David Worthen

**** ******* **.

apt. J***

West Haven, UT 84401

801-***-****

ad3hjg@r.postjobfree.com

Objective

Looking to be a long-term asset and positive leader in helping the company grow in efficiencies and profitability.

Employment History

Accounting Manager

January 2021 to Present JM Thomas Forest Products Co. Ogden, UT

Full Charge Accounting Manager reporting directly to the President.

Manage Accounts Payable, Accounts Receivables, Collections, Payroll, and main accounting functions, Property Tax preparation, Balance Sheet Reconciliations, Cost accounting, Inventory Audits, Month-End Financial Statements, and Fixed Assets management.

Payroll Manager - Payroll and all employment Tax forms are done in-house. This includes Forms 941,940, State Withholding, and unemployment insurance tax forms.

Current Project Manager to develop Quarterly Owner’s Presentation which will compare Industry trends, our long-term goals, our strengths, and our opportunities. The owners and Executive Management will be the audience for this when completed,

Very Strong Excel skills.

Multi-Departmental communication regarding Financial and Accounting matters, as well as building management reports for each department.

Experience with Microsoft GP Accounting software.

Experienced with Biztrack.

Project lead in implementation of Check Signing software Mekorma

Managed yearly Forms W-2, Misc-1099 distributions, and all year-end Payroll reporting to Federal and State government agencies.

Developed trend reporting for Seasonal Sales characteristics.

Developed a company-wide system of Record Archiving for both electronically and physical records

Calculate monthly Profit Incentives for Salary employees, and quarterly Incentives for Hourly employees.

Created a process to have the quarterly Incentives finalized and paid within 30 days after quarter end.

Manage all external audits - making sure that all data is collected timely and correctly.

Assistant Controller

April 2002 to January 2021 SymbolArts LLC, Ogden, UT

Acting Controller from November 2009 to July 2011. (during Controller with CPA search)

Managed Accounts Payable, Accounts Receivables, Collections, Payroll, and main accounting functions, Property Tax preparation, Balance Sheet Reconciliations, Cost accounting, Inventory Audits, and Fixed Assets management.

Payroll Manager, including HR Director back-up for the entire company.

8 years experience with Paylocity Payroll. Was the project manager to install, integrate, and train all employees on its use. This was a major upgrade which included an integrated Expense Reimbursement automation and statistical report set-up.

6 years experience with Qqest Payroll. Was the project manager to install, integrate, and train all employees on it’s use. Including the use of an online time punch system.

4 years experience with ADP Payroll.

Managed yearly Forms Misc-1099 and W-2 distributions.

Led a project to reduce inventory shortages by automating inventory counts. This reduced the 50,000 parts inventory audit from 3 days to 4 hours.

Experienced with Budgeting and Forecasting. 5 years experience of compiling all budgets.

Administrator for the Accounting Software Sage.

Crystal Reports Administrator and Programmer. My reports would be used company-wide by all users

Project manager of a major accounting software upgrade. This included a full revamping of the GL account numbering system.

Led a project to move to electronic invoicing from paper invoicing- currently working hard on allowing customer to have on-line access to their accounts

Implemented a new budgeting system – creating an on the spot what-if analysis

Managed the implementation of a Sale Tax system to properly collect and pay for nation-wide tax jurisdictions.

Created and published Financial Dashboards and reports for the Executive Team and Sales Team.

Brought Past Due Customers from an average net 45 days to 35 days in a year’s time.

Reduced past due percentage on our Accounts Receivable from 27% down to 3.99%

Programmed and created Crystal Reports for the company.

Calculated monthly Commissions for Sales Teams

Managed all Royalties contracts, reporting, payments, and yearly audits.

Financial Consultant

December 2017 to December 2019 Managed Wealth Financial, Clearfield UT

Helped families to prepare for retirement thru budgeting, Debt management, and life insurance planning, included Estate planning

Tax Advisor III

December 2004 to April 2011 HR Block, Layton UT

Prepared State and Federal Taxes for clients

Advised on steps to minimize the Legal amounts of tax paid

Staff Accountant

December 1998 to December 2001 Destination Cinema, Ogden, UT

Full Bookkeeping for 6 Imax theaters across USA and one in Canada

Payroll Manager for the 6 Imax Theaters and Corporate office.

This was for 500 to 1000 employees. 150 of which were Canadian employees paid in Canadian dollars

3 years experience with Ceridian Canada Payroll

3 Years of ADP Payroll experience

Onsite Theater audits

Managed Record Retention both physical and electronic.

Education

1992 to 1998 Weber State, Ogden UT

BA in Accountancy

Other Experience

GAAP

Microsoft GP and Biztrack software.

Mekorma Check signing/approval software

Microsoft Power BI

Advance knowledge in SAGE 100 accounting systems – 23 years,

Crystal Reports – 18 years

High proficiency in Microsoft Excel

Payroll Systems familiar with: Paylocity, Qqest, ADP, Ceridian both US and Canadian employees. Microsoft GP

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