Major Strengths / Skills
Financial Analysis
. Ability to decipher a company's true financial picture, financial
statements, and reporting requirements in order to present a true and
factual representation of that company's status.
. Intensive research to locate subtle differences between companies in the
same industry. This allows for a more precise and sophisticated decision
making process relative to the underlying differences in valuation
between companies.
Problem Prevention
. Expert on detecting grey issue areas to provide insight to management or
ownership team.
. Advise current and potential business owners as to best transition
structure to minimize future tax liability and any other potential risks.
Negotiations
. Structure solutions that are reasonable and acceptable to the parties
involved.
. Capable of substantiating and supporting a decision and conveying this to
others.
. Assist business owners and prospective buyers through the emotional highs
and lows of transitioning a business.
Employment History
A Consulting Company, Project Coordinator/Manager
Salt Lake City, Utah
2008-2010
. Oversee and direct the rehab work on real estate projects.
. Track, manage, and report expenses and determine the profit for the
projects.
A Consulting Company, Business Valuation/Brokering
Salt Lake City, Utah
2006-2008
. Prepared business valuation and market analysis data.
. Secured and structured financing for qualified buyers.
. Represented sellers in the negotiations and ultimate successful sale of
business.
Davis North Hospital, Consulting Project
Layton, Utah
2006
. Gathered data and projected department revenue and expense estimates for
the hospital's fiscal year 2007 budget.
Pinnock, Robbins, Posey & Richins, CPA's, Senior Auditor/Tax assistant
Salt Lake City, Utah
2003-2006
. Worked on all aspects of an audit, review, compilation, and attestation
engagement from field work to report writing.
. Researched publications available to comply with GAAP (Generally Accepted
Accounting Principles) reporting requirements.
. Assisted in the preparation of individual and simple entity tax returns.
DPR Construction, Inc., Project Accountant
Colorado Springs, Colorado
2000-2002
. Performed special analysis work for the project and corporate controller.
. Principle interface with Intel in assisting DPR's subcontractors in
billing preparation and payment requirements.
. Part of the Micron project team responsible for time card reporting,
labor allocation of the DPR's employees, and A/P.
Education
Weber State University
. Masters of Professional Accounting, December 2003.
. Bachelor of Arts in Business Administration/Finance, December 1998