Experience

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  vcfo

  • United States
  • Financial Services
  • 1 - 100 Employee

  • Director Of Operations

    • Oct 2021 - Present

    • Focus on developing staff to ensure alignment with current market offerings and practice guidelines• Identify training and career path progression opportunities for Consultants• Integrate technology and process improvements for corporate initiatives to streamline processes• Track and analyze data on initiatives and return in terms of expansion of revenues and engagement length

  • Austin Practice Lead and Sr. Consultant

    • Mar 2019 - Oct 2021

    • Developed client opportunities by engaging in project review and regular quality meetings• Mentored, train and coach Austin area Controller and Assistant Controller to provide a career path and advance skill development• Provided monthly training opportunities for Austin Consultants to improve technical proficiencies, systems enhancements, and process improvement• Focus on staff utilization to ensure Consultants have target hours desired and to ensure clients teams have the industry, system and cultural fit needed for project success

  • Senior Controller

    • Nov 2014 - Mar 2019

    • Generated monthly close and financial reporting packages, KPI’s and dashboards for executive team and board packages• Provided tactical support for M&A, development of proforma cap-tables, term sheet review, etc. • Led development of financial policies and procedures• Provided guidance in the enhanced use of ERP systems, selection/conversion support • Utilized in depth experience with accounting software packages including Quickbooks, NetSuite, Intacct, and other mid-market accounting packages• Excel in communication and interpersonal skills, with the ability to manage accounting staff in a team environment

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  Innovo Resources Group, Inc.

  • Austin, Texas Area

  • Controller

    • 2011 - 2014
    • Austin, Texas Area

    • Responsible for the accounting functions for two operating companies and over 50 partnerships• Provided detail modeling analysis of potential business acquisitions• Prepared monthly general ledger closing entries by analyzing and reconciling individual accounts• Developed cash flow analysis and weekly cash management reporting and forecasting for decision making criteria• Assisted in the preparation of tax returns for all 50+ entities, W-9s, 1099s and other governmental reporting requirements• Developed and analyzed performance metrics by manipulating large sets of data using Excel and Access for management tools

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  Cinatra Clean Technologies

  • Austin, Texas Area

  • Controller

    • 2008 - 2010
    • Austin, Texas Area

    • Provided start up accounting services for this oil and gas service company using new technology within industry• Assisted in the location and hiring of new crews in multi state jurisdictions and provided start up payroll services• Prepared timely and insightful financial and operational analysis • Provided monthly external and internal financial statements from general ledger and outside reporting entities for presentation to operating management and outside Board

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  Energy Engineering Associates (dba EEA Consulting Engineers)

  • Austin, Texas

  • Controller

    • 1997 - 2008
    • Austin, Texas

    • Managed accounting and finance functions for 50+ professional engineering firm• Responsible for preparing monthly invoices by collaborating with project managers and review of contracts• Developed system for project managers to initiate collections to decrease average days of accounts receivable• Implemented project management system for better reporting, actual to budget historical data and forecasts based on size of projects• Managed human resources including payroll services, benefit packages, and annual comparison of company salaries and benefits to industry averages• Guided firm to complete ESOP for ownership transition• Manipulated large sets of data for annual project performance and bonus calculations

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  Computer Moms International Corporation

  • Austin, Texas Area

  • Controller

    • 1997 - 2000
    • Austin, Texas Area

    • Provided all aspects of accounting duties for start-up franchisor • Developed franchise accounting package including manual documentation on how to utilize Quickbooks for each franchisee• Worked with group of University students to develop contact management system• Provided financial statement and cash operating data to other management and outside Board

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  Doyle Wilson Homebuilders

  • Controller

    • 1996 - 1997

    • Oversight areas included Accounting, Human Resources, Purchasing, Contract administration

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  Schlotzsky's

  • Austin, Texas Area

  • Controller, Vice President of Finance

    • 1993 - 1996
    • Austin, Texas Area

    • Responsible for all accounting functions for Schlotzky’s and other related companies including restaurant operations, real estate companies, and ventures with other concepts.• Instrumental in the IPO including daily interactions with investment firms, analysts, lawyers. Provided data requested by these parties and helped draft the initial SEC document• Daily cash flow analysis including the processing of ACH fees for royalties, and credit card processing and reconciliations• Implemented a restaurant operation system utilizing new computer technology

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  KPMG

  • Austin, Texas

  • Staff Accountant

    • 1992 - 1993
    • Austin, Texas

    Staff accountant on a wide variety of publicly traded companies, governmental entities, and non-profits