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Work Background
M&A Integrations Project Manager
NextechM&A Integrations Project Manager
Nov. 2023
Chief Financial Officer
CORE MechanicalChief Financial Officer
May. 2021 - Nov. 2023Conroe, Texas, United StatesI assumed the role of Chief Financial Officer in 2021 to identify and address areas of concerns for realizing continuous operational improvements while developing and implementing effective financial strategies. My job duties included managing financial operations, including accounts receivable/payable, billing, collections, and payroll. Lastly, I performed detailed financial analysis in order to minimize costs by reducing expenditures.  Stabilized business performance and Increased revenue generation by improving and maintaining EBITDA margins from 5% to between 12 and 20% monthly.  Assisted CEO in financial planning activities in order to maintain and achieve high ROI rates.
Vice President Finance
CORE Mechanical, LLCVice President Finance
Oct. 2018 - May. 2021Houston, Texas AreaI was appointed as Vice President Finance in 2018 and I guided financial decisions by enforcing strict policies. I also tracked and reported financial condition while handling all cash flow procedures. Lastly, I conducted internal audits and monitored business performance while protecting organizational assets by establishing business plans geared towards financial security.  Allocated resources and maintained budget above forecast predictions during COVID-19 pandemic.
Office Management
Woodson’s LocalOffice Management
Jan. 2017 - Jun. 2018I was appointed as Office Manager in 2017 and I fulfilled a wide variety of administrative tasks, including daily scheduling, tracking expenses, and management correspondence. Also, I performed bookkeeping duties while identifying and resolving discrepancies in records. Lastly, I managed all on-boarding procedures with proper HR paperwork.  Organized inventory and restructured expenses resulting in an inventory loss of 5%.
Asstistant General Manager
Kona GrillAsstistant General Manager
May. 2014 - Oct. 2016I was appointed as Assistant General Manager in 2014 and I assisted with a number of administrative duties, including payroll management, human resource operations, scheduling, and accounting responsibilities. I was also acknowledged by senior management for delivering exceptional managerial support.  Maintained food costs below 25% on a monthly basis.
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