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Chief Financial Officer
Chief Financial Officer, managing family-office finances and modeling potential real estate and private equity investments
United StatesChief Financial Officer at Stanley Marie, LLC
Manage financial and operational aspects of a single family office, including leadership of a staff of 6 and oversight of assets under management of approximately $250mm. Led restructuring of legal entities, outsourced transactional accounting, and oversee tax compliance and investment administration.
Strategic FinanceBudgeting and forecastingGlobal AccountingUS GAAPIFRSProject FinancingProject AccountingPrivate EquityCorporate and Operational AccountingFinancial ModelingProject FeasibilityM&AReal EstateTax ComplianceEstate PlanningInvestment PerformanceBoard Reporting
Reporting directly to the CFO, held full responsibility for all accounting and finance for North American projects totaling $1.7B, with a team of 9 employees. Served as lead point of contact in 4 IRS Investigations, updated Transfer Pricing Policies, and prepared quarterly tax provisions.
ASC 606Revenue RecognitionTax ProvisionTransfer PricingTax InvestigationKPMG ComplianceProject FinanceAccountingTaxFinancial ReportingJapanese HQ Liaison
Provided professional finance, accounting, analysis, insurance, and human resources consulting services to small to mid-cap clients. Served as long-term interim Director of Finance for a global EPC contractor and assisted clients with healthcare plan sourcing, financial statement audits, and tax return preparation.
Financial AnalysisInsurance Procurement And ComplianceHealthcare AnalysisAudit PreparationTax PreparationConsultingInterim Management
Restructured an accounting department and managed US accounting and finance functions, including direct leadership of a team of 9. Developed and executed an initiative to rebuild accounting, reporting, and forecasting infrastructure using Microsoft Dynamics.
Microsoft DynamicsFinancial ReportingForecastingProject AccountingWIP AnalysisCost to Cost AnalysisPercentage Of CompletionJoint Venture AuditsCash Flow ManagementAnnual Operating Plan (AOP) Budgets
Held full management responsibility over financial functions in the Western Hemisphere, including direct leadership of 12 finance, accounting, and project analysis professionals. Oversaw financial operations in North, Central, and South America with worldwide operations over $200mm.
Microsoft Great PlainsFinancial ReportingInternal ControlsProcess ImprovementTaxAnnual Operating Plan (AOP) BudgetsCash Flow ManagementBanking RelationshipsInformation Technology Oversight
Held direct management responsibility of the full Accounting and Finance functions, including leadership of a team of 5. Conducted monthly accounting and consolidation of multiple legal entities using Sage Mas90, and supported project development and financing activities.
MAS90Treasury ManagementCash Flow ForecastingBanking Relationship ManagementExternal AuditsTax ReturnsLatin American SubsidiariesGovernanceAnnual PlanningProject FinancingContract NegotiationDebt PlacementRisk ManagementReal Estate
Directed operational accounting and reporting for the international division of a $2B industrial products wholesaler. Performed financial evaluation and coordinated due diligence for potential acquisitions and expansions, and provided financial support to international operations managers.
Operational Accountingfinancial evaluationDue DiligenceInternational OperationsFinancial SupportBusiness Development
Coordinated the planning and preparation of the $1.4 billion institutional operating budgets for a state-owned healthcare institution. Served as a functional expert during an implementation of the Hyperion Planning budgeting application.
Hyperion PlanningBudgetingCapital BudgetingFinancial AnalysisFocus GroupsManagement Presentations
Served as Assistant Controller, responsible for accounting and financial functions.
Worked on assignment at Del Papa Distributing, providing business process outsourcing services.
Prepared tax returns and provided tax accounting services.
Bachelor of Business Administration in Accounting from Texas State University.
Master of Business Administration from Babson College's F.W. Olin Graduate School of Business.