Experience

Express Flooring

• United States
• Retail
• 1 - 100 Employee

• Chief Financial Officer

  • Aug 2022 - Present

  Phoenix, Arizona, United States Manage finance, accounting, and administrative departments. Serve on Leadership Team.



Forward Motions, LLC

• United States
• Professional Training and Coaching
• 1 - 100 Employee

• Chief Financial Officer

  • 2019 - Present

  Phoenix, Arizona, United States Forward Motions provides professional online coaching services. In this role, I oversee the development and management of the Finance Department with responsibility for strategic planning, financial reporting, accounting, budgeting and forecasting, and cash flow management; direct two team members. Created and manage all platforms for email campaigns, social media advertising and outreach, and group coaching sessions. My successes included: • Optimized financial operations;… Show more Forward Motions provides professional online coaching services. In this role, I oversee the development and management of the Finance Department with responsibility for strategic planning, financial reporting, accounting, budgeting and forecasting, and cash flow management; direct two team members. Created and manage all platforms for email campaigns, social media advertising and outreach, and group coaching sessions. My successes included: • Optimized financial operations; enabled growth and increased profitability. • Designed and established financial policies and processes. • Identified and aligned key performance indicators (KPIs) with organizational goals. Show less



Contract Associates

• United States
• Entertainment Providers

• Chief Financial Officer

  • 2012 - 2019

  Albuquerque, New Mexico, United States Contract Associates provides office furniture and architectural products. I led the finance operations encompassing forecasting and long-range financial planning, financial and regulatory reporting, accounting operations, cash flow management, compliance, audits, risk management, and budgeting; coordinated multi-state payroll; directed the production of the annual budget. Converted the company from C-corp to S-corp status; served as a member of the Executive Leadership Team and Review… Show more Contract Associates provides office furniture and architectural products. I led the finance operations encompassing forecasting and long-range financial planning, financial and regulatory reporting, accounting operations, cash flow management, compliance, audits, risk management, and budgeting; coordinated multi-state payroll; directed the production of the annual budget. Converted the company from C-corp to S-corp status; served as a member of the Executive Leadership Team and Review Committee; built financial relationships. Key accomplishments included: • Enhanced financial processing efficiencies; selected and led the implementation of a new enterprise resource planning (ERP) system; Increased productivity, lowered costs, and provided real-time data on company operations; enabled 20% company growth with no staff increase. • Improved financial decision-making by designing financial visualization dashboard for management meetings; migrated all server-based applications to cloud-based deployments. • Decreased accounts receivable (AR) aging from over 40% past due to less than 2%; created and implemented an enhanced collection practice. • Successfully led the integration process of an organizational acquisition involving analysis and forecasting for business expansion; conducted negotiations. • Administered training sessions on computer systems, internal processes, and retirement benefits. Show less



Charter Bank

• Banking
• 1 - 100 Employee

• Executive Vice President & Chief Financial Officer │ Controller

  • 2000 - 2012

  Albuquerque, New Mexico, United States Charter Bank is recognized as a premiere real estate bank offering loans in both residential & commercial real estate. Executive Vice President & Chief Financial Officer, 2009 – 2012 Controller, 2000 – 2009 I headed the finance operations including financial planning, financial and regulatory reporting, accounting, compliance, audits, budgeting and forecasting, and risk management; supervised up to 9 direct reports with the management of 11 additional team members. Served as a… Show more Charter Bank is recognized as a premiere real estate bank offering loans in both residential & commercial real estate. Executive Vice President & Chief Financial Officer, 2009 – 2012 Controller, 2000 – 2009 I headed the finance operations including financial planning, financial and regulatory reporting, accounting, compliance, audits, budgeting and forecasting, and risk management; supervised up to 9 direct reports with the management of 11 additional team members. Served as a Financial Executive at Board Meetings and as a member of the Leadership Committee; performed as a strategic advisor to executive leadership; built financial relationships and partnerships. My achievements included: • Improved financial operations; developed and enhanced controls and procedures; • Directed selection and execution of new core ERP bank system; grew assets over 400%. • Raised management collaboration throughout the organization; redesigned the production and use of the annual budget. • Developed team members into promotional roles through coaching and mentoring. • Conducted training sessions on ERP system, budgeting, and internal processes. Show less



The Schannen Group

• Senior Financial Systems Consultant

  • 1997 - 2000

  Mount Vernon, Washington, United States I managed ERP system implementations and processed redesign activities for over 25 companies; created systems to meet customers’ needs; performed training on financial and accounting systems and processes.