Steven M. Thomas

Professional Summary

Results-driven, dedicated management and finance professional with 10 plus years progressive experience. Extensive experience in non-profit and private sector.

Career Skills

Budgeting

Forecasting

Strategic Planning

ADP/Paychex Payroll

Financial Analysis

Excel

NetSuite

Outlook

Power Point

QuickBooks (Desk top/Online)

Work experience

October 2020 – Present - Self Employed, Fort Myers, FL

Consultant

QuickBooks online/desk top consultant. Set up companies, prepare financial statements, payroll, budgeting and forecasting.

Managed implementation from QuickBooks to NetSuite.

Construction industry - Percentage of Completion using QuickBooks and Buildertrend. Three different entities.

Reconcile bank accounts and credit card statements.

August 2019 – September 2020 Creating Better Days, Fort Myers, FL

Controller

Responsible for all financial reporting AP, AR, credit card reconciliations, monthly financial statement preparation (month end close) and management reports using QuickBooks Online as our operating software. CBD Lab.

Reported directly to the owners.

Oversee bi-monthly payroll for 50 employees using ADP.

September 2017 – October 2018 Offshore Sailing School, Ltd. Fort Myers, FL

Controller

Responsible for all financial reporting including AP, AR, month end close, and gross margin analysis for our 6 locations using QuickBooks as our operating software.

Complete semi-monthly payroll for 30 employees.

Reported directly to the owners.

Implemented vacation tracking using Paychex as our payroll service provider.

Managed 1 direct report.

February 2007 – July 2016 Union Iron, Inc. Decatur, IL

Division Controller

Oversaw all financial aspects of the business including financial statement preparation, budgeting, forecasting, supervision of payroll, gross margin and EBITDA analysis for a $40 million plus publically traded company.

Grain Handling Industry.

Reported directly to the President.

Developed forecast model that compares sales revenue vs. personnel which allows management to properly align employee headcount.

Implemented timekeeping software to track labor and apply overhead to specific jobs in our engineering and production departments.

Managed 3 – 5 direct reports.

Managed and administered a $3.8 million annual general and administrative budget.

Ensured controls over inventory/asset management are in place and effective, including supervising quarterly inventory counts and periodic capital asset reviews.

Achieved marked improvement in ability to take advantage of cash discounts by redesigning paper flow. This resulted in an additional $25 thousand in discounts earned in 2015.

March 2003 – January 2007 Millikin University Decatur, IL

Financial Analyst

Compiled information necessary to prepare IRS form 990.

Compiled information to prepare financial statements and backup documents to be used in the annual audit.

Improved short-term investing performance by reconciling all University bank accounts monthly.

Prepared monthly Cash Flow Statement and twelve-month projections.

Reported to Vice President of Finance.

Worked with outside auditors in preparation of annual audit.

Budgeting – provided support to departments and assisted in preparation of annual budget.

Special projects, cost analysis and other analytics as requested.

Education

Southern Illinois University BS, Finance

19 Hanna Ct

Fort Myers, FL 33912

239-***-****

ad132u@r.postjobfree.com

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