Experienced professional with a successful career in construction, software development, banking, business development, and administration, working alongside Private Equity Partners
Excels at interfacing with others at all levels to ensure organizational goals are attained.
Possess excellent interpersonal, analytical, and organizational skills.
An effective manager with the skills necessary to direct, train, and motivate staff to its fullest potential.
Strong MS Office skills including also extensive use of Textura, Sage 300CRE, ViewPoint, Great Plains, QuickBooks Sedona and Peachtree.
Member - Construction Financial Management (CFMA)
Overview
16
16
years of professional experience
Work History
Corporate Controller/ Corporate Finance Director
UNLIMITED TECHNOLOGY
Herndon, VA
06.2023 - Current
Transitioned all companies from cash to accrual based accounting in accordance with GAAP, including implementation of WIP following ASC606
Implemented streamlined process for WIP reviews with all branches within two separate legal entities ranging from Commercial to Federal projects, including EAC reviews, three month revenue and cost forecast
Fully reconciled all companies and was able to shorten month end from 21+ business days to 12 in four months, while managing a short staffed team and implementing clean-up efforts and standardization
Developed month end close checklist and reconciliation templates utilized across all consolidating companies which included corporate and eight subsidiaries within six different states including California, Texas, Florida, New York, Pennsylvania, and Washington DC
Conducted variance analysis review with comparison to budget, prior year and rolling twelve months and worked along FP&A team to draft, review and distribute all management reporting both internally and externally including lenders, private equity team, board of directors
Managed the 2022 and 2023 audit, worked closely with both internal staff and 3rd party audit team to ensure all deadlines were met
Corporate Controller
BLUETHREAD SERVICES
Englewood, CO
07.2022 - 04.2023
Developed month end deadlines including full year close calendar, created month end reconciliation work file for corporate and five subsidiaries
Transitioned all companies from cash to accrual based accounting in accordance with GAAP, including implementation of WIP following ASC606
Fully reconciled all companies and was able to shorten month end from 25 business days to 10 in three months, while maintaining a fully reconciled balance sheet
Hired, trained and developed corporate accounting staff as well as regional controllers for each subsidiary during my tenure had a total of six new hires as I was creating an accounting shared services platform
Fully transitioned accounts payable, cash receipts, month end reconciliations and all treasury from individual subsidiaries to shared service platform within first 6 months
Prepared consolidated monthly reporting package which included budged vs actual and variance analysis reviews
Managed OBS for new acquisitions - 1st one during my tenure was fully converted to accrual basis including WIP within 30 days of acquisition ensuring that our month end cycle was not disrupted
Controller FP&A (Corporate)
NATIONAL FIRE & SAFETY
Denver, CO
03.2021 - 07.2022
Internal promotion to corporate office from Frontier Fire Protection to work alongside CFO to drive change within the Finance and Accounting team while working alongside the Corporate Controller to streamline processes and efficiencies
Generated monthly consolidated financial statements for book of business which includes seven subsidiaries with annual revenue over $140M
Prepared weekly reports requested by CEO/ CFO for leadership calls such as consolidated Cash Flow Forecast, Consolidated Aging for both AR and AP, deviations from monthly/ weekly billing and collection targets and additional ADHOC requests
Developed and rolled out template for regional monthly operating reviews which included financial and operational KPIs
Developed Quarterly Board deck and Monthly PMO deck which includes key financial metrics such as budget vs actual by region, bookings, billings, backlog with focus on LTM and YTD growth, worked with regional controllers to gather all data while managing very tight deadlines
Responsible for training newly hired Regional Controllers in Texas, Colorado and Arizona, worked as interim Controller for both Arizona and Texas regions during staff transitions
Regional Controller (Frontier Fire, CO & UT)
NATIONAL FIRE & SAFETY
Denver, CO
11.2019 - 03.2021
Manage and mentor entire Finance and Accounting team including; Senior Accountant, Accounting Manager, two Payroll Coordinators, AP Clerk and four Project Accountants.
Work with each direct report to establish goals and objectives for each year and monitor and advise on the progress to enhance the professional development of staff.
Worked closely alongside operations to implement ProCore timesheets and streamline timesheet uploads which ultimately cut down 8+ hours of weekly processing time for payroll clerk.
Implemented upload templates for Job Cost, Payroll, Accounts Payable and General Ledger entries, allowing overall efficiencies in cutting back on duplication of data entry.
Implemented monthly reconciliation templates to ensure accounts are accurately reconciled and audit trail is on file for any adjustments needed.
Reconciled YE 2019 along with Sr. Accountant and cleaned up chart of accounts that had not been reconciled since YE 2018. Worked with internal team to establish better practices during month close.
Generate and review Financial Statements including MD&A, Cash Flow, Work In Process, and prepare presentation to review monthly progress with parent company including CEO, CFO and General Manager.
Controller and Human Resources Manager
CFC CONSTRUCTION
Golden, CO
09.2013 - 11.2019
Accomplish human resource objectives by recruiting, selecting, orienting, training, assigning, scheduling, coaching, counseling, and disciplining employees; communicating job expectations; planning, monitoring, appraising, and reviewing job contributions; planning and reviewing compensation actions
In charge of development and implementation of new procedures and features to enhance the workflow of the department. Point of contact for Change Order training, developed and implemented standard operating procedure for Field Staff
Train and oversee team of three Project Accountants, Payroll Clerk, Sales & Use Tax Clerk and Office Coordinator.
Work with each direct report to establish goals and objectives for each year and monitor and advise on the progress to enhance the professional development of staff.
Monitor status of projects including cash-flow, fee, budget changes and ledger analysis
Set up when necessary any ancillary subcontract billing modules.
Oversee payroll processing using ViewPoint
Post entries to general ledger and resolve any issues, in charge of bank reconciliations, ACH Payments, and check runs.
Answer payroll questions and process new hires, benefits, and labor agreements. Also manage 401K, Health, Dental, Short and Long Term Disability and Accidental Death &Dismemberment plans.
Generate and review Financial Statements, Cash Flow, Work In Process, submitted to lender for review on a monthly basis.