Experience

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  Embark

  • United States
  • Business Consulting and Services
  • 700 & Above Employee

  • Managing Director

    • Oct 2023 - Present

  • Sr. Director

    • Aug 2015 - Present

    ● Served as interim CAO for private & public companies and in the position: ● Managed the quarterly and annual audited financial statements. ● Met with the board and audit committee quarterly. ● Oversaw accounting, financial Reporting, internal audit, accounting systems ● Reviewed account memos (acquisition, stock comp., spin-off, impairment, Rev. Rec, discontinued ops., etc.) ● Assisted in developing the annual audit plan ● Managed direct reports, coached them, & performed their annual reviews. ● Led projects to identify root causes for process and accounting issues and identify options for process and system fixes, reimplementation options for existing accounting systems.● Served as interim controller, assistant controller and director of SEC reporting.● Led buyside and sell side diligence, including identifying and reporting company KPI’s ● Led audit facilitation engagements– public, private, private to public uplift. ● Led process improvement projects for each key accounting process ● Led implementation of new financial reporting processes and systems ● Led acquisition and integration finance work streams ● Lead ERP selection and data migration efforts (developed migration plan and data validation)● Areas of expertise: Cashflows, Leases, EPS, Stock Comp, Fixed Assets, VIE’s, Goodwill, AROs, capital projects, financial modelingIndustry experience:●Oil & Gas●Real estate/hospitality●Consumer products/retail●Manufacturing●Healthcare●Financial services●Utilities●Higher EducationTechnical Experience:●S-1●Carve-out financials●Interim CAO/controller/SEC Director●Due diligence●Transactional accounting●FASB codification/cleanup and documentation●Process clean up and documentation●Pre-IPO●Control narratives and walkthroughs●Cost accounting●Inventory management●Cash to accrual conversion●Month-end close improvement●GL mapping●Control testingSoftware:●Wdesk●JD Edwards●Great Plains●Oracle●SAP●Yardi●Workday

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  Alon USA

  • Sr. Internal Auditor

    • Jul 2013 - Aug 2015

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  7-Eleven

  • Sr. Auditor

    • Sep 2009 - Jul 2013

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  PricewaterhouseCoopers

  • Associate

    • Aug 2006 - Jul 2009

    Provided financial consulting and reporting to a multi-national food product companyPrepared financial reports that conformed to US GAAP standards by consolidating multi-currency ledgers across multiple companiesDetermined accounting treatment for debt, intangibles and construction in progressCreated auditable schedules to support financial statements that resulted in a smooth auditWrote financial statement disclosures and managed the preparation of quarterly financial statementsInteracted with client's senior management in order to obtain information and solve accounting challenges Articulated to client's external auditors the methodology utilized to determine the accounting treatment Performed audits in the Higher Education, Healthcare and Utilities sectorsPerformed detailed testing of internal controls (operational, financial, and IT) and ensured conformity to Sarbanes Oxley Wrote audit scope memos, created testing plan, and documented testing resultsIdentified root causes of problems with internal business processes and wrote audit reports to communicate findings, risks, and recommendationsLed closing meeting to present findings to key stakeholders

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  2003 Texas Commission for Environmental Quality Austin (TCEQ)

  • Intern

    • Jun 2003 - Oct 2004

    •Reviewed and redesigned database system•Wrote technical database manual