Functional Skills
Accounting
Business Analysis
Business Operations
Business Planning
Budgeting
Financial Management
Financial Planning & Analysis (FP&A)
Internal Auditing
Operational Efficiency
Process Design / Re-engineering
Strategic Planning
Tax Advisory
Project Management
Accounts Payable
Purchasing
Software Skills
Sage Intacct
Quickbooks
Quickbooks Enterprise
Microsoft Excel
Certifications
CMACertified Management Accountant
CPACertified Public Accountant
Sector Experience
Agriculture
Financial Services
Industrials
Manufacturing
Retail
Languages
English
Countries Worked In
USNotable Clients
DM Injury Law
Experience
Valor Business Services, LLC & Valor Tax Services, LLC
Accounting
Business Owner
1/2018 - Present
Valor Business Services – A one-member CPA firm focused on Tax, Accounting, Advisory and Consulting Services for Small and Medium Sized Businesses Valor Tax Services d/b/a Jackson Hewitt Tax Service – Owner of 16 Locations in the Following Markets:
• St. Joseph, MO
• Blue Springs/Independence/Raytown/Lee's Summit, MO
• Kansas City, MO
• Gladstone/Liberty/Excelsior Springs, MO
• Topeka, KS
• Kansas City, KS
• Lawrence, KS
• Ottawa, KS
• Shawnee-Mission/Olathe/Overland Park, KS
• Salina/Hays/Great Bend, KS
• St. Joseph, MO
• Blue Springs/Independence/Raytown/Lee's Summit, MO
• Kansas City, MO
• Gladstone/Liberty/Excelsior Springs, MO
• Topeka, KS
• Kansas City, KS
• Lawrence, KS
• Ottawa, KS
• Shawnee-Mission/Olathe/Overland Park, KS
• Salina/Hays/Great Bend, KS
SUPPORTING STRATEGIES
Accounting
Financial Operations Manager
3/2019 - Present
Accounting Outsourcing Firm Supporting Small and Medium Sized Businesses with Accounting Needs
• Perform bookkeeping and financial statement preparation for various clients.
• Complete business tax returns for clients.
• Provide financial advisory services to clients as needed.
● CFO Clients/Positions While Owner of Valor Business Services, LLC – Prior Positions
• Perform bookkeeping and financial statement preparation for various clients.
• Complete business tax returns for clients.
• Provide financial advisory services to clients as needed.
● CFO Clients/Positions While Owner of Valor Business Services, LLC – Prior Positions
Burns & McDonnell
Accounting
Contract Accounting
5/2022 - 9/2022
Assisted Company w/ Various Monthly Accounting Activities.
Custom Truck One Source
Accounting
Contract Accounting
9/2021 - 2/2022
Assisted Company w/ Accounting Conversion from Karmac to M3 Accounting System.
Spear Power Systems
Accounting
Contract Accounting
6/2021 - 8/2021
Assisted Company on Special Assignment Going Through M&A.
Daily's Premium Meats LLC
Finance
Chief Financial Officer
5/2019 - 10/2020
CFO for a $400+ million premium bacon company. Responsible for the supervision of substantially all accounting and financial functions.
• Helped management craft financial reporting packages for management and board of directors.
• Managed the company's account records/internal controls.
• Crafted budgets and financial projections annually.
• Helped management craft financial reporting packages for management and board of directors.
• Managed the company's account records/internal controls.
• Crafted budgets and financial projections annually.
Van-Am Tool & Engineering, LLC
Finance
Chief Financial Officer
4/2018 - 2/2019
CFO for a $15+ million private equity-backed machine shop, focused on the welding, press room, laser, and tooling/CNC work. Responsible for the supervision of substantially all accounting and financial functions.
• Helped management craft financial reporting packages for private equity group and board of directors.
• Managed the company's account records/internal controls.
• Craft budgets and financial projections used by numerous parties as part of the company's overall turnaround strategy.
● Industry Experience – Other Prior Positions
• Helped management craft financial reporting packages for private equity group and board of directors.
• Managed the company's account records/internal controls.
• Craft budgets and financial projections used by numerous parties as part of the company's overall turnaround strategy.
● Industry Experience – Other Prior Positions
American Business and Technology University
Finance
Chief Financial Officer, Curriculum Developer and Adjunct Instructor
9/2011 - 12/2018
An online university, based in St. Joseph, MO, dedicated to delivering high quality, innovative, affordable, and accessible educational opportunities and services that focus on skills and career building for students to become valued and productive members of society. Chief Financial Officer – Starting in April 2012, I have served on a part-time (and now full-time as of January 2018) basis as the school's Chief Financial Officer and have been primarily engaged in assisting the school's President and Vice President in crafting budgets, preparing for their annual audit and consulting on a variety of financial issues, such as assisting in closing a loan package for the University's current building and working with existing and prospective stakeholders interested in seeking investment/strategic partnerships with the University. Academic Work - Designed and developed the university's undergraduate concentration classes in accounting and finance, as well as the core MBA program, related graduate certificate programs and several related concentrations. I developed 8 out of the 12 classes in the MBA core, including the capstone class, which involved writing a comprehensive business plan. Besides the core classes, I also developed the concentration classes for accounting, finance and project management, as well as associates-level certificate programs and emphases in accounting and entrepreneurship. I have also taught some of these classes on occasion.
Simply Essentials, LLC
Corporate Strategy & Development
Corporate Controller & Chief Financial Officer
2/2017 - 12/2017
Controller & CFO for a $65+ million startup, private equity-funded poultry and beef processing company, with a focus on healthier protein. Responsible for the supervision of substantially all accounting and financial functions.
• Helped management craft financial reporting package for board of directors
• Setup and managed the company's account records/internal controls and setup the company's first-year audit.
• Crated budgets and financial projections used by numerous parties and assisted in closing the company's $25 million credit facility.
• Served as a key strategic liaison for the company's founders until the company was acquired by new management in late 2017.
● Industry Experience – Other Prior Positions (Continued)
• Helped management craft financial reporting package for board of directors
• Setup and managed the company's account records/internal controls and setup the company's first-year audit.
• Crated budgets and financial projections used by numerous parties and assisted in closing the company's $25 million credit facility.
• Served as a key strategic liaison for the company's founders until the company was acquired by new management in late 2017.
● Industry Experience – Other Prior Positions (Continued)
Triumph Foods, LLC
Corporate Strategy & Development
Corporate Controller
3/2010 - 2/2017
A $1.5+ billion privately-held pork processor running the most state-of-the-art processing facility in the industry today. Responsible for the supervision of substantially all accounting and financial functions. Primary responsibilities include supervision of the monthly close process, oversight of the company's inventory and revenue cycle activities, analysis of the company's internal control procedures for compliance and operational improvement, monitoring and approval of all accounts payable invoices and supervision of an accounting staff of five people.
• Oversaw the process of and prepare monthly financials for review/use by both executive leadership and the board of directors, including the process of reconciling critical balance sheet accounts to supporting detail
• Prepared monthly cost review reports for other members of senior management and perform a comprehensive analytical review of monthly operating results, to both validate accounting records and identify potential cost-savings and revenue enhancement opportunities
• Performed financial and related operational process analyses to assist other senior management in making key business decisions and to identify opportunities for improving the overall production efficiency and effectiveness
• Coordinated the annual financial statement audit with the external auditor firm Key Accomplishments:
• Introduced a new approach to closing accounts payable that reduced G/L close each month from two weeks to one week, wh
• Oversaw the process of and prepare monthly financials for review/use by both executive leadership and the board of directors, including the process of reconciling critical balance sheet accounts to supporting detail
• Prepared monthly cost review reports for other members of senior management and perform a comprehensive analytical review of monthly operating results, to both validate accounting records and identify potential cost-savings and revenue enhancement opportunities
• Performed financial and related operational process analyses to assist other senior management in making key business decisions and to identify opportunities for improving the overall production efficiency and effectiveness
• Coordinated the annual financial statement audit with the external auditor firm Key Accomplishments:
• Introduced a new approach to closing accounts payable that reduced G/L close each month from two weeks to one week, wh