Brian Caulford
Mays Landing,NJ
Summary
Proactive comptroller with strong background in financial analysis, budgeting and forecasting. Develops and implements financial plans and delivers strategic financial advice.
Overview
17
17
years of professional experience
Work History
Comptroller
Cumberland County Charter Schools Network
2020.12 - Current
- Review and approve all accounts payable, payroll, pension and purchasing for a network of three charter schools including interfund balances relating to affiliate 'Friends of' organizations
- Responsible for creation and management of annual fund budgets including all required federal and state grant reporting requirements
- Successfully work with the annual audit team ensuring proper documentation and all necessary reports are available
- Since hired, all three schools have received clean audit reports as well as passing their respective state charter renewal
- One school was successfully removed from a mandated probationary period that was the result of a renewal occurring prior to being hired as comptroller
- Perform analytical analysis of financials, grant funds and cash flows monthly that lead to preparation of financial reports used in the monthly board meetings
- Successfully managed ESSER I, II and ARP ESSER grant funds which began the initial rollout during my onboarding process
- Due to my background in varying accounting disciplines, I recognized potential hazards this influx of outside cash could have on the budget and instituted a strategy on the usage of grant funds ensuring that fund balances will continue forward safely after federal funding has ceased.
Accounting Supervisor
Doherty & Associates, LLC
2016.05 - 2020.01
- Promoted from Senior Accountant to Accounting Manager within first nine months with company
- Supervise and train up to 5 senior and staff level accountants performing multiple functions for over 50 clients
- Review and give approval for functions such as payroll processing, bookkeeping services, financial statement preparation, tax projections, cash flow analysis, sales and use tax
- Responsible for the onboarding process of all new clients, establishing efficient procedures and systems used by staff and administrative staff.
Senior Accountant
Checkpoint Systems, Inc.
2014.09 - 2016.05
- Monthly reconciliations and accrual analysis of over $300 million worth of intercompany accounts receivable and accounts payable balances held by over 30 foreign affiliated units
- Perform analytics of all intercompany revenue and cost ensuring proper margins and classification of product lines and whom they were sold to
- Provide detailed reports and statistical analysis of intercompany balances directly to corporate accounting team for preparation of quarterly and annual financial filings
- Perform quarterly flux analysis of intercompany accounts receivable, accounts payable, inventory, revenue and cost of sales and report findings to the US Controller, Global Controller and Chief Financial Officer
- Successfully condensed the intercompany month-end close process down from five days to three providing the financial team two additional days
- This project was accomplished three months ahead of the intended schedule and required coordination with affiliated units around the world.
Staff Accountant
Advance Central Services Inc.
2012.09 - 2014.09
- Oversee the inventory for the five largest Advance Publications, Inc
- Subsidiary newspaper publications
- As a centralized service company, this process was once delegated between three employees before streamlining all manual processes
- Drastically improved efficiency of monthly close functions down from nine days to five all within the first year of employment
- Prepare monthly/annual reconciliations of over one hundred balance sheet accounts
- Provide management and financial reporting team with accurate and timely statistical analysis that is used to prepare budgets and forecasting
- Selected by controller to head up transition of inventory accounting processes for the second and third largest subsidiary companies (Newspaper/Media Publishers).
Staff Accountant
Athey & Co, CPA PA
2007.09 - 2012.09
- Actively participated in pension, financial and physical inventory audits for multi-million dollar private companies, sometimes traveling a week at a time to accommodate clients
- Prepared and completed audit testing for various balance sheet accounts including, but not limited to A/R, A/P, inventory, fixed assets and capital leases
- Extensive experience preparing and reviewing financial statements
- Responsible for reviewing and reconciling multi-million dollar brokerage statements for clients
- Responsible for large workloads and answering to multiple managing partners regarding respective clients
- Five years experience preparing consolidated corporate tax returns with great accuracy
- Five years experience preparing quarterly and annual Federal and State payroll tax Forms 941, 940, 943, NJ-927 and WR-30.
Education
Philadelphia CPA Review
Cherry Hill, NJBS - Accounting
Richard Stockton College
Galloway Township, NJ05.2008
Skills
- MS OFFICE
- Peoplesoft Financial Management
- Oracle
- P-Card Processing Management
- Oracle Hyperion
- T-Recs Enterprise
- QuickBooks
- Quicken
Timeline
Comptroller
Cumberland County Charter Schools Network
2020.12 - Current
Accounting Supervisor
Doherty & Associates, LLC
2016.05 - 2020.01
Senior Accountant
Checkpoint Systems, Inc.
2014.09 - 2016.05
Staff Accountant
Advance Central Services Inc.
2012.09 - 2014.09
Staff Accountant
Athey & Co, CPA PA
2007.09 - 2012.09
Philadelphia CPA Review
BS - Accounting
Richard Stockton College
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