Experience

Technical Response Inc (Formerly Innovate Manufacturing)

• United States
• Plastics Manufacturing
• 1 - 100 Employee

• Chief Financial Officer

  • Mar 2023 - Present

  Knoxville, Tennessee, United States Technical Response, Inc. is an injection molding manufacturing company. Our primary product is the Gatorade series of Gx sports hydration bottles.



Jack Banfield LLC

• Chief Financial Officer

  • Oct 2021 - Aug 2022

  Fleming Island, Florida, United States A start-up holding company initially established for various construction, education, and infrastructure development operations in Sierra Leone. Headquarters for operations were originally planned for South Africa and Florida. Company funding for this mission was arranged, subject to a financial Guarantee. The guarantee was not forthcoming, thus ending the mission. The activities below were accomplished in anticipation of the full implementation of the original… Show more A start-up holding company initially established for various construction, education, and infrastructure development operations in Sierra Leone. Headquarters for operations were originally planned for South Africa and Florida. Company funding for this mission was arranged, subject to a financial Guarantee. The guarantee was not forthcoming, thus ending the mission. The activities below were accomplished in anticipation of the full implementation of the original mission. Coordinated multi-country, multi-currency financial and management system using Sage Intaact Incorporated electronic processing of Accounts Payable utilizing OCR and electronic payments Incorporated document management system, with OCR and indexing for all documents. Incorporated a full Material Requirements Planning (MRP) for the anticipated manufacturing activities Coordinated the setup of the HR and Payroll Systems and an interface with the financial system Developed Finance Department organization and prepared job descriptions for all positions Show less



City of Port Orange

• United States
• Government Administration
• 100 - 200 Employee

• Chief Financial Officer and Finance Director

  • Feb 2019 - Aug 2021

  Port Orange, Florida Municipal Government for City of 62,000, just south of Daytona on Florida’s east coast. Port Orange is a Full-Service City with an operating budget of $122M and 500 employees. CFO and Finance Director - One of nine direct reports to the City Manager. Responsible for a Finance Department of 34, in five divisions - Accounting, Budget, Purchasing, Grants, and Utility Billing. Created and managed a budget of $122M in 39 funds and prepared Truth-in-Taxation compliance… Show more Municipal Government for City of 62,000, just south of Daytona on Florida’s east coast. Port Orange is a Full-Service City with an operating budget of $122M and 500 employees. CFO and Finance Director - One of nine direct reports to the City Manager. Responsible for a Finance Department of 34, in five divisions - Accounting, Budget, Purchasing, Grants, and Utility Billing. Created and managed a budget of $122M in 39 funds and prepared Truth-in-Taxation compliance reporting Finance leader for the implementation of new Workday financial and human capital software Implemented the use of Municast and Tableau software applications for enhanced management and financial forecasting, and reporting Received the GFOA award for City for both ACFR and Budget for each year of tenure Hired a new Assistant Finance Director, an Assistant Budget Manager, and a Purchasing Manager; promoted staff to the Budget Manager and the Customer Service Manager positions. Updated Purchasing Ordinance and Manual to incorporate enhanced P-Card processing and FEMA Guidelines Initiated a study for the general fund and internal service fund allocation methodology for vehicle and building maintenance, IT, lease and replacement, and risk management Developed scope for an RFI for applications that enhance risk analysis of projects and fixed asset capital programs to provide a framework for funding allocation Developed an RFI for the Workday Adaptive Planning budget application Developed an RFP for new Utility Billing Software Conducted department-wide SWOT and Theory of Constraints bottle-neck analysis Completed Chamber of Commerce Leadership program; sent two managers the following year. Member of ERP/IT City Steering Committee Set up a program to receive and use just under $10M in ARPA grants Capital Improvement Program enhancements Completed required Florida Investment Officer Training Hired/Mentored High School Finance Intern Show less



Northern Virginia Community College

• United States
• Higher Education
• 700 & Above Employee

• Adjunct Professor

  • Dec 2017 - Jul 2019

  Woodbridge, Virginia Community College, accredited by SACS, serving about 53,000 credit and continuing education students Professor of Accounting - Taught Principles of Financial Accounting and Principles of Managerial Accounting.



Addison, Texas

• United States
• Government Relations Services
• 1 - 100 Employee

• Interim Chief Financial Officer

  • Jan 2016 - Sep 2016

  Addison Texas Municipal Government for Town of 15,400, serving a daytime population of over 100,000 in the northern sector of the Dallas - Fort Worth MSA Interim Chief Financial Officer - City Manager's Executive Leadership Team member. Responsibilities include: leadership of the Town finance department consisting of 16 staff, including accounting/finance, Office of Management and Budget, purchasing, and utility billing Created and managed a $109 million budget encompassing 26 funds… Show more Municipal Government for Town of 15,400, serving a daytime population of over 100,000 in the northern sector of the Dallas - Fort Worth MSA Interim Chief Financial Officer - City Manager's Executive Leadership Team member. Responsibilities include: leadership of the Town finance department consisting of 16 staff, including accounting/finance, Office of Management and Budget, purchasing, and utility billing Created and managed a $109 million budget encompassing 26 funds Developed an econometric model for trend analysis and forecasting of revenue and expenditures Preparation of Annual Consolidated Financial Report (ACFR), Financial Statements, and Management Reports - Both financial and budget received GFOA awards Reviewed Generally Accepted Accounting Principles (GAAP) and Governmental Accounting Standards Board (GASB) pronouncements and implemented required changes Financial Planning and Analysis (FP&A) Coordinated external audit Capital Improvement Program, including airport upgrades Management of cash, investments, and debt Insurance and risk management COSO internal control program Final implementation of new ERP system financial modules Enhancement of cash management and financial controls of the Town's major special events Presentations to Town Council Represented the Town on various intergovernmental boards and committees Completed required Texas Investment Officer Training Show less



Collin College

• United States
• Higher Education
• 700 & Above Employee

• Professor of Accounting

  • Aug 2014 - Sep 2016

  McKinney, TX Taught Principles of Financial Accounting and Principles of Managerial Accounting at Collin College, McKinney, TX. Collin College is accredited by SACS, and serves about 53,000 credit and continuing education students.



City of Watauga, TX

• United States
• Government Administration
• 1 - 100 Employee

• City Manager

  • Apr 2011 - Feb 2013

  Watauga, TX Annual Budget of $39 Million, with 24 Funds and General Fund budget of $10.8 million 220 Employees in 9 Departments - Police, Fire/EMS, Public Works, Finance and Administration,Municipal Court, Utility Billing, Library; Parks and Rec; IT; HR/Civil Service /PIO; and City Secretary, Parks Development Corporation, Crime Control District. Council and Capital Improvement Program Implemented Council Workshop program, where one had not existed Worked with Council to approve a $7.35… Show more Annual Budget of $39 Million, with 24 Funds and General Fund budget of $10.8 million 220 Employees in 9 Departments - Police, Fire/EMS, Public Works, Finance and Administration,Municipal Court, Utility Billing, Library; Parks and Rec; IT; HR/Civil Service /PIO; and City Secretary, Parks Development Corporation, Crime Control District. Council and Capital Improvement Program Implemented Council Workshop program, where one had not existed Worked with Council to approve a $7.35 million CO (2011) for replacement of vehicles, water/Streets projects, HW/SW upgrades, and facility repair and maintenance programs Worked with Council to approve a $8 million CO (2012) for sewer, street, and storm drain projects Updated formal CIP Program - last updated in 2005 Public Safety NIMS 100, 200, 300, 400, 700, and 800b Certified; Use NIMS model for City special project management as part of ongoing NIMS training Enhanced community policing presence through K9 and Bike Patrol programs Implemented Lexipol Policy/Training system for police Consolidated Public Safety dispatch and jail services at North Richland Hills Finance Maintained excellent debt ratings in difficult economic times Continued GFOA recognition for CAFR and Budget, along with Unqualified audit Fund balances maintained significantly above GFOA recommended and Council established minimums Implemented MuniCast forecasting model for all funds - dashboard reporting for Council Financial Planning and Analysis Economic Development Implemented Economic Development Program with a unique combination of Buxton (Fort Worth) and Catalyst Commercial (Dallas) as partners, ensuring compliance with comprehensive plan and goals of Council Information Technology and Communication Issued iPads for all Council and Directors - all Council Agendas are on-line Implementing the ICMA CPM Performance Management and Center for Management Strategies programs Conducted a NCS Citizen Survey in fall 2011 - First survey in over 10 years Show less



City of Watauga

• Director of Finance

  • May 2008 - Feb 2011

  Responsible for all aspects of financial management for the City, including general accounting, internal control, and internal audit; preparation and presentation of the budget; monthly Council and management reporting; liaison with external auditors for preparation of the annual audit and Annual Comprehensive Financial Report (ACFR); and Investment Officer for City. Reviewed Generally Accepted Accounting Principals (GAAP) and Governmental Accounting Standards Board (GASB) pronouncements and… Show more Responsible for all aspects of financial management for the City, including general accounting, internal control, and internal audit; preparation and presentation of the budget; monthly Council and management reporting; liaison with external auditors for preparation of the annual audit and Annual Comprehensive Financial Report (ACFR); and Investment Officer for City. Reviewed Generally Accepted Accounting Principals (GAAP) and Governmental Accounting Standards Board (GASB) pronouncements and implemented required changes; responsible for the operations of the Municipal Court, Utility and Refuse Billing, and Purchasing functions of the City. Act as Finance Director/Treasurer for City’s Crime Control District, Parks Development Corporation, and Public Improvement District. Appointed as Acting City Manager in his absence. Served as GFOA ACFR and Budget award application reviewer Received the GFOA award for City for both ACFR and Budget for each year of tenure Received the GTOT “Investment Policy Certificate of Distinction” Upgraded financial aspects of the City disaster plan and related testing Implemented internal audit program; reviewed and updated internal controls Streamlined the budget preparation process, reducing compilation and preparation time by over one month; incorporated City Goals and Objectives; focused on performance metrics Worked with Public Works Director to improve and report on CIP preparation and capital requirements Implemented project accounting for tracking CIP programs Updated City financial and purchasing policies and procedures Implemented a new bad-debt collection program for court, utilities, and EMS/ambulance, significantly decreasing write-offs and improving cash flows Worked with Fire/EMS, Parks, and Public Works departments to review current fee-for-service items to determine new or possible enhanced revenue sources Completed required Texas Investment Officer Training Earned Certified Government Finance Officer (CGFO) credential Show less



TCM - Technology Corporate Management

• IT Services and IT Consulting
• 700 & Above Employee

• Compliance Officer

  • Sep 2006 - Apr 2008

  Responsible for all aspects of regulatory compliance. Also responsible for information and physical security, policy development, oversight of internal and external audit programs, staff training and development, and safety.



Bank of Whitman

• Vice President - Compliance and Information Security Officer

  • Feb 2003 - Aug 2006

  Colfax, Washington Responsibilities included the regulatory compliance program, Community Reinvestment Act program, asset-liability and interest rate risk management, preparation of regulatory financial statements, training for management and staff, physical and information security, and policy development and review for areas of responsibility. Chairman of the Compliance Committee and member of the Technology Committee. Report to COO.



TS&B Holdings, Inc.

• CFO of Parent, and President/CEO of TS&B Financial Services

  • Feb 2001 - Dec 2002

  Orlando, Florida Area TS&B was a public financial holding company with two wholly owned subsidiaries – a full-service financial services company and a real estate and development company. Business objective was to meet the investment banking needs of the small to medium company. Directed development of national financial services firm. Wrote business case and financial plan, directed formation of marketing plan, operations procedures, and training manuals. Recruited senior staff, developed strategic… Show more TS&B was a public financial holding company with two wholly owned subsidiaries – a full-service financial services company and a real estate and development company. Business objective was to meet the investment banking needs of the small to medium company. Directed development of national financial services firm. Wrote business case and financial plan, directed formation of marketing plan, operations procedures, and training manuals. Recruited senior staff, developed strategic alliances. Directed structure and negotiation of acquisitions, preparation of due diligence and risk analysis, valuations of prospect companies, consulting with clients, SEC reporting and corporate accounting and financial management. Show less



Rolling Hills Ranch

• President/Founder

  • Jun 1994 - Dec 2001

  LaCrosse, Washington Company specialized in genetic engineering and high-quality meat production. Created company. Planned and implemented policies and objectives to raise and market Wagyu cattle internationally, raised funding for concept, developed market for Wagyu beef (Japanese "Kobe Beef"). Planned international business model around unique market opportunity incorporating all aspects of product cycle. Recognized opportunity, conducted research to validate assumptions, wrote business plan, implemented plan.



Ball Enterprises, Inc.

• COO - Agriculture of Parent, CEO/President/CFO of various related entities

  • Jul 1997 - Dec 2000

  Idaho Falls, ID Directed, administered, and coordinated activities of several subordinate entities of parent. Analyzed operations and implemented changes and procedures that substantially improved operations and profitability in agribusiness and newspaper publication entities. Directed operations of manufacturing company, instituted HR program, redesigned both accounting and management information systems including new bar code inventory control program, conferred with both local and state environmental… Show more Directed, administered, and coordinated activities of several subordinate entities of parent. Analyzed operations and implemented changes and procedures that substantially improved operations and profitability in agribusiness and newspaper publication entities. Directed operations of manufacturing company, instituted HR program, redesigned both accounting and management information systems including new bar code inventory control program, conferred with both local and state environmental officials to proactively solve potential problems. Developed and managed European Union (EU) slaughter and chilled-beef compliance and Hazard Analysis and Critical Control Point (HACCP) programs. Identified operational concerns and internal control weaknesses, developed cost-effective solutions, trained employees on new programs, implemented programs, reviewed results, and made corrections as needed. Show less