Experience

North Hudson Resource Partners LP

• United States
• Investment Management
• 1 - 100 Employee

• Chief Financial Officer / Chief Compliance Officer

  • Jan 2020 - Present

  Houston, TX, United States



White Deer Energy

• Controller

  • Jun 2015 - Jan 2020

  Houston, Texas Area • Directed the accounting and financial reporting processes and year-end audits for three private equity funds. • Developed and maintained financial models to project expected returns over the life of the funds. • Oversaw HR, IT and Fund Administration functions. • Maintained relationships with bankers, auditors, tax preparers, and IT, HR, and Fund administration service providers • Assisted CFO with treasury responsibilities, cash projections, budget preparation, regulatory… Show more • Directed the accounting and financial reporting processes and year-end audits for three private equity funds. • Developed and maintained financial models to project expected returns over the life of the funds. • Oversaw HR, IT and Fund Administration functions. • Maintained relationships with bankers, auditors, tax preparers, and IT, HR, and Fund administration service providers • Assisted CFO with treasury responsibilities, cash projections, budget preparation, regulatory compliance and tax reporting. • Interviewed, hired and trained members of accounting/finance team. Accomplishments • Saved ~$500K annually by transitioning fund administration duties from third-party service provider to in-house. • Recommended the firm outsource its benefits be outsourced to a PEO, avoiding a 24% increase in health benefits’ costs. • Reduced IT costs $40k annually by overseeing integration of firm’s two offices onto single, cloud-based IT network. • Centralized investor data into an online CRM database to provide more complete and accurate data to the Executive team. • Implemented new accounting information system to improve accounting and reporting processes. • Negotiated a lower interest rate on the firm’s credit facilities. • Standardized accounts payable process to improve internal efficiencies. Show less



The Sterling Group

• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Assistant Controller

  • Jun 2013 - Jun 2015

  Houston, Texas Area • Maintained the accounting and financial reporting for two private equity funds. • Developed new financial reporting processes allowing quarter close process to be done in 1/3 time. • Performed treasury and cash management functions (e.g. set up bank accts, cash calls, distributions, etc.) for the funds and the management company. • Strengthened investor relationships by fulfilling information requests. • Assisted the Controller in the tax reporting for all the firm’s… Show more • Maintained the accounting and financial reporting for two private equity funds. • Developed new financial reporting processes allowing quarter close process to be done in 1/3 time. • Performed treasury and cash management functions (e.g. set up bank accts, cash calls, distributions, etc.) for the funds and the management company. • Strengthened investor relationships by fulfilling information requests. • Assisted the Controller in the tax reporting for all the firm’s entities. • Standardized monthly financial reports of portfolio company metrics to improve the timeliness and comparability of data for the firm’s Executive team. • Trained and managed accounting staff. • Oversaw setup and management of investor data room used during fundraising. Show less



EY

• United Kingdom
• IT Services and IT Consulting
• 700 & Above Employee

• Audit Senior

  • Sep 2012 - Jun 2013

  Houston, Texas Area • Performed audits for public and private company clients in the oilfield services and health care industries. • Directed six staff auditors in the performance of audits procedures for multiple financial statement accounts including pensions, debt, property and equipment, deferred revenue, cash, materials and supplies, prepaid assets, current& LT liabilities. • Oversaw the performance of all procedures related to the audit of internal controls of financial reporting (SOX… Show more • Performed audits for public and private company clients in the oilfield services and health care industries. • Directed six staff auditors in the performance of audits procedures for multiple financial statement accounts including pensions, debt, property and equipment, deferred revenue, cash, materials and supplies, prepaid assets, current& LT liabilities. • Oversaw the performance of all procedures related to the audit of internal controls of financial reporting (SOX 404). • Reviewed client's assessment of all service providers and in-scope SOC1 Reports. • Reviewed client’s 10K and 10Q filings to ensure they fairly, accurately and completely presented the financial position of the company. Show less



MaloneBailey, LLP

• United States
• Accounting
• 1 - 100 Employee

• Audit Senior

  • Jul 2012 - Sep 2012

  Houston, Texas Area • Assisted managers and partners with project management for 11 different clients. • Supervised the work of audit staff on six separate teams for concurrent client engagements. • Reviewed client’s 10K and 10Q filings to ensure they fairly, accurately and completely presented the financial position of the company.

• Audit Experienced Staff

  • Jul 2011 - Jul 2012

  Houston, Texas Area • Planned client engagements based on identified accounting, operating, and fraud risks. • Researched and helped clients apply fair value accounting principles to complex investments.

• Audit Staff

  • Oct 2010 - Jul 2011

  Houston, Texas Area • Performed audit engagements for publicly listed clients in a wide range of industries (e.g. O&G, IR firms, Mining, Manufacturing, and Services).



BYU Store

• United States
• Retail
• 1 - 100 Employee

• Accounts Payable Student Supervisor

  • Oct 2007 - May 2010

  Provo, Utah Area • Managed a team of three other student employees. • Organized and directed student employee meetings. • Investigated and resolved financial discrepancies. • Vendor relationship management.

• Accounts Payable Clerk

  • Oct 2006 - Oct 2007

  Provo, Utah Area • Assisted with the Store’s annual inventory audit. • Applied credits to account balances. • Data entry.



Internal Revenue Service

• United States
• Government Administration
• 700 & Above Employee

• Small Business/Self-employed Revenue Agent Intern

  • Jun 2009 - Aug 2009

  Greater Salt Lake City Area • Analyzed and prepared evidentiary documents for a criminal investigation. • Researched tax laws to support the IRS’s position on audits. • Substantiated taxpayers’ true income through bank deposit analysis.