Chief Financial Officer Resume Houston, TX - Hire IT People

SUMMARY

Financial leader for privately - held manufacturer of renewable wood pellet fuel.
Developed accounting policies for manufacturing activities and revenue recognition.
Coordinated annual audit and tax returns with CPA firms.
Managed USCIS EB-5 and New Market Tax Credit financing compliance.
Protested property tax valuations at appraisal district hearing. Hired outside counsel to appeal valuation in state district court. Met with county and city government officials to discuss tax incentives for plant facilities.
Worked with lenders to secure $6 million line of credit to finance inventory build.
Prepared financial models and presentations for potential equity investors.
Negotiated renewals of corporate insurance policies and worked with carriers on property claims.
Customized financial reports in NetSuite ERP to reduce use of spreadsheets.
Implemented weekly cash forecasting tool to improve cash management.
Managed banking relationships with four commercial banks, rationalized active accounts and strengthened payment controls.

PROFESSIONAL EXPERIENCE

Confidential, Houston, TX

Chief Financial Officer

Responsibilities:

Financial leader for E&P company producing oil & gas wells in the Texas Panhandle.
Implemented use of ERP to record production and automate preparation of state reports.
Developed strategy for outsourcing production accounting activities to third party provider.
Negotiated loan covenant amendments with lenders.
Purchased crude oil futures contracts (swaps) to hedge pricing for produced hydrocarbons.
Developed methodology to automate input of oil & gas purchaser data and severance tax returns.
Changed banking relationships to achieve cost and service benefits.

Confidential,Houston, TX

Principal

Responsibilities:

Provided post-acquisition integration support to publicly-traded financial services company. Supported conversion of legacy ERP systems at acquired entities to Lawson ERP.
Served on team to implement Vertex sales and use tax software in Lawson ERP system.
Worked on project team to execute offshoring strategy for backoffice departments to India and the Philippines. Assisted with selecting functions to offshore and choosing offshoring vendor.
Supported preparation of SEC Forms 10K and 10Q for NYSE-listed client using Wdesk and HFM / Hyperion. Wrote narratives and memos to support accounting positions.

Confidential,Houston, TX

Corporate Controller

Responsibilities:

Responsible for all accounting activities for NASDAQ-listed manufacturer of cellulosic biofuels.
Directed staff of twelve including A/R, A/P, cost accounting, tax, and purchasing.
Managed development of accounting controls and procedures to comply with Sarbanes-Oxley.
Led implementation of the COSO 2013 framework.
Attended Audit Committee meetings and prepared materials for Board of Directors meetings.
Supported generation of renewable energy numbers (RINs) from the EPA RFS2 legislation.
Served on risk management team that directed all company insurance and safety issues.
Assisted in the preparation and review of SEC filings, including Forms 10K and 10Q.
Led implementation of SAP project systems (PS) and COPA reporting modules.

Confidential,Houston, TX

Director

Responsibilities:

Led team to prepare five-year business plan for midstream energy client used to pursue recapitalization or potential sale of company.
Managed financial statement consolidation process for global freight forwarding business.
Supported client M&A activities by conducting due diligence, post-acquisition integration work and “earn out” reviews.
Re-engineered financial processes to help major oil tanker operator reduce monthly closing process from twenty-one days to four. Eliminated unnecessary accounting activities and reporting.
Supported filing of Forms 10K and 10Q for NYSE-listed oilfield services client. Streamlined quarterly closing processes, prepared accounting policy manual, and prepared PBCs for auditors.
Served as budget director for NASDAQ-listed chemical company for four consecutive years. Improved visibility of forecasted product margins and business segments to leadership.
Researched technical accounting issues for clients including consolidation of variable interest entities and related party transactions to reach agreement with external auditors.
Served as interim controller for flow computer manufacturer.

Confidential,Houston, TX

Performance Unit Controller

Responsibilities:

Managed financial activity for >$1 billion Thunder Horse and Holstein oilfield development projects.
Prepared joint interest accounting reports; defended company interests in JV audits.
Worked with tax department to prepare documentation used to claim million dollar R&D tax credits.
Transitioned financial reporting from UK/US GAAP to IFRS.
Assisted with Sarbanes-Oxley compliance, documenting processes and evaluating controls.
Forecasted cash requirements and monitored foreign currency hedges to effectively manage cash.