Accounting Manager
Resume:
ROBERT MARX, CPA
**** **. ****** *** ***** Drive Sun Prairie, WI 53590
*************@*****.***
WORK EXPERIENCE
Oakwood Lutheran Homes Association, Inc: Located in Madison, WI. Oakwood is a two campus Continuing Care Retirement Community with over 900 residents in independent living, assisted living, and skilled nursing facility, with $43M in annual resident revenues.
Controller / Director of Finance 2013-2017
Responsible for the total financial and procurement operations for 5 legal entities, including billing and accounts receivable, accounts payable, payroll, procurement, tax and treasury and financial reporting at staff, management and board of director levels.
Managed 9 direct report employees.
Implemented processes and controls to eliminate 6 material weaknesses from the 2012.
Implemented new Great Plains accounting system, with electronic requisition system to reduce purchase cost 15%, improving close process, and developing metric based reporting for per resident day and trend analysis for historical analysis.
Completed Medicare and Medicaid cost report for two skilled nursing facilities.
Responsible for completing 990 tax returns for 5 legal entities.
Implemented metric driving zero based budget models for improved timing and accuracy of data for preparing annual and capital budgets.
Improved billing processed through the entity clinical systems to reduce DSO by 15-20%, improving the accuracy of claims processing and proactive receivable management.
Streamlined claims and billing process for Medicare, Medicaid, and third-party insurance by developing claim review and information request process to maximize reimbursement.
Coordinate the $43M refinancing of debt to reduce annual debt service by over $1M annually. Responsible for negotiating favorable debt covenants with new financing.
Jackson Healthcare: Jackson Healthcare located in Alpharetta, GA is a $600M provider of clinician staffing, anesthesia management and healthcare information technology solutions
Corporate Accounting Manager /Controller 2008 - 2013
Responsible for the global consolidation of Jackson Healthcare including 50+ companies.
Manage Financial Operations of 7 legal operating entities including Financial reporting and operations. Manage 4 direct reports.
Manage consolidated rolling cash forecast and analysis.
Monthly MD&A to CEO/COO on consolidated operations and business segments.
Responsible for financial business planning and operation of acquired entities and act as interim controller for all startup entities in establishing accounting policies, and processes.
Developed metric reporting models for trend and variance analysis for staffing entities.
Management complex intercompany transactions and reconciliation.
Established accounting and reporting processes for new business start-up and acted as interim controller supervising staff accountants.
Interim Controller for $68M Nursing and Physical Therapist staffing company managing all aspects of billing, collections, risk/insurance, general accounting and financial reporting.
ROBERT MARX, CPA
1721 St. Albert the Great Drive Sun Prairie, WI 53590
*************@*****.***
WORK EXPERIENCE
Independent Consultant 2004 - 2008
Served as senior accounting professional and project manager for implementation of MAPICS and Microsoft Dynamics ERP Accounting, costing and reporting applications including defining documenting business requirements and process changes in support of new ERP systems.
Licensed Real Estate Broker in Georgia.
Infor/MAPICS, Inc.: Infor/MAPICS, located in Alpharetta, GA is $150M Supplier of ERP Manufacturing and accounting solutions to mid-market manufacturers.
Application Manager / Senior Business Consultant 1998 - 2004
Developed and executed implementation plans, parallel pilot programs and coordinated data conversion for financial, costing and contract/project accounting applications.
Define and evaluate new product enhancements for financial and costing applications. Define business requirements and product roll out plan.
Support Sales organization at user conference with product presentation and customer solution expo product presentation.
Developed product requirements for Sarbanes-Oxley application. Integrated with business product management product for COSO compliant solution for manufacturing clients.
LEAR Corporation: LEAR is a global provider complete seat systems, electronic products and electrical distribution systems with annual net sales of $15 billion. Plant was a Tier 1 Supplier for Ford Taurus and Sable product lines in Atlanta, GA. Annual Plant Revenue of $250M
Controller 1994 – 1998
Responsible for total financials operation of a new JIT manufacturing facility supplying seating systems in support of Ford Taurus and Mercury Sable models.
Managed Inventory and Costing for multiple engineering levels of Taurus and Sable models
Managed 6 direct reports in general accounting, cost accounting and material planning.
Implemented all Manufacturing Systems (MAPICS), EDI, Payroll and timekeeping systems.
Created costing reports and metrics including units per production hour, scrap per unit produced, scrap by product component, product mix profitability.
Developed and implemented Taurus/Sable Change Order Costing model which identified the margin differences and inventory obsolesce exposure of stock and PO Commitments of change orders. This process resulted in saving to the plant of $100K in three months.
ROBERT MARX, CPA
1721 St. Albert the Great Drive Sun Prairie, WI 53590
*************@*****.***
WORK EXPERIENCE
Hughes Aircraft Corporation: Hughes Aircraft Company, Industrial Product Division is a $450M Manufacture of electronic testers, bonding, and CRT products for commercial and defense applications
Financial Analyst/Assistant Controller – Carlsbad, CA & Lexington, KY 1989 - 1994
Managed for all general accounting and financial planning operations. 7 Direct Reports.
Responsible for all DCAA and DFAR Government reporting and pricing practices. Implemented costing and B&P systems to support DFAR defense requirements.
Integrated the financial and manufacturing systems from three locations into a single location developing best practices
QUALIFICATIONS
CPA with over 25 years leadership in General and Cost accounting functions in manufacturing & service industries.
Managed and implemented several accounting and costing systems. Duties included project management, functional design, parallel system testing and verification for discrete, process, and project cost manufacturers.
Deployed financial analysis accounting and costing information models and forecasts focusing on trend analysis, product profitability, financial feasibility.
Experience with ERP systems of Infor/MAPICS, Syteline, Lawson, JDE, Microsoft Dynamics, Great Plains, American Healthtech EMR, QuickBooks, FRx/Management Reporter, UltiPro HRIS Web and Reporting. ADP, & MS Office Applications
Creation and deployment of business and accounting policy and process documentation streaming and providing consistent basis of processes.
Loan and bank refinance and debt covenant compliance and reporting.
SIGNIFICANT ACHEVIEMENTS
Multiple times reduce close process times, improved accuracy and timing of financial information at all level of the organization including board of director MD&A.
Coordinating refinancing of debt and negotiating favorable debt covenants, reducing debt service over $1M annually and negotiated favorable covenant terms.
Implemented forecasting applications to forecast revenue and profitability dependent on changing product mix and utilizing constraint manufacturing factors in forecast. Forecasting model improved on-time delivery by 40-50% and reduced overtime by 20%
Developed Activity Based Costing drivers for product profitability analysis and new product development, reducing inventory obsolesce by $250K annually.
EDUCATION
CPA – Kentucky 2010
BS Accounting, University of Wisconsin-La Crosse
MBA, Accounting/Finance, University of Wisconsin-La Crosse
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