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Work experience

Apr 2009Present

Chief Financial Officer

Stake Center Locating

My responsibilities include reporting to and partnering with the president and CEO regarding the financial policy and direction while also being an active participant in, and driver of, the organization’s overall strategy. I lead all financial administration, business planning, and budgeting. As a member of the senior leadership team, I will work closely with a motivated and engaged finance and governance committee as part of the board of directors.

Specific responsibilities include:Finance

  • Oversee cash flow planning and ensure availability of funds as needed.
  • Oversee cash, investment, and asset management.
  • Oversee financing strategies and activities, as well as banking relationships.
  • Develop and utilize forward-looking, predictive models and activity-based financial analyses to
  • provide insight into the organization’s operations and business plans.
  • Planning, Policy, and Investor Relations
  • Coordinate the development and monitoring of budgets.
  • Develop financial business plans and forecasts.
  • Participate in corporate policy development as a member of the senior management team.
  • Engage the finance committee of the board of directors to develop short-, medium-, and long-term financial plans and projections.
  • Represent the company to financial partners, including financial institutions, investors, foundation executives, auditors, public officials, etc.
  • Remain up to date on audit best practices.

Accounting and Administration

  • Oversee the accounting department to ensure proper maintenance of all accounting systems and function.
  • Ensure maintenance of appropriate internal controls and financial procedures.
  • Ensure timeliness, accuracy, and usefulness of financial and management reporting.
  • Coordinate audits and proper filing of tax returns.
  • Ensure legal and regulatory compliance regarding all financial functions.
Apr 2007Sep 2008

Account Executive

Transfac Capital

-Managed 10+ client accounts with over $2,000,000 funds employed, specifically responsible for client relationship maintenance, risk monitoring and analysis, and transaction processing -Obtained a detailed understanding of accounts receivable financing, asset based lending, equipment based lending and its application in various industries -Aided in the in underwriting process in regards to identifying potential client risks, acquiring credit information, and setting credit limits.

Education

Aug 1999Jul 2003

Business Administration

Texas A&M University

Skills

MS Office
Payroll Manager
A/R and A/P
Financial Statements
Business Process Re-Engineering
Cash Flow Management and Modeling
Budget Development and Management
Financial and Strategic Planning

Custom

Summary

Senior Level Executive with hands-on experience in management, business leadership, budgeting, risk management, regulatory compliance and working with Board of Directors, Banks, and Attorneys. An established record of success in significantly growing enterprise value. Strong in financial accounting management, banking, cash management, and staff management & development. Specialties:

Financial and Strategic PlanningBudget Development and ManagementCash Flow Management and ModelingBusiness Process Re-EngineeringFinancial Statement AnalysisA/R and A/PPayroll ManagementMS Office

Interest

Cycling

Hiking

Camping

Community Involvement

Family Time