Experience

Annapolis Christian Academy

• United States
• Education Administration Programs
• 1 - 100 Employee

• Chief Operating Officer

  • Aug 2018 - Present



Mako Communications, LLC

• Controller

  • Apr 2013 - Dec 2016

  Privately owned and operated company that acquires, builds, and maintains Class A and low power television stations across the United States and serves as an umbrella company for 13 other businesses and corporations whose purpose range from foreign real estate investments, private trusts, oil and gas holdings, medical liability, broadcasting, as well as foreign and domestic rental properties. Oversee and/or perform all entities (partnership, S Corp, C Corp and individual) accounting related processes – including chart of accounts, banking, AP, AR, GL, loan accounting and month and year end close processes. Prepare year-end tax forms and complete federal income tax returns, franchise tax returns, personal property tax renditions as well as foreign non-resident returns for the United Kingdom and New Zealand. Assisted CEO and COO with strategic financial planning and forecasting.



CHRISTUS Spohn Health System

• United States
• Hospitals and Health Care
• 500 - 600 Employee

• Finance Manager

  • Feb 2006 - Mar 2013

  Manager of Finance – Spohn System (Jul.09-Feb.13): Coordinate & manage accounting staff during monthly financial close process. Prepare variance analysis & various other monthly & quarterly reports & presentations for System & Corporate management. Charged w/ assisting Spohn's outside accounting firm in the completion of the Health Systems Form 990 & 990-T & coordinate the completion the Foundation 990 & Non-Hospitals Form 1120. Prepare the Health Systems quarterly Sales & Use Tax Returns. Responsible for grant related reporting requirements & assists external auditors w/ OMB Circular A-133 audits & financial audit with no management letter findings since 2009. Coordinate & schedule bi-annual physical inventories. Assist in preparing annual operating budgets for Regions Shared Services departments & Foundation.Manager of Finance – Spohn South Hospital (Aug.07-Jul.09): 158 bed acute facility, 715 FTEs, $86 million annual net revenue. Monitored hospital’s productivity & adherence to labor standards, prepared monthly operations forecast, prepared annual capital & operating budgets, assisted with external audit, prepared proformas for new business opportunities, trained & audited departments on revenue capture & reconciliation, participated in monthly AR denials meeting with Business Office, Admitting, Case Management and revenue departments, reviewed all balance sheet reconciliations, assisted with monthly financial close process with review of expenses & contractual allowances & prepared variance analysis for facility and regional management.• Developed & implemented a real time labor productivity tool for nursing departments that enabled managers to increase productivity and reduce waste from over staffing. • Developed a highly accurate tool for forecasting revenues & expenses on a weekly basis.Senior Accountant – (Feb.06-Aug.07) Shoreline Hospital: Prepared journal entries, reconciled general ledger accounts & assisted with special accounting projects.



Killman, Murrell & Company, P.C/Luby & Birdwell, LLP

• Senior Auditor

  • Jun 2003 - Feb 2006

  Evaluated the effectiveness of internal controls and operations for a diverse portfolio of private and publicly held companies – including banks, hospitals, oil & gas, manufacturing and investment holding firms. Used risk assessment standards to conduct and participate in financial and compliance audits. Coordinated audit team activities to meet objectives within time constraints. Generated management letters and audit issues memoranda. • Improved internal control efficiency and risk reduction by presenting valuable findings.• Entrusted to run audit engagements in less than 6 months of hire.• Ensured full adherence to guidelines affecting Securities and Exchange Commission and non –SEC clients.



Ernest R Garza & Co PC

• United States
• Telecommunications

• Auditor/Tax Preparer

  • Jul 2001 - Jun 2003

  Participated in financial and compliance audits of municipalities, school districts, not for profits and privately held companies. Prepared individual, partnership, S and C Corp tax returns. Prepared Sales Tax Returns, 940 and 941 returns for firms bookkeeping clients.• Assisted Partner/Tax Manager in meeting internal and external deadlines and requests.• Researched tax issues for special projects. Participated in financial and compliance audits of municipalities, school districts, not for profits and privately held companies. Prepared individual, partnership, S and C Corp tax returns. Prepared Sales Tax Returns, 940 and 941 returns for firms bookkeeping clients.• Assisted Partner/Tax Manager in meeting internal and external deadlines and requests.• Researched tax issues for special projects.