Chief Financial Officer

CAREER SUMMARY

Accomplished professional with proven management, business plan preparation, and financial skills seeking a position as Chief Financial Officer or Controller. Experienced in wholesale, manufacturing, and retail environments. Experienced in acquisition due diligence and exits. Integral part of two successful exits. Work closely with banks and sub-debt lenders for lines of credit and term loans including debt restructuring.

PROFESSIONAL EXPERIENCE

WEP- Intact HoldCo, LLC (Private Equity Owned). 2023 - 2024

●Acted as CFO and Controller

●Managed all Office Management Functions including AP, AR, Billing, HR, and Cash Receipt

●Built job costing system for Paylocity payroll to QuickBooks for contractors.

Reclamation Seed Corp. – Native Seed Holdings (Private Equity Owned). 2009 – 2023

Chief Financial Officer/Controller

●Built a platform that handled all administrative and accounting functions that is totally web based, scalable, and completely integrated. All company functions are web based (15 entities on one integrated system).

●Launched website for nationwide retail sales growing at over 50% a year with over 50% gross margins.

●Experienced in both financial and cash forecasting.

●Managed administrative function for seven locations in four states.

●Successfully completed 20 GAAP audits Including EOY audit delivered 2/28.

●Managed cash flow in a highly leveraged environment.

US Magnesium, LLC. (Private Equity Owned) 2006 – 2009

Controller

●Responsible for financial reporting and accounting functions.

●Approximately $200M in sales with 500+ employees.

●Managed a 47% increase in sales with no increase in G & A overhead.

●Saved the company $500K annually through internal audits and necessary corrections.

●Experienced in both process cost accounting and job cost accounting.

Kenworth Sales Company, Inc. 2000 – 2006

Controller

●Integrated $50M acquisition into Kenworth Sales.

●Reduced annual audit preparation time by five months.

●Managed a 66% growth in sales with no increase in G & A overhead.

●Oversaw a 300% improvement in free cash flow.

●Built a team of 13 people responsible for all accounting functions for seven stores.

ACCOMPLISHMENTS

Built a team to run the administrative functions for a seven-store heavy truck dealership. Responsible for financial reporting for 35 operating departments. Sales increased from $70M in annual sales to $120M in sales with no additional administrative employees.

SKILLS

Built a platform that handled all administrative function that is totally web based, scalable, and completely integrated. Proficient in Oracle Financials, Sage Intacct, Paylocity, All Microsoft 365 products. QuickBooks. Designed custom ERP system for Reclamation Seed/Native Seed.

EDUCATION

Bachelors of Science Degree in Accounting from Brigham Young University

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