Boerne, TX 78015
Highly effective controller with 20+ years of experience in maximizing return on financial assets, managing teams, policies, procedures, and controls. Experienced in producing full financial statements, business analytics, asset controls, and ensuring compliance with all reporting requirements. Analytical professional skilled in determining sources of loss and inefficiency and implementing corrective measure to save time, cut costs, and recover losses. Established reputation as a results-oriented individual that sets high standards and collaborative leader continually focused on building relationships and driving positive change.
Software skills include:
Word Excel PowerPoint Outlook Edge/Chrome Windows 7/8/10/XP/Vista Apple/Mac SQL
Various POS Systems Peachtree Platinum General Dynamics /Great Plains Sage/Timberline SAP
QuickBooks Yardi NetSuite ERP ADP and Paychex Web Based Payroll Systems
Experience & Notable Contributions
INTERNATIONAL PROJECT SERVICES (IPS), Inc. Boerne, TX 2016-Present
A privately held corporation engaged in providing a broad range of project and engineering management consulting services to the world-wide oil and gas industry.
Provide accounting and financial analytics. Design chart of accounts, ledger & financial statement setups and project costing platforms. Produce all governmental compliance reporting.
Provide necessary hands-on accounting expertise and processing.
Developing project forecasting and budgets to help improve awareness of profitability.
Determine and apply revenue recognition processes and improve the timeliness of client billings.
COTTER PROPERTIES, INC. San Antonio, TX 2014-2016
A privately held commercial real estate firm with $50M in revenue spanning 75 properties; including office, multi-family, retail, nursing homes and farms, located in 5 US states and encompassing over 3M leasable square feet.
Produced and distributed multiple consolidated financial statements. Identified KPI’s and provided daily tracking results. Supervised strict application of CAM recovery reconciliations and estimates. Adhered to financing reporting covenants required by creditors. Coordinated Banking and Debt Service solutions and business oversight.
Managed 5 accounting staff members, as well as 6 property support teams. Trained and developed team members in their specific responsibilities.
Integrated appropriate reconstruction of accounting functions with hands-on management resulting in more efficient processing of accounts receivable collections, accounts payable processing, and payroll and ledger reconciliations. This greatly reduced the receivable and payable aging improving cash flows and vendor relations.
Maintained strict financial reporting requirements by outside creditors and banking institutions.
Ensured GAAP & BOMA compliance and, established timely financial reporting formats, including daily financial dashboards, cash flow models, projections, budgets and their respective variances.
Developed short and long-term strategic planning models resulting in reduced cash short falls and increased owner’s equity.
Converted multi-state payroll processing to centralized in-house functionality reducing costs and improving efficiencies.
Sourced and integrated employee health care benefit program for Company in accordance with the Affordable Health Care Act. Financial strategies were achieved in order to afford health care coverage for over 75 employees.
Synchronized IT solutions and maintenance. This helped to reduce costs of outsourced technical support for both hardware and web based software issues.
SUNDAY RILEY MODERN SKINCARE, LLC Houston, TX 2013-2014
A multi-national luxury cosmetics niche Brand which manufactures, markets and distributes to major retailers worldwide with revenues exceeding $18M.
In cooperation with existing VC investment firm, developed new financial reporting and controls. Maintained all accounting functions including A/P, A/R, Account Reconciliations, Fixed Assets, Accruals, Amortizations & Depreciations and Full Financial Statement reporting. Processed multi-state payroll and respective tax filings. Coordinated risk management providing best source options for appropriate insurance coverages.
Developed financial & operational dashboard reporting and monitoring KPI’s. This helped provide owners and department heads to best measure performances on a daily basis.
Sourced and integrated new global ERP System including training of key personnel on functionality. This greatly improved business analytics and supply chain management.
Supervised manufacturing and inventory controls, reducing waste and inventory shrinkage by 75%.
Integrated new level of accounting and financial management software including job costing. This improved transparency and up-to-date financial status tracking capabilities for various department heads.
Identified extended and unaccounted liabilities and mediated settlements avoiding litigation and potential negative judgments exceeding $1M.
Established and maintained timely financial statement reporting.
HP ENERGY SOLUTIONS Houston & Dallas, TX 2010-2013
A $15M energy Company providing service, consulting, construction, and installation solutions for air conditioning, heating, and insulation systems including solar and geo-thermal technologies.
Managed Accounting Process including AP, AR, Payroll, Inventory Control, Cash Control, Online Banking, Bank Reconciliation, and Fixed Asset Management. Provided production and review of Company’s job costing including estimating and variance analytics.
Directed and participated in process improvements utilizing an ERP system and applying lean accounting techniques. This allowed management to better understand the ratios of positive execution of departmental objectives.
Through tight accounting, receivables oversight and cash management controls, improved the Company’s operating cash flow by 300%.
Responsible for all general ledger monthly reconciliations including credit card transaction reconciliations.
Integrated fleet management controls thereby reducing respective project costs by 27%.
Negotiated aged payables and lien judgements to amicable settlements bringing general liabilities to a current and manageable status.
Established non-static budget and forecasting models to best compare performance to plan.
Career Note: Previous positions include Controller & Asset Manager at Splichal Holdings, LLC (Los Angeles, CA, 2002-2010), a multi-business entity organization including: Real Estate, Retail, Consumer Goods & Wine Futures and, Divisional Controller at LVMH-Moet Hennessy Louis Vuitton Group (Watch & Jewelry Division, New York, NY & Los Angeles, CA, 1990-2002) a multi-national luxury goods conglomerate.
Education & Training
Bachelor of Arts in Financial Accounting UNIVERSITY OF SOUTHERN CALIFORNIA Los Angeles, CA