Experience

McDugald Steele Landscape Architects & Contractors

• United States
• Architecture and Planning
• 1 - 100 Employee

• Controller

  • Nov 2016 - Present



Primesys

• Software Development
• 1 - 100 Employee

• Controller and Director HR/Contracts

  • Aug 2008 - Oct 2015

  Responsible for maintaining the financial and accounting day-to-day functions of a highly specialized electronic Payment solutions consultant with over one hundred Fortune 500 customers. Managed the closing process of general ledger and bank account reconciliations. Prepared quarterly and annual financial statements – income, balance sheet and cash flow statements. Developed and maintained weekly, quarterly and annual Key Performance Indicators (KPIs) to monitor financial… Show more Responsible for maintaining the financial and accounting day-to-day functions of a highly specialized electronic Payment solutions consultant with over one hundred Fortune 500 customers. Managed the closing process of general ledger and bank account reconciliations. Prepared quarterly and annual financial statements – income, balance sheet and cash flow statements. Developed and maintained weekly, quarterly and annual Key Performance Indicators (KPIs) to monitor financial and business operations. Managed all bank accounts – daily deposits, transfers, ACHs, wires. Managed Accounts Receivable; administering all customer collections and vendor relations; maintained POs and billing contacts for all active projects; aggressively maintained over 60 days AR at below 3%. Managed Accounts Payable; setting proper internal controls; approved and paid expenses via check/ACH. Administered payroll process through Paychex; making changes, updates and verifying data was correct. Managed/Audited Monthly Referral Fee process with partners; issuing payments for referral business. Developed and maintained financial planning and forecasting processes. Responsible for Human Resources (Benefits and 401k) and Contract Management (using QuickBase). Reported directly to President and managed 2 direct reports – Accounting Clerk and Operations Analyst Show less Responsible for maintaining the financial and accounting day-to-day functions of a highly specialized electronic Payment solutions consultant with over one hundred Fortune 500 customers. Managed the closing process of general ledger and bank account reconciliations. Prepared quarterly and annual financial statements – income, balance sheet and cash flow statements. Developed and maintained weekly, quarterly and annual Key Performance Indicators (KPIs) to monitor financial… Show more Responsible for maintaining the financial and accounting day-to-day functions of a highly specialized electronic Payment solutions consultant with over one hundred Fortune 500 customers. Managed the closing process of general ledger and bank account reconciliations. Prepared quarterly and annual financial statements – income, balance sheet and cash flow statements. Developed and maintained weekly, quarterly and annual Key Performance Indicators (KPIs) to monitor financial and business operations. Managed all bank accounts – daily deposits, transfers, ACHs, wires. Managed Accounts Receivable; administering all customer collections and vendor relations; maintained POs and billing contacts for all active projects; aggressively maintained over 60 days AR at below 3%. Managed Accounts Payable; setting proper internal controls; approved and paid expenses via check/ACH. Administered payroll process through Paychex; making changes, updates and verifying data was correct. Managed/Audited Monthly Referral Fee process with partners; issuing payments for referral business. Developed and maintained financial planning and forecasting processes. Responsible for Human Resources (Benefits and 401k) and Contract Management (using QuickBase). Reported directly to President and managed 2 direct reports – Accounting Clerk and Operations Analyst Show less



Osmin Management LLC - Private Investors

• Houston, TX

• Equities Trader/Analyst

  • 2006 - 2008

  Set up the equities trading operations for Osmin Management LLC accounts. Electronically executed and monitored all equity transactions Assisted developer in analyzing the trading algorithms and backtesting results Set up the equities trading operations for Osmin Management LLC accounts. Electronically executed and monitored all equity transactions Assisted developer in analyzing the trading algorithms and backtesting results



Austin Atlantic Management, LP – Long/Short Hedge Fund

• Austin, TX

• Equities Trader/Analyst

  • 2004 - 2006

  Electronically executed all securities transactions – equities, futures, options – in the Austin Atlantic fund. Monitored specific fundamental and market events affecting portfolio. Provided technical/quantitative analysis for portfolio managers. Responsible for risk management and back office support. Electronically executed all securities transactions – equities, futures, options – in the Austin Atlantic fund. Monitored specific fundamental and market events affecting portfolio. Provided technical/quantitative analysis for portfolio managers. Responsible for risk management and back office support.



ProTrader Securities/Zone Equity Partners - Proprietary Trading

• Austin,TX

• Equities Trader/Analyst

  • 1997 - 2003

  Analyzed, designed and electronically executed proprietary short term trading strategies for the proprietary accounts of ProTrader Securities (acquired by Instinet, October 2001). Researched and monitored financial markets to identify trading opportunities. Analyzed, designed and electronically executed proprietary short term trading strategies for the proprietary accounts of ProTrader Securities (acquired by Instinet, October 2001). Researched and monitored financial markets to identify trading opportunities.



Mercury Securities International LLC – Broker Dealer

• Houston, TX

• Research Analyst

  • 1995 - 1997

  Provided equity and market research of emerging markets to institutional investors. Organized and distributed monthly research newsletter. Monitored economic and political events in emerging markets. Provided equity and market research of emerging markets to institutional investors. Organized and distributed monthly research newsletter. Monitored economic and political events in emerging markets.



Culmen Group LP - Private Investors

• Ft. Worth, TX

• Jr. Trader/Analyst

  • 1994 - 1995

  Executed energy - crude oil and natural gas - futures and equity transactions. Monitored energy and financial markets daily. Provided research and analysis of investment opportunities. Executed energy - crude oil and natural gas - futures and equity transactions. Monitored energy and financial markets daily. Provided research and analysis of investment opportunities.



Apex Securities Inc. - Investment Bank

• Houston, TX

• Jr. Trader/Analyst

  • 1993 - 1994

  Involved in the sale and distribution of tax-exempt securities to institutional investors. Assisted in organizing and completing RFPs for municipal bond offering opportunities. Provided back office support to the sales and trading desk. Involved in the sale and distribution of tax-exempt securities to institutional investors. Assisted in organizing and completing RFPs for municipal bond offering opportunities. Provided back office support to the sales and trading desk.