Joseph S. Todd

* ***** ***** ****: 781-***-****

Foxboro, MA 02035 Email: ad2aa9@r.postjobfree.com

EXECUTIVE SUMMARY

Detail-oriented Accounting/Finance Professional with over 20 years of experience, the last 9+ years as controller in the VC backed environment focused on executive and board level reporting, establishing corporate accounting policies and procedures, budgeting, cash flow modeling and analysis, cost controlling methods, annual audit, payroll and HR related matters. Expertise includes the following:

Monthly and Year End Closing – Budgeting and Forecasting – Financial Statement Preparation and Analysis – Cash Management and Forecasting - Executive and Board Level Reporting – Corporate Banking – Insurance – HR (Including Payroll) – IT – Accounting Policies and Procedures – Annual Audit – A/P, A/R and Vendor Credit Management

EXPERIENCE

CliftonLarsonAllen (Lexington, MA) 2021 - Present

Leading provider of consulting financial services

Controller

• Work on consulting basis in a variety of industries in all facets of finance/accounting

• Manage finance team to ensure all tasks and responsibilities are completed per the SOW

• Coordinate invoicing, collections and revenue recognition

• Reconcile cash balances monthly and produce cash flow reporting/analysis

• Review balance sheet reconciliations for accuracy and any discrepancies

• Run weekly/biweekly client payrolls and post all transactions to GL

• Manage payment of vendor invoices in accordance with terms and cash availability

• Perform month end close within established guidelines and ensure accurate reporting

• Designated lead contact for all clients’ annual audits

• Compile monthly financial package for client and board review

• Provide weekly status updates and in-depth review of company’s financial function Formetrix, Inc. (Mansfield, MA) 2019 - 2020

Advanced materials company specializing in 3D-printable steel alloys Controller

• Report directly to the CEO

• Prepare financial strategy documents in collaboration with CEO and board

• Oversee accounts payable/receivable, inventory, payroll, IT and HR

• Collaborate with external auditors effectively, reducing auditing period length while ensuring absence of discrepancies

• Develop new vendor relationships

• In conjunction with CEO prepare annual budget

• Prepare monthly/quarterly/annual cash projections based on company operations The NanoSteel Company, Inc. (Providence, RI) 2011 - 2019 Leading developer of sheet steel for use in the automobile manufacturing industry Controller

• Reported directly to the CFO

• Responsible for the monthly and year end close process

• Presented monthly financial package for senior management and board review

• Actively contributed to divisional spin off

• Collaborated with executive team on licensing agreement

• Prepared monthly cash forecast of the company’s main operating account

• Led annual audit with outside auditing firm

• Managed all AP, AR, Credit and Cash Applications, Payroll & HR

• Built relationships with the company banking and insurance partners LP Innovations, Inc. (Milford, MA) 2003 - 2011

Nation’s leading provider of outsourced, comprehensive loss prevention programs to the retail industry Accounting Manager

• Reported directly to CFO

• Managed a staff of four

• Executed month and year end close procedures for executive and board level reporting

• Improved operational and accounting policies reducing monthly close to five days

• Worked directly with outside audit firms and banks Thomson Financial (Boston, MA) 1996 - 2003

Leading integrated information solutions provider to business and professional customers Senior Accountant

• Daily cash application of all receivables including supervision of two junior accountants

• Worked directly with divisional CFO on all collections issues

• Prepared and entered all recurring journal entries related to the division

• Reviewed monthly divisional financial statements for senior level executives

• Assisted with month end close procedure

SKILLS & INTERESTS

• Great Plains, PeopleSoft, QuickBooks, QuickBooks Online & FloQast accounting systems

• MS Office Suite

• Certified IAABO Basketball Referee

• FENG Member, 2011-Present

• CFO Leadership Council Member, 2019-Present

EDUCATION

UNIVERSITY OF SOUTH CAROLINA (Columbia, SC)

• Bachelor of Science in Business Administration

• Three (3) Year Letterman, Gamecocks Football

Contact this candidate