David Moreno

Lead and manage the system implementation team at a fast growing private equity firm specializing in the commercial services industry (HVAC, Plumbing, Electrical, etc). • Lead a team of 7 • Tasked with administration and systems implementations for current and new acquisitions Operational System – BuildOps Accounting System – Sage Intacct • Create, manage, and execute systems implementation with a 90 day go live schedule • Coordinate with each functional department to ensure alignment between the branch and the corporate office • Establish and build relationships with all new acquisition leadership teams • Manage post go live customer success for all our branches • Standardize operational processes across all branches • Provide support to branches for operational reorganization or restructuring

• Lead a team of 4 Senior Accountants • In charge of managing the monthly close process for 10 divisions • Process intercompany month end entries • Reconcile and process month end inventory entries • Balance sheet reconciliation review • Creating, maintaining, and managing leases (ASC 842) using LeaseQuery • Creation of financial statements • Creation of reports • Monthly payroll entries • Training End users on how to use the system (GL, Reporting, etc.) Projects: • ERP Conversion (GP to Microsoft Business Central) • Payroll Processor conversion (Paycor to ADP)

Lead and manage the accounting department and service operations department. Provide support to internal customers via reporting, metric tracking, and auxiliary projects. Perform period end tasks; such as, journal entries, account reconciliations, and coordinating the closing process. General summary of responsibilities: • Lead the accounting department and service operations department (call center and logistics) with a staff of 8 direct reports (functional managers) and 30+ indirect reports • Responsible for the period closing process • Coordinate and issue weekly check and ach payments to vendors based on cash projections • Manage weekly accounts receivable meetings and set collection goals for AR staff • Assist in the creation of financial reports • Create ad hoc reports for upper management • Other projects as assigned by management • Review and reconcile balance sheet accounts • Create and analyze ongoing and closed job metrics for profitability and budget management Several Accomplishments: • Restructured the Accounts Receivable Process • Incorporating collaborative software, the whole accounts receivable/collections process was rebuilt with a focus on efficient customer data management. Outcomes were a formal, structured process with consistent procedures and a visible manner to hold all stakeholders accountable. Within 6 months, day sales outstanding decreased by 10%, and bad debt decreased by 30%

* Cost accounting for construction projects * Manage accounts payable and accounts receivable for assigned project portfolio * Analyze and verify each projects percent complete to maintain accurate revenue recognition * Create schedule of values, process monthly AIA billings, and maintain required documentation such as lien waivers and other project specific documents * Review new project contracts for issues or errors * Create/Issue subcontractor contracts using AIA standard * Perform constant project review to maintain adequate cost targets or document and adjust contract value per modifications or change orders * Manage and coordinate yearly/periodic audits with external auditors * Process salespersons’ commissions payable for inclusion in each bi-weekly payroll * Perform end of month account reconciliations and process adjusting journal entries as required

Successfully built and cultivated a team specializing in customer service and administration of all customer warranties. * Managed a $1 million budget and a team consisting of customer service representatives and service technicians * Closely managed and monitored 3rd party vendors in various markets to ensure customer service quality * Coordinated and prepared yearly departmental budget * Created and used forecasting models to aid in company wide budgeting * Responsible for all logistics and coordinating activities between internal staff and vendors to properly administer warranties and service throughout all markets * Coordinated turnover from construction to warranty department at completion of all construction projects * Developed KPI to guide allocation of resources * Managed various projects at any given time, as assigned by executive staff

Successfully managed all the accounting, human resources, and IT needs for a new acquisition, where I helped build and take ownership of the accounting and corporate conversion process. Also, created systems and processes for pro-active customer service and maintained an effective logistics system for proper product tracking and distribution. * Managed a team of customer service, accounting, and logistics personnel * Directed all onsite accounting tasks and end of month closing procedures * Directed all onsite human resources functions and coordinated all offsite tasks with corporate human resources manager * Maintained and processed weekly payroll for 80+ employees in ADP; prior to software transition payroll was prepared and processed in QuickBooks Enterprise * Managed accounts payable, accounts receivable, journal entries, and account reconciliations * Coordinated and helped prepare yearly budget with the CFO and Director of Operations * Maintained, coordinated, and implemented all monthly inventory counts * Coordinated the purchasing of all sourced material and maintained constant contact with material vendors to prevent production disruptions * Maintained weekly driver schedule and monitored and directed the flow of inbound and outbound traffic * Produced reports for managers to guide operating decisions for each department

Managed the accounting, logistics, and customer support functions. Created and instituted policies and procedures for order processing, accounting, human resources, and vendor relationship management that lead to cost savings, relevant analysis through metrics, and a defined internal structure. * Managed all financial reporting and accounting aspects of the company (budgets, cost analysis, vendor accounts, accounts payable, accounts receivable) * Prepared and submitted payroll, reported and sent tax deposits to IRS and Texas State Comptroller for sales tax * Maintained company books and set up payroll system in QuickBooks Online * Managed the logistics and scheduling of 7 construction crews for construction projects * Coordinated marketing and business development events

Honor Society

*Studied abroad doing research on companies in various countries. *Participated in bilateral country research projects with teammates from another country

Remaining coursework to fulfill the Texas State Board of Public Accountancy's educational requirements to sit for the CPA exams.