Carrie Van Balen

512-***-**** • ad3gke@r.postjobfree.com

Seasoned Financial Controller With Over 10 Years Executive Experience Specializing in GL Management and Financial Analysis

PROFESSIONAL PROFILE

Progressive finance and accounting professional with proven ability to readily adapt to the demands of fast-paced and intricate business environments. Meets or exceeds deadlines for month-end close, financial statement preparation, analysis, forecasts, and budgets, board of directors communications, and preparation of internal & external audit deliverables. Record of successful, creative, and team-oriented supervision of diverse accounting staff. Committed to USSGL, GAAP, GAAS, IFRS, UGMS, Uniform Guidance, and SOX standards and adherence. Maximizes limited resources while promoting transparency and interdepartmental cooperation to achieve company goals.

Specialties: Accomplished in G/L management, fund, and project job cost accounting, inventory control, and financial budgeting, forecasting, and analysis. CMA coursework completed. Expertise in Microsoft Office, Power BI, Kronos, ADP, Paycom, Salesforce, Syteline, Intacct, QuickBooks Enterprise & POS, MBS – Great Plains, Sage, Timberline, Oracle ERP NetSuite/OpenAir, and SAP. Outstanding written and verbal communication skills, liaises with executives and key decision makers to align goals and establish priorities.

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EMPLOYMENT HISTORY

Director of Finance, HCM Strategists, LLC, Austin, Texas, 03/19–12/2023

Lead financial operations team in a remote environment for a robust professional services organization. Worked closely with owners, staff members, client-facing teams, and clients via virtual meetings, shared drives, and white boards. Developed revenue and expense forecasting and analysis models, engaged in contract negotiation and oversight, provided real-time financial performance monitoring, and managed project budgets including variance reporting and analysis.

Achievements:

● Directed integration of Oracle Netsuite platform to develop project budgets, analysis tools, and manage resources.

● Managed the team through two accounting software program transitions and oversaw staff software training.

● Proactively expanded responsibilities following changes in enterprise business model and executive team.

● Coached and developed finance department through changes in company business model. Maintained continuous talent and resource optimization.

● Initiated A/R tracking and collection procedures, clearing overdue accounts and reduced DSO to 38 days.

● Designed and implemented contract templates and tracking process.

● Developed finance and accounting KPIs to track performance and drive organizational goals.

● Created an annual company budget and system to measure and analyze variances.

● Designed a comprehensive cash forecast and analysis model.

Director of Finance & Accounting, Non-Profit Legal Services Center, Austin, Texas, 02/16–09/18

Hands-on finance decision-maker, directing & developing teams to support finance, planning, budgeting, human resources, procurement, and administration. Managed in-house payroll, monthly and year-end closings, and financial statements. Established a set of KPI measurements to evaluate progress toward meeting organizational goals. Presented quarterly and annual financial statements to the board of directors, including comparative financial analysis reports reflecting changes in grant and administrative spending, with recommendations for process refinements, cost control, and staff incentives.

Achievements:

● Developed and implemented internal controls in compliance with all applicable laws and regulations, including US-GAAP, FASB, UGMS, and OMB standards.

● Led talent acquisition process, coached and developed teams through changing management, and maintained continuous talent and resource optimization.

● Managed revenue forecasting and analysis for over 20 funding streams by developing reliable projection models.

● Prepared reports required by outside audit teams, regulatory agencies, grant compliance, and tax filings.

Consulting CFO, Hirebetter, Austin, Texas, 07/13 – 02/16

Supervised accounting teams and produced monthly and year-end financial statements. Analyzed trends, COGS, and budget variances and processed in-house payroll. Managed an accounting team engaged in analyzing, evaluating, restructuring, and streamlining existing accounting processes and procedures for electronics manufacturing and services companies using Syteline accounting system and SalesForce CRM. Initiated processes to meet or exceed goals and deadlines.

Achievements:

● Led the accounting department in reconciling and closing the books on a Syteline system for the previous 12 years.

● Completed the reconciliation and integration of a $22M subsidiary acquisition on Intacct software.

● Implemented GAAP revenue recognition adherence and supervised the submission of a consolidation package to international ownership groups and outside auditors.

● Coordinated transition of accounting period from calendar to fiscal basis and completed successful outside audits.

Controller, Bertelsmann, Inc. /Arvato Digital Services, Round Rock, Texas, 02/11–07/14

Led the accounting department of an international computer customization and manufacturing firm throughout a multinational corporate acquisition. Maintained GAAP adherence, supervised all accounting activities, performed period closings and project job cost analysis for operations for both companies.

Achievements:

● Created a set of books for a new company in NetSuite to run parallel with SAP during 12-month integration.

● Conducted job cost analysis and audit activities, initiated and implemented inventory control process, and coordinated with Procurement Manager to reduce material and service costs by an average of 7%.

● Streamlined monthly accounting procedures to reduce the month-end closing schedule from 15 to 3 days.

Accounting Manager, 03/06 – 12/10, Work Services Corporation, San Angelo, TX

Executed accounting processes, financial analysis, and supervisory functions, including accounts receivable and payable, in-house payroll, budgeting, variance tracking, and enterprise resource planning for a non-profit organization.

Achievements:

● Maintained contractual adherence, periodic reconciliation, and reporting for US. Air Force projects.

● Implemented cost analysis procedures and negotiated volume discounts resulting in a 10% reduction in overhead costs.

● Worked closely with HR Director to maintain union CBA compliance.

EDUCATION

B.S., Managerial Accounting, New York Institute of Technology, Cum Laude, GPA 3.8.

Financial Analysis Specialization Certificate, University of Illinois at Urbana-Champaign, GPA 3.9

M.S. Managerial Accounting, Syracuse University, 24/33 Hrs. Complete, GPA 3.75

PROFESSIONAL ORGANIZATIONS

Institute of Management Accountants, Association of Accountants and Financial Professionals in Business,

National Society for Accountants, Association for Tax and Accounting Professionals,

Association of Professional Business & Management Analysts

Additional work history and references are available upon request.

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