Mark E. McIntyre 614-***-**** email: acvvsv@r.postjobfree.com
Professional Summary
Expertise in Public Accounting (Audit, Tax and Compliance), Executive Search in Accounting and Finance; Managing experience
Prepared monthly financial statements balance sheet/income statement /statement of cash flows & taxation primarily in Excel using various macros, pivot table, Vlook tool and applications.
Oversite of Accounts Payable/Accounts Receivable/Bank & Account Reconciliations, Inventory Counts, adjustments and tax reporting. In addition to Fixed Assets, depreciation/amortization schedules and SG & A expense reporting
Directed financial reporting activities including: bank/account reconciliation’s, adjusting/closing entries, payables/receivables, credit management, inventory valuations & federal/state/local taxes.
Prepared and responsible for all monthly, quarterly and annual financial reporting including all internal management reports, statutory (publicly traded 10-K/Q) reports, journal entries, hedging, stock transactions and account reconciliation’s.
Profit maximization review, Sales Forecast/Budget & SGA analysis, monitoring of key financial/economic & non-financial indicators.
Managed investment portfolio, banking relations and reinsurance on foreign & domestic real estate investments analyzing data from various data points and compiling in Excel/Access database.
Managed pay-out and capital fund raising for investment projects both foreign and domestic, including banking relations/insurance-fidelity, financial liability and financial reporting to corporations and individual investors.
Available to interview and begin immediately; Previous JPMC consultant.
Proficient in Microsoft Office; Excel, Access, Word, PowerPoint, Hyperion, PeopleSoft, Oracle, Lawson, Windows, Macola, Skyline industry specific software, Great Plains, Peachware, SAP, Quickbooks
Education
Ashland University, Masters of Business Administration 1993
College of Mount Saint Josephs, Bachelor of Arts – Accounting 1986
Professional Experience
Financial & Accounting Professionals LLC 1996 – 2015
Managing Director/Consultant p & Project Accounting
Accounting/Tax, Consulting, Executive Search & Recruit Practice
Prepared monthly financial statements balance sheet/income statement /statement of cash flows & taxation primarily in Excel using various macros, pivot table, Vlook tool and applications
Directed financial reporting activities including: bank/account reconciliation s, adjusting/closing entries, payables/receivables, credit management, inventory valuations, federal/state/local taxes
Managed investment portfolio, banking relations and reinsurance on foreign & domestic real estate investments analyzing data from various data points and compiling in Excel/Access database
Managed pay-out and capital fund raising for investment projects both foreign and domestic, including banking relations/insurance-fidelity, financial liability and financial reporting to corporations and individual investors
Contract Accounting – under contract agreement serving as Controller/Accounting Manager/Senior Financial Analyst and staff accounting functions for public and private companies
Profit maximization review, Sales Forecast/Budget & SGA analysis, monitoring of key financial/economic & non-financial indicators.
SOX 303/404 preparation, design and implementation (both US/Canadian & Japanese implements
Executive Search, recruit and placement of staff and management financial/accounting personal on a contingency basis
Business Development, prospecting and client cultivation
Financial Analysis, fulfillment, logistics, market position strategies & evaluation of financial factors
Contracted Projects:
Abbott Nutrition Consultant-Freight/Shipping processing 4/15 - 8/15
Biffle & Associates - Tax/Consulting Consultant/Preparer 2015 Tax Season
The State of Ohio - Dept. of Education Consultant AP Rptg./MBE, WBE monthly rptg. 12/14 – 1/15
The Longaberger Company Consultant State Sales/Use, CAT, Property Tax filings 9/14 – 1/15
Community for New Directions Consultant not for profit financial reporting/audit preparation 4/14 –8/14
Control Solutions/Altran Consultant contract agreement w/F&AP LLC 2/2013 - 12/2013
(listed assignments)
NuCor EPA Safety Compliance review, Scarp Sale of Non-Ferrous metal shipping reconciled shipping invoices 8/13 - 12-13
Kroger A/P & A/R vendor reconciliations and Inventory control test 6/13 - 8/13
Thor Industries Documented and performed testing of controls for various business processes to ensure
compliance with the Sarbanes-Oxley Act of 2002 for an RV manufacturer 2/13 – 5/13
Corporate Offices International Controller contracted w/F&APLLC 06/2012-12/2012
Academy Kids, A-Plus Academy, A-Z Recycling, Global Metals, DMI Metals, United Home Health, United Health Plus, Community Health Services, 1465 LTD, Quan Ming Properties Ltd and associated companies
All financial reporting for the associated entities, P/R, A/P, A/R, Invoicing –domestic & international shipping, foreign currency transactions/translations, supervision and financial planning. Revenue operations of 55M annually
ILS Financial Analyst contract agreement w/F&AP LLC 01/2011 –01/2012
Evaluation of cost factors for fulfillment
Distribution/product pricing for national rollout
Financial feasibility to determine profitability for new market development
Alliance Staffing Solutions Contract Consultant (8/11-9/11) & (2/12-4/12)
FCX Performance & Interior Supply Ohio Sale & Use tax compliance reviews
Obtain tax/non-tax certification for sales covering defined period of activity
Documented whether sales were in compliance for possible tax reimbursements
Developed operating procedure to capture information and define tax consequence with producing
JPM Chase Contract Consultant w/Acloche 04/2011 – 07/2011
w/Peak Management 10/2011 – 12/2011
Financial Reviewer-Procedure Writing Monthly Statement Processing Cycle
Processing and procedure review
Financial statement review monthly
SOX like work in preparation for Dodd-Frank implementation in banking/financial services
Determine if financial statements were in compliance with company/all regulation
Responsible for presenting clear and understandable financial statements
Aim Technical Consulting Senior Finance Manager/contract agreement w/F&APLLC 06/2010-10/2010
Managed the overall day to day operations & financial operating functions reporting, billing, invoicing integrating financial controls in recruit, business development functions
Provide detailed financial reporting & analysis of business activities to various operating entities internal/external to the organization
Managed external financing activities to insure financial stability
Prepared written operational procedures for staff sourcing and placement of technical professionals using various sourcing tools.(internet/personal networks)
State of Ohio –DAS Financial Analyst/contract agreement w/F&APLLC 02/2010 -06/2010
Monthly Financial Reporting, bank deposits and workers compensation reporting
Responsible for monthly financial statements and reporting
Determine if state of Ohio employees were paying benefits portion of payroll tax
Complied financial information to present in monthly statement
JPMorganChase Project Programmer/contract agreement w/F&APLLC 09/2009 – 01/2010
Installed and programmed all printer preparing installation instructions and us diagrams
Jefferson Wells / Manpower Professionals
Executive Search Recruiting 07/2007 - 03/2008
Consultant-Project 01/2006 - 06/2009
Sarbanes-Oxley Act (SOA/SOX) 303/404 implementation
Visited various site locations for accelerated filers reviewing control documentation, exposure risk, operational procedure and implementation processes.
Developed Internal Control procedures-gathering information through interview and documenting visual and written processes of operating activity both financial and operational
Preformed initial Toyota North America documentation for review and pre JSOX readiness review
Work included all documentation, flowcharting and collection review of processes at multiple North American locations
Cardinal Health Financial Analyst/contract agreement w/F&APLLC 11/2005 – 01/2006
Monthly Reporting Fixed Asset Cycle, Price Point Order, Forecast/Budget Analysis
Clark Schaefer Consulting, LLC Consultative Senior Auditor-via PWC contract 5/2004 – 8/2005
Sarbanes-Oxley Act (SOA/SOX) 303/404 implementation.
Review of Hamilton Co. Ohio Clerk of Courts-Cash In-take /Cashiers Office operations
Documented operational control procedures for prescription drug distribution companies through interview and recording processes, revising and documenting those control procedures.
Implemented SOX fieldwork work plan, reviewed subordinates work product and training (field) of PwC staff
ScottLawn Accountant/contract agreement w/F&APLLC 1999 - 2000
Monthly closings of eight operating units
Responsible for account bank reconciliations
CB Richard Ellis Accountant /contract agreement w/F&APLLC 2001 - 2002
Monthly closings of six operating units
Responsible for account bank reconciliations
Gimcher Realty Trust Accountant/contract agreement w/F&APLLC 2000 - 2001
Monthly closings of 11 operating units
Responsible for account bank reconciliations
Software
Proficient in Microsoft Office; Excel(functions), Access, Word, PowerPoint, Oracle(Financials), Lawson, Macola, Skyline, Hyperion, Great Plains(Dynamics), Peachware, PeopleSoft, SAP(financials/manufacturing & Logistics), Quickbooks, ATX/CCH tax and financial service industry software for mortgage/loan processing & insurance.
Extensively experienced and goal-oriented Financial Professional with proven achievement of corporate financial/operational goals and objectives while maintaining a healthy work life balance.
Core competencies include:
Financial Analysis
Forecasting
Budgeting
Month End Close Support
Efficiency Improvements
Cost Reductions
SUMMARY OF EXPERIENCE:
Financial Analysis
Profitability Analysis for Sales Verticals, Product Lines and Professional Services Departments (Time Warner Cable, LCI International, Ashland Chemical, ARM Financial & Nationwide Insurance Enterprises)
Utilization and Key Performance Indicator Analysis for Operating Divisions and Departments
Financial Statement analysis and commentary-monthly/quarterly & annual reporting
Monthly, Quarterly and Fiscal Year budget vs. actual variance analysis
Net Present Value and Cost Benefit Analysis
Quarterly financial metrics for 200+ million dollar company and related competitors for comparison(Time Warner Cable, LCI International, Ashland Chemical, Enron Capital & Trade & Nationwide Insurance Enterprises)
Forecasting
Prepared Quarterly rolling twelve month income statement balance sheet and cash flow forecasts for a Time Warner Cable/Enron Capital & Trade, Nationwide Insurance Enterprises
Prepared Five-year income statement balance sheet and cash flow projections for the five-year strategic plan for Time Warner Cable/Enron Capital & Trade, Nationwide Insurance Enterprises, AIM Technical Consulting
Prepared capital expenditure forecast for a Government Agency(Office of Budget & Mgmt. State of Ohio)
Developed measurements of forecast accuracy and validity using various economic statistics(State of Ohio-Dept of Education)
Budgeting
Developed and consolidated annual operating and capital budgets for multiple reporting entities within Time Warner Cable & Enron Captial & Trade
Prepared total income statement balance sheet and cash flow forecasts for various companies.
Developed measurements of budget accuracy and validity using various economic statistics
Month End Close Support
Preparation of month end accrual and account reconciliation entries(multiple concerns)
Analysis of General Ledger accounts for accuracy in cost recognition
Preparation of ad hoc expenditure summaries for Department Managers and Executives
Developed Internal audit sampling schedules to ensure expense and revenue validity
Efficiency Improvements
Increased productivity levels by providing key contributions toward automation of corporate financial statements (JPMC/NuCor/Metallico/Omnicare & EnLoe Pharmacies)
Increased Professional Services Profitability with consistent benchmarking of Utilization and other Key Performance Indicators.
Reduced monthly closing cycle by two-six days with identification and recommendation of enhanced closing procedures(Project work various companies)
Cost Reduction Savings
Recovered $100,000 in CAT/Sale & Use (tax) overpayments (project-Longaberger/Pinnacle)
Saved more than $250,000 in annual expenses through identification of inaccurate accounting transactions (A-Z Recycling/DMI Metals/Global Metals)
Negotiated annualized savings of $150,000 in Tax Abatement and other job creation related credits.
Audited Target Jobs Tax Credits programs and Tax Credit Recovery programs for private sector clients(Public Accounting)