Experience

Pinnacle Logistics

• United States
• Transportation, Logistics, Supply Chain and Storage
• 100 - 200 Employee

• Controller

  • Dec 2017 - Present

  Fort Worth, Texas



iT Services 2

• Controller

  • Mar 2015 - Present

  Carrollton, TX • Manage all aspects of the accounting and financial reporting of the company utilizing GAAP • Prepare monthly reconciliations of all balance sheet accounts in order to ensure accuracy of the financial statements • Develop, prepare, and analyze monthly financial reports and supplemental margin analysis reports • Periodically review accounts payable, payroll, accounts receivable, general ledger, and all other accounting functions to make sure all are working accurately and… Show more • Manage all aspects of the accounting and financial reporting of the company utilizing GAAP • Prepare monthly reconciliations of all balance sheet accounts in order to ensure accuracy of the financial statements • Develop, prepare, and analyze monthly financial reports and supplemental margin analysis reports • Periodically review accounts payable, payroll, accounts receivable, general ledger, and all other accounting functions to make sure all are working accurately and efficiently • Oversee payroll and payroll tax processes • Prepare working papers for federal income and multi-state income tax preparation by outside CPA firm • Manage cash flow and banking relationships, including compliance with loan requirements • Take lead in determining best options for insurance at both the corporate level and the employee benefit level • Prepare budgets and assist company leaders with financial planning • When required, set up business in new states and determine tax-related requirements therein • Work with outside attorneys to bring on new H1B employees and ensure compliance as required • Work closely with sales team to utilize status as a certified woman-owned business enterprise to find new opportunities with both private and government entities • Other duties as assigned Show less



Gap at Lincoln Square

• Customer Experience Manager

  • Jul 2009 - Mar 2015

  Arlington, Texas - Contribute to and lead the store team to deliver the business strategy for the store, including driving top line sales while managing controllable expenses through planning and financial analysis - Exemplify the expectations of leader on duty and consistently model the brand’s service standard and selling behaviors - Maintain company standard of neat, clean and organized sales floor, cash wrap, and fitting room areas ensuring store environment is safe for employees and customers -… Show more - Contribute to and lead the store team to deliver the business strategy for the store, including driving top line sales while managing controllable expenses through planning and financial analysis - Exemplify the expectations of leader on duty and consistently model the brand’s service standard and selling behaviors - Maintain company standard of neat, clean and organized sales floor, cash wrap, and fitting room areas ensuring store environment is safe for employees and customers - Implement shortage action plans in partnership with the leadership team to minimize loss and achieve shrinkage goals - Review and adjust daily schedules to ensure appropriate floor coverage to complete all workload, to maintain sales, and to ensure compliance to meal and break policies - Monitor and enforce adherence to all corporate policies - Manage and execute the development of all store employees by providing coaching, training, and feedback - Create development and training plans for direct reports - Conduct annual reviews for direct reports - Work with all members of the stores leadership team to develop a high performing team and a customer-centric culture - Organize in-store marketing efforts with outside organizations to drive business - Assist with product placement Show less



Selecta Corp, LLC

• Senior Controller

  • Sep 2007 - Mar 2009

  My job duties included the following: • Utilizing FRx Financial Reporting software, personally developed all GAAP-based financial reports for the Company after an accounting software conversion, then continued to prepare financial reports on a monthly basis for internal and bank reporting purposes • Prepared monthly bank compliance certificate, plus an Excel-based budget model which included a twelve-month and a five-year rolling forecast • Participated in company-wide software… Show more My job duties included the following: • Utilizing FRx Financial Reporting software, personally developed all GAAP-based financial reports for the Company after an accounting software conversion, then continued to prepare financial reports on a monthly basis for internal and bank reporting purposes • Prepared monthly bank compliance certificate, plus an Excel-based budget model which included a twelve-month and a five-year rolling forecast • Participated in company-wide software data conversion, which included preparation of monthly general ledger data for upload into new system • Managed the accounting staff including general ledger, accounts payable, billing, and accounts receivable • Performed all aspects of inventory accounting, including valuation of $18,000,000 (approximately 5,000,000 units) of monthly inventory utilizing average cost • Managed import accounting for goods received from various countries including China, Vietnam, Madagascar, and others, including proper application of duties and freight costs to individual inventory units • Assisted general ledger accountants as needed, including reconciliation of monthly balance sheet accounts and posting journal entries • Analyzed and prepared commentary on the financial statements for management at all levels • Managed the annual outside audit, including preparation of work papers requested by the auditors • Worked with outside tax firm to ensure compliance with all tax rules, including preparation of work papers for the tax returns • Prepared and filed Forms 1099 for applicable vendors • Updated the accounting department’s work paper procedures to better organize and utilize them for management Show less



TxF Products, Inc.

• Controller

  • Mar 2007 - Sep 2007

  My job duties included the following: • Prepared internal and external, monthly and annual, GAAP-based financial statements utilizing Excel • Managed the finance and accounting staff including accounts payable, billing and accounts receivable, collections, and treasury • Performed all general ledger duties in accordance with GAAP, including preparation of journal entries, reconciliation of bank accounts, and reconciliation of all other balance sheet accounts • Prepared and… Show more My job duties included the following: • Prepared internal and external, monthly and annual, GAAP-based financial statements utilizing Excel • Managed the finance and accounting staff including accounts payable, billing and accounts receivable, collections, and treasury • Performed all general ledger duties in accordance with GAAP, including preparation of journal entries, reconciliation of bank accounts, and reconciliation of all other balance sheet accounts • Prepared and maintained operating budgets for the company as a whole and for each department individually • Analyzed and prepared commentary on the financial statements for management at all levels • Prepared reports to the Board of Directors on the financial statements and budgets • Managed the annual outside audit, including preparation of all work papers requested by the auditors • Prepared and maintained schedules of fixed assets • Prepared and filed quarterly sales tax returns • Worked with outside tax firm to ensure compliance with all tax rules, including preparing all work papers for the tax returns • Prepared and filed Forms 1099 for applicable vendors • Prepared and maintained accounting procedures manual Show less



Pancho’s Foods, Inc.

• CFO

  • Sep 1999 - Dec 2003

  My job duties included the following: • Managed accounting department, including general ledger, accounts payable, accounts receivable, in-house payroll, fixed assets, inventory, and sales • Oversaw the preparation and analysis of monthly financial statements for the corporate headquarters and all restaurants individually • Communicated with all levels of management, from restaurant managers to the Board of Directors, on the financial results of the company as a whole and on… Show more My job duties included the following: • Managed accounting department, including general ledger, accounts payable, accounts receivable, in-house payroll, fixed assets, inventory, and sales • Oversaw the preparation and analysis of monthly financial statements for the corporate headquarters and all restaurants individually • Communicated with all levels of management, from restaurant managers to the Board of Directors, on the financial results of the company as a whole and on individual restaurants • While the company was public, prepared quarterly and annual external financial reports for shareholders and the Securities and Exchange Commission, including quarterly press releases (filed all 2000 and 2001 10-Q's, 10-K's, and 8-K's) • Maintained strong control of cash and timing of payment of company expenses • Developed annual operating budgets, both for the corporate office and the individual stores • Assisted Chief Executive Officer with capital expenditure budgeting decisions • Prepared work papers for outside auditors and attorneys for quarterly reviews and annual audits • Prepared all work papers for outside tax accountants • Assisted other departments in the company as needed with financial and payroll reports and analysis • Negotiated banking and loan services • Managed information systems department Show less



Dealers Auto Auction of Dallas

• Controller

  • Mar 1998 - Sep 1999

  My job duties included: • Managed accounting department operations, including accounts payable, accounts receivable, balance sheet reconciliations, and an in-house financing program • Oversaw the monthly preparation and analysis of monthly financial statements • Prepared annual operating budgets and capital budgets • Communicated with both auction management and corporate management on the monthly financial results • Acted as credit and collections manager in helping to… Show more My job duties included: • Managed accounting department operations, including accounts payable, accounts receivable, balance sheet reconciliations, and an in-house financing program • Oversaw the monthly preparation and analysis of monthly financial statements • Prepared annual operating budgets and capital budgets • Communicated with both auction management and corporate management on the monthly financial results • Acted as credit and collections manager in helping to establish customer credit lines and solve collection problems for the auction’s dealers • Established and maintained strong cash controls needed for high-volume auction days • Other duties included controlling expenditures, tracking the use of company vehicles, assisting with audits, assisting managers and employees with accounting-related problems, and others Show less



Craig Hamilton & Company, P.C.

• Accounting Manager

  • Jul 1995 - Mar 1998

  Job duties included the following: • Helped start up this firm when its owner, Craig Hamilton, left Arthur Andersen, LLP in 1995 after managing the tax practice for Arthur Andersen, LLP’s Fort Worth office where I also worked • Managed staff accountants’ work on various accounting projects for clients, including the preparation and analysis of financial statements; the preparation of federal and state income tax returns and payroll tax returns for individuals, partnerships… Show more Job duties included the following: • Helped start up this firm when its owner, Craig Hamilton, left Arthur Andersen, LLP in 1995 after managing the tax practice for Arthur Andersen, LLP’s Fort Worth office where I also worked • Managed staff accountants’ work on various accounting projects for clients, including the preparation and analysis of financial statements; the preparation of federal and state income tax returns and payroll tax returns for individuals, partnerships, non-profits, corporations and trusts; and accounts payable and payroll • Assisted clients with cash flow analysis, inventory and budgeting using spreadsheet models which I developed • Developed and led internal training classes on software and accounting issues for new accounting staff Show less



Arthur Andersen, LLP

• Senior Tax Accountant

  • Jan 1993 - Jul 1995

  Job duties included: • Prepared a large variety of federal and state income tax returns, including: Individuals (some special, complicated returns included preparing returns for deceased taxpayers, expatriates, inpatriates, and high-income taxpayers with complicated investments to account for); Partnerships; Corporations (“C”- and “S”-corporations); and Trusts • Worked on tax planning projects for clients, including preparing tax estimates for individuals with complicated tax… Show more Job duties included: • Prepared a large variety of federal and state income tax returns, including: Individuals (some special, complicated returns included preparing returns for deceased taxpayers, expatriates, inpatriates, and high-income taxpayers with complicated investments to account for); Partnerships; Corporations (“C”- and “S”-corporations); and Trusts • Worked on tax planning projects for clients, including preparing tax estimates for individuals with complicated tax scenarios such as multiple underlying partnerships and estate planning concerns • Performed various tax research and analysis projects, including oil and gas well accounting, expatriate tax analysis (which included a special spreadsheet that I designed to calculate the complicated tax without having to key a tax return into tax software), and various other projects that were requested by seniors, managers and partners • Developed special skill for electronically moving client data from client accounting software packages into Arthur Andersen’s tax software which helped to make tax preparation more efficient and accurate for business clients than when it was manually keyed into the software • Trained new employees and clients on Arthur Andersen’s internal tax software, which was sold publicly Show less