significant business process simplification and cost savings. Devised and implemented organization-wide financial policies and served as business adviser and subject matter expert for key leaders throughout organization. Performed Gap Analysis to ensure transition of A/P Process from existing Shared Service provider to new outside vendor. Implemented financial policies and procedural management, internal financial controls and operational costing. Redesigned a set of financial and non-financial key performance indicators for senior leadership team to understand business performance and drive actions. Assisted operating companies with annual business planning and capital expenditures requisitioning. Resulted in new cost structure and focus on revenue growth returned entities to an acceptable level of profitability. Performed regular performance reviews of direct reports taking corrective action as necessary. Introduced seasonal weekly budget meetings with Department Heads to share updated financial information and collaborate on seasonal budget management. Directed team of Finance Managers to ensure compliance with detailed company procedures to efficiently process 60-80 high-dollar purchase transactions per month. Partnered with Human Resources management to design and document executive compensation plans. Performed variance analysis of actual business results vs acquisition business case, and identified key areas of improvement. Spearheaded implementation of SOX internal control requirements. Prepared analysis of multiple business lines for increased efficiency and cost savings. Next, outline the required and preferred skills for your position. Managed all financial aspects of a 631 room, $30 million in annual revenue, Convention Hotel. Financial Statements, 28%. Revised the general ledger and financial reports resulting in much more informative financial information to management. Evaluated and interpreted statistical and accounting information in order to appraise operating results and efficiency. Optimized rate architecture to mitigate commodity inflation; achieved 4% revenue growth and 1% margin growth. Designed, implemented and monitored internal control procedures, including those necessary for full compliance with Sarbanes-Oxley. Implemented Fund Accounting within the existing accounting system so all funds are properly accounted for according to AICPA standards. Automated the allocation of several departmental expenses across three business units with improved accuracy and speed. Managed complete human resources and contracting/purchasing divisions. Developed and monitored annual operating budget and revenue projections, including variance analysis reporting; planned for capital expenditures. Performed SOX testing annually for Corporate processes and entity-level controls. Added value by facilitating 2015 & 2016 audit with outside CPA firm and BOD. Managed financial aspects of Con-Rail takeover and the simultaneous consolidation of multiple bus companies into a statewide transportation system. Adding value – can they add value to the business by redirecting activities and how much time have they spent in doing so previously? Having the knowledge necessary for a job doesn’t equip you for the unpredictable nature of the finance sector. Established controls/customer service programs that resulted in improved customer service index. Directed financial and accounting functions; Accountability extended to financial statements, cash flow analysis, and management of computer network. Managed financial statement presentation, annual budget process, and financial portion of board presentation/books. Learn how your comment data is processed. Provided administrative support to Executive Director, Assistant Executive Director and Departmental Directors. Completed comprehensive ROIC analysis for several proposed new business efforts. Developed and implemented retention/resource plans for Corporate Information Technology (CIT) departments. Providing high closing percentages and product penetration for the dealer. Bolstered reporting clarity by reformatting financial statements and accompanying notes in collaboration with external auditors. Supported Human Resources on company-wide monitoring of all functional goals/objectives and incentive pay plans. Liaised with external auditors to complete annual reviewed statements. Evaluated capital investment proposals and assisted product line managers and operations management to justify capital projects to executive management. Implemented company-wide budgeting software that reduced cycle time by 25% and automated monthly internal reporting to executive management. Worked on implementing customer- and product-specific Profit & Loss Statements and Balance Sheets in addition to legal entity financial statements. Analyzed church financial data for budget preparation. 8. Collaborated with business units to provide financial expertise, systems knowledge and reporting. Developed and implemented a comprehensive strategic plan for the business providing greater definition of sales performance goals and operational targets. Communication – can they communicate and negotiate effectively with their colleagues, staff, external investors and can they develop these skills further? Initiated and participated extensively in the development and implementation of municipal financial policies. Prepared general ledger account, analyzed for reason and accuracy of transactions and summarized for monthly meeting with President. Provided expert oversight of the human resource operations concerning policies, compensation structure and benefits. Developed, wrote and implemented monthly financial statements including analysis of Balance Sheet accounts and financial activities. Introduced business process improvements that enhanced A/P functions, established common vendor files, eliminated duplication and reduced monthly. Supervised and developed six direct reports. Implemented cross-selling activities in collaboration with department heads. Designed internal controls supporting initial SOX implementation. Developed financial trending model and key performance indicators. Prepared account reconciliations for all balance sheet accounts and relevant income statement accounts. Assumed responsibility for managing the Human Resources, Purchasing and Material Control departments. Assisted cost center managers in budget preparations and interpretation, providing explanations on specific budget items. Finance Director Resume Objective : Productive, efficient and very effective track record. Maximized revenue under GAAP requirements and limited financial exposures via sales team collaborations. Performed financial analysis in the due diligence process for potential acquisition targets. Managed preparation of financial statement & working with the external CPA for the year end and audit. Identified and capitalized opportunities for revenue growth and cost containment through analysis of financial and performance data. Developed and implemented three-year strategic plans and forecasting, ensuring alignment with UniCredit/internal requirements and overall corporate initiatives. Prepared risk assessment analysis and delivered presentation of findings and recommendations to Board; subsequently implemented enhanced internal controls. 2. Qualified commercial real estate financing opportunities generated by originators within the company based on the current lending environment. Shouldered duties of Information Technology Director researching new hardware and software. 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