Experience

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  Broadwing Capital

  • Dallas, Texas, United States

  • Financial Controller

    • Sep 2022 - Present
    • Dallas, Texas, United States

    Responsible for accounting and HR functions for Dallas-based private equity firm that partners with management teams to build manufacturing and services companies

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  Barrow Builders Group

  • Dallas, Texas, United States

  • Financial Controller

    • Jul 2016 - Nov 2022
    • Dallas, Texas, United States

    Managed all accounting, project, investor and finance transactions for a small construction business that specialized in high-end residential and commercial properties

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  Preston Hollow United Methodist Church

  • Dallas, Texas

  • Finance Officer/ Business Manager

    • Jun 2016 - Jun 2021
    • Dallas, Texas

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  TEGA Technologies

  • Dallas, TX

  • Comptroller

    • Jan 2016 - May 2016
    • Dallas, TX

    Reviewed, reconciled and corrected accounting transactions and software set-up files to present GAAP consolidated financial statements.Enhanced and implemented financial and accounting systems, processes, tools and control systems.Prepared and communicated timely daily, weekly, monthly and annual financial statements and reports; created and established financial objectives in alignment with company’s goals.Responsible for cash management, accounts receivable/ contract billings, deferred & recognized revenue, accounts payable, investor transactions, payroll, human resources and office management.

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  Source One Distributors

  • Wellington, FL

  • Chief Financial Officer

    • Jan 2006 - Aug 2015
    • Wellington, FL

    Utilize broad scope of industry knowledge and dynamic business acumen toward leading all forward-thinking financial accounting, reporting, outside auditing, human resources, payroll, cash management, banking relationships, accounts payable / receivable, billing, purchasing, IT, risk management, insurance, and government contract management.Direct contractual and regulatory compliance and manage reporting and production for several governmental purchasing vehicles, including TLS (DLA’s Tailored Logistics Support Program), DOD EMALL, H.I.R.E., GSA (3 schedules), and SBA 8(a), as well as monitoring strict business compliance with FARs, ITAR, and Foreign Corrupt Practices Act.

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  International Pharmaceutical Development

  • Juno Beach, FL

  • Chief Financial Officer

    • 2003 - 2006
    • Juno Beach, FL

    Strategically steered company relocation initiatives to a Florida location, including proactively establishing the operations group in Mexico City to comply with Mexican laws and regulations, as well as building solid banking relations.Conceptualized and developed SOPs comprehensively pertaining to operations, accounting, finance, and administration while handling all facets of administration, accounting, reporting, compliance, and finance functions.

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  PharmaTech Solutions, Inc.

  • Wilmington, NC

  • Co-Founder | Chief Financial Officer

    • 1999 - 2003
    • Wilmington, NC

    Capitalized on the opportunity to secure lucrative financing and facilities and establish solutions-focused telephony (Avaya), as well as computer equipment and database systems (Oracle) for a 65-seat patient recruitment call center.Ensured HIPAA compliance by developing SOPs and regulatory documentation, along with creating and implementing financial systems, including project costing, revenue recognition, and reporting for project managers, CEO, and BoD.Applied strong leadership talents toward managing all accounting, compliance, and finance functions with one assistant, including supervising 10 professionals in the information technology and human resources departments.

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  Lab U.S. (A PharmaResearch Corporation)

  • Wilmington, NC

  • Co-Founder | Chief Financial Officer

    • 1994 - 1999
    • Wilmington, NC

    Spearheaded the development of a profit-generating company with the creation of business plans used to raise $10+ million in equity and debt, including actively evaluating and implementing computer and software systems operations.Expertly designed effective billing, A/R, project costing, A/P, general ledger, fixed assets, and multi-state payroll systems while handling all budgeting, cash flow management and modeling, GL account and bank reconciliations, project reporting, and financial statement preparation and presentation which was instrumental in driving success.Drove business growth by building and managing a results-oriented team of 15 professionals, including all IT and HR.Selected and implemented health, dental, life and disability insurance, cafeteria and, 401k programs for 200+ staff.

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  Pharmaceutical Product Development (PPDI)

  • Wilmington, NC

  • Controller

    • 1990 - 1994
    • Wilmington, NC

    Played a vital role in evaluating, implementing, and maintaining accurate computer and software systems for accounting and financial operations, including assisting with Novell network; developing comprehensive project costing, payroll, and A/P systems in compliance with government requirements; and evaluating critical programming.Recruited, trained, mentored, and managed a top-performing 5-member accounting department while coordinating all facets of budgeting, cash flow management and modeling, GL account reconciliations, bank reconciliations, revenue recognition, project reporting, WIP and backlog calculations, financial statement preparation, and payroll.

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  Lowrimore, Warwick & Company CPAs

  • Wilmington, NC

  • Senior Accountant (1988 – 1990) | Staff Accountant (1986 – 1988)

    • 1986 - 1990
    • Wilmington, NC

    Led targeted decision-making in the recommendation, implementation, and support of client accounting software emphasizing small / medium business organizations with a main focus on management support for medical and dental practices, including additionally supporting construction, landscaping, restaurants and manufacturing industries.Demonstrated experience in general bookkeeping, bank reconciliations, GL account reconciliations, payroll services, fixed asset accounting and financial projections, compilations, and reviews; prepared federal and multi-state personal and corporate income tax returns and multi-state payroll reports; and performed limited auditing to meet objectives.