Experience

Lucernex | an Accruent Company

• United States
• Software Development
• 1 - 100 Employee

• Controller

  • Jan 2012 - Present

  Plano, TX • Facilitate debt/equity investment transactions, manage the corporate capitalization table , create stock certificates, complete SEC Form D filings, execute debt to equity conversions, issue employee stock options and warrants, and liaison for shareholder relations • Prepare documents and information to enable third party accounting firm to create audited financial statements (clean audit report in 2012) and complete/file annual Federal and State tax returns • Complete 75% of the work… Show more • Facilitate debt/equity investment transactions, manage the corporate capitalization table , create stock certificates, complete SEC Form D filings, execute debt to equity conversions, issue employee stock options and warrants, and liaison for shareholder relations • Prepare documents and information to enable third party accounting firm to create audited financial statements (clean audit report in 2012) and complete/file annual Federal and State tax returns • Complete 75% of the work and manage the ISO 9001 internal audit. Passed in 2012 & 2013 • Responsible for day-to-day accounting, monthly account reconciliation, journal entries, analysis of cash accounts, accruals, fixed asset and prepaid accounts • Perform Accounts Payable function: process vendor invoices & employee expense reports • Perform Accounts Receivable function: create invoices and manage customer collections • Document meeting minutes for the Board of Directors • Prepare and analyze financial statements and monthly reporting for the Executive Team • Debt service of loans, cash management, and managing banking relationships • Accountable for all payroll and human resources responsibilities for 35 employees and contractors Show less



ORDA Corporation

• Portfolio Manager

  • Feb 2009 - Dec 2011

  Addison, TX • Performed due diligence to acquire two portfolios of distressed real estate assets, composed of 500 delinquent residential mortgages • Coordinated and managed all aspects of a small Mortgage Special Servicer: loan modifications, foreclosures, short sales, title insurance settlements, deed in lieu of foreclosures, REO dispositions, and debt settlements • Acquired, repaired, and sold over 300 homes. Built a portfolio of over 100 performing loans and rental properties through the pool of… Show more • Performed due diligence to acquire two portfolios of distressed real estate assets, composed of 500 delinquent residential mortgages • Coordinated and managed all aspects of a small Mortgage Special Servicer: loan modifications, foreclosures, short sales, title insurance settlements, deed in lieu of foreclosures, REO dispositions, and debt settlements • Acquired, repaired, and sold over 300 homes. Built a portfolio of over 100 performing loans and rental properties through the pool of mortgages Show less