Experience

Studio O+A

• United States
• Architecture and Planning
• 1 - 100 Employee

• Financial Controller

  • Feb 2021 - Present



MWA Architects

• Financial Controller, Principal

  • May 2015 - Feb 2021

  Prepare the annual strategic financial plan for multi-disciplined design firm• Prepare and report monthly forecasts (backlog/capacity) and projections • Review revenue recognized for the office each period and report on key positive and negative activity • Undertake project reviews with project managers on key projects and assist in defining corrective actions and strategies to maintain profitability. • Provide weekly, monthly and quarterly reports to Regional Finance Director as required (such as accounts receivable, WIP, project performance, bad debt reserve, and revenue recognized at risk).• Monitor office staffing and utilization plan on a weekly and monthly basis. • Coordinate review of contracts by Regional Contracts Manager , assist in project pricing, and supervise project start up• Monitor receivables for timely collection• Report office performance to the Managing Principal each month highlighting significant variances, problem projects, collection issues and other key information with a recommended action plan. • Monitor office overhead expenses to ensure that they are maintained at the minimum level required for effective operations.• Administer and monitor policies to ensure the office is following written and published guidelines.• Supervise project accountant and accounting team.• Oversee Human Resources



AECOM / EDAW

• Business Manager / Project Accounting Manager

  • Aug 2008 - Apr 2015

  • Prepare the annual strategic financial plan for multi-disciplined design firm• Prepare and report monthly forecasts (backlog/capacity) and projections • Review revenue recognized for the office each period and report on key positive and negative activity • Undertake project reviews with project managers on key projects and assist in defining corrective actions and strategies to maintain profitability. Perform and report Tier 1 project reviews each quarter.• Provide weekly, monthly and quarterly reports to Regional Finance Director as required (such as accounts receivable, WIP, project performance, bad debt reserve, and revenue recognized at risk).• Monitor office staffing and utilization plan on a weekly and monthly basis. • Coordinate review of contracts by Regional Contracts Manager , assist in project pricing, and supervise project start up• Monitor receivables for timely collection• Report office performance to the Managing Principal each month highlighting significant variances, problem projects, collection issues and other key information with a recommended action plan. • Monitor office overhead expenses to ensure that they are maintained at the minimum level required for effective operations.• Administer and monitor policies to ensure the office is following written and published guidelines.• Ensure compliance with Sarbanes Oxley and other compliance programs.• Supervise project accountant and accounting team.



HOK

• United States
• Architecture and Planning
• 700 & Above Employee

• Business Manager

  • May 1997 - Jul 2008

  • Managed $46M annual budget for multi-disciplined design firm• Oversee project performance, providing guidance and support to Project Managers• Made recommendations for cost containment office, monitored overhead expenditure• Prepare annual financial plan• Managed project scheduling database• Supervise and manage accounting staff• Prepare Financial Reporting breaking out office locations for individual performance • Managed $46M annual budget for multi-disciplined design firm• Oversee project performance, providing guidance and support to Project Managers• Made recommendations for cost containment office, monitored overhead expenditure• Prepare annual financial plan• Managed project scheduling database• Supervise and manage accounting staff• Prepare Financial Reporting breaking out office locations for individual performance



GEZ Architects Engineers

• Controller

  • Mar 1993 - Sep 1996

  • Prepared Budgets, financial statements, and cash flow projections• Analyzed financial performance and implement cost controls• Involved in annual and strategic planning• Monitored cash flow to maintain current and projected cash requirements• Supervised billing, contract compliance, receivables collections, accounts payable, and processing• Handled banking requirements, including investments and short-term financing• Responsible for purchasing and maintaining business insurance requirements• Oversaw project performance, providing guidance and support to Project Managers and Project Principals• Develop ongoing MIS training program for Project Managers• Supervised and manage accounting support• Oversaw Human Resources administration