Experience

Design Tech Homes

• United States
• Construction
• 1 - 100 Employee

• Controller

  • Mar 2023 - Present

  Houston, Texas, United States



Adonis Auto

• United States
• Transportation Programs
• 1 - 100 Employee

• Director of Finance

  • Mar 2021 - Mar 2023

  Financial Operations Oversight of $141 Million In-House Financing Auto Dealership with 5 retail locations | Swedish Industrial Coating Co. | Rescue Cooling (HVAC Rental Co.) managing a team of 12 with 4 direct reports ● Administered departmental budgets with an annual budget of $27.8M organizational spend ● Managed daily Treasury Operations and Organization wide monthly Net Working Capital of $6.4M ● Core team member in consolidating 3 senior debt lenders to 1 direct lender with $100M… Show more Financial Operations Oversight of $141 Million In-House Financing Auto Dealership with 5 retail locations | Swedish Industrial Coating Co. | Rescue Cooling (HVAC Rental Co.) managing a team of 12 with 4 direct reports ● Administered departmental budgets with an annual budget of $27.8M organizational spend ● Managed daily Treasury Operations and Organization wide monthly Net Working Capital of $6.4M ● Core team member in consolidating 3 senior debt lenders to 1 direct lender with $100M revolver and up to a $250M facility. I was responsible for Monthly Debt Covenant Compliance and maintaining banking and lender relationships ● Spearhead Houston M&A Project adding $7.08M worth of Receivables to the portfolio and successfully completing a Pre-Due Diligence and a Post-Acquisition Integration. This M&A deal added $18.1M worth of Revenue YoY 2022 and $1.27M to the bottom line ● Modeled Diverse Financial Models including Portfolio Growth, Inventory, and 13-Week Cash Flow with KPIs communication with multiple departments ● Negotiated and implemented a Credit Card Processor (PayNearMe) slashing annual operation costs by $800k ● Streamlined Finance Operations: Implementing Blackline to manage close calendar workflow and automate reconciliations; Vendor API Feeds into the ERP system; Live Financial and KPI Reporting through Power BI and Dashboards; Restructured a standardized ERP Setup with a master chart of accounts across multiple entities ● Maximizing ROE through DuPont Levers (DSO and DPO) competing against Market Leaders ● Served as Interim Controller and transformed accounting operations, supervising AP, AR, GL, Inventory, and Fixed Assets. ● Developed Policies and Procedures and revamped the Close Calendar to help optimize efficiencies through the close process ● Researched and implemented IFRS and GAAP topics in Lease Accounting 2022 (ASC842), Revenue Recognition (ASC606) and CECL (ASC326) in 2019, Intangible Impairment and Purchase Accounting standards Show less



Byrider

• United States
• Financial Services
• 700 & Above Employee

• CFO/Controller

  • Sep 2018 - Feb 2021

  Houston, TX (Took on CFO responsibilities Sept. 2018) ● Key leader of operations excellence that eliminated 27% of operating costs as of year-end 2020 through organizational restructuring and various cost reductions ● Financial reporting and cash flow oversight for a multi-location $25.9 million revenue business. Monitored financial performance and increased profitability by minimizing the impact of variances ● Risk Assessment and implementation of internal controls to safeguard company… Show more (Took on CFO responsibilities Sept. 2018) ● Key leader of operations excellence that eliminated 27% of operating costs as of year-end 2020 through organizational restructuring and various cost reductions ● Financial reporting and cash flow oversight for a multi-location $25.9 million revenue business. Monitored financial performance and increased profitability by minimizing the impact of variances ● Risk Assessment and implementation of internal controls to safeguard company assets ● Established relationships with banking facilities securing a $26.5 million line of credit helping more than double the loan origination volume ● Developed and managed a team of 15 employees with 5 direct reports; leading HR, Compliance, Legal, IT, Titles, Inventory Management, and Financial Reporting ● Directed business model transition from Buy-Here-Pay-Here to Lease-Here-Pay-Here and implemented a new ERP Software Dynamics 365 and AFS Solutions

• Multi-Regional Controller

  • Mar 2018 - Feb 2021

  Houston, Texas, United States ● Built the financial infrastructure from the ground up, implementing controls for a fast-paced growing organization consisting of 11 entities. Providing financial visibility and direction to owners and investors of the business. ● Developed a department of 5 and led monthly and year-end close processes, including review of journal entries, consolidations, intercompany eliminations, allocations, and budget variance analysis. ● Initiated monthly Sales-Loss-Operating Statement meetings with… Show more ● Built the financial infrastructure from the ground up, implementing controls for a fast-paced growing organization consisting of 11 entities. Providing financial visibility and direction to owners and investors of the business. ● Developed a department of 5 and led monthly and year-end close processes, including review of journal entries, consolidations, intercompany eliminations, allocations, and budget variance analysis. ● Initiated monthly Sales-Loss-Operating Statement meetings with operations managers to discuss key performance indicators and plan future performance and growth ● Setup policies for vendor selection and approval and negotiated favorable terms to improve DPO from 23 to 35. ● Deployed a long-term forecasting model with a monthly actual vs budget analysis. This analysis kept our costs in check which ended up saving the company $156k in SG&A ● Spearheaded Audit and Compliance initiatives, successfully improving the audit process and consolidating multiple audits to one organizational audit saving 62% in audit costs. Deemed subject matter expert by external auditors, regional mgmt., etc.

• Controller/HR Manager

  • Dec 2014 - Mar 2018

  Springdale, AR Oversaw Operations of the Accounting Department for a $9.5MM Portfolio, managed all financial and human resource functions for 4 entities including A/P, A/R, Payroll, Cash Flow, FP&A, G/L and Reporting – Consistently ranked in the top 10 dealerships. ● Achieved 33% annual growth beating expectations and increased YoY cash flow by $225M by implementing business programs and cost saving strategies that reduced spending. ● Generated and reviewed financial statements for management in… Show more Oversaw Operations of the Accounting Department for a $9.5MM Portfolio, managed all financial and human resource functions for 4 entities including A/P, A/R, Payroll, Cash Flow, FP&A, G/L and Reporting – Consistently ranked in the top 10 dealerships. ● Achieved 33% annual growth beating expectations and increased YoY cash flow by $225M by implementing business programs and cost saving strategies that reduced spending. ● Generated and reviewed financial statements for management in accordance to GAAP and performed financial trend analysis to update fiscal year budget. Optimized the month-end close process from 15 to 5 days. ● Served as a liaison for tax, banking relationships, and independent auditors. Successfully led six financial audits to completion, scored the highest out of the 170 stores on Franchisor Compliance Audit in 2017. ● Setup the company 401k with IRA options, provided guidance to 20 employees in regards to compensation and benefits.



Spiffy’s Cleaners

• Financial/Operating Officer

  • Feb 2011 - Dec 2017

  Bentonville and Rogers Arkansas ● Expanded to 2 stores in March 2013 and increased revenue YoY from $97k to $327k while maintaining cost efficiency. ● Perform a full spectrum of accounting functions and clear up discrepancies with the government.



C. Renee Wakefield, CPA, PA | Northwest Arkansas Endodontic Specialists

• Tax/Financial Accountant

  • Jan 2006 - Dec 2014

  Lowell, AR ● Contracted financial stewardship for a dental firm; assisted in supervision of 14 employees and managed AR, AP, GL, and Payroll ● Prepared and reviewed financial statements and filed all federal and state regulatory reports for 22 clients. Developed financial infrastructure for three start-up companies ● Researched and prepared tax returns ensuring compliance for 180 individual clients and 26 business clients