Gloria Berghoefer, CPA

805-***-**** admxej@r.postjobfree.com

Summary:

Fourteen years of progressive finance experience specializing in accounting, auditing, tax, budgeting.

Effective team leader, leading to successful completion of projects in deadline driven environments.

Well-organized decision-maker with an analytical approach to researching and problem solving. Experience:

Sunquest Information Systems, Inc October 2013–Present

(Merged with Atlas Medical Software January 2019)

Controller

Lead a team of four to six accounting employees through all aspects of accounting department; invoicing, accounts receivable, accounts payable, payroll, fixed assets, intercompany accounts, general ledger, reporting requirements to parent company.

Created and implemented new templates/reports for budget preparation, budget variance reporting and other ad hoc reports hours for the Company. Previously reports were being done manually. This reduced time and ability to have different models quickly.

Played a key role in financial merger with Sunquest and Atlas. Lead weekly calls with both accounting departments to ensure our processes and data were in alignment. Analyzed and gathered financial data for Atlas to successfully import into Sunquest financial and CRM systems. Acquisition increased revenue from 30 million to 200 million.

When acquired by a publically traded company, reduced monthly closing time from 15 days to 3 days by streamlining accounting processes. Trained employees with new processes to ensure that we bill, recognize, and accrue revenue and expenses. Worked with our operations team to provide project statuses earlier for revenue recognition.

Consolidate monthly financial statements with Australian, Indian, Middle Eastern, and United Kingdom subsidiaries.

Work closely with sales and contract teams when contract up for renewal or issues arise. Analysis of contracts and billing comparison.

Point of contact for internal and international financial audits and tax engagements. No significant write-up or audit adjustments. Green rating for multiple years of internal audit.

Oversee payroll for 500 domestic employees and 20 Australian employees. Previous to my managing of payroll there were significant errors or timely payment to employees. Payroll includes 45 states, expatriates, shadow payroll, and hypothetical taxes.

Prepared quarterly operations package to our parent company. The package includes in depth analysis of forecast to actual, quarter to quarter analysis, and business trends.

Oversaw financial merger of Indian subsidiaries. Reviewed financial statements and journal entries prepared by India subsidiaries.

Managed forty multi-state sales tax jurisdictions and reviewed or prepared sales tax returns. Resolved tax notices with government organizations.

Led three payroll conversions. Trained department managers on new payroll systems and expense policies which reduced inaccuracies of payroll errors and expense reports. CBIZ MHM, LLC February 2007–October 2013

Supervising Senior Accountant

Reviewed and prepared tax returns for high net worth individuals, corporate, partnerships, trusts, and property tax. Developed tax planning strategies for clients

Managed audits, reviews, and compilations for construction, manufacturing, and agricultural clients

Oversaw the integration of a client’s business system with a new accounting system and provided ongoing support.

Temporary replacement controller at large Ventura County Company and its multiple entities while recruiting for a replacement.

Produced internal control write-ups to improve client’s business practices.

Implemented chart of accounts, accounting standards and accounting computer program for U.S. subsidiary medical device company.

Examined data provided by clients and advised of variances and items that appeared unusual for the scope of business. Supervised clients and demonstrated the proper way of accounting for transactions.

Worked as a controller autonomously for startup international manufacturing company. Managed company’s accounts receivable, general ledger, sales forecasting and created daily reports from offshore subsidiary that were reported to CEO and COO.

Tested, documented, and made suggestions to improve internal controls of publicly traded manufacturing company before SOX 404 audit.

Trained and supervised junior staff members on attest, tax, and consulting work.

Conducted research and development tax credit study and analysis. Education:

California Polytechnic State University, San Luis Obispo, California Bachelors of Science in Business Administration – Accounting Certifications:

Certified Public Accountant (California) – License 110950 Technical:

Advanced: Microsoft Office: Excel, Word, PowerPoint, Microsoft Dynamics, Concur Intermediate: QuickBooks, Hyperion, SalesForce, Softrax, SharePoint Novice: Adaptive Insights, NetSuite

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