Finance / Accounting

Funeral Home - Houston

Prepared five year business plan, installed accounting system and integrated it with an outside software firm.

 

Casket Manufacturer - Houston

Assisted the owner in selling his business -- developed a two year strategic program to maximize its value.  Prepared new brochures, did pre-qualification of business brokers.

 

Tire Retailer - Houston

Developed a four-year program to prepare the owner's son to take over the business. Integrated the company's accounting with an outside software firm.

 

Nonprofit Organization -  Home Owners Assn – Arizona

4,000+ members, country club, etc.

Complete overhaul of accounting.  Implemented new Chart of Accounts; shortened annual billing time from five weeks to 5 days; set up departmental accounting; trained new bookkeeping staff.

 

Tire Recycling Company - Houston area

Complete overhaul of accounting.  Set up company for handling rapid growth into multiple markets; counseled president on raising new capital, trained bookkeepers.

 

Non-profit Organization -Houston

Complete overhaul of accounting.  Implemented new Chart of Accounts; set up proper grant accounting system for this $1.8mm social services agency.  Continue to serve as outside accounting consultant.

 

Non-profit Organization -Houston

Interim Director of Finance - Corrected weaknesses in grant accounting.  Guided this $4mm agency through its audit.

 

Ethanol Trading Firm -Houston

Designed an accounting solution that integrated sophisticated logistics software with their existing accounting system.

 

Nursing Home Holding Company – Houston

Forensic Accounting Project that revealed and corrected serious weaknesses in accounting procedures in various facilities.

 

Medical Services Firm -Houston

A 550-employee firm operating in several states

Interim Assistant CFO - Overhauled and upgraded accounting.  Performed their first company-wide fixed assets audit.  Performed an internal audit of all sales tax matters. Worked with outside CPA's to strengthen management accounting procedures.  Trained senior and middle management members on analytic performance tools. Developed a cost accounting system down to the lowest operating area level.  Performed a risk analysis of all major vendor/customer relationships, identifying omissions in contracts and showing how to correct them.  Developed a model for standardizing profit analysis before and during contract negotiations with new clients.  Revenue had stagnated at $25 million for the prior two years.  After all of the above It jumped immediately to $30 million and reached $50 million two years later.  (I projected ultimately reaching $90 million.)

 

Multi-state steel processor -Atlanta

Interim Exec.VP.  Finance and administration. Restructured entire company; integrated Accounting and Operations computer systems; cut costs (lowered admin. expenses over $100,000); Moved financial administration from Miami to Atlanta.

 

International seafood company - New York, Houston

Interim CFO.  Primary task: Uncovered fraud in their Mexican shrimp farming operations.  

 

Mini-conglomerate – Houston

VP/Administration and Finance – (was CEO of a chemicals trading subsidiary), Responsible for every department except marketing.  In seven years helped take five separate companies from startup to almost $80 million in revenue -  

 

International Project Management Company -Houston

Interim CFO/Controller Replaced the existing accounting staff and trained a new team.  Set up government project accounting methodologies.  Designed a custom payroll recording system for employees assigned to a foreign client in the Middle East. (A challenging payroll problem that involved US, English and Saudi employment laws).  Reestablished arms-length procedures for foreign subsidiary to comply with tax regulations. Installed customized accounting and reporting systems and assisted in developing a multi-firm holding company. Designed an integrated forecasting and reporting model with roll-up of information from field project managers to provide senior managers with a complete overview of the entire company.

 

Logistics consulting firm -Atlanta, Miami

Interim CFO position.  Prepared growth strategy program; upgraded accounting; prepared comprehensive business plan; negotiated new bank credit facility.

 

Field service company for the power generation industry - Atlanta

Interim CFO position.  Computerized entire company; installed new accounting; trained all admin personnel on efficient practices; helped renegotiate new contracts with major customers; expanded service charge base. Negotiated joint-venture in Puerto Rico. Revenues increased over 400%  in ten months. Gross profit margin increased from less than 10% to over 40%. The company was sold less than a year later to an international conglomerate.(Trained in use of Primavera P3 project management software so company could integrate reports directly with power company clients.)

 

International Chemicals Trading Company - Houston/Beijing

Installed customized accounting and inventory/logistics reporting systems for US operations.  Identified serious credit exposure to a major customer and helped develop a strategy to prevent loss.