Sales Human Resources

Bret Roper, CPA, MBA

Houston, TX

Cell: 713-***-****

Email: *****@*********.***

Objective:

Seeking an opportunity as a Chief Financial Officer or Controller to help an organization achieve growth

and value for all stakeholders including employees, customers and investors. Well-respected for business

judgment, integrity, ethical behavior, work ethic and mentoring staff members. Will provide leadership in

financial planning, anticipating changes in cash flow to provide needed working capital for the

organization’s long-range success.

Career Skills:

Professional Experience:

Chief Financial Officer - HPE Design, LLC dba Hennessey Performance Engineering; Sealy, TX

November 2008 – Present.

World Renown automotive tuner of high performance vehicles. Annual sales $6-10 million.

• Report directly to CEO. Advise executive team on strategic planning and capital

budgeting.

• Established banking relationship to bring in $500,000 working capital in first 3 months.

• Established purchase order system and cost accounting metrics to measure job

profitability leading to recognizable profit margin increases.

• Restructured debt obligations and negotiated terms with vendors to improve cash flow

and current ratios by 30%.

• Negotiated sourcing & distribution agreements with auto dealerships to create channel

partners and increase sales opportunities.

Chief Financial Officer – U.S. Interactive Communications, LP; Houston, TX

February 2000 to November 2008.

Company pioneered the first video alternative to classroom-based defensive driving/traffic school

instruction in the nation. Company distributes video driver improvement courses through Blockbuster

and Hollywood Video/Movie Gallery in six states. While averaging Annual Sales ranging from $7-10

million during the last 8 years, Shareholders earned on average a 22% effective annual return on

investment through distributions.

• Reported directly to CEO/President. Advised executive team on strategic planning and

capital budgeting.

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• Produced and presented all Financial Statements to officers/directors/shareholders.

Tracked operational working capital budgets and produced annual income projections.

• Restructured debt obligations and credit management with vendors to improve cash flow

and distributions to shareholders.

• Brought in $500,000 call center client and initiated new business opportunities leveraging

IT, distribution and call center assets.

• Converted accounting systems to MAS 500. Created personnel policy standards for

human resources and launched a company matching 401k plan to help diminish employee

turnover.

• Negotiated telecom, delivery, and various vendor contracts saving the company over

$100,000/annually.

• Drafted and/or reviewed all legal contracts and coordination of litigation.

Controller – S. B. WOOD INVESTMENTS, INC. d.b.a. THE ALL SEASONS TRAVEL GROUP;

Houston, TX; February, 1996 to February 2000

Company was one of the largest independently owned and operated corporate travel management

companies in the United States. 1999 annual sales: $173 million. Through sustained growth and

increased value, helped owners realize succession plan and successful sale to Navigant International.

• Member of Executive Management Team. Reported directly to President. Helped plan

and achieve the strategic goals of the company. As a result of meeting these goals, earnings

increased 10%-25% each year.

• Prepared all financial statements and a wide range of detailed analysis pertaining to client

profitability, branch profitability, agent productivity and airline marketshare goals.

• Directly supervised Information Technology, Accounting and Human Resources

departments with a combined staff count of 15 employees.

• Negotiated favorable airline and car override agreements and implemented an agent

incentive program with the predominate goal of achieving superior performance on override

agreements. Resulted in attaining previously unsurpassed contract tier levels and an average

annual revenue increase of $320,000.

• Negotiated vendor contacts for local and long distance service, overnight delivery

service, cabling of phone and network systems which contributed to over $100,000 in annual

expense savings.

• Reviewed and signed cash disbursements with primary control over a $9 million budget

and a $5 million payroll.

Accounting Manager (promotion)- COASTAL CORPORATION; Houston, Texas;

July 1992 to February 1996.

The Retail Division – COASTAL MART, INC. operated approximately 687 gasoline service stations.

During this time, the division turned around an 18 million dollar annual loss into 6 million dollar

operating profit.

• Supervised Accounts Receivable staff of 16 employees responsible for cash transfers,

deposits, invoice billing, and reconciliation of $12 million/month credit card receivables billing

system to G/L.

• Prepared the following financial forecasts: weekly department cash flow estimate for

Corporate treasury, monthly proforma income schedules and merchandise inventory projections.

Explain budget variance to division level Controller and CFO. Prepared annual budgets for

planning and control at division, zone, and store levels.

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• Increased staff productivity through the design of automated database processes for labor

intensive work entailing the billing of manufacturer coupons and journal entry uploads.

Senior Accountant (promotion)- COASTAL CORPORATION; Houston, Texas; August 1990 to July

1992. Retail Division – COASTAL MART, INC.

• Reviewed and calculated IRR and NPV of estimated cash flows on Capital and

Environmental AFE projects

• Researched all state underground storage tank regulations and pioneered the company’s

state trust fund environmental reimbursement filings. Recovered over $2 million in remediation

expenses in two years.

Accountant– COASTAL CORPORATION; Houston, Texas; October 1988 to August 1990. Refining

and Marketing Division – COASTAL STATES TRADING, INC.

• Forecasted proforma profit and loss statements; designed spreadsheet macros for internal

reports, recorded pipeline transfer transactions in marketing ledgers. Reconciled inventory,

accounts payable and accounts receivable.

Staff Accountant – HODGESON, KENNEDY, MOUGHON, P.C. CPA’s; Houston, Texas; July 1986 to

August 1988.

• Compiled financial statements for write-up clients, aided in the preparation of 1040 and

1165 tax statements, form K-1s; calculated payroll withholdings; vouched and completed audit

program worksheets, maintained client database.

Software/Technical Skills:

Advanced user of many business software applications including MAS 500, Quickbooks Enterprise,

Excel, Word, PowerPoint, FRX reporting.

Education/Professional:

M.B.A. – Finance: Le Tourneau University, December 1995

B.B.A. – Accounting: University of Houston, December 1987

Certified Public Accountant – Texas 1992; License #60340

Securities Licenses: Series 63, Series 6, former Registered Rep. of H. D. Vest Financial Services, Inc.

Member of the following professional societies: American Institute of CPAs; Texas Society of CPAs

References:

Available upon request.

Contact this candidate