Experience

CDLLife

• United States
• Advertising Services
• 1 - 100 Employee

• Vice President of Finance

  • Jun 2018 - Present

  • Provide leadership and partnership across the organization to increase shareholder value through strategies and tactics focused on growth, profitability, risk management, and capital efficiency. • Thorough oversight of finance/accounting functions and implemented improvements to increase financial efficiency as a Finance Team of one. • Oversee human resources for organization with growth from 5 employees to ~60, creating processes and practices to improve compliance, accuracy, and… Show more • Provide leadership and partnership across the organization to increase shareholder value through strategies and tactics focused on growth, profitability, risk management, and capital efficiency. • Thorough oversight of finance/accounting functions and implemented improvements to increase financial efficiency as a Finance Team of one. • Oversee human resources for organization with growth from 5 employees to ~60, creating processes and practices to improve compliance, accuracy, and efficiency across all areas including payroll and benefits administration. After Company growth, selected new Vice President of Human Resources and effectively trained in all aspects of company, policies and procedures. • Assisted with the acquisition of Uhray, Inc, Bright Lights Media KC, and Hot Seats Services, as well as creation of Veterans in Trucking and CUB Ventures. • Key contributor throughout the Company’s ultimate sale to Clarendon Capital o Prepared due diligence requests across all business areas o Post-closing, coordinated final balance sheet/escrow release and continue to provide insights and leadership for integration activities across multiple functions. • Performed multiple positions including building and publishing client campaigns to social media, client services, assisting in data gathering for the building of the CDLLife app, training personnel, event planning, real estate locater, as well as all Human Resources and Finance functions. • Point of Contact for outside financial audits Show less • Provide leadership and partnership across the organization to increase shareholder value through strategies and tactics focused on growth, profitability, risk management, and capital efficiency. • Thorough oversight of finance/accounting functions and implemented improvements to increase financial efficiency as a Finance Team of one. • Oversee human resources for organization with growth from 5 employees to ~60, creating processes and practices to improve compliance, accuracy, and… Show more • Provide leadership and partnership across the organization to increase shareholder value through strategies and tactics focused on growth, profitability, risk management, and capital efficiency. • Thorough oversight of finance/accounting functions and implemented improvements to increase financial efficiency as a Finance Team of one. • Oversee human resources for organization with growth from 5 employees to ~60, creating processes and practices to improve compliance, accuracy, and efficiency across all areas including payroll and benefits administration. After Company growth, selected new Vice President of Human Resources and effectively trained in all aspects of company, policies and procedures. • Assisted with the acquisition of Uhray, Inc, Bright Lights Media KC, and Hot Seats Services, as well as creation of Veterans in Trucking and CUB Ventures. • Key contributor throughout the Company’s ultimate sale to Clarendon Capital o Prepared due diligence requests across all business areas o Post-closing, coordinated final balance sheet/escrow release and continue to provide insights and leadership for integration activities across multiple functions. • Performed multiple positions including building and publishing client campaigns to social media, client services, assisting in data gathering for the building of the CDLLife app, training personnel, event planning, real estate locater, as well as all Human Resources and Finance functions. • Point of Contact for outside financial audits Show less



Kansas City Peterbilt Company

• United States
• Truck Transportation
• 1 - 100 Employee

• Staff Accountant

  • Oct 2017 - Jun 2018

  Reconciliation of general ledger accounts for ten locations including trial balance and balance sheet accounts. Reconciliation of monthly schedules. Month end journal entries. Add and maintain Fixed Assets. Create and post journal entries. Monthly financial statement preparation and distribution. Assist Auditors. File and pay associated taxes. Reconcile bank statements. Use of Dealer Solutions Inc. (DSI) system. Reconciliation of general ledger accounts for ten locations including trial balance and balance sheet accounts. Reconciliation of monthly schedules. Month end journal entries. Add and maintain Fixed Assets. Create and post journal entries. Monthly financial statement preparation and distribution. Assist Auditors. File and pay associated taxes. Reconcile bank statements. Use of Dealer Solutions Inc. (DSI) system.



Point to Point Transportation LLC

• Enid, Oklahoma Area

• Co-Owner / Controller

  • Jul 2014 - Dec 2017

  Created and ran a successful one-unit independently owned and operated transport business delivering products throughout the contiguous United States. Working nights and weekends, handle all day-to-day aspects of a single unit transportation company. Assist in negotiation of loads, complying with FMCSA rules and regulations. All audits, accounting, taxes and year end entries. Created and ran a successful one-unit independently owned and operated transport business delivering products throughout the contiguous United States. Working nights and weekends, handle all day-to-day aspects of a single unit transportation company. Assist in negotiation of loads, complying with FMCSA rules and regulations. All audits, accounting, taxes and year end entries.



Hammer Williams Co,

• Food & Beverages
• 1 - 100 Employee

• Accounts Payable

  • Aug 2016 - Aug 2017

  All aspects of accounts payable, including transitioning to a paperless system of approval. All credit cards, inventory audits, EFT payment posting, journal entries, GL reconciliation, all month end closing duties. Trained replacement clerk. Sold home to move back to Kansas City. Use of Enterprise Solutions software, QuickBooks and Laser Fiche paperless imaging system. All aspects of accounts payable, including transitioning to a paperless system of approval. All credit cards, inventory audits, EFT payment posting, journal entries, GL reconciliation, all month end closing duties. Trained replacement clerk. Sold home to move back to Kansas City. Use of Enterprise Solutions software, QuickBooks and Laser Fiche paperless imaging system.



Paul Transportation Inc.

• United States
• Truck Transportation
• 1 - 100 Employee

• Accounts Receivable Supervisor

  • Jul 2013 - Aug 2014

  Supervise staff of two clerks in all areas of accounts receivable and collections. Various duties upon request. Extensive use of Excel spreadsheets, customer service, analytical skills, and personnel management. Company relocated to Tulsa, OK. Supervise staff of two clerks in all areas of accounts receivable and collections. Various duties upon request. Extensive use of Excel spreadsheets, customer service, analytical skills, and personnel management. Company relocated to Tulsa, OK.



Grainger

• United States
• Retail Office Equipment
• 700 & Above Employee

• Contract Associate - Accounts Receivable Coordinator

  • Mar 2012 - Jun 2012

  Serve as primary accounts receivable contact in excess of 15K assigned customer accounts. Reconcile daily customer payment exceptions for branch, corporate, government and large complex accounts in the form of checks and ACH payments. Manage incoming wire transfer payments. Process approved and requested customer refunds. . Compile statistical information for reporting and departmental projects upon request. Initiate and participate in meetings with internal and/or external business… Show more Serve as primary accounts receivable contact in excess of 15K assigned customer accounts. Reconcile daily customer payment exceptions for branch, corporate, government and large complex accounts in the form of checks and ACH payments. Manage incoming wire transfer payments. Process approved and requested customer refunds. . Compile statistical information for reporting and departmental projects upon request. Initiate and participate in meetings with internal and/or external business partners. Recommend process improvements. Serve as primary contact for assigned customer accounts. Special projects as assigned by Supervisor/Manager. Contract position through temporary agency Show less Serve as primary accounts receivable contact in excess of 15K assigned customer accounts. Reconcile daily customer payment exceptions for branch, corporate, government and large complex accounts in the form of checks and ACH payments. Manage incoming wire transfer payments. Process approved and requested customer refunds. . Compile statistical information for reporting and departmental projects upon request. Initiate and participate in meetings with internal and/or external business… Show more Serve as primary accounts receivable contact in excess of 15K assigned customer accounts. Reconcile daily customer payment exceptions for branch, corporate, government and large complex accounts in the form of checks and ACH payments. Manage incoming wire transfer payments. Process approved and requested customer refunds. . Compile statistical information for reporting and departmental projects upon request. Initiate and participate in meetings with internal and/or external business partners. Recommend process improvements. Serve as primary contact for assigned customer accounts. Special projects as assigned by Supervisor/Manager. Contract position through temporary agency Show less



CVR Energy, Inc.

• United States
• Oil and Gas
• 400 - 500 Employee

• Contract Associate - Division Order Analyst

  • Aug 2011 - Feb 2012

  Responsibility for reviewing and analyzing legal documents in order to determine legal ownership and responsible for remaining in compliance with government statutes and rulings as they apply to the companies leasing regulations. Handled transferring of deceased owners’ mineral rights to their rightful heirs by following state government regulations. Contract position through temporary agency Responsibility for reviewing and analyzing legal documents in order to determine legal ownership and responsible for remaining in compliance with government statutes and rulings as they apply to the companies leasing regulations. Handled transferring of deceased owners’ mineral rights to their rightful heirs by following state government regulations. Contract position through temporary agency



AMC Theatres

• Entertainment Providers
• 700 & Above Employee

• Contract Associate - Project Accounting

  • Jan 2011 - Jul 2011

  Fixed asset accounting for multiple theatre locations. Process invoices for payment. Helped process invoices in the Accounts Payable department during peak accounting periods. Contract position through temporary agency Fixed asset accounting for multiple theatre locations. Process invoices for payment. Helped process invoices in the Accounts Payable department during peak accounting periods. Contract position through temporary agency



Helzberg Diamonds

• United States
• Retail
• 700 & Above Employee

• Sales Audit Associate

  • Nov 2009 - Nov 2010

  Handle all overflow work including deposits, mail, spreadsheet requests, etc. Contract position through temporary agency which turned into a permanent part time position Handle all overflow work including deposits, mail, spreadsheet requests, etc. Contract position through temporary agency which turned into a permanent part time position



Bedford Advertising

• United States
• Advertising Services
• 1 - 100 Employee

• Accountant / HR

  • Jan 2004 - Oct 2008

  Manage all financial transactions, posting debits and credits, producing financial statements, and recording all transactions. Prepare management reports and financial summaries using Microsoft Excel and QuickBooks detailing company's financial status. Generate bank deposits, verify and balance receipts. Create invoices and track overdue accounts. Manage payroll and prepare payroll tax returns. Research and resolve billing and collections disputes. Interview and review employees; handle… Show more Manage all financial transactions, posting debits and credits, producing financial statements, and recording all transactions. Prepare management reports and financial summaries using Microsoft Excel and QuickBooks detailing company's financial status. Generate bank deposits, verify and balance receipts. Create invoices and track overdue accounts. Manage payroll and prepare payroll tax returns. Research and resolve billing and collections disputes. Interview and review employees; handle employee concerns and complaints. Handled contract negotiation for benefits and building services. Acted as final proofer on outgoing mail pieces. Key Contributions: Supported a significant increase in productivity levels by streamlining accounting processes. Prepared and delivered to management, under extremely quick turnaround timelines, accurate monthly, quarterly, and annual financial statements. Brought Human Resource department up to Federal and State Labor Laws. Negotiated health insurance to save company thousands of dollars while providing employees with quality care. 2007 Employee of the Year Show less Manage all financial transactions, posting debits and credits, producing financial statements, and recording all transactions. Prepare management reports and financial summaries using Microsoft Excel and QuickBooks detailing company's financial status. Generate bank deposits, verify and balance receipts. Create invoices and track overdue accounts. Manage payroll and prepare payroll tax returns. Research and resolve billing and collections disputes. Interview and review employees; handle… Show more Manage all financial transactions, posting debits and credits, producing financial statements, and recording all transactions. Prepare management reports and financial summaries using Microsoft Excel and QuickBooks detailing company's financial status. Generate bank deposits, verify and balance receipts. Create invoices and track overdue accounts. Manage payroll and prepare payroll tax returns. Research and resolve billing and collections disputes. Interview and review employees; handle employee concerns and complaints. Handled contract negotiation for benefits and building services. Acted as final proofer on outgoing mail pieces. Key Contributions: Supported a significant increase in productivity levels by streamlining accounting processes. Prepared and delivered to management, under extremely quick turnaround timelines, accurate monthly, quarterly, and annual financial statements. Brought Human Resource department up to Federal and State Labor Laws. Negotiated health insurance to save company thousands of dollars while providing employees with quality care. 2007 Employee of the Year Show less