ROSANN O’LONE, CPA

*** ********* ****

Broomall, PA 19008

Cell: 610-***-****

Email: ac6isk@r.postjobfree.com

PROFESSIONAL SUMMARY

Accomplished accounting and financial management leader with experience in the professional services, pharmaceutical and investment industries. Proficient in administrating and overseeing all aspects of accounting and financial management functions including financial statement preparation and analysis, cash management, forecasting, budgeting and variance analysis, tax compliance and other management accounting related activities. Possesses strong project and system implementation skills, effective communication, and problem solving skills. Able to build relationships within and outside of the organization, as well as mentor employees and strengthen their capabilities.

PROFESSIONAL EXPERIENCE

Global Tax Management, Inc. – Wayne, PA 2004 through January 2018

Global Tax Management (GTM) is the largest firm in the Mid-Atlantic region that focuses exclusively on delivering corporate tax services to mid-size and large multinational, public and Fortune 500 companies.

Controller

Supervised, hired and mentored a professional and clerical team of three responsible for all accounting functions including GL, AP, AR, billing, fixed assets, semi-monthly payroll, journal entries, supporting schedules, etc. Responsible for the creation, review and analysis of all financial reporting, preparation of annual budgets and quarterly forecasts, administration of the company ESOP plan, corporate tax preparation and instrumental in financial strategic planning as it related to company growth.

Prepared financial reports, schedules, models and analysis for strategic planning initiatives

Assisted in the design and implementation of efficient budget templates that helped to reduce the preparation time for the annual budget and quarterly forecasts

Participated in the monthly financial meetings with business unit Directors and recommended areas to improve profits and reduce costs

Implemented and executed Microsoft Dynamics GP accounting system and BillQuick billing & T&E software system which streamlined the monthly close cycle (from 10 days to 6 days), employee expense payment process (direct deposit) and billing cycle (from 8 days to 4 days) which improved cash flow

Prepared company federal tax return using GoSystems Tax software and assisted with state tax compliance

Prepared and coordinated ESOP valuation information for external valuation company and acted as advisor for the ESOP Committee

Key contact for all finance related third-party service providers

Prepared financial covenant information for outside banking institutions

Established and maintained current accounting and travel expense policies which helped to curtail spending and improve cash flow

ROSANN O’LONE, CPA

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PharmaStar, LLC - Wayne, PA 2003 – 2004

PharmaStar, LLC assisted pharmaceutical companies with the development, launching and marketing of new drugs by providing medical education and training services on the central nervous system. The company was acquired by United BioSource Corporation in 2005.

Accounting Manager

Managed and developed an accounting clerk responsible for AP, AR and billing. Handled all accounting and finance functions such as journal entries, payroll, supporting schedules, monthly and quarterly financial statements, development and maintenance of the annual budget and cash flow forecasts. Primary interface with all outside auditors.

Implemented a Project Accounting software system using Microsoft Dynamics GP that assisted in the monitoring of revenue recognition

Created a Weekly Flash report, variance analysis and other various financial reports for top management and Board of Directors that directly influenced the decision making process

EXIMIAS Pharmaceutical Corporation - Berwyn, PA 2002 – 2003

Eximias was a privately-held pharmaceutical company that engaged in the acquisition, development and commercialization of products for the treatment of cancer, cancer-related and/or acute care disorders. YM BioSciences Inc. acquired Eximias in 2006.

Accounting Manager

Managed and developed an Accounts Payable Coordinator. Prepared all month end activity including journal entries, general ledger, financial statements and supporting schedules using Microsoft Dynamics GP.

Created and interpreted various financial reports for management, analyzed monthly variances and made recommendations for improvement

Administered, coordinated and negotiated all employee benefit plans resulting in a reduction of premiums

Valley Forge Investment Corp. - King of Prussia, PA 1999 – 2001

Valley Forge Investment Corp is a private equity firm that serves as an investor and adviser on business ventures such as start-up to mature operating companies, real estate investment and development, and hotels.

Controller

Hired, mentored and supervised a professional and clerical staff of 8 responsible for all accounting functions. Prepared monthly financial statements and interpreted results to management.

Assisted and supervised the implementation of an accounting software system (Microsoft Dynamics GP) reducing the reporting cycle from twelve to five business days

Supervised and trained the Payroll/Human Resources Department on processing the semi-monthly payroll using Paychex payroll software and managing of the 401(k) plan using Trustar software

ROSANN O’LONE, CPA

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Confab Inc. – King of Prussia, PA 1979 – 1998

Confab Inc. was a private label manufacturer of consumer disposable products. Confab was acquired by Tyco International in 1998.

Corporate Accounting Manager / Assist. Treasurer

Appraised company cash position, coordinated expenditures with forecasted cash flow and invested surplus cash

Acted as immediate contact with financial institutions, insurance companies and auditors

Implemented and maintained company 401(k) plan, non-qualified executive compensation plan, and group variable universal life insurance plan

Controller, Sales & Marketing Division

Hired, mentored and supervised professional and clerical staff of five responsible for all daily and month-end closing activities including journal entries, accounts payable, general ledger, payroll etc.

Developed and compiled monthly Controller’s report that interpreted financial operating results and made specific recommendations to reduce costs and improve profits

Assisted in the selection and implementation of an accounting software system (Integral) for an IBM AS/400 which reduced the financial statement reporting cycle from ten to five business days

Prepared annual budgets and analyzed monthly variances

TECHNICAL SKILLS

Accounting/Tax Software: Microsoft Dynamics GP, BillQuick, GoSystems Tax, H&R Block Business Tax, Peachtree, Quickbooks, Macola, Integral

Payroll Software: ADP, Ceridian, Paychex

Benefits Software: Fidelity Workbench, Trustar, Prudential 401(k) software, Transcentive Stock Option software

CERTIFICATIONS/MEMBERSHIPS/EDUCATION

Certified Public Accountant Memberships

Active License – CA022118L American Institute of Certified Public Accountants Pennsylvania Institute of Certified Public Accountants

St. Joseph’s University, Philadelphia, PA

Bachelor of Science – Accounting

Magna Cum Laude

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