Experience

Method Workers' Comp
• United States
• Insurance
• 100 - 200 Employee
• Controller

  • Dec 2022 - Present


bolt

• Truck Transportation
• 1 - 100 Employee

• Controller

  • Aug 2021 - Dec 2022

  Austin, Texas



Capital Metro

• Saudi Arabia
• Truck Transportation
• 200 - 300 Employee

• Controller

  • Nov 2019 - Aug 2021

  Austin, Texas, United States Reporting directly to the CFO and responsible for developing, implementing, and maintaining accounting principles, practices, and procedures in compliance with GASB and Governmental GAAP. Supervises accounting team to ensure that work is properly allocated and completed in a timely and accurate manner • Manage day to day activities, surrounding cash operations, AP/AR, payroll, fixed assets, monthly close as well as monitor performance of staff of approximately 20. • Maintain a… Show more Reporting directly to the CFO and responsible for developing, implementing, and maintaining accounting principles, practices, and procedures in compliance with GASB and Governmental GAAP. Supervises accounting team to ensure that work is properly allocated and completed in a timely and accurate manner • Manage day to day activities, surrounding cash operations, AP/AR, payroll, fixed assets, monthly close as well as monitor performance of staff of approximately 20. • Maintain a comprehensive system of internal controls, policies and procedures over all accounting functions, that are updated on a regular basis. • Oversee proper processing of business transactions, including vendor invoices, billings to customers, payroll, cash receipts and disbursements, and banking and investment transactions. • Responsible for the preparation of accurate and timely CAFR, monthly financial statements, financial reports, special analyses and informational reports. Coordinate and manage annual financial audit, single audit, retirement plan audits, and audit of agreed upon procedures for NTD reporting. • Ensure compliance with local, state, and federal laws, regulations and filing requirements, • Accounting department leader for the effective set up and utilization of the ERP System and other systems utilized by the Accounting department. • Manage capital financing transactions including the issuance, management and administration of revenue bonds, commercial paper, certificates of participation and derivative transactions. • Interact with management and Board of Directors to provide consultative support to planning initiatives through financial and management information analyses, reports. • Serve as a member of the defined benefit and defined contribution retirement committees. Serve as Investment Officer of Investment Committee. • Create and submit procurement documentation for finance related solicitations; serve as evaluator for RFPs as a Finance Department representative Show less



Superior Access Insurance Services, Inc./BOLT Insurance Agency

• Controller

  • Sep 2016 - Nov 2019

  Austin, Texas Manages a multi-company accounting department while being accountable for the production of monthly financial reporting to international parent, guides financial decisions by establishing and monitoring the enforcement of policies and procedures. Develop and report on annual budget. • Oversees the design and implementation of internal controls over financial reporting • Manages daily operations in support of financial controls testing for SOX compliance • Review financial reporting… Show more Manages a multi-company accounting department while being accountable for the production of monthly financial reporting to international parent, guides financial decisions by establishing and monitoring the enforcement of policies and procedures. Develop and report on annual budget. • Oversees the design and implementation of internal controls over financial reporting • Manages daily operations in support of financial controls testing for SOX compliance • Review financial reporting while identifying process deficiencies and improvements • Monitor and analyze monthly operating results against budget • Point of contact for all external audits directing accounting staff for providing information requested by external auditors • Contributes to senior management team efforts • Maintains financial staff by coaching, counseling and disciplining employees; planning, monitoring and appraising job results • Maintains professional and technical knowledge by attending continuing education workshops, reviewing professional publications and participating in professional societies • Protects operations by keeping financial information and plans confidential Show less



Fresenius Health Partners

• United States
• Medical Practices
• 1 - 100 Employee

• Director of Finance

  • Aug 2015 - Sep 2016

  Austin, Texas Supports subsidiary and corporate mission, vision and core values and customer service philosophy. Follows all regulatory and corporate policy requirements. Responsible for timely and accurate reporting of financial results to Division Management. Ensures compliance that internal and external reporting is timely and accurate. Uses in-depth knowledge to provide strategic and financial leadership • Develop and oversee all accounting and financial operations • Partner with key business… Show more Supports subsidiary and corporate mission, vision and core values and customer service philosophy. Follows all regulatory and corporate policy requirements. Responsible for timely and accurate reporting of financial results to Division Management. Ensures compliance that internal and external reporting is timely and accurate. Uses in-depth knowledge to provide strategic and financial leadership • Develop and oversee all accounting and financial operations • Partner with key business stakeholders to develop and implement systems to support all finance and accounting needs • Provide leadership and oversight for all financial reporting, including statutory reporting for NAIC regulated companies • Work closely with actuarial and other stakeholders to establish reserves and other estimates • Develop internal controls to ensure compliance with SOX and NAIC • Oversee monthly financial cycle including month-end close, monthly analysis of operations (P/L, B/S, C/F) and analysis of other performance metrics (KPIs) • Lead overall business planning and forecasting processes • Lead annual budget and quarterly forecasting processes Show less



FirstCare Healthplans

• United States
• Insurance
• 100 - 200 Employee

• Manager, Accounting

  • Jan 2012 - Aug 2015

  Austin, Texas Provide positive leadership, supervision and mentoring of accountants within the Finance department. • Responsible for Government reporting on HMO, PPO and self-funded health plans • Successfully reduced month-end close process to three days to provide more timely results to owners • Annual, quarterly, monthly reporting complying with strict deadlines and knowledge of US GAAP and SSAP • Lead annual audits for three companies preparing audit schedules and account reconciliations •… Show more Provide positive leadership, supervision and mentoring of accountants within the Finance department. • Responsible for Government reporting on HMO, PPO and self-funded health plans • Successfully reduced month-end close process to three days to provide more timely results to owners • Annual, quarterly, monthly reporting complying with strict deadlines and knowledge of US GAAP and SSAP • Lead annual audits for three companies preparing audit schedules and account reconciliations • Analyze and reconcile monthly consolidated financial results before reporting to owners of companies • Prepare departmental annual budget and provide detail expense information to other departments when reconciling budget conformance • Treasury management responsibilities include opening, closing, changing of all bank accounts and investment strategy – point of contact for banking functions • TPA duties for self-funded reinsurance reimbursement • Reporting of fully insured reinsurance for reimbursement from provider Show less



Texas Windstorm Insurance Association

• United States
• Insurance
• 100 - 200 Employee

• VP of Finance

  • Jun 1995 - Jan 2012

  Austin, Texas Area Member of the Senior Leadership reporting to General Manager. Provide positive leadership for over 20 employees. Prepare annual multi-million dollar budgets for both companies. Report conformance to budget to senior staff and Board of Directors. Provide financial and census information and reconciliation for $6.5M savings plan, $7M pension plan and other employee benefits. •Demonstrated leadership ability, promoted from Accounting Manager and Controller to Vice President and Chief… Show more Member of the Senior Leadership reporting to General Manager. Provide positive leadership for over 20 employees. Prepare annual multi-million dollar budgets for both companies. Report conformance to budget to senior staff and Board of Directors. Provide financial and census information and reconciliation for $6.5M savings plan, $7M pension plan and other employee benefits. •Demonstrated leadership ability, promoted from Accounting Manager and Controller to Vice President and Chief Financial Officer. •Monthly/quarterly statistical information reconciliation and reporting to statistical agent and maintaining a .004 error ratio. •Develop investment strategy following strict investment policies for both companies for approximately $500M in unearned premiums combined resulting in maximum investment income. •Negotiation with lending bank for best possible rates on $200M line of credit. •Prepared annual corporate operating budget of $250M. Compiled budget information for 8 departments. Communicated and interpreted annual budget figures for approval to Board of Directors. •Evaluated various bank terms and conditions for possible line of credit. Negotiated unused commitment fee for $150M line of credit with bank. Results: Succeeded in securing a commitment fee 50% less. •Contributed as an elected member of the Named Fiduciaries for a $176M 401(k) program. Recommended changes to the investment policy and objectives for inclusion of annual review and clarification of investment manager role. Results: Assisted in reducing administrative expenses by 38% over a 2-year period. •Launched and managed start-up of a $90M revenue homeowners’ insurance company. Designed and implemented policies and procedures, budgets, and service contracts with third-party administrators. Results: Reduced third-party administration costs by 30% by incorporating those operations into in-house departments. Show less



NDE Environmental

• Accounting Supervisor

  • Jan 1994 - Apr 1995

  Submit daily, semi-monthly, and quarterly compliance reports of $2.5M credit line, and submitted all SEC reporting requirements. Compile individual and consolidated financial data for distribution to senior management, customer service reps and financial funders. Supervise Payroll and Accounts Payable/Receivable employees, and assist with year-end and semi-annual audits.