Sales Accounting

Wendy Moulton, CPA

Email: *********@***.*** Cell: 817-***-****

PROFESSIONAL PROFILE

Controller/Analyst - with a comprehensive knowledge of all areas of finance, full cycle accounting, and GAAP. Experience in the logistics, telecommunications, healthcare, and restaurant industries. Results focused leader with proven track record of building teams and implementing process improvements that enhanced financial results and understanding for the end user.

One Call Care Management, Jacksonville, FL 09/14–Current

(Revenues of $1.6 billion.)

Senior Sales Finance Manager

Directed budgets, commissions, reporting and analysis for 6 business units and 200 plus sales representatives.

Reporting and Analysis

Responsible for branch level budgets to aide in business strategies and planning.

Provided in-depth reporting to help guide sales team in achieving targets

Provided Growth and Erosion reporting for corporate leadership.

Process Improvement

Improved annual budget output by 3 months to deliver budgets in January.

Streamlined commission process reducing 10 man hours per quarter and increasing accuracy rate

Initiate dashboard reporting to give more targeted sales data to representatives

Development

Created in person/remote training sessions for new hires from entry level to senior sales executives

Worked closely with sales leaders to analyze trends to have actionable data

SCHNEIDER LOGISTICS, Savannah, GA 10/10– 09/14

(Subsidiary of Schneider National Trucking Company; revenues of $250 Million.)

Financial Manager

Directed monthly close process, budgets, forecast, and detailed analysis for two divisions comprised of 12 warehouse and 6 trucking locations.

Financial Reporting to Improve Profitability

Responsible for development of tracking metrics, business strategies, yearly budget and monthly forecasts.

Produced location and consolidated monthly financial statements used to evaluate operating results.

Conducted monthly financial reviews with each location to improve forecast results against budget.

Process Improvement

Streamlined financial statements creating more time for analysis.

Reengineered $25 million temporary labor expenses process reducing 1 FTE

Successful transition of accounts payable and purchase order process to corporate office reducing 3 FTE’s

Staff Development

Implemented cross-checking procedures to assure accurate recording of all revenue and expenses resulting in improved integrity of financial data and financial reporting.

Implemented cross training of financial activities which allowed for reduction of over lapping positions resulting in cost savings.

Conducted in-service training to assist with employee growth.

Communication Solutions, Fort Worth, TX 04/07-11/08

(Telecommunication – AT&T authorized retailer; Revenues $20 Million)

Director of Financial Reporting

Responsible for Finance, Human Resource, and IT departments- managing 8 staff members for 3 markets and 18 locations

Financial Reporting

Directed full cycle accounting- AP, AR, inventory, payroll, month end close, budgeting and asset management

Implemented accounting policies and internal control procedures to assure consistent and accurate financial reporting at corporate and location level.

Created financial reporting packages and analysis on labor and cost of goods sold ratios.

Set up training for location managers to have a better understanding of financial information to assist in locations achieving results.

Established forecast and budget which resulted in ability to analyze monthly financial results against expected outcomes.

Created purchase order system and inventory management allowing for accurate job costing and cost controls.

Staff Development

Extensive training with the Arbinger Institute including facilitator training

Worked with staff to set goals and achieve individual and corporate results.

Wendy Moulton, Page 2

Spine Team Texas, Southlake, TX 07/05 – 11/06

(Physician Practice- 5 physicians with Physical therapy, Ambulatory center, and X-ray departments)

Accountant

Responsible for full cycle accounting and Human Resource

Financial Reporting

Streamlined monthly close process, resulting in monthly financials being presented five days earlier. Improved P&L reporting model providing stronger analysis of financial outcomes.

Implemented standardized statistical reporting for all departments.

Instituted standardized expense accrual process.

Produced monthly financial reporting package to be presented to senior leadership.

Created budgets for practice and related departments for future growth models

Process Improvements

Redesign reporting structure to better identify revenue and expense in all departments.

Created internal controls for cash handling and payroll

Initiated cash flow report and analysis to be used as a guide to stronger financial decisions.

Self Employed, Keller, TX 07/04 – 07/05

(Independent contractor for physician practice, mechanical contractor, restaurant chain.)

Accountant (2004 – 2005)

Balance sheet clean up and reconciliations. Provide better understanding of company position.

Successfully implemented software conversions.

California sales tax audit – reconciled 5 year period and collected $150,000 from customers

Reconciled Alcohol tax for 8 restaurants in 4 states and negotiated payment terms for overdue taxes.

All Things Good, Chapel Hill, NC 04/99 – 06/03

(High end take out restaurant and catering.)

Accounting Manager

Responsible for accounting department and month-end close procedures.

Established QuickBooks Pro accounting system and information flow facilitating efficient and proper GAAP accounting of all transactions.

Responsible for all accounting functions of 2 locations including: AR, AP, GL, payroll, banking, monthly adjusting entries and budgeting.

Reconciled balance sheet accounts including all sub-ledger reconciliations.

Prepared monthly and annual financial statements and related analysis.

Initiated costing software fine tuning product costing and selling price.

Created monthly financial reporting.

Performed variance analysis.

Supervised payroll, accounts payable and cash areas.

Air Compressor Equipment Company, Wilson, NC 01/97 – 01/99

(Air compressor sales and service company.)

Staff Accountant

Responsible for accounting department and month-end close procedures.

Responsible for all accounting functions: AR, AP, GL, payroll, banking, cash management, sales tax, property tax, financial reporting and supervision of AR clerk.

Complied Job Costing on labor and parts for accurate customer billing.

Reconciled all asset and liability accounts and subsidiary ledger to general ledger.

Established computerized purchase order system and maintained inventory system.

Implemented various software programs and spreadsheets streamlining accounting and office functions.

EDUCATION

B.S. Accounting, 1994

Frostburg State University, Frostburg, MD

Professional Development

Certified Management Accountant Review course

Arbinger Institute

Investment in Excellence, Pacific Institute

Technical Skills

Microsoft Office Suite, Oracle, Hyperion, Essbase,

Solomon, Quick Books Pro, Open Systems, Peach Tree, Dac Easy-

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