Accounting & IT-enabled Financial Management Professional
Resume:
Christopher Halmbacher,
CPA, CITP
*****.**********@************.*** • 614-***-****
www.linkedin.com/in/chalmbacher • Columbus, OH
www.cagsolutionsllc.com
Summary
Dynamic accounting professional with broad experience in financial management, accounting, auditing, and information technology. Proven track record in consistently and effectively delivering accounting services to execute company’s mission and vision while enhancing its purpose and profitability Education
Bachelor of Business Administration
Accounting, Management Information
Systems, and Business Pre-Law
Ohio University (2013)
Certifications
Certified Public Accountant (CPA)
License Number: CPA.52693
Certified Information Technology
Professional (CITP)
Affiliations
Ohio Society of CPA’s
American Institute of Certified Public
Accountants
National Society of Accountants
Competencies
Custom Software & Dashboard Design
Dynamic Financial Reporting
Software Integration
Project Management
Business Process Improvement
Month End Close
Financial Statement Preparation
GAAP Accounting / SEC Reporting
Excel Automation
Acquisition Accounting
ERP Implementations
Relational Databases
Data Mining
Software
Sage 200, QuickBooks Online and
Enterprise, PeopleSoft, CMiC,
Corcentric, Riskonnect, Compensate,
Ultipro, Asset Keeper, Peachtree,
Microsoft GP/SL, F&O 365, IDEA Audit
Software, Tableau, Power BI, C#, Java,
VBA, SQL, HTML, DAX, Tracker PRO,
Netsuite, Oracle DRM
Qualifications Summary
• Collaborative, hands-on leader with a proven track record of working with diverse executive teams and as a team player when consulting for clients.
• Strong interpersonal skills; communicative and able to combine and present informational data to executive leadership and company stakeholders.
• A project management expert who leverages information technology to develop automated processes and improve business management and financial reporting.
• Highly focused and results-oriented in supporting complex, deadline-driven operations; identify goals and priorities and resolve issues in initial stages.
• Adept at developing and maintaining detailed financial and procedural processes that reduce redundancy, improve accuracy and efficiency, and achieve organizational objectives.
Career Experience
Core Accounting Group Solutions, Columbus, OH 11/2019 – Present Accountancy Board of Ohio – License Number: 43003001.PR President / Accounting & IT Consultant
Deliver accounting and IT consulting services for medium to large companies within both the public and private sectors and across multiple industries. Provide strategic leadership and offer expertise on improving accounting practices, preparing year-end financial statements, analyzing financial data, technology integration, and advising on regulatory compliance activities.
• Selected Client Projects:
o Business Software Provider with revenues of $120M: Historical financial records clean-up, assisted with annual audit of client, proposed millions of dollars of correcting entries to conform to accounting standards. o Vehicle Research and Test Center with revenues of $50M: Dashboard design, development of department reporting, documentation of procedures and processes, build intercompany website, non-profit accounting. o International Electronics Testing Client with revenues of $8M: Due diligence review, financial statement review, international tax filing review, financial planning and valuation modeling.
o General Maintenance Subcontractor with revenues of $2M: Employee training, financial statement review, income tax filing review. o Small Financial Planning Firm with revenues of $200K: Income tax filing, business planning.
o PPE Importer and Distributor with revenues of $150K: Maintained accounting records, financial statement review, income tax filing, logistics, strategic pricing model, break-even analysis, product/segment analysis. Page 2 3
Robert Half Management Resources, Columbus, OH 5/2020 – Present Payliance (1/2023 – 3/2024)
This company is a third-party payment processing company that handles millions of transactions and dollars on a monthly basis. I was tasked with relieving the role of the Vice President of Finance of a recently acquired company. The goal was to integrate their accounting department into the corporate accounting’s books as well as bring the duties of the accounting department in- house, this included two staff accountants, a senior accountant, and the VP of Finance. I documented all accounting functions, redesigned processes, and eliminated two roles. The accounting items I had under my supervision included recording all transactions other than AP, payroll, managing four product lines, maintaining debt schedules, daily cash management, cashflow forecast and financial statement preparation and review. During this period, I transitioned their payroll between two different HR systems, and updated the company’s accounting records from QuickBooks to NetSuite. KDC/One (10/2022 – 11/2022)
Bank reconciliation clean up and inventory costing project to correct inventory management issues and product pricing. Nationwide (5/2022 – 9/2022)
As a member of the Finance Data governance team, we were responsible for building and reviewing all controls protecting the integrity and function of Nationwide’s financial data. I was responsible for reviewing any data changes being made to the hierarchical data or metadata related to Nationwide’s financial information. This role focused on maintaining good data that could be migrated between fiscal periods and utilized by both Nationwide and its third-party affiliates. NiSource (9/2021 – 4/2022)
Took charge of the Escheatment process for 2021 and implemented new Unclaimed Funds software (Freedom Tracker Pro). I filed over 200 reports with every state in the US between extensions and annual filings. I also issued over 400 claimed checks, which were in escheatment status. This role was 75% customer facing with daily interaction. Dasco (4/2021 – 8/2021)
A local company was able to secure investments from a PEG, which repositioned owners and the board makeup. I was initially hired to document staff positions, however, the company decided to go in a different direction and refresh their finance team instead. So, alongside the Controller and CFO we created a new Finance and Accounting department. Once new accountants were hired, I helped to train the new staff as their accounting manager, improve old process, and bring their accounting practices into compliance. We implemented new software, brought on board a new controller, and hired three new accountants. Velosio (6/2020 – 4/2021)
After a recent acquisition and merger by Velosio, I was hired to support the accounting team, where I reported directly to the Controller, CFO, and Board. After reconciling new ownership of the company and utilizing legacy systems, I helped to install much needed software upgrades and modified processes that integrated all companies’ and eliminated costs. Columbus Handyman (5/2020 – 6/2020)
Used legacy PeachTree software (Sage 200) to generate financials and prepare adjustments to create a new LLC, after the company filed for bankruptcy and then helped review their taxes. Trained with several individuals of the company to help make proper accounting decisions on outstanding bookkeeping issues. Installed Building Products, Columbus, OH 7/2015 – 9/2019 Accounting Project Supervisor (6/2018 – 9/2019)
Supervised a team of four Accountants to manage the projects for the General Ledger department. Prepared quarterly/annual SEC filings and presented to the executive leadership teams. Demonstrated expertise in business planning, budgeting and forecasting, accounting and internal controls, risk management, cost efficiency, M&A, and acquisition transitioning.
• Performed acquisition analysis and financial reviews nationally for projects ranging from $2M to $120M.
• Oversaw accounting for Workers’ Comp, General Ledger, and Auto self-insurance programs.
• Led project to implement AP Automation software that enabled process automation and; saved hundreds of thousands of dollars in material cost through vendor data conversion and enhanced transparency between accounting and IT departments.
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Project Analyst (3/2016 – 6/2018)
Drove project from start to finish by coordinating information, providing support through data analysis and contributing to overall strategy and performance evaluation. Managed month-end close and review processes, ad-hoc report writing, and cash reconciliations.
• Led project to implement new GAAP standards (ASC 606 & 842).
• Contributed to company revenue growth from $300M to $1.5B by designing scalable processes that eliminated department bottlenecks.
• $120M acquisition; supervised a team of three to audit two years of financials, implement processes, develop controls, and hire and train the new accounting team.
• Took ownership of accounting for the Risk department; implemented efficient processes to reduce role time from four to two weeks; trained and oversaw employees in the management of new processes. Staff Accountant (7/2015 – 3/2016)
Maintained the general ledger, reviewed financial statements, prepared financial reports, assisted with audits and budgeting processes, and reconciling accounts.
• Accurately maintained records to ensure compliance with GAAP.
• Trained and mentored junior colleague for career development. Babcock & Wilcox, Akron, OH 1/2014 – 5/2015
Accountant
Managed monthly GL account reconciliations; processed and reconciled a wide variety of accounting documents, including invoices, departmental billings, employee reimbursements, cash receipts, vendor statements, and journal vouchers. Reviewed and coded financial information, prepared and processed documents to disburse funds, made deposits and prepared reports, compiled and reviewed information for accuracy, and maintained records.
• Supported, trained, and mentored new employees to orientate them with company policy and procedures.
• Proven success in delivering superior customer care, analyzing processes, developing plans, and controlling budgets to safeguard project timelines, regulatory compliance, and completion dates. Additional Experience:
Consultant (2/2017 – 4/2017) – Shop-Eras, Pasadena, CA: Developed custom software solutions in Microsoft Access to create a seamless transaction environment and automate company operations. Intern (5/2012 – 8/2012) – Northwoods Consulting, Dublin, OH: Department of Human Services CMS (Number one provider nationwide) – trained users during implementation
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