Experience

CCI Network Services

• United States
• Telecommunications
• 1 - 100 Employee

• Controller

  • Jan 2020 - Present



Dental Select

• United States
• Insurance
• 1 - 100 Employee

• Corporate Controller

  • Jan 2014 - Jan 2020

  -Responsible for preparing consolidated financial statements in conformity with U.S. GAAP -Prepared and managed company budgets and forecasts -Managed all aspects of day-to-day operations including cash flow, accounts payable and payroll -Reported financial statements to the CFO and CEO as required -Managed the month-end close process (using FloQast) to ensure accurate and timely financial reporting -Key contact with outside auditing firm. Oversaw all of the company’s annual audits -Tracked compliance with all financial covenants related to notes payable and revolving lines of credit -Responsible for reporting financials to Banks and Underwriter-Assisted in the preparation of technical accounting memos -Prepared and provided all relevant tax information (Federal and State) to outside CPA’s

• Director of Accounting

  • Oct 2011 - Dec 2013

• Controller

  • May 2007 - Oct 2011



Cimetrix Incorporated

• United States
• Semiconductor Manufacturing
• 1 - 100 Employee

• Controller

  • Apr 2000 - May 2007

  -Managed all aspects of day-to-day operations including cash flow, payroll, accounts payable and accounts receivable. Experienced with Microsoft Dynamics (Great Plains) -Responsible for all SEC Filings (Forms 10-K, 10-Q, 8-K, S-8, Forms 3, 4, 5) -Prepared Consolidated Financial Statements in conformity with U.S. GAAP -Prepared other key documents including the Company’s proxy solicitations, corporate governance documents, private placement and registration statements -Key contact with auditing firm. Responsible for all annual audits and quarterly reviews -Presented monthly financial statements and forecasts to the CEO and Board of Directors -Increased efficiency and effectively managed budgets to drive profitability -HR Director responsible for employee reviews, employee compensation, maintaining corporate handbook and policies and procedures -Other areas of experience included: debt restructuring, acquisitions, shareholder meetings and maintenance of corporate insurance policies (D&O, Liability and Workers Compensation)