SUMMARY
Dynamic financial executive with extensive experience managing all facets of the financial accounting and financial management requirements of large publicly held and medium size privately owned companies in financial services and telecommunications industries. Proven expertise in financial accounting and reporting (external and internal), financial analysis and support, financial instruments and hedging strategies, accounting systems development and mergers and acquisitions.
PROFESSIONAL EXPERIENCE
2005 – Present Finance Director
Wal-Mart Financial Services, Wal-Mart Stores, Inc., Bentonville, AR
Direct the financial accounting, reporting, planning and analysis for a $100 million annual revenue division of Wal-Mart Stores, Inc. providing financial services products across the 3,200 store chain.
2003 – 2005 Vice President and Division Controller
BOK Financial, Inc., Tulsa, Oklahoma
Direct the financial accounting, reporting, planning and analysis of the Trust Division for a multi-state bank holding company with $13 billion in total assets and over 3,500 employees. The Trust Division managed over $21 billion in assets with a total staff of over 650 and included a mortgage banking subsidiary and broker/dealer operations. Managed a staff of 2 professionals, both Senior Financial Analysts.
1999 -2003 Chief Financial Officer
Red River Technologies, LLC, Tulsa, Oklahoma
Directed the financing requirements, financial record keeping, accounting and reporting for a start-up, management owned administrator of contact center services and telecommunications software development with first year revenues of $3 million and 45 employees. Responsibilities encompassed all the company’s financial and accounting requirements and managed a staff of 2 professionals. Company liquidated due to poor economic conditions.
Red River Technologies was the predecessor to Records Retrieval, Inc., which was sold to its major customer in February, 2001. As Chief Financial Officer for Records Retrieval, directed all financial aspects, including financing requirements, financial record keeping, accounting and reporting for this privately held provider of contact center services and telecommunications software development with annual revenues of $40 million and 1,700 employees.
1997-1999 Finance Division Director and Controller
Commercial Financial Services, Inc., Tulsa, Oklahoma
As chief accounting officer, directed all financial record keeping, accounting and reporting for a privately held debt collection company with annual revenues of $1 billion and 3,800 employees. Responsibilities included directing all consolidated financial accounting and reporting functions; establishing and maintaining accounting policies and procedures; administering payroll, accounts payable and treasury management functions; developing corporate-wide financial analysis projects and processes, acquisition analysis and due diligence support. Managed 45 professionals, CPA’s and clerical staff, reporting directly to the Chief Financial Officer.
1985-1997 Senior Vice President and Controller
Boatmen’s Bancshares, Inc., St. Louis, Missouri (acquired by Bank of America in 1997)
Chief accounting officer for a $41 billion multi-bank holding company operating in 9 Midwestern states with over 650 locations and 20,000 employees. Responsibilities included directing all financial accounting and reporting, all accounting policies and procedures, annual budget process, and various other financial analysis projects and processes. Participated in identification, due diligence, closing and integration of over 60 acquisitions of banks and bank holding companies. Managed a total staff of 37 reporting directly to the Chief Financial Officer, served on the board of directors of a subsidiary credit card bank and member of asset and liability management committee.
Page 2
PROFESSIONAL EXPERIENCE (con’t.)
1984-1985 Vice President, Assistant Controller
Union Trust Bancorporation, Baltimore, Maryland
Directed all management accounting and reporting including the annual budget, profit center reporting and installation of a major cost/profitability reporting system for a $2.5 billion commercial bank with 75 branches.
1980-1984 Assistant Vice President and Assistant Comptroller
Mercantile Trust Company, N.A., St. Louis, Missouri
Directed all accounting functions, including internal and external financial reporting, budgeting, cost accounting, and profitability analysis for the $4 billion lead bank of the state’s largest bank holding company.
1974-1980 Audit Supervisor
KPMG Peat Marwick, St. Louis, Missouri
Performed audit and consulting services for various clients in the financial services sector, privately-held companies and commercial/manufacturing industries.
EDUCATION
1974 B.S.B.A., Accounting, cum laude, St. Louis University
1976 Certified Public Accountant
MEMBERSHIPS
American Institute of Certified Public Accountants
President and Board member, Financial Executives International, Tulsa Chapter
Secretary and Board member, Financial Executives International, St. Louis Chapter
COMMUNITY INVOLVEMENT
Chairmanships with Jenks Public School Foundation annual auctions and golf tournaments
Treasurer and Board member Street School of Tulsa
United Way of Greater Tulsa and St. Louis, Day Care Allocations Committee and Fiscal Subcommittee
St. Louis University Business School Dean’s Council and Alumni Association Treasurer and Board member
Children’s Home Society of Missouri Parents’ Association President and Board member |
