Staff Accountant Chief Financial

Ben Thomas

***********************@*****.*** • 816-***-****

LinkedIn • Overland Park, KS 6621

Chief Financial Officer (CFO) Profile

Accomplished and highly numerate professional with 10 years of experience spearheading end-to-end management of organization-wide financial functions across fast-paced, highly regulated environments.

Proven success overseeing and streamlining financial operations, cost and budget management, auditing, and forecasting, while ensuring optimum usage of (Financial Planning and Analysis) FP&A platforms. Demonstrated expertise monitoring and reconciling all accounts, integrating internal controls, producing monthly forecast reports, and month-end and yearly closings from inception to completion. Well-versed in developing and accurately documenting complex financial data along with meeting and exceeding set goals through close collaboration with all levels of executive management. Talented team leader with strong communication skills and an analytical and problem-solving aptitude. Bringing outstanding coaching and interpersonal skills to inspire as well as organizational capabilities to developing KPI and influencing strategic business decisions.

Areas of Expertise

Financial Management & Administration

Strategic Planning & Execution

Budgeting & Cost Control

Financial Documentation & Reporting

Variance Analysis & Forecasting

Cash & Treasury Management

Team Development & Leadership

Cross-functional Collaboration

Stakeholder Engagement

Career Experience

Corporate Controller 2019 – Present

Staff Accountant 2013 – 2019

Accounting Clerk 2012 – 2013

The Lead Group – Leawood, KS

Steer management of overall financial functions across complete statement cycle valued at $60M in gross sales, month-end, and yearly closing from initiation to completion. Demonstrate information related to forecasted annual profit and loss statement for current year by producing monthly forecast reports. Administer control over cash and treasury management activities with key focus on capital retention and distribution. Address all financial queries and resolve complex issues in a timely and efficient manner by serving as an internal and external point of contact. Perform various key task such as development and comprehensive review of payroll processes on recurring basis. Influence stakeholder decisions, while ensuring timeliness and accuracy through monthly reporting and financial data management.

Streamlined company-wide cost management procedures and maintained departmental budgets on recurring basis through development and efficient management of variable budget allocation processes as well as optimal utilization of FP&A platform.

Oversaw and maintained complete accuracy of statements across 18 LLC’s by executing statement audit and reconciliation processes.

Played an integral role in creation of margin goals and budgets by partnering with executive management, including COO, CEO, and President.

Trained and directed staff accountant to enhance professional development and growth.

Slashed costs by 30% and drove synergies to ensure accomplishment of allocated tasks with 2 personnel instead of 3.

Portfolio Administrator 2011 – 2012

State Street Corporation – Kansas City, MO

Upheld concurrent responsibility for consistent tracking and verification of securities functions for insurance accounts. Led reconciliation of custody activities in adherence to bank processes. Compiled and accurately processed trade information. Established and maintained effective communication with internal and external clients on daily basis. Addressed broker, bank, and third-party queries as well as resolved complex issues.

Accelerated transaction flow in and out of investment bank accounts by consistently monitoring trade transfers.

Additional Experience

Managing Director and Lead Instructor, Kids 2 Leaders Martial Arts Education Center – Bolivar, MO

Managed several financial functions, including customer account collection, accounts payable and liability account management, and third-party credit card processing. Led Payment Entry and Nightly QuickBooks updates and monthly reconciliation of cash accounts. Coordinated budgeting activities, conducted comprehensive financial analysis, maintained capital asset purchases and inventory control, and marketed new students and financial agreements.

Education & Credentials

Master of Business Administration in Finance/Management

University of Missouri – Kansas City, MO

Bachelor of Arts in Biblical Studies

Southwest Baptist University – Bolivar, MO

Volunteer Experience

Treasurer, Blue Valley Hilltop PTA (2020 – 2022)

Performed various key tasks such as cash management and reconciliation, monthly statement preparation, and annual budget and monthly PTA meetings supervision.

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