Experience

Maverick Well Service, LLC

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

• Chief Financial & Technology Officer

  • Jan 2022 - Present

  Kilgore, Texas, United States • Manage entire finance function of Maverick to improve financial performance, identify opportunities for financial growth, and enhance overall growth of the company. • Develop monthly forecasts (P&L, Balance Sheet) to analyze current and future financial position and report such financial results to executive management. • Design dynamic financial model for internal & external reviews to project future impacts on business development/growth opportunities. • Review requests for… Show more • Manage entire finance function of Maverick to improve financial performance, identify opportunities for financial growth, and enhance overall growth of the company. • Develop monthly forecasts (P&L, Balance Sheet) to analyze current and future financial position and report such financial results to executive management. • Design dynamic financial model for internal & external reviews to project future impacts on business development/growth opportunities. • Review requests for capitalized expenditures to increase productivity, longevity and capacity of operating equipment, and provide additional growth for the organization. • Forecast and review cash flow inputs on a weekly basis and identify impact on cash position. • Conduct various business analysis and ad hoc financial reporting on multiple projects and/or processes to improve overall company effectiveness and provide detail to Maverick executive management. Analysis includes reviewing customer sales and margin analysis, key expense review, cost reduction efforts, and planned capital projects, etc. • Review customer account status, A/R aging, and incoming cash flow through effective credit management and collections. • Manage company IT infrastructure to enhance business intelligence, operational efficiency, data analytics, and level of internal communication. • Provide guidance for cloud-based systems implementations for all functional/operational areas within the business including: - Migration from Quickbooks Enterprise to NetSuite - A/P Automation with Stampli - Electronic field ticketing system with Enverus OSS - Outsourced HR & Payroll with Paycor - Employee expense management with Divvy - G.P.S. Fleet Monitoring system with Verizon Connect - Migration of key IT infrastructure including O365, Exchange, and VOIP communication systems

• Controller & IT Director

  • Feb 2019 - Jan 2022

  Kilgore, Texas • Manage entire finance function of Maverick to improve financial performance, identify opportunities for financial growth, and enhance overall growth of the company. • Develop monthly forecasts (P&L, Balance Sheet) to analyze current and future financial position and report such financial results to executive management. • Design dynamic financial model for internal & external reviews to project future impacts on business development/growth opportunities. • Review requests for… Show more • Manage entire finance function of Maverick to improve financial performance, identify opportunities for financial growth, and enhance overall growth of the company. • Develop monthly forecasts (P&L, Balance Sheet) to analyze current and future financial position and report such financial results to executive management. • Design dynamic financial model for internal & external reviews to project future impacts on business development/growth opportunities. • Review requests for capitalized expenditures to increase productivity, longevity and capacity of operating equipment, and provide additional growth for the organization. • Forecast and review cash flow inputs on a weekly basis and identify impact on cash position. • Conduct various business analysis and ad hoc financial reporting on multiple projects and/or processes to improve overall company effectiveness and provide detail to Maverick executive management. Analysis includes reviewing customer sales and margin analysis, key expense review, cost reduction efforts, and planned capital projects, etc. • Review customer account status, A/R aging, and incoming cash flow through effective credit management and collections. • Manage company IT infrastructure to enhance business intelligence, operational efficiency, data analytics, and level of internal communication. • Provide guidance for cloud-based systems implementations for all functional/operational areas within the business.



Norris Cylinder Company

• United States
• Packaging and Containers Manufacturing
• 1 - 100 Employee

• Controller

  • Sep 2017 - Feb 2019

  Longview, Texas • Developed monthly forecasts (P&L, Balance Sheet, NWC) to analyze current and future financial position for two plant locations (Longview, TX and Huntsville, AL) and report such financial results to executive management. • Managed and oversee budgeting process including forecasted sales, manufacturing costs, and SG&A to improve gross profits and operating income to corporate standards. • Reviewed requests for capitalized expenditures to increase productivity, longevity and capacity of… Show more • Developed monthly forecasts (P&L, Balance Sheet, NWC) to analyze current and future financial position for two plant locations (Longview, TX and Huntsville, AL) and report such financial results to executive management. • Managed and oversee budgeting process including forecasted sales, manufacturing costs, and SG&A to improve gross profits and operating income to corporate standards. • Reviewed requests for capitalized expenditures to increase productivity, longevity and capacity of manufacturing equipment, and provide additional growth for the organization. • Forecasted and review cash flow inputs on a weekly basis and identify impact on cash position and working capital. • Oversaw project for implementation of standard costs and corresponding resources and routers for Norris Tooling subsidiary. • Conducted various business analysis and ad hoc financial reporting on multiple projects and/or processes to improve overall company effectiveness and provide detail to Norris executive management or TriMas Corporate Finance. Analysis includes reviewing MOH department costs, purchasing/procurement process, financial reserve calculations, capital projects, customer sales and margin analysis, etc. • Reviewed customer account status, A/R aging, and requests for credit and/or credit limit increases through effective credit management and collections. • Assisted Norris with implementation of ShopVue floor reporting software to provide details regarding labor performance, job production, and time & attendance. • Worked with Norris technology initiative team to improve company online presence, increase customer sales, and move Norris into new technology age. • Responsible for interviewing and onboarding of Finance and IT employees to introduce them to Norris Cylinder culture, outline job responsibilities, and continue to develop team environment. Show less



East Texas Salt Water Disposal

• United States
• Accounting
• 1 - 100 Employee

• Accounting & IT Manager

  • Feb 2014 - Sep 2017

  Kilgore, Texas • Recorded daily and monthly JE's to ensure financial books were accurate and performed key month-end closing procedures and evaluation of general ledger and forecasted budget. • Implemented numerous cloud-based accounting, inventory, and human resource management systems and business processes to enhance organizational performance and improve efficiency. • Managed two accounting personnel and provided oversight for daily accounting activities. • Oversaw cost activity for… Show more • Recorded daily and monthly JE's to ensure financial books were accurate and performed key month-end closing procedures and evaluation of general ledger and forecasted budget. • Implemented numerous cloud-based accounting, inventory, and human resource management systems and business processes to enhance organizational performance and improve efficiency. • Managed two accounting personnel and provided oversight for daily accounting activities. • Oversaw cost activity for current/ongoing capitalized expenditures and other company projects. • Reviewed and managed outstanding accounts receivable and customer aging on a monthly basis. • Coordinated with department managers to develop the yearly financial budget while properly identifying foreseeable revenues and expenses. Show less



Martin Resource Management Corporation

• United States
• Oil and Gas
• 200 - 300 Employee

• Internal Auditor

  • Aug 2012 - Feb 2014

  Kilgore, Texas • Conducted SOX testing over business and IT controls across multiple business segments in the oil & gas industry including transportation, fertilizer, natural gas, sulfur, and terminalling and storage. • Monitored company performance through an internally developed continuous assessment program including areas such as debt compliance, cash application and credit, financial consolidation, facility visits, inventory management, CAPEX, and product exchange pricing. • Involved in numerous… Show more • Conducted SOX testing over business and IT controls across multiple business segments in the oil & gas industry including transportation, fertilizer, natural gas, sulfur, and terminalling and storage. • Monitored company performance through an internally developed continuous assessment program including areas such as debt compliance, cash application and credit, financial consolidation, facility visits, inventory management, CAPEX, and product exchange pricing. • Involved in numerous special projects requested by Executive Management such as a crude inventory audit, verification of Hyperion implementation, escheatment identification, and assisting the organization’s external auditors with 10Q financial report preparation and tieout. • Utilized numerous auditing systems including TeamMate, Visio, and IDEA. Show less



JPMorgan Chase & Co.

• United States
• Financial Services
• 700 & Above Employee

• Personal Banker

  • Feb 2012 - Aug 2012

  Longview, Texas • Discovered customer needs based on current and future financial goals in order to properly recommend banking retail products and promote financial growth. • Utilized effective sales techniques to acquire, retain, and deepen customer relationships.



Gladewater National Bank

• United States
• Banking
• 1 - 100 Employee

• Credit Analyst / Loan Assistant

  • May 2009 - Feb 2012

  Gladewater, Texas • Assisted Executive Management in finalizing and reporting quarterly Call Reports, Financial Budget, and Month-End General Ledger Reports. • Prepared monthly financials including Loan Loss Reserve (ALLL), Income Statement, Balance Sheet, and performed Variance Analysis. • Reviewed personal and business loan applications in order to identify credit worthiness. • Developed loan pricing matrix for optimization of loan rates and credit analysis.