No company affiliations.
Technology-savvy finance and accounting professional with extensive experience in regulatory and managerial financial reporting. Strong background in SEC Reporting and FERC Reporting. High passion for FP&A, budgeting, forecasts, financial modeling, M&A, and DCF analysis.
Key member of the team surrounding the review and preparation of all required SEC reports, including, among others, Forms 10-K and 10-Q (with expert understanding of XBRL and web filings), debt/equity registration statements and proxies. As well as point of contact for auditors. Maintaining thorough knowledge of taxonomies, SEC regulations, and US GAAP changes. Key member of the team surrounding the review and preparation of Federal Energy Regulatory Commission and Texas Rail Road Commission reports. Consolidating accounting of subsidiaries, joint ventures, and partners. Monthly reconciliation of general ledger accounts. Beta tester for Webfilings (Wdesk) software. Create manuals and desktop procedures for common financial reporting tasks and responsibilities. Edit/format filing documents for final presentation.
• Reconciled daily and monthly cash flows for four deals • Conducted day to day client communications regarding deal transactions and trades • Assured deals were always in current compliance with indenture agreement • Wired funds as needed to respected accounts and prevented overdrafts • Created hypothetical reports based on projected trades and transactions
Sorted and assigned invoices to correct cost centers Received and monitored proppant inventory Issued proppant purchase orders Developed analytical inventory reports from raw data for upper management Improved calculation for standard cost of inventory Sent out change in product pricing notifications to need-to-know parties