Controller

• Jul 2023 - Present

Key member of management team responsible for building the financial infrastructure to support and scale with a rapidly growing start-up healthcare company focused on making an impact on wound care management. Managing resources -- people and processes -- to support the Accounting, Finance and Reporting needs of a dynamic organization. Key member of management team responsible for building the financial infrastructure to support and scale with a rapidly growing start-up healthcare company focused on making an impact on wound care management. Managing resources -- people and processes -- to support the Accounting, Finance and Reporting needs of a dynamic organization.

Corporate Controller - Fractional (PT)

• Feb 2018 - Present

As the Corporate Controller for Lone Star Valet, I govern all corporate accounting and finance duties to support operations, including implementing financial initiatives with quantifiable contributions to directly impact this start-up parking company's performance with 500+ employees. ► Manage all accounting and finance functions using QuickBooks Enterprise for month-end closing, budgeting and forecasting, financial analysis and reporting. ► Review and document all accounting, finance… Show more As the Corporate Controller for Lone Star Valet, I govern all corporate accounting and finance duties to support operations, including implementing financial initiatives with quantifiable contributions to directly impact this start-up parking company's performance with 500+ employees. ► Manage all accounting and finance functions using QuickBooks Enterprise for month-end closing, budgeting and forecasting, financial analysis and reporting. ► Review and document all accounting, finance, and reporting policies and processes, with a focus on enhancing internal controls. ► Established cash management plan to ensure working capital reserves were maintained and proper cash handling and audit procedures were instituted. Served as banking liaison supporting 12 bank accounts, and secured PPP funds to support operations through Covid-19. ► Engaged in strategic operations decisions including: recruiting, compensation planning, account profitability/margin analysis, revenue recognition, marketing/account management, liability insurance negotiations, customer service management, and coordinating resource support across Denver, Miami, Oklahoma, and Dallas/Fort Worth. ► Achieved tax savings of $130K+ through disputes, penalty waivers, and filing of amendments. ► Drove bill disputes, adjustments, and corrections to save $85K+. ► Launched cost savings initiatives with monthly and annual charges totaling ~$25K annually. ► Executed a network migration project to enhance internet bandwidth by 3X converting to fiber and reducing service IT support fees by 75%. Show less As the Corporate Controller for Lone Star Valet, I govern all corporate accounting and finance duties to support operations, including implementing financial initiatives with quantifiable contributions to directly impact this start-up parking company's performance with 500+ employees. ► Manage all accounting and finance functions using QuickBooks Enterprise for month-end closing, budgeting and forecasting, financial analysis and reporting. ► Review and document all accounting, finance… Show more As the Corporate Controller for Lone Star Valet, I govern all corporate accounting and finance duties to support operations, including implementing financial initiatives with quantifiable contributions to directly impact this start-up parking company's performance with 500+ employees. ► Manage all accounting and finance functions using QuickBooks Enterprise for month-end closing, budgeting and forecasting, financial analysis and reporting. ► Review and document all accounting, finance, and reporting policies and processes, with a focus on enhancing internal controls. ► Established cash management plan to ensure working capital reserves were maintained and proper cash handling and audit procedures were instituted. Served as banking liaison supporting 12 bank accounts, and secured PPP funds to support operations through Covid-19. ► Engaged in strategic operations decisions including: recruiting, compensation planning, account profitability/margin analysis, revenue recognition, marketing/account management, liability insurance negotiations, customer service management, and coordinating resource support across Denver, Miami, Oklahoma, and Dallas/Fort Worth. ► Achieved tax savings of $130K+ through disputes, penalty waivers, and filing of amendments. ► Drove bill disputes, adjustments, and corrections to save $85K+. ► Launched cost savings initiatives with monthly and annual charges totaling ~$25K annually. ► Executed a network migration project to enhance internet bandwidth by 3X converting to fiber and reducing service IT support fees by 75%. Show less

Corporate Controller

• Jun 2021 - Jan 2022

Key member of senior management team, reporting to the CFO. responsible for managing corporate accounting and finance responsibilities for a start-up medical implant manufacturer and distributor. Establish processes and controls and replaced outsourced accounting functions by configuring, reconciling and managing Accounting records for 4 different entities. Assist in the management of Inventory and operations by facilitating Inventory counts, establishing processes and controls, and responsible… Show more Key member of senior management team, reporting to the CFO. responsible for managing corporate accounting and finance responsibilities for a start-up medical implant manufacturer and distributor. Establish processes and controls and replaced outsourced accounting functions by configuring, reconciling and managing Accounting records for 4 different entities. Assist in the management of Inventory and operations by facilitating Inventory counts, establishing processes and controls, and responsible for all aspects of hiring/staffing personnel. ► Manage all accounting and finance functions using QuickBooks Online for month-end closing, budgeting and forecasting, financial analysis and reporting for 4 separate entities. ► Review and document all accounting, finance, and reporting policies and processes, with a focus on implementing and enhancing internal controls. ► Perform monthly and quarterly compliance reporting as per LOC/lending agreements with lenders ► Member of management team tasked with obtaining Medical Device Quality Management ISO audit and certification (Aug 2022) ► Implemented Expense Reporting application (Certify/Emburse) for internal use to improve processing efficiency and accuracy (Jan 2022) ► Applied for $200K+ in ERC funding for the company based on 'business loss' criteria and 'loss of income criteria'. Researched terms of qualification and prior government mandates to ensure periods of coverage, conducted calculations and completed all applications for 2020 and 2021 credits. Show less Key member of senior management team, reporting to the CFO. responsible for managing corporate accounting and finance responsibilities for a start-up medical implant manufacturer and distributor. Establish processes and controls and replaced outsourced accounting functions by configuring, reconciling and managing Accounting records for 4 different entities. Assist in the management of Inventory and operations by facilitating Inventory counts, establishing processes and controls, and responsible… Show more Key member of senior management team, reporting to the CFO. responsible for managing corporate accounting and finance responsibilities for a start-up medical implant manufacturer and distributor. Establish processes and controls and replaced outsourced accounting functions by configuring, reconciling and managing Accounting records for 4 different entities. Assist in the management of Inventory and operations by facilitating Inventory counts, establishing processes and controls, and responsible for all aspects of hiring/staffing personnel. ► Manage all accounting and finance functions using QuickBooks Online for month-end closing, budgeting and forecasting, financial analysis and reporting for 4 separate entities. ► Review and document all accounting, finance, and reporting policies and processes, with a focus on implementing and enhancing internal controls. ► Perform monthly and quarterly compliance reporting as per LOC/lending agreements with lenders ► Member of management team tasked with obtaining Medical Device Quality Management ISO audit and certification (Aug 2022) ► Implemented Expense Reporting application (Certify/Emburse) for internal use to improve processing efficiency and accuracy (Jan 2022) ► Applied for $200K+ in ERC funding for the company based on 'business loss' criteria and 'loss of income criteria'. Researched terms of qualification and prior government mandates to ensure periods of coverage, conducted calculations and completed all applications for 2020 and 2021 credits. Show less

Real Estate Investor

• Oct 2005 - Nov 2016

As a Real Estate Investor for Wilderom Real Estate Ventures, I focused on purchasing and operating commercial and residential properties (multi-family and single-family) in The Woodlands, Austin, and Dallas areas. ► Prospected for properties to build the portfolio in a professional manner. ► Monitored and forecasted the financial performance of the investment property portfolio. ► Negotiated and governed the sale and purchase of each property. ► Coordinated 1031 Exchanges, where… Show more As a Real Estate Investor for Wilderom Real Estate Ventures, I focused on purchasing and operating commercial and residential properties (multi-family and single-family) in The Woodlands, Austin, and Dallas areas. ► Prospected for properties to build the portfolio in a professional manner. ► Monitored and forecasted the financial performance of the investment property portfolio. ► Negotiated and governed the sale and purchase of each property. ► Coordinated 1031 Exchanges, where applicable. ► Negotiated sales that included protected watersheds and other environmental constraints. ► Sold commercial property (6 acres) to a major retail organization for $4.2M+ for a profit of $4M. ► Purchased and sold a commercial property (12 acres) to a developer, yielding ROI of 125%. ► Invested in 6 residential properties over 7 years, yielding ROIs of up to 45%. ► Performed all property management responsibilities relating to the leasing and maintenance of several multi-family residential properties. Show less As a Real Estate Investor for Wilderom Real Estate Ventures, I focused on purchasing and operating commercial and residential properties (multi-family and single-family) in The Woodlands, Austin, and Dallas areas. ► Prospected for properties to build the portfolio in a professional manner. ► Monitored and forecasted the financial performance of the investment property portfolio. ► Negotiated and governed the sale and purchase of each property. ► Coordinated 1031 Exchanges, where… Show more As a Real Estate Investor for Wilderom Real Estate Ventures, I focused on purchasing and operating commercial and residential properties (multi-family and single-family) in The Woodlands, Austin, and Dallas areas. ► Prospected for properties to build the portfolio in a professional manner. ► Monitored and forecasted the financial performance of the investment property portfolio. ► Negotiated and governed the sale and purchase of each property. ► Coordinated 1031 Exchanges, where applicable. ► Negotiated sales that included protected watersheds and other environmental constraints. ► Sold commercial property (6 acres) to a major retail organization for $4.2M+ for a profit of $4M. ► Purchased and sold a commercial property (12 acres) to a developer, yielding ROI of 125%. ► Invested in 6 residential properties over 7 years, yielding ROIs of up to 45%. ► Performed all property management responsibilities relating to the leasing and maintenance of several multi-family residential properties. Show less

Senior Information Technology Manager

• May 2001 - Oct 2002

As a Senior Information Technology Manager for i2 Technologies, I orchestrated the global deployment of Accounting, Financial, and HR to Oracle ERP applications for a leading software development company, as a Member of Information Systems senior management team. ► Responsible for staffing/recruiting, project management, testing/QA, training/documentation for the implementation including custom reports, data conversion, systems integration and other customizations while managing… Show more As a Senior Information Technology Manager for i2 Technologies, I orchestrated the global deployment of Accounting, Financial, and HR to Oracle ERP applications for a leading software development company, as a Member of Information Systems senior management team. ► Responsible for staffing/recruiting, project management, testing/QA, training/documentation for the implementation including custom reports, data conversion, systems integration and other customizations while managing post-production support. ► Completed the implementation project on schedule and on budget with cost savings $1M+. Show less As a Senior Information Technology Manager for i2 Technologies, I orchestrated the global deployment of Accounting, Financial, and HR to Oracle ERP applications for a leading software development company, as a Member of Information Systems senior management team. ► Responsible for staffing/recruiting, project management, testing/QA, training/documentation for the implementation including custom reports, data conversion, systems integration and other customizations while managing… Show more As a Senior Information Technology Manager for i2 Technologies, I orchestrated the global deployment of Accounting, Financial, and HR to Oracle ERP applications for a leading software development company, as a Member of Information Systems senior management team. ► Responsible for staffing/recruiting, project management, testing/QA, training/documentation for the implementation including custom reports, data conversion, systems integration and other customizations while managing post-production support. ► Completed the implementation project on schedule and on budget with cost savings $1M+. Show less

Director of IT

• Aug 1999 - May 2001

As a Director of IT, internally know as the Director, Corporate Systems for ARC (Allied Riser Communications), I served as a key member of IT management team responsible for the deployment and management of Oracle Financial and HR ERP systems (v. 11.0.3) and Portal Infranet billing applications for a start-up telecommunications company achieving revenue growth of 50%+ in the first year. ► Managed IT resources and third-party vendors providing systems support and the development of… Show more As a Director of IT, internally know as the Director, Corporate Systems for ARC (Allied Riser Communications), I served as a key member of IT management team responsible for the deployment and management of Oracle Financial and HR ERP systems (v. 11.0.3) and Portal Infranet billing applications for a start-up telecommunications company achieving revenue growth of 50%+ in the first year. ► Managed IT resources and third-party vendors providing systems support and the development of application solutions to support ARC’s product development and financial reporting initiatives. ► Led corporate cost reduction initiatives throughout the 2001 budget planning process. ► Planned and managed a department reorganization, performed contract re-negotiations and prepared strategic staffing plans to reduce applications support costs by 40%+ (~$3M savings). Show less As a Director of IT, internally know as the Director, Corporate Systems for ARC (Allied Riser Communications), I served as a key member of IT management team responsible for the deployment and management of Oracle Financial and HR ERP systems (v. 11.0.3) and Portal Infranet billing applications for a start-up telecommunications company achieving revenue growth of 50%+ in the first year. ► Managed IT resources and third-party vendors providing systems support and the development of… Show more As a Director of IT, internally know as the Director, Corporate Systems for ARC (Allied Riser Communications), I served as a key member of IT management team responsible for the deployment and management of Oracle Financial and HR ERP systems (v. 11.0.3) and Portal Infranet billing applications for a start-up telecommunications company achieving revenue growth of 50%+ in the first year. ► Managed IT resources and third-party vendors providing systems support and the development of application solutions to support ARC’s product development and financial reporting initiatives. ► Led corporate cost reduction initiatives throughout the 2001 budget planning process. ► Planned and managed a department reorganization, performed contract re-negotiations and prepared strategic staffing plans to reduce applications support costs by 40%+ (~$3M savings). Show less

Senior Consultant

• Dec 1998 - Aug 1999

Consultant

• Mar 1998 - Dec 1998

Senior Financial and Business Analyst

• Dec 1992 - Mar 1998

Hoechst Celanese Corporation Hoechst Celanese Corporation

Staff Accountant, Audit

• Aug 1990 - Dec 1992