Process Improvement Accounting Manager
Resume:
Gregory Bole, CPA
Frisco, TX ***35
******@*****.***
LinkedIn: https://www.linkedin.com/in/gregory-bole-cpa-b9637366/
Professional License and Organizations:
Texas Society of CPAs
Education:
University of Texas of the Permian Basin, Odessa, TX
Degree: BBA with a major in Accountancy
Institution GPA: 3.62 Graduated 12/2008
Work Experience:
FB Society (Front Burner Society) 03/2023 12/2023
Director of Accounting
Direct workflows and activities of 11 direct reports (7 GL and 4 AP).
Oversee all functions of General Ledger accounting processes.
Lead the company-wide rollout of ASC 842 adoption.
Ongoing review, improvement, and monitoring of controls around monthly processes.
Led initiative to prepare YTD financial reporting packages for a BU that had not had them prepared during operating years ended 2021 and 2022 (no financials prepared and no reconciliations performed during this time).
Panzura (Team Laid Off) 05/2022 02/2023
Senior Accounting Manager
Prepare/Review monthly/weekly financial packages and maintain dept covenants, reporting directly to the CFO.
Manage the weekly/monthly activities of 5 direct reports.
Oversee all functions of accounting processes including General Ledger, Revenue Recognition AR, and AP.
Provide guidance on technical accounting subject matters regarding revenue recognition (ASC 606) 3rd party SaaS arrangements, leases, fixed assets, intangible assets (ASC 350/60 and ASC 842).
Led the company-wide rollout of Oracle NetSuite (replacing QuickBooks), including connection of satellite platforms.
Work directly with the Finance team to build efficiencies and controls around accurate financial reporting for our Annual Recurring Revenue (ARR) model.
Ad Hoc Reporting and Analysis.
Provide Finance consulting to Sales team for building financial models (Revenue and Pricing).
McKesson 06/2020 05/2022
Accounting Manager – Fixed Assets
Manage the weekly/monthly activities of 2 direct reports locally and 4 virtually.
Oversee entire fixed asset accounting process for multiple business units.
Support accounting functions to centralize accounting for multiple business units.
Review monthly reporting packages before distribution to BU leadership teams.
Provide guidance on technical accounting subject matters regarding fixed assets (3rd party SaaS arrangements, leases and leasehold improvements ASC 350/60 and ASC 842).
Essilor of America (Furloughed during Pandemic) 09/2016 05/2020
Accounting Analyst/GL Accounting Manager
Manage the weekly/monthly activities of 4 direct reports.
Adoption of IFRS 16 (ASC842) for financial reporting for leases, including research, planning and discovery, implementation, and education.
Adoption of IFRS 15 (ASC606) for sales returns (revenue recognition), including research, planning and discovery, implementation, and education.
General ledger accounting for acquisitions and divestitures (research and application of IFRS 3 and IFRS10/ ASC 805)
Business analysis and full-cycle accounting for strategic business units, including oversight of business functions (A/R & A/P).
Preparation and analysis of company-wide statement of Cash Flows (several business units and consolidated).
Preparation of monthly financial reporting packages for strategic business units.
Ad hoc reporting and special projects primarily focused on transparency and process improvements.
Trinity Rail Inc. (a subsidiary of Trinity Industries), Dallas, TX 07/2013 07/2016
Senior Leasing Accountant/Cost Accountant/Fixed Asset Accountant
Oversight of capital expenditure and fixed asset process for reporting and forecasting (worked closely with operations and forecasting groups) for multiple companies/subsidiaries.
Reviewed capital projects ACEs for authorization and accuracy (reviewed and recalculated ROI, ROC, and Payback for investment/expansion).
Research asset types and accounting treatment (capital vs. expense).
Coordinate with fixed asset plant managers to ensure new ACEs and capital spending adhere to corporate capex policies.
Assist plant managers with treatment of sale/disposition of fixed assets (including sales between subsidiary companies in U.S. and Mexico).
Prepare monthly report for capital spending projections/forecast and budget vs. actual analysis.
Prepare monthly reports for manufacturing operating results, including revenue and MRO spending and analysis.
Conduct annual fixed asset count and walkthrough.
Prepare package for and guide monthly business leader meeting (for VP of Operations and managers) for discussion of operating results and projections.
Medical Express, PSI (a subsidiary of Ossur North America), Austin, TX 03/2011 07/2013
Assistant Controller
Prepare and roll depreciation and amortization schedules for fixed assets, prepaid expenses, and long-term debt.
Reconcile balance sheet accounts and prepare journal entries for month end closings.
Prepare bank reconciliations and monitor cash flows daily.
Prepare cash flow trending and analysis worksheet to report to the CFO.
Prepare expense accruals monthly.
Breakout G&A expenses for preparation of monthly P&Ls for several locations.
Enter bills for monthly expenses into the GL.
Perform weekly check runs.
Johnson, Miller & Co. (Public Audit), Odessa, TX 12/2008 02/2011
Auditor
Performed financial audits that resulted in improved controls and operating efficiencies.
Conducted tests of controls and performed analytical procedures.
Tested asset account balances such as fixed assets, cash, inventory WIP, A/R, and A/P.
Generated reports based on audit findings.
Created cash account reconciliations.
Worked with clients to gather information, solved discrepancies, and proposed correcting journal entries.
Prepare individual, business, and non profit returns.
Prepare compilations.
Work closely with clients to prepare trial balances and gather information.
Operating Systems Experience:
Oracle NetSuite (One World)
Oracle R12
R365
SAP
Essbase
Share Point
MS Teams
GL Wand
Hyperion
Business Intelligence (BI)
Blackline
Trintech
Citrix
Concur
BillPay.com
Hubspot
MS Navision
QuickBooks
Caseware
Compass
Microsoft Office Suite – including Excel (advanced functions such as V and H lookups SumifSs, nested functions, logical statements, and pivot tables), Word, Outlook, PowerPoint, and Access.
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