Controller resume example with 17+ years of experience
JessicaClaire
, , 100 Montgomery St. 10th Floor(555) 432-1000, resumesample@example.com
Summary
Talented and experienced Financial Controller with over 18 years of related finance experience. Profoundly knowledgeable, creative and efficient with diverse background providing overall leadership and coordination of the administrative, business planning, accounting and budgeting functions; providing strategic planning in support of growth opportunities and expansion of the organization. Extensive experience in the analysis of financial data supporting enterprise decision making including forecasting, modeling, company valuation, credit underwriting, portfolio management and lending.
Skills
Financial Strategy Management
Policy Planning
Month-End and Year-End Closings
Financial Forecasting
Balance Sheet Management
Internal Controls Development
Corporate Strategic Planning
Project Management
General Ledger Accounting
Reliable & Trustworthy
Organizational Skills
Critical Thinking
Profit and Loss Management
Executive Leadership Advisement
Experience
11/2020 to CurrentControllerCannon Equipment | West Haven, CT,
Managed and oversaw the accounting operations of over 10 entities across various industries including; Media Production, YouTube Production, Merchandising, Property Management, Real Estate Holding, Private Security and Fuel Wholesale.
Developed annual budget and compared actual expenses against projected budget.
Maintained general ledger and chart of accounts, performed complex accounting functions such as journal entry preparation, account analysis, balance sheet reconciliation and preparation of quarterly financial statements.
Oversaw financial reporting, accounts payable and receivable, asset coordination, account management and budgets.
Prepared company's financial reports and ancillary documentation in accordance with established policies and procedures.
Established controls and reporting systems to optimize governance structure.
Reorganized finance and accounting departments to improve efficiency and cut excess spending.
Improved billing and month-end reporting processes.
Consistently tested and developed strategies to improve information flow throughout organization.
Designed and formatted financial reports for internal and external users.
Managed day-to-day finance operations by working closely with accounting, accounts payable, accounts receivable and payroll staff to provide direction.
Coordinated and finalized quarterly and annual financial reporting packages.
Executed periodic budgeting and modeling to project monthly cash requirements.
Prepared and presented operational reports to senior management and executive teams.
04/2019 to 06/2020CEO/CFOCannon Equipment | Cannon Falls, MN,
Drove company vision with collaborative employee engagement techniques and strategic leadership.
Established and oversaw strategic business actions and streamlined operations.
Led organization that was involved in the construction of commercial solar farms across northeastern US by establishing business direction and actualizing operational plans to meet goals.
Eliminated company bottlenecks, reduced financial obstacles and addressed work constraints to promote overall growth.
Monitored business trend forecasts and adjusted budgets and operational plans to maximize growth and opportunities.
Delivered speeches and attended industry conferences to promote company image and engage with buyers.
Negotiated and approved contracts between company and distributors, suppliers and other external entities.
Developed corporate risk management programs by establishing strict documentation and financial guidelines and spearheading risk management committee.
Made proactive adjustments to fiscal policies according to available company resources and desired outcomes.
Coordinated financial statement reviews to coordinate variance reporting, analysis of year-to-date and forecast performance against expectations.
Supported company growth objectives by developing solid financial plans.
Oversaw requisition and procurement processes to guide purchasing decisions.
Managed company-wide budgets, payroll, accounting and other financial operations.
Developed systems to protect company assets and report accurate financial results.
Completed analysis of company financial data and produced industry reports outlining metrics and results.
01/2016 to 03/2019ControllerClifton Larson Allen | Fort Worth, TX,
Managed and guided all financial decisions by establishing, monitoring and enforcing policies and procedures for a multi-entity company that was involved in manufacturing, distribution and construction of commercial properties.
Developed annual budget and compared actual expenses against projected budget.
Maintained general ledger and chart of accounts, performed complex accounting functions such as journal entry preparation, account analysis, balance sheet reconciliation and preparation of quarterly financial statements.
Administered payroll for employees and oversaw corporate payroll reconciliation and tax activities.
Oversaw financial reporting, accounts payable and receivable, asset coordination, account management and budgets.
Prepared company's financial reports and ancillary documentation in accordance with established policies and procedures.
Coordinated timely collections with appropriate project managers and customers to manage cash flow.
Reorganized finance and accounting departments to improve efficiency and cut excess spending.
Created internal controls and corrective actions to reduce risk or deficiencies.
Collaborated with finance and accounting departments to deliver comprehensive financial information to facilitate decision making for management, stakeholders and parent company.
Improved billing and month-end reporting processes.
Developed complex P&L reports to inform stakeholders.
Implemented multiple software conversions, desktop setup and staff training.
Designed and formatted financial reports for internal and external users.
Reviewed sales numbers and calculated commissions.
Managed day-to-day finance operations by working closely with accounting, accounts payable, accounts receivable and payroll staff to provide direction.
Led annual financial audit and preparation of support for audited financial statements.
Managed cash flows to optimize year-end tax benefits.
Controlled revenue collection systems to maintain information quality and integrity.
Evaluated collection reports to determine collections status and outstanding balance amounts.
Prepared monthly financial statements, coordinated annual audits and facilitated preparation of Consolidated Annual Financial Reports (CAFR).
Coordinated timely dissemination of internal and external financial statements, annual audits and annual budgets.
Updated billing procedures to improve overall efficiency and reduce accounts receivable.
Coordinated financial statement reviews to coordinate variance reporting, analysis of year-to-date and forecast performance against expectations.
Monitor and confirm financial condition by conducting audits; providing information to external auditors.
Maximize return, and limit risk, on cash by minimizing bank balances; making investments.
Prepare budgets by establishing schedules; collecting, analyzing, and consolidating financial data; recommending plans.
Maintain financial staff job results by coaching, counseling, and disciplining employees; planning, monitoring, and appraising job results.
Maintain professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies.
01/2014 to 12/2015CFOGlacier Bancorp | Salt Lake City, UT,
Managed a multi-million dollar multi-entity organization.
Drove company vision with collaborative employee engagement techniques and strategic leadership.
Established and oversaw strategic business actions and streamlined operations.
Liaised and provided accounting services for investors who owned individual business units know as RhinoPro Mobile.
Directed the coordination of freight services for the distribution of the RhinoPro Cartridge System that we manufactured.
Oversaw budgetary and financial activities and implemented strategies to grow business and profits.
Restructured debt for real estate holding company to allow for better cash flow.
Conducted presentations to outside groups to drive programs, policies and company objectives.
Monitored business trend forecasts and adjusted budgets and operational plans to maximize growth and opportunities.
Built strategic business partnerships by cultivating relationships with employees and experts.
Conducted thorough interview processes to appoint new department heads.
Negotiated and approved contracts between company and distributors, suppliers and other external entities.
Delivered speeches and attended industry conferences to promote company image and engage with buyers.
Generated large-scale operations, budget or expense reports to organize and analyze data.
Checked financial reports to confirm financial soundness and good operating margin.
Optimized supply chain to reduce materials costs and improve distribution.
Provided organizational leadership and collaborated with executive partners to establish long-term goals, strategies and company policies.
Negotiated with suppliers to reduce cost for raw materials used for manufacturing department
05/2012 to 12/2014Commercial LenderHitachi Data Systems | Little Rock, AR,
Met with applicants to obtain information for loan applications and answer questions about processes.
Analyzed applicant financial and credit status, evaluating assets and risk to determine loan feasibility.
Assessed feasibility of loan approval by reviewing financial histories, available credit and current employment.
Helped customers make decisions about loans and lines of credit based on availability, terms and benefits.
Reviewed loan agreements to verify completeness and accuracy according to applicable policies.
Stayed abreast of lending regulations, industry trends and market rates.
Approved or denied loan applications and explained reasoning behind decisions.
Booked all types of loans including; construction and development, commercial real estate, owner-occupied commercial real estate, commercial and industrial, residential mortgage, residential construction, home equity products and personal consumer loans.
Successfully developed over $22 million in new business.
Verified client financial information to determine creditworthiness and loan eligibility.
Reviewed client documentation and contracts for discrepancies and mistakes.
Prepared reports for customers with delinquent and irreconcilable accounts.
Updated client account information and records in company databases.
Informed customers of loan application requirements and deadlines.
Set up debt payment plans based on client credit, income and assets.
Optimized profitability by developing pipeline of prospects using multiple research, referral and sales strategies.
Liaised with high-value accounts, fostering personal relationship and top-of-mind awareness to capture emerging business opportunities early.
Marketed and developed key accounts by favorably representing company at membership and community functions.
04/2009 to 04/2012Senior Credit AnalystDepartment Of Defense | Grand Rivers, KY,
Prepared reports for management and executives detailing risks of extending credit or loan options for particular applications and demographics of applications.
Crafted well-written credit presentations that personified company's position.
Successfully analyzed the financial, economic and industry data of over 250 local businesses to prepare loan packages for credit approval resulting in over $180 million in new loans to add to the growth of the bank.
Handled customer service correspondence from clients, assisting with application completion, explaining qualification criteria and resolving complaints.
Utilized automated underwriting and credit analysis systems to generate reports on applications, analyzing debt-to-income ratios and other metrics to assess applications.
Monitored and maintained compliance with internal controls and government regulations.
Met with upper management and provided insight into credit decisions.
Assessed financial data from customers to better understand risk levels in terms of lending money.
Requested financial documents from customers.
Worked closely with both customers and sales team to reconcile accounts and oversee payment negotiation.
Developed comprehensive understanding of financial statements, enhancing opportunities to assess risk.
Implemented risk assessment techniques to identify indicators of potential attempts at fraud or other unethical activity, denying suspicious applications to protect company.
Contacted owners of delinquent accounts to make arrangements for payment through extended payment plans or one-time payments, processing to correct account status.
Read personal and commercial financial statements, contextualizing loan or credit applications with credit history and general financial status of applicants.
Followed up on client financial information to maintain accurate records on current clients, noting indicators of decreased likelihood of full loan performance.
Managed various tasks simultaneously and made sure all job duties were completed in order of priority.
Collaborated closely with customers, using effective communication and interpersonal strengths to gather important financial information.
Reviewed company portfolio of clients to flag delinquent accounts and identify high-performing accounts to target for future advertising and promotions.
Routinely monitored loans for compliance.
Strictly adhered to credit policy and guidelines.
Monitored corporate portfolio asset quality on an ongoing basis.
Drafted models of credit information that predict trends and patterns.
Streamlined the credit exceptions process through the implementation of a MS Access database.
Involved in implementation of a Credit Analyst development program for the growth of future Credit Analysts.
03/2004 to 03/2009Financial Management TechnicianUS Army | City, STATE,
Served on a one-year tour in Iraq
Responsible for creating policies and standard operating procedures for Debt Management and Special Actions Finance sections
Performed financial analysis on vendors and contractors for executive decision to continue government contracts with vendor or contractor
Served as a Section Leader for the Soldier Readiness Section that was in charge of processing travel pay entitlements for Soldiers in transition from one duty station to another
Managed a team of 8 Soldiers that were responsible for coding payroll for over 30,000 Soldiers and maintained a 98% accuracy rating for the entire year
Performed quarterly performance reviews on each subordinate for developmental counseling
Monitored workload and operational procedures, researched and clarified any technical issues that arose
Prepared Debt Management section for annual external NAFCO audit and received a 100% accuracy rating
Received and posted documents to accounting/budgeting systems
Reviewed contracts, invoices and receiving reports to pay contractors and vendors
Maintained files and prepared financial reports
Budgeted, disbursed and accounted for government funds
Education and Training
Expected in 08/2014MBA | Banking And Financial InstitutionsSam Houston State University, Huntsville, TXGPA:
Expected in 12/2011BBA | Banking And Financial InstitutionsSam Houston State University, Huntsville, TXGPA:
Expected in 09/2011Associate of Applied Science | AccountingLone Star College System, Spring, TXGPA:
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