Project Manager Customer Service

Brad Gillam

**** *. ***** ******, **. *** Phone: 720-***-****

Littleton, CO 80127 Secure email: ********@*******.***

PROFILE

Financial analyst/Controller with seven years experience in corporate/investment accounting and analysis.

Experienced project manager. Proven problem solver. Expert data modeler and Microsoft Excel user. Effective

writer and communicator. Solid understanding of a broad range of business operations. MBA.

EXPERIENCE

GEMSBOK CONSULTING, INC. Golden, CO May 2009 – June 2010

Consultant

Consulted special districts (public entities such as fire protection, water & sanitation, metro district, etc.) and

private firms regarding accounting and financial operations. Executed contracts as financial/accounting

manager typically restructuring accounting functions followed by performing and overseeing entire accounting

process. Project-based contracts included strategic planning, establishing budgeting processes, financial

analysis (budget variance, ratio analysis, overhead analysis, cash management, etc.) and other

financing/human resources and operational initiatives. Managed customer contracts and relationships.

• Restructured chart of accounts utilizing class function to streamline accounting capture and reporting.

• Established and implemented budget processes and trained management & boards in variance

management.

• Assessed and reorganized company/district accounting policies, procedures and functions. Created

numerous standard operating manuals.

• Presented analysis and findings to management & board of directors. Effectively communicated, both

written and oral, financial information in lay terms to non-financial/accounting audiences.

LIFESCAPE ASSOCIATES, INC. Denver, CO July 2008 – March 2009

Controller

Develop and maintain accounting controls, policies and procedures. Analyze past, current and future cash,

revenue, and expense trends. Develop and implement budgets for sales, ops, and admin. Manage all

accounting functions including month end close, recons, cash mgt (A/R, A/P, and payroll) and financial

statement management. Report to CFO.

• Identified impending critical cash shortfalls through cash modeling then instituting and executing cash

management in a critically distressed corporate environment.

• Drafted and executed vendor payments restructuring resulting in lowering short term cash expenditures.

• Constructed company’s first operating budget using industry leader benchmarks and built cross-

functional team to implement budget action plan.

AZTEC CONSULTANTS, INC. Littleton, CO February 2004 – May 2008

Financial Analyst

Maintained cost, overhead, expense and pipeline analysis. Advised mgt on business decisions. Oversaw

pipeline reporting and served as report custodian. Managed accounts receivable of $7MM annually. Reported

to Controller.

• Reduced overhead by nearly 40% by performing overhead analysis and charting a

reorganization.

• Cut billable hour inventory by 20% by carrying out inventory (hour) turnover analysis,

defining billing policies and procedures, and advising on the restructuring of management roles.

• Optimized labor via revenue pipeline forecast by predicting resource needs, and improving

budgeting tool.

• Enabled management to identify high-margin projects by performing costing analyses.

THE BROE COMPANIES, INC. Denver, CO August 2003 – February 2004

Financial Analyst

Performed financial due diligence on real estate and adult living property acquisitions. Supported acquisition

team with market, industry, company and personal research. Performed stock and debt analysis for corporate

investment. Reported to CEO.

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• Identified undervalued stock, purchased at $16/share, sold at over $25/share, via

stock screens and stock analyses.

• Acquired a $25MM, Class A office building via due diligence and preliminary asset

modeling.

ZD TECHNOLOGIES, INC. Denver, CO January 2003 – July 2003

Business Analyst

Developed pro-forma operating financials, valuation models, and breakeven analysis for a start-up company.

Reported to President.

• Helped raise $100K by developing a funding strategy to pursue venture capital and angel

investment.

NEXTPAGE CORPORATION, Lehi, UT October 2001 – November 2002

Program Manager

Hired as full-time employee following paid MBA internship. Managed client relationships in the professional

services function. Managed projects. Implemented service agreements. Reported to Vice President of

Professional Services.

• Decreased sales cycle duration 20% and improved client customer service by refining engagement

and software development business processes.

• Increased revenue forecast accuracy by bridging information gaps between accounting and

development.

EDUCATION

UNIVERSITY OF UTAH, David Eccles School of Business, Salt Lake City, UT

• MBA., 2002, GPA 3.72

UNIVERSITY OF UTAH, Salt Lake City, UT

• BS in Business Finance, 2001, GPA 3.6

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