Sign in

Senior Financial and Operations Executive

Dallas, Texas, United States
October 04, 2016

Contact this candidate




SENIOR EXECUTIVE with extensive Operations (COO) and Financial (CFO) experience by providing leadership, strategy and problem solving in a broad spectrum of business functions and industries.



Executive Presentations


Big 4

Mergers & Acquisitions

Financial Reporting and Corporate Governance

Vendor / customer relationships

ERP Selection / Implementation

IPO’s & Secondary Offerings

Industrial Distribution


Private Equity

Bank Relationships

Risk Management


BMK Advisory Services, Dallas, TX 2011-Present

Combine executive management with a strong financial experience to assist companies in transition including acquisition, start-up, early growth and restructuring. Services include financial accounting, cash flow planning, intensive inventory management, operations review, ERP evaluation and selection, contract negotiations and best business practices. Financial and Operations consultation for distributors of medical devices, building materials and engineered products. Founded and organized a start-up company, Residential Builder Partners LLC, a subcontracting company serving custom and production homebuilders and light commercial general contractors. Guest lecturer at Texas A&M School of Industrial Distribution on best practices as an industry expert.

ISC Building Materials, Inc., Dallas, TX 1998-2011

Wholesale specialty distributor providing interior finish out materials to the commercial and residential construction market.

Vice-president, Chief Financial Officer and General Manager

Chief executive operating a business with 190 employees in 13 locations

Lead company sales growth from $14M to $86M annually

Developed strategy and lead overall direction of company creating the largest independent drywall dealer in Texas

Acquired and/or opened nine locations throughout Texas

Implemented an industry leading information system, Infor’s SXe, to automate processes that increased efficiencies and boosted profitability by controlling operating expenses through a high-growth period. Developed KPI dashboards using Hyperion Interactive Reporting Studio resulting in increased vendor rebates and to control costs

Partnered with industry research consortiums, in conjunction with Texas A&M, to find ways to improve inventory management resulting in higher ROI’s, optimize distribution performance through better operating efficiencies, optimize gross margins, and improve sales and marketing

Best practices resulted in identifying reducing overall inventory by more than 30%,

Reduced warehouse and delivery costs by 25%

Developed customer stratification to generate data to better evaluate profitability of each customer

Key vendor relationships executive working with industry leaders to achieve best pricing

Structured working capital loan and long-term debt financing to meet companies growth

Acquired land and developed warehouse locations

Gencom American Hospitality, Houston, TX 1995-1998

A privately owned hospitality and management company comprised of more than 220 operating partnerships owning 22 hotels and other privately owned investments.

Chief Financial Officer

Initial public offering of Patriot American Hospitality and, two years later, initial public offering of Windham Hotels and simultaneous merger with Patriot American Hospitality

Completed hotel acquisitions and dispositions in the U.S., Canada and Mexico

Regular interface with private bankers from major lead banks to review the financial positions of equity investors and structure appropriate financing for future transactions

Developed and managed treasury management department responsible for more than $300M in annual operating revenue from owned entities earning interest on overnight investments

Developed and implemented financial modeling to provide accurate financial reporting and estimated federal income tax effects for the principals and investors owning the businesses

Significantly improved internal controls for all financial reporting to provide accurate and timely reporting to all partners, bankers and investors

Evaluated investment opportunities for investors and principals of the owning entities and recommended to proceed or pass on the investment

Managed corporate accounting staff responsible for all property level accounting

Deloitte LLP, Senior Manager, Houston, TX 1989 - 1995

Led real estate marketing efforts for Houston office and assisted other offices on REIT IPO sales efforts

Managed engagement services related to initial and secondary public offerings of Camden Property Trust and Summit Property Trust

Responsible for management of audit assurance and other services to the real estate, hospitality and distribution industries.


Texas A&M University, BBA, Accounting

Certified Public Accountant, Texas

Real Estate Broker, Texas


Vice Chair of Salvation Army ARC Advisory Board, Dallas Division

Member of Texas A&M University School of Industrial Distribution Advisory Board

Board of Directors, Secretary, for Point Venture Townhouse, Inc., Point Venture, TX

Executive Committee Member of The Drake Group, LLC, a buying association for specialty building material dealers

Chairman of e-commerce committee, The Drake Group, LLC

Past President of the Association of Commercial Real Estate Professionals, Houston, TX

Contact this candidate