Julie Izard, CPA 214-***-****

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Senior-Level Financial Executive

A leader of financial and accounting functions who offers proven expertise in planning and executing strategies that optimize both top- and bottom-lines while ensuring compliance to all state and federal regulations. Excels in overseeing M&A activities, streamlining business functions across multiple locations, and adopting policies/systems that facilitate financial and operational objectives. Builds, trains, and develops highly effective teams, including management-level staff.

Areas of Expertise

Financial Management Cost Controls Covenant Reporting P&L

ERP/Accounting Systems Strategic Planning Policy Development M&As

Benefits/Compensation Team Leadership Process Improvement Proposals

Financial Planning/Analysis Sales Forecasting Project Management Multi-FEIN

Training/Development Customer Service System Implementation Cost Tracking

Select Career Highlights

Developed and implemented project-based tracking for capital projects for new construction and remodels of existing properties in order to track capital expenditure project costs, accurately report actuals vs budgets, and forecast future projects cash flows to ensure ongoing liquidity.

Coordinated 3 acquisitions (80 locations) across multiple states with multiple FEINs and holding companies, ensuring purchase price accounting was accurate and in accordance with GAAP and that all new employees were setup in the correct reporting entity.

Developed the payroll GL export for multiple FEINS, reducing the staff work time from four days to two hours.

Setup multiple sales tax payment plans with various state DOR and tax agencies in order to achieve compliance with state laws for several separate and distinct business entities and reduce fines and penalties.

Developed and implemented new sales and use tax reporting procedures for all entities and worked closely with each state to ensure compliance; served as point person for sales and use tax audit and assisted in settlement negotiations that resulted in $100K+ of reduced assessments and fines from periods prior to assuming leadership.

Cut month-end close cycle from 15 to 7 days by automating GL import process and streamlining accrual process.

Coordinated completion of 6 stalled audits aged over 2 previous years with an outside audit firm critical to positioning the company for acquisition opportunities.

Coordinated ERP implementation from Microsoft Dynamics GP to Oracle Cloud and served as subject matter expert for fixed assets.

Implemented and developed new HRIS system touching over 1000 employees in 6 states and 7 FEINs.

Built out Corporate Accounting Department from the ground up.

Professional Overview

TMX Finance, LLC – Dallas, TX March 2019 to May 2020

One of the nation’s largest title lending companies, generating $900M+ in annual revenue across more than 1000 locations in 16 states; employees more than 4,000 personnel.

VP, Corporate Controller

Managed all aspects of daily, monthly, and year-end accounting and ledger processing, bank account reconciliation, revenue recognition, loan loss provisioning, high volume cash transaction reconciliations, deferred compensation and payroll accounting, fixed assets, internally developed software capitalization, unclaimed property and escheat reporting, cash flow projections, 1099 processing, book to tax analysis, franchise tax analysis, AP, and auditing. Supervised 7 managers and 30+ staff, providing training and mentoring to improve performance and lower turnover.

Coordinated ERP implementation from Microsoft Dynamics GP to Oracle Cloud and served as subject matter expert for fixed assets.

Built out Corporate Accounting Department from the ground up.

Lead the accounting for the rollout of a shared services entity merging two corporate companies, ensuring all financial statements were accurately stated and accounting entries were properly recorded.

Produced month/quarter/year-end consolidated financial statements.

Lead quarterly audits with outside audit firm.

Partnered with outside tax firm on various federal and state corporate tax filings.

Partnered with various department head providing guidance on budget to actual variances.

Partnered with various department leaders on new products and processes to ensure accurate financial reporting per GAAP and tax pronouncements.

Developed and deployed company accounting procedures for various processes to ensure consistency, reduce redundancies, and improve overall workflow and department efficiency.

Chronos Solutions, LLC – Coppell, TX February 2018 to March 2019

A national technology-enabled real estate financial services provider delivering complete, end-to-end, mortgage and real estate services, generating $64M+ in annual revenue with strategic hubs in 5 states employing approximately 300 individuals servicing the entire US.

VP of Finance and Accounting

Managed all aspects of daily, monthly, and year-end accounting and ledger processing, bank account reconciliation, unclaimed property and escheat reporting, 1099/payroll processing, tax reporting, AP/AR, and auditing. Led 5 managers and 15 team members, providing training and mentoring to improve performance and lower turnover.

Coordinated completion of 6 stalled audits aged over 2 previous years with an outside audit firm critical to positioning the company for acquisition opportunities.

Produced month/year-end consolidated financial statements for five individual companies.

Prepared and submitted quarterly state financial schedules.

Established procedures for allocation of cost between various companies and shared services.

Worked with outside audit firm to complete and issue four stalled financial audits.

Served as accounting liaison to tax accountants, customers and vendors.

Developed and deployed company accounting procedures for various processes to ensure consistency, reduce redundancies, and improve overall work-flow and department efficiency.

Chalak Mitra Management Services – Dallas, TX May 2016 – October 2017

Shared services arm of a private equity investment firm headquartered in Dallas, Texas, with capital and management services in companies that operate restaurants, retail, real estate, hospitality, and sports operations. Generates $400M+ in annual revenue across more than 300 locations and FEINS, employing in excess of 10,000 employees in 35+ states.

VP of Accounting/Controller

Managed all aspects of daily, period, and year-end accounting and ledger processing, including high-volume bank account reconciliation, AP, tax processing, cash flow forecasting, vendor negotiations and management, 1099/payroll processing, year-end audits, treasury functions, and loan covenant reporting. Led 5 managers and 17 team members.

Implemented a new accounting system to increase efficiency and accuracy while lowering labor costs 38%.

Developed and implemented project-based tracking for capital projects for new construction and remodels of existing properties in order to track capital expenditure project costs, accurately report actuals vs budgets, and forecast future projects cash flows to ensure ongoing liquidity.

Coordinated 3 acquisitions (80 locations) across multiple states with multiple FEINs and holding companies, ensuring purchase price accounting was accurate and in accordance with GAAP and that all new employees were setup in the correct reporting entity.

Developed the payroll GL export for multiple FEINS, reducing the staff work time from four days to two hours.

Setup multiple sales tax payment plans with various state DOR and tax agencies in order to achieve compliance with state laws for several separate and distinct business entities and reduce fines and penalties.

Developed and implemented new sales and use tax reporting procedures for all entities and worked closely with each state to ensure compliance; served as point person for sales and use tax audit and assisted in settlement negotiations that resulted in $100K+ of reduced assessments and fines from periods prior to assuming leadership.

Produced month/year- end consolidated financial statements for seven branded restaurant concepts.

Administered monthly shared services agreement calculating fees charged to restaurants.

Prepared and submitted monthly and quarterly loan covenant schedules.

Served as accounting liaison to various outside experts, including tax accountants, outside accountants for 3 branded restaurant groups (200+ locations), external auditors, and other contractors engaged by partners.

Cottonwood Financial Administrative Services, LLC – Irving, TX September 2006 to May 2016

One of the largest privately held retail consumer finance companies in the consumer finance industry, generating $250M+ in annual revenue across more than 300 locations in 7 states; employees more than 1,000 personnel.

Corporate Controller

Managed all aspects of daily, monthly, and year-end accounting and ledger processing, bank account reconciliation, ACH and collection processing, unclaimed property and escheat reporting, cash flow projections, statistical reporting, property and casualty insurance, workers’ compensation insurance, 1099/payroll processing, tax reporting, AP, and auditing. Supervised 5 managers and 30 staff, providing training and mentoring to improve performance and lower turnover.

Coordinated the merger of two companies, buyout of a general partner, and separation of the parent company into five LLCs, ensuring all financial statements were accurately stated, accounting entries were properly recorded, and employees were transferred to the correct FEIN while adhering to month-end close deadlines.

Implemented new POS system fully automating the GL import process, reducing errors and processing time.

Deployed a new HRIS system that eliminated redundancies, improved accuracy, and lowered labor cost.

Produced month/year-end consolidated financial statements and statistical management reports for nine individual companies (brick and mortar and online).

Administered monthly shared services agreement calculating fees charged to sister companies.

Prepared the annual operating overhead budget used to allocate overhead expenses to each location.

Fidelity national Title Insurance Co. – Austin/dallas, TX May 2003 to September 2006

Two divisions of one of the nation's premier real estate service companies, providing title insurance and other real estate-related products and services with origins that can be traced back 150 years.

Division Controller

Managed all aspects of daily and monthly accounting and ledger processing, annual budget, bank account reconciliation, bank wires, unclaimed property and escheat reporting, statistical reporting, 1099/payroll processing, AP, and auditing. Supervised 3 managers and 10 staff, providing training and mentoring to improve performance and lower turnover.

Produced month-end divisional financial statements and statistical management reports for two divisions with 20+ locations in Austin and Dallas, TX.

Prepared the annual division budgets and presented to company executives.

Chosen to attend national leadership development workshop.

USLIFE – Neptune, NJ February 1995 to May 1996

A global insurance company with operations in more than 80 countries and jurisdictions, providing a range of insurance products to support our clients in business and in life, including: general property/casualty, life insurance, and retirement and financial services through our General Insurance, Life and Retirement and Investments business units.

personnel.

Auditor II

Internal auditor handling a variety of control, compliance and financial audits including audits of third party administrators.

Completed assigned audits with recommendations for improvements and continued oversight of areas with below satisfactory results.

Established new audit procedures that resulted in the discovery of $100K+ of unprotected insurance.

State Farm Insurance Co. – Austin, TX July 1990 to July 1994

A mutual insurance company primarily focused on its policyholders. Offering about 100 products and services, in five different lines of business with more than 58,000 employees and more than 19,000 independent contractor agents service 83 million policies and accounts throughout the U.S.

Accounting Supervisor III

Managed various accounting units including: daily and month-end accounting and ledger processing, bank account reconciliation, unclaimed property and escheat reporting, statistical reporting, 1099 processing, AP, and auditing. Supervised 5 lead accountants and 30 staff, providing training and mentoring to improve performance and lower turnover.

Produced divisional financial statements and statistical managements reports.

Coordinated internal divisional audit unit which included compliance, control, financial and claims audits.

Trained agency staff on the use of new premium collection and reporting software.

Selected to train as CAT claims examiner.

Selected to attend national leadership development training.

Education & Credentials

M.B.A., International Business and Economics – LeTourneau University

B.B.A. (with honors), Accounting & Finance – Texas A & M University at Corpus Christi

A.S., Insurance Accounting and Finance – Insurance Institute of America

Certified Public Accountant (2004, Texas, active)

Technical Skills

ERP/Accounting Systems: Oracle, Microsoft Dynamics GP/SL/NAV, Sage Fixed Assets and Quick Books Pro

Payroll/HRIS Systems/Software: Ultipro, ADP, Kronos and Ceridian; MS Office (Excel, Word, PowerPoint)

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