Bio
Experience
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OVERWATCH Mission Critical
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Austin, Texas Area
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VP Finance
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Dec 2019 - Present
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Austin, Texas Area
OVERWATCH is a strategic consultancy comprised of military veterans with deep expertise in mission-critical operations and management. Based in Austin, Texas, OVERWATCH is a Service-Disabled Veteran Owned Small Business (SDVOB) certified through the National Veteran Business Development Council ...
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Accounting Director
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Jun 2018 - Dec 2019
Serves as controller for the RPT. Responsibilities include all in-house financial reporting and analysis, cash management, all payroll and HR functions, FEC and TEC compliance, annual audits, company liability and health insurance packages, maintain and update accounting software. Work closely with the Treasurer, Executive Director and SREC
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Accounting Deputy
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Feb 2015 - Jun 2018
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Hanger, Inc.
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Austin, Texas Area
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Senior Materials Management Auditor
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Dec 2014 - Feb 2015
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Austin, Texas Area
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NCUA
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Austin, Texas
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Forensic Accountant
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Jan 2012 - Sep 2013
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Austin, Texas
Reviewed and researched Credit Union member accounts for the NCUA.Reconstructed loan balances and identified fraudulent activity.Corresponded with Credit Union members concerning the status of disputed loans and shares.Prepared documentation to be used by various Federal Agencies to prosecute and...
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Veterans For Sarcoma
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Cedar Park, Texas
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Treasurer
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May 2001 - Jan 2012
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Cedar Park, Texas
Veterans For Sarcoma is a nonprofit organization tasked with spreading awareness of this aggressive form of cancer and helping raise funds for a cure.Responsible for the daily operations, direct fundraising, donor tax reporting and correspondence.Created an annual golf tournament raising $50,000 ...
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Stay at Home Parent
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Cedar Park, Texas
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Caregiver
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Nov 1999 - Jan 2001
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Cedar Park, Texas
Responsible for the care of my three children, one of which is a special needs child.Daily household management.PTA member and school volunteer.
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Leo Gates & Company
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Austin, Texas
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Staff Accountant
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Jan 1997 - Nov 1999
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Austin, Texas
Responsible for the preparation of Financial Statements for two multimillion dollar food service clients.Prepared IRS tax returns for individuals, partnerships and corporate clients.Processed Bi-weekly payroll for 1,500+ employee client with over 45 multistate locations.Prepared all required Sta...
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State Income Tax Accountant
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May 1994 - Jun 1997
Responsible for the timeliness and accuracy of all state income tax returns.Provided management reporting for the Federal Income Tax staff.Responsible for the compliance of all Texas Free Trade Zones and Manufacturing Exemptions.Maintained Property Tax records and partnered with County Appraisers to minimize property tax payments.Managed the day to day accounting of the Captive Insurance Company.Prepared Intercompany transfer payments. Designed and implemented Excel workbook templates to consolidate and simplify the manual monthly tax accruals and reporting.
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Sales & Use Tax Accountant
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Sep 1992 - May 1994
Responsible for the timely and accurate filing of State and Local Sales and Use Tax Reports for all Dell sales entities.Maintained Exemption Certificate database and verified accuracy of Sales and Use Tax exemption filing for customers.Interfaced with State Auditors to authenticate sales and use tax reports and exemption certificates during field audits.
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Leo Gates & Company
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Austin, Texas
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Staff Accountant
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Sep 1989 - Sep 1992
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Austin, Texas
Prepared financial statements for clients.Prepared Federal and State Income Tax returns and all associated wages reporting for individual, Partnership and Corporate clients.Provided payroll services for corporate clients and small business entities.Performed data entry and bookkeeping services fo...
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Lockhart Savings & Loan / Great West Saving...
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Austin, Texas
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Collections/Foreclosure Officer
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Oct 1985 - Jun 1989
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Austin, Texas
Responsible for the collection of past due mortgage payments.Provided delinquency metrics to Management on weekly basis.Developed forbearance agreements with customers, when applicable.Interfaced with Attorneys in preparation of Foreclosure proceedings.Conducted Foreclosure sales in the appropria...
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Texas Federal Savings & Loan / Bright
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Austin, Texas
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Head Teller / Branch Manager
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Sep 1982 - Oct 1985
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Austin, Texas
Managed daily branch operations.Currency control.Supervised a staff of eight.Advised customers on investment options.
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Education
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1987 - 1989Texas State University
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1980 - 1982The University of Texas at Austin
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1977 - 1980Saint Louis University
Suggested Services
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Industry Focus. “Banking”
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