Bio
Experience
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Achieve Capital LLC
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Tulsa, Oklahoma, United States
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Corporate Controller and CFO of Investments
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Nov 2022 - Present
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Tulsa, Oklahoma, United States
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United States
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Industrial Machinery Manufacturing
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700 & Above Employee
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Controller
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Oct 2019 - Nov 2022
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Sr. Finance Manager
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Jul 2019 - Sep 2019
Harsco Industrial Air-X-Changers was sold to Chart Industries, July 2019. Upon the acquisition, I was asked to stay on as the Sr. Finance Manager based on my performance under Harsco.
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United States
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Business Supplies & Equipment
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1 - 100 Employee
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Sr. Finance Manager
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Oct 2016 - Jul 2019
Harsco Industrial Air-X-Changers / Hammco —a $250M business unit of Harsco Corporation—has been providing engineered to order products to customers in the natural gas industry ~65 years. Some accomplishments in this role:>> Served on a select team managing target reviews and related activities with bankers on the sell-side and buy-side during acquisition and divestiture activities.>> Part of senior leadership team managing revenue growth of +50% and OI of +40% and headcount growth of 20%.>>Implementation of new Revenue Recognition standard and Lease Accounting standard.
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Finance Manager
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May 2011 - Sep 2016
>> Assisted with the acquisition and integration of a $30M company. Primarily responsible for integration of the general ledger, accounts payable, and accounts receivable.>> Tracked cost and savings of consolidating and moving 5 facilities into one single site.
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Finance Supervisor
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Jan 2008 - Apr 2011
>>Supervise and manage Accounts Payable, Accounts Receivable, and Sr. Accountant.>>Focus on clean audits, improving cash conversion cycle and timely/accurate reporting.
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General Ledger Accountant
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May 2005 - Dec 2007
>>Responsible for all month end closing activities and monthly, quarterly and annual reporting.>>Account reconciliations and journal entries.
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United States
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Construction
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1 - 100 Employee
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Corporate Controller
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Jan 2003 - Apr 2005
Manage accounting department for heavy equipment dealer with six locations in Oklahoma, Texas and New Mexico. Midwesco has annual sales of $30M and ~90 employees
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Assistant Controller
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2000 - 2003
Monthly financial statement analysis, monthly, quarterly and annual reports.
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General Ledger Accountant
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1999 - 2000
Month end activities including journal entries and account reconciliations as well as monthly reporting.
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Accounts Payable Clerk
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1998 - 1999
Three way match of invoices, input invoices and weekly check run.
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Education
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1995 - 1998Southwestern Oklahoma State University
Bachelor's degree, Accounting
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Industry Focus. “Financial Services”
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