Visionary CPA business professional with broad-based experience in accounting, finance, & related fields demonstrating progressive advancement with leading companies in the DFW area. Proven ability to apply fundamental business acumen with clarity and imagination across industry boundaries such as financial services, supply chain management, healthcare, consulting, business process outsourcing, & retail.Select accomplishments include:* Built accounting & finance infrastructure for a $400 million specialty pharmaceutical business unit experiencing 75% revenue CAGR.* For a $4 billion specialty retailer, stabilized systems & processes for AP ERP post-conversion by directing cross functional team. Negotiated $60 million in payments & $5 million in related chargebacks, restoring credibility among vendors.* For the same retailer, developed KPI's to drive accountabilities & increase efficiencies across 70 staff members & responsible functions, resulting in 14% ($513K) compensation cost savings in 2008.* For the same retailer, reduced corporate travel administration service costs by 65%, resulting in $180K savings to bottom line and 92% compliance.* For a multi-billion $ TX bank, designed & implemented a loan agreement compliance program for a multi-million $ DFW commercial & real estate lending portfolio, standardizing & minimizing credit exposure.* For a $400 million aftermarket provider of aircraft parts & related technologies, directed the implementation of AP & related modules for a company-wide ERP conversion.* For a $4 billion global business process & technology services provider, reconciled & closed multi-million $ of approximately 50 unclaimed class action settlements, coordinating among attorney clients, claimants, & financial institutions.* Analyzed, evaluated, & negotiated resolution of $6 million of aged pharmaceutical contract chargeback receivables for a Fortune 18 healthcare company.
May 2006 - May 2009
Director, Accounts Payable and Corporate Travel Administration
Directed Accounts Payable and Corporate Travel Administration function for a $4 billion specialty retail company, including setting overall direction, maintaining an effective department structure, and developing and maintaining policies and processes to ensure accurate and efficient payments to all vendors in accordance with agreed business terms. Responsible for maintaining effective relations with vendors, suppliers, store management and corporate departments. Partnered with merchants and procurement personnel to drive profitability, effective pricing through consolidated spend, and effective working capital management.
Sep 2005 - Apr 2006
Robert Half Management Resources
Managed multiple concurrent engagements of senior level consultants assisting clients in meeting financial project requirements, goals, and objectives.
Jan 2004 - Sep 2005
Affiliated Computer Services
Directed and established procedures for all finance and accounting functions supporting the Group Controller, Senior Vice President and operations staff of a multi-million-dollar securities class action administration business unit. Supervised staff on financial matters, profit/loss analysis, forecasting, and management of banking and attorney relationships. Prepared consolidated reporting on bonus incentives and sales commissions for $1.3 billion Commercial Solutions Group; analyzed activity (reserves and expenses) to ensure compliance with stated plans.
Sep 2000 - Dec 2003
Director of Finance (Controller), McK Specialty Pharmaceuticals
Directed all financial activities of the $400 million Specialty Pharmaceutical Distribution Division of a Fortune 20 healthcare corporation. Responsibilities included general accounting as well as financial planning, forecasting, inventory control, pricing models, and analytical support to successfully direct the business. Developed staff of 10 employees to effectively support explosive revenue growth averaging 75% year-over-year. Analyzed profitability of existing products and provided financial support for analyses of new product pipeline opportunities with pharmaceutical manufacturers and internal sales staff.
Sep 1999 - Aug 2000
Professional Staff Consultant
Worked directly with clients to identify, address, and resolve accounting and financial matters. Analyzed data to recommend solutions, utilizing knowledge of theory, principles and field of specialization.
Sep 1991 - Aug 1999
Accounting Manager, Accounts Payable
Managed daily operations of multi-million-dollar Accounts Payable Department, including accounting and control functions as well as vendor relationship management. Directly supervised a staff of twelve. Directed the design and implementation of four distribution supply chain subsystem modules (PO, A/P, Cash Ledger, and Terms) in a corporate systems conversion to the Lawson InSight ERP. Assisted Treasury in cash flow analyses. Performed comprehensive financial and operational audits on branch operations with results presented to the audit committee of the Board of Directors.
Jun 1980 - Sep 1991
Loan Review Officer
Designed and implemented procedure for analyzing and reporting commercial loan agreement compliance on multi-billion-dollar commercial loan portfolio, including all terms and covenants of asset-based lending revolvers. With approval authority over credit requests, results were presented to senior and branch loan committees to manage credit risk. Developed and managed a staff of three to accomplish stated objectives.
Worked through all functions of teller and retail loan operations areas including management. Loan operations experience included direct and indirect (dealer paper) financing as well as real estate.