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Work Background
Hoya Vision CareTechnology Strategy Advisor
Jun. 2021Dallas, Texas, United States• Business process improvement and process automation initiatives within current technology stack resulting in increased operational efficiencies.
• Develop finance technology roadmap for CFO
• Successfully implemented cutting-edge ERP and financial automation tools, resulting in enhanced system performance and user satisfaction.
• Drove process optimization using Monarch, Insight Process Runner, and Easy Workflow. Conducted workflow analyses to identify inefficiencies, implemented automation solutions, and developed standard operating procedures (SOPs) for improved efficiency.
Witherite Law GroupFinance Project Manager
Mar. 2020 - Sep. 2021Dallas, Texas, United States• Led migration from Quickbooks to Acumatica Cloud ERP, streamlining financial processes.
• Connected Acumatica Cloud to Needles case management system for efficient case level financial reporting.
• Built multi-site financial reporting in Acumatica Cloud ERP for enhanced visibility and analysis.
Match GroupBusiness Process Management Consultant
Jan. 2018 - Jan. 2020Dallas, Texas, United States• Optimized Revenue reporting in SQL for 50 brands resulting in increased efficiency and accuracy.
• Implemented Vertex Sales tax and Kyriba treasury management systems to streamline financial processes.
• Led Microsoft Dynamics GP optimization and ERP selection projects to enhance operational effectiveness.
• Successfully implemented Virtual Credit Card system to improve payment processes and reduce costs.
Waples ManufacturingChief Financial Officer
Jun. 2016 - Dec. 2017Dallas/Fort Worth AreaWaples Manufacturing offers a wide variety of custom machining and fabrication capabilities. We take pride in our ability to save our customers time and money by providing turnkey production services. We provide machining, laser cutting, welding, shearing, breaking, assembly services and much, much more.
Cimcon Finishing LLCChief Financial Officer
Jun. 2016 - Dec. 2017Garland, TX• Managed financial operations for Cimcon Finishing LLC, overseeing budgeting, forecasting, and financial reporting.
• Implemented cost-saving measures and streamlined processes to increase efficiency and profitability.
• Led cross-functional teams to ensure on-time delivery, quality control, and customer satisfaction.
CXO CollectiveEquity Partner
Feb. 2012
FTS InternationalDirector of Accounting and Financial Systems
Jun. 2011 - Jul. 2012Fort Worth, Texas• Represent business users for all accounting and financial systems. Implement Microsoft Dynamics AX 2012 and Microsoft Management Reporter 2012.
• Develop global business processes for entire vertically integrated organization.
• Streamline systems to enhance accuracy and reduce month-end close cycle.
• Develop global financial reporting capabilities
Frac Tech ServicesConsultant - Dynamics AX 2009 Implementation
Feb. 2011 - Jun. 2011• Developed business requirements for Dynamics AX 2009 for all lines of business
• Identified and tested needed modifications to accomplish business objectives
• Identified relevant third party programs for integration with AX 2009
Goodman NetworksConsultant - Business Process Improvement
Oct. 2010 - Jan. 2011• Reviewed the Order to Cash business process for opportunities to improve application integration and streamlining.
• Documented all Order to Cash processes and developed recommendations for improvement.
GenbandConsultant - Oracle R12 Implementation
Sep. 2010 - Sep. 2010Serve as liason for accounting and finance department and IT organization to ensure that deliverables are met and desired functionality is provided at upgrade. Make recommendations on business process improvements within the scope of the integration and upgrade to Oracle R12.
AtriumConsultant - Inventory
Jun. 2010 - Sep. 2010Developed training materials and trained division personnel on perpetual inventory functionality in Oracle, including physical inventory, cycle counting, min-max planning, ABC analysis and standard cost updates.
EssilorConsultant
Sep. 2006 - Jun. 2010Oracle systems conversion for chart of accounts. A/R consolidation into Oracle from legacy systems. Offline financial reporting systems conversion and development. Systems developed in Microsoft Access, Excel, Monarch, Visual Basic.
Robert Half Management ResourcesFinancial Executive
Dec. 2005 - Jun. 2011
Xtria, LLCController
Feb. 2005 - Nov. 2005• Managed accounting function for entire company including three operating divisions.
• Budgeting, Forecasting and Financial Analysis for all divisions and consolidated entity.
• Handled divestiture of major line of business including due diligence and sale price negotiation.
• Internal control and policy development.
• Developed completely new financial reporting package using FRx and Excel to satisfy both financial and operational reporting needs.
• Developed SOX documentation for multi-division entity which included Software revenue recognition, milestone and percentage of completion contract revenue, equipment lease revenue and government contracts. • Developed control frameworks for each division and identified control gaps in current processes.
McKessonDirector, Capital Planning
Jan. 2005 - Dec. 2006San Francisco Bay Area• Rebuild and stabilize capital planning department for corporate IT systems.
• Develop Excel based capital planning/reporting tool to manage $50 million IT budget.
• Capital budgeting, financial analysis and continuous reforecasting of capital expenditure, depreciation, amortization and maintenance.
• Development of new SOX control narratives for capital planning group of Corporate IT and remediation of test deficiencies for existing SOX processes.
• SAP R/3 upgrade
• Implemented Hyperion Planning
Resources ConnectionConsultant
Nov. 2003 - Oct. 2004Consultant - MCI Restatement Team
Techniki Informatica/DVL Holdings, LLCChief Information Officer/Chief Financial Officer
Dec. 2000 - Sep. 2003CIO/CFO of IT/Telecom staffing company serving companies such as MCI, SUN Microsystems, Genuity, Level 3 Communications. Directed IT and Accounting policies for company.
Hunter DouglasInventory Manager/Assistant Controller/Plant Manager
Nov. 1999 - Dec. 2000Inventory Manager/Assistant Controller/Plant Manager for Dallas Fabrication facility.
Axcess, Inc.Manager of Operations Accounting
Feb. 1999 - Nov. 1999Carrollton, TX• Performed due diligence for company’s acquisition of video surveillance company.
• Responsible for financial reporting, budgeting, operational analysis and business process development.
• Responsible for supply chain management, standard costing, R&D units, engineering change orders, material resource planning
• Responsible for all inventory, purchasing and cost accounting functions
Danvid Window CompanyAssistant Controller
May. 1998 - Feb. 1999Carrollton, TX• Financial Reporting, budgeting, forecasting and product line profitability analysis
• Developed sophisticated costing models for new window lines in Excel using standard cost accounting
• Supervised accounts payable and payroll personnel
• Implemented new telephone system, biometric time and attendance system, and conversion to ADP PC payroll processing
• Implemented ACCPAC
Vitro PackagingInventory Control Manager
Oct. 1996 - May. 1998Dallas/Fort Worth AreaResponsible for inventory and logistics at the company's 25 public warehouses across the country.
DKM Ventures LLC dba Moore ConsultingPresident and CEO
Jan. 1994Dallas-Fort Worth, TX | New York, NY | Colorado Springs, COWork with companies of all sizes on Project Management, Business Processes, ERP Selection and Implementation, Financial and Managerial Reporting, System Optimization and shortening the close cycle.
US ArmyTelecommunications Equipment Operator 31M/31F
Aug. 1987 - Aug. 1991124th Signal Batallion, 4th Infantry DivisionNetwork switching systems and telecommunications equipment operator
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