Patrick Muldoon -

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Work Background

Patrick Muldoon CPA - CPA & Business ConsultantCPA & Business Consultant

Jun. 1995Windsor, ON Canada | Detroit, MI USAAreas of Expertise * Leadership, Management & Team Building * Financial Reporting, Forecasting & Budgeting, Technical Accounting * Operating & Capital Budgeting * Business Intelligence & Data Analytics, Problem Solving * Communications & Presentations * Advanced Business Technology: Accounting Systems, CRM, Office Productivity, Project Management, Databases, BI & More * Manage Relations With External Partners, Owners, Stakeholders, Regulatory Bodies * Personal: Integrity & Ethics, Adaptability, Attention To Detail, Innovative Thinking, Collaborative Mindset, Passion For Technology Other * Over 35 years of experience in accounting, business and finance and nearly 40 years of experience with business software. * Advanced knowledge and experience with the entire accounting and finance department including hands-on and expedient completion of accounting and bookkeeping tasks, financial statements, management reporting, cost analysis, cash flow & debt management, business projections and budgeting, bookkeeping, personal and corporate tax. * Implemented an array of business software products and services in order to manage and analyze the business more effectively, sell more, save money, facilitate internal and external communications and become more productive. * Optimize business software integration and automation, sales processes, lead management and conversion and business operating systems, the apps which run the operating and back end of a business. * In-depth knowledge and experience with Microsoft Office, Excel, Sage 300 ERP (Accpac), Sage 50 (Simply Accounting) and the suite of 40+ Zoho Applications that help manage an entire business with simple, affordable, integrated and automated apps. Created cloud-based business apps with Zoho Creator to manage specific data and processes. * Understands that a business can become even more profitable and more productive, with less time, energy and money, if you simplify, integrate and automate.

Patrick Muldoon CPA, CAMy Common CFO/Controller Duties

Aug. 2014 - Jun. 2019My Common CFO/Controller Duties Too much to repeat on each job so I have listed my recurring duties here. Budgeting and cost analysis: Operating and capital budgets - leader, organizer, preparer and analyst. Banking and finance: Manage cash flow daily. Originate, manage and optimize loans and leases Manage payments - accounts payable and payroll cheques, wires and EFT transfers. Manage or review deposits. Financial accounting, audit and tax: Manage all aspects of the accounting and finance department, including transactions, reconciliations, financial reporting, management reporting and analysis, inter-company accounts, internal controls, budgeting, projections, payroll, staff management and direction. Liaison with external audit staff, bankers, lenders, government authorities and other external parties. Evaluate systems and procedures in an effort to simplify, integrate and automate. Review, update and maintain an effective system of internal controls. Business planning, projections and forecasts. Help with business technology And so much more!

NRT Canada Inc. and NRTC Equipment Sales Inc.Chief Financial Officer and Controller

Nov. 2015 - May. 2019Tilbury, ON Canada* see 'My Common CFO/Controller Duties' (below) - for multiple companies. * Leadership of the administrative, accounting, financial, and risk management operations. * Involved in all aspects of splitting the business into two separate companies. * Developed Excel models for the following: manufacturing commissions; month-end inventory reconciliation and adjustments; expense reporting; monthly credit card transaction analysis; purchase order analysis; financial projections and forecasts; advanced financial statement presention; daily cash availability; recommended vendor payments; task and to-do list; loans and leases continuity schedule; monthly balance sheet audit and accounting workbook; monthly bank margin reporting; dashboard using Google Sites; advanced daily bank reconciliation analysis; integrated Microsoft Access to the accounting system for advanced search and reporting; developed an advanced property, plant, equipment depreciation and continuity schedule. Implemented an advanced face-recognition and cloud-based time-clock system for recording staff time and attendance with integration into the payroll system. * Moved email and office productivity software from Google Suite to Office 365 and setup Microsoft Teams for collaboration. * Completed detailed audit work files and lead sheets for the auditors.

Select Tool Inc.Chief Financial Officer and Controller

Sep. 2014 - Nov. 2015Windsor, Ontario Canada* 'My Common CFO/Controller Duties' (see below) - for multiple companies. * Designed and created several reports and forms for Sage 300 ERP (Accpac) for job costing, invoicing, purchase orders and special reports. Created new financial statement designs for improved presentation and analysis. * Created an HR Management program in Microsoft Access. * Created receivables aging module and monthly insurance calculations to support Export Development Corp (EDC) requirements, by jurisdiction. * Loans and leases origination with banks, loan companies and private lenders. * Set up estimating and job costing cost centres for budgeting. * Created model for 24-week cash flow projection. * Implemented Timeclock Plus software to automate staff time and attendance and integrated it with Sage ERP payroll. * Liason and data provider for government grants

Valiant Machine and ToolBudget Controller and Financial Analyst

Jul. 2011 - Sep. 2014Windsor, ON* Prepared monthly and YTD operating and capital budget reports with detailed variance analysis against actual cost. * Designed and implemented complex financial models and techniques for financial and cash flow planning, cost analysis and overhead rate development. Provided custom reports and analysis to support ongoing projects for the Board of Directors. * Leader and developer of the corporate group Operating Budget and Capital Budget. * Interacted with and assisted all department managers, executives and Board of Directors. * Created several major custom designed and programmed financial tools to significantly reduce processing time and enhance analysis of weekly / monthly / YTD financial and operating information: Sophisticated forecasting and budget-vs-actual variance model for all operating expenses for all cost centres; * Hours utilization analysis model to determine productivity of hours recorded; * Capital budget forecast and budget-vs-actual variance model which includes an ROI analysis and detailed CapEx submission form; * Detailed overhead rate calculator to determine cost types and rates by cost centre; * Cash flow projection to provide an analysis of the timing of billed and projected revenue; * Re-designed corporate financial statements and related monthly review reporting to a more automated and effective model. * All projects were developed with a combination of Access, Excel and enhanced Visual Basic programming, along with programs to extract data from the SAP accounting system database.

Sport Fest WindsorFinance and Technology Officer (Volunteer)

Apr. 2008 - Jul. 2014Volunteer as Finance and Technology Officer for Sport Fest Windsor, a non-profit organization helping people become more aware of the desperate need for organ & tissue donation (http://www.SportFestWindsor.org)

Self-EmployedFinance, Marketing & Technology Consultant

Jun. 1995 - Jun. 2011Achievements: * ACCPAC Accounting Systems (now Sage 300 ERP) Certified Consultant since 1988 (over 25 years’ experience) * Assisted companies in many locations in Canada / USA with custom financial reporting Responsibilities: * Assisted with financial statements, management reports, cost analysis, cash flow and debt management, management of accounting staff and monitoring of all accounting functions. * Provided needs analysis, implementation, training and support for accounting systems. * Possessed in-depth knowledge of business information systems, networks, customer relationship management, productivity software, web design and internet marketing. * Provided tax planning and preparation of Canadian and U.S. individual income tax returns and Canadian corporate income tax returns as well as all government remittances. * Provided corporate financial planning assistance with respect to cash flow analysis, business planning, investment planning and budgeting. * Provided design, installation & support of web-based and local business technology solutions, including website design & creation and Google Applications setup and training * Advanced online marketing including opt-in and auto-responder set up, search engine optimization (on-page and link building), Local Search optimization, creation of web video, article & press release marketing and social media design and set up. * Created cash flow programs and yearly financial projections for bank financing. * Created new financial and management reporting systems, with emphasis on monthly financial statement analysis and cost control. * Designed detailed management systems, including policies and checklists. * Provided needs analysis, implementation, training and support for financial accounting and management information systems.

Hansen’s TransportVP Finance

Apr. 2009 - Jan. 2010Kingsville, ONNote: short stay here was due to the company going into receivership many years of losses. Achievements: * Installed and customized a high-end accounting system; trained staff on operations. * Created database programs to extract and analyze data from the accounting system. * Created a new cash flow program and yearly financial projections. * Created a new financial and management reporting system, with emphasis on monthly financial statement analysis and cost control. * Designed a detailed management system including policies and checklists. Responsibilities: * Prepared monthly and YTD financial statements and tax reports * Assisted with financial and management reporting, cost analysis, cash flow and debt management, management of accounting staff and monitoring of all accounting functions. * Creation of new corporate business plans and relationships with creditors.

Debt Freedom Canada Inc.VP Finance (Contract Work)

Jan. 2006 - Mar. 2007Burlington, ONAchievements: * Selected to take over project management of the entire company technology and business information systems. Responsibilities: * Prepared monthly and YTD financial statements and tax reports * Custom financial and management reporting and management of accounting staff. * Created and updated company business plans and forecasts for 2006 and beyond. * Assisted with new Customer Relationship Management (CRM) system and Intranet Portal. * Created all financial projections for a Debenture Offering

Rafih AutomotiveController

Jun. 2004 - Sep. 2005Windsor, ONAchievements: * Customized high-end accounting system for dealership needs. * Created database programs to extract and analyze data from the accounting system. * Created custom systems for cash flow analysis, commission reporting & vehicle sales. Responsibilities: * Prepared monthly and YTD financial statements and tax reports * Custom management reporting, cash flow, financial projections and ratio analysis. * Management of accounting staff and monitoring of all accounting functions. * Cash and financial resource management.

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