Sales High School

J. BRAD PEACOCK, CPA, MBA

**** ****** ******, *********, ** 84037; 801-***-**** Home; 801-***-**** Cell; ****.*******@*******.***

Over fifteen years in a leadership role are added to foundational financial skills including

CAREER

reporting, forecasting, and modeling. To these financial skills, add contract negotiations,

SUMMARY

business strategy, and personnel experience to provide a powerful leadership combination.

Positions in technology, retail, healthcare, and investments industries provide the industry

experience and seasoning needed for trusted and confident leadership and management.

PROFESSIONAL Assistant Vice President, Finance, H&R Block, Kaysville, UT (2004 to 2013)

Directed all accounting, finance, business development and purchasing activities for $20 million

EXPERIENCE

subsidiary with up to 225 employees. Ensured consistent financial reporting and Sarbanes Oxley

and internal control compliance.

Reduced operating cost via contract negotiations, competitive bids and service restructuring

Negotiated approximately 60 contracts for revenue share, software licensing, and services

Presented annually to Board Members to drive strategy and business development efforts

Developed banking relationships to reach treasury objectives, increasing income by 30%

Lead feature design of new software program and directed business development initiatives

Produced 80% of due diligence disclosures for company acquisition and divestiture

Chief Financial Officer, TaxOne, LLC, Salt Lake City, UT (2000 to 2004)

Oversaw all financial, operational, human resource, and purchasing efforts for 85 locations and 150

employees. Wrote operations manuals and corporate policies. Directed all efforts to conclude

business operations, including due diligence and divestiture disclosures.

Revised various systems, improving departmental accountability, internal controls and costs

Prepared financial statements, tax returns, and cash forecasts for 5-equity class LLC

Designed web-based reporting tool to ensure daily control of revenue and labor expense

Chief Financial Officer, Alert Cellular, LLC, Salt Lake City, UT (1999 - 2000)

Directed all financial, inventory, operational, and human resource activity for this $22 million

consumer retail sales organization and company. Managed department that included 25

subordinates.

Negotiated a $1.6 million line of credit for working capital and lease financing

Revamped sales compensation for outside sales to drive improved behaviors and controls

Implemented a new information system that reduced operating costs and increased accuracy

Administrator, North American Health Care, Orem, UT (1996 - 1999)

Managed entire operation within a 75 bed, 70 employee Rehabilitation and Skilled Nursing

Facility. Services provided included Nursing, Rehabilitative Therapy, Dietary, Social Work,

Training and Daily Activities for residents. Business Development efforts, Hea lth Department

compliance, labor pool enhancement and P&L financial oversight were primary focuses.

Renegotiated close to 20 contracts and streamlined purchases to reduce operating costs

Developed numerous systems to improve delivery of service and customer satisfaction

Improved reimbursement by 15% by designing a labor tracking tool for labor allocation

Page 1 of 2

Commodity Specialist, Intel Corporation, Chandler, AZ (1994 - 1996)

EXPERIENCE

Managed Furniture, Carpet and Training purchases across all sites. Worked with suppliers to

(continued)

reduce cost and to improve quality and reduce cycle time.

Chaired three cross-site teams to save millions of dollars through cost savings strategies

Negotiated discounts for training and furniture resulting in cost savings of $750K

Received Partnership recognition award from customer for contract assistance provided

Financial Analyst, Metropolitan Life, Irvine, CA (1993 - 1994)

Analyzed and monitored financial investments for companies in western region. Surveyed

investment bankers for feedback on Private placement market updates including deal flow,

demand for liquidity and appetite for investment.

Analyzed Financial stability and liquidity of Public and Private companies

Assessed quality of Fortune 500 companies to determine investment rating and bond value

Reviewed private investments to ensure covenant compliance and to protect asset value

CPA / Auditor, Wisan, Smith, Racker & Prescott, Salt Lake City, UT (1990 - 1991)

Worked as staff CPA for firm in all professional capacities.

Audited, reviewed, compiled and assisted SEC and non-SEC Clients

Prepared tax returns associated with the engagement

Consulted with Clients in bankruptcy or trusteeship

Auditor, Ernst & Young, Salt Lake City, UT (1989-1990)

Worked as a staff auditor in all professional capacities required by the firm.

Audited, reviewed, and assisted SEC, non-SEC, and governmental clients

Consulted with clients to improved efficiencies and profitability

Master of Business Administration, Marriott School of Management (Full-time)

EDUCATION

Brigham Young University (BYU), Provo, Utah (1991 - 1993)

Received The 1993 (George Stoddard) Outstanding Finance Student Award

Presided over the Silver Fund II (an investment fund) management team

Presided over the Utah Technology Finance Corporation (UTFC) consulting project team

Bachelor of Science cum laude - Accounting, BYU (1983 - 1989)

Inducted to Phi Kappa Phi (1988)

Received Presidential (Academic) Scholarship (1983, 1986 - 1987)

High School Diploma, Timpview High School, Provo, Utah (1979 - 1983)

Received State Sterling Scholar Award in Business for State of Utah (1983)

SKILLS

Accounting Systems: Financial Skills: Management Skills:

Dynamics – Great Plains Financial Modeling Business Strategy

Dynamics - Navision Budgeting Purchasing

PeopleSoft Forecasting Contract Negotiations

Quickbooks Proforma Statements Legal and Contracts

Treasury Management Presentations

Human Resources

Budgeting Systems:

Hyperion Written & Verbal Communications

J. Brad Peacock Page 2 of 2-801-***-****

Contact this candidate