Chief Financial Officer

• Apr 2023 - Present

Financial Controller

• Apr 2019 - Apr 2023

Audit Manager

• Dec 2018 - Apr 2019

Independent Contractor

• Sep 2018 - Dec 2018

Contactor on ASC 606 implementation project with Riveron Consulting. Contactor on ASC 606 implementation project with Riveron Consulting.

Corporate Financial Reporting Manager

• Aug 2017 - Jun 2018

- Preparation and review of SEC filings including quarterly form 10-Q and annual forms 10-K and 11-K and preparation of related disclosure checklists. - Monthly reconciliation of investment in subsidiary and equity accounts and preparation of the monthly elimination entries. - Preparation of financial statements and footnotes for 401(k) plan, other retirement plans, and statutory audits. - Review of form 5500 for 401(k) plan. - Coordinating with auditors (Ernst & Young, Weaver)… Show more - Preparation and review of SEC filings including quarterly form 10-Q and annual forms 10-K and 11-K and preparation of related disclosure checklists. - Monthly reconciliation of investment in subsidiary and equity accounts and preparation of the monthly elimination entries. - Preparation of financial statements and footnotes for 401(k) plan, other retirement plans, and statutory audits. - Review of form 5500 for 401(k) plan. - Coordinating with auditors (Ernst & Young, Weaver) as part of annual audit and quarterly reviews of consolidated financial statements, annual audit of 401(k) plans, and annual statutory audits. - Preparation of quarterly stock compensation entries and support using reports from ETrade. Overseeing all stock compensation accounting issues and preparation of footnotes. - Preparation of quarterly press release for investors. - Overseeing purchase accounting for acquisitions by both domestic and international ledgers including goodwill and other intangible accounting, coordination of valuation work for large acquisitions, and other various issues related to acquisitions and disposals. - Preparation of goodwill impairment testing related to annual test and multiple reorganizations of business units including calculations of discounted cash flows, book value, and coordination of third-party calculation of WACC for each reporting unit. - Preparation of quarterly schedules for the treasury department including long-term debt, interest accrual/expense and equity rollforwards. - Preparation of goodwill and other intangible rollforwards and other quarterly schedules related to purchase accounting and the cash flow statement. Show less - Preparation and review of SEC filings including quarterly form 10-Q and annual forms 10-K and 11-K and preparation of related disclosure checklists. - Monthly reconciliation of investment in subsidiary and equity accounts and preparation of the monthly elimination entries. - Preparation of financial statements and footnotes for 401(k) plan, other retirement plans, and statutory audits. - Review of form 5500 for 401(k) plan. - Coordinating with auditors (Ernst & Young, Weaver)… Show more - Preparation and review of SEC filings including quarterly form 10-Q and annual forms 10-K and 11-K and preparation of related disclosure checklists. - Monthly reconciliation of investment in subsidiary and equity accounts and preparation of the monthly elimination entries. - Preparation of financial statements and footnotes for 401(k) plan, other retirement plans, and statutory audits. - Review of form 5500 for 401(k) plan. - Coordinating with auditors (Ernst & Young, Weaver) as part of annual audit and quarterly reviews of consolidated financial statements, annual audit of 401(k) plans, and annual statutory audits. - Preparation of quarterly stock compensation entries and support using reports from ETrade. Overseeing all stock compensation accounting issues and preparation of footnotes. - Preparation of quarterly press release for investors. - Overseeing purchase accounting for acquisitions by both domestic and international ledgers including goodwill and other intangible accounting, coordination of valuation work for large acquisitions, and other various issues related to acquisitions and disposals. - Preparation of goodwill impairment testing related to annual test and multiple reorganizations of business units including calculations of discounted cash flows, book value, and coordination of third-party calculation of WACC for each reporting unit. - Preparation of quarterly schedules for the treasury department including long-term debt, interest accrual/expense and equity rollforwards. - Preparation of goodwill and other intangible rollforwards and other quarterly schedules related to purchase accounting and the cash flow statement. Show less

Tax Manager

• Aug 2016 - Aug 2017

- Overseeing the operations of the tax department including managing staff and seniors, interacting with partners on department issues, planning and scheduling of workloads, training of staff and seniors, collections, billing, marketing, and policy development. - Review of tax returns for individuals, corporations, s-corporations, partnerships, tax exempt organizations, trusts, estates, FBARs, and various other types of filings. - Used prior audit experience and tax experience to… Show more - Overseeing the operations of the tax department including managing staff and seniors, interacting with partners on department issues, planning and scheduling of workloads, training of staff and seniors, collections, billing, marketing, and policy development. - Review of tax returns for individuals, corporations, s-corporations, partnerships, tax exempt organizations, trusts, estates, FBARs, and various other types of filings. - Used prior audit experience and tax experience to assist with the preparation and pre-audit procedures of the tax provision for a large public company with annual sales in excess $1 billion and several international entities. - Assisted with other projects outside of the normal duties of a tax manager including consulting with client on the purchase of several locations of a restaurant franchise and the accounting for several business acquisitions. - Worked with international client and attorney on the client’s filings for the OVDP program. This included reviewing tax treaties, translating foreign tax returns, and overseeing staff on the amendment of 8 years of tax returns and FBARs, as well as, computing the OVDP penalty. Show less - Overseeing the operations of the tax department including managing staff and seniors, interacting with partners on department issues, planning and scheduling of workloads, training of staff and seniors, collections, billing, marketing, and policy development. - Review of tax returns for individuals, corporations, s-corporations, partnerships, tax exempt organizations, trusts, estates, FBARs, and various other types of filings. - Used prior audit experience and tax experience to… Show more - Overseeing the operations of the tax department including managing staff and seniors, interacting with partners on department issues, planning and scheduling of workloads, training of staff and seniors, collections, billing, marketing, and policy development. - Review of tax returns for individuals, corporations, s-corporations, partnerships, tax exempt organizations, trusts, estates, FBARs, and various other types of filings. - Used prior audit experience and tax experience to assist with the preparation and pre-audit procedures of the tax provision for a large public company with annual sales in excess $1 billion and several international entities. - Assisted with other projects outside of the normal duties of a tax manager including consulting with client on the purchase of several locations of a restaurant franchise and the accounting for several business acquisitions. - Worked with international client and attorney on the client’s filings for the OVDP program. This included reviewing tax treaties, translating foreign tax returns, and overseeing staff on the amendment of 8 years of tax returns and FBARs, as well as, computing the OVDP penalty. Show less

Audit Manager

• Aug 2015 - Jun 2016

- Performing entire audits, reviews and compilations from planning to issuance with little to no supervision or review for non-profit organizations, partnerships, and corporations. - Supervision and review of audits, reviews, compilations and tax returns. - Preparation of financial statements for several companies. - Tax return preparation experience includes corporations, s-corporations, partnerships, tax exempt organizations and individuals. - Maintain active involvement in… Show more - Performing entire audits, reviews and compilations from planning to issuance with little to no supervision or review for non-profit organizations, partnerships, and corporations. - Supervision and review of audits, reviews, compilations and tax returns. - Preparation of financial statements for several companies. - Tax return preparation experience includes corporations, s-corporations, partnerships, tax exempt organizations and individuals. - Maintain active involvement in designing, implementing, and testing internal controls for numerous companies. - Render assistance to clients on the accounting phase, including billing, taxation, reconciliation, accounting, consulting, and regulatory requirement. - Prepared fixed asset schedules for book and tax depreciation purposes. These fixed assets included tanker trucks and trailer, buildings, buildings under construction, and leasehold improvements. The largest company I worked on had consolidated fixed assets of approximately $100 million. - Prepared consolidated financial statements for several companies. Show less - Performing entire audits, reviews and compilations from planning to issuance with little to no supervision or review for non-profit organizations, partnerships, and corporations. - Supervision and review of audits, reviews, compilations and tax returns. - Preparation of financial statements for several companies. - Tax return preparation experience includes corporations, s-corporations, partnerships, tax exempt organizations and individuals. - Maintain active involvement in… Show more - Performing entire audits, reviews and compilations from planning to issuance with little to no supervision or review for non-profit organizations, partnerships, and corporations. - Supervision and review of audits, reviews, compilations and tax returns. - Preparation of financial statements for several companies. - Tax return preparation experience includes corporations, s-corporations, partnerships, tax exempt organizations and individuals. - Maintain active involvement in designing, implementing, and testing internal controls for numerous companies. - Render assistance to clients on the accounting phase, including billing, taxation, reconciliation, accounting, consulting, and regulatory requirement. - Prepared fixed asset schedules for book and tax depreciation purposes. These fixed assets included tanker trucks and trailer, buildings, buildings under construction, and leasehold improvements. The largest company I worked on had consolidated fixed assets of approximately $100 million. - Prepared consolidated financial statements for several companies. Show less

Manager

• Aug 2005 - Aug 2015

- Overseeing auditing, bookkeeping, business taxation, and regulatory filings - Handle the preparation of tax returns for various companies, primarily for telephone companies and cooperatives, along with their subsidiaries. - Manage the assigning and review of tax returns, along with several regulatory filings required in various governing agencies in the state of Texas, such as Public Utilities Commission (PUC), Federal Government, and Rural Utilities Service (RUS/USDA) - Function… Show more - Overseeing auditing, bookkeeping, business taxation, and regulatory filings - Handle the preparation of tax returns for various companies, primarily for telephone companies and cooperatives, along with their subsidiaries. - Manage the assigning and review of tax returns, along with several regulatory filings required in various governing agencies in the state of Texas, such as Public Utilities Commission (PUC), Federal Government, and Rural Utilities Service (RUS/USDA) - Function as bookkeeper for a telephone company and serve as supervisor for staff member in preparing and reviewing monthly bookkeeping - Facilitate training to staff members on auditing, tax preparation, and computer software used within the company - Take charge of the fixed asset and depreciation accounting for various companies, as well as the preparation of financial statements and footnotes for many companies - Fixed asset experience includes preparing depreciation schedules for book and tax, reviewing construction contracts, making necessary entries to close construction in process to the appropriate fixed asset accounts, reviewing fixed asset disposal entries, recording gains and losses disposals, recording depreciation and recording the deferred tax effect due to book/tax differences. - Fixed asset experience includes, but is not limited to, buildings, vehicles, construction equipment, towers, buried cable, buried fiber, tower equipment, other work equipment, electronic equipment, internet and cable television equipment and computer software. - Prepared consolidated financial statements for several companies and their subsidiaries. - Maintain active involvement in designing, implementing, and testing internal controls for numerous companies - Assisting clients with accounting, including billing, taxation, reconciliation, accounting, consulting, and regulatory requirements Show less - Overseeing auditing, bookkeeping, business taxation, and regulatory filings - Handle the preparation of tax returns for various companies, primarily for telephone companies and cooperatives, along with their subsidiaries. - Manage the assigning and review of tax returns, along with several regulatory filings required in various governing agencies in the state of Texas, such as Public Utilities Commission (PUC), Federal Government, and Rural Utilities Service (RUS/USDA) - Function… Show more - Overseeing auditing, bookkeeping, business taxation, and regulatory filings - Handle the preparation of tax returns for various companies, primarily for telephone companies and cooperatives, along with their subsidiaries. - Manage the assigning and review of tax returns, along with several regulatory filings required in various governing agencies in the state of Texas, such as Public Utilities Commission (PUC), Federal Government, and Rural Utilities Service (RUS/USDA) - Function as bookkeeper for a telephone company and serve as supervisor for staff member in preparing and reviewing monthly bookkeeping - Facilitate training to staff members on auditing, tax preparation, and computer software used within the company - Take charge of the fixed asset and depreciation accounting for various companies, as well as the preparation of financial statements and footnotes for many companies - Fixed asset experience includes preparing depreciation schedules for book and tax, reviewing construction contracts, making necessary entries to close construction in process to the appropriate fixed asset accounts, reviewing fixed asset disposal entries, recording gains and losses disposals, recording depreciation and recording the deferred tax effect due to book/tax differences. - Fixed asset experience includes, but is not limited to, buildings, vehicles, construction equipment, towers, buried cable, buried fiber, tower equipment, other work equipment, electronic equipment, internet and cable television equipment and computer software. - Prepared consolidated financial statements for several companies and their subsidiaries. - Maintain active involvement in designing, implementing, and testing internal controls for numerous companies - Assisting clients with accounting, including billing, taxation, reconciliation, accounting, consulting, and regulatory requirements Show less