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Accounting Financial

Libertyville, Illinois, United States
October 26, 2018

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Joseph Annis, CPA

Buffalo Grove, Illinois

Phone : 847-***-****

Analytical, detail-oriented and results-driven accounting professional with expertise in all facets of accounting, financial management, financial analysis, auditing, and controllership within high-profile corporations. Combines expert strategic planning and finance qualifications with strong analytical acumen, business development, transaction structuring/negotiation and leadership skills.

Delivered strong and sustainable financial gains in highly-competitive business markets nationwide and internationally through expertise in cost reduction, revenue growth and profit improvement. Recognized as a hands-on, expert problem solver who can rapidly resolve cross-functional business process problems and implement change with benefit to the company’s bottom line. Proficient in using Great Plains,

Sage MAS 90, Microsoft Dynamics, FRx Reporting, All QuickBooks Products, Microsoft Excel, and Word.

Signature Strengths:

Financial & Variance Analysis Financial Reporting & Revenue Recognition

Resource Planning & Allocation Cost and Benefit Analysis

Problem Identification & Resolution Capital Budgeting and Administration

Client Relationship Management Staff Supervision & Training

Work Experience

Oakley Industrial Machinery, Inc./ CSM Tube USA,Inc

Corporate Controller

2015 to present

Responsible for all accounting functions including month end close, billing, Accounts Payable, Accounts Receivable, Payroll and 401k management.

Create monthly financial statement packages and present results to Board of Directors.

Manage annual audit, including preparation and review of work papers and inventory reconciliations. Reorganized QuickBooks Enterprise Inventory system.

Set- up reporting systems, month end close procedures and train staff.

Set up procedures for month end inventory count and variance analysis.

International Services, Inc. – Buffalo Grove, IL

Corporate Controller

2013 to 2015

Mentored a staff of five professionals and managed the daily work flow of the Accounting Department

Maintained daily cash flow report analyzed by company executives. The report consists of (how many bank accounts, volume of daily activity in dollars, etc). Manage all Banking and Treasury processes.

Review and calculate a 90 day moving cash flow report and budget for daily analysis and review

Manage accounts receivable credit card processes by streamlining relationships with vendors Paymentech and American Express and investigating any differences.

Established and maintain departmental work papers for monthly, quarterly and annual review

Prepare and maintain the GST/HST and US sales tax reports

Created procedures and managed weekly process for uploading accounts receivable invoices into Microsoft Dynamics software program from a stand-alone sales/operations database

Roadside Protect, Inc. \ Universal Card Solutions, Inc. Hoffman Estates, IL



Contracted CFO reporting directly to the CEO and President.

Merged two printing companies into one business unit by designing and implementing a consolidated general ledger and compatible work-in-process system.

Directly responsible for the month and year end close, work-in-process inventory, budgeting, financial reporting, profit and loss analysis and cash flow forecasting.

Monitored financial performance by measuring and analyzing results and initiating corrective actions thereby minimizing the impact of variances.

Managed Accounts Receivable, Accounts Payable, Human Resource and 401k plans and filings.

Reduced month end close time by 33% and increased cash flow by 15%.

VAS HOLDING, INC. Schaumburg, IL

Director of Finance


Played a key role in growth of Call Center leader with over 1,100 employees in the US and Canada.

Instrumental member of team that grew company revenue to $33 Million in 8 years.

Managed all aspects of financial operations including monthly financial statement preparation, management sector reporting, and preparing the monthly Board of Director financial summaries.

Directly responsible for the month end close, budgeting, financial reporting, profit and loss analysis and cash flow forecasting.

Developed and maintained professional relationship with Canadian government liaison to ensure proper management of Labor Subsidy Credits needed to empower growth and capital acquisition.

Partnered with bank representatives in US and Canada to analyze currencies for hedging forwards and managed lines of credit.

Designed and managed monthly budget to actual reports. Partnered with department heads to analyze general ledger account variances and help provide solutions.

Designed and implemented a global consolidated general ledger reporting system using Sage MAS 90 and FRx reporting software.

Created and executed a full scope of accounting policies and internal control procedures while ensuring compliance with GAAP, the Department of Labor and insurance requirements.

Managed annual audit, including preparation and review of work papers.

Managed and motivated a staff of three direct reports and two indirect reports.


Corporate Controller


Global leader in Prepress Printing that supplied customized solutions to Fortune 500 companies.

Administered all aspects of financial accounting, payroll and human resources across multiple locations.

Established, implemented, and monitored a full scope of accounting policies and procedures while ensuring compliance with GAAP, the Department of Labor and insurance requirements.

Contributed financial strategies and forecasting results in business plans as an integral member of the senior management team.

Managed the day to day operations of the accounting department.

Designed and executed general ledger and financial reporting system using Solomon & FRx software.

Conducted cost accounting analysis of cost behavior, cost-volume-profit relationships, operational and capital budgeting, standard costing and variance analyses for costs and revenues.

Managed annual audit including preparation and review of work papers

Managed and mentored an accounting staff of five.

Education :

Bachelors of Science Commerce/Accounting DePaul University, School of Accountancy Chicago, IL

Certified Quickbooks Pro Advisor

Certified Public Accountant - Illinois CPA License # 065.048555

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