Financial Analyst Senior

Thomas P. O’Neill, CPA

Niles, IL ***** 847-***-**** ************@*****.***

http://www.linkedin.com/in/tomoneill99

Finance Executive / Controller / Accounting Director

Accounting and Finance professional specializing in improving business operations and financial performance. Strong project management skills, incorporating efficiencies through streamlining procedures. A hands-on manager with a high level of integrity and effective interpersonal assets

Expertise

U.S. GAAP and IFRS

Inventory Standard Costing

Financial Audit Preparation

Budgeting & Forecasting

Balance Sheet Analysis

ERP Implementation

International Accounting

Expert Excel User

Financial Closes & Reporting

PROJECT EXPERIENCE: 2018-2025

Light Efficient Design (LED) 2024-2025

Controller

Industry leader in high-quality LED retrofit products and an innovator in lighting solutions

Directed the entire monthly closing process of the company working with two clerical staff (A/R and A/P) and reporting to the Director of Finance.

Monthly closings for the company on Syspro ERP including updates of the annual forecasted P&L package.

P&L and balance sheet analysis with resultant entries to prepare for and work with 2024 year-end auditors.

RedShelf 2024

Finance & Accounting Consultant

Pioneer in the field of digital transformation of college course materials and first day access programs

Documented procedures for the entire monthly closing process of the company as handled by the Controller and two staff accountants.

Monthly closings for the company on NetSuite including updates of the annual forecasted P&L package.

P&L and balance sheet analysis with resultant entries to prepare for and work with 2023 year-end auditors.

Quickset Defense Technologies LLC 2023

Interim Controller

Designer and producer of high-quality long-distance cameras, positioners, scalable physical security and process monitoring solutions

Established accounting workflows and procedures for the financial function of a $50 million carve-out purchased in late 2002 from a $1B company

Monthly closings for the company on Infor Visual ERP including final purchase accounting for the acquisition.

P&L and balance sheet analysis with resultant entries to prepare for and work with 2022 year-end auditors.

David Lewis Company (DLC)

Finance & Accounting Consultant 2019-2023

Alera Group 2021-2023

Rapidly growing insurance brokerage over $1B in billings

oMonthly closings for 4-6 agencies (of 100 or so company-wide) that had migrated to NetSuite, along with variance explanations for senior management; worked with team members to upload non-NetSuite agency data to G/L each monthly close

oConverted 6-8 agencies not migrated to NetSuite from a cash to accrual basis for audit procedures post-merger in Q3 of 2021, and again for the YE audit of 2021

oDownloaded Paylocity information for 6,000 employees and manipulated through Excel to produce general ledger entries to record expense and accruals

oMaintained Fixed Assets for entire company on NetSuite and recorded depreciation

Kindeva Drug Delivery 2021

Former 3M CDMO specializing in drug delivery for pharma & biotech customers

oRecorded monthly entries for revenue and cost of goods sold via SAP COPA reports and matched to corporate cash settlement statement

oCalculated inventory adjustments for labor and overhead absorption, along with recording of scrap and inventory reserve for monthly closings

oTested inventory and GL modules part of company-wide implementation of Microsoft Dynamics 365

Takeda Pharmaceuticals 2019-2020

Global Manufacturing & Supply division of $20B multinational pharmaceutical and biopharmaceutical company

oAided in the upgrade to SAP as part of the “Business Process Redesign” for the former Millennium Pharmaceuticals

oInvoiced intercompany sales/purchases at modified weighted-average standard cost- and cost-plus transfer pricing between Takeda entities, and also journaled similar transfers between warehouses in the same company; in turn, then reported on EU related sales/transfers for VAT filing purposes

oWorked with received goods that have not been matched to invoices yet in order to clear the liability account and move invoices to payment status

Thomas O’Neill Financial Consulting 2018

SALO, LLC (for an insurance and financial services firm (Alera Group)) (Netsuite) - Financial Consultant; OMI Industries (manufacturer and distributor of odor removal products) (Netsuite) - Interim Accounting Manager; Processing Resources, Inc.(manufacturer and distributor of high-end food processing equipment) (QB) - Interim Controller; SOLA Brands (trade magazine publisher) (QB) - Financial Consultant

PROFESSIONAL EXPERIENCE PRIOR TO PROJECT EXPERIENCE:

Thermal Care, Inc 2013-2018

Controller

Manufacturer of Industrial Chillers

Executed the monthly close for a $50MM manufacturing subsidiary of a closely held parent company including complete preparation of the monthly and annual reporting packages for management. Prepared month-end journal entries, reconciliations, ensured compliance with GAAP, reviewed trial balance and provided corporate finance and the brand president with information needed for operational reporting

Improved close duration from nine to five business days

Reviewed the work of operations to ensure the accuracy of job costing data and perpetual inventory records at standard cost, analysis of significant job costing variances including implementing measures to prevent future variances, designed and adopted internal cost controls and managed the operation of the accounting portion of the ERP system; ensured compliance with inventory standards

Oversaw and directed the annual planning process with operational departments at Thermal Care and with corporate finance staff at parent company

Guided operational staff through sales tax compliance in 20 states and worked with sales tax auditors from those jurisdictions to minimize any issues

Supervised a senior cost accountant and two clerical staff in billing processes for equipment and parts and collections

ePals Media, formerly Carus Publishing 2012-2013

Senior Financial Analyst - Fractional

Childrens’ Book and Magazine Publisher

Created monthly and quarterly financial reporting for a subsidiary of a publicly traded parent company, utilizing Microsoft Dynamics GP and Excel, for both statutory and operational requirements

Scheduled and executed monthly closes with departmental staff to allow greater transparency of the process, thereby reducing the closing period from three weeks to two; formalized and documented balance sheet and income statement analysis procedures; assisted in reducing audit fees by 33% in initial close through these procedures and anticipation of audit PBC’s

Hester Decorating Company 2011-2013

Director of Accounting – Fractional

Painting & Decorating Contractor

Supervised billing, cash applications and accounts payable utilizing QuickBooks

Initiated the first formalized job cost analysis at Hester, resulting in timely financial monitoring of ongoing work, more accurate and inclusive billing of projects, and a better cost/benefit analysis of prospective projects

Fluid Management, Inc. 2007-2008

Finance & Accounting Consultant

Manufacturer of Paint Mixing Machines

Contributed to the 2007 annual closing process working with JD Edwards ERP, and continued work with monthly and quarterly closes throughout 2008

Saved over $5,000 in fines and penalties correcting delinquent situation with U.S. and Canadian sales tax requirements and continued ongoing compliance

Lifewatch, Inc. 2006-2007

Finance & Accounting Consultant

Manufacturer of Cardiac Monitoring Equipment

Worked with senior management and PwC to facilitate IPO processes for the company

Improved transparency of account analyses of the balance sheet and income statement resulting in expedited monthly and quarterly financial closes in 2007

International Casings Group, Inc. 2004-2006

Controller

Processor of Natural Sausage Casings

Consistently met deadlines for monthly and quarterly financial reporting for a $45MM subsidiary of a Netherlands-based parent company

Supervised a staff of 3 in accounts payable, payroll, collections and monthly closings

Formalized the standard costing process for inventory within the JD Edwards platform

Union Beverage Company 2003-2004

Finance & Accounting Consultant

Executed project to reconcile the proprietary accounts receivable module of the firm with the general ledger to present accurate financial accounts and operational data of the customer database

Monthly closings and balance sheet account analysis

Citrico, Inc. 1999-2002

Controller

Developed the financial function at the corporate office of a multinational distributor of lemon products with subsidiaries in Europe and Latin America; guided the company through the annual audit process

Supervised and trained the accounting staff in the corporate office and the subsidiaries to produce financial reporting using Open Systems software

Worked with logistics to create standard costs for Citrico products, and analyzed variances from those standards to refine the manufacturing process

Implemented and formalized company-wide procedures in travel and entertainment for operations and sales staff

ADDITIONAL EXPERIENCE:

Controller - Putman Publishing Company

Senior Accountant - Matra Transit, Inc.

Senior Accountant - Macmillan Publishing Company

Staff Accountant - A.C. Nielsen Company

SYSTEMS & SOFTWARE:

Proficient in NetSuite, SAP, Microsoft Dynamics 365, JD Edwards, Microsoft Dynamics NAV, Infor Visual, Made2Manage, Blackline, Concur Administration, QuickBooks, MS Office

EDUCATION & CREDENTIALS:

DePaul University – Bachelor of Science, Accountancy

Certified Public Accountant - State of Illinois

Excel 2016 Expert Certification

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