Experience

• 

  San Antonio Academy of Texas

  • San Antonio, Texas, United States

  • Chief Financial Officer

    • Jan 2021 - Present
    • San Antonio, Texas, United States

• 

  Vaco

  • San Antonio, Texas, United States

  • Technical Accounting Consultant

    • Aug 2016 - Jan 2021
    • San Antonio, Texas, United States

• 

  PETCO Animal Supplies, Inc.

  • United States
  • Retail
  • 700 & Above Employee

  • Vice President, Accounting

    • Apr 2013 - Apr 2016

  • Director General Accounting and Financial Assurance

    • Jan 2010 - Apr 2013

    Director in charge of monthly financial close, SOX, financial reporting, general accounting, fixed assets, lease accounting, sales audit and Treasury.

• 

  WENDY'S INTERNATIONAL, INC

  • Vice President of Internal Audit

    • Jul 2007 - Mar 2009

    Department head responsible for all functions of the internal audit department including managing annual testing of internal controls over financial reporting. Led recruiting and development of a high quality staff of 12 internal and co-sourced professionals. Developed and executed a risk-based audit plan and supported all meetings of the Audit Committee of the Board of Directors. Led re-establishment of internal audit functionReduced department costs by 38% ($500,000) by migrating Sarbanes-Oxley 404 audit testing from a 100% out-sourced function to a primarily internally staffed function.Designed and executed a well focused, value added audit plan aligned with the needs of the organization and in compliance with Institute of Internal Auditors standards.Ensured risk mitigation through the monitoring of management responses to audit findings. Recruited high caliber team of audit professionals in a difficult hiring environment.Developed and executed a risk-based audit plan that targeted the following operational areas:Franchisees - recovered over $200,000 in franchise revenueSupplier contracts - ensured contract compliance and identified savings opportunitiesUtility expenses - reviewed gas and electric charges identifying $250,000 in savings opportunitiesDelegation of authority -led a comprehensive review identifying approximately 40 areas needing update and tightened controls Advertising agency - reviewed expenses and assessed media effectivenessInformation technology - reviewed business continuity and disaster recovery plans; conducted risk assessmentHong Kong/Asia Pacific franchise development office - prepared financial statements and assisted statutory audit

• 

  Tween Brands (Limited Too)

  • Director of Internal Audit

    • Jan 1994 - Jul 2007

    Director of Internal Audit (2004 - 2007)First department head of new, internal audit function responsible for all aspects of operations including recruiting, staff development, development of audit plan, Sarbanes-Oxley 404 testing and attending all meetings of the Audit Committee of the Board of Directors. Successfully migrated Sarbanes-Oxley 404 audit testing from KPMG to in-house staff, reducing costs by $150,000

  • Senior Manager Financial Reporting

    • Jan 2001 - Jan 2004

    Department head responsible for monthly close process; general ledger maintenance; all external financial reporting; weekly financial projections; annual audit and other regulatory compliance.Achieved annual tax savings in excess of $1.5 million, leading initiative to organize financial structure into multiple companies.Financial leader on due diligence team, preparing proforma financial models and completing due diligence on several potential acquisitions.Managed financial relationship with Australian partner, Angus & Coote, in support of Goldmark joint venture.Led department in internal control documentation to meet section 404 requirements under Sarbanes-Oxley.Managed SEC filing for follow-on stock offering, Spring 2002, raising $85 million.Led accounting support for $10 million dollar annual revenue catalog and web businesses, including preferred partner program with third party vendors.

• 

  Limited Too

  • Retail
  • 1 - 100 Employee

  • Manager of Store Control

    • Jan 1998 - Jan 2001

    Responsible for managing store expenses and identifying expense reduction opportunities at 400+ retail locations; prepared biannual store expense budgets.

  • Store Control Analyst/Senior Analyst Real Estate

    • Jan 1994 - Jan 1998

    Responsible for developing highly successful new store opening and remodel strategy targeting 100 key malls out of universe of 1,000 locations.

• 

  Hook-SuperX, Inc.

  • Manager of Budgets and Financial Analysis

    • 1988 - 1994

• 

  Coopers & Lybrand

  • Staff Accountant

    • 1985 - 1987