Experience

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  Intellinex, LLC (AKA ACS/Xerox/Conduent Learning Services)

  • Houston, Texas

  • Account Manager

    • Jun 2008 - Jun 2017
    • Houston, Texas

    Lead a team of dedicated learning professionals serving a portfolio of global clients and directly oversaw a multi-million dollar budget. Provided key relationship management, overseeing the recruitment of team members to serve the clients, as well as re-recruiting existing team members to achieve account growth. - Successfully aligned delivery modalities with desired learning outcomes by consulting and collaborating with the clients and the Intellinex team on learning strategy and leading practices.- Identified learning innovation approaches and made recommendations on ways to incorporate those approaches within specific curriculum and courses.

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  Ernst & Young

  • Houston, Texas

  • Senior Manager

    • Dec 1998 - May 2008
    • Houston, Texas

    Senior leader holding multiple roles of increasing responsibility and scope throughout tenure with the organization, including Area Quality Leader, Service Delivery Methodology Champion, and Retail/Consumer Product Industry Leader. Served as the primary contact for multiple clients, managing relationships and delivering quality services through a team of engagement professionals. Selected by executive leadership to be a counselor/mentor to junior personnel within the practice. Provided risk services to oilfield services companies, directly responsible for selling an $8M global SOX 404 engagement. Identified industry-leading practices, integrated practices into firm methodology, and trained client services teams on new practices. Served as the primary contact for client service teams regarding the effective and efficient implementation of firm methodology. Performed internal reviews of selected engagements within the United States. Grew recruiting efforts from a local office activity to a national focus school by establishing a recruiting program at LSU for the EY Risk practice. Advocated with senior leadership for dedicated training resources and appointed to the initial team as the Americas Advisory/Risk Trainer. Developed and delivered comprehensive training to firm and client personnel.o Global Design for Risk Advisory Staff and Senior Courses: Provided subject matter expertise (SME) for the department of selected modules, as well as led train the trainer sessions.o BRS Service Delivery Methodology Workshop: Developed the first training course for the Risk/Advisory practice, which simulated internal audit engagement and included multiple client-serving roles for participants. Presented the workshop to firm personnel and internal audit teaming clients.o EY Internal Audit Methodology: One of the two individuals selected to travel to Buenos Aires, Argentina to deliver methodology courses to personnel acquired from Arthur Anderson.

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  Self Employed - Financial Advisor

  • Dallas and Houston, Texas

  • Owner

    • Sep 1992 - Dec 1998
    • Dallas and Houston, Texas

    Educated clients on financial matters and assisted them with implementing retirement planning and investment strategies.- Obtained securities and insurance licenses to assist clients with implementing personal financial plans.- Provided a variety of accounting, auditing and consulting services to various clients.- Established retirement plan for Christian school providing opportunity for teachers and administrators to save for retirement.- Led financial seminars.

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  Burlington Resources

  • Fort Worth, Texas

  • Corporate Audit Manager

    • 1988 - 1992
    • Fort Worth, Texas

    • Responsible for financial and operational audits of $6 billion holding company • Recruited entry level personnel from various universities including Baylor, University of North Texas and University of Texas at Arlington• Built effective working relationships with management across diverse operating units • Determined corporate audit staff training needs, developed and taught resulting in-house seminar leading to improved staff proficiency, morale and efficient use of training budget• Developed and implemented comprehensive audit approach for region offices producing $250,000 of savings on first audit

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  Diamond Lumber

  • Dallas, Texas

  • Accounting Services Manager

    • 1987 - 1988
    • Dallas, Texas

    • Supervised staff of 45 accounting personnel at retail lumber company with 63 stores nationwide during Chapter 11 bankruptcy.• Primary negotiator with vendors to extend lines of credit needed for inventory purchases during bankruptcy.• Developed and implemented policies and procedures for the organization.• Identified and resolved disputes relative to $4 million of outstanding merchandise deposits issued during bankruptcy, resulting in proper application, collection and more effective use of funds.

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  Zale

  • Irving, Texas

  • Director of Distribution Accounting / Internal Audit Manager

    • 1984 - 1987
    • Irving, Texas

    • Established distribution accounting function at $1 billion jewelry company following a hostile takeover.• Ensured merchandise was properly accounted for and received on a timely basis at 1,300 retail locations throughout the U.S.• Developed teaming relationships across organization required to manage and meet competing priorities and objectives.• Responsible for overseeing operational and financial auditing activities and involved in audit committee communications.• Initiated recruiting of Baylor accounting students into the Internal Audit department.• Developed and delivered training to the finance organization including obtaining a State Board of Public Accountancy sponsor ID.

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  Arthur Young & Company

  • Dallas, Texas

  • Audit Supervisory Senior

    • 1979 - 1984
    • Dallas, Texas

    • Accountable for field work on audit engagements including planning and coordination with clients, supervision of staff, resolution of accounting and auditing issues, and compliance with SEC reporting requirements primarily in the manufacturing industry.