Experience

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  Financial Equipment

  • Jenks, OK

  • Chief Financial Officer

    • 2014 - Present
    • Jenks, OK

    -Oversight of accounting processes-Financial analysis and reporting-Cash management-Annual budget preparation-Coordination of insurance coverages-Administration of accounting systems

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  CS3 Technology

  • Tulsa, Oklahoma Area

  • Accounting Systems Consultant

    • 2011 - 2014
    • Tulsa, Oklahoma Area

    -Implementation of accounting ERP systems.-Business process review and improvement design-Support contact for ERP functionality questions and troubleshooting-Controller services

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  Trintech

  • Sr. Implementation Consultant

    • 2010 - 2011

    -Engagement with clients to implement purchased financial software solutions for processes such as balance sheet reconciliations, financial reporting, and financial statement mapping for the SEC XBRL mandate and the HMRC iXBRL mandate in the United Kingdom-Project management for the client’s implementation process including the business needs analysis, project planning, training, configuration and customization phases. -Forecasting of project timelines and scheduled revenue recognition

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  The Picture People

  • United States
  • Photography
  • 500 - 600 Employee

  • Sr. Manager of Operational Analytics

    • 2010 - 2010

    -Management of the field sales compensation process-Design and maintenance of sales and operational metric reporting-Evaluation of solutions for applicable Sales Operations functions-Primary oversight of field sales and labor planning and performance measurement-Identification of cost savings and revenue generation opportunities

  • Manager of Financial Planning & Analysis

    • 2007 - 2010

    -Supervision of all financial analysis related to field operations for 174 retail locations.-Supervision and coordination of the annual budget process for all retail locations and corporate departments-Ad hoc analysis as required by Senior Management related to field operations, promotions, and other strategic initiatives-Supervision of the Treasury function including cash forecasts and funding requirements.-Key representative on several special projects including field training, systems conversions, and incentive program review.

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  ACE Cash Express

  • Manager of Financial Planning & Analysis

    • 2005 - 2007

    -Supervision of all financial analysis related to field operations for 1700+ retail locations-Supervision and coordination of the annual budget process for all retail locations, regional offices, and corporate departments-Ad hoc analysis as required by Senior Management related to field operations, new product launches, acquisitions, and other strategic initiatives-Coordination with IT to insure data integrity within the Hyperion Essbase financial reporting system -Financial reporting for licensing and compliance requests as dictated by state regulatory agencies

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  Cimarron Contractors

  • Controller

    • 2004 - 2005

    -Accounting and financial reporting for five small businesses in the construction, real estate development, affordable housing, and property management industries-Supervision of LIHTC compliance for a 59 single family home development during construction and after placement in service-Payroll Administration-HR & Benefit Administration-General Liability and Workers Compensation Administration to insure compliance of subcontractors-Responsible for A/P and A/R for all five companies -Administration of compliance of all banking and equity financing covenants along with required reporting to partners.-Responsibility for cost certification of all government related construction including HUD Section 202, HUD Section 811, LIHTC and HOME funds.

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  Delphi Automotive Systems

  • Budget Analyst

    • 2003 - 2004

    -Preparation of the monthly income statement forecast and the quarterly balance sheet forecast.-Preparation of business case review and approval of MEIT (Manufacturing Expense Improvement Tracking) projects including energy usage and labor savings.-Analysis of monthly financial performance for presentation to management-Preparation of the annual income statement and balance sheet budgets for the facility.

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  U.S. Cellular

  • Regional Manager of Operations Control

    • 2000 - 2003

    -Administration of existing retail internal controls, and implementation of new controls as needed-Assist Treasury and Payment Control with cash and banking reconciling issues-Management of the commissions and order edit processes for the region-Responsibility for tracking and measuring regional performance in financial areas especially related to cash overage/shortage, pricing variances, and inventory shrinkage-Liaison to Sales Management for financial and operational control training and policy administration

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  Dollar Thrifty Automotive Group

  • Leisure, Travel & Tourism
  • 700 & Above Employee

  • Manager of Fleeting Accounting

    • 2000 - 2000

    -Supervision of all sections of Fleet Accounting-Review and approval of account analyses, management reports, and journal entries.-Preparation of ad hoc analyses and financial schedules as required by management and external auditors.-Analysis and presentation of variances between budget, forecast and actual results.-Development and recommendation of internal control improvements and efficiencies.

  • Section Manager, Fleet Accounting

    • 1999 - 2000

    -Liaison to the Treasury department for Securitization reporting.-Supervision of the Car Sale Receipts section of the Fleet Accounting department.-Forecasting of cash flow for Fleet Operations.-Administration of incentive programs for corporate and licensee locations.-Preparation and approval of journal entries and account reconciliations-Variance analysis related to vehicle sales and cash receipts

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  ICI Paints

  • Interim Director, Finance and Operations

    • 1998 - 1999

    -Budgeting and forecasting for the division and store locations.-Supervision of division pricing strategies.-Preparation of financial justifications for real estate ventures, capital expenditures, and fixed asset disposals.-Monthly variance analysis for the division and store locations.-Administration of financial activity related to incentive, customer volume rebate, and marketing programs.-Financial and operational liaison to field management and store personnel.

  • Administrative Coordinator

    • 1994 - 1998

    -Assistance in the preparation of the annual budget for the division and store locations.-Financial analysis projects as required by the Administrative Manager and other division personnel.-Performance of operational audits on store locations.-Supervision and reconciliation of physical inventories.-Training of field personnel on administrative issues, and the store operations software package.-Preparation of capital expenditure requests and fixed asset disposals.

  • Store Support Analyst

    • 1996 - 1997

    -Technical support to all stores for the Store Operating System software and associated hardware-Logging all store personnel support calls and routine reporting on those calls for use in software improvement suggestions-Recommendation of Store Operating System improvements and testing of all software updates prior to roll-out.-Preparation and presentation of training for all Store Operating System software updates-Maintenance of technical documentation for the Store Operating System Manual

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  ICI Paints

  • Store Associate

    • 1990 - 1994

    -Administrative & financial work for the branch location-Customer service for trade accounts