I am a bi-lingual professional with absolute integrity and more than 25
years of progressive experience in corporate budgeting, accounting,
reporting, analysis, and controllership. I am an organized, thorough, and
accurate self-starter and a dedicated, insightful, and innovative out-of-
the-box thinker. With the strengths of a charismatic and competent leader
and yet the unassuming, personable, and teachable disposition of a team
player, I am great with people of all levels and disciplines. I also have
excellent verbal and written communication skills, advanced PC proficiency
with Microsoft Office and specialized accounting software, and unique
expertise in the following key areas:
General Accounting and Month-End Advanced Analysis, Forecasting, and
Closing Modeling
Operations/Project Budget Creation and Re-Engineering/Process Design and
Tracking Improvement
GAAP Compliance, Year-End Closing, and High Performing Systems Team Building
Payroll Skills
Internal Control Evaluations and Audit Supervision and Management of 2 to60
Responses Individuals
PROFESSIONAL EXPERIENCE
PRESIDENT/CEO
2009-Present BOLD Business Ventures, Inc
Salt Lake City, UT
. Spearheaded the creation of two start-ups and expansion of one
business to a second location
. Directed the hiring, firing, training, supervision, and performance
appraisal of eight direct reports
. Oversaw all general accounting functions, including payables,
receivables, and payroll
. Managed internal control, GAAP compliance, and federal and state tax
reporting
. Analyzed forecasts, evaluated feasibility, and formulated merger and
joint venture negotiation strategy
SENIOR BUSINESS CONSULTANT
2006-2009
Mentoring of America/Real Estate Investor Support
American Fork/Draper, UT
. Consulted and trained hundreds of investors on advanced real estate
investment strategies
. Mentored clients on tax liens, tax deeds, pre-foreclosures,
foreclosures, REO, etc.
. Led over 250 sales representatives in the marketing of advanced real
estate coaching services
PRESIDENT/CEO
2004-2005
New Legacy Capital Ventures, Inc
Salt Lake City/Provo, UT
. Leveraged financial services and non-profit accounting expertise to
expand professional skills and gain asset allocation and executive
management experience
. Controlled corporate expansion and business development, subsidiary
acquisitions, new product research, and high-level strategic marketing
SENIOR FINANCIAL ANALYST
1987-2004
Corporation of the President
Salt Lake City, UT
. BUDGETING: Developed, requested, and managed operations and project
budgets, new-and-expanded program funding proposals, and specialized
budgets for equipment, payroll, and facility maintenance
. ACCOUNTING: Oversaw all GL accounting functions, AP, AR, and monthly
and year-end closing
. REPORTING: Produced Year-End Closing Package, GAAP compliance, and
Executive Annual Report
. ANALYSIS: Analyzed budget variances, feasibility, forecasts, modeling,
and performance metrics
. CONTROLLERSHIP: Assured domestic and international policy compliance
and cost control; created and performed internal control evaluations,
wrote audit responses, and reviewed all property closings
EDUCATION
BS - FINANCE - Brigham Young University - Provo, UT
1986
AS - ACCOUNTING - UTC (Utah Valley University) - Orem, UT
1984