Highly accomplished, results-driven senior accounting and financial management leader with more than 15 years of progressive experience in finance and operations management. Demonstrated ability to streamline business operations, limit risk and create lean teams that drive growth and increase efficiency. Strong qualifications in developing and implementing financial controls and processes in addition to driving productivity improvement and change management. Possesses solid leadership, communication and interpersonal skills to build alignment and engagement with all levels of staff and management.
Core Qualifications
Financial Operations Management
Controllership and Decision Support
Business Planning and Analysis
Advanced Financial Analysis and Reporting
Growth Strategy Development
Profitability and Cost Analysis
Staff Management and Development
ERP Systems
Cash and Asset Management
Professional Experience
Chief Financial Officer , 2010 to Current Caliburn International – San Antonio, TX,
Managed a $16 million budget for privately held company in the underground construction industry. Oversaw all facets of financial operations including preparation of annual budget, forecasting, financial statement preparation and cash management. Developed and maintained internal controls designed to mitigate risk, enhance the
accuracy of reported financial results, and ensure that
reported results comply with GAAP.
Assisted management in strategic planning for future growth. In addition to the parent company, also managed multiple other entities including real estate holding LLCs, non-profits, living trusts, and a restaurant.
Tightened internal controls and developed aggressive growth model, yielding highest gross profit levels in 32 year history.
Oversaw opening of 2 new branches, presenting management with "what if" scenarios to optimize growth strategy.
Researched and managed transfer of Fund Management of D.P. Nicoli's 401k retirement plan, increasing plan value 20% since transition.
Evaluated and oversaw transition of D.P. Nicoli's health insurance plan to new provider, providing quality coverage to employees while controlling costs.
Drove team alignment, stability and consistency in finance department, significantly increasing retention of team.
Assumed high-profile role in acquisition of a restaurant investment, including project management, ROI analysis and asset transfer.
Controller, 2005 to 2010 Accura Healthcare – Redfield, SD,
With four staff members, responsible for all aspects of accounting operations including A/R, A/P, fixed asset management, inventory control, credit and payroll functions. Prepared timely financial statements for presentation to CFO and senior management. Performed complex general accounting functions, including preparation of
journal entries, account analysis and balance sheet reconciliations. Assisted CFO with preparation of annual operating budget. Regularly reviewed and developed policies and procedures.
Reduced monthly close from nine to five days in first five months.
Collaborated with CFO and senior management to evaluate costs and
operational expenses during onset of recession; strategic reductions
allowed D.P. Nicoli to grow during the recession.
Managed accounting department staff, reducing department size from six to four through talent development.
Created supporting cost schedules to improve preparation and presentation of annual operating budget.
Senior Accountant, 2005 to 05/2006 American Tower – San Diego, CA, Responsible for fiscal administration and budgetary analysis for medical
facility with operating revenue of $40 million and 65 full-time staff. Functioned as contact for various accounting transactions and as advisor
to new managers, providing information, advice, policy interpretation
and analysis of budget to actual performance. Approved account reconciliations and prepare journal entries. Directed, reviewed and evaluated the work of Accounting Associate support staff. Coordinated and conducted research, collection and analysis of diverse
data to support financial statements and develop operating budget.
Prepared detailed collections analysis to ensure accuracy of accounts receivable reserves and revenue deductions.
Created and maintained departmental budget to actual variance analyses to strengthen fiscal planning in more than 30 cost centers.
Accounting Manager, 04/2000 to 05/2006 Legacy.Com – Chicago, IL, Responsible for financial and operational management of espresso roaster and machine distributor. Prepared and analyzed financial reports, budget projections and pricing strategies. Monitored various G/L accounts, prepared journal entries and maintained fixed asset schedules. Consulted with corporate management, technical services and office
support staff to ensure implementation of policies and procedures. Assisted in hiring, training and delegation of duties to support staff.
Created comprehensive product inventory system and master price catalog, allowing for clear profit analysis and identification of pricing strategies to enhance revenue.
Updated billing system to link sales, warehouse and accounting departments, substantially improving client order processing and inventory control.
Loan Processor, 1998 to 1999 East West Bancorp, Inc. – Temple City, CA, Coordinated and conducted research and collection of relevant data in
preparation of loan packages, providing comprehensive and analytical
support in accordance with lender specific guidelines. Ensured
compliance with underwriter conditions and coordinated loan funding.
Interfaced with loan brokers and various mortgage lenders regularly.
Education
Bachelor of Arts: Economics, Expected in 1998 University of California - Santa Barbara, GPA:
Dean's Honor List
Bank of America Scholarship recipient
Alumni Scholarship recipient
Finalist, Sigma Phi Epsilon Balanced Man Scholarship
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