PROFESSIONAL SUMMARY

Twenty-two years of broad based experience involving all significant areas of finance, tax, and administration. Responsibilities have included accounting, banking relationships, investments, cash management, budgeting, cash flow analysis, and strategic planning. Responsibilities also included legal, personnel administration, EEOC compliance, and insurance with related risk analysis for workman’s compensation, general liability, umbrella, and health. Tax planning, compliance, management of information systems, private equity placement, and participation in initial public offering are additional experiences. Heavily involved in acquisitions and dispositions of entities and business related assets.

Prior work experience in Public Accounting:

COOPERS & LYBRAND
SENIOR TAX MANAGER
Senior tax manager with direct responsibility for over 500 clients, several publicly traded, including work on initial public offering. Special projects included management of a consulting team for the firm’s national bank tax practice which involved major presentations, review of trust banking operations, and providing advise on administration, information technology, tax and regulatory compliance with emphasis on automation, development of procedures, and implementation of controls for quality assurance.

KMPG PEAT, MARWICK
TAX MANAGER
Responsible for 250 clients, primarily oil and gas related, with emphasis on DOE pricing and Windfall Profit Taxes. Special projects included tax compliance automation and integration of personal computers into the tax practice.

Prior industry work experience:

Responsibilities have included supervision of accounting, contract administration, corporate administration, support of marketing efforts, including preparation and review of all major proposals, negotiation of major asset acquisitions, support of banking relationships, cash flow analysis, Fair Labor Standards Act compliance, and all types of insurance.

Responsibilities have also included supervision of accounting, contract administration, corporate administration support of marketing efforts, negotiation of major asset acquisitions, purchase of new companies, cash flow analysis, all types of insurance, performance bonding, and union contract compliance. Cost accounting for construction services, real estate development, general construction, implementation of new accounting software, including payroll, job cost, and general ledger, and automation of all accounting and administration on Novell network were additional duties.

Served as a Vice President in tax and mineral operations in major trust department with a staff of nineteen. Recorded over $40MM in annual oil and gas income from over 80,000 royal interests and 7,500 working interests. Managed entities held in bankruptcy and public limited partnerships. Also conversion coordinator for transfer of $4 billion in assets to new hardware and software, IBM migration coordinator, and magnetic media coordinator for 33 trust divisions.

EDUCATION

Virginia Polytechnic Institute & State University, Blacksburg, Virginia - M.B.A., 1977 Quantitative Financial Analysis with an Option in Federal Tax

University of Texas at Arlington - B.B.A., 1976

PROFESSIONAL CERTIFICATES
Certified Public Accountant

PROFESSIONAL MEMBERSHIPS
American Institute of CPAs
Ft. Worth Chapter of CPAs
Texas Society of CPAs