Experience

Palomar Modular Buildings

• United States
• Construction
• 1 - 100 Employee

• CFO - Chief Financial Officer

  • Jan 2021 - Present

  Palomar designs and manufactures advanced modular buildings for a range of industries, both public and private, selling direct to its customers.

• Controller

  • Jun 2018 - Jan 2021

  • Direct monthly close process, prepare financial statements, and construction percent of completion job cost accounting.• Oversee financial activities utilizing QuickBooks Enterprise, including GL, AP, AR, Payroll and Job Costing modules, and establishment and maintenance of accounting processes, procedures and controls.• Provide weekly status reporting & daily updates of cash forecast to management.• Assist with annual budgeting and forecasting, and ongoing analysis of project profitability.



Fort Worth Chorale

• Finance Director, Treasurer, Board of Directors

  • Apr 2017 - Present

  Non-profit organization founded in 1962 under the name Schola Cantorum of Texas, Fort Worth Chorale is one of Texas' foremost civic choruses and is recognized as Fort Worth's premier choral ensemble featuring 50+ singers.• Direct all finance, treasury, cash management, and accounting functions.• Complete annual planning and quarterly forecasts, including variance analysis.• Transitioned the Chorale to QuickBooks Online Plus to allow for a virtual office environment. Non-profit organization founded in 1962 under the name Schola Cantorum of Texas, Fort Worth Chorale is one of Texas' foremost civic choruses and is recognized as Fort Worth's premier choral ensemble featuring 50+ singers.• Direct all finance, treasury, cash management, and accounting functions.• Complete annual planning and quarterly forecasts, including variance analysis.• Transitioned the Chorale to QuickBooks Online Plus to allow for a virtual office environment.



Robert Half Management Resources

• United States
• Staffing and Recruiting
• 300 - 400 Employee

• Finance and Accounting Consultant

  • Mar 2018 - Jun 2018

  Merger and acquisition due diligence support for client company. Merger and acquisition due diligence support for client company.



Pier 1 Imports

• United States
• Furniture and Home Furnishings Manufacturing

• Sr Manager of Revenue Accounting

  • Jun 2017 - Jan 2018

  $1.8 billion leading omni-channel specialty retailer of unique, decorative home furnishings and gifts directly imported from many countries around the world.• Managed complete cycle of revenue collection and reporting, including sales and cash audit functional areas, and accounting and forecasting of sales return and gift card breakage reserves, loyalty rewards program, and quarterly sold not delivered adjustment.• Prepared comparable store sales calculations, including in-store and out-of-store E-commerce activities, and disclosures and analysis for internal and external reporting.• Completed the analysis and documentation for all revenue streams, including writing technical accounting memos for the implementation of ASC 606 regarding revenue recognition.• Served as the liaison for all POS initiatives including defining system requirements and testing.



JLL

• United States
• Real Estate
• 700 & Above Employee

• Sr Finance Manager

  • Sep 2016 - Feb 2017

  Jones Lang LaSalle Inc. (NYSE:JLL), delivers real estate services globally, including leasing, capital markets and hotels, property and facility management, project and development services, and advisory, consulting and other services. Jones Lang LaSalle Inc. (NYSE:JLL), delivers real estate services globally, including leasing, capital markets and hotels, property and facility management, project and development services, and advisory, consulting and other services.



BNSF Railway

• United States
• Freight and Package Transportation
• 700 & Above Employee

• Sr Finance Manager

  • Aug 2011 - Feb 2017

  Work as contractor for JLL (predecessor companies were CBRE and JCI) to provide facility and project management services for BNSF through on-site operations staff to reduce costs and improve the performance of their facility portfolios. • Direct financial accounting, internal and external reporting, and provide variance analysis of facilities management activities for the BNSF Railway customer.• Provide decision support and recommendations to the JLL account director.• Coordinate the completion of annual budgets and monthly forecasts for both BNSF and JLL entities, reviewing for accuracy and completeness prior to submission to corporate and the client.• Manage and mentor finance staff in functional areas of general ledger, data analysis, A/P, A/R and payroll.• Lead the development of enhanced client financial reporting. • Provide analytical support and evaluation for pricing and profitability analysis on contract with BNSF.



CBRE

• Italy
• Real Estate

• Sr Finance Manager

  • Sep 2015 - Aug 2016

  CBRE Group, Inc. which acquired the Global Workplace Solutions business of Johnson Controls, provides facilities management services globally, including leasing and sales transactions, facilities management, project management and construction services, technical engineering and consulting—across a wide range of industries. CBRE Group, Inc. which acquired the Global Workplace Solutions business of Johnson Controls, provides facilities management services globally, including leasing and sales transactions, facilities management, project management and construction services, technical engineering and consulting—across a wide range of industries.



Johnson Controls

• Ireland
• Industrial Machinery Manufacturing
• 700 & Above Employee

• Sr. Finance Manager

  • Aug 2011 - Aug 2015

  Johnson Controls' Global Workplace Solutions (GWS) division provides on-site operations staff and real estate and energy consulting services to multi-national companies for their facility portfolios. • Led the development of an enhanced client financial reporting data warehouse solution utilizing Cognos reporting. Johnson Controls' Global Workplace Solutions (GWS) division provides on-site operations staff and real estate and energy consulting services to multi-national companies for their facility portfolios. • Led the development of an enhanced client financial reporting data warehouse solution utilizing Cognos reporting.



Tandy Brands Accessories

• United States
• Apparel & Fashion
• 1 - 100 Employee

• Assistant Controller

  • Aug 2010 - Jun 2011

  $140 million leading designer and marketer of branded men’s, women’s and children’s apparel accessories, primarily belts, gifts and small leather goods, through all major retail distribution channels.• Directed inventory, payroll, insurance and benefits accounting functions, including preparation of Board Compensation Committee reporting and the annual Form 11-K SEC filing.• Planning and forecasting duties comprising sales, gross margins, payroll, benefits and taxes.• Managed tax accounting, including income tax provisions, deferred taxes and coordination of tax return preparation and quarterly SEC tax disclosures.• Prepared and organized monthly operating review reporting to management, including variance analyses and charts.• Reviewer of SEC financial reporting documents, earnings releases, and conference call scripts.• Analyzed accounting policies, processes and controls, write technical memorandums, and coordinate external audits.



Comark Building Systems

• Construction
• 1 - 100 Employee

• Assistant Controller

  • Sep 2009 - Jul 2010

  $100 million firm engaged in design, engineering, project management and direct manufacturing of custom modular and portable buildings.• Managed monthly close process improvement, external audits, and construction percent of completion job cost accounting.• Supported Timberline systems conversion project, including GL, AP, PO, Job Costing and Payroll modules, and establishment and maintenance of accounting processes, procedures and controls.• Periodic financial reporting to management, including analysis of large project profitability.• Assist with annual budgeting and forecasting.



Performing Brands, Inc.

• Controller

  • Aug 2007 - Dec 2008

  $20 million beverage manufacturer that developed, produced, marketed, and distributed Boo Koo and Gazzu brand energy drinks.• Directly oversaw SEC financial reporting process for the company since going public in August 2007, with disclosure and discussion of financial results according to SEC guidelines. • Managed the preparation of financial reporting with analysis of monthly operational results against budget. Assisted the CFO in maintaining annual operating and cash flow budgets.• Managed the inventory cost accounting system and the A/P and A/R functions, including the collection of delinquent accounts and review of credit limits. • Coordinated external audits. • Streamlined the monthly internal management reporting and financial statement preparation allowing for more timely and accurate presentation and analysis.



Michaels Stores Inc

• United States
• Manufacturing
• 1 - 100 Employee

• Director Accounting

  • 1997 - May 2007

  $3.8 billion specialty retailer operating over 1,100 Michaels, Aaron Brothers, Recollections and Star Wholesale stores, as well as distribution and manufacturing operations.• Primary responsibilities for all accounting, internal and external reporting, disclosure requirements, and coordinated interim and year-end audits. Managed three direct report managers with responsibilities for sales audit, fixed assets, property and lease accounting, and payroll and general accounting reconciliations. • Coordinated the preparation of accounting and financial information for external SEC reporting, including annual 10-K and 11-K reports, proxy statements, and an exchange offer of $200 million Senior Notes. • Directed the selection and implementation of ERP financial applications, including the GL, AP and FA modules of Oracle 11i in 2005 and PeopleSoft in 1998; and the initial e-commerce system for Michaels’ internet site. • Provided the financial reporting and variance analysis of operating results to business partners employing Essbase in an accurate and timely manner. • Assisted in the due diligence process for the 2006 Michaels’ merger accounted for as a leveraged recapitalization.• Improved the monthly close process to report flash results in three days, increasing accounting efficiencies by analyzing journal entry dependencies and introducing systems and interfaces that eliminated manually performed tasks.



Aaron Brothers, Inc

• Retail
• 100 - 200 Employee

• Controller

  • 1996 - 1997

  $70 million Michaels’ subsidiary with over 130 Aaron Brothers stores in five states.• Directed inventory, sales audit, A/P, A/R, financial statement preparation, variance analysis and budgeting/forecasting.• Learned the subsidiary’s systems (Island Pacific) and procedures, working to develop staff and more closely aligning the financial reporting with Michaels’ systems. $70 million Michaels’ subsidiary with over 130 Aaron Brothers stores in five states.• Directed inventory, sales audit, A/P, A/R, financial statement preparation, variance analysis and budgeting/forecasting.• Learned the subsidiary’s systems (Island Pacific) and procedures, working to develop staff and more closely aligning the financial reporting with Michaels’ systems.



Michaels Stores, Inc

• United States
• Manufacturing
• 1 - 100 Employee

• Accounting Manager

  • 1985 - 1996

  • Managed all accounting, internal and external reporting, and coordinating interim and year-end audits. • Responsible for drafting, reviewing, and editing SEC filings, including registration statements for stock and debt offerings. • Managed the selection and implementation of financial applications, including the GL, AP and FA modules of Software 2000 (Infinium) in 1988.• Acquisition due diligence process for craft-store chains, manufacturing and franchise operations.• Implemented Trintech bank reconciliation software which allowed for high growth in stores with no additional headcount for reconciling cash and credit card deposits. • Trained staff to use standardized account reconciliations to facilitate the preparation of audit schedules, including an improved fixed asset accounting process.



Sears, Roebuck and Co.

• United States
• Retail

• Accounting Administrator

  • 1983 - 1985

  Managed an administrative accounting center with a staff of 35 employees; Prepared financial and operating reports for 430 catalog stores in a 5-state area with annual sales exceeding $325 million; Increased office productivity through development of mechanized worksheets on in-house software in an IBM 370 mainframe environment; Provided analysis of catalog unit achievement to overall profit plans and operating objectives. Managed an administrative accounting center with a staff of 35 employees; Prepared financial and operating reports for 430 catalog stores in a 5-state area with annual sales exceeding $325 million; Increased office productivity through development of mechanized worksheets on in-house software in an IBM 370 mainframe environment; Provided analysis of catalog unit achievement to overall profit plans and operating objectives.



Sears, Roebuck and Co

• United States
• Retail

• Controller/Inventory Control Manager

  • 1981 - 1983

  Managed a retail accounting center, reporting on retail stores and service centers with annual sales exceeding $70 million with a staff of 20 employees; Consolidated the service center accounting function into the retail service center; Directed internal audits of retail and service units.

• Controller Trainee Program

  • 1977 - 1981

  Controller trainee, Omaha, NE, 1977-78Traveling auditor, Dallas, TX, 1978Assistant Controller, Wichita, KS, 1978-79Store Controller, Bryan, TX, 1979-1981