Experience

Phunware

• Information Technology & Services
• 1 - 100 Employee

• Chief Financial Officer

  • Jun 2023 - Present

  Austin, Texas, United States



Keystone Tower Systems

• United States
• Renewable Energy Semiconductor Manufacturing
• 1 - 100 Employee

• Chief Financial Officer

  • Dec 2019 - Jun 2023



Deloitte

• Business Consulting and Services
• 700 & Above Employee

• Partner

  • Jun 2003 - Jun 2019

  Denver, Colorado ► Envisioned, created and led the Energy Growth Group into a highly-focused go-to-market team of multi-disciplinary (audit, tax, risk management and consulting) professionals. ► Designed and implemented a unique strategy that was key to fueling the substantial growth in the Energy practice. ► In a period of rapid growth, achieved 100% client retention for the past four years as a result of strategic leadership and exemplary client satisfaction. ► Worked closely with CEOs,… Show more ► Envisioned, created and led the Energy Growth Group into a highly-focused go-to-market team of multi-disciplinary (audit, tax, risk management and consulting) professionals. ► Designed and implemented a unique strategy that was key to fueling the substantial growth in the Energy practice. ► In a period of rapid growth, achieved 100% client retention for the past four years as a result of strategic leadership and exemplary client satisfaction. ► Worked closely with CEOs, CFOs and Board of Directors to interpret and manage complex areas of accounting and SEC rules related to financial statement risk. ► Extensive experience working with commercial bankers, investment bankers, underwriters and private equity investors. ► Advised clients in structuring and negotiating term and revolving credit facilities, private placement of notes, reserve-based lending facilities, underwriting agreements and partnership agreements. ► Developed processes for managing risk relating to quality service delivery, identifying specific training needed, assignment of resources to engagements, performance management and interactions with other functional groups. ► Advised Audit Committee members on corporate governance matters. ► Performed independent assessments of internal control functions for executive management teams and Board and Audit Committees to evaluate the effectiveness of their programs. ► Collaborated with clients to focus on the emerging trends in accounting and financial reporting matters. ► Provided IPO, M&A, audit and business advisory services to public and private companies and private equity firms ► Built and managed a portfolio of client relationships across mid America. ► Served many of Deloitte’s largest clients in energy, manufacturing and private equity. ► Selected by senior Deloitte Partners as a Next Gen Partner and received exclusive training in areas such as risk management, conflict resolution, client service and leadership.

• Senior Manager

  • Sep 1998 - Jun 2003

  Greater St. Louis Area, Denver ► Identified by Deloitte as a high-talent senior manager and relocated to Denver, Colorado to serve a large, strategic client. ►Managed long-term client relationships and all areas of the financial statement audit engagements. ►Learned client businesses, identified risks, and tailored appropriate audit responses to address risks. ►Maintained up-to-date knowledge about accounting principles, policies and regulations. ►Researched technical accounting matters and… Show more ► Identified by Deloitte as a high-talent senior manager and relocated to Denver, Colorado to serve a large, strategic client. ►Managed long-term client relationships and all areas of the financial statement audit engagements. ►Learned client businesses, identified risks, and tailored appropriate audit responses to address risks. ►Maintained up-to-date knowledge about accounting principles, policies and regulations. ►Researched technical accounting matters and prepared technical accounting memorandums. ►Managed costs of service delivery. ►Mentored and developed employees. ►Developed and led education sessions for employees. ►Used technology to share knowledge and enhance service delivery.



Retired from Deloitte

• Partner

  • Jun 2003 - Jun 2019



Deloitte

• Business Consulting and Services
• 700 & Above Employee

• Manager

  • Sep 1993 - Sep 1997

  Greater St. Louis Area, Missouri, New York ►Selected into Deloitte’s Management Development Program for high-talent managers. ►Recruited into Deloitte’s exclusive M&A Group. ►Directed field work and managed staff. ►Responsible for directing the audit and achieving a profit. ►Completed audit procedures and documentation for high risk areas. ►Developed and maintained productive working relationships with client.