Experience

HomeTrust Mortgage

• Financial Services
• 100 - 200 Employee

• CFO, Board Member, Committee Member

  • Dec 2016 - Present

  • Board member charged with presenting monthly financial statements, budget, KPI’s and discuss variance analysis for strategic planning to the Board of Directors. • Reduced warehouse rates 85 basis points or 36%, reduced monthly close by five days or 38%, right sized Accounting department by 33% and reduced overall expenses by $1M in first year. • Led Hometrust to a record year in 2020 with over $1B in volume and record profits. • Strategize with Production and Secondary Marketing to review risk, break-even analysis and direct activities for budgeting and forecasting. • Responsible for Treasury management, bank covenant compliance, contract and lease review, and annual audit and tax returns. • Key member of the 401K, investment and Health insurance committees. Show less



Tiffany's Hair Salon

• Houston, Texas, United States

• Owner

  • Dec 2015 - Dec 2016

  • Built hair salon for my wife from a shell including managing contractors, advertising, suppliers and hiring stylists. • Built hair salon for my wife from a shell including managing contractors, advertising, suppliers and hiring stylists.



Beazer Homes

• United States
• Real Estate
• 700 & Above Employee

• Financial Planning and Analysis Manager

  • May 2015 - Dec 2015

  • Direct the monthly close process for all land acquisition and development. Prepare and present monthly a 2-year forecast. Analyze all land purchases, sales and development. Strategize with management regarding current backlog and spec homes including weekly community backlog meetings. • Manage a monthly 3-day close and obtain corporate approval on finished lot purchases. • Directed efforts of the division to surpass their annual plan for FY15 by obtaining approval for two land sales before fiscal year end to make EBIT for the division. Show less



Quest Trust Company

• United States
• Investment Management
• 1 - 100 Employee

• Controller

  • Jul 2014 - Feb 2015

  • Present to the owners monthly financial statements, budget, KPI’s and discuss variance analysis for strategic planning • Responsible for managing a staff of 23, including accounting, auditing, transactions and administrator staff. • Direct forensic accounting of client accounts, resulting in a reconciliation of $170,000. • Implemented their first budget and wrote policies and procedures increasing productivity 17%. • Implemented a monthly close process to improve the monthly close from 30 days to 7 days resulting in a 77% improvement. Show less



Harris County Auditors Office

• Houston

• Financial Accounting Manager II

  • Oct 2009 - Jun 2014

  • Manage the preparation of Financial Statement information related to the $1.3B General Fund budget. Monitored all department budgets, reconciled and analyzed financial information, and part of the financial management team at the County. • Managed the Capital Asset sub-ledger consisting of $14B in Capital Assets. Reconciled sub-ledger, general ledger, analyzed variances, and attended County management team meetings and commissioners court. • Directed the redevelopment of department after 5 employees left in the last month of the fiscal year. Completed annual financial statements and audit timely and accurately with no audit comments. • Updated policies and procedures, increasing efficiency and productivity 24% and right sized the staff 17% while eliminating 40 hours per month of redundant tasks saving Harris County $175,000. • Key team member for the Capital Asset sub-ledger upgrade implementation. Directed testing for all County transactions and improved processes, completed project 10 months ahead of schedule, which led to an entire software implementation for Harris County rolled out in 2020. Show less



National Trench Safety LLC

• Houston, Texas Area

• Assistant Corporate Controller

  • Nov 2008 - Sep 2009

  • Directed preparation of financial statements and monthly close. Reconciled inventory and payroll, and managed A/R, A/P and Collections. Collaborated in the efforts of raising $40m in capital. • Reduced A/R 21% from $6m to $4.7m, shipping expenses 15% by reviewing and consolidating vendors saving the company $150,000. • Changed process for transfers of inventory between warehouses by increasing inventory 3%, resulting in increased rental revenue of $300,000 or 5%. • Directed preparation of financial statements and monthly close. Reconciled inventory and payroll, and managed A/R, A/P and Collections. Collaborated in the efforts of raising $40m in capital. • Reduced A/R 21% from $6m to $4.7m, shipping expenses 15% by reviewing and consolidating vendors saving the company $150,000. • Changed process for transfers of inventory between warehouses by increasing inventory 3%, resulting in increased rental revenue of $300,000 or 5%.



International Logging Inc

• Houston, Texas Area

• Assistant Corporate Controller

  • Jul 2008 - Nov 2008

  • Led team in preparation of consolidated corporate financial statements from seven International regions, reconciled and analyzed financial information including inter-company transfers. • Wrote policies and procedures increasing efficiency of inter-company transfers 17.5%. Reduced inter-company reconciling balances more than 20% by reconciling the accounts, resulting in $1.2m true up of the balance sheet. • Directed monthly close process from 30 to 8 days, a 73% improvement. • Led team in preparation of consolidated corporate financial statements from seven International regions, reconciled and analyzed financial information including inter-company transfers. • Wrote policies and procedures increasing efficiency of inter-company transfers 17.5%. Reduced inter-company reconciling balances more than 20% by reconciling the accounts, resulting in $1.2m true up of the balance sheet. • Directed monthly close process from 30 to 8 days, a 73% improvement.



RH of Texas (The Ryland Group, Inc.)

• Houston, Texas Area

• Assistant Division Controller

  • Oct 2004 - Jul 2008

  • Oversee the annual business plan and five proformas throughout the year, prepared monthly financial statements, reconciled, and analyzed accounts. Manage budgets and expenses for land development projects and annual internal and Sarbanes Oxley audits. • Directed a $50M master plan community development project, resulting in a 12% increase in annual sales. • Reduced utility costs 20% after review and improvement of A/P processes, right sized the accounting department, pursued and collected “Unclaimed Property” from the State resulting in $500,000 for the division. • Performed internal audits of all division, Mortgage Company, corporate officers, and treasury departments consisting of reviewing and analyzing financial information, purchasing processes and preparing reports, resulting in a $50,000 increase in division profits. • Assisted with the implementation of Sarbanes Oxley internal audit procedures. Show less



Move, Inc

• United States
• Real Estate
• 300 - 400 Employee

• Senior Accountant

  • Aug 2003 - Jul 2004

  • Manage four business units, including bank reconciliations, A/R, A/P, financial analysis, budgeting, and forecasting. • Shortened monthly financial statement close process by 20% from 10 to 8 days and reduced A/R 10% resulting in $75,000 in savings. • Manage four business units, including bank reconciliations, A/R, A/P, financial analysis, budgeting, and forecasting. • Shortened monthly financial statement close process by 20% from 10 to 8 days and reduced A/R 10% resulting in $75,000 in savings.



Jewish Federation Council of Greater

• Greater Los Angeles Area

• Accounting Manager

  • Feb 2002 - Jul 2003

  • Oversee the annual financial statement audit and managed the G/L, Donor Donations and Payroll / Benefits for the Jewish Federation and 10 affiliate agencies. • Reduced annual financial statement audit comments from 25 to 3 in first year, resulting in an 88% increase in efficiency and $15,000 savings. • Oversee the annual financial statement audit and managed the G/L, Donor Donations and Payroll / Benefits for the Jewish Federation and 10 affiliate agencies. • Reduced annual financial statement audit comments from 25 to 3 in first year, resulting in an 88% increase in efficiency and $15,000 savings.



Thornton, LLP

• Greater Los Angeles Area

• Staff Accountant (Associate)

  • Jan 2000 - Jan 2002

  • Performed audits, reviews, and research including planning of the audit and financial statement preparation. • Direct the activities of audits starting only 10 months after hire date. • Managed more than 20 audits including seven during one busy season. • Performed audits, reviews, and research including planning of the audit and financial statement preparation. • Direct the activities of audits starting only 10 months after hire date. • Managed more than 20 audits including seven during one busy season.