Accounts Receivable Senior Financial

Karin Marcum 949-***-**** ************@***.*** Pinon Hills, CA

Senior Financial Leader

C-Level Decision-Making Continuous Improvement Process & Policy Development

An accomplished financial executive with 20+ years of proven success in developing, implementing, and monitoring financial and operations strategy across multiple industries and verticals. A diverse business leader who leverages a strong accounting, project management, and operations acumen to align financial and long-term business goals.

Maximizing Profitability & Revenue: Delivered a 15% revenue increase by developing processes, policies, and procedures that helped guide sound financial investments.

Streamlining Operations & Automation: Reviewed and identified areas of opportunity to establish cohesion across the business, developed a department manual, implemented templates, and aligned systems with industry best practices.

Executive-Level Reporting: Established and reported on KPI directly to the senior leadership team; developed dashboards and translated and analyzed data into persuasive reports.

Consulting & Partnership Expertise: Built and maintained productive and trusting relationships at all levels of the organization, including internal/external stakeholders, customers, team members, and the executive team. Implemented Inacct from QuickBooks. Integrated Salesforce with Intacct to achieve a seamless environment for tracking Revenue Recognition.

Professional Experience

Controller Madison Creek Partners 2021 - 2022

Oversee daily accounting department operations, including Account Payable and Accounts Receivable, financial reporting, auditing, and compliance.

Delivered a 20% reduction in A/R collection days and reduced the A/P cycle by 10 days by reviewing and identifying process points that were obsolete and removed from both processes.

Operated with MS Dynamics to cover all functions for the business importing A/P batches, uploading hand checks, and present accurate and timely financial statements.

Generated a 15-day decrease in days for preparation and accuracy of month-end close. By recognizing that many journal entries and preparation of documentation that reflect a reduction in workflow. In addition, initial balance sheet reconciliations in anticipation of final results.

Performed the treasury function, including maintenance and reporting to ensure optimization of company assets.

CFO Cuttwood Vaping 2020 – 2021

Led all finance and accounting functions for an organization and advised on long-term business and financial planning. Established and maintained relationships with key senior leaders, as well as external partners and stakeholders to ensure adherence to policies/procedures and financial success. Successfully aligned the business’s financial objectives with its growth and expansion plan.

Generated a $20K+ monthly savings by identifying, developing, and delivering strategic recommendations to the executive leadership team.

Led the application process for a Payment Protection Loan, which was subsequently forgiven by the SBA.

Assessed and evaluated financial performance of the business regarding long-term operational goals and budgets.

Utilized Acumatica with outside consultant, Klear Systems. Maximized Acumatica for ERP and Financial Reporting.

Drove process automation and increased efficiency by continuously evaluating departments and making recommendations for improvements; maintained proper systems, databases, and financial software.

Interim Controller, Consultant Latitude 36 Foods 1/2019 – 7/2019

Brought into the $250M company to provide daily management of the accounting department. Identified and implemented strategies to streamline operations, as well as led all financial reporting, compliance, and auditing.

Managed all month-end close procedures, including preparing financial statements, examining variances, and performing balance sheet analysis.

Maximized return on financial assets by establishing financial policies, procedures, controls, and reporting systems; ensured adherence and helped guide all financial decision-making.

Increased return while limiting risk by minimizing bank balances and making sound financial decisions.

Provided accurate guidance regarding the company’s financial positions by collecting, interpreting, and reporting complex financial data.

Complied with all Federal, state, and local regulatory requirements by keeping up with current and new legislature.

Controller IMS Health Solutions 2013 – 2017

Oversaw all functional account area, including Account Payable, Accounts Receivable, General Ledger, Payroll, Purchasing, and T&E. Supported the HR department with employee benefits administration and personnel requirements. Provided financial analysis and transformed data into persuasive presentations for the executive leadership team.

Recruited, trained, and developed a high-performing financial team; coached team members to achieve individual, team, and business goals.

Drove the system conversion and implementation of Intacct and migrated data to a cloud-based ERP system. Intacct was then successfully integrated with SalesForce to create a seamless CRM and ERP system. Uploaded all templates, created a chart of accounts and designed Financial Statement formats.

Developed detailed financial and operational data that included KPIs, KFPs, cash flow, financial ratios, and dashboards; created budgeting and forecasting models that analyzed revenue and specific contracts by product line.

Used Revenue Recognition using AS606 guidelines.

Controller Netlist Inc. 2009 – 2011

Played a key role in bringing the company public in 2009 by guiding financial decision-making and creating and enforcing processes, policies, and procedures prior to the public offering. Led the daily operations of the accounting department for the $250M company.

Improved and maintained compliance by implementing a Sarbanes-Oxley (SOX) program companywide; collaborated with external auditors to provide necessary information.

Enabled inventory monitoring world-wide by developing and implementing an inventory program that leveraged MAS 200 to follow individual SKUs and tracked inventory for warranty and obsolescent reserves.

Generated a 15% revenue increase by establishing and adhering to policies, as well as guided financial decisions.

Additional Career Success

Held a tenured consulting career, providing project management expertise to several industry-leading organizations, including Sage & Associates, Kingsman, and Shimano USA. Additionally, served as an Advisor for the American Family Life Assurance Company (2011 – 2013). Taking Netlist Public and implementing a SOX program. Several software conversions.

Education & Certification

University of Redlands

Bachelor of Science in Business Administration

Keller School of Management

Advanced Accounting Course Work Completed

Lead Facilitator AS9000 & ISO Auditor Series 6 & 63 Securities License

Certified Management Accountant (CMA) (in progress)

Affiliations

Institute of Management Accountants (IMA), Member Society of Human Resource Managers (SHRM), Member

Technology & Training

MS Office Suite (Excel – Advanced) MS Dynamics SAP MAS 90/200 JD Edwards Intact

ADP Workforce Now Crystal Reports Concur Salesforce Acumatica QuickBooks ProAdvisor

Core Strengths

Financial Management

Complex Accounting

Strategic Planning

Budgetary Oversight

Financial Planning (FP&A)

Human Resources Support

Month-End Close

GAAP Adherence

Regulatory Compliance

Data Analysis & Reporting

Executive Decision-Making

Business Development

Consulting Practices

Customer Relationships

Fixed Assets

Payroll Administration

Contact this candidate