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Work Background
Kroger Technology & DigitalSenior Product Manager F&A - Supply Chain
Dec. 2022RemoteDefine product roadmaps, create quarterly OKR’s, gather F&A requirements for various Transportation projects, and optimize user experience design for high-impact capabilities. Partner with executive leadership for product requirements, and maintain executive stakeholder team communications to accelerate adoption and maximize ROI. • Support a POC for consolidation centers processing fresh produce by defining required automation tools to reduce F&A process time, leading to improved efficiency and cost savings. • Collaborate with cross functional partners to outline a design solution for automating F&A transactions for a new revenue stream in Transportation. • Collaborated with business and technology stakeholders to develop a business case and cost estimate for a Capital Budget submission to support the launch of a new division. • Captured financial workflows and gaps for a new Enterprise Asset Management software, replacing 4 systems. Led the F&A onsite roll out of the product implementation for our maintenance teams.
TaliPayProduct Owner, Product Manager
Jan. 2020 - Dec. 2022United States, HoustonTaliPay is a fintech platform focused on logistic supply chains with its main objective to remove friction and increase transparency by providing integrated supply chain financing and rapid payments solutions in a SaaS offering. • Responsible for taking the Board of Directors vision to requirements, design, development, testing, deployment & review. • Designed modules for the cloud-based SaaS product. • Led (4) development teams from inception to concept implementation for each product line using the Agile Scrum method. Tali Automate (SaaS), TaliPay (Same Day Pay), Tali Finance (Fintech Product) • Streamlined Vendor Relations and managed push and pull API integrations for the success of the program. • Directed and managed the tasks of a team of (8) beta testers and (1) Quality Assurance Tester. • Managed the process of documenting and resolving defects in each platform. • Identified areas of the software for enhancements in user experience and key features. • Customized a same day payment program which included: an application platform (Google Play and App Store) with a virtual bank account and debit card for clients to have immediate visibility of their transactions. Concept launched live to our first beta client in January 2021. In one year with this (1) beta client we processed high volume on time daily payments of $5.6 MIL • Performed Customer Service tasks for same day driver pay program and clients. • Planned and presented potential client demonstrations. • Participated in Board of Directors meetings with cross-functional team and helped define the go-to-market strategies. • Implemented the onboarding and training for new users.
FilaMar Energy ServicesController
Jan. 2013 - Jan. 2020Houston, TX• Led the development and implementation of new procedures and features to enhance the workflow and efficiency of clients. • Oversaw all periodic financial transactions in general accounting, including accruals, deferred revenue and costs, prepaid expense, fixed assets, intercompany, eliminations, allocations, and other general accounting areas. • Managed the client’s revenue recognition, including revenue contracts, customer invoicing, accounts receivable, insurance billing, cash collections, and cash forecasting. • Facilitated efficient and effective team operations by reviewing complex accounting transactions, responding to inquiries, assisting with ad hoc requests, sharing knowledge and resources and recommending process improvements. • Directed and coordinated monthly closing process and ensure accurate preparation of supporting schedules for quarterly reviews and the annual financial statement audit. • Led financial modeling and due diligence in business development projects. • Prepared monthly account reconciliations for specific general ledger accounts. • Facilitated key presentations that involve financials for board of directors and investors. • Directed all budgeting, forecasting, finance, and cash management functions. • Developed valuation and performance metrics to value and prioritize significant content investments. • Executed operationally focused financial analysis and data gathering to support strategic and business development initiatives. • Collaborated with key business partners (HR, external auditors, outside legal counsel and executive leadership) providing accurate and timely data. • Ensured compliance with all federal, state, and local corporate, payroll, and other applicable taxes and regulations. • Developed relationships with internal and external stakeholders by providing support and guidance for accounting inquiries, ensuring accurate and timely completion of accounting functions and communicating process changes and improvements.
Breton Energy, LLCAccounting Manager
Jan. 2006 - Jan. 2013Houston, Texas Area• Performed all tasks associated with the general ledger, including enter monthly journal entries; execute monthly closing entries and year-end closing entries to ensure timely financial reporting. • Led the preparation of various supporting schedules and analyses for external financial, audit, and examination processes, including audited financial statements, footnotes, and supplemental information. • Prepare monthly account reconciliations for specific general ledger accounts. • Led process improvements to increase efficiency in processing and analyzed financial information. • Developed and maintained a proper system of internal controls to insure timely and accurate recordkeeping. • Prepared monthly account reconciliations for specific general ledger accounts. • Oversaw vendor set-up and payment process. • Prepared monthly Joint Interest Billing for investors. • Monitored cash collections and reserve accounts. • Facilitated all external and internal audit reviews. • Created system to track and manage Master Service Agreements and insurance certificates. • Integrated an excel invoice structure with QuickBooks. • Identified cost savings projects, including meeting and brainstorming with “C-Level” executives and investors on efficiency and productivity. Skills: Accounting Management, Cost Accounting, Cash Flow Management, Internal & External Audits, Executive & Stakeholder Management, Account & Bank Reconciliation, Budget Development & Management, Financial Due Diligence, Financial Planning & Forecasting, Revenue Recognition
Page PartnersFinancial Accountant
Jan. 2004 - Jan. 2006Houston, Texas Area• Supervised six staff members to include staff meetings with agenda reports. • Prepared reports that summarize and forecast business activities including financial statements, P& L, business activity reports, financial position forecasts, and annual budgets. • Led general accounting functions which includes monthly, quarterly and year- end close activities, ad-hoc projects and research. • Constructed two-staged invoicing process in QuickBooks to reduce data entry for leases. • Reviewed master enterprise agreements. • Recorded accounting data for eleven brokers. • Maintained books for two separate entities. • Executed Presentations of Quarterly Budgets to Board of Directors. • Organized projects for company functions with clients inside or under company budget. • Created Personalized Reports for each broker to track individual performance. Skills: Accounting Management, Cost Accounting, Cash Flow Management, Internal & External Audits, Executive & Stakeholder Management, Account & Bank Reconciliation, Budget Development & Management, Financial Due Diligence, Financial Planning & Forecasting, Revenue Recognition
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