Experience

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  Valbridge Property Advisors®

  • Tulsa, Oklahoma

  • Commercial Real Estate Appraiser

    • May 2018 - Present
    • Tulsa, Oklahoma

    Full service real estate appraisal, market analysis, and consultation firm. Appraisal, valuation and consulting assignments include: apartment buildings; retail buildings and shopping centers; office buildings; industrial buildings; religious and special purpose properties including schools, churches and hotels and motels; residential subdivisions; and vacant industrial, commercial and residential land.

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  The Crosby Group

  • United States
  • Machinery Manufacturing
  • 300 - 400 Employee

  • Project Manager/Accounting Supervisor

    • Dec 2016 - Dec 2017

    • Led “War on Working Capital” initiative that generated ~$1M in cash savings over six months’ time through terms negotiation, payment consolidation, and process improvement• Presented and implemented payroll, time, and attendance centralization project (ADP) across five locations. Result of project was consolidation of five FTEs to one, generating savings of $250K annually• Developed company-wide financial and operational reporting dashboard • Five direct reports across several domestic locations• Implemented, managed, and administered Concur program (expense management tool)• Enacted improved travel policy to reduce expense and create greater accountability• Participated in transition team to relocate Finance group from Tulsa to Dallas. Declined position in Dallas but was asked to continue employment in Tulsa for an additional five months to complete various projects for CFO

  • Senior Financial Analyst

    • May 2015 - Dec 2016

    • Implemented monthly departmental budget reporting with variance analysis• Prepared month-end and year-end journal entries (accruals, reversals, amortization, adjustments, etc.)• Managed capital expenditure process for all North American companies• Reduced monthly closing time from six to three days• Reconciled intercompany accounts between eight entities• Coordinated and managed annual audit of ownership entities• Ad hoc reporting, financial modeling, and variance analysis• Assisted in preparation of financial statements• Oversaw all financial activity between ownership entities, both domestic and international

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  Dayco Products

  • Tulsa, Oklahoma

  • Financial Analyst

    • Mar 2013 - May 2015
    • Tulsa, Oklahoma

    • Prepared comprehensive yearly budget with monthly reviews/updates• Prepared monthly P&L gap analysis • Prepared monthly product demand forecasts• Assisted in preparation of financial statements • Managed and tracked all fixed asset activity• Prepared weekly cash forecasts

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  Porthaven Partners

  • Financial Analyst

    • Sep 2011 - Mar 2013