Consulting Experience
15 Years of Experience in Finance and Business Management
With 15 years of experience specializing in accounting, lending risk analysis, and construction financial management. Based in Austin, TX, I have become a key asset to businesses across various sectors improving financial stability, growth, and operational success. I focus on providing insightful recommendations that drive growth and efficiency, particularly for small businesses in the construction and real estate sectors. I excel in developing tailored strategies to streamline finances, enhance productivity, and safeguard assets.
Financial Controller Consultant
As a Controller for a several construction contractor companies, I successfully oversee the accounting operations of the organization, ensuring accurate financial reporting and compliance with regulations. I manage the financial processes, providing insights that drive strategic decision-making. I also assist with the implementation of financial systems and processes, ensuring they align with the company's goals. In addition, I assist with audits and bonding processes, ensuring all requirements are met. My expertise in financial analysis has allowed me to support the company's growth and optimize both financial and operational health. In addition, my goal is to identify opportunities to help companies generate dividends while maintaining normal operations.
Lending Risk Analyst Consultant
As a Lending Risk Consultant for a lending companies, I analyze and evaluate the financial and operational risks associated with loans for construction projects. I assess the borrower’s financial stability, review project plans, budgets, and timelines, and conduct thorough risk assessments to ensure the project is financially viable. Additionally, I review borrowers' portfolios to better understand their financial history and performance. I ensure that the construction loans meet underwriting standards and work to mitigate potential risks throughout the process.
Project Manager Consultant
As a Project Manager Consultant, I oversee all financial operations, including assisting with project bids, coordinating billing, and managing financial records. I work closely with the team to ensure that project bids are accurately estimated and aligned with financial goals. I handle the entire billing process, ensuring timely and accurate invoicing, while also monitoring project budgets to prevent cost overruns. My role is essential in maintaining financial accuracy and supporting the seamless execution of projects.
Full-Charge Bookkeeper
As a Full Charge Bookkeeper, I manage all aspects of a company's financial operations. I handle accounts payable and receivable, and reconcile bank statements. I maintain accurate financial records, track inventory costs, and ensure timely processing of sales transactions. My role also involves managing general ledger entries and providing support with financial data to ensure smooth day-to-day operations. I work closely with the management team to maintain financial accuracy and optimize operational efficiency.
Controller Skills
Financial Management
Cash Flow Management
Strategic Planning
Financial Reporting & Analysis
Internal Audit & Compliance
Risk Management
Process Improvement
Budgeting & Forecasting
Cost Analysis & Efficiency
Financial Systems Implementation
Regulatory Compliance
Financial Strategy Development
Performance Monitoring & Metrics
Accounting Skills
Financial Reporting
General Ledger Management
Reconciliation
Internal Controls
Accounting Software Proficiency
Cost Management
Auditing
Regulatory Knowledge
Financial Statement Preparation
Bookkeeping
Journal Entries
Accounts Payable/Receivable Management
Lending Financial Risk Analyst Skills
Risk Assessment & Analysis
Borrower Portfolio Review
Financial Stability Assessment
Project Plan Evaluation
Budget & Timeline Review
Risk Mitigation Strategies
Construction Loan Evaluation
Loan Structuring & Terms Evaluation
Risk Reporting & Documentation
Risk Mitigation Planning
Portfolio Monitoring
Project Coordination and Management Skills:
Bidding & Proposal Management
Estimating & Cost Estimation
Job Costing
Project Budgeting & Forecasting
Schedule Development & Management
Contract Negotiation & Management
Vendor & Subcontractor Coordination
Project Planning & Scheduling
Scope Management Change Order Management
Quality Control & Assurance Project Tracking & Reporting Budget Monitoring & Cost Control
Construction Documentation Management
Project Closeout