Max Surikov, CPA
Springboro,OH
Summary
Accounting professional with extensive ERP expertise in Oracle and Epicor Kinetic, skilled in enhancing financial reporting and compliance. Demonstrated success in managing month-end closings and general ledger reconciliations, leading teams to optimize processes. Strong analytical abilities and effective communication promote collaboration and drive results in dynamic environments.
Overview
30
30
years of professional experience
1
1
Certification
Work History
Staff Accountant
Hardy Diagnostics
Springboro, USA
08.2024 - Current
- Managed month-end closings by preparing and reviewing financial statements, plus journal entries for accruals, prepaids, fixed assets, depreciation, and amortization, using Excel and Epicor Kinetic for accurate and on-time recording.
- Managed monthly general ledger reconciliations, fixed discrepancies under GAAP, tracked fixed assets and depreciation schedules, reviewed variances, and explained key changes to maintain controls and support closings in a manufacturing setting.
- Managed sales tax exemption VDA project with Avalara, developed standard procedures for better compliance and speed, and worked with other teams to check data accuracy and create monthly reports and presentations.
- Helped with audits by supplying documents and explanations to handle compliance and risks; guided team members on month-end work to build skills and improve processes through teamwork and new ideas.
Owner
Maxim Photo Studio
Springboro, USA
05.2005 - Current
- Managed day-to-day operations and long-term plans for a wedding and portrait photography studio for over 20 years, including efforts that led to industry recognition for service quality.
- Supervised a team of six photographers, providing training and coordination to meet client needs and produce reliable results.
- Handled client consultations and sales, recommending custom packages to encourage repeat work and referrals.
- Photographed over 1,100 events, such as weddings, family sessions, and professional headshots.
Senior ERP Analyst
Lighthouse Technologies, Inc.
Dayton, USA
08.2007 - 09.2008
- Acted as lead expert on ERPWatch processes for a major Oracle R12 rollout, applying ERP experience to set up stable systems and connect financial components.
- Reviewed client financial workflows with accounting input, found areas for fixes, and updated ERP reports and safeguards for better reliability.
- Gathered input through stakeholder meetings, converted accounting requirements into workable Oracle R12 features for easy setup.
Senior Consultant
BearingPoint - Government Consulting
McLean, Virginia
01.2004 - 08.2007
- Led design and configuration of Oracle 11.5.10 Accounts Receivable, Fixed Assets, and Cash Management modules.
- Directed data conversion efforts, overseeing migration of legacy AR, FA, and CE data into Oracle ERP via six custom interfaces.
- Facilitated cross-functional workshops to gather requirements for AR invoicing, fixed asset depreciation, and cash forecasting functionalities.
- Managed testing and hypercare support post-implementation, resolving real-time discrepancies in AR collections, FA capitalization, and CE reconciliations.
Principal Consultant
Oracle – Federal Consulting
Reston, USA
10.2000 - 12.2003
- Supported Oracle ERP setups on key federal projects in Washington, DC, drawing on an accounting background to collect stakeholder needs and outline financial steps.
- Examined data from old systems to spot issues and guide transfers to Oracle Financials modules like Accounts Receivable and Payable for federal use.
- Checked results after go-live, ran tests on system function and rules like FFMIA, and ensured operations ran well for audits.
Senior Consultant
PwC, LLP – Consulting
Fair Lakes, USA
07.1997 - 10.2000
- Applied financial and accounting basics to Oracle Financials, assisting with setups for budgets, reports, and transactions that fit federal needs.
- Reviewed existing systems for data problems, suggested fixes for smoother links to modules like GL, AP, AR, and Cash Management.
- Assisted with workflow updates and end-to-end system builds, including mapping steps, ERP tweaks, and testing to boost accuracy.
Staff Auditor
KPMG Peat Marwick, LLP
Washington, USA
08.1996 - 07.1997
- Carried out financial audits for government clients, helping lead auditors collect proof and check transactions to follow GAGAS (Yellow Book) guidelines.
- Reviewed finances in detail and checked controls, confirming matches with federal rules and GAAP/GASB via document checks, reconciliations, and reviews for solid reporting.
- Teamed up with auditors and clients to organize work files, outline issues, and put together reports for on-schedule audit results and growth in public accounting.
Education
Bachelor of Business Administration - Accounting Concentration in Accounting Information Systems
James Madison University
Harrisonburg, VASkills
Epicor Kinetic
GAAP compliance
ERP systems expertise
General ledger reconciliation
Cost Management
Tax compliance
Team leadership
Internal controls
Variance analysis
Cash flow management
Accounts receivable management
Month-end closing
Fixed assets accounting
Avalara AvaTax and ECM
Oracle FinApps
Microsoft Office Suite
Certification
Certified Public Accountant (CPA), Virginia, 03/01/98
Clearances
Top Secret, 06/01/07, Currently Inactive
Languages
Russian
Professional
Timeline
Staff Accountant
Hardy Diagnostics
08.2024 - Current
Senior ERP Analyst
Lighthouse Technologies, Inc.
08.2007 - 09.2008
Owner
Maxim Photo Studio
05.2005 - Current
Senior Consultant
BearingPoint - Government Consulting
01.2004 - 08.2007
Principal Consultant
Oracle – Federal Consulting
10.2000 - 12.2003
Senior Consultant
PwC, LLP – Consulting
07.1997 - 10.2000
Staff Auditor
KPMG Peat Marwick, LLP
08.1996 - 07.1997
Bachelor of Business Administration - Accounting Concentration in Accounting Information Systems
James Madison University