Financial Controller

Career Profile

Accomplished Business Manager with over 15 years of experience in corporate finance. Proven expertise in budgeting, forecasting, cost analysis and implementing efficient operations and cost-effective systems to meet current and future organizational needs. Adept at managing all aspects of financial operations, with a strong track record in leading finance departments, ensuring compliance, and driving strategy.

Experience

The IQ Business Group, Inc. Board of Directors September 2017 – July 2023

The IQ Business Group, Inc. Financial Controller January 2010 - Present

Lead the finance function, overseeing a team of finance professionals. Conducting reviews and recommending continuing professional development both internally and externally.

Provide strategic financial advice, conducting reviews, and recommending professional development initiatives

Assist division managers with budget development, project costing and forecasts

Prepare company budgets, forecasts, cash flows, and financial board packets.

Maintenance of financial ledgers and accounting processes, preparation of monthly P&L and Balance Sheet as well as the financial board packet.

Review and approve company contracts and agreements

Conduct financial modeling and analysis.

Oversee cash management, treasury duties and payroll processes.

Ensuring the appropriate systems and internal controls are implemented and maintained.

Oversee HR functions including benefit renewal and structure. Implemented an onboarding process in a virtual environment.

Oversee all financial and project/contract accounting; ensure that expenditures are consistently aligned with project budgets throughout the contract period; collate financial reporting materials for government and corporate contracts.

Coordinate all Audit activity.

Ensure DCAA compliance on government funded projects.

Evaluate all software upgrades along with new features for integration with financial software. Development of standard reports for project managers, staff managers and finance.

The IQ Business Group, Inc. Finance Manager October 2005 – December 2009

Established accounting procedures and controls for the Finance Department

Manage Project Accounting – including set up and maintenance of internal and external projects, budgeting and reporting in Great Plains Dynamics.

Verify processing of vendor invoices and client invoices in Great Plains Dynamics.

Coordinate month end close, including reconciling all sub ledgers to the general ledger and preparation of the trail balance schedule.

Reconcile intercompany accounts with Australia and South Africa per transfer price agreements.

Prepare financial analysis reports using Excel, XL Reporter and FRx from company level to the project level.

Coordinate annual audit with external auditors.

UC Surgeons Inc. Business Manager/Grant Manager August 2001 – August 2005

Department of Surgery, University of Cincinnati

Reviewed all grant and contract proposals for the Department of Surgery for Compliance with sponsor and university requirements.

Managed post award functions, including cost compliance for the sponsor and the university.

Conducted monthly reconciliation and close of the general ledger.

Provided financial projections and developed long-term strategies for maximizing earnings.

Managed all of the department’s budget planning, analysis, and financial reporting of non-grant, grant and departmental funds, which included endowments, gifts and designated funds.

Education

University of Cincinnati - Cincinnati, Ohio 2000 – 2003

MBA Program - Accounting

Miami University - Oxford, Ohio 1993

Bachelor of Arts

Skills

Financial Software: Expertise in QuickBooks Desktop and Online, Great Plains Dynamics, BigTime Project Software, Platinum Software, Solomon Project Accounting, and FRx.re

Technical Skills: Advanced Excel (formulas, functions, pivot tables), Word (mail merge), Office 365 (Word, PowerPoint, SharePoint).

Leadership: Strong ethical standards, full disclosure, and a clean financial history.

Project Management: Accountable for performance, adept at managing multiple tasks and ensuring timely, high-quality deliverables.

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