SUMMARY

EDUCATION

Bachelors of Business Administration in Accounting

QuickBooks and Peachtree Expert. Oracle, Hyperion, Peoplesoft and MSNavision ERPs.
MS Access, Business Objects, Crystal, Platinum, and ACL Databases

EXPERIENCE

Confidential,Project Manager May 2006 – Present

Accounting Process & Procedures Consultant, Client - Confidential,
Conducted Financial Analysis of all REO Accounting and Financial Reporting ERP systems.

• Implemented process improvements, operational efficiencies and internal controls in accordance with GAAP, SOX and SEC requirements. Prepared Job Process Flow Charts.
• Wrote new procedures for the processing of Accounts Receivables, Cash Receipts and Accounts Payable.
• Directed IT programmers in development of automated workflow systems to replace labor intensive processes.
• Greatly reduced man-hour requirements during a period of rapidly increasing transactions.
• Facilitate staff changes (2 Managers & 2 Financial Analysts) and trained new staff.

Consulting CFO for a successful rapid-growth multi-unit medical group that had attracted the interests of investors (Private Equity Groups).

• Advised the CEO/Owner on accounting, finance, lease, legal and tax issues.
• Redesigned Chart Of Accounts to provide extensive Financial Reporting including monthly clinic and company level P&Ls and management reports.
• Prepared the company for its first audit in accordance with GAAP and SOX. Implemented accounting internal controls (SOX 404) and wrote policies and procedures. Prepared Financial Analysis, Four Year Financial Projection and extensive Financial Profile Narrative for potential investors.
• Managed AR, A/P and ADP PR accountants and clerks. Prepared Franchise and Property Tax, 940 and 941 Payroll Tax reports, W2s and 1099s.
• Made financial presentations to Investor Acquisition Teams, provided extensive reporting to their analysts, bankers, attorneys and auditors.

Additional Projects: Led a special task team on a SEC mortgage securities reconciliation project to resolve a backlog of SOX issues for EMC, the mortgage management subsidiary of Bear Stearns. Process Improvement for Texas Food Distribution company. Conduct various projects for the former CEO/Owner of MRN including escrow funds release, legal discontinuance of the company, and annual Payroll Tax reporting. Various projects with Dibon Consulting and Zimmerman International.

Confidential,LLP, Controller, Start Up through Sale of Company 1998 – 2006

• Designed GL Accounting, Cash Management and Project Cost systems, and managed HR functions.
• Managed AR, AP and PR accountants and clerks, responsible for General Ledger and Consolidated Financial Statements, Line of Credit, Cash Flow Management, Project Cost analysis, Financial Reports, budgets, internal controls (SOX 404), banking, Accounts Receivables, management reports and prepared Franchise, Property, and PR tax reports (POA).
• Conducted Financial Analysis, made written and oral financial presentations to the CEO and investors. MRN was sold in 2006 and the buyer moved the operation to Denver.

Confidential, 1996-1998
Project Manager

• Developed project operational plans and managed staff (2 to 14 direct).
• Evaluated Financial Statements, implemented business and financial process improvements and internal controls.
• Designed and implemented computer accounting systems for General Ledger (AR, AP & PR), Budgeting, Cash Management, Income and Payroll Tax Reports, Financial and SEC Reporting. Prepared Job Process Flow Charts.
• Prepared Financial Analysis and implemented operational efficiencies. Established policies, procedures, and internal controls in accordance with GAAP and standards now referred to as SOX.
• Projects included interim financial management, debt restructuring, turnaround projects, M&A, production cost, IRS negotiations, major reconciliations, new company start-ups, legal and tax research.

Confidential, 1988 – 1995
Accounting Manager, Government Mortgage Contracts

• Special Projects Manager. PreAudit Preparation, Brock Hotel, Cash Management. Trammell Crow Initial Public Offering (IPO), Conversion of 23 Partnerships to SEC Approved Wyndham Hotels, Inc. Forensic Savings & Loan Audit Team for FSLIC Investigations and analysis of S&L records.
• Government Contracts Accounting Manager, Created and Managed the C&L Mortgage Loan and Real Estate Accounting Division to provide services to the RTC (SAMDA) for 60,000 mortgages and 3,000 REO. Recruited, trained and managed the accounting staff of 8.
• Created and Managed the RTC Regional Services Mortgage Receipts Division, developed Cash Management and accounting processes for 200 entities, wrote Policies and Procedures, established audit and validation standards, trained and managed a staff of 10.
• Managed the Real Estate Sales (Receipts) Audit Department, wrote procedures, retrained and managed a staff of 12. Cleared a backlog of 1,500 sales.

Confidential,Texas 1982 – 1988
Accounting and Finance Manager 1985- 1988
Senior Accountant 1982 - 1985

• Managed a staff of 8 responsible for A/P, AR, Payroll, Fixed Assets and General Ledger activities, consolidated financial statements, Cash Management, budgets, tax, retail inventory / cost systems and financial reporting.
• Oversight and internal audit responsibilities for cash management ($56M ann.), payroll (3,000+ emps) and Construction Projects.
• Established policies, procedures and internal controls, verify compliance related to general ledger, accounts payable, accounts receivable, payroll, Retail and Restaurant inventories, cash management and contract obligations in accordance with GAAP.
• Reviewed and approved all journal entries, construction Job Costs, sales and payroll tax reports, foreign currency exchange calculations. Prepared interest and accrual entries.
• Managed capital investments, operational funding, and short-term investments.
• Conducted internal audits, major GL account reconciliations and budget variance analysis.
• Power of Attorney for PR tax issues. Interacted with VPs, directors, managers, auditors, IRS, contractors, vendors and bankers.
• Routinely conducted financial analysis, special projects and presentations for upper management.