Brian is a strategic financial and business executive with more than 30 years of diverse and progressive business leadership experience mainly in medium to large public companies ranging in size up to $50 billion... SEE MORE
He started his career in the audit and assurance practice of public accounting, leading to an extensive career working in public companies. His industry experience includes: broad experience in the natural gas industry including wholesale marketing and trading, utilities, retail energy marketing, storage and pipeline operations, refining and marketing of fuels, lubricants, oils, petrochemicals, and other industrial products, printing and manufacturing, banking, school districts, municipalities, and nonprofit organizations.
Brian has led large, diverse and multi-location finance and accounting organizations, supporting, presenting and interacting directly with executive and senior officers, boards of directors and its committees (audit, finance and risk management). His public accounting experience out of college followed by several years in internal audit shaped his analytical and inquisitive skills, as well as provided a strong foundation in business process, operational and financial reporting internal controls. In addition to leading financial and accounting teams, he has also led or had direct responsibility for HR, payroll and benefits, IT, insurance, property taxes, credit, contracts, and risk control.
Areas of expertise include:
- Financial and Cash Flow Modeling
- Forecasting and Budgeting
- Company Performance Analytics
- Monthly, Quarterly and Year-end Close Procedures
- Financial Reporting
- Business Process Improvements
- Financial Internal Controls
- Audit Preparation and Oversight
- Bank Debt Covenant Compliance
- Risk Management and Control
- ERP, Financial and Energy Trading Risk Management Systems
- Strategic Analysis
- Mergers & Acquisitions Due Diligence and Business Integrations
Brian holds a Bachelor of Business Administration degree in Finance and Accounting from the University of Texas at Austin. He and his family live in in Houston, Texas. Brian is active with his local church, supporting its daily financial and accounting activities, as well as its mission and outreach to the homeless youth in Houston. Brian has served on various nonprofit boards and finance committees. He enjoys spending time with his family, traveling, running and riding his bike.
If we work together, I promise that I will always put your interests first, and that in a year or less, we will reduce your stress about cash flow, your business will be running better, and we will be eliminating the barriers to your company’s success.
- Begin with a Discovery Analysis
- Agree on a Strategic GamePlan
- Begin to excel and see results
What Happens if We Don't Move Forward?
Your company value will not grow and your cash flow will not be what you want it to be. You won’t be able to achieve your goals. Grim picture!
Get Started With Brian
Get Your own complimentary* Discovery Analysis™ from B2B CFO®
*Complimentary for qualified business owners