Strategic finance leader with robust experience in corporate financial management and strategic planning. Strong focus on team collaboration, driving financial performance, and adapting to changing business needs. Expertise in financial analysis, budgeting, risk management, and compliance. Known for reliability and achieving significant results through effective leadership and strategic decision-making.
Overview
37
37
years of professional experience
Work History
Contract CxO
High Performance Management Group, Inc.
05.2007 - 07.2024
Top executive leading all financial and shared services areas for a multi-billion dollar company
Raised over $150 million in new financing and negotiated over $200 million in renewals with improved economics
Obtained and oversaw project financing on Wall Street and also worked with commercial and agriculture banks
Developed and implemented a cash management strategy and practice to allow for seasonal trends and protect against catastrophic losses
Oversaw budgets, payroll, and accounts payable and receivable.
Reduced operational costs by identifying areas for improvement and implementing cost-saving measures across various departments.
Prepared accurate financial statements at end of quarter to summarize financial health and business performance.
Conducted detailed analysis of company financial information and oversaw preparation of related reports.
Managed relationships with external auditors, ensuring a smooth and efficient annual audit process with minimal findings or issues identified.
Mentored finance team members, fostering a culture of professional growth and skill development within the department.
Enhanced cash flow management through the development of robust forecasting models, ensuring optimal liquidity for business operations.
Presented financial results to board members and investors during quarterly meetings, maintaining transparency in communication regarding company performance.
Facilitated successful mergers and acquisitions by conducting thorough due diligence analyses and providing strategic guidance throughout the process.
Optimized working capital levels by closely monitoring accounts receivable/payable balances and taking appropriate actions as needed.
Represented organization at industry conferences and events.
Created succession plans to provide continuity of operations during leadership transitions.
Devised and presented business plans and forecasts to board of directors.
Monitored key business risks and established risk management procedures.
Facilitated regular leadership meetings to discuss progress on strategic goals, identify opportunities for improvement, and address challenges proactively.
Negotiated key partnerships with vendors, suppliers, and other stakeholders for improved collaboration and resource allocation.
Developed high-performing teams through effective hiring, training, and performance management strategies.
Mentored employees at all levels within the organization to support their professional development goals.
CFO
Pegasus Logisitcs
03.2003 - 05.2006
Oversaw budgets, payroll, and accounts payable and receivable.
Reduced operational costs by identifying areas for improvement and implementing cost-saving measures across various departments.
Prepared accurate financial statements at end of quarter to summarize financial health and business performance.
Conducted detailed analysis of company financial information and oversaw preparation of related reports.
Enhanced cash flow management through the development of robust forecasting models, ensuring optimal liquidity for business operations.
Oversaw deployment of strategic business plans to accomplish accounting, compliance, and revenue targets.
Drove revenue growth by developing pricing strategies that maximized both sales volume and profitability.
Led budgeting process, collaborating with department heads to allocate resources strategically and ensure alignment with organizational goals.
Analyzed operational issues and implemented corrective action to maximize profits.
Collaborated cross-functionally with other departments to drive process improvements that positively impacted bottom-line results.
Maintained P&L and shouldered corporate fiscal responsibility.
Managed financial, operational and human resources to optimize business performance.
Cultivated company-wide culture of innovation and collaboration.
CFO
Viastar Services
11.1995 - 02.2003
Conducted detailed analysis of company financial information and oversaw preparation of related reports.
Directed budget development, creation of budgetary controls and recordkeeping systems and investment management.
Enhanced cash flow management through the development of robust forecasting models, ensuring optimal liquidity for business operations.
Evaluated investment opportunities diligently, contributing to informed decisions regarding potential projects and their expected returns.
Drove revenue growth by developing pricing strategies that maximized both sales volume and profitability.
Presented financial results to board members and investors during quarterly meetings, maintaining transparency in communication regarding company performance.
Facilitated successful mergers and acquisitions by conducting thorough due diligence analyses and providing strategic guidance throughout the process.
Senior Financial Manager
Electronic Data Systems, EDS
01.1991 - 10.1995
Evaluated merger and acquisition opportunities through rigorous due diligence processes that informed executive decision-making.
As a business unit Controller. managed a team of finance professionals to ensure timely financial reporting and compliance with regulatory requirements.
Provided insightful recommendations on potential investment opportunities, supporting informed business decisions.
Championed change management initiatives within the finance department, fostering a culture of continuous improvement.
Worked with Corporate and Business Unit to develop pricing and decision modeling
Senior Internal Auditor
American Federal and Central National Bank
05.1987 - 12.1990
Presented clear, concise audit findings to senior management, offering actionable recommendations for improvements.
Minimized fraud risks by implementing comprehensive fraud detection strategies and conducting detailed investigations as needed.
Enhanced operational efficiency through the development and implementation of risk-based audit plans.
Improved internal control processes by conducting thorough audits and identifying areas for improvement.
Education
BBA - Finance And Acounting
Angelo State University
San Angelo, TX
05-1987
Skills
Cash flow management
Financial process improvement
Financial strategy development
Audit coordination
Corporate governance
Adaptability to change
Continuous learning mindset
Capital structure optimization
Business valuation techniques
Mergers and acquisitions experience
Performance metrics analysis
Strategic financial planning
Investor relations management
Working capital management
Debt financing expertise
Cross-functional team leadership
Financial analysis expertise
Corporate leadership
Financial management
Capital raising
Public address presentation
Management team leadership
Board reporting
Financial leadership
Timeline
Contract CxO
High Performance Management Group, Inc.
05.2007 - 07.2024
CFO
Pegasus Logisitcs
03.2003 - 05.2006
CFO
Viastar Services
11.1995 - 02.2003
Senior Financial Manager
Electronic Data Systems, EDS
01.1991 - 10.1995
Senior Internal Auditor
American Federal and Central National Bank
05.1987 - 12.1990
BBA - Finance And Acounting
Angelo State University
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