Experience

• 

  WeStreet Credit Union

  • Tulsa, Oklahoma, United States

  • Chief Financial Officer

    • Dec 2023 - Present
    • Tulsa, Oklahoma, United States

• 

  Gateway First Bank

  • Jenks, Oklahoma, United States

  • Director Corporate and Servicing Finance

    • Oct 2021 - Aug 2023
    • Jenks, Oklahoma, United States

    Internal financial reporting and financial planning and analysis for mortgage production, mortgage support, mortgage servicing, and corporate divisions which include the key areas of Human Resources, Information Technology, Legal, Risk and Compliance functions. Development and operationalization of management accounting methodologies, profitability measurement, and financial accounting models for management estimates. Coordination of annual enterprise budgeting process. Facilitation of monthly and quarterly budget and business unit review meetings.

• 

  BOK Financial

  • Tulsa, Oklahoma Area

  • VP, MANAGER, INTERNAL AUDIT BOKF

    • Oct 2019 - Oct 2021
    • Tulsa, Oklahoma Area

    Initiate and oversee life cycle of audit work, direct and supervise audit teams to ensure high-quality audits delivered timely. Design of audit programs based on the assessed risk and industry/regulatory trends or requirements. Identification of operational improvement opportunities and action step development. Development of team members by coordinating training and providing timely and relevant feedback. Plan, coordinate, and manage testing on which external auditors rely for SOX SEC requirements. Assist in determining annual department objectives, audit plan, and allocation of resources. Execution of special projects. Interface cross-functionally on system implementations and other strategic committees. Audit focus areas include Capital Markets, Mortgage Secondary Marketing and Mortgage Servicing Rights, Financial Reporting, Bank and Broker dealer, Risk Management, and Compliance.

• 

  Deloitte & Touche LLP

  • Audit Senior Manager

    • Aug 2011 - Sep 2019

    Audits of Financial Statements, reviews of quarterly financial information, Sarbanes-Oxley Section 404, carve-out audits, and other attest related services. Specialized experience in private equity portfolio companies, ASC 606 Revenue Recognition Implementation, ASC 842 Lease Accounting, ASC 805, ASC 852, and ASC 932. Audit focus areas include E&P and mid-stream oil and gas, manufacturing, electric utility and governmental organizations. Extensive experience in income and market approach valuation techniques utilized in the preparation of purchase price allocations and fresh start accounting. Project management and system implementations. Coordination of activities between an organization, audit staff, and audit management to ensure a successful audit. Direct supervision of audit staff. Additional experience includes accounting research, contract reviews, analytical reviews of financial data, and Microsoft Excel.

• 

  Copelands of New Orleans

  • Service Manager

    • Sep 2007 - Oct 2010

    Hiring, scheduling, cash management, inventory management, weekly orders, and budgeting

• 

  On The Border

  • Various

    • Dec 2004 - Aug 2007

    Manager; Hostess; Hostess Trainer; Head Hostess; Server; Server Trainer; Kitchen Expediter; Road WarriorDuties included hiring, scheduling, cash management, inventory management, weekly orders, and budgeting

• 

  On The Border

  • Various

    • Jan 1999 - Jun 2003

    Manager; Hostess; Hostess Trainer; Head Hostess; Server; Server Trainer; Kitchen Expediter; Road WarriorDuties included hiring, scheduling, cash management, inventory management, weekly orders, and budgeting