Financial Controller for Nonprofit Finance Leadership

Byron S. Wilhelm, CMA, CPA, CGMA

Cypress, Texas *7429 281-***-**** *************@*****.***

https://www.linkedin.com/in/byron-wilhelm-cma-cpa-cgma-0400412/

PROFESSIONAL SUMMARY

Accounting professional with 30+ years of experience in operational and financial accounting, SEC reporting, technical accounting research, derivatives and mark-to-market (MTM) accounting, risk control, ERP implementations, FP&A, treasury, and SOX compliance. Proven track record serving public, private, and non-profit entities across retail energy, oil & gas (upstream/midstream/downstream), manufacturing, healthcare, construction, engineering, and technology industries. CMA, CPA, and CGMA certified.

CORE COMPETENCIES

•SEC Financial Reporting (10-K, 10-Q)

•GAAP Technical Accounting Research & Implementation

•Revenue Recognition (ASC 606) & Lease Accounting (ASC 842)

•Derivatives, Hedging & Mark-to-Market (FAS 133 / IAS 39)

•Sarbanes-Oxley (SOX) 404 Documentation & Compliance

•Consolidation, Intercompany Eliminations & VIE Analysis

•Financial Planning & Analysis (FP&A)

•ERP Implementation & Conversion (SAP, Dynamics, OneStream, Hyperion)

•Interim Controller & Controller-Level Leadership

•Process Improvement & Internal Controls

•Treasury Management & Cash Forecasting

•Litigation Support & Forensic Accounting

PROFESSIONAL EXPERIENCE

Senior Consultant Independent Consultant (Bridge-Hire) March 2026 – Present

•Performed FP&A work supporting bank department debt renegotiation for a construction company for refineries. Researched and prepared analysis of FP&A and Financial Reporting platforms for the company to consider.

Senior Financial Reporting Consultant Independent Consultant (AXIA Partners) December 2025 – March 2026

•Led process improvement and built Smartstream reports; prepared and reviewed two 10-K filings for an oil pipeline company.

Senior Consultant Independent Consultant (Optimus) May 2025 – October 2025

•Drove process improvement and designed reconciliation workflows for intercompany accounts in the retail petroleum market.

Director of Transaction Services WG Consulting – Houston, TX September 2022 – March 2025

•Configured and trained staff on Planful for intercompany eliminations and minority interest accounting.

•Served as Senior Financial Reporting Analyst for an independent pipeline company with public debt; prepared and reviewed SEC filings, non-controlling interest footnotes, VIE analyses, consolidation packages, cash flow statements, and board packages, redesigned OneStream reports.

•Engaged as Interim Controller for oil field services, non-profit, and engineering contractor clients; created close schedules, approved reconciliations, prepared GAAP financials with manual intercompany eliminations, and implemented QuickBooks.

Director, Financial Reporting Axia Partners – Houston, TX July 2019 – August 2022

•Prepared and reviewed SEC financial reports for a pipeline company with public debt; built OneStream financial reports during system implementation.

•Directed ASC 606 Revenue Recognition and ASC 842 Lease Accounting implementation projects for clients in manufacturing, HVAC resale, oil field services, and software industries.

•Performed senior accounting duties including reconciliation of received-but-not-vouchered accounts and expense report audits for an oilfield services and manufacturing company.

Director, Financial Reporting Sirius Solutions – Houston, TX June 2004 – July 2019

•Built 10-Q and 10-K financial reporting tools and schedules for a $1.7B oil field services company during a 15-month restatement period (10 quarterly and 2 annual filings).

•Designed and documented a semi-automated AR reconciliation process and billing/fee forecasting model (within 10% of actual results) for a $290M private retail energy company.

•Developed Hyperion Excel transfer pricing allocation model and automated SAP payment reconciliation against bank XML files for a $3.4B public offshore drilling contractor.

•Served as Interim Plant Controller for a valve manufacturing plant (subsidiary of $5B public company); oversaw month-end close, budgeting, internal controls, and a 13-person accounting team.

•Reviewed contracts for derivative classification (hedge, standalone, embedded) under FAS 133 and IAS 39 for a subsidiary of a $300B international chemical manufacturer.

•Managed SOX 404 documentation projects for multiple energy companies.

•Directed intercompany termination journal entries and process development during a corporate spinoff for a $3.4B drilling contractor.

Lead Consultant Parson Consulting – Houston, TX July 2003 – June 2004

•Led litigation support engagement analyzing fixed and variable costs for outsourced warehousing/distribution at a $1.3B plastics manufacturer.

•Directed restructuring of SAP security architecture for a subsidiary of a $50B private chemical company.

•Directed SOX 404 documentation for an international oilfield products manufacturer ($282M revenue).

Risk Accounting Manager – EOM Close Shell Trading – Houston, TX September 2000 – May 2003

•Managed month-end close of gross margin for financially and intercompany settled trades and forward mark-to-market positions for all derivatives.

•Created quarterly and annual reporting requirements; automated manual functions to increase efficiency and reduce error risk.

Central Region Transitional Controller McKesson (formerly US Oncology) – Houston, TX January 1999 – September 2000

•Managed monthly close and reporting for nine medical practices representing 25% of US Oncology total revenue.

Accounting Software Consultant Preferred Management Services – Houston, TX May 1997 – January 1999

•Assisted in planning, design, and implementation of Dynamics and Platinum ERP systems, FRX, and Crystal Reporting for multiple mid-size companies.

Warehouse Accountant Associated Building Services – Houston, TX May 1996 – May 1997

•Responsible for financial accounting and weekly costing meetings for warehouse operations.

EDUCATION

Bachelor of Business Administration, Accounting – Texas A&M University, College Station, TX (August 1995)

Bachelor of Arts, History – The Ohio State University, Columbus, OH (May 1992)

CERTIFICATIONS

Certified Management Accountant (CMA) Certified Public Accountant (CPA) Chartered Global Management Accountant (CGMA)

TECHNICAL SKILLS & SYSTEMS

SAP PeopleSoft JD Edwards Microsoft Dynamics Hyperion Oracle OneStream Planful Smartstream QuickBooks Crystal Reports Business Objects Visio Microsoft Excel (Advanced)

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