Audit Experienced Senior
Arthur Andersen, Houston, TX – 1997 – 2002
Participated in the planning, budgeting, organization and supervision of engagements, including the preparation and review of financial statements, footnotes and supplemental financial information for accuracy and compliance with generally accepted accounting principles. Also advised clients on the accounting treatment of various transactions, performed due diligence, provided comfort letters and assisted with special projects when necessary, including account reconciliations, business planning, writing MD&A and expanding existing financial statements and footnotes to be included in public documents. Involved in SEC filings including 10-K’s, a transition 10-K, 10-K/A’s, 11-K’s, 10-Q’s, S-1’s, S-3’s, S-4’s annual reports, proxy statements and prospectuses. Clients ranged in size from $50,000 to $2 billion and operated in the energy, manufacturing, distribution and trading industries.

Casualty Specialist
State Farm Insurance, Houston, TX – 1991-1997
Estimated and settled property damage claims, as well as participating in catastrophe operations. Investigated and assessed contractual obligations and the legal liability of policyholders in association with casualty claims. Determined settlement values, the ability to defend against allegations and communicated such to management. Directed ensuing negotiations and defense to conclusion, including representing the company in mediations and arbitrations. Exposed to all aspects of civil litigation. Also involved in planning, training, budgeting and supervision.