Experience

Primerica Financial Services, Inc.

• United States
• Financial Services
• 100 - 200 Employee

• Independent Representative

  • 2016 - Present

  Seabrook, TX Primerica is a Main Street company for Main Street North America. Our mission is to help families earn more income and become properly protected, debt free and financially independent. The new Primerica has emerged as one of the most dynamic companies in business today. We are now the largest financial services marketing firm in North America with over 6 million clients in North America, Puerto Rico and Canada. We are an education based company; teaching basic financial principals… Show more Primerica is a Main Street company for Main Street North America. Our mission is to help families earn more income and become properly protected, debt free and financially independent. The new Primerica has emerged as one of the most dynamic companies in business today. We are now the largest financial services marketing firm in North America with over 6 million clients in North America, Puerto Rico and Canada. We are an education based company; teaching basic financial principals, helping families to become debt free, save for retirement and achieve other financial goals. As your financial partner we are dedicated to helping you identify short-term and long-term objectives, protect your assets and free up money on a monthly basis to help with the rising cost of living. * Assisted clients with their personal finance needs with investing, debt streamlining and insurance through their personalized Financial Needs Analysis * Inviting individuals who wish to assist clients with improving their personal finances Show less



Houston Food Bank

• United States
• Non-profit Organization Management
• 200 - 300 Employee

• Financial Controller

  • Jun 2019 - Dec 2021

  Houston, Texas, United States Managed tasks for a nonprofit food bank organization including preparation of month-end and year-end financial statements, and report development, as well as tasks associated with the organization’s year-end and program audits including coordination with auditors and departmental staff. Performed and managed tasks included in full accounting cycle. Systems include Microsoft Dynamics Navision inventory and financial systems, and Blackbaud donor management systems.



Galveston County Food Bank

• United States
• Non-profit Organization Management
• 1 - 100 Employee

• Finance Manager

  • Nov 2017 - May 2019

  Texas City, TX Managed tasks for a nonprofit food bank organization including preparation of month-end and year-end financial statements, and report development, as well as tasks associated with the organization’s year-end audit including coordination with auditors and staff. Performed and managed tasks included in full accounting cycle. Systems include Primarius inventory module, Quickbooks financial systems, and Blackbaud donor management systems.



Wedge Energy Holdings, LLC

• Accounting Manager

  • 2014 - 2016

  Houston, Texas Managed corporate controller tasks for a manufacturing company in the energy industry including preparation of month-end and quarter-end financial statements, tax provision, report development, as well as tasks associated with company’s year-end audit including coordination with auditors and staff. Implemented with project team Microsoft Dynamics Great Plains bank reconciliation modules and fixed asset modules. Transitioned sold company to new ownership.



Accounting Consulting Projects

• South Africa

• Accounting Consultant

  • 2000 - 2014

  Houston, Texas, Dallas, Texas, & Bossier City, LA • Ventech Engineering International - Completed tasks for an engineering firm in the oil & gas industry including preparation of month-end and quarter-end financial statements, report development in Sage Mass 500 and BizNet, as well as tasks associated with company’s year-end audit including coordination with auditors and staff, completion of audit schedules, questionnaires, reconciliations and supporting documentation. • University of Houston - Clear Lake - Prepared tasks for state… Show more • Ventech Engineering International - Completed tasks for an engineering firm in the oil & gas industry including preparation of month-end and quarter-end financial statements, report development in Sage Mass 500 and BizNet, as well as tasks associated with company’s year-end audit including coordination with auditors and staff, completion of audit schedules, questionnaires, reconciliations and supporting documentation. • University of Houston - Clear Lake - Prepared tasks for state university’s school of education including monthly reconciliations of budget spreadsheets to PeopleSoft accounting reports, budget journals, funding requests for employee positions and approval of documentation for expenditure requests. • Moody National Bank - Conducted internal audits for a regional bank in the areas of bank reconciliation, branch audits, and treasury management. • Stolt-Nielsen Transportation - Maintained and developed internal control documentation, performed walkthroughs of internal controls to determine effectiveness, and maintained Access database for controls and issue resolution as part of a Sarbanes Oxley internal controls review project for a chemical and liquid shipping and transportation company. Assisted in data load and implementation of new web-based internal control/risk management software named COGS (Control Oriented Governance Structure) for the chemical and liquid shipping and transportation company. • City of Bossier City, LA - Filled the Assistant Controller position for a city government with responsibilities for general ledger accounting and reporting, daily deposits of revenue, and approval of check requests • KPMG - Planned and conducted audits as Senior Auditor for Big 4 public accounting firm including the supervision of employees and report preparation for clients in the real estate industry. Industry experience with KPMG consists of manufacturing, retail, banking, governmental, colleges and universities, and nonprofit. Show less



Dal-Tile

• United States
• Wholesale Building Materials
• 1 - 100 Employee

• Project Manager

  • 1998 - 2000

  Dallas, TX Performed project management taks and functional systems analysis in the IT department for ceramic tile manufacturer with approximately 15 factors in US and Mexico and 230 retail stores for Oracle financial acocunting modules Release 10.7 (NCA) including General Ledger, Purchasing and Accounts Payables and other related system implementations.