Controller Candidate #4

St. Louis, MO


14 years



Professional, proactive, disciplined, leader, and strategic, describe this Controller and aspiring CFO. This candidate created a lean, efficient, and automated accounting and financial reporting system for a small retailer with dozens of locations. Strong team leadership and relationship building skills, as well as the ability to hold her own with the executive team. Checks all the boxes for an experience Controller who can backup a CFO, including: (1) general ledger accounting and financial statements, (2) budgeting and forecasting, (3) treasury and cash management (banking relationships, debt management, working capital and cashflow management), (4) operational and sales KPI reporting, (5) executive/BOD reporting and presentations, (6) strategic analyis including capex projects, acquisitions, new business ideas, etc.

Why Hire This Candidate (In Their Own Words):

Strengths: (1) creative thinker, (2) proactive and constantly stiving for automation and process improvement, (3) driven and disciplined, (4) pride of work, and (5) self-reflective

Career Highlight 1: Built and automated financial reporting as well as sales and operational KPIs via Power BI.

Career Highlight 2: Automated accounting transactions, including reconciliations and journal entry generation, across multiple systems.

Career Highlight 3: Improved forecasting process resulting in reduction of variances by more than $1m.

Education: BS Accounting

Industry Experience: Education, Non-Profit, Retail, Wholesale & Distribution

Company Fit: Great for small privately held companies.

Management Experience: 5-6

Systems Experience: Excel, Power BI (intermediate), Mass 200, Financial Edge, Industry specific systems, QuickBooks, AS400

Open To: Hybrid, In-office, Remote

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