Robert M. Wilkinson, MBA
**** ***** **** ****** ( SLC, UT 84109 801-***-**** (
**************@*******.***
QUALIFICATIONS
Accounting ( GL Reconciliation ( SOX Compliance ( Financial Analysis (
Budgeting ( Forecasting ( SEC Reporting ( CPA Candidate ( Financial
Modeling ( Analytical Skills ( Feasibility Analysis ( Consulting ( Due
Diligence ( Negotiation ( Market Research ( Legal Research & Document
Review ( Strong Knowledge of Microsoft Excel ( Problem Solving ( Leadership
( Detail-Oriented
EDUCATION
Master of Business Administration - University of Utah, 2004
Emphasized in Accounting, Finance and Financial Accounting, and
Entrepreneurship and Emerging Ventures.
Bachelor of Arts, Finance and Management - University of Utah, 2003
Real Estate License - Licensed Real Estate Agent - State of Utah,
2002
WORK HISTORY
Corporate Accountant - Energy Solutions (SLC, UT)
2006 - Oct 2010
. Managed fixed assets for the entire organization totaling $200
million.
. Reconciled GL Accounts, prepared budgets and forecasts, and performed
statistical analysis.
. Assisted with preparation of financial statements and SEC filings.
. Performed financial analysis. Discovered and researched financial
discrepancies.
. Created and maintained internal controls for SOX Compliance.
. Worked directly with internal, external, and government auditors.
. Assisted in accounting system conversion to Oracle.
. Performed annual asset inventory.
. Calculated liability estimates and maintained amortization schedules.
. Prepared property tax returns.
. Prepared and posted journal entries.
Financial/Risk Analyst - American Express (SLC, UT)
2005 - 2006
. Analyzed financial statements and SEC filings.
. Used fundamental analysis and financial models to establish default
risk of large corporate card clients.
. Trained and directed two teams of analysts located outside the United
States.
. Researched accounting issues and created financial analysis policies
for analyst team.
Law Clerk - Anderson Call & Wilkinson (SLC, UT)
2001 - 2005
. Performed due diligence related to mergers & acquisitions totaling
over $60 million.
. Prepared SEC filings (i.e. 10-K, 10-Q, 8-K, 20-F, Form 4, Form 3,
etc.).
. Reviewed financial statements for public securities filings.
. Prepared and reviewed various legal documents such as private
placement memorandums, settlement agreements, contracts, and articles
of incorporation.
. Researched the Sarbanes-Oxley Act to ensure clients were in compliance
with SOX.
Consultant - Ken Garff Industries (SLC, UT)
Jan - May 2004
. Served as a project team leader.
. Designed and administered an internal survey, performed research, and
analyzed findings of survey.
. Developed strategy and presented recommendations to owners and top
executives.
. Recommendations were used to implement new policies and training
programs.
Associate - University Venture Fund (SLC, UT)
2002 - 2003
. Carried out due diligence and market research for local and national
Venture Capitalists.
. Performed business valuation, financial analysis, forecasting, return
on investment calculations, and created spreadsheet models.
COMPUTER SKILLS
Oracle, Deltek Costpoint, FAS, Great Plains, Bloomberg, Excel, Word,
PowerPoint, Access, and Word Perfect.