I consult with various owners, board members and executives of differing companies on financial and accounting matters pertaining to their unique individual businesses:Medical Flight Company – acting VP of Accounting & Controllero Oversee accounting department of ten (10) for company generating $25 million in sales revenue, $10 million in accounts receivable, and $3 million in accounts payableo Coordinate consolidation of five (5) separate entities, across 6 states, into one set of monthly financial statementso Coordinate and finalize budgeting process each yearo Revamped daily hours reports to show actual payroll cost vs budget allowing supervisors to closely manage employee timeo Implemented expense reporting system with connection to company credit cards to provide levels of approvals for expenses, thus reducing excess spendingo Audited employee benefit costs reducing loss from overpayment and under-collectiono Handled all financial and accounting functions while finding candidates to train and replace existing staffInsulation Installation Company – o Built weekly margin report to help CEO understand revenue and cost on a granular level each week in attempts to improve profitabilityo Prepare weekly profit margin report and inventory controlo Created an inventory tracking sheet with conversion tables to help company reduce theft and wasteo Supervise accounting functions, prepare tax payments, and produce monthly financial statementsOrganic Dairy – o Developed a 13-week rolling forecast to plan for cash flow and financing needso Developed company-wide Standard Operating Procedures for accounting and financial flowo Analyze current accounting functions and suggest improvement where neededMachine Manufacturing Company – o Review and update inventory list removing old items from accounting systemo Built asset list with purchased values and depreciation for tax reporting purposes, and submitted tax rendition to county

► Conduct cost accounting reviews and develop expense budgets for all divisions of the company, resulting in a discover of lost potential revenue and the miscalculation of inventory, saving the company $24,000.► Analyzed current business processes, recommending changes to billing procedures and practices to better capture revenue, shorten AR DSO to 15 days from 45 days, and forecasted future cash and income streams. ► Manage customer safety records, reports, and information in third-party vendor websites such as BROWZ and ISNetworld. ► Analyze and conduct ROI for various service performed and products sold by the company, and make company-wide changes to increase return. ► Review and analyze financial data, reports, metrics, and key performance indicators, allowing company to move quickly to take advantage of profit opportunities or cost reduction methods. ► Develop and create P&L Statements, Balance Sheet Reports, Cash Flow Statements; then analyze and strategize on improvement opportunities ► Review, edit, and revise all marketing and sales materials, implement all legal contracts and MSA’s and supervised all accounting functions. ► Set pricing strategy on all services and products sold to customer; increasing average gross profit from 19% to 30%. ► Coach and train oil and gas industry workers in PEC Safeland / Safegulf safety regulations. ► Created Environmental division for the company

Held broad financial, strategic, IT, accounting, AR, AP, billing, payroll, legal review, contracts and negotiations, acquisitions, and operational management responsibilities. ► Managed capital and operational budgets of $230 million encompassing 16 direct reports and over 100 indirect reports across 7 locations, keeping the companies on track to meet their operational goals.► Served as the key strategic partner with the CEO and other members of the executive team, including sitting on the board of directors, leading the team in annual strategic planning sessions and team development. ► Oversaw and worked with operations teams to improve logistics and coordinate best practices when scheduling deliveries to increase company ROI.► Represented the organization externally, as necessary, particularly in banking and lease negotiations, increasing relationships in which to leverage for better terms and rates, thus saving the companies thousands of dollars each year in interest payments.► Promoted a culture of high performance and continuous improvement that values learning and a commitment to quality which translated into better and more knowledgeable employees.► Led the design, implementation and timely calculations of wages, incentives, commissions, bonuses, and salaries of all personnel across the entire organization.► Ensured effective internal controls were in place and in compliance with G.A.A.P and applicable federal, state, and local regulatory agencies. ► Analyzed and negotiated possible merger and/or acquisition opportunities providing the company with solid evidence in the support or rejection of the acquisition. In one instance, the acquisition led to most profitable company in enterprise, and in another instance saved the company from acquiring a company that a year later was out of business.► Reviewed and edited legal contracts with vendors, suppliers, customers, and employees and worked directly with company CPA on tax issues and strategies.

► Oversaw and managed $200M budget encompassing 5 direct reports as well as working with and presenting to the board of directors for both American General and AIG in New York City. ► Designed and built trust company for the American General Structured Settlements department to tap into the $42B tort settlement market.► Fostered bonds with brokers across the U.S. and Canada, curbing loss of business to “plaintiff friendly” competitors boosting one agency’s production from $3M to $9M.► Delivered significant contributions to enable and sustain company’s #1 ranking in revenue and market share while controlling and monitoring compliance with financial regulations.► Counseled individuals and structured settlement brokers on investment options and money management strategies.► Lead project teams in Amarillo, New York, and Houston on the trust company design and development.► Fueled sales increase of $100M overall in a three-year period.

► Counseled individual investors and businesses on investment products and services, including 401(k) s, IRAs, trusts, and professional money management services for $2B banking/security brokerage firm.► Advised clients on money management and financial planning issues, yielding individual portfolio growth and preservation.► Earned a potential client’s confidence at ANB, gaining client’s large trust account from a competitor of over $1M in assets, plus their commercial loan business.► Earned recognition for outstanding achievement with Merrill Lynch’s President’s Club and won Silver Spur Award.► Managed $40M budget/AUM.

Earned recognition for outstanding achievement with Merrill Lynch's Presidents Club and won the Silver Spur Award for the southwest region. Graduated from the 24 month "professional development program" in 18 months.