Nicholas Lee, CPA

Suwanee, GA *****

205-***-****

ad27oa@r.postjobfree.com

HIGHLIGHT OF QUALIFICATIONS

Proven leadership and management skills

Strong organizational and communication skills

Proven techniques to reduce cost and improve operational efficiency

Able to plan, organize, and complete project assignments on time WORK EXPERIENCE

Consultant Industry: 2022 -Present

Electric component distributor - (NetSuite ERP platform) as interim CFO E-commerce distributor - (NetSuite ERP platform) as interim Controller

ASC 606 and ASC 842

Controller: Day to Day responsibilities

Made recommendations to senior management team for strategic business planning

Understood importing process, tariff, anti-dumping, countervailing duty

Consolidated multi-profit centers and multi-entities financial statements

Maintained and built new banking relationship to maintain LOC

Developed multi-year budgets and financial forecast

Coordinated with external auditor for yearend audit and tax planning

Prepared multi-entities financials with intercompany transactions

Worked with management in areas of acquisition new partners

Prepared tax filings and annual Ad Valorem (personal property) taxation

Created WIP product flows to tie to monthly reconciliation

Conducted bank reconciliation and monthly journal entries to the general ledger

Maintained a working knowledge of federal, state, and local taxes

Experienced with sale and use taxes audit

Evaluated and implemented internal control procedures

Worked with external auditor to complete annual audit and to ensure compliance with GAAP and FASB

Worked closely with external auditor during the preparation of the annual state and federal tax returns

Closed out monthly financial within 5 - 8 days

Led an operation team of 30+ employees with 6 managers

Worked with warehouse managers to repair of pneumatic and hydraulic equipment

Assisted in designing and improving production flow projects

Acted as a facilitator for the Continuous Process of Improvement Program

Evaluated and wrote work instructions and standards operation procedures

Redesigned production floor layout to improve efficiency & working space

Monitored and administered ISO 9000 & QS 9000

Conducted weekly and monthly audits in all departments for ISO 9000 and QS9000

Knowledgeable with Sarbanes-Oxley

Reviewed and approved warranty claims submitted by staff through Corrective Action

Worked in a union environment with manufacturing operation

Worked with IE to develop standard costs and overhead analysis

Redesigned warehouse layout to optimize orders fulfilment time

Simplified Landed Cost for inventory valuation

Implemented three ERP conversions

Managed 13 week- cash flows with staff

Worked with various payroll vendors – ADP, Paychex, and Paylocity

Implemented inventory controls techniques

HISTORICAL WORK EXPERIENCE

CFS Corporation (NetSuite ERP Platform) - Controller/Operation Manager 2007 - 2021 McCalla Holdings, LLC - Controller (Construction) 2005- 2007 Rock Wool Manufacturing - Controller 2001 - 2005

Citation Corporation - QC/ Processing Improvement Supervisor 1997 - 2000 Cintas Corporation – Department Manager 1994 - 1997 EDUCATION, TRAINING & CERTIFICATION

Front Line Leadership Accountable Leaders

Meticulous Hiring Certification TQM Certification – Kaizen

Managing Employee Performance

ERP: QuickBooks AS400 Macola NetSuite (8+ years)

Boomi Magento Self-Proprietary ERP

Certified Public Accountant February 1999 Alabama certificate number: 8227 University of Alabama: Graduate courses: IE 1998 – 1999 University of Alabama in Huntsville: BS: Accounting 1991 - 1993 Other Experiences

Understood IRS Forms 1040,1041, 1065, and 1120

Used various tax planning strategies:

• 1031 Exchange

• Section 1256 tax treatment

• Created and invested within the 401K as a tax deferral strategy Nicholas Lee ad27oa@r.postjobfree.com 205-***-****

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