Experience

American General Supplies, Inc.

• United States
• Airlines and Aviation
• 1 - 100 Employee

• Training the next Controller

  • Oct 2021 - Present

  Family run business. I am training the Treasurer to be able to become the next CFO. Family run business. I am training the Treasurer to be able to become the next CFO.



Nymeo Federal Credit Union

• United States
• Financial Services
• 1 - 100 Employee

• Chief Financial Officer

  • 2018 - 2021

  • Created budget template and implemented a five-year forecast. • Improved ALCO performance with a clean examination from NCUA. • Improved earnings by increasing yield on investments. • Rewrote policies and procedures for accounting department. • Worked on mergers/acquisition. • Created budget template and implemented a five-year forecast. • Improved ALCO performance with a clean examination from NCUA. • Improved earnings by increasing yield on investments. • Rewrote policies and procedures for accounting department. • Worked on mergers/acquisition.



First American International Bank

• Banking
• 1 - 100 Employee

• Controller

  • 2014 - 2018

  Responsible for all aspects of financial management across the company. Prepare consolidated financial statements for the bank, REIT, and holding company. Accountable for audited financial statements and reports, tax returns, call reports, annual budgets, and reporting to the Board of Directors. Manage 3 officers and 12 staff. Prologue/Fiserv Responsible for all aspects of financial management across the company. Prepare consolidated financial statements for the bank, REIT, and holding company. Accountable for audited financial statements and reports, tax returns, call reports, annual budgets, and reporting to the Board of Directors. Manage 3 officers and 12 staff. Prologue/Fiserv



First National Bank of Santa Fe

• Santa Fe, NM

• Controller

  • 2010 - 2014

  Reporting directly to the CEO, manage a staff of fifteen reports including four officers in preparing consolidated financial statements for bank and holding company. Instrumental in preparing the definitive merger agreement between the bank holding company and Strategic Growth Bancorp. Chaired ALCO. Reporting directly to the CEO, manage a staff of fifteen reports including four officers in preparing consolidated financial statements for bank and holding company. Instrumental in preparing the definitive merger agreement between the bank holding company and Strategic Growth Bancorp. Chaired ALCO.



CIT

• United States
• Financial Services
• 700 & Above Employee

• Finance Lead

  • 2007 - 2010

  Direct a staff of five reports including three officers in preparing consolidated financial statements for a business group consisting of eight legal entities. Major Responsibilities Ensure compliance with all Sarbanes-Oxley (SOX) requirements for the energy group and lease requirements for CIT. Evaluate energy and lease accounting issues related to International Financial Reporting Standards (IFRS). Conduct special projects including compliance with FIN 46, SFAS 133, SFAS 157… Show more Direct a staff of five reports including three officers in preparing consolidated financial statements for a business group consisting of eight legal entities. Major Responsibilities Ensure compliance with all Sarbanes-Oxley (SOX) requirements for the energy group and lease requirements for CIT. Evaluate energy and lease accounting issues related to International Financial Reporting Standards (IFRS). Conduct special projects including compliance with FIN 46, SFAS 133, SFAS 157 and SFAS 159. Leading project to create a tax basis balance sheet and adjust deferred tax balances for individual business units to be in compliance with SFAS 109 and FIN 48. Key Accomplishments Streamlined departmental operations, saving over $100K annually and improving report quality. Raised $300 million in cash at a far lower rate than any other internal group during extremely difficult circumstances. Collaborated on managing complex financial deals and helped mitigate further losses. Worked on ASC 805 initiatives which were vital to help the firm emerge from bankruptcy. Show less Direct a staff of five reports including three officers in preparing consolidated financial statements for a business group consisting of eight legal entities. Major Responsibilities Ensure compliance with all Sarbanes-Oxley (SOX) requirements for the energy group and lease requirements for CIT. Evaluate energy and lease accounting issues related to International Financial Reporting Standards (IFRS). Conduct special projects including compliance with FIN 46, SFAS 133, SFAS 157… Show more Direct a staff of five reports including three officers in preparing consolidated financial statements for a business group consisting of eight legal entities. Major Responsibilities Ensure compliance with all Sarbanes-Oxley (SOX) requirements for the energy group and lease requirements for CIT. Evaluate energy and lease accounting issues related to International Financial Reporting Standards (IFRS). Conduct special projects including compliance with FIN 46, SFAS 133, SFAS 157 and SFAS 159. Leading project to create a tax basis balance sheet and adjust deferred tax balances for individual business units to be in compliance with SFAS 109 and FIN 48. Key Accomplishments Streamlined departmental operations, saving over $100K annually and improving report quality. Raised $300 million in cash at a far lower rate than any other internal group during extremely difficult circumstances. Collaborated on managing complex financial deals and helped mitigate further losses. Worked on ASC 805 initiatives which were vital to help the firm emerge from bankruptcy. Show less



SMBC Leasing

• Controller

  • 1990 - 2006

  Prepared all federal and state tax returns. Developed policies and procedures manual for company operations. Served as Secretary to the Board; prepared all Board reports and minutes. Key Accomplishments Pioneered a method for optimizing swap rates, using a non-linear optimizer, resulting in increased fee income of up to 50 bps and savings of up to 20 bps in borrowing costs. Structured and priced over $1 billion single-investor, leveraged, QTE, and synthetic leases. Created… Show more Prepared all federal and state tax returns. Developed policies and procedures manual for company operations. Served as Secretary to the Board; prepared all Board reports and minutes. Key Accomplishments Pioneered a method for optimizing swap rates, using a non-linear optimizer, resulting in increased fee income of up to 50 bps and savings of up to 20 bps in borrowing costs. Structured and priced over $1 billion single-investor, leveraged, QTE, and synthetic leases. Created user-friendly templates that reduced turnaround time, saving up to 18 man-hours, while significantly improving accuracy. Sued major law firm and Big 8 accounting firm and settled out of court for 7 figures from each firm. The lawsuit resulted in two partners at each of the firms losing their jobs. Show less Prepared all federal and state tax returns. Developed policies and procedures manual for company operations. Served as Secretary to the Board; prepared all Board reports and minutes. Key Accomplishments Pioneered a method for optimizing swap rates, using a non-linear optimizer, resulting in increased fee income of up to 50 bps and savings of up to 20 bps in borrowing costs. Structured and priced over $1 billion single-investor, leveraged, QTE, and synthetic leases. Created… Show more Prepared all federal and state tax returns. Developed policies and procedures manual for company operations. Served as Secretary to the Board; prepared all Board reports and minutes. Key Accomplishments Pioneered a method for optimizing swap rates, using a non-linear optimizer, resulting in increased fee income of up to 50 bps and savings of up to 20 bps in borrowing costs. Structured and priced over $1 billion single-investor, leveraged, QTE, and synthetic leases. Created user-friendly templates that reduced turnaround time, saving up to 18 man-hours, while significantly improving accuracy. Sued major law firm and Big 8 accounting firm and settled out of court for 7 figures from each firm. The lawsuit resulted in two partners at each of the firms losing their jobs. Show less



Fox-Pitt, Kelton

• Investment Banking
• 1 - 100 Employee

• Group Accountant

  • 1986 - 1990

  An international broker-dealer. Worked in New York, London and Zurich with responsibility for preparing financial statements for Initial Public Offering, establishing and directing the financial functions of the Zurich office, handling all administrative work for non-US and non-UK companies, preparing foreign currency translation (SFAS 52) for equity and debt investments, and preparing US and international tax returns. An international broker-dealer. Worked in New York, London and Zurich with responsibility for preparing financial statements for Initial Public Offering, establishing and directing the financial functions of the Zurich office, handling all administrative work for non-US and non-UK companies, preparing foreign currency translation (SFAS 52) for equity and debt investments, and preparing US and international tax returns.



KPMG US

• United States
• Financial Services
• 700 & Above Employee

• Auditor

  • 1984 - 1986