Bio
Credentials
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Certified Public Accountant
-Nov, 1990- Apr, 2026
Experience
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TRC Companies, Inc.
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Tulsa, Oklahoma
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Business Unit Accounting Manager
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Dec 2007 - Present
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Tulsa, Oklahoma
formerly Willbros Engineers (US) LLC• Month-end close and reconciliation functions to include Government Accounting• Audit coordination and Liaison with internal and external auditors• Maintain Business Unit fixed asset records and annual audits• Provide data to Corporate for various tax typesAccounts Receivable Supervisor• Supervised Billing and Accounts Receivable for two years in addition to other functionsGeneral Ledger Accountant• Month-end close• Audit Coordination• Maintaining books for related company• Coordinated Fixed Asset Audits• Reason for leaving: position moved out of state
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Bridgelogix Corp., Tulsa, OK
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Tulsa, Oklahoma
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Controller and Administrative Manager
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2006 - 2007
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Tulsa, Oklahoma
• Human Resource functions, to include international personnel and H-1B technical staff• Month-end Close functions• Processed sales tax audits• Managed difficulties of an acquired company; AR collections, Closed out-of-state office and personnel issues• Reason for leaving: Laid off due to financial difficulties
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Community Action Project of Tulsa County, Tulsa, OK
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Tulsa, Oklahoma
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Accounting Manager
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2006 - 2006
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Tulsa, Oklahoma
• Managed Accounting functions to include Accounts Payable ,Accounts Receivable and Financial reporting for several related entities• Grant Reporting • Reason for leaving: Career opportunity
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IBM Consulting Services
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Tulsa
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Contractor – Cash Management
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2005 - 2006
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Tulsa
• Provide services for Third party client; travelled offsite to Client location• Trained on various functions and wrote the knowledge transfer documentation• Performed general accounting/reporting functions for Cash Management at IBM Shared Services Center• Reason for leaving: Functions transferred to India
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John Zink, LLC
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Tulsa, Oklahoma Area
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Supervisor, General Accounting
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2003 - 2005
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Tulsa, Oklahoma Area
• Managed Accounts Payable Staff• Overseer Accounts Receivable billings of customers• Month-end close, accruals, reconciliations including intercompany transactions• Responsible for Commissions payable processes for Company Reps• Management Reporting• Customer Service both within the company and outside vendors• Reason for leaving: Career opportunities
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Meadowbrook Rehabilitation Hospital
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Tulsa, Oklahoma Area
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Business Office Manager
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2001 - 2003
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Tulsa, Oklahoma Area
• Member of Management Team responsible for financial approval of admissions• Assisted with negotiations for managed care contracts• Established process for reconciliation of Medicare logs• Supervised Billing/Collections staff• Reporting of statistical data to state and local agencies and production of cost reports for Medicare• Assisted with Month-end close, Budget, and reconciliations• Reason for leaving: Change in Management, facility restructured, position eliminated
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Sapient Energy Corporation
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Tulsa, Oklahoma Area
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Corporate Accountant
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2000 - 2001
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Tulsa, Oklahoma Area
• Assistant to the Controller• Responsible for cash processes and Bank Liaison• Responsible for Joint Interest Billings for both Company and Outside operated• Processed variety of taxes and returns/assessments• Responsible for Financial statement account reconciliations • Reason for leaving: Company sold
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Decision Support/Financial Analyst
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1999 - 2000
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Tulsa
• This position developed for training and equipping for the Controller’s position• Responsible for maintaining the HMS Decision Support system• Developed cost information for different levels of reporting• Interpreted managed care contract information for use in contract modeling• Utilizing system reporting capabilities, assisted hospital management in the areas of strategic business analysis, contract management, utilization, and cost management• Assisted with financial month-end close, reconciliations, audits, tax work papers• Produced the Medicare Cost report • Reason for leaving: Position centralized at corporate office in Dallas
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Amoco Production Company
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Tulsa, Oklahoma Area
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Business Analyst-Tax Reporting
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1989 - 1998
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Tulsa, Oklahoma Area
Business Analyst – Tax Reporting 11/94-12/98• Responsible for Ad valorem tax reporting and data base maintenance• Coordinated tax information for customers within and outside the company• Responsible for Project Development of my functions for SAP Implementation • Reason for leaving: Career opportunitiesCredit and Administrative Analyst – Treasury Services 2/93-11/94• Performed financial evaluation and risk analysis• Specialized collection services and problem resolution• Provide litigation support and Negotiate workout plansBusiness Analyst-Offshore Business Unit Accounting 8/91-2/93• Recorded plant and product sales • Reconciled accounts and pipeline inventory differences, gas imbalances, and Federal Mineral Management Service allowances• Responded to audit requestsAssociate Accountant-Offshore Business Unit Accounting Expense 4/90-8/91• Established position to evaluate and disburse Joint Interest payments• Monitored payout of wells and balanced Investment Credit detail for offshore propertiesAssociate Accountant-Outside Operated Joint Interest 1/89-4/90• Analyzed and recorded operating expenses, drilling and investment for major operators
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MidAmerica Federal Savings & Loan Association
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Tulsa, Oklahoma Area
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Supervisor, Loan Servicing
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1976 - 1988
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Tulsa, Oklahoma Area
• Hired and trained department staff of eleven personnel handling $320 million portfolio of over 8,500 loans. Promoted to supervisory position in 1981• Financial and budget management reporting• Directed Loan Servicing of all types of loans; including packaging loans for secondary market• Participated in audits with outside accounting firm, bank examiners, and other federal program auditors • Reason for Leaving: Company placed in receivership; department moved to OKC
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Education
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University of Tulsa
Bachelor of Science in Business Administration, Accounting
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