Experience

United Way of Midland
• Non-profit Organizations
• 1 - 100 Employee
• Director of Finance

  • Apr 2022 - Present


United Way of Odessa

• United States
• Non-profit Organizations
• 1 - 100 Employee

• Finance Manager

  • May 2017 - Sep 2023

  • Process payroll – pay taxes, benefits and employee deductions. Process the onboarding of new employees. • Code and process invoices in accounting software. Insure all invoices are coded to the proper expense accounts. • Prepare and record checks for deposit – reconcile cash receipts in donor software to accounting software. • Process and mail out allocation checks – accounts payable • Reconcile all bank accounts operating/savings/reserves and record interest income monthly. • Prepare financial reports for Finance Committee – bank balances, collections, pledge receivables, budget summary and previous meeting minutes. • Audit and release incoming pledges. • Generate and mail tax communications to donors and employees. • Prepare reports, pull samples (invoices, bank reconciliations and campaign packets) for annual audit. • Prepare and facilitate the addition/removal of check signers for operating accounts. • Work collections for events throughout the year. • Records management and document retention. Show less



West Texas State Bank

• United States
• Banking
• 1 - 100 Employee

• Credit Analyst

  • Dec 2015 - May 2017

  • Spread and analyze commercial financial statements and personal financial statement of guarantors for prospective and existing loan customers. • Inspect construction on real estate new build construction loans. Record progress and compare percentage complete against percentage drawn. • Perform financial analysis and basic underwriting of loan packages for loan officers to include the following: trend, equity and ratio analysis, loan structuring, collateral analysis, guarantor analysis, and calculation of Global Debt Service Coverage • Perform loan reviews of existing commercial loans o Recommend credit grades based on creditworthiness of borrower and performance of the loan o Identify documentation exceptions and evaluate underwriting • Evaluate value of collateral against loan value to ensure commercial loans are properly secured. Show less



National Oilwell Varco

• China
• Software Development
• 1 - 100 Employee

• Office Manager/HSE Coordinator

  • May 2013 - Dec 2015

  • Process accounts receivable/accounts payable. • Maintain quotes and sales orders on oilfield equipment repairs/parts orders. Create purchase orders when necessary. • Answer incoming phone calls, file and maintain all completed sales orders, provide administrative support to necessary personnel. • Collections on past due invoices. • Maintain weekly/monthly revenue reports and market forecast. • Maintain job schedule/equipment reports and assist in monthly equipment audit. • Assist in pre-employment administration, create and file employee personnel and medical records. • Maintain labor and distribution reports, non-productive/productive job report. • Process new hires and conduct employee orientation. Enter employee time/vacation in Kronos. • Maintain HR related reports and documentation, answer questions regarding benefits and company policies. • Manage Voluntary Protection Program certification through OSHA. • Maintain monthly safety inspections/potential hazard spreadsheet and observation cards. • Organize and conduct monthly safety meetings. Show less



Kaplan College

• Photography
• 1 - 100 Employee

• Business Office Manager

  • Mar 2008 - May 2013

  • Manage accounts payable/accounts receivable. Cash management review reports on account balances, cash receipts summary, and student funding. • Assist with month end closing, revenue recognition, and exceptions. • Manage collections and student accounts. Post lender refunds, stipends and student living expenses. • Run SOX reports; prepare monthly audit reports to ensure compliance. • Manage and instruct financial literacy course and money management course. • Manage inventory and maintain office supplies/ student materials. Maintain monthly budget restrictions. Create and approve all purchase order for all departments. • Prepare daily bank deposit of all cash received, and take deposit to bank daily. Reconcile petty cash at month end. • Run preliminary ledger report and compare against monthly master budget, prepare variance analysis and identify coding errors. • Monitor and manage employees overtime/approve time and handle employee payroll questions. Show less