Serves as executive leader for a direct-to-consumer firms specializing in Natural Stone. Champions process improvement and streamlined workflows throughout financing, HR and operations fields, engaging with teams and inspiring internal stakeholders in creating innovative processes that increase efficiency and reduce overall costs. Engaged with leaders and key business partners from various locations throughout 4 states in implementing new processes from AR, AP and Rebates. Implemented a new PR system with a new PEO – responsible for all HR functions, new hires, terminations PTO, etc. Processed PR on a weekly basis. Commissions – Responsible for commission accruals and payouts. Created and Implemented a Finance processes moved to reviews and reconciliations to be done weekly I an effort to reduce month end closing dates. Created and Implemented a ME Schedule - consisting of all GL entries including reviewing AR, COGS, AP and Inventory. Reduced ME Schedule from 6-8 weeks down to 5-7 business days. Rebate Process – which was implemented to be done twice a month. Thus, allowing more accuracy in the payouts to Designers and Fabricators. AR – Worked with Clover and Card Pointe and created a process used daily to post all Customer Deposits, which reduced the errors and allowed constant communication on a real-time basis with the various locations and their sales staff as well as Sales Managers. Inventory – collaborated with Operations and Logistics Managers to implement processes, including physical counts to be done Quarterly as opposed to semi-annually. Sales tax – Responsible for filing all sales tax monthly for 4 locations in various states, as well as County tax filings. Fixed Assets – Responsible for tracking FA as well as filing property Renditions for 4 locations in various states. Collaborated with Banking Counsel - BBR Quarterly Reporting.  Handled 6 bank accounts. Created Monthly Financial Reporting Narratives for Partners

Launched and leads specialized consulting firm focusing on establishing and maintaining accounting and financial management practices for small- and medium-sized firms. Engages with executive leaders on weaknesses and threats faced by client organizations, identifying business practices and implementing programs that meet business’ operational requirements. Enhances client operations through improved efficiency, decreased costs, and standardized financial management processes. Transitioned firm from Nevada to Texas, building new relationships with business clients while positioning firm to evolve from full-time to limited operations. Collaborates with company leaders from various industries including energy, construction, manufacturing, and entertainment, building understanding of client needs and ensuring services deliver results. Instructs corporate leaders and finance employees on finance management, customizing advisory services based on corporate structure, long-term goals, and current operational requirements. Negotiates rates for services rendered, delivering cost proposals based on established scope-of-work while maintaining competitiveness in pricing versus larger firms. Implements solutions that allow clients to maintain compliance with established laws and financial standards ranging from Sarbanes-Oxley requirements to Generally Accepted Accounting Practices.

DoubleHorn LLC and LIFTR Insights LLCChief Financial Officer and Controller ▪ 2013 – June 2020Serves as executive leader and corporate finance officer for privately held technology firms specializing in cloud service brokerage and data analysis services. Directs complex negotiations with strategic vendors, business partners, and clients ranging from Fortune 500 technology companies to government agencies. Builds, mentors, and leads high performing teams, enhancing established capabilities while positioning the organization for future success. Champions process improvement and streamlined workflows throughout all operations, engaging with teams and inspiring internal stakeholders in creating innovative processes that increase efficiency and reduce overall costs.

Manager and oversee site accounting functions, including accounts payable, purchasing, general ledger, payroll, fixed assets, and revenue recognition.Compile and prepare reports and financial results, including analysis of product lines.Assist with quarterly forecasting and strategic planning.Direct and organize accounting functions in accordance with accounting principles, practices, and procedures, including adherence to internal control procedures (SOX).Ensure the accurate compilation, analysis and reporting of accounting data.Oversee preparation of journal entries, reconciliation of general ledger accounts and generation of financial statements.Formulate and administer approved accounting practices to ensure that financial and operating reports accurately reflect the condition of the business and provide reliable information necessary to control operations.Organize and prepare supporting documentation and meet with internal and external (PWC) auditors, was responsible for all aspects of finance in all audits.Review and analyze financial and operating statements of product lines, including analyzing margins on studies and new goods and/or services.Develop new approaches, processes or methods to solve new business problems. Act as an agent of change and continuously reevaluate processes to achieve expected earnings growth.Assist in annual budget preparation (Strat Plan) and quarterly forecasting.Create and compile Analytical Reports as requiredReview, approve and analyze departmental expenses with appropriate Departmental ManagersResponsible for handling daily Corporate requests and organizing all day to day activities within the department for 5 employeesTraining on new payroll coding, as well as all financial aspects of budgeting as well as planning.

Worked directly with Director of Financial Reporting and ControlsResponsible for the preparation of information required for SEC 10Q FilingsResponsible for creating various SEC and Management reports in FRX as neededCreated Amortization and Loan Schedule for year on all Long Term DebtHandle the reconciliation of various GL accounts (Fixed Assets, Interest Expense, FIT payable, Accrued Liabilities, Federal Income Tax Provision, Deferred Taxes, etc.)Handle the Reconciliation of all SEC Reports as well as Property Level Management ReportsHandle adjusting entries as well as any re-class entries required for month endResponsible for handling external audits with D&T on a quarterly basisAssisted in the creation and implementation of Policy IQ (Sarbanes-Oxley)Responsible for reviewing all BS and IS reconciliations on a monthly basis.Responsible for reconciling cash flow on a monthly basis

Managed the day-to-day financial operations of the finance department.Directed the preparation of monthly financial statements and document unusual variances.Developed and implemented accounting policies and procedures.Controlled the management of cash flow.Coordinated annual audit and tax preparation with third party accounting firm.Maintained business insurance and served as a liaison between the company and insurance broker.Upgraded financial software for better output reporting.Set up Cost Accounting system within the accounting softwareHandled all accounts receivable and accounts payable, as requiredHandled all analysis of all cost expenditures as well as profitability reports

Developed company accounting policies ensuring adherence to GAAP and implemented policies throughout the company and its subsidiaries.Developed and implemented job costing system on a company-wide basis and throughout its subsidiaries.Established "Best Practices" used by subsidiaries for job cost accounting.Developed and managed the budget process including preparation of corporate budget and review and analysis of subsidiary budgets along with consolidation of same.Managed implementation of new business software for two subsidiaries.Supported the Vice President in compiling financial information for outside parties which included financial institutions and investors.Managed all International Banking which involved the processing of 12 or more accounts, USD and foreign currency, located in various countries throughout the US. Implemented Fixed Asset process, which involved the purchasing, selling and trading of all Assets as well as the setup, maintenance and entries required for month end close. Responsible for all aspects of Operating and Capital Leases, which involved new as well as existing leases for vehicles, equipment and machinery, including handling of new contracts for leases.Processed month end close, which involved journal entries, reconciling various general ledger accounts. Processed all Uploads, responsible for overseeing the accounts payable and accounts receivable for month end close as well as day to day activities.Reconciled all Inter-company accounts as well as various balance sheet accounts.Responsible for Property Tax Filings and payments throughout the US, which involved filing property taxes in various states.

Process and Supervise month end close, which involved Journal Entries, Reconciling general ledger accounts, Processing all UploadsReconciled and implemented the Fixed Asset process, which involved the purchasing, selling and trading of all Assets as well as the setup, maintenance and entries required for month end close. Reconciled all Inter-company accounts Managed Accounts Receivables as well as Accounts Payables for month end process which involved journal entries and reconciliation of various accountsManaged all Cash Flow processes, including weekly forecasting and budgetingOversee the preparation and reporting for the Payroll DepartmentsFinancial Reporting on the balance sheet and income statement for Austin DivisionOversee the processing of Monthly Sales TaxHandled the automated processing all credit card payments from DellPrepared Monthly Department Budget Reports as well as monthly financial reporting to CorporateResponsible for reconciling the Purchase Clearing Account and making the appropriate adjustments for month end

Process and reconcile all Balance Sheet AccountsReconciliation of all inter-company accountsProcessing of all credit card transactionsReconciliation of all cash accountsReconciliation of payroll tax accountPrepared Monthly Department Budget Reports

Reconciled all GL accountsProcessed payrollResponsible for all accounts payable and accounts receivable transactionsProcessed Estimates for structure and contents losses