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Senior level accounting and finance detail oriented

Marietta, GA
January 30, 2024

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VP Finance & Administration, Corporate Controller, Chief Financial Officer (CFO) Services

Broad diversified experience in finance and accounting, cost accounting, treasury & banking, financial planning and forecasting, reporting, audit, merger & acquisition due diligence and integration, mentorship, and more.

ANDY F WONG, Finance and Accounting Consultant, Marietta, GA Nov.’14-Present

Fisher & Phillips, LLP, Atlanta GA Feb.23-Present

Interim Controller and Aderant General Ledger Accounting Manager for this labor and employment law firm with more than 500 attorneys across over 37 offices.

Directly supervised General Accounting, Accounts Payable, and worked closely with Accounts Receivable, Tax, and Financial Reporting. Managed the daily Treasury cash management function including surplus funds money market investment and led the bank account consolidation initiative with a 25% reduction in number of bank accounts and associated fees. Streamlined the daily fees and rate realization reporting saving 45 minutes every morning. Maintained the chart of accounts including trust cash and offsetting payable account creation as well as oversaw daily subledger to general ledger balancing, report GLED08. Created a desktop procedure manual used as a valuable training resource for onboarding of the permanent position hire.

MorganFranklin Consulting, McLean, VA Feb.’22-Jan.’23

Senior Manager Accounting & Technical Services serving as Interim Corporate Controller for Innovative Chemical Products Group, LLC in Andover, MA through July 2022, a near billion dollar manufacturer of industrial specialty coatings and adhesives.

Manage Corporate Accounting and Reporting for multiple company divisions reducing close from 15 to 5 days with enhanced accuracy. Manage and coordinate annual audit, tax compliance, and various tax filings with estimated compliance $400K tax compliance savings. Completed the annual audit on schedule without exception. Manage the annual insurance renewal including property, vehicle, workers compensation, flood, cyber, D&O, and other risk coverage working with brokers to manage down the proposed premium increase nearly in half for a $250K savings. Lead contact with external service providers in adopting ASC842 lease accounting and roll out of VisuaLease software introducing control policy for all new and renewing leases. Successfully manage resolution of pre-acquisition tax issues obtaining escrow account funding from the Sellers providing thorough documentation and support.

Republic National Distributing Company, Atlanta, GA (Wine and Spirits Distributor) Jan.’21-Feb.’22 Interim Corporate Accounting Manager through VACO Staffing while incumbent transitioned to an ERP implementation project.

Provide hands on accounting support, staff management, and development for the second largest wine and spirits distributor in the United States. Prepared corporate management P&L and Balance sheet flux analysis, account reconciliation reviews, staff journal entry reviews and approvals, month end close coordination, and audit support among other responsibilities. Performed process reviews and documentation to enhance accuracy and efficiency helping to build control checks in key spreadsheets. Heavily involved in year-end audit schedule preparation and review including debt roll forwards, intangible roll forwards, and audited financial schedule and footnote support. Worked cross functionally to achieve goals. Client financial system is Oracle.

Global Franchise Group, Dunwoody, GA (Restaurant franchisor and management) Jun.’20-Jan.’21

Finance and Accounting Consultant through VACO Staffing providing hands on accounting and finance support for this restaurant management group whose brands include Great American Cookie, Marble Slab Creamery, Maggie Moos, Round Table Pizza, Pretzel Time, and Hot Dog on a Stick.

Provide interim accounting and accounting management services from process review and documentation, transactional reviews and approvals, account reconciliations, journal entry processing, and audit support. Client system is MS Dynamics GP (Great Plains).

HotSchedules, Alpharetta, GA (SAAS Software Service) Jun.’19-Dec.’19

Interim Corporate Controller for the world's largest provider of end-to-end restaurant and hospitality management solutions including HR and payroll solutions, inventory management, scheduling, and end-to-end hospitality software solutions. Engaged after incumbent had already left the company to manage through transition as the company underwent a sale and merger. Focused on M&A integration, purchase accounting, auditor and valuation firm RFP and selection, along with staff management, development, and retention.

Managed general accounting, billing, revenue accounting, credit and collection, accounts payable, payroll, and treasury cash management among others. Successfully drove procedural enhancement, monthly reporting, and control processes. Client ERP system is Oracle NetSuite.

Togetherwork, LLC, Columbus, GA (SAAS Revenue & Membership Management) Mar.’19-May’19

Interim Operational Controller engaged to assist through stub period and year-end audits, staff management and development, procedural enhancement, and monthly reporting and controls among other functions.

Successfully concluded audits on time with unqualified opinions, reduced month end close from 9 days to 5 in first month and implemented corrective procedures to help manage cash flow. Client ERP system is IntAcct and Mineral Tree for Accounts Payable management.

Halyard Health/AVANOS Medical, Alpharetta, GA (Medical Devices $7B enterprise) Sep.’18-Mar.’19

North America Finance and Accounting Leader engaged as transitional senior manager of the North American accounting team covering US, Canada, and Mexico.

Challenged by their May 2018 Surgical & Infection Prevention business sale with continuing 18 month Transition Services Agreement, the Company struggled to keep up resulting in excessive turnover. Introduced remediation measures including training, mentoring, enhanced communication, and procedural documentation and improvement to drive efficiencies resulting in enhanced morale and reduced turnover. Managed SOX compliance, monthly close and reporting, journal entry accuracy, reconciliation reviews, and audit support among others. Client ERP system is SAP and Blackline Reconciliation software.

Icahn Automotive Group, Kennesaw, GA (Auto Plus/PepBoys $3B enterprise) Sep.’17-Aug.’18

Engaged by client to assist Corporate Controller with procedural documentation and process improvement, SOX compliance, monthly close and reporting, journal entry and reconciliation reviews, outside audit support, staff coaching and staff development driving enhanced morale after sudden resignation of both Accounting Managers. Client ERP system is SAP.

The Honey Baked Ham Company, Alpharetta, GA ($750M revenue) Apr.’15-Jun.’15

Engaged by client as Finance and Accounting Integration Manager to lead the organization through a major merger doubling the company’s size.

Planned, organized, documented, and executed plans for each function including general accounting, financial reporting, sales and use tax compliance and reporting, inventory accounting, billing, collections, accounts payable, business license compliance, and treasury cash management among other related functions. Successfully moved and integrated all back office finance and accounting functions from 3 separate home office operations into one on a single back office system, driving staff and corporate synergy savings. Responsible for proper structuring of merger/acquisition accounting passing the annual financial statement audit without issue. I was recognized several times for my cross-functional leadership and contributions. Subsequently hired as Corporate Controller.

RockTenn (now WestRock), Duluth, GA ($800M revenue, Permanent Display Div.) Dec.’14-Mar.’15

Engaged by client as Integration Lead for cost and general accounting supporting its acquisition of American Greetings permanent display business.

Implemented RockTenn’s JD Edwards cost and general accounting policies and procedures while identifying acquisition cost settlement adjustments. Provided leadership and training to acquired staff, identified cost savings and efficiency opportunities, and identified foreign exchange accounting error resulting in immediate savings of $80K quarterly based upon purchase volume. Served as Interim Plant Controller upon sudden resignation of incumbent.

THE HONEY BAKED HAM COMPANY, LLC, Alpharetta, GA ($750M revenue) Apr.’15-Apr.’17

Corporate Controller, Jun.’15-Apr.’17

Finance and Accounting Integration Manager (Consultant), Apr.’15-Jun.’15

Appointed Corporate Controller following my success leading Honey Baked through its May 2015 merger.

Created restated company post-sale opening balance sheet for initial audit moving the company from cash to full accrual based accounting.

Designed and implemented enhanced processes, policies and procedures for accounting operations, reporting, and controls transitioning company to full accrual basis from cash basis accounting.

Implemented new MS Dynamics GP G/L system reducing closing time to 5 days from previous 8 weeks.

Automated Operations data tracking system; drove cost savings initiatives totaling $400K.

C2 EDUCATIONAL SYSTEMS, INC., Atlanta, GA ($500M revenue, Retail Education) Apr.’12-Oct.’14

VP Finance & Accounting. Restructured accounting, finance, and administration post company purchase by current Private Equity Group (PEG) owners. Responsible for oversight and management of accounting operations and reporting, financial analysis, budgeting, internal audit and payroll among others.

Created restated company post-sale opening balance sheet for initial audit moving the company from cash to full accrual based accounting.

Designed and implemented enhanced processes, policies and procedures for accounting operations, reporting, and controls transitioning company to full accrual basis from cash basis accounting.

Implemented new MS Dynamics GP G/L system reducing closing time to 5 days from previous 8 weeks.

Automated Operations data tracking system; drove cost savings initiatives totaling $400K.

FLOOR and DECOR OUTLETS OF AMERICA, INC., Atlanta, GA (Retail) Dec.’06-Apr.’12

AVP Corporate Controller. Assumed role in a growing large box home improvement retailer plagued by high department turnover, low morale, and need for process improvement and efficiency. Managed General Accounting, Inventory and Costing, Accounts Payable, Financial Reporting, Payroll Accounting, Fixed Asset Accounting, Risk Management, and Internal Audit and Controls among others.

Transformed the group to a new level, fostering partnerships while rightsizing staff and skills.

Reduced involuntary turnover to 0% over five years.

Reduced month end close cycle from 8 days to 5 days via introduction of automation.

Implemented electronic account reconciliations driving enhanced preparation and review efficiencies.

Developed more robust reporting including departmental expense reports.

Worked closely with the Board of Directors in providing customized reports and information.

Streamlined real estate lease tracking, controls, reporting, and compliance.

Generated more than $500K annual SG&A cost savings.

Key due diligence team member in the successful sale of the company to a new, larger Private Equity Group owner who commended the team for its thoroughness and responsiveness.

Performed periodic ASC 350 and ASC 718 valuations.

Performed ASC 718 Stock Based Compensation computations and support applying the fair value method.

CALLAWAY PARTNERS, LLC, Atlanta, GA (Financial Consulting) Feb.’05-Dec.’06

Sr. Consultant. Provided senior level financial, accounting, and management consulting and support to retail, Quick Serve Restaurant, Insurance, and publication industry clients providing:

Merger and acquisition due diligence.

Insurance statutory and regulatory reporting (ING).

SOX procedural development, documentation and implementation as well as systems development, and management support services (Arby’s Restaurant Group).

AGL RESOURCES INC., Atlanta, GA ($2.5 Billion Diversified Energy Holding Co.) Sept.’01-Feb.’04

Director, Finance Special Projects and Treasury. Lead strategic initiatives, merger and acquisition analysis, business valuation, business research and intelligence, best practices, and cost control as well as managed the 5-year strategic planning process for this diversified natural gas and distribution pipeline utility.

BANK OF AMERICA CORP., Charlotte, NC (Banking and Finance) Apr.’00-Aug. ‘01

Senior Vice President Finance, Structured Transactions. Lead finance manager working with Corporate Tax, Legal, and Business Units in design and implementation of tax efficiency strategies utilizing bank asset portfolios.

DUKE ENERGY NORTH AMERICA, LLC, Charlotte, NC Sept.’98-Apr.’00

Managing Director and Controller for this $1 Billion Duke Energy generation and development subsidiary. Managed, developed, and maintained accounting, reporting, internal control, project costing, payroll, and accounts payable operations, policies and procedures.

MEDEVA PHARMACEUTICALS, INC., Rochester, NY (Manufacturing) Nov.’96-Aug.’98

Director and Corporate Controller. Fully responsible for Controller and Treasury functions for this half-billion dollar, multi-plant pharmaceutical company. Firm believer in the exponential power of teamwork and staff development resulting in minimal staff attrition!

JOHNSON & JOHNSON / EASTMAN KODAK CO., Rochester, NY June’87-Nov.’96

Assistant Controller, Clinical Diagnostics, Dec.’94-Nov.’96

Finance Director, Digital & Applied Imaging, 05/94-12/94

Financial System and Business Analyst, 04/93-04/94

Financial Reporting Director, Clinical Products, 12/90-04/93

Senior Corporate Auditor, 06/87-12/90



Mead Johnson Division, Cost Accounting Supervisor, Evansville, IN

Bristol Labs Division, Senior Financial Analyst, Syracuse, NY

Oversaw supply contracts with emphasis on cost and quality control, inventory accuracy, and contract compliance for this $7 Billion division. Responsible for Bristol Labs’ Oncology and Animal Health Care Division management, operations, and marketing finance support and inventory control. Prepared annual and long range operating plans. Supervised a professional and clerical staff of seven.


Senior Auditor, Clients included manufacturing, service, retail, university, utility, and not-for-profit.


University of Rochester, William E. Simon School of Business.

oMBA, Finance and Organizations & Markets.

State University of New York College at Oswego.

oBS, Accounting and Business Administration, Minor in Economics, Magna Cum Laude (GPA 3.8/4.0).

Certified Public Accountant (CPA), New York State (Active License NYS#050224).

Chartered Global Management Accountant (CGMA) since November 2012.

NYSSCPA Member, AICPA Member

Notary Public, State of Georgia, Commission expires May 2021,rewable

Alcan Aluminum Corporation, Oswego, NY Cost and General Accounting Intern


Includes a variety of ERP/MRP systems and implementations such as Oracle NetSuite, Sage IntAcct, MS Dynamics GP, Comshare, SAP, QuickBooks, JD Edwards, PeopleSoft, Oracle Financials, BPICS, Integral, ADP Payroll/HRIS, ADP Advantage, and Concur Travel & Expense among others.

Proficient in MS Office applications including Excel, Word, and PowerPoint.

Have used various reporting systems and tools such as Adaptive, Report Manager, TM1, and Monarch.


Chinese American Alliance (CAA) Georgia Board Member, non-profit civic organization

Mutual Savings Credit Union past Board Member

National Association of Chinese Americans (NACA) Past President and Board Member

Pope High School Character Education Past Facilitator

Founder (Charlotte Chapter) and Past-President of Financial Executives Networking Group (FENG)

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