Multiple Roles including Interim Controller (Contract) (Quest Resource Management Group) • Oversee closing process to meet public company reporting deadlines• Oversee client Billing and Accounts Receivable• Oversee Accounts Payable as company expands. Assisted in creating and interviewing for AP Analyst roles to focus on Stop Services function.• Preparation and analysis of management reports – By Customer Margin Report and LOB Report.• Perform and document SOX controls in compliance with company policies.Data Clean Up & Software Selection (Contract) (MartinBaughman Law Firm)• Reconciled trust cash and related trust liability account back to December 2017.• Identified pending transactions needed to finalize case settlement.• Create electronic accounting case files to validate activity.• System implementation of Sage Intacct.• Process improvement and documentation.Interim Controller (Contract) (Lexipol, LLC) • Oversee closing process to meet 5 day closing deadline.• Evaluate processes and implement best practices across all accounting functions.• Documentation of policies and processes to ensure consistency and understanding as company transitions accounting department management and consolidates the accounting function of recent acquisition into the department.• Participated in annual budget process by projecting balance sheet and cash flow statement based on operational budget.• Assist with system implementation to NetSuite from QuickBooks.

• Directed all aspects of the accounting function for 6 companies.• Participated in the negotiation, due diligence, contract review, financing and integration of 3 acquisitions totaling over $30M.• Participated in a $120M debt refinancing deal with a 4 bank syndication.• Monitored financial performance by measuring and analyzing results.• Reviewed major contracts for accounting and insurance implications providing edits to better position the company from a risk, cash flow and financial statement presentation standpoint.• Developed and maintained effective internal controls in order to monitor activity that could impact the financial viability or public perception of the organization.• Researched alternatives and implemented new accounting system (NAV) streamlining the closing process reducing timeline from 30+ days to 10 days, established reporting consistency; standardized monthly reporting package and improved the quality of the numbers.• Researched alternatives and implemented new invoice routing system dramatically reducing the number of issues relating to invoice payments and reduced the number of days to obtain invoice approval down to an average of 3 days.• Re-established company’s credit worthiness by working closely with vendors to understand the change in ownership as well as establishing a good payment history for the new company.• Managed debt relationship with banks..• Responsible for league required reporting.• Directed annual budget process as well as periodic forecasting.• Directed audit process.• Performed all treasury functions including cash planning and cash management.• Directed all aspects of the payroll function• Directed company healthcare benefits and 401(k) administration.• Sat on the board of the Dallas Stars Foundation as the Treasurer.• Assisted sponsorship sales department with sales meetings with customers in the financial sector.• Performed GAAP and tax research to ensure company’s compliance with requirements.

I have been helping get a new venture off the ground. My partner and I have opened a used car lot and performance shop in McKinney, Texas. My contributions to the new venture have been to:* Prepared full business plan to establish validity of business.* Prepared a 2 year budget for operations to determine necessary cash flow requirements.* Structured the accounting processes and implemented QuickBooks software.* Established and document policies and procedures for the accounting and operations. * Completed Texas Department of Motor Vehicles required licensing package to qualify as an Independent Motor Vehicle Dealer which allows the business to sell vehicles in the state of Texas. License was obtained in 40 days versus 6 - 9 months average timeframe. * Completed State of Texas Office of Consumer Credit Commissioner required licensing package to obtain Motor Vehicle Sales Finance License which allows the business to offer financing to customers.* Completed paperwork required to establish relationships and lines of credit with vendors and distributors.

• I supervised three direct reports & six indirect reports.• Managed closing process, streamlining the process reducing timeline from 30 days to 4 days, with reports to CFO on day 5 to position company for initial public offering (IPO) and maintained during 9 years of being a publicly traded company.• Consolidated 4 diverse business segments into total company results for quarterly & annual reporting to SEC and investors.• Complete fieldwork for audits within 5 days for quarter end & 2 weeks for year end to meet SEC reporting deadlines, resulting in 9 consecutive years of clean audits.• Prepared Monthly Board of Directors Financial Packets• Implemented & managed policies & procedures effecting company-wide accounting operations impacting 200 accountants in diverse business segments• Conceived & delivered accounting training every 2 years corporate-wide for 200 accountants.• Validated accuracy of results by providing high level explanations• Accountable for foreign currency accounting including monitoring related currency gain/loss exposure.• Responsible for PeopleSoft Financials system from user side requiring working heavily with functional team to monitor changes in system & to maintain consistent set up/structure across all modules.• Spearheaded post-divestiture activities for 4 entities, recovering $25M in funds.• Implementation of Sarbanes Oxley (SOX) for Mail Services division, completing all audits with zero exceptions.• Systems Implementations–led 2 systems conversion & a team member on many others• Overhauled financial M&A integration process used on 11 M&As valued at $834M• Determined methodology for allocation of costs to the business segments for payroll-related benefits/taxes & Information Technology• Processed monthly actual distribution of charges & validation of allocations against actual costs • Responsibilities included supporting various business support groups• In charge of benefits related accounting

Budget/forecast Manager for the Network Service Line of Business with 3 reports• Worked with the department heads on an annual basis to complete the budget and monthly to determine changes to the forecast. • Worked with the LOB Controller during close to monitor close process and validate the results.

ADS was recently formed and Executive Management wanted to get a better understanding of the company’s cost structure for products/services offered. • Analyzed products/service to determine fixed and variable cost components• Worked with Pricing Department to update pricing models• Worked with Sales Department on new product offering

Responsible for all aspects of account payable operations and managed four (4) A/P associates. Supported management as company was divested from JC Penney by performing analysis and preparing reports to provide to perspective buyers. Supported management as company transitioned to a standalone company by establishing new processes and working with auditors on closing transactions. Earlier positions include

Responsibilities included preparing tax returns for individuals, IRS correspondence, performing monthly write-up work for 3 clients and performing testing procedures for audit field work on nonprofit organizations.