Experience

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  Omni Aerospace

  • 3130 W Pawnee

  • Chief Financial Officer / General Manager

    • Apr 2017 - May 2023
    • 3130 W Pawnee

    Provide companywide leadership. Responsible for managing the corporate administrative function to include accounting/finance, information technology, and human resource. Manage key relationships with financial institutions and CPA for tax and audit matters. Manage payables and receivables accounting staff as well as shipping and receiving staff. Serve as the ERP System Administrator. Responsible for preparation of monthly financial statements, including accruals, prepaids, bank reconciliations and journal entries. Prepare weekly cash flow estimate calculations and monthly Inventory Valuation review and posting of COGS entries. Successfully managed a $10mm capital expansion project including bank/SBA funding. Lead a project to document processes and procedures. Managed year end physical inventory count while implementing a bar code paperless count system. Prepared annual budget. Performed invoicing on the US Government iRapt site and annual SAM registration.

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  A-OK Enterprises, LLC

  • Wichita, Kansas

  • Chief Financial Officer

    • Dec 2015 - Apr 2017
    • Wichita, Kansas

    Responsible for leading the corporate administrative function to include accounting/finance, human resources, and information technology. Working directly with the CEO to manage key relationships with and reporting to investors, financial institutions, outside CPA and benefits management firms as well as insurance providers and other vendors. Successfully revised and enhanced accounting processes from the store level to the accounting department to ensure accuracy, efficiency and minimize loss through effective controls. Developed and enhanced reporting of Key Performance Indicators (KPIs) to help location managers focus on metrics that are priority to improving store profitability. Mentor and encourage staff to continue to develop professionally through leadership in group education workshops and meeting one on one with staff to focus on areas of need. Utilized analysis of historical results, coupled with current market conditions to recommend effective resource allocations to achieve corporate goals.

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  iMedX

  • Wichita, Kansas Area

  • Regional Manager

    • 2013 - 2014
    • Wichita, Kansas Area

    Responsible for managing the transition of clients and staff purchased from Physician's Choice Medical Transcription to iMedX services.

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  Physicians Choice Transcription Service

  • Wichita, Kansas

  • President/Owner

    • 2001 - 2013
    • Wichita, Kansas

    Responsible for leadership in all aspects of the operations of the company, including administration, accounting/tax reporting, human resources, staff management, sales, new account implementation and client service. Lead 60% growth in revenues over a 5-year period serviced by 4 teams staffed by approximately 50 people. Implemented significant technology upgrade of document management system, including design and development of custom applications to improve staff efficiency and error tracking. Business was sold in 2013 for a significant return on investment.

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  K·Coe Isom

  • Wichita, KS

  • Principal

    • 1991 - 2001
    • Wichita, KS

    PrincipalAdditional responsibilities include providing a leadership role to the Wichita office, Firm goal setting and definition of group and individual unit objectives along with corresponding action steps, budgeting, and unit profitability.Senior Technology Consultant/ Technology ConsultantPrimary responsibility for providing excellent client service in the implementation and support of technology solutions that included Novell and Windows PC networks, general business applications and MAS 90 Accounting Solutions.Additional responsibilities include marketing and sales of technology services, staff supervision, project management, product development and continued improvement of technology skills. Senior Accountant/ Staff AccountantPrimary responsibility for 1040, 1041, 1120, and 5500 income tax returns, preparation of compiled, reviewed and audited financial statements, preparation of client communications, assistance with audits of various entities.Additional responsibility for management of client relationships including billing, supervision of staff on tax and attestation engagements.