Experience

PLA

• United States
• Transportation, Logistics, Supply Chain and Storage
• 1 - 100 Employee

• Assistant Controller

  • Jul 2023 - Present

  Dallas, Texas, United States

• Division Controller

  • Jan 2020 - Jul 2023

  Dallas, Texas, United States •Oversee five day month-end closing process for seven West Coast Divisions with aggregate revenue of over $100 million. •Work with CFO and director of Finance to prepare annual budget. •Assist with monthly, quarterly, and annual financial statements, general ledger, and balance sheet reporting. •Perform reconciliations, journal entries, and provide monthly financial analysis of results. •Work with the shared service team to drive process improvement and ensure quality… Show more •Oversee five day month-end closing process for seven West Coast Divisions with aggregate revenue of over $100 million. •Work with CFO and director of Finance to prepare annual budget. •Assist with monthly, quarterly, and annual financial statements, general ledger, and balance sheet reporting. •Perform reconciliations, journal entries, and provide monthly financial analysis of results. •Work with the shared service team to drive process improvement and ensure quality output. •Lead monthly meetings to discuss preliminary results with Area Vice Presidents and Plant managers before final presentation of results to CFO and CEO. •Work directly with auditors to answer questions and provide documentation for year-end audit. •Develop month end checklist and schedule to ensure deadlines are met and close is completed timely. •Train junior accountant in bank reconciliation procedures and payroll entry. •Review of monthly journal entries prepared by the junior accountant. •Manage/train staff to ensure accurate and timely input of data for Accounts Receivable, Accounts Payable. •Assist with ERP system migrations and reconciliation of data loads. •Monitor system processes and setup to ensure the system is functioning properly for newly integrated companies.



NiTEO Products

• United States
• Automotive
• 1 - 100 Employee

• Plant Controller

  • Sep 2019 - Jan 2020

  Dallas, Texas, United States •Manage month-end closing and prepare monthly financial statements and other operational reports for site. •Perform full-cycle accounting procedures including close, balance sheet reconciliations, variance analysis, and financial statement package preparation. •Preparation of annual budget. •Work directly with external auditors to answer questions and provide documentation for yearend audit as well as bank audits. •Develop month end checklist and schedule to ensure deadlines are met… Show more •Manage month-end closing and prepare monthly financial statements and other operational reports for site. •Perform full-cycle accounting procedures including close, balance sheet reconciliations, variance analysis, and financial statement package preparation. •Preparation of annual budget. •Work directly with external auditors to answer questions and provide documentation for yearend audit as well as bank audits. •Develop month end checklist and schedule to ensure deadlines are met and close is completed timely. •Manage/train staff to ensure accurate and timely input of data for Accounts Receivable, Accounts Payable and Payroll.

• Senior Accountant

  • Apr 2019 - Sep 2019

  Dallas, Texas, United States •Prepare financial analysis and trend and profitability reports on a monthly basis. •Assist in inventory valuation, analyzing the change in product cost. •Perform physical inventory audits. •Reconcile corporate credit card for multiple divisions and review and adjust coding. •Preparation of monthly closing journal entries for multiple divisions ensuring their accuracy and completeness. •Review of monthly journal entries prepared by the junior accountant.

• Junior Accountant

  • Aug 2016 - Apr 2019

  •Preparation of monthly closing journal entries and balance sheet reconciliations ensuring their accuracy and completeness. •Coding of all customer payments in the ERP system. •Respond to customer inquiries and reconcile customer statements and correct any discrepancies. •Support financial statement audits. •Assisting with information for monthly status reports, and monthly forecasting/closing. •Assist Accounts payable with invoice entry when necessary.