Bio
Credentials
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Certified Public Accountant
Texas State Board of Public AccountancyJul, 1979- Apr, 2026
Experience
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Retired and enjoying Life.
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Garland, TX
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Retired
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Mar 2009 - Present
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Garland, TX
Enjoy life
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Site Controller SDE Division
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Sep 2007 - Mar 2009
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Financial Executive
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Nov 2005 - Feb 2007
Advanced education and experienced in Crystal Reports allowed me to identify and correct inventory valuation problems for a New Zealand manufacturing Baggage Handling Systems. Strengthened internal control procedures in the areas of receiving and A/P. Prepared flowcharts in Visio to document work flows and procedures. Prepared the closing month-end journal entries for a manufacturing plant with 4 other plants located in 3 states. Provided support to a major Health Claim processing corporation in Fort Worth, reviewing their Sarbanes Oxley flowcharting for documentation of their processes. Part of a team to close corporate office of major manufacturing company in Dallas and move functions to South Carolina.
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Sr Finance & Administration Mgr
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Jan 2004 - Sep 2005
Senior Finance and Administration Manager. (Acting CFO) Centralized the accounting system of the organization, moving the accounting from a basic bookkeeping software to a totally integrated Non-Profit Fund Accounting System Dramatically reduced Year-End Audit fees by closing 43 Bank Accounts. Centralized cash management provided increased Interest Income and reduced work load. Consolidated bank accounts to only 3.Studied and implemented Sarbanes Oxley portions in Internal Control for the Non-Profit Industry, also implemented required GAAP pronouncements for Non-Profit Organizations. Implemented changes to increase revenues and reduce office operating expenses. Increased Interest income more than $100,000 by centralizing cash management. Conducted training Web/Voice conferences with the 5 National Regions and the 29 Chapters.
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CFO
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2004 - 2005
Centralized all cash expenditures from all 29 chapters to the National Headquarters in Irving.Implemented a full Non-Profit Accounting software.Closed 43 checking bank accounts.
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Controller
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Nov 1985 - Oct 2002
Seventeen years in Manufacturing. Implemented several MRP/ERP manufacturing software Packages. Fully integrated Accounting functions with manufacturing activities at the plant. Extensive use of Crystal Report, Access, Excel and many other software tools.
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Education
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1966 - 1968San Jose State University
Bachelor of Science (B.S.), Accounting -
1960 - 1962University of Miami
Bachelor of Business Administration (B.B.A.), Accounting
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