Provided leadership and owned the preparation of all financial statements, financial reporting, and associated management reporting. Maintained overall responsibility for the leadership and management of the organization's accounting functions, including general ledger, payroll, accounts receivable, annual audit, tax, and regulatory compliance. Established accounting policies and procedures and ensured a system of internal controls over financial reporting. Responsible for determining the appropriate accounting treatment for transactions impacting the company and the adoption of new accounting pronouncements. Key Achievements: Successfully overhauled and maintained the General Ledger, which had been neglected for five years. This included multiple entities, both wholly owned and equity investments.  Led the rebuilding and restructuring of the accounting department.  Co-managed the implementation of Insperity as HR and Payroll provider, reducing the number of providers from 5 to 1.  Accelerated month-end close by ten days.  Implemented lease and revenue recognition standards within the company. Co-leader in enhancements and implementation to ERP system (Sage Intacct).

Prepared, analyzed, and delivered weekly, monthly, and annual financial reports to senior management at a private equity oil & energy corporation supplying pipeline solutions to clients on a multinational level. I controlled all month-end close processes for U.S. and offshore locations and ensured balance sheet accounts were reconciled by established timelines.Contribution Highlights: Direct Accounts Payable, Accounts Receivable, and General Ledger teams and day-to-day performance.  Ensured completion of technical accounting initiatives and special projects.  Supported all analytical requirements regarding project analysis and variance reporting. Lead several Lean Kaizen functions for AR, monthly close, and GL duties. Implemented Lean methodology in Kaizen events to foster continuous improvement in functional areas and team workload. Implemented, safeguarded, and managed accounting policies and standards.  Calculated debt covenant calculations for banking partners. Collaborated with Big 4 accounting firm during annual audits and on technical accounting matters.

Contracted by this major supplier of technology and infrastructure for the energy industry, I was hired to lead Technical Accounting matters for a period of 8 months. In this position, I created and tested internal controls and managed ASC 606 (Revenue Recognition) assessment and execution.Contribution Highlights: Evaluated new accounting protocol pronouncements and their impact on the company. Restructured accounting practices companywide as requested by the executive team. Partnered with the IT unit to establish new accounting and reporting files supporting the company's treatment under US GAAP. Performed accounting guidelines research and devised white papers outlining the firm’s scoping, selection, testing, and implementation of all accounting policies. Logged relevant footnotes to be submitted with SEC filings upon adoption. Liaised with Big 4 auditors and peer group externally to launch accounting position and execution method.

In March of 2017, I was summoned to direct accounting and finance operations on an interim basis for a public oil & energy company specializing in the timely pipeline transportation of products for major corporations. Contracted to assume duties immediately, I directed four employees for a 1-month duration until the permanent placement for Director was filled. I also prepared financial statements encompassing Financial Statement Notes and Management's Discussion & Analysis.Contribution Highlights: Managed the submission of the company’s periodic filings with the SEC, including XBRL tagging.  Interacted with the Accounting department to finalize the monthly consolidation process. Examined accounting practices and reporting. Evaluated quality in reporting and suggested process improvements for senior management decision-making.

In my next role, I controlled technical SEC and U.S. GAAP research for a Houston-based, publicly traded, Fortune 500 automotive retailer. I oversaw budget administration and variance analysis and collaborated with internal units, external auditors, and attorneys to provide supporting data, technical accounting guidance, and support. In addition, I secured governance, the continuous improvement of internal controls, and implemented business process redesign methods.Contribution Highlights: Prepared internal company memos documenting positions of new and existing accounting/reporting policies, such as revenue recognition (vehicle sales/financing, service & insurance contracts, maintenance & repair services, and vehicle parts); convertible debt; guarantor/non-guarantor financial statements; leases; risk of loss; and stock-based compensation. Coordinated quarterly 1934 Act filings (Forms 10-K & 10-Q) with the U.S. SEC along with attached schedules provided within the quarterly earnings release. Organized and reconciled monthly journal entries and schedules related to derivative financial instruments, interest rate swap instruments, foreign currency hedge contracts, stock-based compensation, personnel share activity, debt repurchases, and amortization & treasury share transactions. Formulated and audited statutory financial statements related to various foreign subsidiaries.  Directed U.S. Census Bureau and other governmental reporting regulations. Led recruiting efforts at Stephen F. Austin State University to hire talent for the company's Finance Management Trainee program.

Continuing my career as a senior finance manager, I simplified internal and external, FP&A, corporate accounting, and treasury services for a leading U.S. utilities company. Here, I provided monthly operating reports by operating segment for shareholders, executives, and financial entities. I also engaged with the CEO, CFO, and additional corporate/business leaders to address urgent financial matters. Most notably, I initiated profitable partnerships with external Big 4 auditors and managed audit operations.Contribution Highlights: Furnished U.S. GAAP financial statements on an annual and quarterly basis for shareholders and creditors.  Coordinated all data submitted to external sources. Steered Asset Purchase accounting and all related push down accounting and valuations. Expedited all research, documentation, and application of U.S. GAAP technical accounting principles as required and directed daily accounting operations. Led as a subject matter expert in revenue recognition, segments, discontinued operations, and impairment analysis & leasing.  Incorporated fresh start accounting within the company following its acquisition by a JPMorgan equity fund.

In my next position, I was recruited by the senior management team of a major publicly traded corporation construction company providing electrical contracting services to commercial, industrial, and residential customers in the U.S. In my new director role, I managed a team of three within the financial reporting division and served as a critical contributor on the FP&A team. I executed yearly budgeting and forecasting procedures through the organization and safeguarded proper documentation and internal controls per SOX regulations. Simplified numerous internal financial reporting metrics, encompassing the cash flow statement, monthly flash report, and budget to actual variance analysis. Led financial reporting, month-end closings, and consolidation procedures in collaboration with field finance managers nationwide in compliance with percentage of completion accounting.Contribution Highlights: Streamlined, tied-out, and filed SEC Forms 10-K, 10-Q, and 8-K, including financial statements, footnotes, and MD&A sections.  Analyzed the monthly internal reporting package for executive and Board of Director review. Led the installation of financial reporting software for SEC filings (Clarity FSR, now IBM Cognos Analytics). Deployed transition to SAP-based consolidation software from the former Microsoft Excel method throughout the organization. Managed the application of SEC and U.S. GAAP technical accounting guidelines. Complied with quarterly earnings call preparation in support of developing positioning and proactive solutions to tackle investor concerns. Enforced quality assurance to streamline the consolidation and reporting of financial data, including utilizing the SAP Business Planning & Consolidation (BPC) system.

My next opportunity would lead me to a promotion as a Manager at a prominent American CPA and professional services firm. Here, I oversaw client services, consisting of delivering audited financial statements by deadline and communicating pertinent accounting/auditing protocols with clients’ financial, accounting, and corporate officers.Contribution Highlights: Administered all company filings, including 10-K, 10-Q, S-1, 8-K, and convertible debt offerings. Performed as the key client contact for assurance and advisory services. Tasks involved managing up to 3 engagement teams concurrently, the negotiation of fees, and billing/collection for all services rendered. Oversaw 8 staff members conducting the audit of a global rental tool company prior to a $100M acquisition. Supported client in integrating the acquisition into their consolidated accounting processes. Led domestic and foreign oilfield services, software development, health care services, franchisers, and offshore vessel corporations. Served as an active participant in the company’s mentoring program involving the mentoring 5 employees.  Spearheaded recruitment initiatives for the company at alma mater Stephen F. Austin State University.

After earning my Bachelor of Business Administration degree in Accounting and CPA license, I received my first major career opportunity at one of the largest accounting and advisory firms in the U.S. providing consulting, tax, assurance, and accounting services to a wide range of clients. For the next 3 years, I supervised the audit staff during regular audits.Contribution Highlights: Controlled consulting engagements assessing corporate management and operating practices. Steered audit planning, fieldwork, and all audit reporting. Prepared various financial reports and communicated findings and suggestions to both line and senior management.