Experience

Toronto Wolfpack Rugby League

• Canada
• Spectator Sports
• 1 - 100 Employee

• Chief Financial Officer

  • Jul 2022 - Present



Lane & McClain Distributors Inc.

• United States
• Food and Beverage Services
• 1 - 100 Employee

• Controller

  • Jan 2018 - Jul 2022



Workway

• United States
• Staffing and Recruiting
• 1 - 100 Employee

• Corporate Controller

  • Sep 2014 - Apr 2016

  Joined company with the responsibility of all Corporate Accounting and Finance Management to include consolidating, analyzing, and interpreting period, quarterly and annual financial reports for President and Shareholders. Develop, coordinate and consolidate annual budget for both Operating Division and Corporate. Assisted Executive and Senior level management on new business revenue and margins based on sales pipeline to forecast realistic goals and budgets. Ensure the integrity and accuracy… Show more Joined company with the responsibility of all Corporate Accounting and Finance Management to include consolidating, analyzing, and interpreting period, quarterly and annual financial reports for President and Shareholders. Develop, coordinate and consolidate annual budget for both Operating Division and Corporate. Assisted Executive and Senior level management on new business revenue and margins based on sales pipeline to forecast realistic goals and budgets. Ensure the integrity and accuracy of the accounting records and financial statements in accordance with GAAP. Managed Accounting, Finance and Payroll Departments for entire Corporation. •Exceeded net income by 21% in fourth quarter by implementing stricter policies and guidelines on travel and expense reimbursements, monthly vendor reconciliation, and evaluating and cancelling non-performance contracts. •Increased Company’s DNB credit rating by 50 points. Negotiated with states and vendors on past due balances from the relocation and system conversion of the Company. Provided clear documentation to Dunn & Bradstreet to remove settled or dismissed items from credit report reducing bad credit risk and improving cash flow. •Decreased DSO from 65 to 35 days by adding policies and procedures for new customer line of credit based on credit rating and risk analysis. Evaluated and improved existing customer pay history to improve relations and assess new credit recommendations. •Reduced monthly close cycle from 25 days to 15 days. Identified the core components, instilled a sense of discipline, and made the process repeating, accurate and efficient. •Developed, trained and executed a detailed spreadsheet for month-end reconciliations which decreased adjusting journal entries, improved time management, and lowered audit related costs by over 40%. •Cut banking fees with savings of $4000 monthly/ $48k annually by cash management and maintaining above average daily balances to ensure $0 monthly banking fees. Show less Joined company with the responsibility of all Corporate Accounting and Finance Management to include consolidating, analyzing, and interpreting period, quarterly and annual financial reports for President and Shareholders. Develop, coordinate and consolidate annual budget for both Operating Division and Corporate. Assisted Executive and Senior level management on new business revenue and margins based on sales pipeline to forecast realistic goals and budgets. Ensure the integrity and accuracy… Show more Joined company with the responsibility of all Corporate Accounting and Finance Management to include consolidating, analyzing, and interpreting period, quarterly and annual financial reports for President and Shareholders. Develop, coordinate and consolidate annual budget for both Operating Division and Corporate. Assisted Executive and Senior level management on new business revenue and margins based on sales pipeline to forecast realistic goals and budgets. Ensure the integrity and accuracy of the accounting records and financial statements in accordance with GAAP. Managed Accounting, Finance and Payroll Departments for entire Corporation. •Exceeded net income by 21% in fourth quarter by implementing stricter policies and guidelines on travel and expense reimbursements, monthly vendor reconciliation, and evaluating and cancelling non-performance contracts. •Increased Company’s DNB credit rating by 50 points. Negotiated with states and vendors on past due balances from the relocation and system conversion of the Company. Provided clear documentation to Dunn & Bradstreet to remove settled or dismissed items from credit report reducing bad credit risk and improving cash flow. •Decreased DSO from 65 to 35 days by adding policies and procedures for new customer line of credit based on credit rating and risk analysis. Evaluated and improved existing customer pay history to improve relations and assess new credit recommendations. •Reduced monthly close cycle from 25 days to 15 days. Identified the core components, instilled a sense of discipline, and made the process repeating, accurate and efficient. •Developed, trained and executed a detailed spreadsheet for month-end reconciliations which decreased adjusting journal entries, improved time management, and lowered audit related costs by over 40%. •Cut banking fees with savings of $4000 monthly/ $48k annually by cash management and maintaining above average daily balances to ensure $0 monthly banking fees. Show less



MultiCam, Inc.

• United States
• Machinery Manufacturing
• 1 - 100 Employee

• Accounting Manager

  • Jul 2013 - Sep 2014

  Selected to supervise Accounts Receivable, Accounts Payable, and general accounting functions after previous company closed. Manage subsidiary general ledger and conduct account reconciliations and analysis on a monthly basis to ensure accuracy and integrity in the financial reporting in accordance with GAAP. Develop and implement new accounts payable controls to utilize cash discounts and increase annual savings. • Restructured RGNI and RMA policies and procedures. Identified inventory… Show more Selected to supervise Accounts Receivable, Accounts Payable, and general accounting functions after previous company closed. Manage subsidiary general ledger and conduct account reconciliations and analysis on a monthly basis to ensure accuracy and integrity in the financial reporting in accordance with GAAP. Develop and implement new accounts payable controls to utilize cash discounts and increase annual savings. • Restructured RGNI and RMA policies and procedures. Identified inventory discrepancies and negotiated with vendors which lead to utilization of voided and expired credit returns to reduce company loss by 20%. • Identified, advised, and implemented new AP Polices to utilize cash discounts and increase annual savings of 36% per vendor. • Researched and resolved RGNI reporting issues from over 75 pages to 19 pages with continual on-going manufacturing and receiving operations. • Audited Fixed Assets and updated database prior to company acquisition to ensure that the company was in compliance with the established policies and regulatory requirements. • Decreased monthly post-close adjusting journal entries and accomplished a 1 day monthly close within 2 months of joining company. • Improved communication and credit relationships by incorporating monthly reconciliations of vendor statements to ensure optimization of discounts, accuracy of billing, and data-entry. Increased extension of cash-discounts by working with and establishing fair and mutual benefits for both company and vendor. Show less Selected to supervise Accounts Receivable, Accounts Payable, and general accounting functions after previous company closed. Manage subsidiary general ledger and conduct account reconciliations and analysis on a monthly basis to ensure accuracy and integrity in the financial reporting in accordance with GAAP. Develop and implement new accounts payable controls to utilize cash discounts and increase annual savings. • Restructured RGNI and RMA policies and procedures. Identified inventory… Show more Selected to supervise Accounts Receivable, Accounts Payable, and general accounting functions after previous company closed. Manage subsidiary general ledger and conduct account reconciliations and analysis on a monthly basis to ensure accuracy and integrity in the financial reporting in accordance with GAAP. Develop and implement new accounts payable controls to utilize cash discounts and increase annual savings. • Restructured RGNI and RMA policies and procedures. Identified inventory discrepancies and negotiated with vendors which lead to utilization of voided and expired credit returns to reduce company loss by 20%. • Identified, advised, and implemented new AP Polices to utilize cash discounts and increase annual savings of 36% per vendor. • Researched and resolved RGNI reporting issues from over 75 pages to 19 pages with continual on-going manufacturing and receiving operations. • Audited Fixed Assets and updated database prior to company acquisition to ensure that the company was in compliance with the established policies and regulatory requirements. • Decreased monthly post-close adjusting journal entries and accomplished a 1 day monthly close within 2 months of joining company. • Improved communication and credit relationships by incorporating monthly reconciliations of vendor statements to ensure optimization of discounts, accuracy of billing, and data-entry. Increased extension of cash-discounts by working with and establishing fair and mutual benefits for both company and vendor. Show less



The Fence Company of North Texas

• Dallas/Fort Worth Area

• Controller

  • Jan 2011 - Sep 2013

  Joined company with the responsibility for maintaining all accounting, finance, payroll, and operations of business. Monitor and control material and labor costs to maximize productivity and increase profits. Supervise all logistics management from P & L performance, on-site operations, quality control, project management, and supplier onboarding. Improve market share and employee morale. • Increased annual revenue of company and prior ownership from a $25k annual net profit to a $75k… Show more Joined company with the responsibility for maintaining all accounting, finance, payroll, and operations of business. Monitor and control material and labor costs to maximize productivity and increase profits. Supervise all logistics management from P & L performance, on-site operations, quality control, project management, and supplier onboarding. Improve market share and employee morale. • Increased annual revenue of company and prior ownership from a $25k annual net profit to a $75k net profit in one year. Improved customer base with referrals by over 50% by excellent customer reviews and ratings. • Named preferred Contractor by 2 roofing companies and 1 national owned children’s day care center. • Enhanced website for improved market exposure by investigating and researching and in-depth analysis of successful marketing strategies. Increased website exposure from 15th page google placement to 1st page google placement on key word search criteria. • Conducted thorough analysis of employee work relations and improved morale with no employee turn-over in 2 years. • Updated prior accounting system from previous owner and reinstated Contractor licensing in DFW area. Show less Joined company with the responsibility for maintaining all accounting, finance, payroll, and operations of business. Monitor and control material and labor costs to maximize productivity and increase profits. Supervise all logistics management from P & L performance, on-site operations, quality control, project management, and supplier onboarding. Improve market share and employee morale. • Increased annual revenue of company and prior ownership from a $25k annual net profit to a $75k… Show more Joined company with the responsibility for maintaining all accounting, finance, payroll, and operations of business. Monitor and control material and labor costs to maximize productivity and increase profits. Supervise all logistics management from P & L performance, on-site operations, quality control, project management, and supplier onboarding. Improve market share and employee morale. • Increased annual revenue of company and prior ownership from a $25k annual net profit to a $75k net profit in one year. Improved customer base with referrals by over 50% by excellent customer reviews and ratings. • Named preferred Contractor by 2 roofing companies and 1 national owned children’s day care center. • Enhanced website for improved market exposure by investigating and researching and in-depth analysis of successful marketing strategies. Increased website exposure from 15th page google placement to 1st page google placement on key word search criteria. • Conducted thorough analysis of employee work relations and improved morale with no employee turn-over in 2 years. • Updated prior accounting system from previous owner and reinstated Contractor licensing in DFW area. Show less



JPMorgan Chase & Co.

• United States
• Financial Services
• 700 & Above Employee

• Quality Control Loss Analyst Consultant

  • Jan 2011 - Apr 2011

  Hired after relocation from Arizona to do financial analysis, financial audit, credit risk evaluation, and quality control of defaulted/remediation loans. Responsible for examination of loans for suspicious activity, investing patterns, and trends. Ensure that the quality controls, policies and procedures, guidelines, and regulations were enforced. Reconcile, review, and interpret suspicious loan activity for determination of responsible party of loan level loss pursuant to PSA, State, and… Show more Hired after relocation from Arizona to do financial analysis, financial audit, credit risk evaluation, and quality control of defaulted/remediation loans. Responsible for examination of loans for suspicious activity, investing patterns, and trends. Ensure that the quality controls, policies and procedures, guidelines, and regulations were enforced. Reconcile, review, and interpret suspicious loan activity for determination of responsible party of loan level loss pursuant to PSA, State, and Federal regulations and guidelines as administered from the banking industry restructuring from the Federal Government. • Top 1% of Consultants of over 500 contracted for project based on reconciliation performance numbers and the accuracy and approval of the reconciliation. One of three consultants to receive over-time based on business acumen and performance. • 1 of 3 consultants delegated to train and assist with new analysts and existing analysts on project. • Exceeded reconciliation quota consistently with over 300 reconciliations completed per week. Show less Hired after relocation from Arizona to do financial analysis, financial audit, credit risk evaluation, and quality control of defaulted/remediation loans. Responsible for examination of loans for suspicious activity, investing patterns, and trends. Ensure that the quality controls, policies and procedures, guidelines, and regulations were enforced. Reconcile, review, and interpret suspicious loan activity for determination of responsible party of loan level loss pursuant to PSA, State, and… Show more Hired after relocation from Arizona to do financial analysis, financial audit, credit risk evaluation, and quality control of defaulted/remediation loans. Responsible for examination of loans for suspicious activity, investing patterns, and trends. Ensure that the quality controls, policies and procedures, guidelines, and regulations were enforced. Reconcile, review, and interpret suspicious loan activity for determination of responsible party of loan level loss pursuant to PSA, State, and Federal regulations and guidelines as administered from the banking industry restructuring from the Federal Government. • Top 1% of Consultants of over 500 contracted for project based on reconciliation performance numbers and the accuracy and approval of the reconciliation. One of three consultants to receive over-time based on business acumen and performance. • 1 of 3 consultants delegated to train and assist with new analysts and existing analysts on project. • Exceeded reconciliation quota consistently with over 300 reconciliations completed per week. Show less



Telesphere (now Vonage)

• Telecommunications
• 1 - 100 Employee

• Fixed Asset Accountant

  • Jul 2009 - Jul 2010

  Joined company after relocating to Arizona to maintain over 15k in fixed assets for corporation. Responsibility for reconciliation of fixed assets, prepaids, and cost of goods sold on a monthly basis. Assist other accounting professionals in the department as a back-up of day-to-day and month-end operations. • Developed new return to stock accounting procedures for CPE with Receiving Manager. • Reviewed, documented, organized, and updated fixed assets from company conversion to… Show more Joined company after relocating to Arizona to maintain over 15k in fixed assets for corporation. Responsibility for reconciliation of fixed assets, prepaids, and cost of goods sold on a monthly basis. Assist other accounting professionals in the department as a back-up of day-to-day and month-end operations. • Developed new return to stock accounting procedures for CPE with Receiving Manager. • Reviewed, documented, organized, and updated fixed assets from company conversion to Great Plains. Implemented new accounting policies and procedures for reporting fixed assets. Ensured the accuracy and integrity of over 15k in company assets for compliance and regulations for IPO acquisition. • Earned responsibility of coordinating and conducting budget meetings with Corporate Executives and Department Heads. Reported monthly results and variances to the CFO. • Team lead on the 2008 audit for the Accounting Department. Show less Joined company after relocating to Arizona to maintain over 15k in fixed assets for corporation. Responsibility for reconciliation of fixed assets, prepaids, and cost of goods sold on a monthly basis. Assist other accounting professionals in the department as a back-up of day-to-day and month-end operations. • Developed new return to stock accounting procedures for CPE with Receiving Manager. • Reviewed, documented, organized, and updated fixed assets from company conversion to… Show more Joined company after relocating to Arizona to maintain over 15k in fixed assets for corporation. Responsibility for reconciliation of fixed assets, prepaids, and cost of goods sold on a monthly basis. Assist other accounting professionals in the department as a back-up of day-to-day and month-end operations. • Developed new return to stock accounting procedures for CPE with Receiving Manager. • Reviewed, documented, organized, and updated fixed assets from company conversion to Great Plains. Implemented new accounting policies and procedures for reporting fixed assets. Ensured the accuracy and integrity of over 15k in company assets for compliance and regulations for IPO acquisition. • Earned responsibility of coordinating and conducting budget meetings with Corporate Executives and Department Heads. Reported monthly results and variances to the CFO. • Team lead on the 2008 audit for the Accounting Department. Show less



The Fence Company

• Dallas/Fort Worth Area

• Senior Accountant

  • Jan 2007 - Jun 2009

  Maintain all accounting and financial operations of company. Monitor and control material and labor costs to maximize productivity and increase profits. Supervise all logistics management from P & L performance, on-site operations, quality control, project management, and supplier onboarding. Maintain all accounting and financial operations of company. Monitor and control material and labor costs to maximize productivity and increase profits. Supervise all logistics management from P & L performance, on-site operations, quality control, project management, and supplier onboarding.



Petroleum Engineers of Texas

• Dallas/Fort Worth Area

• Staff Accountant/Analyst

  • Jan 2005 - Jan 2007

  Maintain all accounting and financial operations of company. Monitor and control costs to maximize productivity and increase profits. Supervise all logistics management from P & L performance, on-site operations, quality control, project management, and supplier onboarding. Record and maintain land leases. File all reporting for leases with the municipalities. Maintain all accounting and financial operations of company. Monitor and control costs to maximize productivity and increase profits. Supervise all logistics management from P & L performance, on-site operations, quality control, project management, and supplier onboarding. Record and maintain land leases. File all reporting for leases with the municipalities.