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Woodway, Texas, 76712, United States
March 13, 2018

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Qualifications Profile

Seasoned, multifaceted, and detail-oriented professional, with broad-based experience in managing all facets of accounting operations encompassing cash management and contracts execution. Adept at generating financial reports while maintaining accounting records and controlling budgets to mitigate risks. Effective at developing rapport with business subsidiaries and leading cross-functional teams while ensuring compliance with the set-forth business regulations.

Areas of Expertise

Budget Administration Revenue Generation Accounting Operations Management

New Process Implementation Relationships Development Risk Assessment and Documentation

Relevant Experience

Allen Samuels Alfa Romeo Fiat Waco, TX

Controller Aug 2014–Present

oManage all facets of dealership accounting functions which include month-end close, schedule management, office staff administration, floorplan and cash management, contracts execution, human resources, payroll, and tax reporting.

oHold responsibilities for accounting and financial functions of the chief executive officer’s realty and tennis and fitness companies.

oProvide direction to four office staff which consists of title clerk, payables and receivables clerk, and two receptionists.

oAdminister monthly, quarterly, and annual accounting cycles to ensure on-time delivery of management reports.

Notable Accomplishments:

Received selection from the president to attend a 12-month National Auto Dealers Association (NADA) to obtain comprehensive General Manager training of dealership operations.

Equipment Depot Waco, TX

Regional Controller Feb 2012–Mar 2013

oOversaw all accounting and financial functions of the northern region including Illinois.

oDemonstrated skills in performing month-end close process while preparing annual budget and quarterly forecast.

oLed a staff accountant and 23 employees in the Accounts Payable Department.

Notable Accomplishments:

Enhanced close and reporting cycles while guaranteeing on-time and accurate reporting by collaborating with the chief financial officer (CFO) and director of Shared Services in implementing new processes and internal controls.

Formulated weekly cash projections to improve cash flows and reduce cash balances.

Successfully integrated the accounts payable departments across more than 40 branches in Texas, Ohio, Illinois, Kentucky and Pennsylvania to a central Shared Services location in Waco.

Allen Samuels Auto Group Waco, TX

Corporate Accountant Apr 2008–Jan 2012

oDeveloped monthly and quarterly financial statements, financial forecast, and budgets throughout the corporate office.

oFulfilled general accounting functions including balance sheet; profit and loss (P&L); accounts receivable and payable cycles; account and bank reconciliations; sales tax returns; financial statement closes; and cash management.

oCoordinated with the Board of Directors and the president regarding financial forecasts and reports while managing financial reporting of three companies, reporting directly with the CEO.

Notable Accomplishments:

Assumed the role of the vice president upon his retirement, which involved downsizing office personnel.

Earned selection by the CEO as bank administrator to develop cash reporting forms while implementing cash flow procedures by communicating daily with 12 controllers.

Jaynes, Reitmeier Boyd & Therrell Waco, TX

Staff Auditor Dec 2007–Mar 2008

oCarried out audit fieldwork in all phases of independent audit assignments while overseeing inventory counts for audit clients.

oRender assistance in developing audit samples, risk assessment, and documentation of audit procedures.

Crescent Real Estate Equities, Fort Worth, TX

Senior Corporate Accountant II Mar 2006–Apr 2007

oGenerated monthly consolidated financial statements; internal and external reporting packages; and detailed analysis and statistical information across the Resort Residential Development segment.

oProvided ad hoc financial and statistical data to several disciplines within the company including legal, tax, asset management, and senior management.

oAided in quarterly filings of 10-Q and annual filing of 10-K through various schedule calculations and variance analysis explanations.

oMaintained frequent interactions with Corporate Reporting Group to improve understanding of various capacities in order to facilitate cross-training.

oSupported internal and external auditors to guarantee adherence to Sarbanes Oxley (SOX) procedures and company policies.

oEnsured compliance with business objectives, deadlines, and additional inquiries by establishing strong business relationships with subsidiary company.

Earlier Positions Held:

Allen Samuels Auto Group Waco, TX

Corporate Accountant

Sysco Round Rock, TX

Staff Accountant

Other Experience

The Dwyer Group Waco, TX

Franchise Developer Apr 2013–Jul 2014

Biomet Sports Medicine Fort Worth, TX

Sales Representative May 2007–Aug 2007

Education and Credentials

Bachelor of Business Administration, Accounting and Finance (Double Major)

Texas Tech University Lubbock, TX

Professional Affiliation

National Auto Dealers Association, Dealer Academy

Texas Tech Alumni Association, Central Texas Chapter

American Institute of Certified Public Accountants

Texas Society of Certified Public Accountants

Professional Development

Management Program, National Auto Dealers Association (NADA) Academy: 2016–2017

CPA License requirement, Annual Continuing Professional Education: 2003–Present


Chairman/Board Member, Board of Stewardship, St. Mark Lutheran Church

Former Member, Young Professionals (Waco Chamber) – when I was “young”

Representative/Primary Buyer, Heart of Texas Livestock Show (Allen Samuels)

Member, Waco Chamber of Commerce

Member, Hewitt Chamber of Commerce

Technical Acumen

Microsoft Office Suite (Word, Excel, and PowerPoint) Automatic Data Processing (ADP) Dealertrack

CTI Real Estate Software BusinessObjects QuickBooks Online EquipSoft Hyperion

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