Nancy Caton

Consulting Controller @DeWinter Group

San Francisco, CA, US
MOBILE NUMBERS
+12•••••••91

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WORK HISTORY

Oct 2019 — Present

Consulting Controller @DeWinter Group

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San Francisco, CA, US

Projects included Controller at ConXtech (construction) for 2 years, audit & tax prep, reconciliation catch up & process documentation & improvement for tech startups, construction, large engineering firms. Systems included NetSuite, QuickBooks, Intacct, Deltek, Sage 100, Concur, Tipalti, Brex.

ABOUT NANCY CATON

Contract Consultant specializing in process analysis, operations management, accounting and project management. Extensive financial analysis & project management experience at banks, medium businesses and non-profits. Subject matter & technical expertise in capital markets trading systems, and revenue recognition. Able to investigate the details, while not losing sight of overall strategy. Adept at creating multi-cultural virtual teams in multiple time zones, as well as in person. Specialties: Project Manager & Business Analyst, Capital Markets, especially foreign exchange & currency options, drawing on 20 years in trading & marketing fx and fx special products, capital markets internal control, and trading systems management & analysis. Use case & requirements documentation, functional specifications, process review, implementation, training. Accounting - CFO/Controller medium-sized wholesale business & non-profits, 12 years. Automated A/P, A/R. Process review. Agency & Grant accounts budgeting. 5 years in Internal Control for Foreign Exchange, Currency Options. Produced financials for year-end tax reporting, vendors and lenders for service corporations with and without parts inventory. Consultant to multiple small & medium businesses and non-profits for appropriate accounting software choice and setup, revenue recognition reconciliation, federal contract compliance and reporting, systems & procedure cleanup, and year end tax financials & audit prep. Systems below. Owner\'s rep-school construction. Project manager for corporate moves. Industries - High Tech Software, Automotive dealerships, Transportation & Electrical Engineering, Landscape Architecture. Non-profits - schools, service organizations with federal grants. Technical - RevSym, Intacct, Deltek Vision, Sage Timberline, Black Baud (Financial & Raiser\'s Edge), Quickbooks (all versions), Quicken. Calypso, Opics, FENICS, Murex, SalesForce.

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