Experience

SER-JOBS FOR PROGRESS OF THE TEXAS GULF COAST, INC

• United States
• Staffing and Recruiting
• 1 - 100 Employee

• Chief Financial Officer

  • Jan 2019 - Present

  Houston, Texas, United States



Houston Area Women's Center

• United States
• Individual and Family Services
• 1 - 100 Employee

• Chief Financial Officer

  • 2018 - Nov 2018

  Houston, Texas, United States



The Alliance

• United States
• Non-profit Organizations
• 100 - 200 Employee

• Chief Financial Officer

  • 2016 - 2018

  Houston, Texas, United States



Change Happens

• Non-profit Organizations
• 1 - 100 Employee

• CFO

  • 2006 - 2016

  Houston, Texas Area Report to CEO and Board of Directors. Manage finance and accounting functions of organization. Responsibilities include developing formulating budgets and budget revisions; analyzing and reporting monthly and annual financial results; constructing monthly forecast and projections; performing account reconciliations and variance analysis; consolidating; performing strategic analysis as well as constructing ad-hoc reports for management team; interpreting accounting policies and procedures;… Show more Report to CEO and Board of Directors. Manage finance and accounting functions of organization. Responsibilities include developing formulating budgets and budget revisions; analyzing and reporting monthly and annual financial results; constructing monthly forecast and projections; performing account reconciliations and variance analysis; consolidating; performing strategic analysis as well as constructing ad-hoc reports for management team; interpreting accounting policies and procedures; providing direct supervision of accounting personnel; working closely with and assisting Payroll, Tax, Treasury and HR; interact with all levels of management, including Board of Directors Accomplishments include: - Created new workflow process improving speed, efficiency and accuracy of financial reports - Helped increase revenue 25% over prior year - Revamped and improved internal controls of accounting function Show less



Eaton Financial & Tax PLLC

• United States
• Accounting

• Owner / Founder

  • 2001 - Dec 2008

  Houston, Texas Area Founder and principal of a CPA practice providing full service accounting solutions for businesses. Services included budgeting and financial projections, ad-hoc analysis and interpretation of company financial data, variance analysis and account reconciliations, financial statement preparation, monthly, quarterly and annual reporting and analysis, forecast updates and reforecast reports, support of monthly close and reporting process, GAAP audits and tax compliance.



EY

• United Kingdom
• IT Services and IT Consulting
• 700 & Above Employee

• Senoir Tax Accountant

  • 2003 - 2004

  Houston, Texas Area Assisted with GAAP audits for clients within oil & gas and manufacturing industries. Created analysis reports for clients with E&P, upstream and midstream operations. Prepared tax and trust returns as well as business and partnerships returns. Provided and reviewed financial data to prepare quarterly projections. Led team in developing new workflow processes for completing compliance reports for clients.



BKD CPAs & Advisors

• United States
• Accounting
• 700 & Above Employee

• Staff Accountant II

  • 2000 - 2002

  Houston, Texas Area Provided financial analysis reports and performed account reconciliations. Assisted the audit team in the planning and engagement of GAAP audits for clients. Analyzed financial data to prepare projections and minimize quarterly tax liabilities. Prepared tax and information returns for businesses and individual.



Halliburton

• United States
• Oil and Gas
• 700 & Above Employee

• Financial Analyst / Senior Financial Analyst

  • 1995 - 2000

  Houston, Texas Area Created annual budgets, quarterly and monthly revenue and expense forecasts. Produced and presented monthly financial package for manufacturing division managers. Produced and analyzed monthly savings reports, monthly financial statements and expense reports. Performed variance analysis and constructed ad-hoc reports for manufacturing management team. Created ad-hoc analysis and interpreted financial data within the manufacturing division. Proposed budget and forecast revisions and created… Show more Created annual budgets, quarterly and monthly revenue and expense forecasts. Produced and presented monthly financial package for manufacturing division managers. Produced and analyzed monthly savings reports, monthly financial statements and expense reports. Performed variance analysis and constructed ad-hoc reports for manufacturing management team. Created ad-hoc analysis and interpreted financial data within the manufacturing division. Proposed budget and forecast revisions and created reforecast and budget updates. Built and managed variety of analytical models for upstream operation managers. Created analysis reports specifically tailored to each managers preference. Delivered accurate and timely financial reporting to company executives. Show less