I keep your financial information flowing smoothly

The Controller is usually one of the highest financial and accounting individuals in a small-to-medium business after the CFO.

Depending on the size of the organization they might be peers with the Director of Finance or the VP of Accounting and is usually reporting into the CFO.

​Usually the Accounting Manager and the Finance Manager might report into this role. and from the Accounting and Finance Manager they usually have AP, AR, and GL reporting into it. Taxes and payroll might also be direct or indirect reports.

​Usually.

But I believe one of the strengths of a good Controller is that they are not bothered by titles.

My job as the Controller is to make sure accounting and finance are working smoothly. Close is getting done. Audit is getting done. Policies are in place.

The CFO has other priorities and the Controller role is there to give room to the CFO to focus on other priorities.

​I believe a good Controller can be counted on, can prioritize tasks, can ask the right questions, and be the leader that the accounting and finance department needs.

Past Work
Policies & Procedures

FiveCubits
● I reorganized policies and procedures to permit the audit to be held remotely, and withstood due-diligence from potential purchasers.

WHITTMANHART
● I collaborated with the Accounting Manager to develop a Policies and Procedures manual for the first time. I participated in road-show training in the new policies and procedures to office management and practice leaders across the corporation’s widespread geographical locations.

Syncreon
● I uncovered over $150,000 of assets (fixed or capitalize-able) that had not been properly identified due to insufficient financial review.
● I discovered invoices totaling $1,000,000 had not been properly captured and upon which applicable sales tax had not been paid. Caught the corporation up on these payments.

Nestle
● I led Nestlé audits with vendors to save over $1,000,000 in inappropriate charges.