Sign in

MBA/CPA Contrlr/Fin Dir/Gnrlst-mult inds

Evanston, IL, 60203
August 07, 2020

Contact this candidate



**** **** ******* ****

Evanston, IL 60203

Home: 847-***-****

Cell: 630-***-****

Fax: 847-***-****



Experienced Finance Director (16+ years) responsible for all Finance & Administration: direction of Accounting/Finance, general office, Human Resources/benefits, IT management and casualty insurance. 20+ years' management experience, directing both professional and clerical staff. Accomplished in operations/HQ environments (16 years in manufacturing/distribution), engineering/lab testing, construction/ installation, numerous services and not-for-profit financial/fiscal management. Solid background in policy formulation/development/implementation/documentation/assessment/revision/compliance, inventory/manufacturing/operations cost determination & control, general accounting, financial/tax reporting, financial planning and analysis, long-range strategic planning, budgeting/forecasting, due diligence, job/project management, cash/treasury/credit management and control. Direction/management of and direct participation in satisfaction of audit requirements: financial/operational/tax/banking/insurance/regulatory. Proficient in systems planning, implementation, conversion, configuration, adaptation, maintenance/upgrade and security (including 4 ERP’s). Implement/document/test/ monitor/upgrade Sarbanes-Oxley compliance policies/procedures. Direct & continuous interface with all organizational areas.



[Mfg./Dist. Industrial/laboratory Chemicals] 6/18 to 7/18

Financial Analysis/Reporting/Cost – temporary

*Played major role in Financial reporting/analysis relative to newly-acquired subsidiary company with no automated accounting records. Structured/organized/maintained reporting of Sales & Cost of Goods Sold data, as well as information for Purchasing and Raw Material & Finished Goods Inventory pricing/valuation/roll-forward. Verified and analyzed reported data for Accounts Receivable/Accounts Payable and initiated efforts for Working Capital review in conjunction with evaluation & achievement of acquisition price benchmarks.

*Updated historical Fixed Assets data for tax valuation and depreciation bases going back to purchase date of organization. Updated Sage database for revised valuations of Fixed Assets for several subsidiaries from purchase date and maintaining data going forward to current dates

*Provided general financial reporting/analysis support to Controller & Accounting dept. for monthly closing and ongoing operations

TAYLOR FARMS, INC. Chicago, Illinois;

[Mfg. - Food] 7/17 to 8/17

Cost & BOM Analyst - temporary

* Evaluated bills of materials and identified discrepancies with approved manufacturing methods. Suggested adjustments and reclassifications with BOM's to provide for improved production planning and cost identification.

* Examined raw material inventory and verified and revised database to identify/update accuracy of expiration dates, improve inventory management and refine and expedite production planning.

ANDREWS PRODUCTS, INC. Mount Prospect, Illinois;

[Mfg.-Transmissions/gears/parts] 1/16 to 6/17

Controller & Human Resources Manager

* Lead responsibility for financial reporting development/upgrade/refinement, financial/operations analysis, general/cost accounting, payroll processing, cash/credit management and general office management

* Design/establish/implement/upgrade internal controls & financial & H/R policies & procedures

* Manage/administer casualty insurance and employee benefit plans, incl. 401(k) and employee medical/dental/disability

* Lead role in review, problem identification, development and upgrade of manufacturing cost accounting system. Directed activities in re-configuration, implementation and expanded system utilization. This included parts database re-configuration & streamlining and associated evaluation & rebuild of Bills of Materials. Established and refined warehouse structure and emphasized consistent utilization with associated re-designed transfer procedures. Evaluation and re-computation of labor rate structure of individual manufacturing operations and associated re-allocation of variable burden costs. Established a restated standardized distinct cost methodology for purchased and manufactured inventory

* Acctg. software review, maintenance, problem identification/resolution and utilization enhancement

* Consultation with/assistance to outside financial consultant


Passing of mother. Time required to resolve affairs & estate issues

11/14 to 12/15

FARM FOUNDATION, NFP Oak Brook, Illinois;

[Agric./Environmental conferences-non-profit] 4/12 to 11/14

Finance Project Analyst temporary

* Budgeting, Billing & Cost reptg. for gov’t. contracts/co-op agreements * Lead role in corporate search/implementation/training for Project Mgmt. and Customer Relationship Mgmt. software * Lead role in internal management of fin’l. reptg./analysis & gen’l. acctg. * Consultation with/assistance to outside financial consultant

BUILD, INC. Chicago, Illinois;

[Youth Services non-profit] 12/11 to 3/12

Director of Finance temporary

* Design of financial policies/procedures * Direction of monthly Fin’l. Acctg. & reptg.

* Accounts Receivable/contract management * Configuration/design of reptg. structures for Fund-EZ Acctg. software

* Design of Budgeting/Forecasting templates


[Youth Services-non-profit] 3/11 to 6/12

Financial/Project Analyst – temporary


[Outreach/Advocacy--non-profit] 1/10 to 1/11

Director of Finance

* Establish/upgrade financial policies/procedures * Budgeting/forecasting--dept. and agency-wide

* Internal/external legal/regulatory reporting * Accounts Receivable/contract management

* Direct all accounting/financial functions * Gov’t/regulatory/donor revenue/cost reporting

* Assist in general office/H/R management * Salary/cost allocation policies/procedures

* Manage/coordinate various audits * Review/consultation with executive/program management and operations staff * Financial reporting, internal/external

* Manage Acctg. software maint./admin. * Manage ass’n. activities for Form 990 preparation

* Banking relationships, line of credit mgmt. and compliance, cash mgmt. * Financial presentations to Board of Directors

* Participate in Finance Committee decision-making


[Dist.-Wide-format equipment & supplies] 10/05 to 8/08


* Establish/upgrade financial policies/procedures * Budgeting/forecasting internal & corporate-based

* Direct all accounting/financial functions * Monthly/quarterly analytical review for corp. planning and analysis * Assist in general office/H/R management

* Inventory financial control/pricing review * Accounting dept. MIS “problem-solving”

* Manage/coordinate various audits * Lead financial role in conversion to COMET Accounting software

* Internal financial reporting/analysis

* Initiate/implement Sarbanes-Oxley compliance procedures for Inventory control

* Multi-state sales/property tax planning, reporting & compliance

* Initiate/implement procedures to comply with corp. reporting standards * Initiate & participate in monthly credit/collection meetings & credit policy formulation

* Lead monthly financial review with corp. division group executive * Design/maintain capital lease database/contract compliance

* Design/maintain perpetual fixed assets records


[Adolescent care--non-profit] 7/03 to 10/04

Director of Finance

* Establish/upgrade financial policies/procedures

* Budgeting/forecasting--dept. and agency-wide

* Direct all accounting/financial functions * Gov’t/regulatory revenue/cost reporting

* Assist in general office/H/R management * Cost allocation policies/procedures

* Manage/coordinate various audits * Administer entire insurance package, including worker’s comp., casualty, liability and auto

* Financial reporting, internal/external

* Manage agency MIS activities * Assist in grp. medical/dental insurance negotiations

* Banking relationships, line of credit mgmt. and compliance, cash mgmt. * Financial presentations to Board of Directors

* Participate in Finance Committee decision-making

GREAT LAKES ANALYTICAL, INC., Buffalo Grove, Illinois;

[Environmental testing services] 7/00 to 3/02


* Upgrade of financial policies/procedures * Institute formal capital budgeting policies

* Direct all financial functions * Assist in corporate MIS management

* Manage general office and H/R * Administer entire insurance package, including worker’s comp., casualty, liability and auto

* Manage/coordinate various audits

* Manage quarterly bank audit compliance * Assist in grp. medical/dental insurance negotiations

* Internal/external financial reporting * Develop procedures for initial Co. credit policy

* Bank relationships, line of credit/debt mgmt. and compliance, cash mgmt. * Implement major A/R collectibility review plan

* Contribute to development of employee handbook

* Initiate plant closedown financial study * Direct accounting software conversion activities


[HVAC service & installation] 2/98 to 4/00


* Upgrade financial policies/procedures * Construction jobs -- estimating, cost allocations, billings, collections

* Direct all accounting/financial functions * Manage general office, H/R & MIS * Implement computerized inventory/P.O. system

* Manage/coordinate financial audits * Budgeting/forecasting – company-wide

* Internal/external financial reporting * Assist in grp. Medical/dental insurance negotiations

* Quarterly analytical financial review * Establish first-time Company A/R credit policy


[Child/adolescent care--non-profit] 4/94 to 6/97

Assistant Controller

* Upgrade financial policies/procedures * Accounts Receivable/contract management

* Manage general office staff * Cost allocation policies/procedures

* Manage/coordinate financial audits * Establish and implement LAN and online G/L integrating Development/gen’l. office

* Internal/external legal/regulatory/cost reporting

* Budgeting/forecasting--dept. and agency-wide * Illinois Court of Claims actions as required

* Review/consultation with executive/program management and operations staff * Financial presentations to Board of Directors

* Participate in Investment/Finance Committees

BROOKS SAUSAGE CO., INC., Kenosha, Wisconsin;

[Mfg.- Sausage/Chicken processing] 9/92 to 11/93


* Establish financial policies/procedures * Implement LAN and online G/L integrating mfg. and gen’l. office

* Direct all accounting/financial functions

* Manage gen'l. office, H/R & MIS * Implement computerized perpetual inventory system and enhance daily job cost reptg.

* Manage/coordinate financial audits

* Federal/State income/property/sales tax planning and compliance * Initiate plant-wide labor and overhead study

* Develop raw material inventory control and material usage analysis

* Banking relationships, line of credit mgmt., investment mgmt., cash mgmt. * Participate in Total Quality Management review


[Wireless networking--a start-up enterprise] 9/90 to 11/91


DACOR CORPORATION, Northfield, Illinois;

[Mfg./Dist.- Scuba diving equipment] 11/87 to 7/90



[Mfg./Dist.- Household appliances] 7/86 to 11/87

Senior Financial Analyst

FLAVOR HOUSE PRODUCTS, INC., Des Plaines, Illinois;

[Mfg.- Nut processing/bakery fillings] 10/84 to 7/86

Manager, Cost Control

ACCTG. SOFTWARE: RealWorld, NEON, MAS90, Solomon, Peachtree, QuickBooks, Fund EZ, Am. Fundware, DDMS, COMET, E-Automate, Epicor Vantage, ADP/Ceridian/Paychex payroll, MS Ofc.

COLLEGE DEGREES: (DePaul University – Chicago, Illinois): M.B.A. Finance; B.S.C. Accounting

PROFESSIONAL AFFILIATIONS: IL CPA Society; Nat’l. Honor Societies-Business Admin. and College Business Schools


“FINANCIAL GENERALIST”. M.B.A. Finance and C.P.A. My experience incorporates all major components (direction and performance) of finance as follows:

* General accounting

* General Ledger design, conversion, implementation, configuration, adaptation, maintenance, upgrade and security assurance

* Financial reporting (including shareholders/government/regulatory, and SEC/FTC)

* Financial policies/procedures development, assessment, compliance and upgrade

* Standard/lot/job/project/construction cost accounting & mfg./operations analysis

* Inventory reporting/control, physical-to-book reconciliation, periodic/perpetual systems, multiple costs/methods

* Treasury/cash management & bank relationships establishment, maintenance and compliance (credit lines, LT/ST debt, investments)

* Financial planning and analysis (long-range/strategic planning, due diligence)

* Budgeting and forecasting from an operational and headquarters perspective including variance analysis

* Management of audit requirements - financial, tax, operational, banking, regulatory & insurance

* Initiating, implementing, testing and documenting compliance with Sarbanes-Oxley Act

* Accounts Receivable collections, analytical review, and credit policy establishment, upgrade and compliance

* Fixed Assets/Capital Lease databases – planning, establishment, maintenance, upgrade and review

* Capital expenditure budgeting, reporting, review and evaluation (ROI/DCF analysis)

* Int’l. operations, translation, foreign sales/foreign sourcing, exposure analysis/control (L/C’s & FX contracts)

* Payroll processing - in-house & numerous outside services

* Federal and State income/sales/property tax planning, reporting and compliance

* Not-for-profit financial reporting & fiscal management (grant/regulatory/compliance)

* Computerized systems planning, establishment and maintenance (including network administration and accounting software conversions)

* Office management and insurance administration and negotiations.

I have directed a staff of up to seven, both clerical and professional. My experience includes a strong emphasis on manufacturing. I’ve worked in private and public companies, large, medium-sized and small companies, at headquarters and operations levels, in organizations providing products and services, and experiencing various operating environments, including non-profit organizations. I’ve also been a “hands-on” manager, working well independently and as part of a team. In addition, my experience includes human resources, personnel and fringe benefits administration, employee group medical and corporate casualty insurance administration and negotiations, and management of information systems.

Software Conversion/Configuration/Implementation/Adaptation Activities

• Lead corporate activities in plan, full implementation and upgrade of manufacturing cost management system (standard and average cost) – Epicor Vantage, ERP (Organization: Andrews Products, Inc.)

o Establishment, systems maintenance and control of material history & standards development

o Management of and controls establishment over timely Bills of Materials preparation/development

* Established/refined warehouse structure, and re-designed transfer procedures

o Establishment and evaluation of direct labor operations application & standards development

o Re-evaluation, study and update of variable/fixed burden/overhead & product application

o Work-in-Process variance analysis and incorporation into product standards

• Lead corporate search for Customer Relationship Management (CRM) software – NEON CRM (Organization: Farm Foundation, NFP)

o Maintain database of corporate contacts and relationships with other constituents

o Manage/maintain communications (E-mail & written) between organization and donors/contributors, conference attendees, and conference contributors

o Manage history of donations, pledges, registration fees and other funding raised from auctions/other sources and administer direct integration into Accounting records

o Manage processing of credit card transactions, sourced online from website

• Lead corporate search for Project Management software – Celoxis to be chosen (Organization: Farm Foundation)

• Configured and designed financial reporting structures – Fund EZ (Organization: BUILD, Inc.)

o Program and Sub-Program costing

o Cost allocations

o Regulatory compliance reporting

o Funding compliance reporting

• Manage software maintenance, administration, upgrade and staff training activities – Fund EZ (Organization: Logan Square Neighborhood Association)

• Lead role in full conversion to ERP/Accounting software – COMET (Organization: FDC Digital Imaging Solutions)

o Billing, Accounts Receivable & Cash receipts – leasing and service operations

o Purchasing, Accounts Payable & Cash disbursements

o Manage accrued liability for Inventory receipts

o Inventory management & costing – lot cost (MRP perpetual), with Purchasing/Accounts Payable interface

o Physical Inventory module configuration – full physical & periodic/segment cycle counting

o Inventory reconciliation – Physical to Accounting records

o Bank account reconciliation

o General Ledger Accounting & reporting structures

• Initial configuration & financial reporting structure planning – Solomon (Organization: Methodist Youth Services)

• Installed Purchase Order/Perpetual Inventory (multiple) costing system – FACS Management (Organization: Air Comfort Corporation)

o Interface with Accounts Payable

o Interface with Service business Inventory/Job Costing

o Interface with Construction/Installation business Inventory/Job Costing

• Lead role in full conversion to/implementation of Accounting software – American Fundware (Organization: Lawrence Hall Youth Services

o Billing, Accounts Receivable, Contract Management for multiple programs, contracts, and funding sources

o Cost allocation maintenance – multiple programs, multiple cost centers, multiple/variable contract periods

o Integrate Development fundraising/donations from external software to Accounting General Ledger

• Lead staff role in full conversion to Accounting software – MAS90 (Organization: Brooks Sausage Co.)

o Billing, Accounts Receivable & Cash receipts

o Purchasing, Accounts Payable & Cash disbursements

o Purchase Orders, Inventory cost and multiple costing bases

o Perpetual Inventory system – new installation, new method – previously periodic

o Daily Job cost production reporting and direct/indirect labor allocations

o Bank account reconciliation

o Designing of General Ledger Accounting & reporting structures

o Financial Statement report writer design and maintenance

o Coordination and interface with external Fixed Assets control software

Dear PostJobFree client:

Thank you for reviewing my profile. I appreciate your interest in my qualifications and experience. My position as Controller of Andrews Products ended in June, 2017 as part of a staff reduction. Andrews is a manufacturer of transmissions, gears and parts for autos and motorcycles. (After that, I completed temporary assignments at a food manufacturer and a chemicals manufacturer.) Overall, my experience includes 16+ years as Controller/Director/Asst., with extensive, comprehensive Finance/administrative experience within both for profit and not-for-profit organizations – public and private. My last full-time position was Director of Finance with Logan Square Neighborhood Association, a non-profit organization. Previously, I had been Controller of FDC Digital Imaging Solutions, a distributor of reprographic equipment and services. At these, as well as in previous organizations, I had lead responsibility for all financial functions. This included office, HR/benefits, insurance and IT. I have directed a staff as large as 7. My food industry experience has included sausage/poultry, baked sweet goods, confection products, snack foods and peanuts. I also have experience in household appliances, personal products, HVAC service/construction, diving equipment and engineering/environmental services. Most of my career has been spent with small to medium-sized companies, in both HQ and operations functions. But I also have 6 years’ experience with divisions of Fortune 500 corporations. In these processes, I’ve developed solid expertise in all financial areas, and numerous environments. This includes 15 years in manufacturing/distribution and 15 + years in FP&A covering various products & services. (My background includes numerous cost accounting/valuation methods and the associated cost/inventory systems.) Also, I am very literate with accounting software, having directed/ participated in 7 systems conversions, and utilized numerous/varied packages (incl. Epicor Vantage ERP and COMET ERP). Finally, I have communicated/participated regularly with ownership, Board membership, executive management, operations staff and external contacts. I have earned an M.B.A., and C.P.A., and am a member of the Nat'l. Honor Societies of Business Admin. and College Business Schools.

I offer an extensive, comprehensive, diversified, generalist background which includes 16 years of Controller/Director experience encompassing the direction/performance of key financial activities as follows:

-- managing, training, mentoring and evaluation of Financial, general office and H/R staff

-- financial reporting, Accts. Receivable/Payable, Payroll, Credit, Treasury and Fixed Assets

-- F.P.& A., forecasting/budgeting (HQ/operations; quarterly, annual, long-range/strategic; due diligence)

-- treasury/cash/credit control (bank relationships w/ debt compliance, credit lines & investments)

-- accounting/finance/internal control policies/procedures development/documentation (incl. SOX)

-- Accounts Receivable collections, analytics, and credit policy establishment and compliance

-- development of BOM’s (engineering/costed), labor/overhead standards and variance analysis

-- mfg./ops. analysis & inventory/cost control (job/project, construction, lot, standard cost & systems)

-- inventory control, periodic/perpetual, physicals & books reconciliation, multiple cost assumptions

-- Fixed Assets/Capital lease databases-planning, establishment, maintenance and review

-- federal and state income, property, sales/use tax planning, reporting and compliance

-- int’l. ops., translation, foreign sales/sourcing, exposure analysis/control (L/C’s, FX contracts)

-- project planning, budgeting, management and compliance – private, public and gov’t.

-- management of audit requirements: financial, tax, operational, banking, regulatory & insurance

-- not-for-profit financial/fiscal mgmt. (tax/regulatory/donor/compliance reporting-gov’t./private)

-- design of appropriate/applicable operating metrics, along with ongoing monitoring and evaluation

-- analytical financial review with division management and corporate group executives

-- office/H. R. management (salary/benefits administration/compliance – incl. Form 5500 preparation)

-- group medical, casualty/liability, and workers’ comp. insurance administration and negotiations

-- computerized systems - planning, establishment, maintenance, conversion and administration.

In addition, I have strong knowledge of personal computers (including network administration) and Accounting software, such as RealWorld, FACS Management, MAS90, Solomon, Epicor Vantage, COMET, QuickBooks, Peachtree, ADP Dist. 2000, NEON, E-Automate, Fund EZ, DDMS and Microsoft Office.

Should my qualifications complement your requirements, I would appreciate the opportunity to speak with you.


Thomas J. Macciaro

Contact this candidate