Accomplished Chief Operations Officer offering extensive knowledge in business development and strategic planning. Adept at analyzing data and performance metrics to obtain a complete business overview.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Chief Operations Officer
Baxter Clewis Cybersecurity, LLC.
10.2023 - Current
Led day-to-day operations, enhancing efficiency and implementing policies that improved productivity.
Collaborated with executive leadership team to shape strategic direction and explore new market opportunities.
Managed all financial aspects, including budgeting, forecasting and risk mitigation, while optimizing profitability.
Developed high-performance teams and fostered a client-focused culture, resulting in improved employee morale and client retention.
Championed a culture of continuous improvement, fostering collaboration between departments for optimal operational results.
Increased profitability by optimizing sales and fulfilling lower overhead costs.
Supported business growth through strategic planning and process development.
Streamlined operations by implementing process improvements and optimizing resource allocation.
Streamlined company processes and procedures while enhancing customer satisfaction.
FP&A Manager
CAE USA, Inc.
12.2021 - 10.2023
Supported the CFO by analyzing financial data to monitor progress and making recommendations, resulting in consistent achievement of quarterly KPIs.
Played a key role in preparing the Annual Operations Plan and 5-year Strategic Plan.
Managed monthly forecasts and identified business improvement opportunities.
Worked with cross-functional teams to enhance financial reporting and planning.
Built high-performing teams through effective recruitment, onboarding, and talent development initiatives.
Associate Accounting Manager
L3Harris Technologies, Inc.
05.2019 - 12.2021
Oversaw financial reporting for senior management and supported cash flow forecasting.
Acted as liaison between external auditors and Accounting.
Led two success cost-saving and process improvement initiatives, resulting in discovering errors that reclaimed more than $50,000 in recovered cash.
Led and developed a high-performing Transactional Accounting team across multi-state locations.
Using the Lean Six Sigma 5S method, led a project to increase efficiency and reduce costs in the engineering department.
Managed monthly Balance Sheet reconciliations and journal entries.
Accounts Payable Team Leader
L3 Technologies
10.2017 - 05.2019
Led a team of 3 Accounts Payable Processors, overseeing routine Accounts Payable activities, including coding, processing invoices and expense reports, and relative disbursements.
Negotiated discount terms with regular, high dollar vendors
Prepared required data and filed annual tax compliance forms and reports.
Prepared and analyzed various cross-functional reports for management use in decision making.
Completed monthly balance sheet reconciliations
Finance Analyst
L3 Technologies
08.2009 - 08.2017
Processed daily accounts payable invoices and processed the weekly check run
Researched and resolved account, invoice and payment discrepancies
Compiled data, reports and year-end audit information.
Compiled and coordinated financial data for analysis and reconciliation.
Accounts Payable Specialist
Precept Builders, Inc
09.2007 - 04.2009
Collected and posted all job-related expenses, generated and reviewed related registers and journals for accuracy
Classified, recorded and summarized primary project cost data for internal use by senior management
Reconciled monthly vendor statements and worked with vendors and subcontractors to correct errors on billings
Prepared accurate accruals within deadline established for month end close
Provided project managers with current and accurate job cost reports and analysis upon request for efficient project planning
Accounting Specialist II
North Central Texas Council of Governments
06.2006 - 07.2007
Performed full cycle accounts payable functions, recurring vouchers wire initiation and transfers, manual check recording, accruals, and year end 1099 preparation and reporting
Managed vendor database, verified bids, entered contracts, purchase orders and change orders into accounting system
Completed monthly general ledger reconciliations and supporting journal entries
Accounting Administrator
Jamail Construction, Inc.
08.2005 - 06.2006
Administered multiple accounts payable functions; responsibilities included various registers and reports review, perform monthly and year end reconciliations for revolving charge accounts, maintain petty cash, prepare and collect lien waivers, distribute vendor and subcontractor checks and set up new credit accounts
Entered all subcontracts, purchase orders and change orders, set up all project budgets and analyzed committed and uncommitted costs to determine if projects will closeout under budget
Assisted project management with development and initiation of project scheduling to ensure timely completion
Processed bi-weekly employee payroll and expense reports
Accounts Payable Clerk/Executive Assistant
Con-Real, Inc.
12.2002 - 08.2005
Performed various administrative and accounts payable functions including posting invoices and reviewing accounts payable registers for accuracy; distributing payments to vendors and subcontractors; interacting with subcontractors and vendors to establish credit accounts; manage and conduct weekly inventory reconciliation, assisted estimating department with RFP’s and final proposal submissions to clients
Reviewed various general ledger accounts and provided management with variance analysis reports for year-end reporting
Prepared 1099-MISC at calendar year end, verified contractor compliance with Project Controlled Insurance Program (PCIP)
Education
Master of Business Administration - Finance
Colorado Technical University
Colorado Springs, CO
Bachelor of Science - Accounting
Colorado Technical University
Colorado Springs, CO
Skills
Organizational Leadership
Operational Excellence
Profitability improvement
Operations Management
Financial Oversight
Risk Management
Culture Development
Certification
Lean Six Sigma Green Belt Certification, L3 Harris Corporation, 05/01/21
Timeline
Chief Operations Officer
Baxter Clewis Cybersecurity, LLC.
10.2023 - Current
FP&A Manager
CAE USA, Inc.
12.2021 - 10.2023
Associate Accounting Manager
L3Harris Technologies, Inc.
05.2019 - 12.2021
Accounts Payable Team Leader
L3 Technologies
10.2017 - 05.2019
Finance Analyst
L3 Technologies
08.2009 - 08.2017
Accounts Payable Specialist
Precept Builders, Inc
09.2007 - 04.2009
Accounting Specialist II
North Central Texas Council of Governments
06.2006 - 07.2007
Accounting Administrator
Jamail Construction, Inc.
08.2005 - 06.2006
Accounts Payable Clerk/Executive Assistant
Con-Real, Inc.
12.2002 - 08.2005
Master of Business Administration - Finance
Colorado Technical University
Bachelor of Science - Accounting
Colorado Technical University
Lean Six Sigma Green Belt Certification, L3 Harris Corporation, 05/01/21
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