Results oriented CPA/MBA with demonstrated strengths in devising innovative and creative solutions to complex problems in Tax, Finance, Real Estate, Investments and GAAP accounting. Resourceful and enterprising business leader who excels in developing and maintaining positive and productive relationships with internal and external stakeholders. A strong leader and motivator with solid managerial experience who excels in training and empowering employees to achieve goals.
SKILLS
MBA - Finance/Accounting
CPA Certificate
Big 4 Experience
GAAP Accounting
Financial Reporting
Commercial Real Estate Broker
Series 7 license (expired)
CFO/Controller experience
Major ERP systems & Excel
Tax Compliance 20+ years
Policies & Procedures
Management
Budgeting & Forecasting
Manufacturing
Interpersonal Skills
Problem Solving Skills
Project Management
Organizational Skills
PROFESSIONAL EXPERIENCE
CPA John H. Polk, CPA & Law Firm Houston, TX 2007 – 2009
• Prepared returns for individuals (to $70 MM per year), partnerships, non-profit & corporations, including multi-state returns, with Pro Series.
• Conducted audits, reviews and compilations of GAAP financial statements and provided litigation support.
• Prepared valuations of real and personal property.
• Provided Cost Accounting and pension plan services for manufacturing company. International accounting.
• Successfully argued tax protests of business personal & real property valuations with HCAD.
• Used SAP software for manufacturing Client.
Principal - Public Accounting Firm Doug Rawlings, CPA Houston, TX 1989 – 2007
Developed start-up CPA firm providing GAAP accounting, tax, real estate, investment and management consulting services. Developed close personal relationships with clients (to $80MM+ in annual sales).
• Interacted closely with business owners to compile and review GAAP financial statements and provided variance analysis on a monthly basis. Installed and used Certiflex accounting, Lacerte, QuickBooks accounting and Excel spreadsheet software. Supervised, hired, trained and developed staff.
• Negotiated financing for clients, assisted in business planning and Business Brokerage.
• Prepared individual, corporate and partnership returns using Lacerte software for clients having sales up to $80MM. Able to multi-task and meet all deadlines. Performed tax planning, payroll and sales tax services. Negotiated with IRS and supervised IRS audits; succeeded in not having any changes on IRS audits. Advised owners of optimal business structure and worked with attorneys to attain optimal structure.
• Provided litigation support regarding preparation of personal financial statements for banking fraud case.
• Negotiated leases of office space, acquisition & disposition and financing of commercial real estate.
• Managed purchase of raw land and development project for sales operation center expansion. Negotiated financing for land acquisition and construction. Supervised construction.
• Structured two apartment developments of 252 units and 326 units; Obtained HUD 221D(4) financing commitment letter for $17MM+ for apartment development project in Pearland, TX. Worked directly with investors, architects, engineers, lenders, attorneys HUD and general contractor on development plans.
• Obtained Series 7 License. Provided financial planning services including sale of stock, mutual funds, annuities and insurance. Received outstanding monthly salesman award in annuities in the Houston office of New York Life Insurance Company by closing over $25,000 in commissions in one month.
• Developed, financed, built and sold six town homes inside Loop 610.
Chief Financial Officer Houston Rehabilitation Institute Houston, TX 1988 – 1989
Start-up of 100-bed rehabilitation hospital. Managed all accounting and financial functions. Reported to the hospital Chief Executive Officer.
• Responsible for accounts receivable, accounts payable, payroll, fixed assets, financial statements, budget and computerized system for the hospital. Hired, trained, developed and supervised staff of eight.
• Assisted Chief Executive Officer in hospital start-up and hiring of the executive staff.
Accounting Manager Texas Children’s Hospital Houston, TX 1987-1988
Managed fixed asset and construction accounting department.
• Supervised, trained and developed staff of three.
• Accounted for the spin-off from St. Luke’s Episcopal Hospital of over $100MM in assets.
• Conducted inventory and installed fixed asset accounting system. Designed specifications of new system.
• Participated on project team on 25 construction projects.
Accounting Manager Depelchin Children’s Center Houston, TX 1986-1987
Managed all accounting functions for the psychiatric facility, including accounts receivable, accounts payable, payroll, fixed assets and financial statements.
• Supervised, trained and developed staff of five.
• Managed investment portfolio of $30MM+.
• Assisted Chief Financial Officer in budget preparation.
• Advised on variance analysis and assisted in company’s audit.
Director of Accounting University of Houston Houston, TX 1981-1986
In charge of all accounting functions at the Downtown Campus.
• Prepared monthly consolidated financial statements for University’s five entities ($150MM+ in Revenues).
• Supervised, trained and developed staff of eight.
• Designed and installed accounting system and centralized accounting functions.
Associate Accountant Coopers & Lybrand (Big 4) Houston, TX 1980-1981
• Staff Auditor. Litigation support. Assignments: South Texas Nuclear Power Project, Bechtel, Financial Institutions and Oil & Gas.
MILITARY
United States Army – 196th Station Hospital SHAPE, Belgium 1973 – 1976
EDUCATION
MBA (Accounting and Finance), University of Houston, Houston, Texas – 1987
BBA (Accounting), University of Houston, Houston, Texas – 1980
LICENSES / CERTIFICATIONS / OTHER
Certified Public Accountant - State of Texas, 1982 – Present
Real Estate Broker - State of Texas, 1995 – Present
Series 7 - Expired
Registered State of Texas Builder - Expired
Treasurer – Greater Houston Prayer Breakfast
Texas Association of Business Brokers - Expired
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