Direct the FP&A Function and Finance Enterprise Applications for Sammons Enterprises, Inc. (SEI).Primary Financial Planning and Analysis activities:• Annual consolidated budget for SEI - data from Business Units and Holding Company. Review budget submissions and compile feedback for budget discussions between Executive Management/Board of Directors and Business Units.• Business Units' performance - return tracking, value changes, dividend generation, capital investment requirements, key performance metrics, performance vs benchmarks.• Coordinate with external valuation firm the annual valuation of SEI for use by the SEI ESOP. • Evaluate new project/new investment opportunities - including review of due diligence materials and developing economic projections and resulting management presentations.Utilize Prophix EPM system - used for variety of purposes, including financial reporting, financial planning, analysis and modeling. Prophix replaced Planful, which replaced Cognos. SEI Annual Investment Review - internal "Annual Report" summarizing SEI's investments and key performance information. Document used to assist Management with allocation of capital and investment oversight.ESOP Valuation Model for SEI - includes financial amounts, multiples, discount rates, weights, etc. Model used for both historical tracking and projected performance purposes. Model used for deep understanding of the value, quantification of the impact of various inputs into the value and decomposition of changes for analytical purposes.Partnered with Sammons Corporation peer to lead the SEI Risk Management/Insurance Program - including working directly with insurance broker/consultant on multi-line placement, strategies, data analysis and accounting. Led Accounting/Financial Reporting function (20 months) - consolidation of SEI, SEI annual audit and financial statement report, holding company general ledger accounting activity, reporting to SEI audit committee.

Perform various accounting activities for multi-billion dollar diversified holding company client - GL accounting, consolidation, audited financial statements/footnotes, accounting research, tax projects.

General accounting, consolidation, income tax provision and compliance, financial planning and analysis (annual budget, quarterly updates, five year plans), financial reporting to Executive Management of NACoal and publicly-held Parent Company NACCO Industries.GAAP Accounting Research - policy and implementation.Business development - economic modeling and contract review.Incentive Compensation - measurement and reporting.

Business Unit P&L derived from CompUSA corporate financial systems.Business Unit Budgets.Accounting issues for Business Unit - revenue deferral/recognition, SKU maintenance for parts and services, contract labor, bonus calculations.

Prepare and file SEC Forms 10-K, 10-Q, 8-K.Consolidations, including implementation of Hyperion software for consolidation process.Prepare CFO presentations.Assist Investor Relations.

Entry level accounting position upon graduation from college.Learned fundamentals of accounting, including financial statement preparation (balance sheet, income statement, cash flow statement).Prepared SEC Reports for publicly-held limited partnerships.