Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Tom Haus

Winston Salem,NC

Summary

Highly accomplished and results-driven accounting and financial management executive with 20+ years of progressive experience in finance and operations management. Expertise in streamlining business operations to drive growth, increase efficiency, and boost bottom-line profit. Proven track record in developing and implementing financial controls, processes, and productivity improvements. Solid leadership, communication, and interpersonal skills to establish rapport with staff and management at all levels. Extensive experience in startup companies, including fundraising and successful implementation of cloud-based technology tools.

Overview

29
29
years of professional experience
1
1
Certification

Work History

Owner

Tom R. Haus CPA, PLLC
01.2021 - Current
  • Company Overview: Provider of outsourced accounting and advisory services
  • Assist clients in audits, budget and forecast preparation, accounting, strategic planning and financial statement preparation
  • Worked effectively in fast-paced environments.
  • Provider of outsourced accounting and advisory services
  • Self-motivated, with a strong sense of personal responsibility.

Chief Financial Officer

Qualtrax, Inc.
01.2017 - 12.2020
  • Company Overview: SAAS provider of compliance, document and process management solutions
  • Directed accounting team including Payroll, Accounts Receivable, Accounts Payable, Revenue, Risk Management, Equity Management, Compensation Management and Facility Management
  • Successfully converted the entire accounting and human resource functions from the previous providers
  • Implemented NetSuite which significantly reduced the timeframe to renew customer contracts while providing enhanced visibility around the key metrics of the business
  • Implemented Carta software to manage cap table, valuations and equity management
  • Developed board presentations including financial, sales, contract and customer information
  • Significantly improved accounts receivable days sales outstanding by implementing new collection techniques
  • Implemented sales compensation plans

Chief Financial Officer

Interactive Achievement, LLC
01.2014 - 12.2016
  • Company Overview: High growth global SAAS provider of assessment management and longitudinal data solutions
  • Directed accounting and human resource teams of 6 encompassing Payroll, Accounts Receivable, Accounts Payable, Revenue, Risk Management, Equity Management, Compensation Management, Human Resource and Facility Management
  • Successfully implemented NetSuite including the integration with SalesForce which automated the quote to cash process
  • Spearheaded the expansion of the business into the United Kingdom
  • Oversaw sales expansion including the implementation of sales compensation plans
  • Developed board presentations including financial, sales, contract and customer information
  • Prepared company for successful exit including key roles in management presentations, data room organization and due diligence process
  • Managed banking relationships with Silicon Valley Bank
  • High growth global SAAS provider of assessment management and longitudinal data solutions

Controller and Treasurer

SilkRoad Technology, Inc.
01.2006 - 12.2014
  • Company Overview: High growth global SAAS provider of human capital management solutions
  • Directed global accounting team of 14 encompassing Financial Planning & Analysis, Payroll, Accounts Receivable, Accounts Payable, Revenue, Budgeting & Forecasting, Risk Management, Equity Management, Compensation Management and Facility Management
  • Managed the accounting department which grew from 5 to 14 employees and implemented processes and internal controls for 6 domestic locations and 11 countries
  • Spearheaded the accumulation and presentation of financial and operational information which led to the successful raise of $145M over 4 rounds of financing
  • Oversaw sales growth from $8M to over $60M
  • Integrated the accounting and finance functions related to SilkRoad's 4 acquisitions and 3 joint ventures
  • Implemented sales effectiveness initiative to identify and measure key sales performance metrics
  • Developed board presentations including financial, sales, contract and customer information
  • Successfully implemented sales compensation, equity management and expense management SAAS solutions
  • Initiated process improvement formalizing consistent use of contracts which enabled the company to gain increased knowledge around sales discounting

Controller

New Breed Corporation
01.2001 - 12.2006
  • Company Overview: Third-party logistics provider that helps companies design and operate efficient supply chains
  • Prepared financial records and reports for multiple sites across the United States
  • Supervised general ledger, accounts payable and payroll functions
  • Responsible for sales and use and income tax compliance
  • Organized and supervised various outside audits
  • Key member of the Lawson ERP and the Kronos time and attendance implementations
  • Oversaw revenue growth from $75M to over $200M
  • Managed financial activities for 16 distribution centers in 9 states and the corporate office
  • Managed general ledger, accounts receivable, accounts payable, purchasing and payroll functions
  • Coordinated annual financial audit, 401(k) audit, federal and state income tax returns, sales/use tax audits and property tax audits

Audit Manager

Ernst & Young
01.2000 - 12.2001

Company Overview: Global leader in assurance, tax, transactions and advisory services

  • Oversaw all audits and managed all resources according to established standards and within time and budget
  • Developed audit plans and identified trends and issues for all audit programs
  • Prepared audit plans and programs and associated memorandums
  • Ensured proper audit controls on procedures according to audit methodology
  • Maintained effective working of audit staff and ensured compliance to HR requirements

Senior Accountant

Deloitte & Touche
01.1996 - 12.2000
  • Company Overview: Global leader in assurance, tax, transactions and advisory services
  • Directed all audit activities for staff level accountants in various industries such as manufacturing, communications, insurance, governmental and not-for-profit
  • Budgeted, scheduled and monitored all aspects of auditing activities
  • Reviewed and/or drafted financial statements for various clients
  • Identified and wrote management letter recommendations for the purpose of improving financial performance and efficiencies
  • Evaluated the performance of the audit staff and reviewed with management

Education

Bachelor of Arts -

University of North Carolina At Chapel Hill
Chapel Hill, NC
05.1987

Skills

  • Friendly, positive attitude
  • Problem-solving
  • Teamwork and collaboration
  • Customer service

Certification

Certified Public Accountant

Timeline

Owner

Tom R. Haus CPA, PLLC
01.2021 - Current

Chief Financial Officer

Qualtrax, Inc.
01.2017 - 12.2020

Chief Financial Officer

Interactive Achievement, LLC
01.2014 - 12.2016

Controller and Treasurer

SilkRoad Technology, Inc.
01.2006 - 12.2014

Controller

New Breed Corporation
01.2001 - 12.2006

Audit Manager

Ernst & Young
01.2000 - 12.2001

Senior Accountant

Deloitte & Touche
01.1996 - 12.2000

Bachelor of Arts -

University of North Carolina At Chapel Hill
Tom Haus