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Controller/CFO

Location:
Fort Myers, FL
Salary:
145K
Posted:
January 04, 2024

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Resume:

…continued…

Bobby Egan

• ad2fw0@r.postjobfree.com •

Controller/CFO

Meticulous, analytical professional with 15+ years’ experience in overseeing complex accounting operations in compliance with accounting standards / GAAP to ensure transparency of financial data. Adept at generating and analysing financial reports and conducting account reconciliations to perform accounts payable

/receivable functions and drive month-close processes. An attentive leader with proven capacity to train and develop team members in driving accounting functions in line with business objectives. Skilled in implementing state-of-the-art financial controls, systems, policies, and processes and diagnosing and resolving critical accounting errors at initial stage. Proven expertise in:

• Financial Reporting and Analysis

• Cash Flow Forecasting and Budgeting

• Financial Process / System Improvement

• Regulatory and Corporate Compliance

• Team Building and Leadership

• Budgets and Forecasts

• Bank and Accounts Reconciliation

• ERP Implementations

• Cross-cultural Client Communication

• Excellent Negotiation Skills

PROFESSIONAL EXPERIENCE

Eduporium LLC, Newton Ma CFO – Remote in Florida 2019 to present. Prepare, reconcile, and submit all financial information (BS and P&L) to CEO and board members to support strategic decision making. Oversee all aspects of finance department, including outside audit, grants inventory control, payroll, commissions, and Paylocity. Administer day-to-day accounting activities while using NetSuite with maximum proficiency in collaboration with team members. Perform balance sheet reconciliation using Xero accounting software to identify and eradicate discrepancies / inefficiencies through keen attention to detail. Verify NetSuite information to legacy system during implementation of NetSuite. Key Contributions:

Currently the hands-on CFO manages all aspects of accounting and finance from payroll to financial and projected budgets to shareholders and investors.

Supervised and coached team members, evaluated team performance, assessed training needs, and conducted training sessions to improve productivity.

Manage the full financial process in Xero/Odoo, implementation from Xero to Odoo, Budgets and financials for shareholders.

MatTek Corporation Ashland, Ma Controller/Treasurer 2016 – 2019

Directed the successful NetSuite implementation from MYOB.COGS and BOM’s to drive maximum efficiency and automation.

Revitalized accounting procedures in NetSuite by monitoring ongoing progress, identifying areas of improvement, and recommending change management initiatives.

Supervised and coached team members, evaluated team performance, assessed training needs, and conducted training sessions to improve productivity. Vision Government Solutions, Inc., Northborough

Controller, 2014 to 2016

Bobby Egan • Page 2

Managed a wide range of accounting activities, including month/year-end close processes, revenue recognition, job costing projects, and internal and external audits. Prepared and maintained AP/AR/PR/ JE by using MD Solomon in accordance with internal accounting standards. Compared contracts to reoccurring maintenance agreements. Created and analyzed month-end TB, BS, and PL while utilizing Microsoft Excel to track and monitor financial transaction.

Key Contributions:

Overhauled accounting and financial processes by performing detailed analysis, determining low performing areas, and driving corrective action plans.

Performed journal entries in NetSuite/Solomon MDSL and BS reconciliations while ensuring maximum accuracy and integrity of financial data.

Developed and managed budget, analyzed variance reports, and devised effective plans to minimize budget deviations.

rEVO Biologics, Inc., Framingham, MA

Manager of Accounting Operations, 2010 to 2013

Executed process of implementing Concur T&E Expense for aggregate spend calculation. Managed implementation of Nolan fixed asset from FAS100, BS accounts, and close processes. Oversaw AP Clerk, reviewed PO request, processed all FA, and reviewed/audited sales tax. Implementation for 2200 fixed assets utilizing Nolan for NetSuite

Key Contributions:

Optimized accounting operations by scheduling work assignments, setting goals / priorities, delegating tasks to colleagues, and directing work of subordinate employees.

Standardized the processes of Concur implementation by redesigning month/year-end close process. EDUCATION

Business Administration - Studied Accounting/Operations Management Northeastern University

TECHNICAL SKILLS

NetSuite, Nolan FA, Peachtree, Great Plains, Equity Edge, Solomon, AccPac, Oracle, Timeslips, Microsoft Office Suite (Excel, Word, Outlook, Power Point) MAS90, QuickBooks, ADP, FAS100, Concur T&E, Paylocity, Xero, Odoo, Magento



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