Patrick Stoner Email & Phone Number

Houston, Texas, Us

Us

Managed accounting and finance function and personnel of three regional field locations Implemented consolidation of accounting software for all existing and acquired locations Prepared subsidiary and consolidated financials and annual and three year forecasts Presented financial overview of Company to prospective investors Prepared state insurance statutory financial reporting requirements including MD&A and state tax reports Coordinated and worked with Company and State Regulatory auditors in completion of audit reports in a timely manner Analyzed financial statements and due diligence audits of companies to assist President/CEO in acquisition decisions Oversaw the actuarial function in maintaining adequate reserves and ensured competitive pricing

Implemented accounting procedures and controls at national accounts division to create reliable financial results Prepared monthly and quarterly operating result summaries by region and line of business for senior management Reviewed and analyzed accuracy of corporate office department expenses monthly and quarterly Implemented SAP consolidation module for SEC reporting purposes Coordinated area field accountants in financial and cost accounting modules of SAP Coordinated with internal audit department in reviewing balance sheet information at each operating district Prepared employee equity related entries involving stock options/grants and restricted stock

Prepared individual and consolidated financial statements for three operating branchesManaged accounting and administrative staff at the three branch locationsMaintained cash management of company’s financesAssisted owners and corporate attorney in the negotiations for the sale of the companyCompiled all data necessary for due diligence audit and purchase agreement Prepared property and sales tax reports for Texas and LouisianaCoordinated implementation and system enhancements of inventory tracking systemManaged human resource functions regarding health insurance and workers compensationCoordinated and reviewed ESOP plan administration and termination with plan administratorImplemented A/R collection procedures to reduce average days past due by 20 days

Abu Dhabi, Ae

Prepared and reviewed consolidating financial statements of the parent and subsidiary companiesPrepared the Annual Report, Form 10Q and Form 10K as required by the SECAnalyzed financial information such as results of operations, G & A expenses and capital expenditures for variances from budget and significant trendsPrepared and reviewed stock option reports, pension plan expense calculations, debt compliance tests and income tax reconciliations Coordinated information for the Board of Directors audit committee meetingManaged as team leader responsible for reporting revenue on sales of oil and gas Oversaw completion of royalty reports to Mineral Management Service and approved severance tax reports to the state of Louisiana

Bachelor'S Degree, Accounting

Certified Financial Planning, Certified Financial Planning