Experience

Sabre Financial Group LLC

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Senior Vice President

  • Feb 2017 - Present

  Sabre Financial Group provides Capital Advisory, M&A Advisory, Financial Planning & Analysis (FP&A), and other fractional/transactional CFO services to small and mid-market businesses throughout the US and Canada. Through an extensive network of financial partners and affiliates, Sabre provides transaction-based and recurring CFO services to companies that need temporary or auxiliary support to their own financial team or to companies that may have limited in-house financial expertise. Transactional CFO Services: • Capital sourcing • Economic/investment modeling • M&A consulting – identification, vetting, and related due diligence of target companies • Business sale and exit strategy consulting – identification of buyers and related sale/exit support Fractional CFO Services: • Financial planning and analysis (FP&A) • Cash forecasting/management • Profitability analysis • Budgeting • Business plans • Compensation structures • Expansion/growth planning and modeling • Bid/proposal documents • Development of treasury/banking relationships Sabre Financial Group is not a CPA firm and does not provide tax, audit, or traditional accounting services.



Royaltea & Coffee Co

• Canada
• Food and Beverage Services
• 1 - 100 Employee

• Small Business Owner

  • Mar 2018 - Present

  Retail store that sells from loose leaf teas to 100% Cuban and Italian coffee, we promise to provide the highest quality tea and coffee served by the friendliest staff for the best value in town. Currently own and operate 3 locations in Houston. Retail store that sells from loose leaf teas to 100% Cuban and Italian coffee, we promise to provide the highest quality tea and coffee served by the friendliest staff for the best value in town. Currently own and operate 3 locations in Houston.


Greenleaf Flower Growers and Distributors
• United States
• Retail
• 1 - 100 Employee
• Chief Financial Officer

  • May 2017 - Jan 2021


Inspectorate Americas Corporation (A Bureau Veritas Group Company)

• Senior Financial Controller

  • Jan 2016 - Jan 2017

  Appointed as an officer of the company with traditional CFO tasks, with heavy emphasis on Cash Flow and Working Capital management. •Direct staff of 15 with 7 direct reports with responsible for Finance and Accounting, Treasury & Risk Management, Credit & Collections, Contract Administration, Billing, and Purchasing.•Manage the company’s self-insured health care program. •Achieved significant improvement in Accounts Receivable aging and Days Sales Outstanding (DSO). Reduced DSO 10 days in 2016.•Cut overtime $800,000 in first year by forming team to oversee pay structure and better utilize manpower.•Earned Lean Six Sigma Greenbelt Certification, July 2016.Strategic Planning & Execution, Financial Analysis, Regulatory Compliance, Financial Modeling, Internal & External Auditing, Budget Development & Management, Cash Flow Analysis, Risk Management, Project Management, Process Design & Improvement, Financial Planning & Management, Revenue Recognition, Profit & Loss Management, Strategic Partnership, Risk Management, Bank & Capital Allocation, Profitable Business Modeling, Systems Selection & Implementation, Contract Development & Negotiations, Executive & Stakeholder Management, Financial Due Diligence, GAAP Compliance Business Optimization

• Controller, Americas

  • May 2005 - Jan 2016

  Managed all finance and accounting functions of 75 locations in North and South America with $200 million in annual revenues. Supervised fifteen personnel and reported directly to the CFO.•Supervised accounting and finance personnel in Houston and the regions, U.S. GAAP reconciliations.•Ensured all projects were in compliance with Sarbanes-Oxley (SOX) work processes, FAS 133, and other accounting standards. Worked with internal and external auditors to ensure regulatory compliance.• Conducted management reporting, statutory reporting to local agencies, performance parameter analysis, annual budget preparation, tax planning, and designing and maintaining internal controls system. •Created and managed FP&A group. Oversaw cash management including forecasting and investment strategies, support long-term financing activities, and managed foreign currency exchange issues.•Integrated over $20 million in various acquisitions. Led the financial team of 5 internal and external employees and total team of 10 to 15 across different disciplines in acquiring 4 companies. Oversaw system integrations and centralized all 4 companies to the current company.•Implemented U.S. shared services center in 2014 and outsourced AP/GL functions from other locations. •Assisted with the implementation of a new ERP program in 2011, Savings of 5 days of data preparation.Strategic Planning & Execution, Financial Analysis, Regulatory Compliance, Financial Modeling, Internal & External Auditing, Budget Development & Management, Cash Flow Analysis, Risk Management, Project Management, Process Design & Improvement, Financial Planning & Management, Revenue Recognition, Profit & Loss Management, Strategic Partnership, Risk Management, Bank & Capital Allocation, Profitable Business Modeling, Systems Selection & Implementation, Contract Development & Negotiations, Executive & Stakeholder Management, Financial Due Diligence, GAAP Compliance Business Optimization

• Controller, Latin America

  • Mar 2004 - May 2005

  Reporting directly to the CFO, managed all accounting and finance related activities of locations in South America with $50 million annual revenues. Supervised accounting and finance personnel in all regions, ensuring all countries were in compliance with U.S. GAAP and IFRS accounting standards.•Managed A/R and AP, cost controls, mergers and acquisitions, and statutory reporting to local agencies.•Analyzed performance parameters, prepared annual budget and forecasts three times a year, assisted with tax planning, implemented internal controls, worked with internal and external auditors, and controlled cash management including forecasting and foreign currency exchange issues.•Supervised a staff of 3 employees locally and 15 in foreign locations.Strategic Planning & Execution, Financial Analysis, Regulatory Compliance, Financial Modeling, Internal & External Auditing, Budget Development & Management, Cash Flow Analysis, Risk Management, Project Management, Process Design & Improvement, Financial Planning & Management, Revenue Recognition, Profit & Loss Management, Strategic Partnership, Risk Management, Bank & Capital Allocation, Profitable Business Modeling, Systems Selection & Implementation, Contract Development & Negotiations, Executive & Stakeholder Management, Financial Due Diligence, GAAP Compliance Business Optimization



El Paso Merchant Energy

• United States
• Oil and Gas
• 1 - 100 Employee

• International Power Accounting Manager, Asia

  • Sep 2003 - May 2004

  Reporting directly to the Controller, managed all activities related to the finance and accounting functions of power plants in Indonesia, Korea, The Philippines, China, Bangladesh, India and Pakistan.•Supervised accounting and finance personnel in Houston and Asian regions, U.S. GAAP reconciliations, and ensured all projects were in compliance with Sarbanes-Oxley work processes, FAS 133, and all other accounting pronouncements.•Conducted management reporting, performance parameter analysis, annual budget preparation, statutory reporting to local agencies, and tax planning, and managed foreign currency exchange issues.•Designed and maintained system of internal controls; worked with internal and external auditors; managed cash including forecasting and investment strategies, and supported long-term financing.Strategic Planning & Execution, Financial Analysis, Regulatory Compliance, Financial Modeling, Internal & External Auditing, Budget Development & Management, Cash Flow Analysis, Risk Management, Project Management, Process Design & Improvement, Financial Planning & Management, Revenue Recognition, Profit & Loss Management, Strategic Partnership, Risk Management, Bank & Capital Allocation, Profitable Business Modeling, Systems Selection & Implementation, Contract Development & Negotiations, Executive & Stakeholder Management, Financial Due Diligence, GAAP Compliance Business Optimization

• Accounting Manager, Global Terminals, Pipelines, & LNG

  • Feb 2002 - Sep 2003

  Directed accounting of worldwide terminals, pipelines, and liquefied natural gas projects in the U.S., Europe, Caribbean, Mexico, and Central America. Managed a staff of 17 professionals. Supervised accounting and finance personnel in Houston and the regions.•Conducted U.S. GAAP reconciliations, management and partnership reporting, preparing annual budget, statutory reporting to local agencies, tax planning, maintaining system of internal controls, cash management including forecasting and investment strategies, support long-term financing activities, and managing foreign currency exchange risks.•Involved in the valuation process and worked with potential companies to sell assets so the company could exit the business.Strategic Planning & Execution, Financial Analysis, Regulatory Compliance, Financial Modeling, Internal & External Auditing, Budget Development & Management, Cash Flow Analysis, Risk Management, Project Management, Process Design & Improvement, Financial Planning & Management, Revenue Recognition, Profit & Loss Management, Strategic Partnership, Risk Management, Bank & Capital Allocation, Profitable Business Modeling, Systems Selection & Implementation, Contract Development & Negotiations, Executive & Stakeholder Management, Financial Due Diligence, GAAP Compliance Business Optimization

• International Power Manager, Latin America

  • Mar 2000 - Feb 2002

  Managed all finance and accounting activities in Brazil, Argentina, Chile, Peru, and Mexico. Supervised eight Houston employees, accounting and finance personnel in the regions, and reported directly to the Controller.•Oversaw U.S. GAAP reconciliations, management reporting, performance parameters analysis, annual budget preparation, statutory reporting to local agencies, and tax planning.•Designed and maintained internal controls system, directed cash management including forecasting and investment strategies, supported long-term financing activities, and managed foreign currency exchange issues. Involved with structuring off-balance sheet finance vehicles.•Headed financial start-up of the Brazil office in Rio de Janeiro. Selected a location, hired staff, and setup policy and procedures. The office started with 5 employees and in 5 years grew to almost 500 employees. Company successfully built 4 power plants and a pipeline from Bolivia to Brazil.Strategic Planning & Execution, Financial Analysis, Regulatory Compliance, Financial Modeling, Internal & External Auditing, Budget Development & Management, Cash Flow Analysis, Risk Management, Project Management, Process Design & Improvement, Financial Planning & Management, Revenue Recognition, Profit & Loss Management, Strategic Partnership, Risk Management, Bank & Capital Allocation, Profitable Business Modeling, Systems Selection & Implementation, Contract Development & Negotiations, Executive & Stakeholder Management, Financial Due Diligence, GAAP Compliance Business Optimization

• Principal Accountant, Mergers & Acquisitions

  • Dec 1997 - Mar 2000

  Reviewed project economics and conducted necessary due diligence of potential mergers and acquisitions in the Latin America region. Converted project models in conformance with U.S. GAAP, worked with tax, legal, development, and operations groups on project and contract review and structuring. Large emphasis was based on structuring fees and services within the contract in order to recognize immediate revenue.Strategic Planning & Execution, Financial Analysis, Regulatory Compliance, Financial Modeling, Internal & External Auditing, Budget Development & Management, Cash Flow Analysis, Risk Management, Project Management, Process Design & Improvement, Financial Planning & Management, Revenue Recognition, Profit & Loss Management, Strategic Partnership, Risk Management, Bank & Capital Allocation, Profitable Business Modeling, Systems Selection & Implementation, Contract Development & Negotiations, Executive & Stakeholder Management, Financial Due Diligence, GAAP Compliance Business Optimization