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Sales Manager

Houston, TX
January 13, 2020

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Houston, Texas ***** 832-***-****


Finance and Operations Executive with more than 15 years leading the financial management of a company. Expertise with managing cash flows, overseeing the annual budgeting, leading audits, analyzing financial reports, implementing business procedures, reducing operating costs, and developing reporting to the board of directors. Motivating leader who develops, mentors, and empowers employees to excel.


Strategic Planning & Execution GAAP/IFRS Profit & Loss Management Budget Development & Control

Internal & External Auditing Verbal & Written Communication Customer Relationship Management

Risk & Crisis Management Vendor Management Regulatory Compliance Inventory Management


First Cornerstone Group, LLC – Houston, Texas

Director of Finance and Operations 8/2019- Present

First Cornerstone Group is in the real estate investment education arena. We teach a system for investing in small apartments while utilizing the same strategies to build our own apartment portfolio. We also provide coaching and lead generation for students as well as data analysis of potential deals.

I am functioning in more of a General Manager role in this position. While managing the management team I am also responsible for managing the P&L, Sales, Marketing, Customers Service, and overall day to day operations of the Houston office.

Create and implement Marketing plans to increase lead generation and social media presence

Generate sales strategies to more than double online sales and increase floor sales from 40% of KPI to 80%

Develop budgets to identify areas for cost savings and create action plans to reduce costs

Establish and utilize analytics tools to predict sales and resurrect workshops to increase sales

Systemize marketing efforts to increase effectiveness of joint venture promotions and sales

Oversee accounting and payroll

Revenue forecasting

Transformation Enzymes Corporation-Houston, Texas 1/2018-7/2019

Director of Finance and Operations

Transformation specializes in education and is a distributor of natural supplements in the holistic nutritional arena.

Oversaw high-level accounting, Operations, works with manufacturers on production, part of the leadership team, oversaw HR functions, worked to improve processes throughout the organization, worked on budgets and goals, oversaw software implementation.

Working to improve sales and profitability.

Increasing bottom line profitability by reducing costs and improving efficiencies

Implementing a corporate structure (EOS)

WilsherCo, Inc. WILECO, Inc.-Houston, Texas 1/2012–3/2017

Director of Finance and Operations Acting CEO


Page 2 832-***-****

WilsherCo is a parts distributor mainly to the petro-chemical industry. WILECO is a service company specializing in Electric Heat Tracing and gas detection system design and installation.

Oversaw high-level Accounting, Operations, Design, and Sales operations with mid-manager direct reports of Accounting Manager, Operations Manager, Design Manager, Sales Manager and sales team. Developed business plan for both organizations to increase product and service offerings, and strategy to reach long- and short-term goals. Instituted policies and procedures in an organization that was unable to produce results.

Increased combined revenues to $8.8 million from $3.2 million in three years.

Drove revenue to $4.6 million from $800,000 in three years after identifying WILECO as having High growth potential and implementing strategic plan.

Increased WilsherCo. Gross Profits to 42% from 36% in one year by constructing and implementing a pricing structure based on sales volume of customers. Maintained the structure by working with sales personnel to adjust and update it as needed.

Evaluated potential acquisitions and developed strategic plan for incorporating new offerings and staff into the organizational structure.

Assumed the lead in setting strategic goals and planning to achieve set objectives.

Strategic leader and Entrepreneurial Operating System (EOS) integrator.

Tripled the number of employees in the organization.

Managed general operations including but not limited to contract review, cash flow decisions, utilization of credit, legal and council engagement and managing contractors.

Established projections and budgets for both organizations.

Prepared and presented annual reports to the Board of Directors.

Increased products and service offerings

Drove structure and accountability into the sales function of the business

Instituted Customer Relationship Management (CRM) software and policies.

Set goals for the team and individual salespeople.

Required sales plans and account plans from all salespeople.

Developed marketing plans for print and Internet presence.

Steered market diversity to lessen the impact of industry downturns.

Finalist for Houston Business Journal’s CFO of the Year.

United Healthcare, Public Sector-Houston, Texas 6/2010–3/2011

Data Extraction (Contract position under Ranstadt)

Trained to approve care for patients in long-term care.

Troubleshot errors in program and assisted with corrections.

Pearson, Houston, Texas 3/2009–5/2009



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Rhom and Haas-La Porte, Texas 1/2001–2/2009

Warehouse Manager (contract under Zachry Construction)

Slashed overtime 75% and increased production 50% by developing and implementing a cross training program, allowing any employee to handle any position, with several employees work on a project to complete it faster.

Reduced costs $4,000 per unit on an average of 100–150 units per year and reduced down time from 3 week minimum to 2 days maximum by working with DOT and safety personnel to develop the process and procedure to perform this testing and the needed repairs in house.

Sears-Midwest City, Oklahoma 6/2000–10/2000

A/P Manager

Efficiently managed the accurate and timely processing of invoices. Reviewed all invoices, validating all content and resolving various issues.

Strengthened company's vendor/supplier relations by continuously corresponding with vendors via phone, email or written communication.


University of Houston, Clear Lake Master of Science (M.S.), Accounting

University of Houston, Clear Lake Bachelor of Science (B.S.), Business Administration

The Strategic CFO CFO/Controller training course


Microsoft Word, Excel, Access, and PowerPoint SAP VISIO Oracle Peachtree QuickBooks Idea NetSuite Great Plains Multiple CRM applications


Financial Executives International, 2017-Present

University of Houston Clear Lake Accounting Advisory Board, 2018-Present

Center for Houston’s Future Business forum Graduate, 2015

Vistage International, 2014–2017

University of Houston, Clear Lake Alumni Association Executive Council, 6/2016–Present

World Affairs Council of Houston, 2014–2017

National Society of Leadership and Success–Presidential Lifetime Member

AICPA, TAICPA, Houston CPA Society, and ACFE

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