Joe A. Keepers
__________________________________________________________________
***** ******* ******* ********: 832-***-****
Huffman, TX 77336 Email:
*******@***.***
SUMMARY OF EXPERIENCE
An enthusiastic and competitive professional with substantiated successes
in Executive Management in diverse industries. A leader with extensive
experience in demanding work environments and a proven ability to
prioritize business needs, then implement creative solutions. Consistently
demonstrates a passion to exceed organizational goals by streamlining
business processes, improving quality of work, and reducing cost.
PROFESSIONAL STRENGTHS
Cost Analysis Accounting Forecasting & Budgets
Financial Reporting Leases & Records Leases
Metrics Reporting Environmental Operations Analysis
Issues/Reviews
Policies/Procedures Strategic Vision/Mission Program Development
Planning
Systems Contract Management Cash Management
Management/Analysis
PROFESSIONAL WORK EXPERIENCE
Dune Energy, Inc.
Public Exploration and Production company with revenues exceeding $80
million and over 50 employees.
Manager of Financial Reporting 2007-
Present
Established Financial Reporting position in 2007 to provide internal
and external financial reporting packages. Improved monthly close process
through development of close calendar and coordination of duties with other
accounting managers. Implemented SOX compliance in late 2007 and
successfully passed external SOX audit at year-end. Continue to manage the
SOX audit process for the company and work closely with 3rd party internal
auditors to develop and implement testing procedures. Implemented
standardized processes for General Ledger account reconciliation for all
Balance Sheet accounts. Analyze General and Administrative expenses for CFO
reporting to executive management. Develop and maintain Property roll
forward schedules on a monthly basis. Prepare quarterly financial reporting
package for primary lenders including compliance with loan covenants.
Prepare 10-K and 10-Q reporting packages with management and counsel input
for filing with SEC. Prepare monthly accrual and various amortization
entries. Responsible for posting all Journal Entries, deposits, JIB
processing, and revenue processing to General ledger system. Backup
Controller with calculation of monthly ARO, DD&A, and hedging entries.
Manage financial audit and prepare schedules for quarterly reviews and
annual audit. Coordinate monthly close with accounting managers and
controller. Develop and maintain monthly close binders, quarterly and
annual reporting binders, and prepare financial reporting binders for audit
committee. Improved reporting and analyses through development of Lease
Operating Statement reports and management metrics flash reports utilizing
software package. Responsible for enhancement of General Ledger software
and development of reports in system. Maintain system security as system
administrator.
Carrizo Oil & Gas, Inc
Public Exploration and Production company with revenues exceeding $80
million and over 70 employees.
Manager of Corporate General Accounting 2006-
2007
Established Corporate Accounting group in 2006 to provide accounting
and analysis functions for corporate management. Responsible for
implementation, enhancements and maintenance of General Ledger software
system including training of corporate staff. Currently maintain SOX
compliance and development of internal testing procedures for software
system. Developed standardized processes for General Ledger account
reconciliations for all accounting groups and monitor monthly
reconciliations of all bank accounts, fixed assets, accounts payable, and
accruals. Analyze General & Administrative expenses for CFO reporting to
executive management. Develop quarterly accruals for G&A expenses, and
provide analysis schedule of Drilling, Leasehold, Seismic, and LOE
accruals. Manage Accounts Payable staff and payments to vendors. Developed
and implemented company-wide workflow system to improve processing,
approval and payment of vendor invoices through paper-less system including
business process mapping and cost-saving procedures. Work closely with
external auditors in quarterly and annual audit. Assist Controller and
Manager of Financial Reporting in development of 10-Q & 10-K. Manage setup
and maintenance of vendor master files, insurance certificates, and 1099-
MISC preparation. Monitor corporate risk and insurance coverage including
billing of various premiums to partners in properties. Analyze overhead and
manage overhead allocation to properties.
Interim Controller (Contract position through Axia Resources)
2006
Contracted as Interim Controller to assist in year-end financial
close, Audit, SOX Audit, reporting, and 10-K preparation. Led accounting
department as Interim Controller through reconciliation of General Ledger
accounts, development of year-end financial information, Financial and SOX
Audits conducted by public firm, financial reporting and assist contract
financial reporting manager in 10-K preparation and filing. Analyzed
accounts and prepared Journal entries for cleanup from recent system
conversion. Transitioned department upon hiring of Controller and continued
work on year-end financial close and quarter closes.
J & E Oil Inc
Mid-sized company with revenues of $66 million, over 400 employees,
and 9 corporate entities including operations, real estate management,
distribution and transportation. 15 direct reports including accounting,
Human Resources, IT, retail/wholesale operations, construction and
maintenance, and transportation.
Chief Executive Officer 2003-
2005
. Reduced overhead expenses for multi-unit business through negotiation of
long-term electricity contracts with supplier. Negotiated supply
contract, which reduced overhead expenses by over $325,000 per year.
. Increased retail revenues through negotiation of vendor contracts with
rebates. Negotiated with suppliers for better merchandise pricing and
rebates based on volume sold. Decreased product cost by 2% and increased
rebate revenues by over $500,000 annually.
. Analyzed causes of sliding revenues and determined that employee training
program and communications should be updated. Developed Mission Statement
and new employee training program for retail locations. Increased sales
by 8% through improved customer service and interaction.
Vice President/CFO 2000-
2003
. Reduced overhead expenses for retail company through reorganization of
its accounting department. Consolidated positions, developed job
descriptions, trained employees, and increased employee retention.
Decreased annual payroll by over $300,000.
. Analyzed cost effectiveness of General ledger software and recommended
change to simpler system. Analysis showed that G/L system cost over
$125,000 annually to maintain and operate. Set up and implemented simpler
retail program with reduced overhead by $115,000 annually.
. Improved financial reporting period to stockholder and lenders. Developed
reconciliation and month-end close procedures for accounting staff with
review by controller. Reduced month-end closes from 60 days to 21 days.
. Developed annual property appraisal system to reduce advalorem taxes
paid. Established detailed asset inventory for all locations to assist in
negotiating values with tax appraisal districts. Reduced appraised values
by over $4 million first year and over $500,000 each year thereafter,
which resulted in tax savings over $120,000.
. Improved Cash Management procedures for retail operation. Reviewed
current banking relationships and procedures and consolidated bank
accounts utilized for deposits and payments by multi-unit operation.
Reduced number of accounts from 60+ to 22, which resulted in savings of
monthly bank fees and reduction of reconciliation staff.
Business Development Officer 2000-2000
. Developed and implemented new business enterprise for retail operation,
which increased revenue by over $4 million annually.
John G and Marie Stella Kenedy Memorial Foundation
Non-Profit Foundation
Startup of non-profit foundation including systems development,
Policies and procedures development and implementation, Contract
management, Budgeting and forecasting, and enterprise development for $216
million Foundation. Reported to Board of Directors and various committees
of Board on operations, E & P development, royalty interests and enterprise
development. Set up corporate and field offices including record retention
and historical record archiving. Conducted Land Title work on properties
and minerals held.
Land Manager 1984-
2000
Developed and maintained budgets for 7 departments. Responsible for all
aspects of real estate management including operations on 235,000 acres,
residential and commercial real estate, public utilities, budgeting and
forecasting, and development of new enterprises.
. Developed, and then implemented additional revenue programs utilizing
existing assets for non-profit organization to provide increased funding
for grant seekers. Marketed and developed budgets to lower expenses.
Increased annual revenue for non-profit by over $1.2 million.
. Pioneered a Resource Development Plan for a large real estate holding,
which not only increased revenue, but also provided for conservation of
the asset. Detailed plan encompassed analysis of the available resources,
short and long-term development, and budget and asset value improvement.
Sustained income generation for future charitable funding as other non-
sustainable resources are depleted and existing assets are improved.
. Researched and developed public (relations) awareness program for non-
profit organization. Developed South Texas Museum program to enhance
public awareness and knowledge of ranching heritage in South Texas.
Museum opened in restored historical building to provide public access to
learn about historic ranch life in early Texas.
. Successfully negotiated with Oil & Gas development companies to utilize
improved procedures to protect environment on properties owned by non-
profit. Established procedures for mineral development, which had minimal
impact on environment. Provided additional revenues for non-profit as
well as habitat improvement practices on real property.
First City Bank of Corpus Christi
Trust Officer 1981-
1984
Managed portfolio of Trust Accounts including management of all real estate
held by department and risk management for all portfolios. Managed
investments for select trust accounts including securities, insurance and
real estate.
Loan Officer 1980-
1981
Managed loan portfolio of small business commercial, personal loans and
student loan programs.
Commercial Credit Analyst 1979-
1980
Credit analysis support for Commercial Loan Officers including development
of loan request packages for Loan Review Committee.
EDUCATION & CERTIFICATIONS
B.S., Agricultural Economics Texas A & M University
A.A., Accounting Southwest Texas Junior College
Undergraduate Minor in Accounting
Completed Graduate Courses in Finance & Resource Management
SPECIAL TRAINING
School of Trust Banking
Bank Marketing Seminars
Texas Property Taxation Seminar
7 Habits of Highly Effective People - Covey
Leadership Skills Workshop
Time Management Workshop
TECHNICAL SKILLS
Computer hardware upgrade/repairs, Computer software upgrade/installation,
LAN system design and installation, Proprietary G/L software for Retail
business,
Microsoft Office Suite including Excel, Access, PowerPoint, Word, Symphony,
dBase, QuickBooks, Factor, Enertia, & Bolo
LANGUAGES
English - fluent
Spanish - conversational