Bio
Credentials
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Certified Public Accountant
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Experience
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Corporate M&A Project Manager
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Nichols Companies, Inc.
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Tulsa, Oklahoma Area
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Corporate M&A Project Manager
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Apr 2012 - Present
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Tulsa, Oklahoma Area
M&A support for the Nichols Companies with diversified interests in O&G production, crude oil transportation & marketing, oilfield supply, technology and real estate. Provide due diligence, valuation and transitional management for acquisitions. Interim CFO for Dallas based O&G a...
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Dental Directions, Inc.
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Tulsa, Oklahoma Area
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Chief Financial Officer
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May 2006 - Dec 2011
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Tulsa, Oklahoma Area
Member of Lead Team responsible for development and execution of strategic plan, acquisition and build out of new facilities, expansion of product offerings, increased profitability, customer service excellence and regulation compliance. Business sectors in career education, client services and ...
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Advanced Data Systems, Inc.
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Tulsa, Oklahoma Area
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Chief Financial Officer
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Mar 1991 - May 2006
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Tulsa, Oklahoma Area
Provide CFO / Controller and contract management services, business development and consulting in the fields of accounting, finance, tax, operations, information systems and general business. Engagements include interim contract management, business plan development, offering memorandums, investo...
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Dryvit Systems, Inc
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Sand Springs, Oklahoma
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Division Controller
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May 1986 - Mar 1991
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Sand Springs, Oklahoma
Member of Lead Team responsible for expanding the exterior insulation and finish systems (EIFS) market in the central U.S. and achieving target financial and operations goals. Work closely with manufacturing plant manager, product distributors and regional sales force in twelve states to maintain...
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Reading & Bates Petroleum
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Tulsa, Ok
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Supervisor Financial Accounting, Budgeting & Control
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Jun 1984 - May 1986
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Tulsa, Ok
Responsible for financial reporting & operations analysis. Direct the month-end closing process and management report preparation. Develop operating budgets and long-term forecasts. Interface with operations, revenue and joint interest accounting to identify and explain budget variances. Rep...
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Tetra International, Inc
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Tulsa, Ok
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Controller / VP Finance & Administration
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Apr 1981 - Jun 1984
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Tulsa, Ok
Direct the financial, tax and accounting activity of Tetra, and three subsidiaries with diversified activity in Oil and Gas Exploration / Production, Trucking and Real Estate. Provide the accounting and regulatory reporting expertise to transform a privately held corporation into a public, traded...
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Cotton Petroleum
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Tulsa, Ok
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Supervisor Financial / Oil & Gas Partnership Accounting
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Jan 1979 - Apr 1981
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Tulsa, Ok
Manage the monthly financial closing process. Prepare consolidated financials for Cotton, three subsidiaries, seven partnerships and a Canadian division. Research and explain budget variances. Supervise general and partnership accounting. Monitor joint interest billings and revenue distribution. ...
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Education
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1975 - 1976Oklahoma State University
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1974 - 1975West Texas State University
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1972 - 1974Northeastern Oklahoma A&M College
Suggested Services
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References
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