Accomplished CPA with extensive experience in accounting and finance, specializing in financial reporting, operational accounting, and strategic financial planning. Proven track record of leadership, operational improvement, and revenue growth.
Overview
36
36
years of professional experience
1
1
Certification
Work History
Finance Manager
Faith United Methodist Church
Spring, TX
12.2025 - Current
Responsible for overall financial management of church and school finances, budgeting
Responsible for overall financial management of church and school finances, including monthly reporting, board report preparation, annual budget, budget process
Converted software to a cloud based system
Mid size church in Spring with large preschool program
Owner
Almost Home Pet Retreat
Conroe, TX
06.2018 - 07.2025
Realized 400% revenue growth over 7 years through strategic operational enhancements
Managed business operations, including financial processing, tax compliance, payroll and staff training
Dog boarding and daycare facility in Conroe offering personalized experiences in a safe and fun environment
Controller
Methodist Retirement Communities
The Woodlands, TX
01.2014 - 01.2018
Led a team of ten in financial operations, ensuring compliance and preparation of monthly, quarterly and annual financial statements and board report packages
Managed the annual budget preparation process, aligning financial goals with organizational strategies
Established and implemented internal audit processes to enhance operational efficiency and accuracy
Coordinated external audit and preparation of corporate tax return and Medicaid/Medicare cost reports
Leading nonprofit senior living provider offering continuum of care services
Controller
Inspection Oilfield Services
Houston, TX
01.2013 - 01.2014
Prepare monthly consolidated financial statements using Quickbooks for seven regions with sixty-five divisions; managed accounting department of seven (Accounting Manager, A/P, A/R and support staff)
Ensure timely payment of debt obligations and prepare loan covenant compliance certificates
IOS is a provider of OCTG (Oil Country Tubular Goods) inspection and repair services with $100M in revenues in 2013
Controller
U.S. Physiatry, LLC
Houston, TX
01.2012 - 01.2013
Compiled monthly financial statements, cash forecasts, and annual capital and operating budgets.
Oversaw insurance and risk management strategies to safeguard organizational assets.
Assisted in operations of start-up company launched in October 2011. Supported acquisition and management of physician practices.
Controller
Encore Discovery Solutions
The Woodlands, TX
01.2007 - 01.2012
Decreased month-end close process by nine business days; redesigned and dramatically enhanced monthly financial and operating reporting through the use of a metric-based reporting system
Maintained five year business model and budget, including monthly cash flow forecast
Coordinated external audit and preparation of corporate tax returns
Prepared financial statements in NetSuite and sales reports for use by sales reps and management
Provided CAPEX and loan covenant compliance reporting to private equity lenders
Managed and negotiated professional liability, umbrella, workers comp and D&O insurance policies
Subsidiary of public company, providing electronic evidence processing and hosting for the legal industry, with annual revenue of $54 million. Encore Discovery Solutions was sold to Epiq Systems in April, 2011
Audit Senior
UHY Advisors
The Woodlands, TX
01.2005 - 01.2007
Managed audits across healthcare, professional services, construction and staffing sectors
Prepared audit reports and compiled financial statements and footnotes
Subsequently hired as Controller for two previous audit clients
Primary clients in Health Care, Professional Services and Staffing Services
Accounting Systems Manager
TPI Information Services Group
The Woodlands, TX
01.1997 - 01.2004
Assisted in the development of database integrating accounting system information with data accumulated by business intelligence personnel for the use in external industry reports
Designed and implemented a time reporting template used by timekeepers in multiple countries
Teamed with internal web design resources to develop intranet for financial reporting department
A leading technology insights, market intelligence and advisory services company
Accounting Manager
TPI Information Services Group
The Woodlands, TX
01.1997 - 01.2004
Ensured the timely and accurate preparation of monthly financial statements and variance reports for a professional services firm operating in eight countries
Managed staff of ten; responsible for training and supervision of financial reporting, cash management, accounts receivable, accounts payable and payroll personnel
Prepared annual budget and coordinated annual audit with external auditors
A leading technology insights, market intelligence and advisory services company
Managed conversion of accounting system from a single currency/single office software package to a SQL-based software package with multi-currency and multi-office functionality
A leading technology insights, market intelligence and advisory services company