Experience

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  Sunbelt Business Group

  • Tulsa, Oklahoma Area

  • Business Intermediary

    • Nov 2014 - Jan 2016
    • Tulsa, Oklahoma Area

    Sunbelt - The place to go to buy or sell a business!http://tulsa.sunbeltnetwork.com/Sunbelt business brokers specialize in working with business owners to manage the sale of their business. Our typical client businesses are small to lower middle market businesses, with valuations ranging from $200,000 to $20,000,000. We handle all aspects of the sale process. We assist in the valuation process, prepare and publish marketing information, screen and qualify prospective buyers, gather and deliver due diligence materials, help the seller negotiate deal terms, assist buyers in arranging financing, and coordinate the closing process. We take care of selling your business while you stay focused on running the business. Throughout the process, you are assured that our interests are aligned, as we only get paid when the deal gets done!Sunbelt brokers also can serve as Buyer Representatives and perform Targeted Search services. We can identify target businesses that meet specific industry, size, financial performance or other parameters. We can approach target businesses, meet with the owner(s), gather due diligence information and facilitate analysis, negotiate purchase terms and conditions, arrange financing, and coordinate the closing process.

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  Lakewood Midstream

  • Tulsa, Oklahoma Area

  • Director of Financial Reporting

    • Jul 2013 - Jul 2014
    • Tulsa, Oklahoma Area

    ACCOUNTING - systems selection and implementation, internal controls and procedures, consolidations, analysis and reporting, policy development and documentation, payroll, budgetACQUISITIONS due diligence - Financial model development, analysis, and presentationsTREASURY - Cash requirements planning and analysis

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  SiteMaster, Inc.

  • Tulsa, Oklahoma Area

  • Controller

    • Jun 2012 - Nov 2012
    • Tulsa, Oklahoma Area

    SiteMaster Inc. provides an array of contract services to clients in the wireless telecommunications industry. Services offered include audits & inspections, construction & installation, maintenance & repair, microwave, and other related professional services. Services are provided in all 50 states and Puerto Rico. We also offer SiteSmart software, providing web-based workflow and document management and reporting.Monthly financial reportingManage AP processing, disbursements, cash requirements forecasting, treasury actionsPayroll processing for workforce ~100 employees with typically high turnover ratioProcess all payroll mods incl insurance and 401k elections, withholdings, garnishments, etcAdministered employee benefits plans including health, dental, life insurance and 401kRevised fixed asset accounting policy and proceduresImplemented time and expense reporting system to capture data for new complex contracts

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  Road Science, LLC

  • Tulsa, OK

  • Manager of Financial Planning & Analysis

    • Aug 2009 - Aug 2011
    • Tulsa, OK

    Road Science is the leading technology and pavement services company for the road paving industry. Our focus is on Preservation & Maintenance, Recycling, and Binder Technologies.Implemented MS Dynamics GPAnnual Budget process for multiple departmentsMonthly, Qtrly, Annual financial reporting incl variance analysis, footnotes and MD&ALong-range financial modeling for strategic planningManaged AP processing, disbursements, cash requirements forecasting, treasury actionsMonitored AR billing, aging analysis and directed collections efforts

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  SemGroup LP

  • Tulsa, OK

  • Senior Financial Analyst / Assistant Controller

    • Sep 2000 - Aug 2009
    • Tulsa, OK

    Founded in 2000, our company purchases, sells, processes, transports, and stores energy including crude oil, natural gas, natural gas liquids, asphalt and refined products.Consolidation of multiple subsidiary entities (wholly-owned and JVs)Monthly, Qrtly, Annual financial reporting - incl budget variance explanations, footnotes and MD&AAnnual budget process across all subsidiaries and departmentsLong-range financial modeling for strategic planning and acquisitions analysisManaged centralized services activities including AP processing and fixed asset accountingImplemented Quickbooks, upgraded to MAS 90, upgraded to MAS 200, upgraded to OracleDeveloped and maintained GL chart of accounts in all systems and for all entitiesLiaison between financial reporting departments and Oracle programming groupDevelop report specs, test reports in test db environment prior to migration to production db

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  American Electric Power

  • Sr Financial Planning Analyst

    • Nov 1996 - Sep 2000

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  Central & Southwest Corp

  • Forecast Analyst

    • May 1994 - Nov 1996

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  Public Service Co of Oklahoma

  • Forecast Analyst

    • Sep 1992 - May 1994