EXECUTIVE PROFILE
CFO ♦ VP FINANCE
Highly accomplished and passionate senior financial executive with a track record of providing sound financial leadership to start-up, turnaround and growth companies. Talented communicator with persuasive negotiating skills. Proficient at managing banking and vendor relations and securing financing from a broad range of financing companies and investors Experienced with international business. Industry exposure includes oilfield services, software development, distribution, restaurants, retail and financial institutions. Strengths include building infrastructure, positioning companies for acquisition, budgeting, working on mergers, contract negotiation, knowledge of labor law and human resource requirements, specialized industry accounting practices such as revenue recognition and SEC reporting. Read and write French and German at intermediate level.
Selected Achievements
« Located over $2 million in previously overlooked tax credits (Mincron Software Systems)
« Reduced corporate expenses by over 15% (Mincron Software Systems, Production Enhancement Group)
« Coordinated year-end close, annual audit, and successful acquisition by Callier Investments (Mincron)
« Coordinated creation, documentation and implementation of procedures in accordance with requirements for publicly held corporations (Production Enhancement Group)
« Created accounting and finance infrastructure in three companies
Areas of Expertise
X Financial Planning / Budgeting Stock Option Accounting Capital Financing
X M&A Software Revenue Recognition System Implementation
X Regulatory Compliance and Reporting Contract Negotiation
X Policies / Procedures implementation Legal / Accounting
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PROFESSIONAL EXPERIENCE:
2007 -
Present 3DGEO, INC., Houston, Texas (3-D Oilfield seismic data processor and software developer)
Vice President Finance
« Responsible for all financial accounting and reporting, including consolidation of two South American subsidiaries.
« Increased billing and collection times.
« Prepared budgets and cash forecasts.
« Maintained banking relationships and prepared required reporting.
« Secured over $500,000 in financing for capital equipment.
« Worked with counsel on multiple visa and green card issues.
« Worked on due diligence to prepare company for sale.
2006 -
2007 PRODUCTION ENHANCEMENT GROUP, INC., Houston, Texas (Publicly held oilfield services company)
Senior Vice President and Chief Financial Officer
« Built accounting department from inception.
« Reduced employee and commercial insurance and administrative costs by 15%.
« Implemented policies and procedures in accordance with Canadian securities regulations.
« Responsible for all regulatory reporting.
« Handled due diligence and corporate integration of four acquisitions.
« Effectively directed financial planning, budgeting, forecasting
« Coordinated with EVP Finance to secure $45 million in financing
2000 -
2006 INSITE OBJECTS, INC., Houston, Texas (Specialized product software developer)
Vice President-Finance and Chief Financial Officer, Board Member
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« Created all accounting, finance and HR infrastructure
« Established all external banking (including credit lines), insurance, accounting and legal relationships.
« Obtained receivables financing
« Maintained investor relations.
« Negotiated all license agreements and performed due diligence for potential mergers and acquisitions.
1995 -
2000 MINCRON SBC CORPORATION, Houston, Texas (ERP software system developer for distributors)
Chief Financial Officer
« Responsible for all daily accounting functions, risk management, treasury, and HR.
« Designed board reporting package,
« Secured line of credit
« Wrote employee handbook
« Instituting employee benefit packages
« Found over $2 million in tax savings from prior years
« Assisted in positioning company for acquisition as well as being an integral part of the team managing the sale of the company.
1991 -
1995 INDEPENDENT CONSULTANT, Houston, Texas (Provide expertise to clients including:)
« Resolution Trust Corporation
« Commonwealth United Mortgage
« Farnsworth & vonBerg, LLC
« Mincron Software Systems
« Various other clients
1990 -
1991 CPU CORPORATION, Houston, Texas (out of business) (Computer component distributor & trainer)
Vice President - Finance and Chief Financial Officer.
1988 -
1990 LUTHER'S BAR-B-Q, INC., Houston, Texas
Chief Financial Officer, Board Member
1976 -
1988 Twelve years in public accounting in Dallas, TX and San Francisco, CA at Deloitte & Touche and Grant Thornton
TECHNICAL EXPERIENCE:
Operating systems ‘V Unix, AS400, DOS, Windows
Software ‘V Microsoft Office Suite, Great Plains, Lotus 123, QuattroPro, WordPerfect, Flow, Visio, McCormick & Dodge, Keystone, Mincron, Real World, Juris
EDUCATION:
1975 MBA, (emphasis in accounting), Southern Methodist University, Dallas, Texas
1972 BA, (majors in French & German), Southern Methodist University, Dallas, Texas
OTHER: TEXAS CPA CERTIFICATE, January 1977
CALIFORNIA CPA CERTIFICATE, May 1981 |
