Financial Analyst Planning

Karl David Sauer, II, MBA, CMA, CFE, CIA

**** * ***** **; Glendale, AZ; 85301

PHONE: 602-***-**** ■ EMAIL: *********@*****.***

LINKEDIN PROFILE: https://www.linkedin.com/in/kdsauerii

AREAS OF EXPERTISE

■ Monthly Financial Reporting Multi-State, Multi-Entity ■ Financial Planning, Analysis & Forecasting

■ Reporting of Key Metrics, Financial Results, and Variance Reporting ■ AD HOC Reporting

■ Operating & Capital Budgeting ■ US GAAP ■ Fixed Asset Accounting ■ Cash Management & Forecasting

■ Hands-on & Supervisory experience in A/P, A/R, P/R, Full-Cycle Accounting ■ Sales, Use & Property Tax

■ NET SUITES ■ SAP ■ QuickBooks Online & Desktop ■ MAS 200 & 500 ■ Xero Accounting Software

■ Excel Skills-Financial Modeling, VLOOKUP, Pivot Tables, Pivot Charts, Dashboards

PROFESSIONAL EXPERIENCE

ACCOUNTING CONSULTANT KDAVID CONSULTING 1/29/24 to PRESENT:

Provided financial advice and guidance to clients, assisted clients in developing and implementing accounting processes.

Migrated client for a manual accounting system to a computer system, included research several accounting systems before selecting system for client.

Updated financial data into systems and set up monthly closing process.

Implemented cash management systems to better manage cash-flow.

AA&E Accounting Services BOOKKEEPING SERVICES: 7/23 to 1/24 A seasonal position that was Responsible for performing the month-end close including the financial statements and balance sheet for 35 plus clients.

The Intersect Group CONTRACT POSITION – FINANCIAL ANALYST 6/2022 to 9/2022 HEALTHCARE TRUST OF AMERICA INC (NYSE: HR) A real estate investment trust, with over 700 income producing properties primarily associated with the healthcare industry. This position was responsible for all aspects of financial budgeting, and forecasting, and updating and/or developing financial models for evaluating potential investments and the company’s performance.

The Intersect Group CONTRACT POSITION - INTERIM CONTROLLER 1/2022 to 4/2022 Venom Xtracts / Hollister Bioscience (CNSX):

Hired by company to join a team of professionals that would ensure the company met its reporting requirement. This was a daunting task as it entailed closing the company’s CA subsidiary, bringing current a three-month backlog of work, coming up to speed on the CA subsidiary SAP system, and then performing the same for the AZ subsidiary. Major accomplishments include:

Reconciliation all cash accounts, including the main cash account which had an ending balance of $250,000 we balanced it to within $2,000 of the bank balance.

Process all backlogged transactions outstanding as of 12/31/2021.

Prepared 80% of the PBC’s required by the company’s CPA firm.

And I can proudly state that the company met its reporting deadlines.

KDAVID and ASSOCIATES CONSULTING: From 6/2021 to 12/2021 I had several consulting

engagements working as a CONTROLLER, FINANCIAL ANALYST, or TAX CONSULTANT.

INTUIT / TURBO TAX TAX SUPPORT SPECIALIST 12/2020 to 6/2021 REMOTE-HOME

This was a seasonal position that provided live phone Tax support to TurboTax Customers, who prepared

their own tax return, and tax return preparation services for the company’s Full-Service Division.

AMERICAN EXPRESS GLOBAL BUSINESS TRAVEL FINANCIAL ANALYST 1/2020 to 3/2020 SCOTTSDALE, ARIZONA: A subsidiary of American Express, with over 1.1 billion in annual revenues.

Using NET SUITES, performed financial analysis on fifty balance sheet accounts, reconciling to the GL, performed all research, and correcting all variances.

Used VLOOKUP and Pivot Tables extensively in my prior assignments, where I worked with files having over 100,000 lines of data, extracting, consolidating, and turning the data into useful information.

Performed both analysis and transactional work for Account payables, and deposits, analyzed Financial Stmns,

SW FOREST PRODUCTS INC CONTRACT POSITION - FINANCIAL ANALYST One Year PHOENIX, ARIZONA:

Analyzed financial statements, reported on financial and operational results, & variances.

Prepared daily and weekly sales, credit and operational reports for operations and finance.

KERR WEST PLATING, INC FINANCIAL ANALYST Seven Years PHOENIX, AZ:

Improved time to complete monthly close through financial statements from two weeks to three days.

Used NET SUITES to Prepared and processed customer invoices, monthly statements, and update credit and collection reports.

KHALSA MCBREATY ACCOUNTANCY LLP CONTRACT POSITION - TAX CONSULTANT Two Years PHOENIX, AZ:

Oversaw tax returns for fifteen clients, performed tax research on issues raised by IRS, restating financial statements, tax returns, and reconstructed client’s financial records, when required.

FMC VENTURES, LP MANAGING PARTER/CONTROLLER Four Years PHOENIX, AZ WORKED CONCURRENTLY AT HAHN, HOWARD, AND GREENE, PC INTERIM CONTROLLER PHOENIX, AZ:

Performed all daily accounting activities, and preparation of daily and weekly sales, credit and key performance reports for operations and finance, established and implement financial reporting systems, financial reporting and analysis for internal management, and external investors.

Used NET SUITES daily accounting duties AP, AR, inventory, month-end processing, financial statement reporting, and variance analysis, prepared and processed sales, use and property taxes reports.

Re-organized, brought all reports, monthly filings, filings, up to date, some were several months in arrears, implemented new policies relating to cash-flow, began search for full-time controller.

DOMINO’S PIZZA (Domino’s Franchisee) CORPORATE CONTROLLER Five Years SCOTTSDALE, AZ:

Recruited by Domino Master Franchisee for Arizona for a CFO position in his company, a $60 million, 85 store, retail fast-food chain, with five affiliated companies which supported company’s operations.

DOMINO’S PIZZA (Corporate Office) OPERATIONS CONTROLLER Seven Years PHOENIX, AZ:

Hired as Division Controller for AZ Distribution Center (DC), promoted to Regional Controller for western region (DC’s), located in in AZ, CA, CO, TX, LA, WA, NM, & HI, with combined annual sales of $300 million. Promoted to the Operations Controller for the same region on 12/1995.

Oversaw all accounting functions, developed financial systems and controls for driving continuous improvements in operating efficiency and overall financial performance. This facilitated the company’s growth from fifty stores with $35 million in sales to eighty-five stores with over $60 million in less than four years.

Worked with Franchisees store managers, and supervisors to develop and implement an operating budget for his 85 Domino’s Pizza stores. Met with managers and supervisor to review their performance and how it compared to budget, reviewed & analyzed trends, profitability, budget variances, and review monthly.

Developed internal and compliance audits for all the Domino’s Distribution Centers, first year cost savings were $342,000 from: billing errors, vendor over-accruals and duplicate billings. I would perform an internal and compliance Audits, on each visit to the Distribution Centers in my region.

EDUCATION / CREDENTIALS

PROFESSIONAL EXPERIENCE

Keller Graduate School of Management Master of Business Administration (Emphasis in Finance

Keller Graduate School of Management Master of Accounting & Financial Management

Western International University Bachelor of Science – Accounting

CERTIFIED MANAGEMENT ACCOUNTANT ■ CERTIFIED INTERNAL AUDITOR ■ CERTIFIED FRAUD EXAMINER

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