Accomplished CFO with expertise in financial strategy, budget management, and regulatory compliance. Proven ability to lead teams and drive long-term investment strategies, ensuring organizational fiscal health and operational efficiency.
Overview
49
49
years of professional experience
Work History
Chief Financial Officer
Bowen, Miclette & Britt Insurance Agency LLC
Houston
10.1983 - Current
Directed financial strategy to align with agency goals and market conditions.
Managed budget preparation and forecasting to ensure fiscal responsibility.
Oversaw compliance with regulatory standards and financial reporting requirements.
Collaborated with leadership to develop long-term investment strategies.
Evaluated financial performance and identified areas for operational improvements.
Oversaw cash flow management activities including accounts receivable and payable processing, payroll administration and banking functions.
Recruited, trained and managed staff responsible for accounting functions within the organization.
Assistant Controller
Gordon Jewelry Corporation
Houston
10.1981 - 10.1983
Produced financial reports and audit documentation to facilitate internal and external auditing.
Prepared company's financial reports and ancillary documentation in accordance with established policies and procedures.
Collaborated closely with various departments within organization to ensure accurate reporting of financial information.
Chief Accountant
American General Insurance
Houston
12.1976 - 1981
Prepared detailed reports summarizing financial results on a monthly basis.
Analyzed financial data to identify trends, variances and discrepancies while providing corrective action plans when necessary.
Integrated financial information into business decision-making, budgeting, forecasting, and strategic planning processes.