Julie McLaughlin
Frederick,CO
Summary
Results-oriented Chief Financial Officer bringing 20+ years of experience with non-profit and for-profit organizations in professional consulting, retail, construction, Service and manufacturing industries. Strong ability to streamline financial and business operations and drive growth with increased efficiency. Excellent interpersonal communication skills. Approachable leader with a history of contributions leading to improved financial performance, heightened productivity and enhanced internal processes. Strengths lie in technical acumen, analytical abilities, problem solving, and ability to communicate and resolve complex issues.
Overview
28
28
years of professional experience
1
1
Certification
Work History
CHIEF FINANCIAL OFFICER
Mountain States Employers Council, Inc., dba Employers Council
07.2005 - 10.2023
- Integral part of executive team that has grown revenue from $15 to $30 million in 10 years
- Prepared and presented financial results and analysis to a 25–30-member Board of Directors consisting of prominent CEOs
- Successfully completed two mergers and opened three satellite offices
- Grew reserve portfolio from $1.9 to over $36 million
- Facilitated sale of Denver facility while reducing operating costs
- Implemented a long-term financial analysis and cash flow forecast to position the company for future growth & stability
- Developed, maintained, and continually enhanced internal controls
- Implemented CRM technology to support 30 service lines by defining business requirements, managing implementation, and training staff
- Ensured seamless annual financial audit with no adjustments required
- Continually improved annual budget process for 18 Executives & Directors
- Managed financial applications, developed enhanced and automated reporting and continually improved financial technologies
- Managed lending and treasury relationships
- Successfully mentored and developed an accounting team of 8 professionals including skills enhancement, communication & efficiency
- Continually implemented security measures including positive pay, lockbox, remote deposit, click to pay on company website, and ACH payments
- Managed three significant investment portfolios exceeding $110 million including the initiation of trades and collaborating with investment advisors
- Administered a defined benefit pension plan and a defined contribution plan for over 200 employees
- Responsible for coordination, agenda, minutes and presentations for Audit Committee and Retirement/Investment Committee of the Board of Directors
- Responsible for risk management and insurance contracts.
CONTROLLER
Fresh Produce Retail, Inc
12.2000 - 07.2005
- Directly responsible for all aspects of financial management
- Established financial reporting systems, accounting policy, internal controls, and procedural documentation
- Facilitated sales growth improvement from $6.6 to $11.2 million in four years
- Primary liaison between the company and general counsel on all legal issues, including the negotiation of retail lease contracts
- Initiated the organization and facilitation of a regular Finance Committee Meeting
- Redesigned and implemented debt restructuring to compliment cash flow
- Responsible for strategic planning, development, tracking and implementation of performance targets
- Spearheaded the design, tracking and implementation of an incentive compensation plan for store managers
- Provided computer systems and software support to 13 retail stores nationwide
- Co-championed the development of a physical inventory procedure
- Converted accounting software to MAS200 to enhance automation
- Responsible for managing accounts payable, general ledger, payroll, month-end close, financial reporting, income tax planning, sales/use tax filing/compliance, forecasting, budgeting, cash management, hiring, training, audit, and preparation of GAAP based financial statements.
AUDIT SUPERVISOR
Clifton Gunderson LLP
09.1999 - 12.2000
- Supervised all aspects of the planning, preparation, performance, and review of financial audits in a variety of industries including construction, manufacturing, retail, and employee benefit plans
- Responsible for developing and maintaining client relationships
- Reviewed audit work and trained staff on audit procedures
- Prepared financial statements in accordance with GAAP
- Delivered Board of Directors presentations of audited financial statements and internal control findings
- Consulted with clients on accounting implementations, efficiencies, and internal control
- Partnered with the tax department to prepare tax returns
- Championed the use and implementation of ACL software to aid in audit process automation
- Promoted 07/2000 from Audit In-Charge to Audit Supervisor.
AUDIT SUPERVISOR
Rhode, Scripter & Associates
08.1995 - 09.1999
- Supervised all aspects of the planning, preparation, and performance of financial audits in a variety of industries including construction, manufacturing and not-for-profit
- Maintained client relationships
- Reviewed audit work, prepared financial statements in accordance with GAAP, coordinated and trained audit teams, researched technical issues & resolved issues for clients
- Delivered Board of Directors presentations of audited financial statements and internal control findings
- Prepared individual, corporate, partnership, 990 and 5500 tax returns
- Received three promotions within 4 years
- Continually recognized for technical ability, hard work & attention to detail.
Education
Bachelor of Science - Accounting
Minnesota State University, Mankato
Skills
US GAAP
Consolidating Entities
Corporate Leadership
Operational Management
Problem Solving
Mentoring & Training
Financial Analysis
Budgeting Development
Financial and Cash Flow Forecasting
Strategic Planning
Process Improvement
Mergers & Acquisitions
Risk Management
Human Resources
Technology Implementations (ERP/CRM)
Policy Development
Infrastructure Planning
Payroll
Audit
Sage Intacct
Microsoft Dynamics SL
Management Reporter
Microsoft O365 (Expert Excel)
SharePoint
Certification
Certified Public Accountant, Colorado
Affiliations
Colorado Society of Certified Public Accountants
Timeline
CHIEF FINANCIAL OFFICER
Mountain States Employers Council, Inc., dba Employers Council
07.2005 - 10.2023
CONTROLLER
Fresh Produce Retail, Inc
12.2000 - 07.2005
AUDIT SUPERVISOR
Clifton Gunderson LLP
09.1999 - 12.2000
AUDIT SUPERVISOR
Rhode, Scripter & Associates
08.1995 - 09.1999
Bachelor of Science - Accounting
Minnesota State University, Mankato
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