- Leading key operations and future direction at Mirus, aligned with long-term corporate goals, and fostering an innovative culture.- Developing and executing business strategies for growth and sustainability in the SaaS market, identifying new opportunities and enhancing product offerings.- Managing the company's financial health through integrated budgeting, forecasting, and financial planning with operational strategies for optimal profitability.- Ensuring operational efficiency across software development, deployment, customer support, and internal processes.- Building and maintaining a strong leadership team, with a focus on talent acquisition, retention, and professional development.- Staying attuned to the SaaS market and customer needs, ensuring our products and services meet and exceed market demands.- Overseeing compliance and risk management, adhering to industry-specific legal and regulatory standards.- Regularly communicating with stakeholders (investors, board members, employees, customers) about company performance and strategic direction.- Keeping informed of technological advancements and industry trends to lead the company in innovation.- Acting as a brand ambassador for Mirus at industry events and engagements, enhancing our market presence.- Using a comprehensive perspective of tech industry dynamics and financial and operational expertise to drive company-wide efficiency and growth.- Overseeing Human Resources and PEO partnerships, aligning HR strategies with our business objectives.- Strategically managing the company’s legal affairs to integrate legal considerations into business strategies, aiding in expansion and leadership.- Contributing to strategic discussions with a holistic understanding of both tech and business operations, preparing for future leadership roles.

- Establishing strong partnership with business design teams consisting of; business finance teams that model the program for financial feasibility, engineering teams that builds program capability and calculation, and the operations program management team that executes on the program. - Engagement with various stakeholders for program controllership and financial planning and analysis activities to ensure accuracy of accrual models, appropriate accounting and true-up activities and manage the entire close process for the programs.- Active support to field personnel to visibility of real time activity as well as providing responses to queries on an ongoing basis.- Responsible for underlying design, data inputs, calculation nuances, systematic configuration, as well as payment methodologies and resulting accounting impact for each of those elements for the global incentive programs.- Leading, managing, and building global incentive program accrual models and managing true-up activities for my specific set of programs.- Leading and managing BPO team to ensure accuracy for appropriate accounting, month end, and quarterly activities.- Delivering key financial results and movements across all global incentive programs to summarize and discuss with key business partners. - Driving thoughtful analysis on data trends to influence program design. - Ongoing monitoring of actual spend against budget for pertinent global incentive programs, as well as leading actions needed for any expected shortfalls.- Ensuring end to end controls are in place & implemented for all Partner Incentives program payments. - Reviewing and monitoring that all controls are designed and operating effectively. - Collation of evidence and qualitative discussion of monthly financial results across global programs to support SOX controls.

A skin cancer diagnostics company with $55+ million in sales and 125+ employees. Responsibilities include working with various departments to improve their processes and efficiencies, developing ad-hoc reporting and analysis for internal and external review, and preparing materials for revenue recognition. • Achieved all aspects of the company’s revenue reporting and analytics including preparing revenue schedules and materials for financial reporting and audit purposes.• Reduced the gross to net revenue recognition process from 8 hours to 1 hour with improved accuracy that implemented formulas in place of manual data manipulation. • Completed in-depth analysis of collections and adjustments to accounts receivable by multiple product, customer and geographic groupings.• Collaborated in the development and roll out of automating the revenue recognition and other downstream processes using Domo, a BI and database tool. • Improved the accuracy of Net revenue by updating the Gross to Net percentage calculation

A multi-national IT Solutions and management (including SaaS) company with 5000+ employees with annual sales of over $2 billion. Responsibilities included being the point person for all financial analysts in understanding and explaining accounting process to business and sales leaders, working with finance executives to optimize intra-company processes, while working to increase engagement in BMC related initiatives. • Successfully expanded the role to become a company-wide cross-functional position managing a team and serving as the main contact between the finance and accounting groups.• Created and/or updated a multitude of processes and review tools that dramatically increased efficiency and accuracy of financial activated and saving over 20 hours per month (Re-Classes, PO Accruals, FACC Mapping, Fieldglass, AWS, P-card, Close Calendar).• Evaluated bookings/revenue/expense actuals to forecast using a day over day tool and analyzing variances and accuracy.• Met periodically with upper level management providing feedback on quarter close improvements and necessary updates to expense rules and allocation philosophies to match business headcount plans.• Prepared the Revenue Analytics Package (Rev Pack) quarterly for the Corporate Finance team and owners. With the ASC606 roll-out, redeveloped the Rev Pack adding in tools to increase accuracy and efficiencies of the process and decreased turnaround from 10 days to 3 days. • Coordinated with multiple accounting groups in their ASC606 restatement process performing a deep dive comparative analysis to provide financial performance insight to finance management.• Working knowledge of Oracle, HFM, Essbase, and Tableau. Highly proficiency in Excel and Microsoft products.

• Analyzed data and performed extensive financial analysis and forecasting of commissions expenses associated with license and maintenance sales transactions. • Assisted in the monthly calculation of both the gross and net commission expense and deferrals and prepared the associated journal entries. • Reconciled month-end general ledger account balances to various sub-ledgers and resolved any variances.• Created and updated policies and procedures for the management of commission accounting that resulted in quicker and more accurate production of required journal entries and other reports.

• Interim Accounting Manager for a publicly traded oil and gas company.• Advanced knowledge of QuickBooks, working knowledge of OGSys oil and gas accounting software• Analyzed business operations, trends, costs, revenues, financial commitments, and obligations, and summarized current financial status by preparing balance sheet, profit and loss statement, and other reports.• Prepared individual, corporate, and partnership tax returns, ensuring compliance with payment, reporting and other tax requirements.• Answered accounting procedure questions by researching and interpreting accounting policy and regulations and advised management about issues such as resource utilization, internal controls, tax strategies, and the assumptions underlying budget forecasts.

In just under two years, I was pivotal in reinvigorating Houston’s Shepherd Plaza location, which serves as the company’s flagship location. My management and leadership skills established this location as the training ground for both local and national Freebirds management coming into the company. I was also heavily involved with WorldWorks (Freebirds philanthropic arm) and became the go-to leader for executing high-profile non-profit and community events including The Art Car Parade, T-Lounge and SOFAR. In addition, I played an integral part in developing and launching the popular weekend music series—the Unplugged Brunch, by conducting a successful grassroots marketing campaign that created substantial buzz and traffic.• Created and implemented an innovative marketing and catering lead system called Quadrant Marketing that led to our location being the number one catering location in the company• Rolled out weekend live music series – Unplugged Brunch, only restaurant in the company to serve brunch and have live music on the weekends• Performed financial analysis weekly on labor and food costs targets versus actual resulting in a food cost savings of 2% and a labor savings of 3%• Developed annual budgets, and oversaw of Accounts Payable• Created numerous tools to help accurately assess operational requirements and improve financial results.• Track and review sales performance, examining trends and assessing market conditions on weekly basis.• Provided weekly custom reports to Regional Manager analyzing current sales and cost trends.• Review financial statements and analyze sales revenues, costs, and expenses• Developed eight hourly employees to salaried managers• Trained three Regional Managers and the President of Freebirds• Trained six General Managers and 8 Assistant General Managers• Assisted in New Restaurant Openings through the training and development of their staff and managers

The Restaurant Mentor Consulting • Created, branded, and brought to market a successful boutique consulting firm focused on small independent restaurants and franchises.• I mentored and coached restaurants to increase their profit and growth potential using personally tested systems and procedures.• Performed comprehensive reviews of Financial Reports to identify areas of opportunity• Helped to refine training and development tools to be more cost effective based on the restaurant • Performed market analysis for various restaurants to identify key competitors and to show ROI on marketing initiatives• Developed Social Media marketing initiatives for several restaurantsThat Taco Shop Restaurant • An original concept that I created and developed • Performed costs analysis of all menu items and recipes • Created budgeting and opening sales projection sheet based on local competitor sales trends• Developed systems and procedures for entire operations of the restaurant• Developed and implemented training and development tools to ensure consistent operations• R&D of menu items and recipes• Vendor and product procurement• Oversaw construction and design• Created branding and marketing material

• Increased comp store sales by over 10%• Increased net operating income by 12% by performing an in depth operational analysis of the following: Ordering procedures and systems, Labor scheduling, Food costing and prep procedures• Successfully increased guest counts and sales by performing an operational analysis of key opportunities to increase the speed and flow of kitchen and guest line• Played key role in renegotiation of company’s vendor contracts, resulting in cost savings of nearly $100,000 annually.• Developed and maintained corporate and restaurant level budgets, and assisted in the oversight of Accounts Receivable/Payable, preparation of balance sheets, detailed costs, and reconciled bank transactions.• Developed detailed spreadsheets to identify trends and develop forecasts. • Consolidate and analyze monthly results and budgets of sales revenues, costs, & expenses for the restaurants.• Directed the planning and execution of new unit openings.• Created sales and expense forecasting sheets for new restaurants• Developed and implemented management incentive (bonus) program• Oversaw and participated in the recruitment and hiring of all managers as well as their continued development• Oversaw and ensured the daily execution of the operations program in all units.• Conducted weekly and monthly meetings with assigned management teams ensuring continuity between units.• Ensured overall food quality, service standards, cleanliness, and proper accounting procedures in all units.• Focused on daily sales of all units, identifying opportunities to increase management awareness at the unit level.• Ensured all system wide marketing programs and Local Store Marketing plans are implemented in every unit.

2005 to 2006 - Performed a turn-around situation in Victoria, TX where we took the location from the bottom five in profitability to the top 10 by implementing strategic cost control systems.2003 to 2005 - Successfully opened Alexandria, LA location as the General Manager and firmly established the location as the company leader in profitability and sales. 2003 - Successfully opened Sherman, TX location where I was promoted to AGM. 2002 to 2003 - Successfully opened Irving, TX location where I developed a kitchen manager.2001 to 2002 - Performed a turnaround situation at the Katy, TX location where I helped to increase sales by nearly $6k a week by implementing an innovative grass roots marketing initiative, developed 4 people into Managers and 6 people into New Restaurant Opening Trainers, increased unit operating income by nearly 5%.2000 to 2001 - Successfully opened Beaumont, TX location and oversaw training team and developed 2 people into managers, and 4 people into New Restaurant Opening Trainers.