EXPERIENCE
CORRUGATED SERVICES, INC - FORNEY, TEXAS 2008-2009 (400 MILLION DOLLAR
PAPER AND RECYCLING MANUFACTURER)
Divisional Finance Controller - (January 2008 to Present)
. Hands on Manager involved in all finance and accounting activities
including month end process and close, bank and accounting recs, tax
returns, GAAP and SOX compliance, and all financial statement preparation
and reporting.
. Manage all AR, AP, payroll, accounting and finance for 8 manufacturing
plants and plant brokerage business in various states
. Supervise all close and month end process including journal entries,
account and bank reconciliation, and financial statement preparation.
. Provide technical accounting and financial support and to operating
managers, interpreting accounting reports and statements.
. Supervise multiple personnel in various states and maintain general
ledger in Oracle for all plant transactions.
. Manage entire budgeting, forecasting and planning function for CSI,
responsible for $400M revenue and expense budget
Synned, Inc - Dallas, Texas 2006-2007
Franchisee of 18 Burger Kings, 11 Blockbusters, 38 Applebee's and Real
Estate Investments
VP of Finance - (November 2006 - Dec 2007)
. Supervised all accounting activities including month end process and
close, bank and accounting recs, tax returns, GAAP and SOX compliance,
and all financial statement preparation and reporting.
. Managed all financial planning & analysis, strategic planning,
accounting, real estate, HR and analytical functions for Synned, Inc
. Coordinated the planning and analysis on all budgeting, accounting, cash
flow management, reporting, strategic analysis and plans, pricing models,
acquisitions, and potential financing of restaurant chains and concepts
. Focused on financial and operational improvements at all levels within
the organization for all restaurant chains and provide direction and
models around all M&A activities to owner
. Managed and coordinated the relationships with independent auditors and
CPA firm, banks, outside legal counsel, and investment institutions,
including Banks and Venture Capitalist firms
APEX RESTAURANT GROUP - Plano, Texas 2005-2006
VP of Financial Planning & Analysis - (April 2005 - November 2006)
. Managed all financial planning & analysis, strategic planning, and
analytical functions for Apex which includes 4 restaurant chains:
Dakota's Steakhouse, Sirloin Saloon, Blue Chalk Caf , and Left at
Albuquerque
. Coordinated the planning and analysis on all budgeting, accounting, cash
flow management, reporting, strategic analysis and plans, pricing models,
acquisitions, and potential financing of restaurant chains and concepts
. Managed all planning and analysis and acquisitions to support over 20
potential acquisitions in 2005 and 2006, including due diligence and
auditing function on all deals
. Coordinated major projects for new initiatives and mergers &
acquisitions, including budgeting and new concept development, potential
acquisition analysis, customer retention and acquisition analysis, gift
card program creation, HR improvements, and new credit card policies and
savings
. Provided analytical services for Marketing on advertising effectiveness,
customer retention, and penetration promotions
. Focused on financial and operational improvements at all levels within
the organization for all restaurant chains
BLOCKBUSTER - Dallas, Texas 2000-2005
Senior Manager of Finance, Domestic Finance Operations - (2004-April 2005)
. Managed and supervised all finance operations for the Southwest
Blockbuster Stores.
. 3 financial analysts reported into me, and helped support the Area and
other key projects under my supervision.
. Managed all financial reporting, budgeting, forecasting, and ad-hoc
analysis for over 4,500 stores and budgets that exceed 4.5 Billion
dollars in revenue.
. Became Team Leader for entire 2005 Store Level and Top Level Budgeting
Process
. Directed and Supervised all Reporting and Financial Systems for Domestic
Finance Operations
. Finance business partner with IT and Subject Matter Expert on Peoplesoft
conversion
. Coordinated all forecasting and models as it relates to Blockbuster's
new initiatives such as No Late Fees, DVD Trading, and Game Rush
Manager of Finance, Domestic Finance Operations - (2002-2003)
. Managed all finance operations for the Midwest and Southwest Blockbuster
Stores.
. 3 financial analysts reported into me, and helped support the Area's
under my supervision.
. Supervised all financial reporting, budgeting, forecasting, and
accounting responsibility for over 1500 stores and budgets that exceed
1.5 Billion dollars in revenue.
. Helped to provide financial support to over 150 District Leaders, and 15
Regional Director's of Operations in the field.
. Provided key financial support to 2 Area Senior Vice President's of
Operations.
Senior Strategic Planning Analyst - 2000 to 2002
. Focused on support for the Real Estate Development group and Marketing
Group.
. Built models using SAS and SPSS, examples are the new store revenue
model, cannibalization model, and an optimizer model.
. Developed applications in Access and Excel to further enhance analysis
and decisions, this included the entire Store Renewal process, Capital
spending on stores (built tool that budgeted and determined spending of
over 50 million a year).
. Major projects: Negative Margin Stores Analysis and Report, Analysis on
pricing issue in stores and determining ways to correctly price stores,
developed analysis on potential acquisition of Competitors stores such as
Video land and Video Update, joint venture with Radio Shack and
McDonald's.
. Financial analysis and ad hoc reporting for Direct Mail, CRM, and other
Marketing Programs.
RAYTHEON - McKinney, Texas 1999-2000
Budget Analyst II - (1999-2000)
. Analyst for the factory, this included the Operations and Quality
portion, responsible for maintaining overhead and financial budgets for
over 300 people.
. Maintained monthly and yearly forecasts for the factory and built yearly
budgets that exceeded 10 million dollars .
. Developed crossover labor reports and maintained all financial and
accounting reporting for the factory.
. Statistical specialist for Raytheon Six Sigma program, provided analysis
on all projects in McKinney.
. Developed and designed key financial metrics and reporting tools for
things such as cycle time and variance reports.
CENTER FOR REGIONAL AND ECONOMIC DEVELOPMENT - Commerce, Texas
Research and Forecasting Analyst - (1997-1999)
. Major Projects: Developed complete Business plan for Santa Fe Energy
Resources in Houston, which contained complete market and financial
analysis of oil industry and the feasibility of employees owning the
company.
. Developed Economic project for the State Park Service on Lake Sam Rayburn
in Lufkin, focused in on developing the area and attracting visitors to
the lake and park, complete study including financial analysis on what it
would cost and recommendations to the State Park Service.
EDUCATION
TEXAS A&M UNIVERSITY - COMMERCE
Master's of Science in Economics
Master's of Science in Finance
Bachelor's of Science, Double Major in Economics and
Agriculture
computer skills
E-VIEWS, SORITEC, SPSS, SAS, MINITAB, IMPLAN PRO, CONTROL EXCEL, HYPERION
ESSBASE, PEOPLESOFT, AND TM01; MICROSOFT OFFICE PRODUCTS, ORACLE,
QUICKBOOKS AND JD EDWARDS