Summary
Overview
Work History
Education
Skills
Volunteer & Interests
Timeline
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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
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
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
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
09.2000 - 04.2003
  • Recognized as Exceptional Performer by Senior Management in 2002.

Education

Bachelor of Science - Accounting

Auburn University
Auburn, AL

Master of Science - Accounting Information Systems

Auburn University
Auburn, AL

Skills

  • 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

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Emily O'Rourke