Houston, TX *****
Chief Financial Officer
Highly accomplished finance executive with 15+ years of experience re-structuring financial processes and functions for
small & middle market companies.
Accounting Processes & Procedures • Financial Processes • Business Development • Accounting Software
Mergers & Acquisitions • Due Diligence • Financial Analysis • Procedure Development
Debt & Equity Structures • Cash Management • Employee Development • Human Resources
An alternative energy and recycling development company. A self-funded & ongoing project.
Co-developed patented process to recycle plastics and tire materials into 99.95% high-purity hydrogen and graphite for commercial use.
Collaborated with University of Houston and University of Texas teams to research and validate recycling process, delivering process evidence to potential clients and suppliers.
Developed and led capital raising initiative by targeting angel investors, VCs, and corporate investment groups.
Presented research findings and buy-side/sale-side due diligence.
Nigen International, LLC.
An oil & gas services and products company.
Organized and rebuilt ten years of financial statements to prepare company for liquidity event and change of ownership.
Established financial management system to maintain integrity of company business. Ensured internal financial statements were GAAP compliant.
Implemented new depreciation schedules, revenue & cost allocations, and financial processes.
Installed asset and job tracking systems to maintain status of 50+ pieces of project equipment.
Re-established banking relationship with Comerica to obtain optimal loans and reduce collateral.
Technology Lubricants, Inc.
A leading provider of oil & gas services.
Analyzed financial reports detailing assets, liabilities, revenue, to summarize current and projected financial position in accordance with GAAP and company policy.
Interviewed, hired, and trained 3 member cross-functional team. Directed team in financial functions, including AR/AP, job costing, and asset tracking.
Managed banking and insurance company relationships. Reported financials to financial institutions, sub-debt lenders, and shareholders. Maintained GAAP compliance with internal financial statements.
Performed accounting reporting and functions while collaborating with CPA firm. Prepared month-end and year-end closing journal entries, monthly accruals, and reconciled balance sheet accounts.
Structured debt, sub debt, and equity for acquisition of Technology Lubricants. Planned and established Accounts Receivable and Accounts Payable policies.
Directed installation of new IT system, including network, security, servers, hardware, and software features.
Created and implemented company’s policies & procedures to establish clearly defined roles, sound business infrastructure, and consistent operational procedures.
Viridis Terra, LLC.
An infrastructure products and services company. A self-funded & ongoing project.
Developed pricing model and marketing plan for proprietary product to reduce wastewater treatment plant power usage by 70% and reduce treatment process by 20%.
Co-designed project plan budget and timeline for installation, reporting findings to city council.
Managed client, suppliers, banks, and insurance reporting to maintain financial reporting and functions as well as support research & design.
Collaborated with Presswood Engineering to install structure into wastewater treatment plant.
Main Lane Industries, LLC.
A leading provider of infrastructure products and services.
Structured and placed financing for acquisition of public company’s division, resulting in formation of Main Lane Industries, LLC.
Directed financial and human resources functions for highway & road construction company valued at $11M with 100+ employees.
Evaluated potential alliances and acquisitions and/or mergers and pension funds and investments.
Established financial management system and optimized Accounts Receivable & Accounts Payable processes. Revenue increased by 120%
Oversaw audit activities of financial statements for 7 years and ensured financial statements were GAAP certified.
Delivered month-end and year-end closing journal entries, monthly accruals, and reconciled balance sheet accounts.
Analyzing financial reports detailing assets, liabilities, and revenue to report current and projected financial position.
Tartan Holdings, LLC. CFO/Founder (1998-2002).
Interamericas Corporation VP Corporate and International Finance (1995-1998).
Small Business Development Center International Financial Consultant (1992-1995).
PFC, Ltd. International Financial Consultant (1988-1990).
Benton & Associates Associate/Financial Analyst (1982-1988).
University of Houston
Master of Business Administration, International Finance
University of Texas
Bachelor of Arts, Economics