Elizabeth Massie
Chico,CA
Summary
Experienced leader in finance and consulting with a strong foundation in accounting principles, project management, and ERP systems. Passionate about sharing knowledge through engaging lectures and facilitating interactive discussions in the classroom. Proven track record of effectively engaging diverse teams and fostering a collaborative learning environment within organizations.
Overview
10
10
years of professional experience
Work History
Acumatica ERP Consultant
SWK Technologies
Remote, CA
04.2023 - Current
- Established and oversee the Acumatica Coffee and Chat consultant learning path, facilitating ongoing education for Acumatica consultants. This initiative has evolved into a company-wide platform, fostering cross-departmental collaboration while providing both software education and cross-training opportunities.
- Leading a $10 million ERP implementation project, driving process enhancements, ensuring compliance with accounting standards, testing and documenting all development requirements, and conducting stakeholder trainings.
- Collaborate with clients to define key business processes, policies, ensuring tailored support during product implementation for optimal outcomes.
- Design finance reporting structures encompassing financial statements, cost accounting structures, and KPI dashboards.
- Experience in implementing various ERP modules including Finance, Manufacturing, Projects/Construction, Purchasing, Sales Orders/E-Commerce, Inventory, and Fixed Assets.
- Develop comprehensive customization requirement documents outlining software modifications and their impact on workflow.
Plant Controller
Truroots
Chico, CA
09.2022 - 04.2023
- Instrumental in the implementation of NetSuite with standard costing, item setup, processes/workflows, created BOMs and routing steps, and accounts payable.
- Manually conducted 2 plant wide physical inventory counts to adhere to the auditors request without using an ERP system to assist in the project.
- Used best practice models to analyze large amounts of data and share insights. I was able to identify inventory items that were originally charge for using an incorrect standard costs that amounted to over $200,000 as well as corrected the EDI connection between our shipping hubs and our customers to ensure accurate inventory levels.
- Assisted in managing the divesture process from Smucker's Foods while implementing a new system, and was able to consolidate reporting between the systems to maintain financial records.
- Support operational management in analyzes for the co-pack business, item profit & loss, and items marked for liquidation.
Chief Financial Officer
Capay Farms, Inc
Orland, CA
01.2019 - 09.2022
- Oversees administrative and finance operations and policy. Introduced a purchasing policy that reduced administrative supplies by 32% and shop supplies by 18% over 2 years.
- Automated crop payment allocations which reduced turnaround time to owners by multiple days, feeds cash flow projections instantaneously, and eliminated duplicate entry.
- Successfully implemented a new ERP system (Acumatica) and payroll software. This effectively eliminated 1 FTE. Converted the financial reporting system from cash based accounting to an accrual base accounting system with a conversion to cash for tax purposes.
- Developed inventory processes for water management, chemical/fertilizers, irrigation parts, and trees. Includes implementing a bid process, internal controls, monthly counts/audits, and actual costing of materials to ranches where the products were consumed.
- Developed project management procedures for orchard development projects and CAPEX improvements. Including an NPV/ROI analysis template to evaluate the profitability of projects.
- Research historical financial and operating records to establish budgetary benchmarks, evaluate billing rates and formulate long-term financial management strategies.
- The finance team consists of 5 members with multiple skillsets. I have created a development plan that was adopted company-wide and encourages employees to achieve their career goals within and outside the organization.
Financial Analyst
Capay Farms
Orland, CA
01.2018 - 01.2019
- Utilized statistical, economic and financial principles and techniques to consolidate multiple company transactions across 60 ranch locations and 11,000 acres of operating land.
- Implemented Smartsheets throughout the organization as a way to start documenting processes to advocate for a new ERP system.
- Developed standard costs for job activities across the ranches that are standard practice in all financial analysis. These were used in IRR, NPV calculations for purchasing property, or redeveloping an existing orchard.
Accounting Manager
North State Radiology Medical Group
03.2017 - 02.2018
- Oversaw the accounting department while developing staff while preparing financial statements, K-1s, and operating reports.
- Created an audit process to verify patient receipts to cash to ensure the amount of write-offs was accurate. This resulted in one entity over reporting revenue which resulted an additional $150k dividend disbursement to NSR.
- Extracted data to generate proformas, project cashflows, payment analysis, and productivity reports used for compensation and contract negotiation.
- Assisted the CEO in improving business processes and evaluating vendor relationships to become more efficient and reduce costs.
- Presented financial reports using visualization tools at board meetings to convey technical/financial information for decision making purposes.
Accounting Supervisor
Work Training Center
11.2013 - 03.2017
- Supervised finance functions: A/R, A/P, PR, Inventory, and Month-End.
- Worked with multiple department managers to develop budgets that align with the corporate goals.
- Improved multiple business processes such as sales tax reporting, inventory, costing methods, month end processes, and payroll.
- Prepared financial statements in accordance with GAAP, ratio reports for the finance committee.
Education
Master of Business Administration - Enterprise Information Systems
California State University
Chico, CA01.2018
Bachelors of Science - Business Administration And Accounting
California State University, Chico
Chico, CA01.2013
Skills
- Cost and Inventory Management
- Budgeting and Cash Flow Projections
- General Ledger Consolidation and Reconciliation
- Month-End and Year-End Closings
- Tax and Audit Preparation
- Management Accounting and Departmentalized Financial Analysis
- Strategic and Annual Planning
- Leadership and People Development
Software Experience
Truroots
ERP Systems
- Proficient: Acumatica, NetSuite, Famous, Microsoft Navision (Dynamics)
- Experienced: SAP, EPICOR
Accounting and Finance Systems
- Proficient: QuickBooks (QB), QB Online, QB Self Employed, Merge Financials
Payroll Providers
- Proficient: WorkForce Go!, Paychex
Other Software
- Proficient: Smartsheets, Microsoft Suite, Google Suite
- Experienced: Microsoft BI, Tableau, MySql, MS Access
Timeline
Acumatica ERP Consultant
SWK Technologies
04.2023 - Current
Plant Controller
Truroots
09.2022 - 04.2023
Chief Financial Officer
Capay Farms, Inc
01.2019 - 09.2022
Financial Analyst
Capay Farms
01.2018 - 01.2019
Accounting Manager
North State Radiology Medical Group
03.2017 - 02.2018
Accounting Supervisor
Work Training Center
11.2013 - 03.2017
Master of Business Administration - Enterprise Information Systems
California State University
Bachelors of Science - Business Administration And Accounting
California State University, Chico
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