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Work Background
Controller
Guadalupe BankController
Feb. 2025
Controller
DW Electric Co.Controller
Nov. 2024 - Feb. 2025Managed all aspects of financial management, including budgeting, forecasting, and financial analysis. Oversee A/R and A/P processes. Ensure compliance with regulations and maintain internal controls to safeguard company assets. Lead corporate accounting functions including reconciliations and account analysis. Prepare and present monthly financials and reports to senior management. Collaborate with external auditors during annual audits. Provide insights on financial concepts to support decision-making across departments. Develop and implement policies and procedures to enhance financial operations and reporting efficiency.
General Manager
72 Degrees Heating & Air ConditioningGeneral Manager
Sep. 2003 - Apr. 2024Directed financial operations, including budgeting, reporting, and risk assessments, achieving revenue growth of over 800%. Implemented comprehensive internal controls and compliance processes to enhance financial accuracy and regulatory readiness. Developed and executed capital and liquidity management plans, ensuring sustainable financial health. Led a high-performing team with a focus on operational efficiency and service excellence, aligned with community values.
Staff Accountant
Central Texas Electric Co-OpStaff Accountant
Oct. 2001 - Sep. 2003Prepared detailed financial reports for stakeholders and supported budget development to align with strategic goals. Conducted reconciliations and month-end closing processes, ensuring compliance with audit standards. Partnered with external auditors to streamline audit processes, providing precise financial documentation.
Internal Auditor
USAAInternal Auditor
Mar. 2001 - Oct. 2001Conducted thorough risk assessments and audits across financial and operational departments. Collaborated with departments to address audit findings and enhance internal controls. Delivered actionable insights through comprehensive audit reports, driving improvements in compliance and efficiency.
Equity Specialist
USAAEquity Specialist
Jun. 1998 - Mar. 2001Gained comprehensive knowledge of home loan products and mortgage processes, supporting audit-related functions through accurate documentation and compliance monitoring. Monitored loan pipelines, maintained detailed records, and collaborated with third parties to ensure smooth closing processes.
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