Controller

• Jan 2023 - Present

Chief Financial Officer

• Mar 2022 - Dec 2022

SVP of Accounting and Finance

• Jan 2021 - Feb 2022

Dallas based recycling company. Dallas based recycling company.

Chief Financial Officer

• Feb 2020 - Nov 2020

Managed 4 direct reports including a corporate controller, treasury director, director of revenue management and an FP&A manager. Provided financial oversight over the business and prepared the monthly board report. Managed liquidity needs of the business through a 13-week cashflow model. Evaluated capital spend as to ensure proper ROIs are considered. Managed the annual financial and capital budgeting process. Prepared bank financial covenants. Reviewed the monthly borrowing base certificate. Liaised with private equity sponsorship. Evaluated risk management solutions with our insurance broker and executive management. Championed the implementation of Jet Enterprise (a data warehouse and reporting solution). Major accomplishments include: managing liquidity through Covid downturn, building out a shared services accounting and finance environment in San Diego and implementing Certify an expense report management tool. Show less

Executive Vice President of Finance

• May 2018 - Jan 2020

Managed 5 direct reports including a controller, accounts receivable manager, accounts payable manager, business systems analyst and IT director. Provided strategic financial oversight over the subsidiary, which included leading multiple initiatives to streamline the financial close process, implementing internal controls, enhancing management reporting and providing analytical support for executive business decisions. Oversaw the month-end financial close process, non-trade purchasing, and trade accounts receivable and payable and fixed assets. Led the accounting integration of a $5M acquisition of a multi-site paper recycler. Led the implementation of Procurify (a purchase requisition solution) and Jet Enterprise (a data warehouse and reporting solution). Prepared the month-end board report. Major accomplishments included reducing the financial close cycle from 30 days to 7 days, reducing accounts receivable on average by $1.0 million, developed a more robust internal control environment by creating a culture of accountability, developed the company’s first formal budget and bonus program, and developed a month-end reporting platform that requires plant and commercial managers to report on monthly results. Show less

Vice President and Corporate Controller

• Mar 2016 - Apr 2018

Responsible for the consolidated financial results of a multi-national civil engineering business. Managed 3 direct reports including a controller, consolidations manager and a senior accountant. Developed and maintained global accounting policies based on US GAAP and general best practices. Led the continuous improvement committee, which addressed accounting issues through lean six sigma principles. Longview consolidations and reporting system administrator. Prepared the month-end board report. Major accomplishments included completing the 2015 and 2016 audits on time, formalizing the month-end financial statement review process, drafting a global travel & expense policy and reducing the financial close cycle by 1 day. Led the sell-side due diligence effort for the sale of Tensar's Erosion business unit, which was completed in 2017. Show less

Senior Controller

• Sep 2014 - Feb 2016

Oversaw the month-end financial close process, non-trade purchasing, trade accounts receivable and payable and fixed assets. Managed 4 direct reports including 3 regional controllers and a controller overseeing non-trade purchasing and fixed assets. Responsible for facilitating the bi-annual bank audit, annual external audit in accordance with US GAAP, and state and federal tax filings. Managed the company’s credit insurance and bad debt reserve. Prepared accounting memos based on US GAAP and general best practices. Managed all financial due diligence associated with the sale of the business to SA Recycling – Completed in Feb 2016. Key accomplishments include the implementation of a month-end executive financial management report as well as standardizing and streamlining the account reconciliation process. The report encompassed key financial metrics associated with industry practices, standard financial ratios and detailed trend reviews of general ledger balances as to ensure the integrity of the general ledger. Show less

Chief Accounting Officer - North America Metals

• May 2013 - Mar 2014

Oversight of North America Metals'​ accounting function. This included, but was not limited to, management of 8 direct reports across North America Metals'​ regional businesses, fixed assets and credit function. Wrote all North America Metals'​ standard operational accounting policies. Liaison between Group accounting and North America Metals' regional accounting functions.

CFO - Ferrous Trading and Corporate Reporting Group

• Oct 2012 - Apr 2013

Complete financial oversight of North America Metals' global and domestic brokerage business as well as the corporate overhead ledger. Key accomplishments included, but are not limited to: complete reorganization of workflow, implementation of proper reporting lines and proper position titles, development of detailed account balance roll-forwards as to support analytical reviews and account reconciliations, rationalization of workforce, documentation of all journal entries and processes to create efficiencies during periods of transition, development of formal policies governing the recording of intercompany balances, and remediation of a neglected control environment. Show less

Controller - North America Metals

• Nov 2010 - Sep 2012

Controller for Sims Metal Management's North America Metals division. Responsible for leading the accounting restructuring for the North America Metals business. Key accomplishments include converting entities to the Hyperion direct upload process, development of a standard chart of accounts and a complete set of management financial reports, as well as creation of cost center and key balances accounting policies.

Manager of Financial Reporting

• Apr 2008 - Oct 2010

Responsible for the preperation of all SEC and ASX financial reporting documents under IFRS guidance. Key team member of a group that transitioned Sims Metal Management's corporate reporting function from North Sydney, Australia to Chicago, Illinois. Assisted in transitioning the financial consolidation from TM1 to Hyperion and restructuring of accounting support related to statutory disclosures.

Senior Accountant - M&A

• Jan 2007 - Mar 2008

Conducted buy-side accounting due diligence. Conducted buy-side accounting due diligence.

Senior Accountant - Business Risk Services

• Jan 2004 - Dec 2006

Responsible for the implementation of SOX 404 requirements for multi-national consumer products companies and financial institutions. Responsible for the implementation of SOX 404 requirements for multi-national consumer products companies and financial institutions.

Credit Products Underwriter - Beverage Finance

• Jun 2001 - Dec 2003

Underwrote debt transactions for public and private beverage companies which required extensive financial modeling and intangible asset valuation. Underwrote debt transactions for public and private beverage companies which required extensive financial modeling and intangible asset valuation.

Credit Analyst - Commerical Credit Group

• Apr 2000 - May 2001

Underwrote asset based lending transactions. Underwrote asset based lending transactions.