Charles Cole Email & Phone Number

Dallas, Tx, Us

Puerto Vallarta, Jalisco, Mexico

• Purchase and implement POS and Accounting software – Restaurant, Bar, Hotel, Entertainment• Budget and funding• Create and manage website and payment platforms• Strategy development which included full models of special events, pricing methods, and forecasting of revenue• Implement regulations, taxes, and compliance for US and Mexico standards

Remote

Producing Financials for portfolio of HOA’s.Reconcile banks and investments.Assist and review budgets.

Baytown, Texas

• Manage team of five staff members with oversite of payroll, fixed asset and project management, JE and month end processing, as well as grant management• Budget Owner • Manage requests for city administration approval and selection• Coordinate budget needs and priority lists for department heads including staffing• Create best practices for project management to ensure managerial reports are available for division managers and directors to make well informed decisions

Houston, Texas

• Manage, create processes, and automate monthly activities and close reviews with the goals of minimizing offshore expense, increasing accuracy, and providing visibility into trends with a quick 10 day turn around• Develop reports for $7M monthly recurring in addition to $6M in service to segment client base for account management, increase revenue, and mitigate churn rate• Create and manage all commission and bonus models including strategic review, analysis of causation, and implementation of goals – longer contracts and incremental sales• Implementation of industry related FASB standards for preparation of public offering • Prepare integrated forecast and budget with department directors and senior management• Manage and reconcile payroll systems conversion for 100 employees for estimated cost savings of $200k• Prepare and maintain three-year forecast with interactive P&L, BS, and CF tied to supporting schedules which provided immediate ad-hoc analysis based on modifications to related schedules, and to provided basis for funding

Houston, Texas Area

• Data modeling using resources such as Microsoft BI tools, Excel, and Access • Develop budget application with IT to create better controls and accountability • Oversite of budget for G&A and home office segment of the company totaling $345M• Manage preparation, training, and review of the company’s annual budget for 15 departments including updating access and security metrics

* Prepare monthly financial statements, P&L’s, quarterly and annual reports* Close and audit the general ledger by supervision of monthly journal entries making use of variance and integrity rules for accuracy* Supervise 15 accountants in all phases of FP&A in addition to AP, payroll, benefits, procurement, and revenue recognition

* Accountant for Recreation Sports Division including Dedman Center for Lifetime Sports* Software owner and data owner over CSI facility accounting software* Created Billing Programs for Faculty- Saved Programming Fees Increased Revenue* Audit and Improve any Flawed Cash Management Procedures* Revenue and Expense posting and matching according to GAAP standards* GL Postings to Mirror Dual Accounting Software* Maintain Meeting Schedules and Budget Planning with Staff and Department Leads* Schedule and Structure Financial and Accounting Standards among Departments

Mba, Finance

Bs, Business Administration