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324 Warren Boulevard (610) 0000 xxxxxx xxxx , xxxx , xxxxx 00000 abc@xyz.com
Controller
Results-Focused Leader Dedicated to Continually Exceeding Accounting, Financial Planning & Analytical Performance
Financial Reporting / Analysis │ Internal Controls │ Credit / Collections │ Strategic Planning
Team Building / Training │ Budgeting │ Forecasting │ Profit / Loss │ Administrative Management
Full-Cycle Accounting │ Cash Management │ Policy / Procedure Development │ Inventory Control
Highly Accomplished Leader who creates targeted financial initiatives to drive companywide growth and cultivate a strong company image with superior quality, and who consistently sees the big picture at all times via solutions-centric critical thinking for insightful, change-oriented results that align with an employer s vision, value, and goals.
Influential Strategist who actively meets and / or exceeds established objectives as an effective communicator and team builder, and who optimizes cross-functional staff dynamics to support collaboration, collective excellence, and innovation.
Ambitious Self-Starter who develops synergistic relationships with C-suite decision-makers, accounting / business professionals, stakeholders, and clients, and who leads multidisciplinary peers by example and with ethics and integrity.
Professional Synopsis
Horizon Services, City, State
(2009 2018)
Controller
Capitalize on the opportunity to lead forward-thinking accounting department initiatives for this $130-million HVAC, plumbing, sewer, and drains company, including recruiting, training, mentoring, and managing a top-performing team of 21 staff to support the company in exceeding business objectives. Established intra-department supervisory levels reportable to the Controller to develop talent and produce future leadership both within the department and company. Directed all facets of billing; collections, credit, and concerns; analytics; and financial reporting, including establishing all processes and procedures to promote consistency among key areas of operation. Continually improved processes by initiating balance sheet and cash flow reporting and analysis on a monthly basis to provide a real-time understanding of the company s financial well-being. Established ownership in key financial ratios. Demonstrated expertise with Microsoft Excel and data mining to promote innovative reporting to contribute to exponential company growth. Created a formal companywide Customer Service to boost brand performance and customer retention within a competitive market.
Initiated processes to use POs to improve AP invoice processing.
Recruited to successfully turn around a failing accounting department.
Reduced end-of-month close from 2 weeks to 3 days within only 3 months.
Revolutionized companywide budget processes for overhead expense analysis.
Noted as the go to leader for key Microsoft Excel applications and data mining.
Established previously non-existent consignment inventory procedures and accounting.
Led staff in processing 500+ financial applications with third-party companies each month.
Recognized as a hands-on, in-the-weeds controller dedicated to improving business results.
Reduced DSO from 11 days to 4.5 days and led efforts to manually process $4+ million in credit cards.
Grew staff from 5 employees to a multi-site, cross-functional department with 21 total support personnel.
Alliance Metals, Inc., West Chester, PA
(1999 2008)
Chief Financial Officer
Strategically steered all accounting, finance, and administration efforts for a $60-million national metal service center, including managing cash management, inventory management, credit and collections, IT, banking relations, and human resources initiatives. Developed results-centric policies and procedures for receivables, payables, and inventory, including facilitating reconciliation, shipping, receiving, and quality control to improve security, productivity, and accountability.
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Professional Synopsis (continued)
Alliance Metals, Inc., West Chester, PA
(continued)
Chief Financial Officer
Cost-effectively negotiated procurement of the company s $45 million in annual purchasing inventory. Developed sales, cost, and financial analysis to assess business plans and deliver critical information to all levels of management. Established multiple operational controls to monitor business performance. Served as Interim Sales Manager tasked with leading sales and marketing activities of a $20-million sales branch. Led targeted preparation and presentation of monthly reporting to the Board of Directors and Business Review Committee.
Served on an executive team to transition company from personal to estate ownership.
Increased inventory turns from 3.5 to 4.8 and monitored obsolete and slow-moving items.
Reduced overhead in excess of $400,000 by efficiently consolidating 3 distribution facilities.
Led company turnaround from negative equity to $2 million EBITDA annually in 18 months.
Reduced working capital by 21 days with key savings-to-interest expense of $250,000+ annually.
Renegotiated company s $13-million line of credit 3 times to reduce $250,000 in expenses annually.
Enhanced streamlined inventory via a quality- and security-focused new nationwide coding system.
Reduced DSO from 53 days to 44 days by implementing a new credit policy and collection procedures.
Reduced outside bank audits from 4 to 2 times annually and reduced professional fees $100,000 annually.
Launched annual budget process and forecasting models for 30- and 90-day and 12-month look-forwards.
Valens Information Systems, Inc., Media, PA
(1995 1999)
Chief Financial Officer
Played a vital role in directing all facets of accounting, finance, cash management, budgeting, forecasting, and human resources initiatives for this $25-million computer reseller, retailer, and IT service provider. Launched a new comprehensive accounting infrastructure that encompassed monthly financial reporting within only 3 months of hire. Supported the seamless acquisition of 2 companies, including developing forecast models, consolidation, and centralization analysis. Initiated closure of retail operations to transition the company to a full-time IT service provider.
Developed new budgeting, forecasting, and business planning processes.
Created a cost-reduction program to move the company toward increased profitability.
Consolidated 3 locations and centralized all operational, accounting, and administration systems.
Negotiated a $2-million line of credit with a Class 1 bank for purchase of inventory and working capital.
Education, Professional Development & Technical Summary
Bachelor of Science in Business Administration LaSalle University
Certified Public Accountant (CPA)
Completed Numerous CPE Courses Related to Current Industry Settings
Microsoft Word │ Microsoft Excel Power User │ Microsoft Outlook │ Able to Quickly Master New Software
Professional Affiliations
Member, Financial Executives Network Group
Member, Greater Philadelphia Senior Executives Group
Member, American Institute of Certified Public Accountants
Member, Pennsylvania Institute of Certified Public Accountants
Excellent Professional References Provided Upon Request
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