Details-focused CFO / Controller specializing in driving corporate financial success, analyzing key operations performance, initiating cost-effective improvements, partnering with C-Level executives, and upholding high-quality business relations eager to offer 11 years of solid leadership experience toward maximizing an employer s bottom-line.
Top performer who demonstrates a proven record of progression to positions of higher-level responsibility and authority.
Integral leader who excels at understanding clients overall financial positions, performances, industries, and markets, including working with diverse partners, banks, insurance providers, and attorneys to develop valuable partnerships and create key goals.
Out-of-the-box thinker who contributes expertise in budgeting, cash flow forecasting, business valuations, project planning, funding and implementation, and audits, as well as cost-effectively negotiating efforts within deadline-driven environments.
Excellent communicator who builds strong financial teams with low turnover rates and high levels of company loyalty.
Strategic Analysis / Planning
Complex Business / Tax Issues
Private- / Public-Sector Relations
Accounting / Financial Operations
Start-Ups / Business Expansion
Large-Scale Project Management
Short- / Long-Term Business Plans
Budget Development / Management
Team Building / Training
Complex Audit Engagements
Client / Business Communications
Decreased reporting, analysis, and closing cycle from 25 to 7 days as a CFO / Controller for Troy Enterprises, Inc., including achieving cost-effective headcount reductions to increase productivity by assessing and initiating an organizational structure.
Reduced overhead costs and improved staff efficiency by drafting a manual and training staff on the use of Timberline software.
Designed a tax planning matrix forecasting year-end net operating results among 73 operating entities to enable more educated decisions made regarding tax burden reduction strategies, along with initiating a cash flow projection model consolidating all entities projected operating results and cash availability for the upcoming fiscal year for expansions, purchasing, or new projects.
Increased data efficiency and accuracy to ascertain proper job estimates and cost tracking by refining job-cost analysis procedures.
Researched and prepared complete property valuations utilizing Marshall & Swift values, cap rates, and surrounding property value comparisons which resulted in the tax assessor reducing the company s property tax burden by $2.5 million.
CFO / Controller
Apply dynamic leadership talents toward coordinating comprehensive structures and processes to the functional areas of cash and banking, accounts payable, job costing / control, general accounting, human resources, payroll, property management, mortgage portfolio management, budgeting, risk assessment, tax planning, cash flow analysis, and financial reporting.
Build and sustain profitable operations spanning 73 commercial real estate investments within Texas by reducing expenses and developing consolidated accounting / finance initiatives, including handling investments encompassing industrial warehouses; showrooms / buildings; self-storage facility chains; and residential development, tax services, and mortgage lending companies.
Strategically steered cost-effective budgeting, planning, execution, and completion of audit, compilation, and review engagements, including directing all training / development of staff in various procedures performed during critical audits.
Led targeted decision-making in the seamless transitioning from paper to paperless audits, and trained teams in software use.
Performed procedures for clientele encompassing public- and non-public companies (i.e. public utilities, private schools, housing authorities, railroads, hotels, City of Brownsville, Cameron County, Cameron County Sheriff s Department) to include such activities as internal control recommendations, cash receipt and disbursement investigation, and fixed asset valuation.
Senior Associate II
Planned, executed, and completed audit engagements via technical review, including coordinating the scheduling of appropriate staff for the engagement and review of work, as well as leading an engagement for a $29-billion asset financial institution.
Directed Sarbanes-Oxley 404 management assessment of an internal control project for a Fortune 500 restaurant chain, and performed risk assessment, internal control documentation, test plan development, and training for the system s software.
Developed relationships with clients and upper-level management within the firm as a highly recommended auditor, along with creating solid partnerships with public- and non-public companies in manufacturing, finance, service, real estate, and non-profit.
Prepared client financial statements (i.e. balance sheet, income sheet, and statement of cash flows); performed SEC financial reporting requirements (i.e. Form 10, 10-K, 10-Q preparation); ran audit engagements; and completed items via technical review encompassing the coordination of client teams to oversee planning, fieldwork, and completion.
Used audit experience to perform risk assessment and development of audit approach, along with proactively identifying complex accounting reporting, auditing, and tax issues while interfacing with engagement partners to achieve timely resolution.
Contributed strong communication skills toward liaising among public- and non-public company clientele, including distribution, oil and gas, financial services, not-for-profit, and governmental industries.
Planned and executed audit procedures over cash and fixed assets sections of AIG / American General s annual audit balance sheet, including prioritizing and managing tasks among a 5-member associate staff to optimize use of resources and meet goals.
Developed understanding of AIG / American General s role within the company, and designed tests of internal control functions.
Maximized bottom-line results by planning, budgeting, coordinating, managing, and completing audit engagements, including supporting and advising clients in implementing new accounting standards in the preparation of diverse financial statements.
Led audit engagements and 401(k) audits for public- and non-public companies within financial services, construction contractors, non-profit, and government areas upon request of clients and managers.
Bachelor of Arts in Accounting Texas A&M University
Microsoft Office Suite • Microsoft Visio • IDEA • QuickBooks Pro • Peachtree • Quicken
Timberline • Loan Ledger • Event I • AS / 400 • Depreciation Solution
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