Finance Executive Director

GABE C. UTLEY, CPA MBA

*********@*****.*** 801-***-****

Professional Summary

Finance Executive with 25+ years of expertise in finance and accounting with 20+ years in Health Care. Finance Director, Controller, VP of Finance, and CFO experience in service organizations with 75M+ in revenue for both privately and publicly held companies. Soley focused on the financial strength of your company through building a results-driven team with a clear vision, actionable operational and financial reporting, and understanding the business to collaborate with department heads to further company mission while managing the bottom line. Engaging leader with strong business acumen, an analytical mindset, and an eye for identifying and correcting underachieving trends using KPI’s and OKR’s.

Work History

Senior Controller, OCD Anxiety Centers, Apr 2024 – Jun 2024

Key Corporate Internal Finance Executive overseeing five Intensive Outpatient Patient (IOP) treatment centers across three states. Brought in to replace Consulting CFO and build out a team in preparation for hyper growth. Significant progress on key initiatives including 1st Year Audit Prep, COA Revamp, ERP Implementation, Establishing Internal Controls and Policy and procedures.

Finance Director, Medical, Management Training Corporation, July 2021 – March 2024

Corporate finance executive with responsibilities over 15 sites across six states with a 75M budget. Improved contractual compliance, staff planning balancing profitability and service delivery, streamlined close systems and processes, restructured team for efficiency, developed dashboards for each element of the balance scorecard combining non-financial with financial data to tell actionable stories for operations, and developed and delivered trainings for leadership at the sites.

VP of Finance, Zelevie Health, April 2013 – July 2021

Growth from 1M to 45M Annualized revenue. Built an accounting and finance team to service facility employee growth from 50 to 650. Standardized tracking and financial reporting for 12 senior living development projects totaling 200M. Built actionable reporting tools for COO, CEO including KPI dashboards for EE turn, Revenue Drivers, Days Sales Outstanding, etc. Consistently saved 15% on tax preparation fees through clean reporting and anticipating tax issues. Coordinated liability policies including decoupling general liability from professional liability saving 15K per building. Part of Acquisitions Committee, Supported Information Technology and Human Resource Management. Largely functioning as the CFO.

CPA Practitioner, Gabe C. Utley Accounting & Tax, Centerville, Utah, April 2012 – April 2013.

Consulted with clients on entity structure, accounting software setup, and accounting processes and controls. Prepared financial statements and tax returns for LLC’s and S-Corps and functioned as a Contracted Controller.

Asst. Controller, Controller, VP of Finance, McCann WorldGroup, Salt Lake City, Utah, May 2007 – April 2012.

Advertising agency in Utah 225 employees, 45M in Revenue. Served as Interim Agency CFO 1/2011 to 10/2011. Developed innovative rate structure to ensure agency profitability. Created dashboards for portfolio managers to monitor profitability drivers. Implemented SOX 404 documentation and testing earning network’s tier 1 rating. Developed team to examine work product, create solutions, and measure improvements. Reduced month-end close from five days to three days by reducing redundancies, shifting work timing, and improving data mining techniques. Automated monthly operational reporting using excel tools reducing time to complete from 2 days to day.

External Auditor, PwC, Salt Lake City, Utah, February 2006 – May 2007.

Assurance and control testing. Serviced clients including CIT bank, American Express, Park City Mountain Resort, LDS Business College, and JD Clark & Company. Lead Auditor for control testing for Park City Mountain Resort. Performed SOX 404 control testing for 80% of American Express Travelers Cheques financial processes.

Internal Auditor, Deseret Management Corporation, Salt Lake City, Utah, October 2004 – February 2006.

Assurance and consulting services. Promoted to Senior in just over a year. Supervised three auditors. Supported clients incl. Deseret Book, Bonneville Communications, Zions Securities, and the Deseret News. Acted as external audit support for Deloitte.

Accountant, Accounting Supervisor, Controller, Life-Line, North Salt Lake, Utah, Dec 1998 – Oct 2004.

Coordinated finance and accounting functions with organizational strategy. Managed annual budget of 2.5M including two separate treatment facilities. Developed A/R and A/P policies. Supervised 2 accountants Responsible for G/L compilation, A/R and A/P. Reduced Bad Debt from 7% to 3% through implementation of monitoring controls and action letters. Co-developed agency adopted employee incentive program including a balanced scorecard to drive better connectivity between employee incentives and business performance.

Education

Masters of Business Administration

Executive MBA Program

Top 1/3 Class Distinction Letter

Brigham Young University

Bachelor of Science, Accounting

University of Utah

Certified Public Accountant:

State of Utah Certificate 573****-****

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