Experience

Westwood College - Denver North

• Divisional CFO



W.J. Bradley Company Merchant Partners, LLC

• Vice President – Finance, Mortgage Banking Division

  • Jan 2006 - Feb 2007

  Second of two positions held - Worked with other executives to develop a national banking facility to offer subsidiaries. Banking operations included fulfillment center, warehouse lending functions, post closing and loan accounting. Responsible for all warehouse lending activity for national, consolidated warehouse and purchase lines, as well as loan accounting. Interacted with subsidiary funders, post closers and shippers to ensure compliance with warehouse lender’s requirements and to ensure efficient and timely collateral delivery and investor purchase. Collaborated with Secondary Marketing, Risk Management and Production to maximize corporate profitability by reducing delivery penalties and minimizing warehouse lending costs by moving collateral to purchase line and by selling loans quickly. Funded over $53M in banked volume in 4th full month in operation. Assisted in developing fulfillment procedures and worked with subsidiaries to transition from broker to banker. Show less

• Chief Financial Officer

  • Jan 2006 - Feb 2007

  First of two positions held - Hired as Chief Financial Officer to develop national administrative services function and to enhance finance and accounting processes. Reported directly to CEO. Oversaw all corporate accounting and accounting for 4 subsidiaries, as well as Payroll and Human Resources. Reduced closing time from over 45 days to 5 days in less than 2 months. Established monthly variance reporting process and assisted Managing Director of Financial Reporting in creating monthly management financial packages. Established consistent accounting practices, especially in loan accounting to ensure compliance with GAAP. Oversaw the 2005 audit for 4 companies, including two that had never been audited. Prepared all consolidation and purchase accounting entries for consolidated entity. Worked directly with outside audit Partner and Senior Manager. Oversaw the implementation of new benefits plans for 3 entities and the development of a consistent Employee Handbook. Managed a corporate accounting staff of 9 as well as 2 subsidiary controllers, a Payroll Manager and a Human Resource Manager. Was asked to move to Mortgage Banking Division to manage the implementation of national warehouse lending activities and report directly to President of Mortgage Banking. Show less



HomeAmerican Mortgage

• Vice President - Finance and Chief Financial Officer

  • Apr 2003 - Apr 2005

  Responsible for management of all corporate finance functions, including funding loans, mortgage bank accounting, general accounting, month end close process, financial statement preparation, monthly Board of Directors financial reporting, internal and external audits, and various corporate and regulatory reporting requirements. Managed staff of up to 18, including managers (officer level), supervisors, subordinate staff and temporary labor – hired, trained, set priorities, and evaluated performance at all levels. Coordinated the development of policies and procedures in accordance with GAAP, Sarbanes/Oxley and corporate requirements. Facilitated the preparation of audited financial statements, including supplemental schedules, and footnotes. Attended and presented at all monthly Board of Directors and Senior Management Divisional Review meetings. Senior Finance Member of Executive Management Team, assembled to oversee and support the entire operational function of the organization, including during a 9-month period in which company was without a President. Team worked in a collaborative, consensus-based manner to ensure stability and confidence, while enhancing efficiencies and customer service to our Richmond American Homes divisions around the nation. Show less