Mark P. Whatley, CPA
CPA
Fort Worth,Texas
Summary
- Project Accounting
- Process Manufacturing
- Corporate and State Tax Job Cost Accounting
- Accounting System Design
- Various ERP Systems Transportation Accounting
- Cost Efficiency Expert
- Financial Statement Analysis Consolidations
- Business Automation
- Credit and Collections
Reliable business professional with experience in project management, process improvement and financial analysis. Proven track record of successfully streamlining business operations and reducing costs. Adept at analyzing data to identify trends and developing strategies to improve efficiency.
Overview
35
35
years of professional experience
1
1
Certification
Work History
CFO
Showtime Auctioneers, LLC - Wampler Capital, LLC
07.2024 - Current
- 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.
- Ensured compliance with all regulatory requirements by staying current on industry developments and implementing necessary controls within the organization.
- Oversaw the preparation and submission of all tax filings, mitigating potential risks associated with noncompliance.
- 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.
- Negotiated favorable terms with vendors and suppliers, achieving significant savings on procurement expenses.
- Streamlined financial processes by implementing automation and reducing manual tasks, leading to increased efficiency and accuracy.
Consultant
Mark P, Whatley, CPA
01.2015 - 06.2024
- Tax Preparation, IRS Representation, Business Consulting, IT Consulting
Consultant
Stewart & Stevenson, LLC
01.2013 - 01.2015
- Development of Lean Manufacturing Program for new facility
- Development of Planning and Scheduling process for all projects
- Development of all purchasing and internal controls
- Negotiated national contracts with vendors
- Development and implementation of all reporting to corporate headquarters.
CFO/Controller
Sunset Logistics, Inc.
01.2010 - 01.2013
- Oversight of maintenance facilities for all terminals
- Led staff of 50 employees in the daily operations of this multi business unit organization
- Designed and implemented fully integrated system for all business units
- Oversight of IT department
- Oversight of Payroll Department and all related tax filings
- Led executive management team in the process of two acquisitions increasing revenues by 60%
- Controllership function responsible for month end, year-end and annual audit and budgeting for all entities
- Responsible for securing all loans for companies
- Responsible for all local, state and federal tax filings
- Responsible for analyzing all key performance indicators
- Oversight of purchasing for all maintenance facilities
- Led the startup of Fuel Distribution service Volume 10 million gallons per year.
CPA
Mark P, Whatley PC
01.2009 - 01.2010
- Tax Preparation, IRS Representation, Business Consulting, IT Consulting
- Tax Preparation and representation before the IRS for Small Business Entities
- Design and implement Financial Systems
Vice President of Accounting and Finance
ERWS Inc.
01.2006 - 01.2009
- Direct Project Accounting for muti-million dollar projects, Finance and Information Technology Function
- Review Contracts for accuracy and compliance with bid practices
- Formulated organizational realignment and implemented new accounting system for all companies
- Responsible for all aspects of corporate tax strategies and filings
- Controllership function responsible for month end, year-end and annual audit for all entities
- Oversight of purchasing
- Representation before United States Tax Court
- Budget preparation
- Account Analysis
- Reduced overhead by 12% without compromising operational effectiveness.
CFO
Loris' Hospital Gift Shops, Inc.
01.2005 - 01.2006
- Designed an auto replenishing system and point-of-sale transaction processing network and coordinated implementation across all locations, meeting budgets and timelines
- Spearheaded all aspects of accounting, financial control and compliance for a national enterprise
- Guided and supervised the performance of directors of MIS, Human Resources, Loss Control, Accounting and Purchasing
- Analyze policy, processes and procedures to identify opportunities for improvement
- Negotiated and reviewed contracts for site locations
- Launched an organizational realignment initiative that maximized operating efficiencies in every department; introduced effective loss control programs.
Controller/CFO
TRINITY COATINGS COMPANY, Inc.
01.1998 - 01.2005
- Supplied leadership in financial and legal matters crucial for growing and assuring the financial stability of this private corporation
- Developed banking and credit policies, fiscal, accounting and reporting procedures
- Controlled capital and approved operating budgets
- Brokered real estate and insurance contracts
- Controllership function month end, year-end and annual audit
- Preparation of annual budget
- Administered the company network
- Advised executive management on acquisitions and mergers; negotiated excellent terms for real estate purchases, leases and all company insurance programs
- Handled Sarbanes-Oxley (SOX) (COSO framework) testing and compliance; provided oversight for human resources functions and EPA, OSHA and Texas Commission on Environmental Quality
- Orchestrated system conversions and database implementation; developed e-commerce and supply chain systems.
Accounting Management
NTS / FIRST DATA Corp.
01.1997 - 01.1998
- Fuel Management Services for the Trucking Industry with annual sales of $80 million.
Manager of Project Accounting
EmTech Environmental, Inc.
01.1995 - 01.1997
- Oversight of Job Cost Accounting, Billings and Revenue Accounting
- Team Leader for design and implementation of custom job cost and billing system
- Corporate liaison for Big Six Audits
- Budget and account analysis
- Multi state sales tax filings
- Government finance officer for multi-million dollar projects.
Staff Accountant
Harvey C. Whatley, CPA, PC
01.1990 - 01.1995
- Tax Preparation
- Junior Auditor
- Financial statement preparation.
Education
Skills
- Microsoft: 365, Microsoft 365 GP, Excel, Access, Word, Power Point, Microsoft Project,Slack
- Batchmaster Process Manufacturing, Timberline, Solomon, Tandem, Peachtree Accounting
- Creative Solutions, Dbase, QuickBooks Enterprise, QuickBooks Pro, Quickbooks, Online, IBM AS 400, SAP, Platinum, Innova Auction, Wave Bid, Proxi Bid,
- Microsoft GP, TMW Trimble GPS Systems, Command Alkon, JD Edwards, Lacerte, Avalara
- Team Leadership & Development
- Client Relationships
- Attention to Detail
- Analytical Thinking
- Strategic Planning
- Project Leadership
- Continuous Improvement
Professional
- Certified Public Accountant
- Certified Information Technology Professional
Certification
CPA
Timeline
CFO
Showtime Auctioneers, LLC - Wampler Capital, LLC
07.2024 - Current
Consultant
Mark P, Whatley, CPA
01.2015 - 06.2024
Consultant
Stewart & Stevenson, LLC
01.2013 - 01.2015
CFO/Controller
Sunset Logistics, Inc.
01.2010 - 01.2013
CPA
Mark P, Whatley PC
01.2009 - 01.2010
Vice President of Accounting and Finance
ERWS Inc.
01.2006 - 01.2009
CFO
Loris' Hospital Gift Shops, Inc.
01.2005 - 01.2006
Controller/CFO
TRINITY COATINGS COMPANY, Inc.
01.1998 - 01.2005
Accounting Management
NTS / FIRST DATA Corp.
01.1997 - 01.1998
Manager of Project Accounting
EmTech Environmental, Inc.
01.1995 - 01.1997
Staff Accountant
Harvey C. Whatley, CPA, PC
01.1990 - 01.1995
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