Experience

Pain Management of Oklahoma

• United States
• Medical Practices
• 1 - 100 Employee

• Accounting Controller

  • Mar 2023 - Present

  Broken Arrow, Oklahoma, United States



WorryFree Tax & Accounting LLC

• Owner/President

  • Dec 2016 - Present

  Tulsa, Oklahoma Area Business/individual income tax preparation along with small business accounting services. Personal & Business Tax Services: Tax planning and full service tax preparation provider Quarterly estimated tax calculations IRS tax reporting requirements Accounting Services: Bookkeeping and monthly financial statements Reporting and Analysis (KPI’s) Consulting with a focus on streamlining process and procedures Payroll reports and/or W-2’s… Show more Business/individual income tax preparation along with small business accounting services. Personal & Business Tax Services: Tax planning and full service tax preparation provider Quarterly estimated tax calculations IRS tax reporting requirements Accounting Services: Bookkeeping and monthly financial statements Reporting and Analysis (KPI’s) Consulting with a focus on streamlining process and procedures Payroll reports and/or W-2’s and 1099’s City/County reports Show less



Restoration Builders Inc.

• United States
• Construction
• 100 - 200 Employee

• Area Controller - OK/CO/CA

  • Apr 2020 - Mar 2023

  Bixby, Oklahoma, United States • Responsible for all accounting and financial reporting functions for RBI of Oklahoma and Colorado. • Monitor and analyze accounting data and financial statements, establish and enforce proper accounting methods, policies and principles. • Participate in the development and implementation of Company strategic and financial planning. • Communicate with management on a variety of job-related topics including processes and procedures, WIP reporting, cashflow, and other misc… Show more • Responsible for all accounting and financial reporting functions for RBI of Oklahoma and Colorado. • Monitor and analyze accounting data and financial statements, establish and enforce proper accounting methods, policies and principles. • Participate in the development and implementation of Company strategic and financial planning. • Communicate with management on a variety of job-related topics including processes and procedures, WIP reporting, cashflow, and other misc. business savings opportunities. • Interact with outside accounting firm and other business professionals on matters related to compliance and consolidations. • Preparation/oversight of all monthly financial reports. • Provide other reporting and budgeting/forecasts as needed or required by management. • Manage company cash flow. • Supervise accounts receivable and accounts payable staff and functions. • Interactions with management and staff to ensure proper compliance with accounting. • Monitor and ensure accounting procedures are in place for operations and work as a team to coordinate proper implementation and compliance. - Company integration team Show less



Oxford HealthCare

• United States
• Hospitals and Health Care
• 300 - 400 Employee

• Director of Accounting

  • Oct 2015 - Apr 2020

  Responsible for the billing process and all aspects of business operations including accounts receivable, payroll, monthly accounting cycle reports, cost accounting, accounts payable, preparation of detail to generate timely financial statements and reports. Also, responsible to keep IT infrastructure operating at an optimal level.



Verizon

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• Financial Operations Manager - Billing

  • Sep 2014 - Oct 2015

  Tulsa, Oklahoma Area *Manage a team of 10 related to Conferencing, Internet and Security. *Interpret complex contractual launguage and engage partners in identifying the financial impact.Identify and implement solutions around contract rates to minimize negative customer impact. *Lead and encourage change & innovation to improve operational results.



World Wide Technology

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• Finance Manager

  • Nov 2011 - Jul 2014

  Maryland Heights Manager of Commercial Midwest and East Responsibilities: •AR management •Inventory aging •Program profitability •Budget and variance reporting •Cost of capital •Liason between finance and Commercial P&L owners, PMs and operations teams related to specified programs •Manager of (3) collectors and (2) program analysts



Mastercard

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• Senior Professional, Finance Analyst

  • Nov 2010 - Sep 2011

  •Creation of financial models which includes the reporting of findings and recommendations for improved financial performance. •Level one projects often related to internal management reporting, pricing, segment and business unit profitability, member agreement and business case analysis. •Prepare and review periodic internal management reporting information relating non-financial metrics to historical and projected financial performance. •Manage and conduct analysis to assist… Show more •Creation of financial models which includes the reporting of findings and recommendations for improved financial performance. •Level one projects often related to internal management reporting, pricing, segment and business unit profitability, member agreement and business case analysis. •Prepare and review periodic internal management reporting information relating non-financial metrics to historical and projected financial performance. •Manage and conduct analysis to assist senior management in planning, evaluating financial requirements, and meeting financial objectives. •Oversee annual budgets and quarterly forecasts for expenses and capital. Show less



CenturyLink Business for Enterprise

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• Senior Financial Analyst

  • May 2010 - Dec 2010

  Responsible for understanding and monitoring the costs and key financial metrics for areas of the SAVVIS business (Proserve & Sales). Provide financial support to management to assist in decision making and performance tracking. Analyze and interpret financial impacts through detailed financial analysis and modeling. Prepare trending analysis along with providing budget and forecast variance explanations followed by management reporting responsibilities for key operational areas of… Show more Responsible for understanding and monitoring the costs and key financial metrics for areas of the SAVVIS business (Proserve & Sales). Provide financial support to management to assist in decision making and performance tracking. Analyze and interpret financial impacts through detailed financial analysis and modeling. Prepare trending analysis along with providing budget and forecast variance explanations followed by management reporting responsibilities for key operational areas of the company. Provide business partner with monthly package on state of the business (focused on productivity). Partner with internal customers to drive profitability and identify financial issues. Show less



CenturyLink Business for Enterprise

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• SAP Financial Systems Manager (FI/CO)

  • Mar 2008 - Mar 2009

  Financial planning and analysis (FP&A) business lead representative for the FI/CO team. Provided business context for translating the project goals and objectives into process requirements and deliverables. Acted as primary point of contact for planning, tracking and issue resolution for my functional area. Effectively communicated with project managers/SAP consultants to insure accurate data conversion and reporting requirements. Developed business process flows, standard… Show more Financial planning and analysis (FP&A) business lead representative for the FI/CO team. Provided business context for translating the project goals and objectives into process requirements and deliverables. Acted as primary point of contact for planning, tracking and issue resolution for my functional area. Effectively communicated with project managers/SAP consultants to insure accurate data conversion and reporting requirements. Developed business process flows, standard operating procedures to ensure data and system integrity. Identified control risk areas and design, execute, and document internal controls to mitigate and ensure SOX compliance.

• Capital Finance Analyst

  • Jul 2006 - Mar 2008

  Developed and presented monthly and annual capital expenditure financial analysis based on different management views (project, cost center, customer deals) Lead monthly capital project meetings with Operations' Management and prepare accurate and timely capex forecasts. Actively managed and communicated monthly budget and forecast variances by project to departmental management through direct meetings and/or presentations Coordinated monthly reporting which includes the commentary… Show more Developed and presented monthly and annual capital expenditure financial analysis based on different management views (project, cost center, customer deals) Lead monthly capital project meetings with Operations' Management and prepare accurate and timely capex forecasts. Actively managed and communicated monthly budget and forecast variances by project to departmental management through direct meetings and/or presentations Coordinated monthly reporting which includes the commentary, presentations and reconciliations of capital G/L accounts. Identified capital expenditure reporting and processes inefficiencies and implement necessary changes. Maintained Capital Project Accounting within SAP. This involved creating projects as they are approved, and reconciled project reports to the general ledger each period. Assisted with special projects and ad hoc analysis as requested, such as estimated cash flows, procurement review.



Quebecor World Premedia

• Financial Analyst

  • Mar 2003 - Feb 2006

  Responsible for high-level financial analysis and reporting which includes technical accounting research, financial planning and reporting. Maintained the budgeting, forecasting, and financial reporting for assigned business units. Performed analysis to assist senior management in planning, evaluating financial requirements, and meeting financial objectives. Prepared monthly financial reports and analysis as required by corporate guidelines Identifying and explaining significant… Show more Responsible for high-level financial analysis and reporting which includes technical accounting research, financial planning and reporting. Maintained the budgeting, forecasting, and financial reporting for assigned business units. Performed analysis to assist senior management in planning, evaluating financial requirements, and meeting financial objectives. Prepared monthly financial reports and analysis as required by corporate guidelines Identifying and explaining significant expense variances for current month and year-to-date results. Closed the financial book for three head office companies. Created financial models to justify the facility management establishments along with models for sales budgets to ease the upload process. Show less



Save A Lot

• United States
• Wholesale Food and Beverage
• 700 & Above Employee

• Financial Analyst

  • Nov 2001 - Feb 2003

  Provided the VP of distribution and other members of the distribution management team with analysis of operating results and information as required to monitor. Identified significant variances, investigated reasons for those variances and presented findings to the VP of distribution and upper management on a period basis. Performed financial analysis of proposed operational changes in distribution which included the potential profitability to the distribution centers as well as the… Show more Provided the VP of distribution and other members of the distribution management team with analysis of operating results and information as required to monitor. Identified significant variances, investigated reasons for those variances and presented findings to the VP of distribution and upper management on a period basis. Performed financial analysis of proposed operational changes in distribution which included the potential profitability to the distribution centers as well as the overall impact on the company. Prepared annual budgeting templates for the licensee side of the business. Created budget model utilizing Visual Basic to allow the distribution managers ease and efficiency with reviewing history and establishing new budgets. Show less



Central States Coca-Cola

• Financial Analyst

  • Jun 1999 - Nov 2001

  Coordinated weekly, monthly, and quarterly analysis of actual operating results compared to forecast and budget to prior providing profitability with key business indicators. Developed and created reports showing gross profit, cost of goods, net sales income, and accuracy between forecast and actual. Compiled and reviewed the annual business plan for divisional key accounts giving insight on future consumption. Interacted closely with the finance management team on strategic planning… Show more Coordinated weekly, monthly, and quarterly analysis of actual operating results compared to forecast and budget to prior providing profitability with key business indicators. Developed and created reports showing gross profit, cost of goods, net sales income, and accuracy between forecast and actual. Compiled and reviewed the annual business plan for divisional key accounts giving insight on future consumption. Interacted closely with the finance management team on strategic planning and analysis of the company's performance. Prepared and presented monthly presentations identifying variances and opportunities to the key account managers. Conducted an on site training course for company employees for nine branch locations. Show less