Bringing Austin-based Summer Moon Coffee and Moon Milk to the good people of the Dallas-Fort Worth Metroplex.

*Senior Manager - Rx Profitability (August 2013 - December 2016)- Strategic financial leadership of US Prescription Business Unit (controlling function)- Lead team of finance professionals to provide analytical support relating to the company's prescription (Rx) product performance- Planning and analysis including management of rolling forecasts and budgets - Revenue and pricing analysis and strategic growth initiatives- Business unit expense management for selling, marketing, general, and administrative costs- Negotiation and administration of commercial contracts - Government price reporting and compliance under Medicaid Drug Rebate and other federal programs- Business development support - mergers, acquisitions, and opportunity evaluations- Lead data warehouse and process automation initiatives to improve analysis, forecasting, and reporting*Senior Manager - Financial Reporting & Compliance- Lead team of accounting professionals to use International Financial Reporting Standards (IFRS) in preparation of monthly financial statements and management reports- Responsible for accounting related to reserves, provisions, and accruals to sales, other revenues, and cost of goods sold- Publish internal whitepapers regarding IFRS standards and communicate relevant accounting positions to management, auditors, or other stakeholders as needed- Oversee controls and involvement with internal and external audit engagements- Lead process improvements to drive efficiency and accuracy including system functionality (Oracle and custom financial systems), forecast/accrual models, and chart of accounts*Manager - General Accounting- Manage general accounting team responsible for accounts payable, general ledger, fixed assets, and sales and use tax- Lead process improvements resulting in efficiencies and greater accuracy of accruals- Project lead with external auditors regarding audits and reviews of financials and internal controls

- Supervise team responsible for accounts payable, general ledger, fixed assets, and monthly close, and internal reporting process- Manage Oracle invoice approval electronic workflow and partner with Oracle ERP team to troubleshoot issues and optimize workflow- Manage accounting for fixed/intangible assets and evaluate internal software development costs for capitalization under US GAAP- Design, create, and distribute monthly cost center expense reports using Oracle Financial Statement Generator (FSG)- Prepare monthly reporting package including budget variance analysis comments published to senior management- Responsible for SOX narratives related to accounts payable, fixed assets, and general accounting functions- Responsible for compliance of 1099 Reporting and Property Tax Filing- Develop internal controls including fixed asset tagging and reconciliation process

- Perform tax compliance, consulting, payroll, and other professional services for businesses and high net worth individuals- Prepare financial statements under US GAAP and other comprehensive basis of accounting- Investment advisory council member- Industry experience: healthcare, non profit, insurance, financial services, real estate, manufacturing, farm/ranch

- Staff auditor with focus in audits of real estate (HUD), construction, and non profit- Prepared financial statements/footnotes in accordance with US GAAP- Performed financial statement analysis and analytical reviews

- Retail sales of consumer banking and investment products - Created custom retirement and investment plans for clients- Appointed as bank officer; Obtained Series 7, 66, and insurance licenses- Recipient of multiple top sales performer awards