CONTROLLER

P&L / Customer Relations / Forecasting / Multi-

Markets & Products / New Business / ROI / M&A

Profit Improvement / Risk Management / Start-ups /

Strategic Planning / Cash & Debt Management

A finance SME, I have expertise in balance sheet

management, corporate budgeting, strategic planning

and solving financial needs.

With a demonstrated ability to raise private

capital, assist in M&A, create business plans and

restructure debt, I improve cash flow. I am

a key player in increasing revenues and

profitability.

- Advising and consulting financial solutions

for diverse industries, improving profitability

- Forecasting and capitalizing on industry

trends

- Creating and implementing financial solutions

that improve cash flow

- Training and mentoring high-performance

organizations

I earned both my MBA in Finance and BBA in

Economics from the University of St. Thomas,

Cameron School of Business. With exceptional people

skills, I am known for having instincts for what

will make money, while relating easily to people at

all levels. I successfully promote new ideas and

work well alone or as an integral

part of a team.

CAREER HISTORY

Vice President, NewFirst Bank, 2007 to 2010. $367M

privately held financial firm. Recruited to

facilitate best practice strategies, resulting

in significant revenue increases. Developed $28M

loan portfolio and $14.5M deposit portfolio.

Increased portfolio 15%, improving Return

on Assets from 1.76% to 2.10% in two years. Managed

three direct reports and $2M budget.

Vice President, Sterling Bank, 2003 to 2006. $740M

financial and mortgage regional bank. Developed and

maintained profitable

account relationships with commercial customers.

Received recognition for maintaining low monthly

past-due loan ratios of $2.5% or lower. Led two

direct reports.

Vice President / Business Banking Manager,

SouthTrust Bank 2000 to 2003. Multi-state bank with

600 offices, bought out by Wachovia.

Selected to build Business Banking unit from the

ground up. Leveraged in-depth product knowledge to

educate unit on bank lending and deposit policies.

Retained customers when colleague

attempted to change banks upon departure. Managed

up to seven direct reports and budget of $1M.

Earlier: Assistant Vice President, SBA Lending,

Comerica Bank. Senior Credit Analyst, Small

Business Loan Source. Credit Analyst

& SBA Servicing Officer, Metrobank.

Other Professional: Executive Leader, Kids Meals of

Houston, Inc., 2008 to Present. Non-profit

organization. Finance chair and treasurer

feeding 1400 pre-school children, once a day, five

times a week. Manage cash flow, audits and budgets,

with Board Reporting responsibilities. Manage two

direct reports.

Contact this candidate