Partner with COO to drive new business for start-up organization focused on outsourced Accounting and HR services for small businesses. Lead the financial aspect of the organization including financial planning, development of accounting team, and day-to-day accounting operations. Work closely with existing clients to provide Fractional CFO support, oversee bookkeeping, and help drive business decisions within their small businesses.

Member of the executive strategic team. Responsible for all areas of accounting including accounts payable, accounts receivable, and collections. Develop and manage budgeting and forecasting processes, allowing executive team to stay informed on financials results and help drive key decisions within the organization. Serve as the accounting matter expert in all areas of future planning.Key Accomplishments:• Created dynamic budgeting forecast to help navigate 2022 mortgage market• Developed departmental gross margin goals and implemented meetings with each departmental manager o help them understand their financials and discuss ways to manage to the goal• Assisted with developing 3 and 5 year target goals within EOS strategic system• Reorganized pre-existing financial package allowing focus on key factors to help drive business decisions

Promoted to newly created position after purchase of ArCom Systems by Lone Star Communications, reporting directly to Owner. Responsible for budgeting, forecasting, and long-range planning for all 8 locations across Arkansas, Louisiana, and Texas, equating to approximately $70M in annual revenue with plans to grow to $300M. Maintained management of accounts payable, accounts receivable, purchasing, and warehouse functions within Arkansas/Louisiana (LSAR) markets. Member of Corporate Strategic Planning committee, LSAR Executive Team, LSAR Strategic Planning committee, and LSAR hiring committee which was created to prescreen all candidates to ensure organizational fit. Responsible for delivering weekly reporting for tech utilization, billable hours, work-in-process (WIP), service gross margin, and other key metric reporting as needed. Key Accomplishments:• Launched a new budgeting process to all locations of Lone Star Communications, including 2 locations which had never had a formal budget• Implemented monthly financial review meetings with all Chief Operating Officers to discuss financial results, review budget to actuals, and update any expected changes to rolling forecast• Member of Data Dive team, focused on identifying leading KPIs and developing content for dashboards• Selected as one of 15 people and the sole finance individual on the Corporate Strategic Planning Committee• During 2021 strategic planning, was designated to lead an effort to develop an Acquisition Playbook for future acquisitions. The project took 9 months to complete and resulted in a 37-page strategic document.

Collaborated with VP of Operations, President, and Owner to develop and execute organizational strategic direction. Responsible for the effective leadership and day-to-day operation of all finance, human resources, purchasing, and warehouse functions. Overall authority for the financial operation of the organization, budget preparation and administration, account reconciliation, and journal entry adjustments in accordance to GAAP. Effectively managed cash position including daily reconciliation of cash transactions, advising executive team on ways to maximize available cash, and ensuring a healthy balance between cash inflows and cash outflows. Consistently delivered timely month end financials, budget to actual variances, and guidance to executive team to improve operations. Key Accomplishments:• Designed and managed company’s first budget and working forecast, allowing organization to move from a loss position to a profit position setting the organization up to be purchased by Lone Star Communications• Moved company from being 5 months behind in closing the books to providing complete financials and analysis the following month• Further streamlined data entry processes resulting in decreasing the month end process by 5 business days• Led efforts to negotiate terms with medical insurance and payroll processing vendors, providing ArCom with a $42k bottom line savings and providing all employees an average savings of over $50 a month • Nominated to be a key member of a retention team, focused on finding and retaining key employees across all areas of the organization

Hired for a newly created position responsible for improving client-based banking general ledger reconciliation processes and creating business continuity across multiple virtual back office locations. Responsible for hiring, supervising, mentoring, training, and evaluating performance for 6 accounting analysts both locally and remotely, while reporting to executive management. Manage and approve daily ACH and non-post reconciliations on behalf of 6 high profile banking clients averaging $125M in daily transactions. Develop client relationships and execute conference calls to address any questions or concerns to maintain client satisfaction and continued business relationships. Serve as the accounting expert for all back office implementations on multiple core systems. Collaborate with cross-functional departments to streamline processes, develop policies and procedures, and ensure compliance with organizational and banking regulations. Attend training opportunities to increase knowledge around Federal Reserve Processes, core system operations, and accounting and banking requirements.Key Accomplishments:• Spearheaded the creation of a general ledger reconciliation handbook, client based procedures, and detailed internal procedures which resulted in increased staff understanding, streamlined training, and improved departmental efficiency equal to one full-time employee (FTE)• Served as the accounting lead for the $14M MyRA governmental program; Traveled to multiple onsite meetings with the United States Treasury while developing a new process for the reconciliation and fund settlement between the government and the bank• Managed the creation of an escheatment process and remitted funds to states in accordance to due diligence and reporting guidelines• Participated in the implementation efforts for 5 clients including the development of new processes, completion of business requirements documents, and providing deliverables in accordance to project deadlines

Perform and approve daily reconciliations for corporate cash account and individual Alltel wireless store accounts. Verify and approve incoming wire transactions. Communicate directly with store managers related to staff cash drawer discrepancies and provide supporting documentation for federal authorities for any discovered fraud. Participate in monthly close activities, including maintaining responsibility for multiple cash and inventory financial statement variances requiring thorough research and communication to executive management on the main drivers. Directly supervised 2 accounting staff members.Key Accomplishment:• Improved the store specific reconciliation process, resulting in a reduction of reconciliation time from 14 business day to 5

Approved balance sheet reconciliations related to handset inventory, rebates, and vendor promotional credits. Forecasted expected inventory costs, sales volumes, and bad debt write-offs. Managed the allocation process to ensure revenues and expenses were appropriately recorded to each region. Managed and mentored a combination of 10 accounting and clerical staff including performance of annual reviews and approval of pay raises and promotions. Collaborated with upper management to provide profit and loss variance explanations for delivery to key decision holders.Key Accomplishment:• Served as the coordinator for transition efforts upon purchase by Verizon Wireless; developed and implemented new processes and reporting to support amount billed to buyers in accordance to federal agreements; successfully transitioned responsibilities to Verizon Wireless headquarters in an effective and timely manner