Business Administration Senior Regulatory

EDUCATION:

Bachelor of Science, Business Administration, Major Accounting, University of South Alabama, Mobile, AL

Associate of Science, Business Administration, Bishop State Community College, Mobile, AL

PROFESSIONAL EXPERIENCE:

World Fuel Services, Inc. 09/2024-04/2025

Senior Fuel Excise Tax Accountant-Contract

The primary purpose of this position is to ensure indirect taxes are accrued, collected, and remitted to taxing authorities accurately, timely, and efficiently. This position will assist in all areas of the indirect tax department as needed.

Responsibilities:

Research and verify tax rates and tax codes.

Analyze returns and communicates trends of inconsistencies to tax leadership.

Assist with and/or implement automation efforts.

Review, Prepare and file fuel excise, sales and use, and other various tax returns across multiple taxing jurisdictions.

Reconcile tax general ledger accounts against tax due liabilities.

Amend prior returns to correct any past issues.

File current obligations by required due dates.

Utilizes software’s such as Avalara and AKORE where applicable for tax filings.

Maintains detailed communication regarding tax notices received and resolution efforts.

Prepare and file appropriate refunds.

Assist tax leadership with special projects.

Reconcile work papers as assigned.

Other duties assigned such as writing SOP for Excise Tax in Colorado.

Verdun Oil & Gas, LLC. 02/2023-05/2024

Senior Regulatory Accountant

Prepared multiple tax returns & royalty reporting for the following entities:

• Texas Oil & Gas State Severance Tax Reporting – Reporting for 3 entities owned by Verdun.

• Royalty Reporting for the State of Texas General Land Office-2 Entities

• Revenue Accounting-Reviewing bookings before reporting Severance Taxes.

• Reviewed tax and royalty account balances and actively worked to clear outstanding balances.

• Backup withholding for FWH and NRAWH

Adheres to the Company's values – contribution, responsibility, perseverance.

Supports Company vision and mission.

Adheres to established work schedule, attendance standards and is punctual to work and meetings.

Maintains employee confidence and corporate assets, including intellectual property, by keeping information confidential.

CONSULTING ENGAGEMENTS 2021-2022

Consolidated Asset Management Services (CAMS) 07/2021-10/2022

Senior Regulatory Accountant-Contract

Prepared multiple tax returns & royalty reporting for the following entities:

• State Severance Tax Reporting (TX & LA)-Audit Work both states

-Helped put in place updated Revenue workbooks for Tax Exemptions in Texas to be reported correctly going forward.

• Royalty Reporting for the State of Texas General Land Office

• Revenue Accounting

• Reviewed tax and royalty account balances and actively worked to clear outstanding balances.

Wapiti Energy, LLC. 01/2021-01/2021

Senior Regulatory Accountant-Contract

Prepared royalty reporting for the following entities:

• Federal Royalty (Office of Natural Resources Revenue – ONRR)-Revaluation, Regular 2014 reporting for Federal Onshore, Audit preparation and filing. 2016 Revaluation Project on Oil for Price

Amplify Energy Corporation 11/2019-9/2020

Senior Regulatory Accountant

Prepared multiple tax returns & royalty reporting for the following entities:

• State Severance Tax Reporting (TX, LA, WY)

-Helped put in place updated Revenue workbooks for Tax Exemptions in Texas to be reported correctly going forward.

• Federal Royalty (Office of Natural Resources Revenue – ONRR)-Revaluation, Regular 2014 reporting for Federal & Indian (Onshore & Offshore), Audit preparation and filing.

• Royalty Reporting for the State of Texas General Land Office

• Revenue Accounting

• Reviewed tax and royalty account balances and actively work to clear outstanding balances.

• Prepared monthly balance sheet account reconciliations related to all regulatory accounts.

• Interacted positively with other departmental personnel.

• Had the ability to manage multiple tasks and meet deadlines with minimal supervision have worked alone

at home since March when COVID started.

• Strong Excel skills

• Problem solving and analytical thinking as necessary to accomplish accounting objectives

CONSULTING ENGAGEMENTS 2015 - 2019

Oxy Petroleum-Senior Regulatory Accountant (8/2019-11/2019)

ONRR Revaluation Project-Revalued all Gas and Oil Sales to correct for new rules under ONRR statute.

Helped resolve Audits with ONRR.

Noble Energy-Accounting System Advisor (6/2018-09/2018)

Ad Valorem Project-Ad Valorem Tax True Ups-Setup revenue agreements, attach report centers and DOI’s. Input manual distribution transactions, process, validate, and complete ad valorem tax trueup’s.

Support for Acquisition and Divesture projects.

BP - Revenue Analyst (5/2017-6/2017)

Project Genesis-Taxes Sub ledger reconciliations to clear all history for software conversion. Implemented Crawford SAP Tool for use in reconciliations.

JS Enterprises, LLC. - Accounting/Office Manager (1/2016-4/2016)

Re-designed Invoicing and payables system for my company to better utilize them by sales consultants for bids on jobs. Pre-Tax year end prep on financials and 1099's.

AMS-PAR-Senior - Revenue Audit Consultant (8/2015-11/2015)

Prepared audits for clients of working interest owners hired by AMS-PAR

Quantum Resources Management, LLC (Company sold to Breitburn Energy) 6/2013-7/2014

Senior Regulatory/Revenue Accountant

Prepared multiple tax returns & royalty reporting for the following entities:

Recorded and reported revenue on various large gathering systems consisting of over 400 wells in each area in Arkansas, Louisiana, New Mexico, Oklahoma, and Texas properties in Excalibur.

ONRR(Onshore) 2014 Indian & Federal Royalty Reports (Including Audit Engagement preparation)

Apache, Comanche, and Kiowa Severance Taxes

Arkansas Gas & Oil Severance Tax, Saltwater Disposal Fees, Conservation Taxes

Oklahoma Land Commission Royalty Reports and State Withholding

New Mexico Royalty Reporting, State Withholding, and Oil and Gas Severance Taxes

Louisiana Gas & Oil Severance Taxes and Oil Site Fees- Gas & Oil

Texas General Land Office Oil & Gas Royalties

University of Texas Land Royalties** Handled multiple Engagement Audits with ONRR and Arkansas Severance Tax Audits. Revised multiple Entity reports to receive refunds for overpayments.

Dynamic Offshore Resources/ Sandridge Energy, Inc. (Company Sold to Sandridge Energy) 5/2011-2/2013

Senior Regulatory Accountant

Revised 2014 regulatory reports for ONRR/MMS(Offshore) for compliance Audits.

Have successfully closed over 130 audits for Sandridge Energy/Dynamic Offshore Resources during my 18-month period.

I.e., consists of downloading brio history and reviewing for volume, value, and product code errors.

Provided all support such as Gas, Oil, and Plant Statements for audit support.

SK & Co. Oil and Gas (filed Chapter XI) 1/2010-10/2012

Senior JIB/Revenue Accountant

Setup Joint Interest Billing in Sherware software to produce statements on monthly basis to Working Interest partners.

Setup AFE for wells.

Reconciled intercompany, checking accounts, and payables to balance with the corporate office.

Distributed costs on Capital Assets for AFE budgets. (Broke down Asset basis by cost and Accumulated depreciation.). Reviewed and calculated DDA and ARO.

Helm Logistics - Accounting Manager 4/2009-2/2011

Prepared financial statements for use by owner.

Calculated payroll and related taxes for quarterly and end of year reporting.

Managed all accounting for both Houston and Puerto Rico offices.

Reconciled inter-company, checking accounts, and payables to balance both sets of company accounts.

CONSULTING ENGAGEMENTS 1/2008-10/2008

Shell Petroleum Senior Revenue Accountant (5/2008-10/2008)

Allocated and Booked Revenues for two refined product plants in South Texas.

Reviewed volumes for accuracy before processing plants.

Updated severance tax records for all wells in Shell plants.

Updated division of interests for changes by land.

Prepared journal entries for accruals of receivables.

Anadarko Petroleum - Senior Regulatory Accountant (1/2008-3/2008)

Handled severance tax and sales tax related issues for Texas, Arkansas, Colorado, and Oklahoma for the Acquisition of Kerr McGee assets.

Managed and Updated tax records in Tips for revisions.

EOG Resources, Inc. - Houston, TX 10/2000 - 2/2007

Oil & Gas Revenue Accountant II

Booked production on approximately 1200 gas and oil wells revenue on Texas, Oklahoma, Mississippi, Kansas, and Arkansas properties (Gas, Plant, and Oil Products).

Recorded gas balancing on forty outside operated and operated wells.

Reconciled Oil and Gas purchaser statements for imbalances between working interest owners.

Prepared Mississippi gas and oil severance taxes, excise tax, and sales and use taxes.

Reconciled general ledger accounts associated with revenue, royalties, and taxes.

Prepared quarterly Oklahoma withholding tax on royalties and reconciled quarterly and yearly for 1099’s.

Recorded monthly Texas severance taxes and adjustments.

Proficient in using AS400 queries and Microsoft Excel queries.

Recorded monthly accruals and journal entries for general ledger close.

Prepared 2014 MMS Reports on Federal and Indian Properties for OKC Division.

Setup Federal and Indian leases agreements with BLM to report royalties to the MMS.

Forecast for treasury cash flows for each month on revenues for purchasers.

Reviewed Contracts for accuracy and correct pricing.

Reviewed division of interests for accuracy of interest changes and ownership.

Setup estimated and inflated division of interests.

EOG Continued:

A few Regulatory Duties included:

ONRR(Onshore)

oReported Actual and Estimates in 2014’s Federal and Indian properties. (Indian properties were done separately due to pricing valuation for Indians based on index zone.

oPrepared documentation for several Federal ONRR Transportation Audits and one Federal Indian Audit. Closed all of them with a positive outcome financially to the company.

Texas Severance Taxes

oSetup tax cross references in Artesia

oAdjusted taxes for High-Cost Gas wells in Artesia and worked with purchasers to remit correct payments of taxes.

oRebooked revenue on all adjustments covering the wells with High-Cost Tax adjustments when notice was received from RR Commission.

oNetted back large refunds on High-Cost Gas adjustments to company.

Mississippi Oil and Gas Severance Taxes

oStreamlined the process and reporting when I took over the taxes from 3 weeks to less than a week.

oMade a workbook in excel with a pivot table to calculate and populate with v-lookups all the tax forms. I made a workbook like this for oil and gas separately where I downloaded.

oProduction, lease use, and sales then refreshed it every month to calculate totals.

oWent back 3 years and recalculated Oil and Gas taxes for exempt wells netting company back over a Million dollars.

Mississippi Sales, Use, & Excise Taxes

oThe streamlined process of reporting and paying taxes went back 3 years and revised all of Sales & Use and Excise taxes for incorrect reporting of overpayment on Sales & Use taxes. All lease use tax had been paid on Sales taxes and there was No excise reported when researched I found there was a Special exemption for specialized equipment for dehydration and compression. This was reportable on a MCF basis on the excise return not sales tax return on a dollar basis creating a $64,000 return to the company.

EOG Resources Accomplishments

Prepared and processed revised for returns for Mississippi Oil and Gas Severance, Excise, and Use taxes for a period of three years netting back over a million dollars in tax refunds to EOG Resources.

Handled Federal and Indian MMS Audits with all positive income to company and standing with MMS.Worked with a major purchaser settling the difference on gas prices for a Federal Lease due to the differences of being paid with a different BTU basis from the measurement basis of wet to dry. Netting back at least over $200,000 on one well.

Oilfield Materials Consultants - Houston, TX (Company Bought out) 1/2000 - 9/2000

A Division of SEMCO Energy, Inc., Oilfield Services Management Company

Accounting Manager

Documented the accounting area's policies and procedures for the department.

Produced month-end financial statements and reconciled key inter-company accounts.

Recorded journal entries in general ledger for financial statements.

Managed cash flow between parent and subsidiary.

Compiled information summaries for General Liability and Workers' Compensation audits.

Mobile, AL

People works, Inc. - Mobile, AL (Company Bought out) 1/1999 - 1/2000

A Division of Professional Employer Services, Inc., Staff Leasing services corp.

Accountant

Managed the accounting functions of credit, collections, accounts receivable, and accounts payable.

Coordinated procedures for accounts receivable collections with sales and payroll processing.

Tracked methods of payments by new clients in accordance with corporate policy.

Prepared monthly Bank Reconciliation's of various accounts for cash flow purposes.

ACPC, Inc. - Mobile, AL (filed Chapter XI) 12/1997 - 12/1998

Electrical Cable Distributing/Manufacturing Company

Accounting Manager

Prepared, reviewed, and analyzed financial statements and operational reports.

Calculated and prepared sales taxes in 40 different state jurisdictions.

Compiled and analyzed daily cash and collateral report for lender.

Managed the functions of accounts payable and accounts receivable.

Prepared budgets and assisted management in forecasting long range goals.

Reconciled general ledger and recorded entries on key accounts.

Assisted controller in other responsibilities and projects.

Prepared COGS for electrical cable to compile inventory value for lender for collateral report.

Unisource, Inc. - Mobile, AL (Company Closed) 7/1996 - 11/1997

Pharmaceuticals Distributing Company

Accounting Supervisor/Assistant Controller

Prepared monthly billing of pharmacy and warehouse reports for hundreds of individual sites.

Produced, accumulated, and consolidated financial data for the corporation from all work units and cost units.

Analyzed entries to be put in the general ledger for accuracy and traceability.

Managed the accounting function of accounts payable, accounts receivable, credit, and payroll.

Prepared financial statements or reports to assist the controller in analyzing gross profit, budgets, and inventory.

Consolidated financial statements for reporting to parent company and sister company.

Prepared costing reports to break down cost of wholesale from distributors on price per RX pill count to get weighted average cost.

Activities, Awards, and Honors

Two Year Scholarship-Leadership Award Accounting Club

Phi Theta KappaCollege Scholastic President’s List

Honor Society Dean’s List

SOFTWARE SKILLS:

Peachtree

Macola

Microsoft Works 3.0

Kronos

IQ Report Writer/Query Software

Sherware

Gas Audit Software by Deloitte and Touché

Oracle

Microsoft Dynamics XAPTA

TIPS

Bolo

Microsoft Office (Excel, Word, Access)

Power BI

Excalibur

SLS Financial Accounting Software

Basic Programming

SAP-PRA

AS 400 /Mainframe-Artesia

Citrix Mainframe

JD Edwards

Tow Production

SQL Server

QuickBooks Pro

OneSource Tax Software

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