Experience

Barsco, Inc.

• United States
• Wholesale
• 1 - 100 Employee

• Controller

  • Nov 2022 - Present

  Dallas, Texas, United States



GDT - General Datatech

• United States
• IT Services and IT Consulting
• 500 - 600 Employee

• Global Corporate Controller

  • Jan 2022 - Jun 2022

  Dallas, Texas, United States Led all accounting and treasury functions across all global and domestic entities. • Maintained all banking and insurance relationships. • Analyzed the chart of accounts for all domestic transactions to conform to US GAAP and contracts for revenue recognition standards (ASC 606). • Ensured all Global entities met and maintained compliance with local requirements. • Directed a team of 40.



GSI Highway Products

• Controller

  • Aug 2020 - Jan 2022

  Dallas, Texas, United States Directed all financial functions, including GAAP financial statement preparation, WIP, banking relationships and covenants, budgeting, insurance, and HR. • Decreased WIP variance 75% • Executive Leadership Team member, provided analysis of significant business issues. • Guided supply chain management for increased efficiency/accuracy of customer billing and job costing. • Designed process improvements company-wide for improved financial flow and projected growth.



Sunoco LP

• United States
• Oil and Gas
• 700 & Above Employee

• Sr Manager Wholesale Accounting

  • Jan 2019 - Jul 2020

  Dallas, Texas Led the Commissioned Agent group, representing over $400 million in revenue. • Developed business processes for successful system conversion from PDI to SAP while team was remote. • Maintained efficiency with more manual processes required for system conversion, allowing for 13% reduction in staff. • Created procedures for analyzing margins and determining missing information to smooth margin fluctuation, reducing fluctuation by 50%. • Successful integration of acquisition… Show more Led the Commissioned Agent group, representing over $400 million in revenue. • Developed business processes for successful system conversion from PDI to SAP while team was remote. • Maintained efficiency with more manual processes required for system conversion, allowing for 13% reduction in staff. • Created procedures for analyzing margins and determining missing information to smooth margin fluctuation, reducing fluctuation by 50%. • Successful integration of acquisition, increasing group’s scope by 25%. • Built and managed a team of 15. Increased cross-functional flow of information between accounting teams, enhancing overall communication allowing for faster flow of critical information. Show less



STS Consulting Services

• United States
• Oil and Gas
• 1 - 100 Employee

• Chief Financial Officer

  • Dec 2017 - Oct 2018

  Dallas/Fort Worth Area Coordinated and led the company’s overall financial strategy, reporting directly to the President and CEO. Directed corporate financial functions, controls, planning, forecasting, analysis, cash flow, treasury, audit, taxes, human resources, information systems, investments and corporate development. Managed eight direct reports. • Identified, analyzed and corrected $3M in postings in the chart of accounts, creating more meaningful and accurate financial statements in less than six… Show more Coordinated and led the company’s overall financial strategy, reporting directly to the President and CEO. Directed corporate financial functions, controls, planning, forecasting, analysis, cash flow, treasury, audit, taxes, human resources, information systems, investments and corporate development. Managed eight direct reports. • Identified, analyzed and corrected $3M in postings in the chart of accounts, creating more meaningful and accurate financial statements in less than six months. • Instituted protocols that enabled systematic processing, improving accuracy and timeliness of financial statements, reducing month-end close 400% to 15 days and saving ~$20K per year. • Facilitated interdepartmental communication, enhancing cross-functional departmental collaboration and information sharing; increased productivity 30% and saved $50K per year as a result. • Analyzed the opening and operating a Mexico-based entity to capture a $20M contract. • Established procedures within the System Award Management (SAM) to accept government contracts and opened certificates of authority in 20 states, allowing $15M in business opportunities. • Constructed Key Performance Indicators (KPIs), initially saving $5K in less than six months. • Contributed to a successful ERP conversion to JD Edwards EP&C software. Show less



Hannan Supply Company

• United States
• Appliances, Electrical, and Electronics Manufacturing
• 1 - 100 Employee

• Chief Financial Officer|Controller

  • 2001 - 2017

  Drove strategic planning and leadership of the entire corporate finance organization as a trusted advisor to the President and CEO. Oversaw financial planning, analysis, risk assessment, accounting, tax, treasury, budgeting, IT and HR functions while maintaining business flow and formulating plans to improve competitive advantage. • Prepared documents for external audits, contributing to successful ratings each year while strengthening internal controls and reducing write-offs due to… Show more Drove strategic planning and leadership of the entire corporate finance organization as a trusted advisor to the President and CEO. Oversaw financial planning, analysis, risk assessment, accounting, tax, treasury, budgeting, IT and HR functions while maintaining business flow and formulating plans to improve competitive advantage. • Prepared documents for external audits, contributing to successful ratings each year while strengthening internal controls and reducing write-offs due to loss from $100K to $10K. • Advised on the selection and led implementation of the SX.e software ERP system, increasing timeliness and accuracy while decreasing month-end close from 15 days to 24 hours. • Managed a five-member accounting team, reducing turnover 50% while increasing productivity 10%. • Implemented controls over corporate assets that facilitated verification, tracking and monitoring while reducing personnel hours in processing time; resulted in $8K to 10K in annual cost savings. • Proved vital in growing profitability 5% in a low-margin industry. • Led SX.e launch team, ensuring minimal transaction loss during conversion; achieved $60K in cost savings. • Enhanced competitive position of the company to ensure retention of millions of dollars in client business. • Assessed risk factors, evaluated insurance options and recommended solutions that saved $10K per year. • Managed compliance and reporting requirements for multimillion-dollar ($5M+) government contracts. • Retained a $150K a year customer by researching, opening and reporting sales tax in 15 states. Show less



TBI Steel

• Vice President of Finance

  • 1991 - 1999

  Paducah, Kentucky Joined as a financial manager and was rapidly promoted through positions of increasing scope and accountability. Engaged by C-suite to solely evaluate, select and handle all insurance and banking options and relationships. • Generated policies and procedures for GAAP financial statements to streamline coding and transaction entry, increasing accuracy and productivity 10% as a result. • Proved vital in lifting overall profit margin 2% while annual revenue grew from $8M to… Show more Joined as a financial manager and was rapidly promoted through positions of increasing scope and accountability. Engaged by C-suite to solely evaluate, select and handle all insurance and banking options and relationships. • Generated policies and procedures for GAAP financial statements to streamline coding and transaction entry, increasing accuracy and productivity 10% as a result. • Proved vital in lifting overall profit margin 2% while annual revenue grew from $8M to $15M. • Partnered with leadership team to assess and select Prophet 21 software system; directed companywide implementation with 10% less downtown than forecasted. • Refined record-keeping system for a fleet of trucks for tracking scheduled maintenance and interstate fuel tax reporting; saved more than $7K per year as a result. Show less