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Southlake, TX
... Chamberlain - CPA, Southlake, TX 2014 - Present Interim Contract CFO Service Provider and Valuation Expert Managing General Partner of JC21 Management LLC • CFO of Global CGR, a Global information service provider to subscribers and customers. • ...
- 2021 Jan 12
Sachse, TX
... Assisted CFO with benefits-related payroll reporting and modifications. Wrote procedures for benefits processes such as enrollment, termination, and compliance. Trained junior administrative assistant. Reviewed client contracts for insurance ...
- 2021 Jan 10
Frisco, TX
... Operational oversight of interim CFO, CNO, and COO positions for the client; -Personally originated and closed $40M+ in professional fees in Performance Improvement / Turnaround services during 2014-2019; -Host and facilitator of BRG’s Quarterly ...
- 2021 Jan 05
Frisco, TX
... • Part of the executive leadership team (CEO, SVP, CFO, SVP Sales) • Introduction of over 2,000 new products launched in two years that have generated an additional $6 million in sales. • Overall costs savings in two years of $2.5M (COGS improvement ...
- 2021 Jan 01
Frisco, TX
... system, Egencia • Worked after hours and on weekends as needed Prime Lending, Dallas, Texas Executive Assistant to the EVP and CFO March 2012 to July 2012 • Maintained executive’s calendar and email • Prepared monthly expense reports • Created ...
- 2020 Dec 07
Richardson, TX
... Dallas TX Aug 2013 to Aug 2015 Controller/Interim CFO Provided financial leadership and executed key business initiatives; drive financial results, monitor operations and performance of the company, and ensure accuracy of financial reporting and ...
- 2020 Nov 21
Plano, TX
... Audit management and internal controls CFO SUITE (https://cfosuite.com/) – Dallas, TX CFO advisory services May 2015 – July 2016 Asset Backed Lending Loan Compliance certificate preparation and borrowing base certificate report preparation (TaxEase) ...
- 2020 Nov 20
Allen, TX
... • Successfully modernized Corporate Performance Management capabilities for Office of CFO with Zero-Based Budgeting and 12 Months Rolling Financial Ops Plan. Data & Quality Leadership – Transformed organization into data-driven orientation with ...
- 2020 Nov 10
The Colony, TX
... EXPERIENCE TRANSPLACE, FRISCO TX EXECUTIVE ASSISTANT TO CEO, CFO & CHRO (July 2018-present) Traditional administrative duties as well as the accomplishments below: • Confidential Rapid Hiring & Onboarding of the C-Suite within 8 months • Process ...
- 2020 Oct 26
Flower Mound, TX
... - Managing office with 8-10 staff members including: materials, budgets/balance sheets, production goals and reporting to CFO of the organization University of Toronto, Toronto, ON Sept 2013-June 2017 Dental Student - Provided comprehensive care to ...
- 2020 Oct 26