San Antonio, Texas, United States
Dynamic and forward-thinking Controller / Chief Financial Officer with 25 years of progressive leadership experience across diverse organizations and industries, including publicly traded, private equity, venture capital, start up, rapid scale up, manufacturing, construction, healthcare, public accounting, commercial and multi-family real estate, oil and gas, technology, retail, regulated, and government contract. Recognized for a strategic approach to financial management and operational optimization, with expertise in taxation, compliance, financial reporting, and long-term planning. Proven ability to drive organizational efficiency through technology integration, process improvement, and robust internal controls. Adept at leading cross-functional teams, fostering collaboration, and aligning financial frameworks with organizational objectives to ensure sustainable growth. Excels in high-visibility roles, delivering value through decisive leadership, innovative solutions, and a deep commitment to excellence. Areas of expertise include: • Financial Compilation / Analysis • Budgeting & Forecasting • GAAP & SOX Compliance • Mergers & Acquisitions • ERP Implementation Expert • Tax & Audit Compliance • Financial Modeling & Debt Structuring • Self-Funded Medical Plans • KPI Policy & Management • IPO Offering & ISO Certification • Policy Creation & Implementation • Contract Negotiation • Global Consolidations • Team Leadership / Mentoring • Project Management • Business Planning • Human Resources • Bilingual English/Spanish
• Directs financial and operational activities, including reporting, analysis, budget management, forecasting, revenue cycle management, and audits, ensuring compliance with GAAP and regulatory standards while improving operational efficiency across departments. • Manages finance and accounting operations, including payroll, benefits administration, and cash flow, while overseeing vendor, customer, and banking relationships to optimize transactional integrity and financial transparency. • Develops and implements SOX-compliant policies and procedures to strengthen internal controls, streamline workflows, and reduce month-end financial reporting time by 50%, verifying accurate and timely reporting for decision-making. • Establishes and standardizes key financial processes by creating a master chart of accounts, vendor lists, customer lists, and cost center structures across multiple entities, enabling seamless consolidation and consistent reporting. • Designs and administers employee benefits programs, including self-funded medical plans, 401(k) plans, HSAs, FSAs, and bonus plans, while managing treasury functions and merchant services to support organizational growth. • Leads compliance efforts with federal and state taxation, annual state reporting, and foreign entity registrations, reducing risk and maintaining organizational standing with regulatory bodies.
Technology Business Growth Consulting & Research, E-Commerce • Spearheaded the consolidation of 40 independent databases into a single ERP platform, supporting 1,200 users across 30 countries. Led integration of multi-language, multi-currency capabilities while aligning with global tax and intercompany transaction standards to enhance operational efficiency. • Established a global chart of accounts, automated deferred revenue processes, streamlined intercompany transaction eliminations, and created unified vendor and product master systems. Designed automated operational reporting and key performance metrics for elevated decision-making. • Created governance protocols, authored documentation for global compliance, and established controls to adhere to ASC 606 and ASC 842 standards. Delivered training sessions to ensure consistent application of accounting standards and compliance across regions. • Designed and executed new costing systems to track margins, automated procure-to-pay processes, and minimized and integrated legacy APIs into a centralized ERP. Collaborated with cross-functional teams to align workflows with organizational goals, improving productivity and transparency.
Franchise Manufacturer and Distributor Water Supplier Filtration Deionization & Softeners, E-Commerce and Service • Oversaw comprehensive financial and operational management, including internal controls, budgeting, forecasting, inventory control, cost analysis, fixed asset management, and business planning, while aligning organizational goals with financial reporting and compliance requirements to drive long-term success. • Orchestrated the planning, implementation, configuration, and user training for new ERP and HRIS systems, streamlining operations, strengthening data integrity, and enhancing cross-departmental collaboration for more efficient decision-making. • Built and led high-performing accounting and human resources teams by recruiting top talent, improving workflows, and implementing best practices to optimize financial performance and operational efficiency across the organization. • Managed federal, state, and local tax filings, payroll tax compliance, and annual audits while advising executive leadership on critical financial and operational issues to support strategic decision-making and maintain regulatory compliance.
Global Government Construction Contractor & Custom Manufacturer • Orchestrated comprehensive financial operations, including planning, budgeting, forecasting, and KPI development, to drive operational excellence and support organizational growth. Cultivated and maintained collaborative relationships with banking institutions, vendors, auditors, and customers to optimize financial performance. • Led the development and implementation of advanced revenue forecasting tools across multiple business units, streamlining reporting processes by 50%. Enhanced internal controls and confirmed compliance with regulatory standards, bolstering organizational efficiency and transparency. • Directed financial reporting processes, delivering actionable insights through monthly variance analysis of operational metrics. Oversaw audit preparation, tax reporting, and the creation of key policies and procedures to strengthen governance and accountability. • Negotiated and approved financial and contractual agreements, managed customer credit limits, and authorized cash disbursements to safeguard organizational financial health. Selected and implemented an ERP system, developed dashboards to replace legacy reporting, and provided user training for seamless adoption. • Designed and delivered company-wide training programs on Excel, Outlook, and Adobe tools, promoting cross-functional expertise and fostering continuous employee development. Facilitated staff cross-training to ensure operational resilience and adaptability in a dynamic business environment.
Publicly Traded Global Defense Armoring Contractor Manufacturer The O’Gara Group is a publicly traded organization and governmental supplier and manufacturer of night vision goggles, providing armored vehicles, specialized training, and other military safety products to the Department of State. As a leading global defense contractor, the company employs two hundred employees and generates $50 Million in gross revenues. The Controller’s role is a highly strategic and tactical position that crossed over into operations and reported remotely to the Chief Financial Officer in Ohio. Responsible monthly financial, operational, payroll, audit, and tax reporting as well as budget, forecasting, product profitability, costing, plant capacity, plant efficiency, and inventory management. Implement ERP system during work-in-progress, create and manage bill-of-materials with multiple routers and a procure to pay system, and create a direct labor tracking system integrating the direct labor into routers. Create and implement SOX compliance policies, reduce the month-end close to 3 business days. Prepared plant for relocation to Ohio and executed closure of local plant, provided advice on key issues to President and CFO.