Summary
Overview
Work History
Education
Skills
Computer Proficiencies
Timeline
Scott Coulson

Scott Coulson

Shelton,CT

Summary

Dedicated and accomplished Controller with 20 years of extensive experience in Accounting, Finance, Information Technology, and HR. Excellent communication skills. Ability to work well under pressure and meet stringent deadlines. Proven track record of building strong and efficient teams to meet the challenges of growing organizations. Enjoy the challenges of learning new technologies, systems, and skills.

Overview

24
24
years of professional experience

Work History

Controller

Milestone Inc
Shelton, CT
03.2006 - Current
  • Support key business decisions by generating monthly financial reporting packages in Excel that include financial statements, departmental budget vs. actuals, sales performance metrics, gross margin analysis, investment portfolio summary, and KPI data.
  • Design commission structures for over 20 active employees. Track sales and KPI data to formulate commissions. Distribute monthly, quarterly and annual commission statements and review with respective managers and employees.
  • Structured an ASC-606 compliant revenue recognition system for over $2MM in annual service contract and extended warranty revenue.
  • Evaluated several ERP systems and chose a suitable system within budget that meets organization's goals and needs.
  • Administer sales and use tax in over 25 states. Served as point of contact and documentation provider for several state sales tax audits.
  • Responsible for reviewing all business and legal contracts. Negotiate, recommend changes, and request clarification or additional documentation when necessary.
  • Invest $5MM of company funds into a diversified, low-risk portfolio of stocks, bonds, CDs, mutual funds, and various financial instruments. Review investments with top-management. Meet regularly with investment brokers to evaluate performance and discuss strategies.
  • Complete, verify, and process all forms related to government, insurance, banking, HR, and customers' purchasing compliance requirements.
  • Effective handling of foreign currency exchanges and general ledger currency conversions. Hedge against foreign currency loss through use of derivative instruments and strategies.
  • Maintain relationships with insurance agents. Review policy limits for adequate coverages. Evaluate annual health insurance renewal options to contain company and employee cost while sustaining employee satisfaction in company health benefits.
  • Accurately administer payroll for over 40 employees in multiple locations.
  • Monitor State Unemployment Insurance Ratings, protesting erroneous experience charges and attending hearings when necessary.

Partner/Loan Officer/Office Manager

Maple Leaf Mortgage, LLC
Monroe, CT
11.2001 - 03.2006
  • Originated residential mortgage loans and advised applicants on loan programs.
  • Reviewed and analyzed credit, assets, and debt ratios to process consumer loans.

Senior Accountant

Shooting Gallery Inc.
New York, NY
03.1999 - 07.2001
  • Oversaw general ledger system conversion from MAS 90 to Xytec.
  • Functioned as liaison to external audit team, providing account analysis and interpretation.
  • Hired, trained and supervised A/R, A/P, and temporary staff.
  • Handled accounting for 150 leases.
  • Ensured full compliance and completed reporting requirements of a project agreement with the New York City Industrial Development Agency.

Staff Accountant

Hachette Filipacchi Media
Greenwich, CT
07.1998 - 03.1999
  • Responsible for general ledger maintenance of six magazines.
  • Prepared month and year end closings, reconciliations, and financial statements.
  • Worked directly with Controller in monitoring and adjusting bad debt reserves.
  • Integral team member in Peoplesoft general ledger system conversion

Education

Bachelor of Science - Accounting

San Francisco State University , San Francisco, CA
06.1998

Skills

  • Cash Flow Management
  • Credit Management and Risk Mitigation
  • Timely Month and Year-end Close
  • A/R and A/P Management and Supervision
  • Bank and General Ledger Reconciliation
  • External Audit Assistance
  • Budget Variance Analysis
  • Inventory Control
  • Administration of Network, Systems, and Multiple Software Programs
  • Fixed Asset Management
  • Utilization of Macros, Pivot Tables, and VLookup in Excel to Streamline Reporting and Data Import/Export
  • Strong Knowledge of GAAP
  • Onboarding and Benefits Enrollment

Computer Proficiencies

Concur Travel and Expense Management, Namely HR and Payroll, Quickbooks, Fishbowl Inventory Management, MAS 90, Peoplesoft, Microsoft Office 365, Sharepoint

Timeline

Controller - Milestone Inc
03.2006 - Current
Partner/Loan Officer/Office Manager - Maple Leaf Mortgage, LLC
11.2001 - 03.2006
Senior Accountant - Shooting Gallery Inc.
03.1999 - 07.2001
Staff Accountant - Hachette Filipacchi Media
07.1998 - 03.1999
San Francisco State University - Bachelor of Science, Accounting
Scott Coulson