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A. M., CPA
Summary of Qualifications
AlphaMac Resources, Inc.
Dec – Present
Providing business advisory
services centered on cash flow improvement
Fractional CFO and Interim
Training on finance &
accounting topics including shared services, cash flow, credit &
collections, accounts receivable, accounts payable and other general
SunGard Data Systems, Inc.
Financial Systems Division revenues
projected $. billion with approx. , employees.
– Financial Shared Services Organization
Provided Executive Management
to global shared services locations Hopkins, Philadelphia, London,
Sydney and Pune
Spearheaded shared services
initiative design, management and execution of vision & “offshoring”
of low risk accounting functions to reduce costs and promote operational
Negotiated vendor contracts
to reduce operating expenses and consolidate services.
Designed a global training
program to increase staff efficiencies and staff job satisfaction
Won cross organizational agreement
on various processing and accounting standards which increased efficiencies
and decreased costs.
Functioned as acting Global
VP during illness of VP.
Performed as shared services
Director for Philly and London operations during transition of leadership.
Designed new PO/AP system
which was then programmed by SunGard employees. Released in Q
Presented plans for enterprisewide
Credit & Collections process.
Provided executive level input
on development of SSC organizational metrics
Senior Project Manager and Group Analyst
Lead financial executive for
divestiture of a subsidiary of SunGard. Provided day to day financial
analysis for transactions.
Lead vendor search and analysis
for Philadelphia shared services location.
CFO, CIO & CAO
SunGard Wealth Management Services, LLC.
Built this start up organization
from ground up. Including all financial, administrative, payroll,
HR, and information systems. Grew from employees to in
Provided outsourcing for trust
departments using SunGard software. First client was INTRUST Bank, NA.
INTRUST Bank, NA Trust Department
Trust department provided full trust
services to clients in Kansas, Oklahoma and Missouri.
VP and Trust Officer
Relationship manager for defined
contribution and benefit plans
Designed and provided financial
training for plan participants of retirement plans.
Performed in sales function.
EVP of trust department invited
me to move to SunGard Wealth Management Services, LLC when liftout
of trust operations was being proposed due to my extensive knowledge
of trust departments and financial background.
Provided contract CFO and consulting
services to various companies in Tulsa, OK and Wichita, KS.
Provided executive guidance
on loan request for large third party administrator in Tulsa.
Provided project management
for webbased application for INTRUST Bank, NA.
Securitized the cash flow from charged
off credit cards. Secured forward flow contract for % of US supply
of charged off credit card loans. Company grew from in to ,
– Finance & Accounting, Payroll, Benefits and Compensation
Designed and directed the
accounting and payroll functions to support growth of to people
Lead numerous projects for
selection of vendors and other services to meet rapid growth.
Designed and opened the London
office of CFS until a permanent Controller was hired.
Negotiated the first ever
contract with a London bank that would allow for the use of credit/debit
cards for payment of nonperforming credit card loans.
Chief negotiator for vendor
relationship from accounting systems to benefit plan providers.
Furman Selz Incorporated
Mutual fund administrator for proprietary
mutual fund family.
Director of Communications and Senior
Spearheaded the establishment
of family of proprietary mutual fund family for Bank IV
Worked with trust department
to communicate the establishment of the funds with private and corporate
Identified the future importance
of the use of the internet for defined contribution plans.
Bank of Oklahoma, NA
Vice President & Trust Officer
and Audit Manager
As audit manager, directed
Performed fraud investigations
Developed and taught the first
ever class to bank officers on account fraud
Manage defined contribution
and defined benefit trust accounts.
Designed a kiting investigation
model for the bank which after installed prevented any further kiting
Designed and taught financial
planning to k plan participants.
Price Waterhouse Now PwC
– Specializing in Financial Institutions
Member of Financial Industry
Specialized Practice Unit – Unit was a firmwide initiative to address
new accounting pronouncements in the Financial Industry.
Major contributor to drafting
the firm position on FAS .
Yellow book audits of AARP
and independent audits of National Center for Missing & Exploited
First National Bank of Tulsa
Vice President & Manager of Accounting
Managed all internal and external
reporting of the Bank.
Arthur Andersen & Co.
Supervised audits of various
clients in various industries, including financial services, energy,
manufacturing, mining, transportation and nonprofits.
Taught local as well as firmwide
audit staff training including audit process and us of personal computers.
Certified Public Accountant
Pittsburg State University,
Gladys A. Kelce School of Business and Economics, Pittsburg, KS
BBA, Major Accounting
Alumni, Pittsburg State University
Trustee – Community
Music Fund Trust Wichita, KS
Top Secret Security Clearance