Steele Resources is a Tyler TX based holding company focused on the development of three primary portfolio investments: KP Engineering, an engineering firm providing EPC solutions to companies in the midstream, refining, petrochemical, and syngas markets; American State Bank, a locally owned full service community bank serving the Tyler area for over 100 years; and Steele Real Estate Holdings, a holding company with real estate investments in timber, commercial, and owner occupied real estate. Show more Steele Resources is a Tyler TX based holding company focused on the development of three primary portfolio investments: KP Engineering, an engineering firm providing EPC solutions to companies in the midstream, refining, petrochemical, and syngas markets; American State Bank, a locally owned full service community bank serving the Tyler area for over 100 years; and Steele Real Estate Holdings, a holding company with real estate investments in timber, commercial, and owner occupied real estate. Show less

Brookshire Grocery is regional retail grocery chain based in Tyler TX with over 170 stores serving the Texas, Louisiana, and Arkansas communities. The company regularly makes Supermarket News Top 75 national grocers lists. Named to permanent CFO position following extensive external search process. Responsible for all aspects of financial accounting, tax, treasury, retirement benefits, and internal audit function. Also responsible for compliance department inclusive of overall food… Show more Brookshire Grocery is regional retail grocery chain based in Tyler TX with over 170 stores serving the Texas, Louisiana, and Arkansas communities. The company regularly makes Supermarket News Top 75 national grocers lists. Named to permanent CFO position following extensive external search process. Responsible for all aspects of financial accounting, tax, treasury, retirement benefits, and internal audit function. Also responsible for compliance department inclusive of overall food safety and occupational safety and the risk management functions. Served on the company's Executive Committee in this role and regularly represented executive management during Board meetings and presentations. Show less

Responsible for all tax and treasury operations. • Responsible for all aspects of cash management and forecasting, investment management, and capital structure. Managed and maintained all lending and banking relationships, rating agencies relationships, and key supplier credit inquiries.• Lead company financial planning and analysis functions. Primary ownership of annual budgeting / planning and multi-year consolidated forecasting operations. Key facilitation role in strategic… Show more Responsible for all tax and treasury operations. • Responsible for all aspects of cash management and forecasting, investment management, and capital structure. Managed and maintained all lending and banking relationships, rating agencies relationships, and key supplier credit inquiries.• Lead company financial planning and analysis functions. Primary ownership of annual budgeting / planning and multi-year consolidated forecasting operations. Key facilitation role in strategic planning process, creating comprehensive and dynamic financial models and pro forma financials, as well as focusing executive leadership on enterprise value. Created individual financial models of proposed capital investments and new ventures focusing on a variety of return metrics. Financial management and administration of merger, acquisition, and divestiture opportunities.• Responsible for all corporate tax planning and compliance functions• Direct supervision and administration of the employee stock ownership plan (ESOP) and 401K retirement plans. Served as a named fiduciary / internal trustee responsible for selecting investments in the 401K plan and administering all aspects of the ESOP / 401K plan in compliance with ERISA Show less

Responsible for directing all corporate tax functions including (but not limited to): income / franchise, sales, property, and various excise taxes. Management of fixed asset department, government relations and compliance functions, and records retention department.

Project manager for total retail efficiency and business process re-engineering effort across 150 plus retail stores. Led dedicated research and development team of eight cross-functional experts (senior store managers, industrial engineers, financial analysts, etc.) in a complete analysis of existing in-store business processes and procedures. Developed a plan to roll out these process improvement initiatives to 150 plus stores across three states.

Primary business lead for multi-million dollar implementation of SAP financials for the company. Modules implemented included: general ledger, AP, AR, cost center accounting, profit center accounting, fixed assets, project systems, not for resale procurement, an enterprise portal and a business warehouse. Singular responsibility for configuration, testing, and integration of fixed assets and project systems; successfully converting and rationalizing some 45,000 plus individual assets from a… Show more Primary business lead for multi-million dollar implementation of SAP financials for the company. Modules implemented included: general ledger, AP, AR, cost center accounting, profit center accounting, fixed assets, project systems, not for resale procurement, an enterprise portal and a business warehouse. Singular responsibility for configuration, testing, and integration of fixed assets and project systems; successfully converting and rationalizing some 45,000 plus individual assets from a non-integrated legacy system and over 50 active and on-going construction and technology projects. Led team through a general ledger cost center and account rationalization process that cut existing legacy general ledger accounts required in half, while providing better and more efficient insight into the business. Put the Construction division on an electronic purchase order system for all capital purchases for the first time in history providing immediate insight into global cash needs and previously unrecorded purchase commitments involved in the store build out and remodel processes. Show less