SUMMARY :
Extensive business management experience in a wide range of areas.
• Development and implementation of strategies, policies, and procedures
• Extensive Engineering, O&G, and Operational Management experience
• Strong Banking and Accounting/Finance – relationships and management
• Creative problem–solving
• Strategic partner to senior management team & Board of Directors
EXPERIENCE :
Current: Business Consultant and CFO 2002 - Current
Various CFO clients – especially Engineering, O&G, and Private Equity - and general business consulting including financial/management reporting, banking, M&A, and financial analysis for consulting clients – both private and public companies, and development of appropriate business financial and operating structure/infrastructure.
Partner: Tatum CFO Partners, LLP
Houston, Texas 1999 to 2002
Various CFO clients. Provided financial leadership, management, and operational analysis to organize and manage accounting/finance, financial/management reporting, and other projects as a strategic partner to senior management. Firms included O&G, engineering, and various service industries.
Vice President of Finance/CFO: Co-Counsel Inc
Houston, Texas 1998 to 1999
Prior to coordinating move of support functions to Olsten Staffing (new owner/corporate parent in New York), responsible for all financial areas including: financial reporting, banking, and general operational accounting as well as providing financial perspectives to operational management, and designing and implementing cost controls and risk management for this expanding legal staffing firm with multiple locations.
• Managed operational & accounting staff and facilitated integration of functions with new parent company
• Managed resources and personnel in multiple locations
• Identified ways to reduce expenses and improve effectiveness throughout the organization
Business Consultant: Price Waterhouse, LLP
Texas/California 1997 to1998
Focus on profit enhancement and compliance consulting – engineering/EPC firms – primarily for Fluor Corp. (NYSE – FLR) a multi-billion dollar public engineering & construction firm.
Chief Financial Officer: Environmental Resource Management-SW, Inc
Houston, Texas (ERM-Southwest) 1993 to 1996
Responsible for operations, accounting, and administrative areas for an environmental engineering firm and related construction management, health and safety, and laboratory operations. Also managed information systems, HR, and support staff in a multi-location environment.
• Corporate office CFO/ CIO functions and special projects – multiple locations
• Government operations and compliance
• Banking, audit, treasury, and insurance management
• Policy and procedure development and implementation
• Proposal and contract review
Chief Financial Officer/ President: Inchcape Environmental, Inc
Houston, Texas 1990 to 1993
Responsible for all financial and accounting areas for an international network of environmental and mineral laboratories performing both commercial and government work with a UK parent company. Also functioned as interim President and corporate controller and managed subsidiary controllers and corporate staff – multiple locations. Also, functioned as treasurer/banking officer and as part of acquisition team. Group was sold.
Inchcape PLC – multi-billion dollar group on the London stock exchange.
• Reviewed opportunities for operational enhancements – US & international
• Domestic & International taxation and financial/management reporting
• Domestic & International banking and treasury functions
• Acquisition analysis, strategy, negotiation, and coordination
• Attended Executive Development Program (Cornell University)
Finance Manager: Fluor Daniel, Inc
Houston, Texas 1988 to 1990
Responsible for financial reporting and compliance for EPC projects & Government Sector (Operational Division).
• Management reporting, analysis, and special projects for division
• Development of billing/overhead rates for Federal Government projects
• Compliance with government regulations and coordination/resolution of government audits
• Review of supplier/subcontractor procedures and purchasing activities
Fluor Daniel (now Fluor Corp) is a multi-billion dollar engineering and construction firm with multiple locations.
Accounting Manager/Financial Reporting Supervisor: Turner Collie & Braden, Inc
Houston, Texas 1981 to 1988
Managed the corporate reporting for Turner Collie & Braden, Inc.(large engineering firm), TCB, Inc. ( parent company) and related affiliated and subsidiary operations with multiple locations.
• Consolidated financial reports, and financial and operational analysis
• Supervision of general accounting functions including cash, banking, payroll, tax, and general ledger
• Government compliance functions
Staff/Senior Account: Gibson, Johnson & Company
Austin, Texas 1979 to 1981
Progressed from staff accountant to semi-senior for this large Austin local public accounting firm.
Certifications: Certified Public Accountant - 1982
Education: Southwestern University - Georgetown, Texas
B.B.A. Accounting- 1979
Graduated Magna Cum Laude
Cornell University Executive Development Program
Affiliations: American Institute of CPAs
Personal: Married
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