Experience Summary
MID-WEST TEXTILE COMPANY November 2010 – May 2014
Assistant Controller
• Develop monthly financials for Mexico operations and holding company.
• Process and/or supervise month end close of parent company with annual revenues exceeding $40 million.
• Developed automated Balance Sheet and Profit & Loss Statements within accounting software (SAP).
• Collaborate with senior management to accurately forecast and report on financial status.
• Work on special projects as needed.
• Prepare & monitor production analysis through weekly reports.
• Develop & implement policies and procedures.
• Mentor, supervise and assist accounting staff.
UNIVERSITY OF PHOENIX, Santa Teresa, NM 2007 – 2011
Instructor (Part-Time Evenings)
• Lecture and facilitate class room environment.
• Instruct in Finance, Accounting, Economics, Statistics and Management.
• Review and grade class assignments and presentations.
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SMALL BUSINESS DEVELOPMENT CENTER, El Paso, TX 2009-2010
Business Development Advisor
• Coordinate and provide individualized counseling and guidance to prospective and existing clients regarding financial, marketing, organizational and specialized business needs.
• Interview, screen and select feasible projects for assistance and service; assist prospective clients with the development of business plans, financing proposals and related business consulting requests.
• Develop and maintain all client documentation, including technical proposals and maintain continuing communication network with prior and existing clients.
• Participate in community outreach efforts, establish relationships and act as liaison between clients and government agencies, financial institution and private industry.
AURARIUS FINANCIAL STRATEGIES, El Paso, TX 2000 – 2008
Financial Advisor
• Provide solutions to individuals, business owners and corporations in Insurance, Investing and Group Benefits.
• Uniquely tailor plans and recommendations to meet the client’s needs and goals.
• Monitor and update plans to ensure they continue to meet the changing needs of the client.
• Develop and implement marketing strategies to acquire and maintain clientele.
INDEPENDENT CONTRACTOR, El Paso, TX 1999 – 2000
Consultant/Auditor
• Performed in depth analysis of financial management controls throughout the organization and affiliate companies.
• Provided management with written reports and recommendations to improve operations.
SECURITY CAPITAL GROUP INCORPORATED, El Paso, TX 1994 – 1999
Manager; Property, Development, Cash Management and Asset Management
• Reduced idle cash balances and increased interest revenue for a total annual savings of $810,000, while also reducing personnel expense and enhancing company image by instituting timely, reliable disbursements.
• Reduced bank service charges and associated costs by more than $200,000 annually while also markedly improving the quality of service from those banks.
• Restructured internal processes and controls (including installing appropriate software) so that risk of single incident of embezzlement by any one individual via wire transfer was reduced from $10 Million to $0.
• Revamped and managed reliable cash forecasting model which prevented delays in disbursements, slowdowns in acquisitions, and potential loss of $150,000 annually in non-refundable earnest money, for a rapidly growing start-up company.
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• Saved more than $155,000 in personnel expenses through restructuring, while enhancing staff moral and increasing departmental efficiency.
• Designed and implemented integrated Y2K compliant financial package with integrated modules: decreased monthly reporting time requirements by seven days and produced substantive overtime reductions.
FEDERAL RESERVE BANK OF DALLAS, El Paso, TX 1991 – 1994
Branch Accounting Supervisor
• Designed and managed new Payor Bank Services for El Paso Branch, Federal Reserve Bank, resulting in increased bank revenue and expanded customer base.
• Reengineered Accounting and Items Processing Departments to increase efficiency; increased processing ability with decreased staff.
• Enhanced bank image and developed positive relationships with Banco de Mexico, Ciudad Juarez, Mexico (similar responsibilities to Federal Reserve Bank), other commercial bank branches in Ciudad Juarez, and the National Law Center for Inter-American Free Trade.
NATIONSBANK (BANK OF AMERICA), Dallas, TX 1990 – 1991
Internal Auditor
• Reduced operating costs by $75,000 through increased efficiencies and the elimination of redundant processes.
• Effected numerous internal audits, instituting internal controls as needed and providing a measure of assurance that assets were not being lost via error or fraud during ongoing mergers and consolidations.