CFO/Controller

THOMAS A. LANE

STRATEGICALLY FOCUSED EXECUTIVE

Houston, Texas 77042

Mobile 713-***-**** **********@*****.***

Linkedin - thomas-a-lane-236b8b81

Strategically focused executive/CFO with expertise in developing and executing efficient accounting processes and systems while maintaining a strong control environment.

Expert manager of financial and operational strategy, including KPIs, control systems, budgets and prompt reporting of accurate financial results.

Experienced in studying economic trends and revenue opportunities and applying the results to operations efficiency, cost reduction and systems enhancements, budget creation, acquisition and growth strategies, capital accumulation and shared services.

Five year Big 4 Accounting alumnus

CPA, Inactive

CAREER PROGRESSION AND EXECUTIVE CONTRIBUTIONS

Ad Results Advertising, LLC/Ad Results Media, LLC – Houston, Texas 2016 - 2017 CHIEF FINANCIAL OFFICER

Managed all financial recordkeeping, banking, cash flows and human resources for several related entities and oversaw the creation of new HR, accounting, banking and credit relationships for a newly created merged entity. Responsible for accounting systems, daily processing, reconciliations, A/P, A/R, control design and implementation, period-end, taxes and financial reporting.

Established and implemented new accounting systems for new company and engineered a successful transition to the new company and wrap-up of the old books. Developed accounting processes and controls for all aspects of the operation.

Implemented new online, paperless HR system and benefit plans for a multi-state operation with less than one month lead time. In an efficiency and compliance move, I successfully shifted the pay period to provide a buffer between reporting date and pay date.

Redesigned the existing 401(k) to cover all employees of the new entity and transitioned the plan to a new online provider.

Brooklet Energy Distribution, LLC – Houston, Texas 2015 CHIEF FINANCIAL OFFICER

Managed all financial recordkeeping, banking, cash flows, human resources, product analysis and structuring, process auditing and compliance. Responsible for accounting systems, daily processing, reconciliations, A/P, A/R, control design and implementation, period-end, shared services management and implementation, taxes and financial reporting.

Converted main CIS system to a new-to-the-market system and developed appropriate applications

Implemented full redesign of accounting system from the chart of accounts to financial reporting, adapting the process to the new CIS system, and installed control environment parameters

Developed analytical models for use in product design and evaluation

Implemented shared service strategy initially covering HR, advertising, and support areas with additional planned rollout to accounting and employment functions LEADERSHIP EXPERTISE

Global Operations

Strategic Planning

SOX Controls and documentation

Contract Negotiations

Investment Program Design and

Execution

Treasury and Liquidity

Management

Debt Compliance and

Maintenance

Budget Preparation and

Evaluation

THOMAS A. LANE

STRATEGICALLY FOCUSED EXECUTIVE

Houston, Texas 77042

Mobile 713-***-**** **********@*****.***

Linkedin - thomas-a-lane-236b8b81

MetroBank, N.A. – Houston, Texas 2005 - 2014

SENIOR VICE PRESIDENT - TREASURER

Managed liquidity, investments and debt portfolios, developed products and promotional strategies. Developed and implemented pricing strategies and funding strategies, managed ALM function for two banks and one holding company. Researched and implemented GAAP and SEC rules for debt, hedges, investments, OTTI, capital, equity, deposits, interest rate risk, liquidity, fair value and other areas.

Executed interest rate swap on trust preferred debt. Executed a cap and designed hedges for loans and securities to reduce risk and stabilize income. Designed, executed, accounted for and maintained BOLI program initially generating 8% pre-tax income.

Negotiated and implemented changes to lock-box program to reduce annual cost by 80%.

Developed valuation models for securities and debt instruments for financial reporting purposes.

Conducted due diligence reviews of financial data for merger opportunities and performed calculations for goodwill and core deposit intangibles on completion of transactions, avoiding the cost of outsourcing.

City of Houston, Office of the City Controller – Houston, Texas 2000 - 2005 ASSISTANT DIRECTOR – PORTFOLIO MANAGER

Responsible for maintaining, reporting and accounting $2.5 billion investment portfolio. Performed all accounting for investments including daily entries, reconciliations, period-end accounting and monthly and annual reporting. Developed and implemented investment strategies that met the liquidity, safety and yield objectives. Maintained the Water & Sewer debt programs and assisted in other debt offerings.

Invested proceeds of five new construction bond issues for the City adding more than $400 MM to assets under management realizing an increase to $3 billion under management.

Managed issuance and rollover of City’s $700MM Water & Sewer Commercial Paper program and managed one General Obligation Commercial Paper program.

Awarded top AAAf/S1 rating by Standard and Poors following initial evaluation of the investment portfolio, the third city portfolio in the United States evaluated by S&P Members Choice Credit Union – Houston, Texas 1994 – 2000 VICE PRESIDENT – FINANCE/CHIEF FINANCIAL OFFICER

Member of Senior Leadership Team representing finance, accounting, investments, internal controls, compliance, strategic planning, budgeting and reporting for a progressive, growing $125 MM financial institution. Led the Accounting Department, implementing numerous changes to improve efficiency. Led the design and execution of daily accounting, reconciliations, A/P, A/R, budgets, controls, research, period-end accounting and reporting for the entire operation.

Designed and implemented investment policies and procedures. Restructured portfolio to increase yields by 25-30% within the first year while significantly reducing overhead and increasing liquidity.

Created templates for branch development, mergers and acquisitions and product pricing decisions based on financial analysis. Managed shared branch processing for customer transactions.

Analyzed fees and operating expenses, finding opportunities to increase net income by 5%.

Developed and implemented relationship pricing models to reward account holders with lower fees and better rates as balances increased and activity grew. THOMAS A. LANE

STRATEGICALLY FOCUSED EXECUTIVE

Houston, Texas 77042

Mobile 713-***-**** **********@*****.***

Linkedin - thomas-a-lane-236b8b81

OTHER EXPERIENCE

Family First Federal Savings Bank – Clifton, New Jersey 1991 – 1993 Vice President – Chief Financial Officer

KPMG – Short Hills, New Jersey 1986 – 1991

Supervising Senior Auditor

EDUCATION

Syracuse University, Syracuse, New York – BS, Accounting, cum laude COMMUNITY ACTIVITY

Special CHEERS, Houston, Texas - volunteer at a local non-profit organization for children with challenges, advisor on financial and accounting issues and assists with the care and maintenance of the facilities and animals

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