Director of Accounting

• Feb 2023 - Present

Assistant Controller

• Feb 2019 - Feb 2023

Senior Manager of International Accounting & Consolidations

• Jan 2017 - Feb 2019

Assistant Corporate Controller

• Sep 2014 - Dec 2016

 Manage corporate general ledger, finance and accounts payable staff of 8, with 3 direct reports  Work with external consultants to design, test and implement Microsoft Dynamics AX ERP  Implement 3rd party payroll system to replace in house payroll processing and manual accounting entry  Implement policies and procedures related to new ERP, including inter-company, corporate allocations and formal accrual processes  Prepare and review supporting schedules and information… Show more  Manage corporate general ledger, finance and accounts payable staff of 8, with 3 direct reports  Work with external consultants to design, test and implement Microsoft Dynamics AX ERP  Implement 3rd party payroll system to replace in house payroll processing and manual accounting entry  Implement policies and procedures related to new ERP, including inter-company, corporate allocations and formal accrual processes  Prepare and review supporting schedules and information included in SEC filings and private company financial statements  Review and prepare analysis for consolidated and consolidating balance sheets, income statements and cash flow statement for external reporting  Prepare monthly inter-company reconciliation and corresponding entries  Assist tax department on quarterly tax provisions, federal and state corporate tax returns, and franchise and property tax returns  Review balance sheet reconciliations  Work with department managers to prepare annual budgets  Assisted controller with implementing fresh start balance sheet after emergence from bankruptcy, including research on proper treatment of fresh start balance sheet items according to GAAP  Oversee internal and external audits, including fresh start opening balance sheet audit Show less  Manage corporate general ledger, finance and accounts payable staff of 8, with 3 direct reports  Work with external consultants to design, test and implement Microsoft Dynamics AX ERP  Implement 3rd party payroll system to replace in house payroll processing and manual accounting entry  Implement policies and procedures related to new ERP, including inter-company, corporate allocations and formal accrual processes  Prepare and review supporting schedules and information… Show more  Manage corporate general ledger, finance and accounts payable staff of 8, with 3 direct reports  Work with external consultants to design, test and implement Microsoft Dynamics AX ERP  Implement 3rd party payroll system to replace in house payroll processing and manual accounting entry  Implement policies and procedures related to new ERP, including inter-company, corporate allocations and formal accrual processes  Prepare and review supporting schedules and information included in SEC filings and private company financial statements  Review and prepare analysis for consolidated and consolidating balance sheets, income statements and cash flow statement for external reporting  Prepare monthly inter-company reconciliation and corresponding entries  Assist tax department on quarterly tax provisions, federal and state corporate tax returns, and franchise and property tax returns  Review balance sheet reconciliations  Work with department managers to prepare annual budgets  Assisted controller with implementing fresh start balance sheet after emergence from bankruptcy, including research on proper treatment of fresh start balance sheet items according to GAAP  Oversee internal and external audits, including fresh start opening balance sheet audit Show less

North America Land Controller

• Aug 2012 - Aug 2014

Controller Land Acquisition:  Manage finance and accounting staff of 6  Review monthly forecast for accuracy compared to current projects and SG&A projections  Review and prepare monthly reporting package for management, including balance sheet, income statement and variance analysis  Review all contracts for proper revenue and accounting treatment  Track and monitor financial impact of business line restructuring, including discontinued business operations  Oversee… Show more Controller Land Acquisition:  Manage finance and accounting staff of 6  Review monthly forecast for accuracy compared to current projects and SG&A projections  Review and prepare monthly reporting package for management, including balance sheet, income statement and variance analysis  Review all contracts for proper revenue and accounting treatment  Track and monitor financial impact of business line restructuring, including discontinued business operations  Oversee internal and external audit communications between accountants, shared services and auditors Accounting Manager Land Acquisition:  Hired staff to successfully transition accounting department from Canada to Houston in 3 months  Work with corporate project team to integrate an inventory tracking system into Oracle, including oversight of data clean-up and all US & Canadian physical counts  Oversee month end close process, ensuring timely close according to Corporate close schedule  Updated process controls and procedures to be in compliance with internal control and SOX guidelines  Work directly with AP & AR departments to solve business line related issues in a timely manner  Process all inter-company related invoices through Oracle based inter-company sub-ledger system  Work directly with internal and external auditors for all quarterly, annual and SOX audit requests  Prepare weekly cash forecast file to treasury department Show less Controller Land Acquisition:  Manage finance and accounting staff of 6  Review monthly forecast for accuracy compared to current projects and SG&A projections  Review and prepare monthly reporting package for management, including balance sheet, income statement and variance analysis  Review all contracts for proper revenue and accounting treatment  Track and monitor financial impact of business line restructuring, including discontinued business operations  Oversee… Show more Controller Land Acquisition:  Manage finance and accounting staff of 6  Review monthly forecast for accuracy compared to current projects and SG&A projections  Review and prepare monthly reporting package for management, including balance sheet, income statement and variance analysis  Review all contracts for proper revenue and accounting treatment  Track and monitor financial impact of business line restructuring, including discontinued business operations  Oversee internal and external audit communications between accountants, shared services and auditors Accounting Manager Land Acquisition:  Hired staff to successfully transition accounting department from Canada to Houston in 3 months  Work with corporate project team to integrate an inventory tracking system into Oracle, including oversight of data clean-up and all US & Canadian physical counts  Oversee month end close process, ensuring timely close according to Corporate close schedule  Updated process controls and procedures to be in compliance with internal control and SOX guidelines  Work directly with AP & AR departments to solve business line related issues in a timely manner  Process all inter-company related invoices through Oracle based inter-company sub-ledger system  Work directly with internal and external auditors for all quarterly, annual and SOX audit requests  Prepare weekly cash forecast file to treasury department Show less

Accounting Manager

• Dec 2010 - Aug 2012

 Oversee month end close process  Manage accounting staff of 6, developed staff from 2 to 6 to establish accounting department  Work directly with internal and external audits, reviewing all documents prior to submitting to auditors  Prepare monthly balance sheet and income statement, as well as associated analysis reports  Prepare and submit monthly reporting package to 3rd party lenders according to bank covenants  Create process/policy/procedures for accounting team to… Show more  Oversee month end close process  Manage accounting staff of 6, developed staff from 2 to 6 to establish accounting department  Work directly with internal and external audits, reviewing all documents prior to submitting to auditors  Prepare monthly balance sheet and income statement, as well as associated analysis reports  Prepare and submit monthly reporting package to 3rd party lenders according to bank covenants  Create process/policy/procedures for accounting team to establish set goals and guidelines  Implemented a schedule to track all company leases to properly reconcile to the balance sheet  Established a 5 day close process to produce timely financial statements to management  Implemented a third party cash reconciliation program to accurately match cash and point of sale transactions on a daily, weekly and monthly basis  Work with the Controller to create a monthly review process to ensure all balance sheet accounts are reconciled monthly, and provide monthly reporting package to the CFO Show less  Oversee month end close process  Manage accounting staff of 6, developed staff from 2 to 6 to establish accounting department  Work directly with internal and external audits, reviewing all documents prior to submitting to auditors  Prepare monthly balance sheet and income statement, as well as associated analysis reports  Prepare and submit monthly reporting package to 3rd party lenders according to bank covenants  Create process/policy/procedures for accounting team to… Show more  Oversee month end close process  Manage accounting staff of 6, developed staff from 2 to 6 to establish accounting department  Work directly with internal and external audits, reviewing all documents prior to submitting to auditors  Prepare monthly balance sheet and income statement, as well as associated analysis reports  Prepare and submit monthly reporting package to 3rd party lenders according to bank covenants  Create process/policy/procedures for accounting team to establish set goals and guidelines  Implemented a schedule to track all company leases to properly reconcile to the balance sheet  Established a 5 day close process to produce timely financial statements to management  Implemented a third party cash reconciliation program to accurately match cash and point of sale transactions on a daily, weekly and monthly basis  Work with the Controller to create a monthly review process to ensure all balance sheet accounts are reconciled monthly, and provide monthly reporting package to the CFO Show less

Accounting Manager

• Oct 2008 - Nov 2010

 Oversee the monthly and annual close process, including fixed asset sub-ledger, ensuring timely and accurate reporting in accordance with GAAP and SOX  Manage corporate accounting staff of 6  Review contracts with State and Federal government for proper invoicing and revenue recognition  Review divisional results and reports generated by divisional accountants  Responsible for analysis of consolidated financial statements  Review all fiduciary and divisional accountant’s… Show more  Oversee the monthly and annual close process, including fixed asset sub-ledger, ensuring timely and accurate reporting in accordance with GAAP and SOX  Manage corporate accounting staff of 6  Review contracts with State and Federal government for proper invoicing and revenue recognition  Review divisional results and reports generated by divisional accountants  Responsible for analysis of consolidated financial statements  Review all fiduciary and divisional accountant’s reconciliations  Assist with overseeing and monitoring the consolidated balance sheet reconciliations for corporate balance sheet accounts  Work directly with internal and external auditors to prepare quarterly/annual audit schedules, including annual SOX process Show less  Oversee the monthly and annual close process, including fixed asset sub-ledger, ensuring timely and accurate reporting in accordance with GAAP and SOX  Manage corporate accounting staff of 6  Review contracts with State and Federal government for proper invoicing and revenue recognition  Review divisional results and reports generated by divisional accountants  Responsible for analysis of consolidated financial statements  Review all fiduciary and divisional accountant’s… Show more  Oversee the monthly and annual close process, including fixed asset sub-ledger, ensuring timely and accurate reporting in accordance with GAAP and SOX  Manage corporate accounting staff of 6  Review contracts with State and Federal government for proper invoicing and revenue recognition  Review divisional results and reports generated by divisional accountants  Responsible for analysis of consolidated financial statements  Review all fiduciary and divisional accountant’s reconciliations  Assist with overseeing and monitoring the consolidated balance sheet reconciliations for corporate balance sheet accounts  Work directly with internal and external auditors to prepare quarterly/annual audit schedules, including annual SOX process Show less

Senior Accountant / Accounting Manager

• Jun 2001 - May 2008

Senior Accountant/Accounting Manager:  Manage and supervise accounting staff of 4  Oversee all testing and implementation of Great Plains ERP system  Develop process workflows for designing and implementing SQL database for claim processing, working with external SQL developer  Prepare and enter month-end journal entries  Prepare monthly financial statements  Prepare monthly customer invoices for three revenue streams per contracts with County governments  Perform… Show more Senior Accountant/Accounting Manager:  Manage and supervise accounting staff of 4  Oversee all testing and implementation of Great Plains ERP system  Develop process workflows for designing and implementing SQL database for claim processing, working with external SQL developer  Prepare and enter month-end journal entries  Prepare monthly financial statements  Prepare monthly customer invoices for three revenue streams per contracts with County governments  Perform analysis of general ledger accounts to ensure accuracy  Responsible for cash management  Provide actual to budget variance analysis to management  Assisted in creating and maintaining budgets  Prepare year-end audit work papers Staff Accountant:  Oversee accounts payable and receivable departments  Created Access database for accurate and timely processing of patient claims  Prepare weekly financial report for board members  Perform monthly budget analysis  Responsible for all payroll journal entries and bank reconciliations Show less Senior Accountant/Accounting Manager:  Manage and supervise accounting staff of 4  Oversee all testing and implementation of Great Plains ERP system  Develop process workflows for designing and implementing SQL database for claim processing, working with external SQL developer  Prepare and enter month-end journal entries  Prepare monthly financial statements  Prepare monthly customer invoices for three revenue streams per contracts with County governments  Perform… Show more Senior Accountant/Accounting Manager:  Manage and supervise accounting staff of 4  Oversee all testing and implementation of Great Plains ERP system  Develop process workflows for designing and implementing SQL database for claim processing, working with external SQL developer  Prepare and enter month-end journal entries  Prepare monthly financial statements  Prepare monthly customer invoices for three revenue streams per contracts with County governments  Perform analysis of general ledger accounts to ensure accuracy  Responsible for cash management  Provide actual to budget variance analysis to management  Assisted in creating and maintaining budgets  Prepare year-end audit work papers Staff Accountant:  Oversee accounts payable and receivable departments  Created Access database for accurate and timely processing of patient claims  Prepare weekly financial report for board members  Perform monthly budget analysis  Responsible for all payroll journal entries and bank reconciliations Show less