Experience

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  Global Holdings

  • Tulsa, Oklahoma Area

  • Chief Accounting Officer

    • Aug 2005 - Present
    • Tulsa, Oklahoma Area

    Global Holdings primarily provides payment processing and account management services to the debt settlement industry, among other fintech needs. My role has been varied, challenging and rewarding, with exposure to almost all business facets. I am a member of the senior team, recognized as a major contributor to rapid organizational growth through taking ownership of the financial strategy, insight and efficiency, of Operational Accounting, Finance, Treasury, Payroll, and HR at various times during the growth of the company.I am a business partner to board-level stakeholders, develop data-led budgets and forecasts, introduce industry-leading financial policies and controls, and maintain rigorous legal/statutory compliance. I also produce end-to-end documentation for mergers, acquisitions, assets, and stock compensation expenses.◼️ Liaise with Big 4 accounting firm to manage annual financial statement audit as well as audit for 401k plan, with no audit adjustments from inception.◼️ Implemented streamlined accruals/subledger procedures with 50% faster monthly closing/reporting.◼️ Integrated payroll system, providing electronic timekeeping with concurrent expense reimbursements, applicant tracking and HR capabilities.◼️ Initiated and established a digital paperless system across the group, realizing significant and sustainable cost efficiencies in storage and office space. ◼️ Promoted accounting best practice, resulting in significantly more efficient and effective audit, due diligence, and management information reporting.◼️ Reinvented the 401k plan and drove usage throughout the business, leading to increased internal expertise, a 70% rise in enrolment, and 30% rise in contributions. ◼️ Facilitated numerous capital returns to private equity investors, including management of complex creditor reporting requirements.

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  Onafriq (Previously Global Technology Partners, GTP)

  • Tulsa, Oklahoma, United States

  • Vice President of Accounting

    • Aug 2005 - Aug 2012
    • Tulsa, Oklahoma, United States

    Founded in 2003, Global Technology Partners (GTP) specializes in creating innovative processing and payment solutions for the prepaid industry. In 2022, GTP was acquired by Onafriq. They are the prepaid industry leader in Africa, with an expanding presence throughout the world. They currently operate in more than 30 countries with 20 different currencies.Created accounting processes and procedures including internal controls and fixed asset management. Managed human resources onboarding and benefits, consisting of local and offshore employees. Captured expenses in multiple currencies. Managed working capital for cash optimization.

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  Morton Comprehensive Health Services, Inc.

  • Tulsa, Oklahoma Area

  • Board Member

    • 2008 - 2012
    • Tulsa, Oklahoma Area

    Morton is a Patient Centered Medical Home. Morton Comprehensive Health Services, Inc., a 501(c)(3) non-profit corporation, is one of Oklahoma’s largest community health centers in the state. For over 90 years, Morton has been providing comprehensive medical, dental and ancillary services to individuals regardless of race, religion, ethnicity, national origin or one’s ability to pay for services.As a part of Vision 2025, Morton built a new 60,000 square foot facility on five acres in the Lansing Business Park in Tulsa. In October 2006, Morton opened the doors to the new location. In the clinic, Morton continues to offer adult medical care, dental, family care, obstetrics/gynecology, pediatrics, pharmaceutical, radiological, social and counseling services and transportation among other services. Recently, MCHS expanded its services into the areas of optometry and mammography.Morton serves patients residing in more than 221 zip codes and 16 counties in northeastern Oklahoma. As a federally qualified health center, Morton additionally provides transportation services and Spanish language translation for its patients.Since 2008, Morton has been the recipient of the Gold Seal of Approval™ by The Joint Commission for “demonstrating the highest commitment to quality and safety to its patients, staff and its community.”

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  Regier Carr & Monroe, L.L.P.

  • Tax Manager

    • Oct 1995 - Aug 2005

    Estate and income tax planning and preparation.