REGIS UNIVERSITY — Denver, CO Masters in Business Administration (MBA)
UNIVERSITY OF TEXAS — San Antonio, TX Bachelor of Science in Accounting (BBA)
Professional Designations:
* CPA (Certified Public Accountant in Texas) * CIA (Certified Internal Auditor) * Six Sigma Green Belt (University of Michigan) * Project Management Professional (PMP) * Certified Scrum Master (CSM)
Social/Volunteer Organizations
Volunteer with TSCPA and Heritage Elementary School.
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LEGENDARY CONSULTING, LLC — Grapevine, TX
Consulting firm providing imterim controller, software implementation, and process improvement services to small and medium-sized organizations.
Interim Controller, 2011 to Present
Contracted to provide interim controller support for support through IRS audit, year end audit, and 990 preparation.
STARKEY HEARING FOUNDATION — Grapevine, TX
Non-profit organization conducting hearing missions around the world with $10M in annual donations.
Controller, 2008 to Aug 2010
Recruited to help take the organization to the next level, guiding them to improved controls, external audit results, and tax compliance. Worked with management to create policies and procedures; implement appropriate accounting system and donor database; and train accounting personnel.
Key Results: * Managed accounting group responsible for general accounting, accounts payable, accounts receivable, fixed assets, banking, cash flow, budgeting, tax compliance, investments, internal and external reporting (2 people). * Determined control weaknesses and implemented mitigating controls such as separation of duties, physical control, as well as policies and procedures to minimize organizational risks. * Successfully implemented new Sage MIP accounting and Fundraising 50 systems in two-month time frame to improve reporting & controls (23,000 constituents). * Worked with IT and web designer to create online registration database and process for management of $5M annual gala event (including record keeping, payments, events, invoicing, and follow-up). * Reduced deposit lags of weeks by employing direct deposit system through Wells Fargo bank with installation of check scanning devices (from days to hours). * Accountable for creation and management of internal and external reporting, as well as external auditor coordination. Reduced audit timeline from eight to two months. * Established organization with the Better Business Bureau, mGive texting, and other public charity sites.
STA TRAVEL, INC. —Lewisville, TX
US Headquarters with $300M in annual sales for a billion dollar international college travel company.
Assistant Controller, 2007 to 2008
Hired to provide professional leadership to the general ledger group, strengthen controls, reduce audit adjustments, and become an advocate with the headquarters organization.
Key Results: * Directed general ledger group of 5 responsible for general accounting, inventory, fixed assets, banking, cash flow, tax compliance, and external reporting. Reduced close from 5 to 3 days. * Deciphered banking issues and enacted process improvements to research and clean up from a six-month lag in the Accurate system. * Created an Access database connected to online reporting in order to record and manage inventory in a timely manner (cards, gear, and books). * Supported external audit and reporting with international headquarters in London. Audit for 2007 contained the least number of exceptions that the company had ever gotten (6 vs. 15). * Coordinated company cash flows on a daily basis including forecasting, reporting, and approvals. Improved cash flow forecasting accuracy to reduce vendor payment lags. * Implemented local controls and procedures; managed control environment. Documented all procedures for publication on the company intranet.
SUSAN G. KOMEN FOUNDATION — Dallas, TX
Affiliate finance division ($60M) of a non-profit organization that focuses on breast cancer research and prevention ($180M).
Affiliate Finance Manager, 2006 to 2007
Directly responsible for training, oversight, auditing, and tax reporting for all small and medium affiliates.
Key Results: * Produced and presented financial and board development materials to affiliate boards and internal staff. * Determined the needs of the affiliates to create templates and help guides for easier management of their organization. * Learned about board of director issues in order to develop and deliver financial training classes to boards throughout the United States. * Researched federal, state, and local tax and GAAP issues to ensure compliance and effectiveness of affiliate finance organization. * Streamlined annual audit process by finding and utilizing a web-based project management software solution.
JA MAJORS COMPANY — Lewisville, TX
Medical book distribution center ($85M) for a media distribution company worth $450 million in sales.
Divisional Finance Manager, 2005 to 2006 Retained to oversee transfer of accounting to headquarters and provide local financial support.
Key Results: * Provided an access database to assist operations in productivity, payroll, and other warehouse measurement tracking. * Prepared monthly financial statements, metrics, analysis, and reporting to aid management with decision making. * Represented company in IRS audit; saved $100K.
CARDINAL HEALTH — Fort Worth, TX
Pharmaceutical plant ($40M) for a medical distribution company worth $65 billion in sales.
Assistant Controller, 2004 to 2005
Challenged to implement new JD Edwards system, design and execute Sarbanes Oxley testing, and manage accounting function for the organization.
Key Results: * Managed all accounting including standard costing, fixed assets, payables, work order completions, billing, cash receipts, general ledger, month end close, account analysis, and reconciliations (3 employees). * Responsible for the Sarbanes-Oxley analysis, documentation, attestation, and testing. * Implemented JD Edwards system for procure to pay, fixed asset, inventory management, plan to produce, and order to cash processes in six-month time period. * Oversight for all Capital Authorization Requests including approvals, project completion, placing assets in service, and closure giving management visibility to capital project outcomes.
JOSTEN, INC. — Clarksville, TN
Printing plant ($60M) for scholastic manufacturing company worth $700 million in sales. Plant Controller, 2002 to 2004
Recruited to direct all accounting and administration, provide financial and metrics reporting, as well as coordinate efficiency planning and tracking.
Key Results: * Performed all accounting including reporting, forecasting, budgeting, standard costing, general ledger, month end close, account analysis, variance analysis, metrics, and reconciliations. * Created MS Access database to track inter-company billings. * Applied Lean Manufacturing concepts to save $900K annually in costs. * Created and provided monthly plant financial statements, variance analysis reports, quarterly metrics, and presentations for local and corporate management. * Improved internal controls, implemented new procedures, audited assets, and reduced inventory by 10%. * Managed all data entry, IT, administration, accounting, and billing functions (12 employees). * Implemented real-time bar coding system to improve production data timeliness and accuracy. * Utilized lean manufacturing projects to focus production on customer satisfaction and save $1M annually.
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Winner 2012 Acquisition Int'l Magazine Award
Training Insights shared with Forbes.com 
2012 Chair Leadership Awardee
2012 Chapter Leadership Awardee
Newly Elected FIMC
Chapter Recognition Award 2012
C2M Live
2012 Distinguished Service Awardee
2012 Chair Leadership Awardee