Payroll Manager / Financial Controller
Resume:
Heather Truex
********@*****.***
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Experienced and analytical Controller with a strong focus on efficient and accurate month-end close processes. Skilled in overseeing all aspects of financial close, including account reconciliations, journal entries, accruals, and financial statement preparation. Known for improving close timelines and driving process improvements to support timely and informed business decisions. Highly proficient in QuickBooks and a broad range of ERP systems, with a proven ability to implement, manage, and optimize financial software to streamline operations. Trusted partner to executive leadership, delivering reliable financial reporting and insights in fast-paced, deadline-driven environments. Recent Highlights
CONSULTANT Dec 2024 – Current
Fractional Controller
Manage accounting operations for multiple clients encompassing a total of six separate business entities.
Restructure and standardize chart of accounts to ensure clarity, consistency, and alignment with business operations.
Conduct thorough reviews of balance sheets and profit & loss statements to identify discrepancies and ensure accuracy.
Reconcile all bank and credit card accounts to maintain up-to-date and accurate financial records.
Address and resolve complex accounting issues related to revenue recognition, inventory tracking, and expense categorization.
ICARO INNOVATIONS, LLC Feb.2023– Dec 2024
Corporate Controller & HR / Payroll Manager
Led full-cycle month-end close across three business divisions, ensuring accurate financial reporting and adherence to deadlines.
Prepared monthly, quarterly, and annual financial statements in compliance with GAAP.
Directed external audit preparation, managing documentation, audit requests, and cross-functional coordination.
Oversaw day-to-day accounting operations, implementing internal controls to safeguard assets and ensure regulatory compliance.
Collaborated with department heads on annual budgeting and forecasting, supporting strategic financial planning.
Drove cost-reduction initiatives, achieving a 23% decrease in annual operating expenses through process improvements and efficiency gains.
CTB Group Feb. 2022 – Feb. 2023
Shared Services Manager (AP and Payroll)
Reduced unvouchered liabilities from over $50M to under $10M within three months by enhancing processes and reconciliation efforts.
Manage Accounts Payable and Payroll operations across six corporate divisions, overseeing $10M+ in weekly payables and $1M+ in weekly payroll.
Lead month-end reporting for all division controllers, ensuring timely and accurate financial data delivery.
Administer and fund the company’s Fidelity 401(k) plan, ensuring compliance and timely execution.
Review and approve employee expense reports, maintaining adherence to company policy and audit readiness.
Maintain vendor relationships and optimize cash flow through efficient payment strategies and issue resolution.
Heather Truex
********@*****.***
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Zimmer Biomet Mar. 2020 – Feb. 2022
Senior Sales and Commission Analyst
Generate ad hoc sales reports and performance summaries to support leadership decision-making and sales strategy.
Calculate and process commission payments, ensuring accuracy based on associate agreements and sales data.
Assist in developing commission structures and incentive plans in alignment with sales associate agreements and business goals.
Review, update, and maintain sales associate contracts, including amendments and communication of changes.
Code and submit invoices for payment, ensuring compliance with accounting policies and accurate general ledger allocation.
Manage vendor setup and credentialing, including onboarding new vendors and maintaining up-to-date documentation for compliance.
Additional Experience
Zimmer Biomet Apr. 2017 – Mar. 2020
Senior Inventory Analyst
MicroMachine / RMI Feb. 2014 – Apr. 2017
Controller
PearlDiver Technologies, Inc. / AFCell Medical Feb. 2009 – Feb. 2014 Controller
Additional information on projects and/or experience available upon request Education & Certification
B.S. – Business Management – Accounting focus
Indiana Wesleyan University – Marion, Indiana
Notary Public in the State of Florida
Certified Payroll Professional
Skills
Month-end / Year-end close Strong communication skills Employee Training & Mentoring
GAAP Knowledge Audit Preparation & Management Strategic Planning & Execution
Financial Reporting & Analysis Strategic Planning & Execution Payroll Platforms: ADP, Paychex
Budgeting & Forecasting Ethical judgment & Integrity Excel: advanced functions
KPI tracking & Performance
Measurement
Process Improvement & Internal
Controls
ERP Systems: Oracle, JDE, Sage,
Microsoft Dynamics 365
Documentation & Reporting Continuous Process Improvement QuickBooks
Cross-Functional Collaboration M&A Support & due diligence Reporting: Power BI, Tableau
Contact this candidate