•Served as de facto CFO for seven regional presidents and over 30 market presidents, providing financial support and strategic guidance for overseeing over 70 branches across Texas and Oklahoma.•Conceptualized and led the enhancement of the annual budget process for this financial institution with over $16B+ in assets by enabling users to view detailed expense histories, uncovering mischarges, duplicate expense budgeting, and improving spending efficiency. •Oversaw the integration of AP software reporting with the annual budget process to include pre-paid expense details, reducing budget discrepancies. •Reviewed Income Statement accounts to identify and correct issues, ensuring data accuracy for Accounting, Finance, Treasury, and Risk Management. •Collaborated across departments to communicate income fluctuations, enabling proactive strategic discussions and early budget analysis.•Selected by the Chief Financial Officer to attend the SW Graduate School of Banking at SMU Cox School of Business based on high performance and recognized leadership potential; completed year 2 of the 3-year program.

•Increased revenue of the property management division by 29%•Conducted market research for revenue diversification projects•Streamlined financial reporting for the retail division

•Supervised the team responsible for building a solid pipeline of potential investment opportunities with partners across multiple asset classes to ensure a proactive role in deploying capital.•Expedited deal flow/ due diligence reviews and maximized strengths of a relatively small internal staff by developing vital relationships with subject matter experts.•Targeted investments in multi-family housing developments, private equity, private debt, retirement communities, and electronic gaming–related investments.

•Achieved workforce efficiency, operational excellence, and cost reduction by integrating systems, processes, and people.•Ensured continuity and security of operations by focusing on network infrastructure, security, and disaster recovery efforts.•Sponsored request for proposal and selected/implemented new enterprise resource planning system to accommodate diverse industries; transitioned from JD Edwards to Deltek Costpoint.

•Directed the team responsible for reporting and analytics for the organization with $3B+ in assets, $1.5B in gross annual revenue, and 10K+ employees.•Managed annual budget, revenue allocation plan, and capital allocation for budgets totaling $348M and $400M, respectively, for capital projects from 2015 to 2016.•Maximized utilization of business intelligence tools to gain insight into trends and forecast business performance to assist leadership in strategic decisions.

•Conducted research on value chains, market size, market growth, market share, relative profit margins, and distribution strength.•Explored production capacity for potential M&A deals.

•Streamlined, automated, and strengthened monthly financial report preparation for the Travel Plaza division by fully utilizing accounting software, Business Intelligence reporting tool, and solid process management. Implemented paperless workflow process by eliminating paper journal entries, automating end-of-day paperwork, as well as cash receipts to bring efficiency and accuracy and to reduce month-end close time by 50%

•Led team responsible for processing 12,000-15,000 checks per month for approximately 5,000 employees in 32 States. Customer satisfaction and retention were key components to the success of department and organization• Implemented mandatory certification requirements for all Payroll Specialist positions to provide the most knowledgeable and error-free service to over 180 clients, as well as to increase the company’s marketability•Reviewed RFPs from the Sales team to verify appropriate pricing for Benefits, Risk, Tax, and Admin Service Fees

•Responsible for daily cash management of nine individual companies with multiple operating and payroll accounts•Developed processes to prevent late tax payments, leading to a $100,000 reduction of late tax fees from prior years• Incorporated process controls to make month-end close more efficient and accurate by reducing close by seven days•Processed corporate payroll for 80 employees and administered a Flexible Spending Account for corporate employees• Responsible for annual W2 preparation. Issued approximately 8,400 W2s for 2008, up from 7,500 W2s for 2007•Led mandated quarterly and annual audit preparation and completed industry-specific compliance certification requirements. Implemented monthly audit processes to minimize the time required for audits