Experience

• 

  Texas leon tire, inc.

  Jan 1994 - Jun 2012

  Finacial manager

  Worked directly with owners to identify and track key performance indicators, budgeting, forecasting, and strategic planning. Actively identified costly processes that added little to no value and developed solutions. Created and maintained various financial models to determine financial well-being and initiated changes as necessary. Facilitated month-end and annual G/L closing meetings. Prepared financial statements including statement of cash flows and other bank required documentation. Created and maintained systems and processes to improve overall business performance within sales and administrative departments. Hired and developed all administrative and support personnel. Acted as primary contact for commercial vendors, corporate attorney, and CPA. Show less

• 

  Your personal best training studio

  Aug 2002 - Dec 2004

  Certified personal trainer (cpt)
• 

  Armstrong, vaughn and associates, pc

  Jun 2012 - Jun 2014

  Tax accountant

  1040 and 1041 Tax PrepInternal and client bookkeeping,Client Qrtly and Year end Payroll ReportingClient Sales Tax Prep and ReportingClient Write ups Financial preparation and journal entriesBank ReconciliationsTax projectionsEstate and Trust 1041 tax prepBillingResponsible for Monthly Company Reporting to Senior Partner

• 

  Robert half

  Jun 2012 - Oct 2012

  Staff accountant

  Responsible for personal and business tax returns and franchise tax returns. Conducted client reviews, financial compilations, and compiled monthly, quarterly and annual financial statements to various business industries that included food service, healthcare, automotive, retail, manufacturing, and multi-level networking companies. Provided tax and financial consulting to existing client base that consisted of compiled financial statements. Constructed custom templates for client financials with Excel and General Ledger accounting software. Automated repetitive processes using advanced excel techniques to reduce projected project timelines. Completed quarterly and annual payroll reports and prepared monthly sales tax reports. • Modeled large client data dumps in excel to compose financials • Prepared investment and ammonization schedules• Calculated Tax Projections• Exposure to variety of difference business industries Show less

• 

  Mpowerhealth

  Jun 2014 - Aug 2019

  Director program management
• 

  Alamo pmi

  Jul 2019 - Dec 2020

  Vp of finance

  servred on BOD for professional nonprofit

• 

  Inspired business consulting

  Aug 2019 - Dec 2023

  Principal consultant
• 

  Alterman, inc.

  Feb 2020 - now

  Business intelligence & data strategies manager