Resume

20+ Years Experience in Accounting & IT Management

Location:

Racine, WI, 53402

Salary:

50000-65000

Posted:

June 23, 2015

Contact this candidate

Resume:

Kent A. Thorsen

Resume

PO Box *****, Racine, Wisconsin 53404

e-mail:acqdtt@r.postjobfree.com

cell: 262-***-****

SUMMARY

Finance & Accounting Director of Finance, Controller, Lean & Cost Accounting

20+ years of increasing responsibility for all aspects of Finance & Accounting and IT support for several multi-entity employers covering the retail, service and manufacturing industries including General Ledger consolidation/eliminations and shareholder reporting (GAAP), month end and year end closing journal entries, budgeting/forecasting, variance & financial analysis, fixed assets tracking, management Dashboard creation and maintenance. Policy development, staff supervision.

Solid understanding of Lean principles as it relates to both production and “back-office” process improvement

Expert at creating and streamlining systems resulting in dramatic decreases in internal labor and outside accounting firm costs

Experienced at system conversions

Advanced Excel abilities.

Computers & Technology IT Manger, Network Administrator, SQL, MCSE+I

20+ years utilizing current technologies to enhance information systems providing accurate and timely reports and dashboards to support management decision making.

Dovetailed IT & Finance experience for rapid development of more highly focused, pertinent and actionable processes with the goal of real time on-demand reporting capabilities.

Network and mail server design and administration, Computer Programming and custom program maintenance/modifications, Database (SQL) Programming, C#, Pascal, IOS App implementation, Security, Backup systems design and administration

Marketing, Publishing & Graphic Design Sales Management, Technical Editor

National Outside Sales Rep management and staffing, International Trade Show Representation, retail sales experience

Technical editing, computerized international newsletter layout, web page design, layout and publishing, sales material creation.

Intermediate Photoshop abilities

EDUCATION & CERTIFICATIONS

MCSE, MCP+I

1980-1983 University of Oregon, Eugene, Oregon

1978-1979 Southern Oregon State College, Ashland, Oregon

Some college, no degree

LETTERS OF REFERENCE

Bryan Redd, CEO, Upstream 21 et al

Skip Boone, Owner & President, Oregon Linen et al

Rob Harvey, Ward Insurance

Additional references to contact directly

COMMUNITY SERVICE & OTHER INTERESTS

Sutherlin School District Budget Committee 2002-2003 & 2001-2002; Boy Scouts of America, Cubmaster and Webelos Leader for Cub Scouts of America Pack 143; OMSI, Science Works, Wild Life Safari, Portland Art Museum, Coos Art Museum

Running & weightlifting; Hiking, camping, rock climbing; 3D Computer Game Programming (C#, Unity, Blender, Dax3d); Space Exploration, Robotics & Artificial Intelligence, Neurology and other leading edge science non-fiction; Science Fiction, Fantasy & Spy/Espionage books and movies; Guitar, Piano

EXPERIENCE & ACHIEVEMENTS

12/2013-Present Belle City Resale, Racine, Wisconsin. CFO/Controller/Staff Accountant.

Related entities: Belle City Movers, Belle City Holdings, Belle City’s Bronze Cap Tanning & Wellness

Created from scratch entire accounting systems and processes for multiple entities using QuickBooks, performed daily accounting duties of posting sales and AP, performed daily/weekly bank reconciliations, posted journal entries and prepared monthly P&Ls and Balance Sheets, all for multiple corporate entities. Trained accounting clerk on daily and monthly activities.

Created supporting Excel spreadsheet structures for analyzing sales and determining consignor accounts payable using exported QuickBooks data, applying a business logic layer and presenting actionable information via pivot tables.

Created contracts and customer information forms for new moving company, revised existing estate sale contracts. Created Automatic EFT program and Customer Agreement forms for tanning company.

Network administration and end user software and hardware IT support.

Created Web site design, layout and content, published to web and maintained regular updates of upcoming events.

Created photo quality sales and marketing logos, flyers, signs, mailers, gift certificates and business cards using Photoshop

4/2005-12/2013 Upstream 21 Corporation, Portland, Oregon. Director of Finance, Controller, Information Systems Manager.

Related entities: Roguewood Furniture, Jefferson State Forest Products, Community Smallwood Solutions

Please see letter of reference from Bryan Redd, CEO of parent company Upstream 21

Prepared financial statements and supporting schedules, posted month and year end closing General Journal Entries, accounted for eliminations and prepared individual entity and consolidated statements for shareholder reporting; quantitative analyses of financial position. Tax year-end planning and preparation. Prepared corporate forecasts and budgets. Reported directly to owners and CEO.

Streamlined accounting and financial systems resulting in a 50% reduction in expenses associated with external tax return preparation; worked directly with CPAs.

Trained, developed and managed accounting personnel; regularly processed daily accounting duties (AP, AR, Sales Order entry and tracking etc) for vacation fill-in, further developing written procedures for the positions and with an eye toward continuous improvement of processes.

Designed and implemented enterprise wide annual budgeting and forecasting processes, monthly variance and assumption analysis for multiple entities on an individual and consolidated basis.

Created Excel based management Dashboard extending cash flow visibility out to 12 weeks by pulling data from QuickBooks, Highrise CRM, Fishbowl Inventory, manufacturing kitting and costing systems and other sources. Dashboards were developed individually for each entity and combined for an Enterprise wide view.

Developed Sales Order to Manufacturing information processes to enable reduction of manufacturing batch sizes from a single monthly manufacturing batch to per sales order batches helping reduce lead time to ship by over 65%.

Researched, designed processes for and implemented conversion to Fishbowl Inventory for sales order tracking and invoicing, connecting Fishbowl Inventory directly to QuickBooks for daily posting of activity. Created processes and SQL reports for use within Fishbowl Inventory to increase visibility of Sales Orders within the manufacturing process, concentrating on Sales Order age and customer delivery expectations (used extensively for Lean Manufacturing

Researched, designed processes for and implemented conversion from EPlus Accounting (Linux server based) to QuickBooks eliminating IT support for multiple platforms.

Managed one million dollar credit line, weekly bank reporting of AR and Inventory, cash flow maintenance and projection.

Analyzed Lean manufacturing and accounting systems, developed Lean accounting approach to current accounting and financial reporting systems

Implemented Virtual Application and File servers for critical business systems; implemented virtual desktops for remote users and for sharing of limited access software licenses. Custom built server hardware for this purpose. IT software and hardware support for end users.

Represented furniture division at International Trade shows, researched and implemented third party IOS app providing product catalogue and sales materials for trade shows, developed and implemented email and social marketing follow-up and ongoing campaigns, developed prospect and new dealer relationships.

Managed 7-10 sales reps in multi-state traveling road show program including business model analysis, program and per show profitability analysis, schedule coordination, compensation development, pricing model development, show movement logistics and order fulfillment.

Managed accounting staff of 5, customer service staff of 4, outside sales staff of 7 during peak sales years.

Researched and studied Sharepoint model for possible future use, created test bed installation

4/1994-10/2004 Oregon Linen, Roseburg/North Bend/Coos Bay, Oregon. Controller, Information Systems Manager.

Related entities: Twin City Linen, Twin City Supply (multiple locations), Wardrobe Cleaners

Please see letter of reference from Skip Boone, former owner of Oregon Linen et al (son is current owner)

Prepared Financial Statements and supporting schedules, posted month and year end closing journal entries using industry specific sales order, invoicing and routing software (Route Accounting) and posting to Open Systems accounting package; managed small office staff (2-4), filled-in for daily office activities as needed (Route Accounting database maintenance, order tracking and invoicing, AP, AR, hired and fired as needed. Reported directly to owners.

Researched and implemented S-Corporation conversion, built-in gains calculations, cost-benefit projections.

Implemented 401(k) enterprise wide retirement plan from inception, prepared investment strategy, directed investment of pooled investment fund, prepared research for transformation to self-directed investment plan and implemented conversion.

Coordinated multi-company medical benefit plans, implemented alternative pricing to reduce cost by 8%, oversaw bid process of workers compensation vendors.

Coordinated fleet, property, liability and workers compensation insurance bidding and purchasing.

Created detailed written employee evaluations with emphasis on employee development. Managed accounting and administrative staff, cultivating, refining and expanding employee skills and abilities; reviewed and evaluated job performance, goals and priorities; evaluated and negotiated employee compensation; hired/firede when necessary.

Created bonus standards and employee incentive pay geared toward company requirements and employee development.

Team building implementation; values, mission statement & corporate strategic planning.

Wide Area Networks (WAN) - Designed and implemented regional WAN connecting multiple retail storefronts.

Network Security and Edge Virus Scanning - Implemented enterprise wide virus scanning at the edge of the network to scan all incoming AND outgoing e-mail messages preventing viruses from ever reaching the end users reducing desktop down time considerably. Virus scanning automatically updates the virus definitions daily. Spam filtering also implemented.

Designed and implemented multiple local area networks (LAN) in separate geographic regions using single Exchange server logical site spanning all regions. Set up systems for maintaining and troubleshooting all networks from any location resulting in significant containment of IT labor expenses while dramatically increasing knowledge worker productivity.

Developed and maintained backup systems including redesign to 3 tier data accessibility implementation.

Converted desktop hardware from terminals to pc’s in a successful preparation for Y2K

8/1989-4/1994 Omega Corporation, Medford, Oregon. Controller, Technical Editor, Computer Programmer

Related entities: Omega Publishing, Omega Financial Services, CMC Services, McKeever Total Return Fund, McKeever Income Plus Fund, McKeever Securities, Triversal Marketing, Triversal Enterprises, Trinity Financial Services, Alpine Distributors, Omega Ministries),

Designed, implemented and maintained full-cycle accounting, administrative, and management information systems and controls in accordance with SEC, NASD, and CFTC regulations for two mutual funds, a mutual fund management company, a stock brokerage company, a commodities brokerage firm, an international financial investment newsletter, a pension plan, a book micro-publishing corporation, an employee leasing company, consulting services corporations and a non-profit Christian ministry.

Researched, recommended, planned and implemented conversions from manual and custom written accounting program to “off the shelf” computer based accounting (AccPac Plus).

Maintained and analyzed profitability of investment portfolios for multiple corporations and trusts using both FIFO and transaction specific cost identification accounting methods. Tracked financial investment portfolio valuations daily for two mutual funds and a financial investment newsletter; reconciled net asset values daily with Provident Bank; designed and implemented computerized portfolio profit analysis reports by industry, return on investment and purchase date. Gathered, analyzed and forecast economic and investment market data and trends.

Researched and analyzed changes in IRS, SEC, NASD and CFTC regulations and reporting implications toward accounting, administrative and management information systems.

Prepared and filed federal information returns Form 990 for 501(c)(3) non-profit corporation.

Maintained custom programmed direct mail software, refactoring Pascal code to generalize hardcoded file locations, allowing for multiple data entry sources to be uploaded from multiple locations increasing efficiency considerably.

Technical editing of financial, economic, and investment portfolio data and creating graphs, tables and charts published in The Money Strategy Letter monthly.

Manual and computerized layout of two international newsletters, 16-32 pages each monthly.

REFERENCES

Traci Mottl

Owner

Belle City Resale (and related entities)

262-***-****

acqdtt@r.postjobfree.com

Bryan Redd ***Please see letter of reference***

CEO

Upstream 21 Corporation (and related entities)

Direct Supervisor

503-***-****