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Travel, skiing, tennis, horse-riding, coaching, real estate, networking.


Big 4-trained CPA, CIA and CFP with CFE currently in progress.Experienced Controller- for foreign operating subsidiaries of a multibillion-dollar U.S. international energy company. - for a small private company which delivered equipment and process and well optimization services to gas and oil customers. - for a small public company manufacturing equipment for the energy, packaging and communications industries. - for a start-up provider of portal-based internet solutions.Meaningful treasury experience at a multi-billion-dollar domestic energy company.Consulted for a leading international provider of independent risk management consulting and internal audit services, and for others.

Summary of Qualifications

 - Hands-on, Operations Focus

 - General Ledger

 - Month-end Close

 - Financial Reporting

 - Audit, SOX, Compliance

 - Process Improvement

 - ERP Implementations

 - Treasury Management

 - Treasury Compliance

 - Cash Forecasts

 - Financial Analysis

 - Budget Process

 - Risk Management

 - Significant International

 - Public and Private Companies

Work experience

Senior Auditor


Senior Internal Auditor

Wachovia Bank
Dec 2008Present

Assistant Treasurer

Alon USA, Inc.

Alon USA is a petroleum refiner and marketer of automotive products under the FINA brand name. Assistant Treasurer • Liaison between Accounting and Treasury departments. • Prepare financial analyses, covenant calculations and borrowing base certificates for lenders. • Respond to queries from internal and external stakeholders. • Help develop cash forecasts.

Jan 2008Sep 2008


Superior Optimization, LP

Superior provides gas & oil process and well optimization services including well design, instrumentation selection, installation, automated monitoring / control, data warehousing and network facility monitoring. I departed when a planned sale to a private equity firm failed to materialize.Controller • Produced and presented financial statements to owners and investors.• Directly supervised all general ledger, billing, A/R, A/P and Payroll functions. • Selected and installed the MS Navision ERP system.• Converted accounting from cash basis to GAAP.• Instituted a closing process which reduced close to 5 days from 25.• Improved accounts receivable DSO to 64 days from 80.• Developed a cash flow forecasting model and a daily sales monitor report.

Sep 2002Nov 2007



Consulted for Protiviti, a leading international provider of independent risk management and internal audit services, and for others. Also owned a financial franchise and sold residential real estate.Projects included: • Sarbanes Oxley (SOX) documentation and testing projects.• Identification of process improvement opportunities.• Accounting restatements. • Tax preparation for a Dallas-based CPA firm. • Interim controller for a natural gas trading company.

Jan 2001Sep 2002


PetroSense, formerly DecisionLink

DecisionLink was a public company marketing hydrocarbon leak detection equipment to the petrochemical industry, non-invasive oxygen detection equipment to food and beverage packagers, and satellite communications equipment and services. Company filed for Chapter 11 bankruptcy protection in December 2001. Controller• Hands-on power user of MAS 200 accounting / inventory control system.• Produced financial reports and authored 10-Q Management Discussion & Analysis. • Managed the migration of ERP system. • Developed bankruptcy reporting and expense control skills.

Jan 2000Dec 2000


Springbow Solutions

This start-up provider of portal-based internet solutions grew to 150 staff and an annual run rate of $12 million before failing in the wake of the .com crash.Controller • Developed and implemented accounting policies and internal controls• Installed an accounting package and integrated 3 acquired companies. • Benefitted from Great Plains E-Enterprise training in anticipation of a merger which failed to materialize.

Mar 1998Sep 1999

Financial Consultant

Electronic Data Systems

Financial Consultant, Office of Corporate Strategy • Hired to train as Controller of one of 31 business units but ensuing CEO change eliminated all but 6 of these units. • Position morphed into facilitator of Asia/Pacific and Financial Industry business plans and strategy integration.

Jan 1980Mar 1998

Controller and Audit Manager

Caltex Petroleum Corporation

Caltex had been a New York-based joint venture of Chevron and Texaco but is now a wholly-owned sub of Chevron with refining, marketing and energy-related businesses throughout the Eastern Hemisphere. Caltex moved to Dallas before re-locating to Singapore in 1998.Controller - Caltex Services Corporation, Dallas • Captured and billed time and expense for this subsidiary provider of technical engineering services. • Managed contracts with third party, joint venture and internal customers.• Provided ongoing financial advice to management. Controller – Thailand, Bangkok • Managed accounting, treasury, IT, tax and legal functions for this strategic $1 billion marketing subsidiary.• Directed the implementation of SAP R3 Phase 1 on-time and within budget.• Negotiated and finalized borrowings with international banks. Controller - East Africa, Nairobi • Directed finance / accounting, IT, budgeting, tax and purchasing functions. • Helped restructure contracts with local partners.Regional Audit Manager - Australia / New Zealand, Sydney • Managed financial, operational and IT audits of all functions.Assistant to the Chairman - Dallas • Facilitated presentation of issues requiring approval by the Caltex Executive Committee.• Assisted with preparing Board Agenda items for consideration by Chevron, Texaco and Caltex directors.Financial Analyst - Dallas Accounting Systems Analyst, Sydney / Cape Town / Bahrain


Bachelor of Science

University of Delaware


Aug 1984Present

CPA, Certified Public Accountant

Texas State Board of Public Accountancy
Apr 2007Present

CIA, Certified Internal Auditor

Institute of Internal Auditors
Jul 1990Dec 2009

CFP, Certified Financial Planner

Financial Planning Association
Oct 2003Nov 2005

Texas Real Estate Salesperson

Texas Real Estate Commission