Experience

B&D Contractors

• United Kingdom
• Construction
• 1 - 100 Employee

• Controller

  • Aug 2017 - Present

  Houston, Texas Area • Manage and monitor all accounts, ledgers, and reporting systems ensuring compliance with appropriate GAAP standards. • Establish and maintain financial budgets and analysis on a monthly and annual basis. Monitor cash flow on a daily/monthly basis and provide detailed daily cash reports to management. Record daily bank transactions and reconcile accounts on a monthly basis. • Prepare monthly journal entries and standardized financial reporting package. Calculate and record monthly… Show more • Manage and monitor all accounts, ledgers, and reporting systems ensuring compliance with appropriate GAAP standards. • Establish and maintain financial budgets and analysis on a monthly and annual basis. Monitor cash flow on a daily/monthly basis and provide detailed daily cash reports to management. Record daily bank transactions and reconcile accounts on a monthly basis. • Prepare monthly journal entries and standardized financial reporting package. Calculate and record monthly Work-in-Process entry. Lead monthly management meeting to review monthly results and revenue projections. • Oversee all payments made for debts, bank loans, and other cash outlays. Generate weekly payroll processing and reporting on overtime incurred. Oversee customer billing and collections of all receivables. Submit monthly sales and use tax return. • Coordinate all new hire reporting and administer time keeping system. Provide guidance on Human Resources related matters. Organize and administer annual open enrollment for medical, dental, vision, and HSA plans. Show less



Blanton Advisors, LLC

• United States
• Executive Offices
• 1 - 100 Employee

• Business Consultant

  • Nov 2016 - Jul 2017

  The Woodlands, Texas • Acted as Interim Controller for a Houston area medium size construction contractor. • Converted warehousing facility inventory management system for medium size custom outdoor lighting contractor to QuickBooks Enterprise Solutions.



Natural Pawz

• United States
• Retail
• 1 - 100 Employee

• Interim Controller/CFO

  • Feb 2016 - Oct 2016

  Houston, Texas Area Implemented new workforce management system consisting of Human Resources, benefits administration, payroll, time and labor, and talent management. Negotiated competitive annual fees with new vendor and reductions in implementation fees. Restructured warehouse receiving process, introduced short dated merchandise discount program, and weekly inventory cycle counts, resulting in a reduction of inventory adjustments of approximately 50%.



Universal American

• Insurance
• 300 - 400 Employee

• Asst. Vice President, Finance Shared Services

  • 2010 - 2015

  Houston, Texas Area • Consolidated and centralized Accounts Payable across four legal entity acquisitions in the United States and Puerto Rico. Reduced headcount by approximately 40% through automation and streamlining of processes and procedures. • Directed month end close for SG&A expenses and presented results to segment CFO and corporate finance leadership. Implemented and enforced policies and procedures to achieve SG&A expense compliance. • Managed Accounts Payable and Travel & Entertainment… Show more • Consolidated and centralized Accounts Payable across four legal entity acquisitions in the United States and Puerto Rico. Reduced headcount by approximately 40% through automation and streamlining of processes and procedures. • Directed month end close for SG&A expenses and presented results to segment CFO and corporate finance leadership. Implemented and enforced policies and procedures to achieve SG&A expense compliance. • Managed Accounts Payable and Travel & Entertainment functions for all legal entities totaling $275 million of annual vendor disbursements. Increased EFT penetration to approximately 65% resulting in significant savings of postage and bank fees. Facilitated annual 1099 reporting process for both expense and claims systems. • Managed financial and administrative functions for ‘Concur Invoice’ and ‘Concur Expense’ systems. Enhanced reporting capabilities and created automated month-end accrual report, eliminating 2 business days from the month-end closing process. • Enhanced visibility and increased control of T&E expenses through administration of corporate American Express program. Increased rebates with purchasing cards for high dollar expenses. Reduced delinquency and late fees by more than 50%. • Initiated procedural changes that generated more detailed and comprehensive documentation for annual audit of Marketing and Enrollment expenditures by Office of Inspector General resulting in no significant findings during the second year review.

• Assistant Corporate Controller

  • 2006 - 2010

  Houston, Texas Area • Directed monthly results analysis for approximately 60 budget centers for the company’s major segments. Worked with budget owners to develop operating metrics reducing the time required to produce monthly operational review materials. • Partnered with business owners during organizational assessments, resulting in a 30% reduction in SG&A spend over a four year period. • Worked with corporate and segment staff to convert and merge multiple stand-alone ledger systems to a new corporate… Show more • Directed monthly results analysis for approximately 60 budget centers for the company’s major segments. Worked with budget owners to develop operating metrics reducing the time required to produce monthly operational review materials. • Partnered with business owners during organizational assessments, resulting in a 30% reduction in SG&A spend over a four year period. • Worked with corporate and segment staff to convert and merge multiple stand-alone ledger systems to a new corporate platform (SunGard EAS). Participated in the redesign of the general ledger account structure, resulting in a substantially improved functional budget center structure. • Promoted and implemented program of best practices to support an improved organizational Healthy Collaboration model. • Key member of Executive Leadership Team, providing input and supporting analysis for future strategies of the Medicare Advantage Division.



Fleetwood Retail Corp

• United States

• Associate Controller

  • 2005 - 2006

  Houston, Texas Area • Reviewed monthly financial statements, focused on revenue and cost of sales accounts ($250 million). Consistently maintained regulatory compliance which kept activities within budget limits. • Established customer service team to enhance resolution of customer disputes and mitigate potential lawsuits. Successfully negotiated and authorized customer settlements. • Acted as Executive Process Owner for Sarbanes-Oxley legislation. • Assisted with conversion of financial system from SAP… Show more • Reviewed monthly financial statements, focused on revenue and cost of sales accounts ($250 million). Consistently maintained regulatory compliance which kept activities within budget limits. • Established customer service team to enhance resolution of customer disputes and mitigate potential lawsuits. Successfully negotiated and authorized customer settlements. • Acted as Executive Process Owner for Sarbanes-Oxley legislation. • Assisted with conversion of financial system from SAP to JD Edwards. • Served as member of Fleetwood Retail leadership team and interacted in the full spectrum of discussions and decisions that affected overall business operations.

• Operations Accounting Manager

  • 2002 - 2005

  Houston, Texas Area

• Accounting Supervisor

  • 2001 - 2002

  Houston, Texas Area

• Senior Corporate Accountant

  • 1999 - 2001

  Houston, Texas Area



IKON Office Solutions

• Retail Office Equipment
• 700 & Above Employee

• District Accountant

  • 1998 - 1999

  Houston, Texas Area



Dx Holding Company Inc

• United States
• Chemical Manufacturing

• Corporate Accountant

  • 1997 - 1998

  Houston, Texas Area



Oshmans Sporting Goods

• United States
• Sporting Goods Manufacturing
• 1 - 100 Employee

• Accounting Supervisor, Senior Accountant, Staff Accountant, Internal Auditor

  • 1992 - 1997

  Houston, Texas Area



MD Anderson Cancer Center

• United States
• Hospitals and Health Care
• 700 & Above Employee

• Staff Auditor

  • 1990 - 1992

  Houston, Texas Area



The University of Texas System

• Higher Education
• 400 - 500 Employee

• Staff Auditor

  • 1990 - 1990

  Austin, Texas Area