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Work Background
MotivantCFO/Controller
Jul. 2025United States, DallasI maintain all accounting aspects for a family owned multi-business company. We are rapidly growing by adding new businesses and locations to our company. I am in charge of the day to day accounting along with financial statements and everything in-between. Interco cash management is a big part of my job on a weekly basis plus keeping the interco accouts balanced.
Timberlake & Dickson, Inc.CFO
May. 2021 - Mar. 2025Dallas-Fort Worth MetroplexSignificant accomplishments include: • Progressive increase in responsibility with annual billings increasing from $7 million to $20 million • Increase in GPM from 22% to 27% resulting in a $1,000,000 increase in Gross Profit by optimizing operational efficiencies • Implemented cost-saving measures that reduced operational expenses by 15%, resulting in annual savings of $212,000 • “The Bomb” winner in January 2023 for recognition of a person that can get things done • Decreased DSO from 92 days to 47 days in under 2 years, enhancing cash flow and reducing credit risk • Implemented a rolling 13-week cash flow forecast • Coordinated software conversion from Sage 50 to NetSuite • Developed a monthly analysis report showing expenses by profit center with comparison to budgets • Retained an outside IT company to keep our equipment running efficiently, resulting in an increase in productivity due to less computer problems • Outsourced payroll to a PEO, resulting in time saving for accountants and a more robust benefits plan for employees while saving the company 20% on benefit payments Primary responsibilities include: • Build and lead a high-performing finance and administration team of 2-3 people, fostering a culture of accountability and continuous improvement. • Mentor finance and administration staff, providing professional development opportunities and performance feedback. • Collaborate with executives and department heads to drive strategic initiatives and operational efficiencies • Lead budgeting processes, ensuring alignment with strategic priorities and operational capabilities • Conduct financial forecasting, modeling, and scenario analysis to inform the executive team for decision-making • Provide monthly/quarterly financial reporting with variance explanation for actual, budget and forecast • Provide financial insights to support business development.
Hodge Management GroupController
Mar. 2015 - May. 2021Amarillo, Texas, United StatesSignificant accomplishments include: • Created and compiled a consolidated financial statement of all companies and owner’s personal information • Implementing a productive remote work environment during Covid • Taking the lead over construction for a new convenience store to be built on time • Developing a company handbook for parent company, athletic club and convenience stores • Coordinated and successfully implemented conversion of back-office software from QuickBooks to SSCS for convenience stores • Participated in fostering the growth of the Amarillo community by helping acquire a contract and a new ballpark for an AA baseball team, Texas Tech Vet School and many other philanthropy projects Primary responsibilities include: • Lead and Mentor a team of 5-7 direct reports across various business units, ensuring that they are adequately trained and equipped to perform their roles effectively • Prepare and present accurate financial statements for each business unit, as well as consolidated financial reports • Establish and monitor internal controls to safeguard assets and ensure compliance with regulatory requirements • Oversee cash management processes to ensure adequate liquidity for all operations across the enterprise • Analyze costs and identify opportunities for cost reduction and operational efficiencies across the enterprise • Manage financial systems and technologies to ensure accurate financial reporting and data integrity • Oversaw the company’s multiple insurance policies, including general liability, property, workers’ compensation, and professional liability, ensuring adequate coverage aligned with business needs
ScottcoAccounting Manager
Jun. 2012 - Mar. 2015Amarillo, Texas, United StatesSignificant accomplishments include: • Separated and established an HR department outside of the accounting department • Engaged outside company to train and mentor the management team to foster a cohesive work environment • Created multiple financial reports to improve insight into financial health • Helped CSR team migrate onto a new CRM platform, Jobber Primary responsibilities include: • Lead and Mentor a team of 5-7 direct report in the accounting department • Compile periodic financial reporting packages for management teams, accounting firms and financial institutions • Prepare annual budgets and strategic plans for multiple departments • Supervise general accounting functions including AR/AP, billing and collections, inventory, account and bank reconciliation, cash management, federal, state and payroll taxes, job costing, fixed asset management and payroll. • Oversee internal and external audits for the IRS, 401k, ESOP, workers comp, general liability and financial statements. • Develop, implement, and audit processes for automated workflows for administration and operations.
Tecta America ColoradoAccountant
May. 2007 - Jun. 2012Amarillo, Texas, United StatesAssisted controller in compiling periodic financial reporting packages for senior management, accounting firm and financial institutions. Performed general accounting functions. Perform Human Resource activities. Assist controller with internal and external audit. Developed, maintained, and trained personnel on ERP software and best use practices. Provided support for accounting activities. Build and maintain reports through Access and Excel to help give management team and others more information.
Taylor Petroleum Co, IncSupply & Distribution Manger / Bookkeeper
May. 2000 - Mar. 2005Amarillo, Texas, United StatesPrepare financial reports, develop budgets, and perform variance analysis in accordance with business plan. Compile periodic financial reporting packages for senior management and accounting firm. Oversee general accounting functions, including AR/AP, account and bank reconciliation, cash management, federal and state taxes, and bi-weekly payroll. Performed Human Resource activities. Manage approximately fifteen truck drivers throughout Texas that supply C-stores and outside customers with fuel. Control and manage inventories, prices and contracts at over 50 C-stores. Direct the repairs and maintenance of semi-trucks and trailers.
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