S u m m a r y

 

Enterprising Senior Leader with risk management, operations, finance and technology program experience. Track record of effectively improving performance, managing change and implementing solutions. Emphasis on data-driven management and providing value by linking strategic goals to the business dependencies that will ensure success. 

 

Q u a l i f i c a t i o n s

 

Financial & Accounting

Producing financial & managerial reports, financial analysis, month-end closing, financial & bank audits, payroll, cash management, banking covenants, accruals, amortization, depreciation, A/P, A/R, collections, payroll tax, sales tax, projections, journal entries, merger & acquisitions, GAAP compliance & risk mitigation.

 

Managerial & Administration

Senior financial manager with a decentralized control style. Experience includes start up, acquisition, non-profit, software development, corporate initiatives and team building. Additional responsibilities have included Human Resource functions including job placements, new hire filings, terminations, employee insurance, government reporting (Dept. Labor Stats, Workers Comp), operations manual, employee handbook, training & procedures development.

 

Technology

A lifetime of experience with an extensive breadth of platforms & programs. Includes MacOS & Windows applications with an emphasis on Microsoft Access & Microsoft Excel (advanced functions, VB macros, solver analysis). Proficiency in troubleshooting hardware/software systems, complemented with programming experience (html, SQL, VB). Enterprise Software (MAS200, Visual Enterprise, QuickBooks).

 

Japanese Language (日本語)

Two years of study abroad in Japan with three years of formal education. Ability to read, write & converse in the Japanese language.

 

P r o f e s s i o n a l   E x p e r i e n c e

 

Accounting Manager (Nov 2007 Current)

DCWV Acquisition Inc. (Provo, UT)

 

Finance/Administration Manager (Feb 2007 Oct 2007)

The Vinyl Specialist (Lindon, UT)

A/P, A/R Specialist (Feb 2005 Feb 2007)

Larson Davis (Provo, UT)

Administration/Finance Manager (Oct 2003 Feb 2005)  

Rimrock Technologies - (Orem, UT)

C o n t r a c t   E x p e r i e n c e  

 

Financial Officer (Sept 2012 Current)

Canyon River Dental Group (Provo, UT) Created corporate growth strategy. Worked with management to turn a loss operation into a growing, profitable business. Established bank relationships for financing needs and business acquisition. Developed internal controls and procedures for risk mitigation and to properly state financial reports in compliance with GAAP principles.

 

Financial Manager (March 2011 November 2012)

Trendography Prints (Pleasant Grove, UT) Established internal accounting system and procedures for all mandatory tax filings. Produced reports to track sales trends, margins and collections.

 

Non-Profit Business Advisor (September 2011 October 2012)

Community Health Connect Assess the accounting practices of a local non-profit organization and implement controls and procedures to increase efficiency and decrease costs.

 

Business Tutor (August 2009 December 2010)

Utah Valley University (Orem, UT) Tutored students in senior level "Capstone" business simulation course & beginning Japanese.

 

 

E d u c a t i o n

 

Masters of Business Administration Orem, UT

Utah Valley University (AACSB Accredited)

 

Bachelors of Science, Accounting (with a Minor in Music) Orem, UT

Utah Valley University (Started at University of Washington)      

 

R e f e r e n c e s

 

Available Upon Request