Emily O'Rourke
Savannah,GA
Summary
Strategic-thinking individual well-versed in accounting principles and regulations with strong background in financial analysis, budgeting and forecasting. Motivated to keep company financial operations compliant, accurate and cost-effective. Offering engaging and pleasant personality with expertise improving internal relationships. Ready to bring 20+ years of experience and take on challenging new role.
Overview
23
23
years of professional experience
Work History
Controller
7 Mindsets
Roswell, GA (Fully Remote)
10.2021 - Current
- Recognized as inaugural Leader of the Quarter (Q2 2023) by Executive Leadership Team
- Served on Executive Leadership Team from Jan 2022 - Feb 2023
- Migrated ERP from Sage Intacct to NetSuite in 2023, less than 3 months to go-live
- Implementing Avalara Sales Tax, NetSuite Planning and Budgeting, and NetSuite AP Automation to go-live January 2024
- Successfully integrated 2 acquisitions made in January 2022 for all financial management and reporting – both migrated off separate QBO accounts to Sage Intacct and subsequently to NetSuite
- Run financial model for rolling 8 quarters that includes projections for Gross/Net retention, COGS/OPEX and EBITDA
- Carefully monitor cash position on a weekly basis to remain in compliant with liquidity and ARR ratios required by debt covenants and determine when to draw and payback revolver loan
- Managed financial, operational, and governance due diligence for private equity investment in December 2021
- Selected independent audit firm through own sphere of influence, first year audit yielded zero audit adjustments and unqualified opinions for 2021 and 2022 fiscal years
- Developed internal and external financial and debt covenant reporting for management, PE partner, and Creditors
- Transitioned all outsourced accounting services in-house and developed the highest performing team in the company
- Manage team of 2 for all Accounting, Payables/Collections, Payroll, Billing, Revenue Analysis and Financial Forecasting
Fractional Controller
Acuity Accounting & Business Services
Atlanta, Ga
09.2015 - 09.2021
- Supported all levels of the financial function from basic bookkeeping cleanup to advisory services for startups and small businesses.
Progressive Roles in Finance & Accounting
LexisNexis
Alpharetta, Ga
05.2003 - 06.2012
- Director of Financial Planning & Analysis for Screening Services Division, 2009-2012
- Director of Financial Reporting & Analysis in Corporate Finance, 2005-2008
- Senior Internal Auditor, 2003-2005
Senior Financial Auditor
KPMG Professional Services
Atlanta, GA
09.2000 - 04.2003
- Recognized as Exceptional Performer by Senior Management in 2002.
Education
Bachelor of Science - Accounting
Auburn University
Auburn, ALMaster of Science - Accounting Information Systems
Auburn University
Auburn, ALSkills
- Problem Solving
- Budgeting and Forecasting
- Profitability Analysis
- Performance Metrics
- Treasury Management
- Team Building
Volunteer & Interests
- Serve on Finance Council and Endowment Committee at my church
- Love to camp, crochet, workout and spend time with family
Timeline
Controller
7 Mindsets
10.2021 - Current
Fractional Controller
Acuity Accounting & Business Services
09.2015 - 09.2021
Progressive Roles in Finance & Accounting
LexisNexis
05.2003 - 06.2012
Senior Financial Auditor
KPMG Professional Services
09.2000 - 04.2003
Bachelor of Science - Accounting
Auburn University
Master of Science - Accounting Information Systems
Auburn University