Kevin Franson

F

Accounting Manager – Business Development

FinOps Advisors

Jul 2023 - Current (2 years 10 months)

• Oversaw team of 3 employees for daily reconciliations and AP/AR processes for 20+ clients. • Trained bookkeepers to understand GAAP and properly reconcile transactions. • Provided and oversaw daily KPI reports for 4 Ecommerce clients that gave insight into daily product performance based on advertising spend. • Maintained daily cash-flow forecasts so executives could make informed business decisions. • Calculated landed costs for Ecommerce products and suggested ways to cut costs for a better profit margin. • Onboarded new clients with historically bad financial statements. Retroactively fixed historical errors and produced relevant and reliable financial data. • Oversaw the monthly closing of books for 5+ clients. Generated journa

W

Controller/Payroll Manager

Welch Olsen LLP

Oct 2022 - Jul 2023 (10 months)

• Full Oversight of Cash, AR, AP, and financial reviews for accounting clients. • Management of Quarterly S-Corp Payrolls (300+ recurring quarterly payrolls). • Processed monthly payroll for 500 worksite employees.

Implementation Consultant

Divvy

Feb 2022 - Oct 2022 (9 months)

• Daily contact with small business owners and top finance/accounting executives to teach them the Divvy platform. Overcame potential roadblocks on product usability. • Documented daily activity in Salesforce, managed pipeline of ~150 SMB sized businesses that drove revenue for the entire company. • Maintained an in-depth knowledge of expense reporting and accounting practices across many different industries.

A

Sr. Accountant

Asserta Health

Aug 2021 - Feb 2022 (7 months)

• Oversaw entire accounting process start to finish. • Created and implemented policies for segregation of duties to protect against fraud potential. • Historically reviewed and cleaned up financial statements to reflect reality. • Used Everee payroll software to process and run weekly and semi-monthly payrolls. • Proposed and implemented new payroll software (Gusto). • Followed GAAP guidelines in daily reconciliations and GL review. • Provided solutions to automate daily and monthly accounting tasks.

P

Sr. Accountant

ProvenCFO

Feb 2018 - Aug 2021 (3 years 7 months)

• Communicated with business owners/executives on a daily and weekly basis to meet their accounting needs. • Gathered necessary documents from clients to secure $7 million+ in loan funding for small businesses during the COVID-19 pandemic. • Daily reconciliation and GL reviews for 40+ different entities (over $1 B worth of transactions). • Managed multi-million-dollar annual payroll across 16+ entities with 200+ employees. • Prepared monthly financial statements for clients in preparation for partner review. • Uses relevant, real-time, data to create reliable KPI dashboards and management reports • Prepared draft comparative financial analysis, cash flow forecasts, and notes to the financial statements. • Interfaced with clients on

About

Detail

Timeline

Résumé