Joseph Merrill
Mobile Phone: 603-***-****
E-mail: *******@*****.***
42A Frost Road, Derry, NH 03038
Relevant Skills:
Strategic Planning
Post Merger Integration
Financial Analysis
Internal Controls
Month End Close
Process Development
Staff Development
Audit & Control
Budgeting
Experience:
November 2015 – Present – Unit4 Education Solutions – Financial Analyst/Controller
Software Industry – 12 Million sales
Responsible for the complete financial management of 12 million dollar a year entiry
Management of revenue recognition and deferred revenue
Managed process of transitioning transactional accounting to shared service center
Managed implementation of ERP system from Quickbooks
Interim role
April 2013 – Feb 2015 – Autofair Internal Auditor
Automotive Industry – 400 million sales
Responsible for the development of Internal Controls and Audits to ensure all branch locations are in compliance with all laws and internal policies.
Development of Internal Financial reporting package to ensure that all stakeholders understand current performance metrics as well as development of plans to achieve aggressive targets.
Developed and managed new processes which cut several days out of the month end close process as well as the generation and review of internal and external reporting packages.
Made Monthly presentations to management regarding the previous months results as well as gap analysis regarding actual, plan and forecast, as well as working with operational management on the implementation of measures to close gaps.
Managed External Audit with CPA Firm
Worked with senior management on due diligence analysis of acquisitions.
Responsible for inventory controls of all cars and parts for our service operations.
April 2012 – Jan 2013 – TMC LLC Controller/CFO
Automotive Industry – 85 million sales
Responsible for the management of all finance, accounting and administrative functions of a chain of Harley Davidson dealers owned by a family group which ultimately was divided up among family members as independent companies
Built Corporate finance and administrative functions from the ground up
Developed employee handbook and accounting manual
Took the company from one dealership to three – integrating 2 under performing dealerships in to the company and making them profitable
Built the corporate oversight and controls from the ground up as our plan was to continue with the acquisition of additional dealerships – prior to my arrival there was no corporate function.
Extensive work with operational management to improve productivity and reduce expenses.
April 2011 – April 2012 – Simonds International Interim Controller
Manufacturing – 200 million sales
Responsible for all Financial and Accounting functions for the organization
Developed new processes to bring financial controls and processes up to current standards
Implemented internal reporting processes so operations could monitor KPI performance on a daily basis instead of waiting until month end to make operational adjustments in order to hit targets
Worked with Internal and external stakeholders on the purchase and implementation of an internal power generation project, allowing us to generate our own electricity, saving over 1 million dollars per year.
May 2006 – Jan 2010 – Bosch Thermotechnology Financial Controller
Manufacturing/Distribution Industry – 250 million sales
Responsible for the management of the finance and accounting functions
Assisted in the due diligence and negotiation phases of multiple acquisitions
Lead post merger integration team for new acquisition
Consolidated multiple locations and businesses in to North American financial reporting package.
Served as financial liaison to parent company in Germany
Participated on both the company management committee as well as the product development committee
Managed purchasing and inventory control functions
Selected as a high potential manager within Bosch worldwide operations and took part in training programs for such managers.
Worked with facilities management department to develop cost estimates and budgetary controls for all new building projects
May 1999 – April 2006– Talbots/JJILL Senior Financial Analyst
Retail Industry – 1.5 billion sales
Inventory Management for 200 store chain.
Month end close and analysis of retail business
Assisted in the successful implementation of SOX controls
Managed Monthly forecast
Education:
MBA – 2001 Franklin Pierce College – Rindge NH – 3.8 GPA
BS Finance and Business Administration – 1995 Florida Southern College
Systems Experience
MAS90, MAS500, JD Edwards, ADP, Microsoft Excel and Access.