Bio
Experience
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Confidential
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East Texas
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Chief Financial Officer
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Mar 2022 - Present
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East Texas
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The Goff Financial Group
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Houston, Texas, United States
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Data Analytics and Integration
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May 2021 - Apr 2022
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Houston, Texas, United States
Developing systems and integrations within Office 365, Azure and other data environments; focus on streamlining data utilization and analytics supporting Chief Investment Officer for managing client investment strategies; implementation and support of Firm's administrative and operational systems.[Note: I was previously an independent contractor with The Goff Financial Group since 2017]
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AEQQUUS consult
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Houston, Texas
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Business Owner
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Jan 2013 - May 2021
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Houston, Texas
Business accounting and consulting practice focusing on helping small to medium sized businesses, non-profits, and government agencies create professional, effective management systems and processes; utilizing technology for improving financial management; and, defining efficient planning and management solutions.
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United States
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Oil and Gas
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700 & Above Employee
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Accounting Manager
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Jul 2005 - Dec 2012
Managed international shared services, financial reporting, international consolidations, and IT Coordination. Implemented SAP HCM and EcoSys marine forecast applications.
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Financial Reporting Analyst
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Jan 2002 - Jul 2005
Responsible for global financial consolidations; supporting SEC reporting and quarterly financial conference call; prepared ad hoc financial reports and analysis supporting Management; developed and implemented consolidated global project forecast database used to validate cash flow for debt acquisition.
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Project Controls Coordinator
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Jan 1999 - Dec 2001
Supported large offshore construction projects in forecasting, document control, earned-value analysis, scheduling, and cost control.
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Market Research Analyst
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Jan 1998 - Dec 1998
Collected and analysed market data on offshore oil and gas construction opportunities; implemented SalesForce CRM; monitored bids and proposals.
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Senior Project Accountant
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Jul 1996 - Dec 1998
Prepared quarterly project forecasts; prepared monthly general ledger closing; developed 4Cast project forecasting system used to prepare rolling monthly project P&L and cashflow forecasts and support percentage-of-completion recognition entries.
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United States
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Non-profit Organizations
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700 & Above Employee
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Management Consultant
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Jan 1993 - Jun 1996
Provided technical assistance to Winrock clients supported by World Bank and USAID funding; assigned to projects in Indonesia, Pakistan, India, Kazakhstan, Khyrgzstan, Malawi, Kenya, and Philippines. Subject areas included financial management, budgeting and forecasting, grant management, statistics, and proposal writing.
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Financial Planning and Analysis Manager
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Jun 1986 - Dec 1992
Managed financial information systems; prepared annual operating and cashflow budgets; prepared quarterly reports for Board; prepared monthly budget variance reports for Program Directors and project managers; supervised Investment Accountant; prepared quarterly Portfolio Report for $50 million endowment fund.
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PwC
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Little Rock, Arkansas Area
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Financial Auditor
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Aug 1983 - Jun 1986
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Little Rock, Arkansas Area
Conducted financial audits and provided consulting services.
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Education
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1991 - 1993University of Central Arkansas
Master of Business Administration - MBA, Marketing -
1980 - 1983Harding University
Bachelor of Business Administration - BBA, Accounting
Suggested Services
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Industry Focus. “Banking and Financial Services”
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