A $18B distribution company of electrical products and supply chain solutions to communications, electrical, utility, broadband, and security markets. [Legacy account of HD Supply – Utilities Division.] Managed the account operations of one major utility customer. Sales quadrupled to over $100M in ten years. Achieved growth and provided new services with just nominal resource additions. Directed sourcing, procurement, customer service, delivery tracking, and specialty services.  Managed teams and financial matters in connection with day-to-day sales and warehouse operations. Focused on customer & vendor relationships, AR & AP cash flow, Excel modeling, and two buyouts.

A real estate investment group that structured bulk purchases of sale/leaseback retail properties, subject to net leases & LT debt (Section 467, zero cash flow). Sold to investor and Section 1031 markets.  Managed transactional accounting of both purchases & sales; namely over $3B worth, 700+ properties. Managed operational accounting of properties held over. Directed all tax & entity filings (federal, state & local). Processed all partner distributions for hundreds of LLCs, partnerships, and corporations.

A consultant, via direct or consulting firms. Clients included banking, leasing, oil & gas, and real estate. Performed SOX governance reviews assessing operational risks, policy performance, and controls. Setup automation of reports for consolidated financial statements and 10Q/10K filings. Staged data for a property management implementation, and for mapping into an integrated leased-asset tax system.

A mortgage-banking firm that purchased sub-performing (sub-prime) residential mortgages for loss mitigation, servicing, and re-securitization into the secondary market. A subsidiary of Bear Stearns. Vast Excel modeling of cost-benefit analysis, contract break-evens, staff benchmarking, and incentive programs. Overhauled the monthly executive summary reporting of portfolios & operational metrics. Audited workflow & controls for SOX reporting; and coordinated rating reviews by S&P/Fitch/Moody.

A global software & information provider to legal, tax & accounting professionals. [Legacy of RIA/CLR.] Responsible for Fixed Asset Management Systems, both Oracle & Windows. Targeted to Fortune 1000 tax departments for comprehensive tax calculations and integration ability in tax & accounting systems.  Promoted to manage team of 19 developers, consultants, training, customer service & marketing. Directed strategy, design, development, and project management. Achieved annual fee goals and 50% sales growth. Produced advertisement collateral, campaigns, events, and sales proposals (RFI & RFQ’s).

A $1.3B emergency healthcare provider of EMS/ambulance services. A subsidiary of Laidlaw, Inc.  Directed the financial operations of a newly formed $100M Division. Integrated TX & OK operations comprised of 10 locations, 1,600 employees, 260 vehicles, 220,000 transports, and 6 billing systems. Directed a new regional office setup and formed accounting & billing teams. Managed a Controller, a Reimbursement Manager, 12 Accountants, 70 Specialists; and coordinated H.R. & I.T. services. Implemented KPI & trend monitoring, EVA budgets, utilization & profitability evaluations, and regional procurement. Key contributor to business development, contract negotiations, and fleet management. Started as Acquisition Manager prior to promotion. Performed business acquisition proposals, price modeling, pro-forma/EBITDA, and market analysis. Lead due diligence teams and performed synergy assessments of contracts, labor & assets. In one year, closed 6 deals (75%) with $120M in revenue.

A real estate company in the U.S. that developed & managed class-A office buildings (3M sf) and retail shopping centers & malls (5M sf). A subsidiary of Bramalea Ltd, a $6B Canadian real estate developer. Responsible for financial proformas and Excel modeling to evaluate investment options. Performed stage-level analysis to project property value, cash flow, development cost and capital needs. Collaborated in extensive strategic planning with development leaders, legal, designers, construction, leasing, operations, and executives. Focused on retail property acquisitions and new developments. Performed what-if scenario analysis and underwriting of market & cost studies. Key contributor to tax appeals, sales packages, due diligence, lease structuring, and portfolio reporting (asset management). Started as Accounting Supervisor over 10 properties, new developments, construction & property management. Team comprised Accountants & Lease Administrators. Automated CAM/CAT billings.

A regional CPA firm, subsequently acquired by PwC. First year at Trott & Company, CPAs (Midland).  Audit, tax & consulting for clients in banking, oil & gas, real estate, construction, and individuals.