Results-driven financial manager with a proven track record in optimizing operations and enhancing customer satisfaction. Expertise in budgeting, invoicing, and team leadership ensures efficient business performance.
Overview
23
23
years of professional experience
Work History
Owner/Manager of Accounts and Finance
Lockridge Diesel Services, LLC
Henderson, TX
11.2017 - Current
Oversaw financial management, including budgeting, invoicing, and expense tracking.
Fostered strong customer relationships to enhance satisfaction and repeat business.
Managed day-to-day business operations.
Oversaw daily operations, ensuring all tasks were completed accurately and efficiently by team members.
Managed financial aspects of the business, including budgeting, financial reporting, and tax preparation.
Consulted with customers to assess needs and propose optimal solutions.
Managed purchasing, sales, marketing and customer account operations efficiently.
Streamlined account reconciliation procedures, reducing discrepancies and improving efficiency.
Handled accounts payable and receivable functions, ensuring timely payment processing and collection efforts.
Processed payroll for employees and reported payroll taxes for organization.
Processed vendor payments, invoices and account statements.
Supported year-end audits by preparing physical and digital records for review.
Reconciled balance sheets and income statements each month.
Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
Owner/Manager of Accounts and Finance
Lockridge Diesel Service
Henderson, Texas
01.2003 - 11.2017
Enhanced operational efficiency and productivity by managing budgets, accounts, and costs.
Reduced financial inconsistencies while assessing and verifying billing invoices and expense reports.
Spearheaded successful financial audits by maintaining accurate records and documentation.
Prepared internal and regulatory financial reports, balance sheets and income statements.
Utilized financial software to prepare consolidated financial statements.
Performed banking, business administration and financial tasks to guarantee five-star service for clients.
Oversaw financial management, including budgeting, invoicing, and expense tracking.
Managed day-to-day business operations.
Managed financial aspects of the business, including budgeting, financial reporting, and tax preparation.
Handled accounts payable and receivable functions, ensuring timely payment processing and collection efforts.
Processed vendor payments, invoices and account statements.
Supported year-end audits by preparing physical and digital records for review.
Reconciled balance sheets and income statements each month.
Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
Owner/Manager of Accounts and Finance
Big "T" Trucking
Henderson, TX
08.2004 - 01.2012
Maintained compliance with safety regulations and industry standards in all operations.
Negotiated price and service with customers and vendors to decrease expenses and increase profit.
Tracked employee attendance and punctuality, addressing repeat problems quickly to prevent long-term habits.
Oversaw financial reporting, ensuring compliance with industry regulations and company policies.
Coordinated audits with external partners, ensuring thorough preparation and adherence to standards.
Maintained policy, procedure and regulatory compliance business-wide.
Analyzed monthly balance sheets, income statements and cash flow information and wrote up reports.
Oversaw daily operations, ensuring all tasks were completed accurately and efficiently by team members.
Managed purchasing, sales, marketing and customer account operations efficiently.
Streamlined account reconciliation procedures, reducing discrepancies and improving efficiency.
Processed payroll for employees and reported payroll taxes for organization.
Enhanced operational efficiency and productivity by managing budgets, accounts, and costs.
Reduced financial inconsistencies while assessing and verifying billing invoices and expense reports.
Spearheaded successful financial audits by maintaining accurate records and documentation.
Prepared internal and regulatory financial reports, balance sheets and income statements.
Performed banking, business administration and financial tasks to guarantee five-star service for clients.
Oversaw financial management, including budgeting, invoicing, and expense tracking.
Managed day-to-day business operations.
Managed financial aspects of the business, including budgeting, financial reporting, and tax preparation.
Handled accounts payable and receivable functions, ensuring timely payment processing and collection efforts.
Processed vendor payments, invoices and account statements.
Supported year-end audits by preparing physical and digital records for review.
Reconciled balance sheets and income statements each month.
Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.