Accomplished Certified Public Accountant with over 10 years’ experience in Network Marketing, Agricultural Produce, Manufacturing, Pharmaceutical, Technology, Insurance, Utilities and Banking.
Masters of Accountancy Weber State University, Ogden, Utah
Bachelor of Arts Degree Accounting – Weber State University, Ogden, Utah
Languages Spoken Portuguese and English
Experience
Max International, Salt Lake City, UT Apr 2015 to Present
Chief Financial Officer Apr 2016 to Present
Controller Apr 2015 to Apr 2016
Max International is an International Network Marketing Company with $50M+ in annual
revenue and 14 international markets in Africa, Asia, North America and South America.
As CFO, my reporting relationship of Financial Information to Shareholders is through the working relationship with banks and vendors to establish and maintain lines of credit.
Manage global cash flows and repatriation from international markets.
Forecast and track KPI’s weekly and monthly to ensure targets are being met.
Review Financial performance monthly with the Executive team and owners.
Performance of Capital Call Calculations and Requests;
Establishing and approving budgets for each market and corporate as a whole;
Staff spending review and approvals
Develop budgets, monitor and maintain monthly budget variances.
Risk Mitigation in North America and Corporate Offices.
Work Closely with CEO and VP of Operations to forecast inventory and cash needs
Set global pricing for products and promotions.
In my role as Controller for Max International for their Corporate and North America office my reporting and managing relationship of financial statements is established for the USA, Canada and the Consolidated LLC
Manage a Global Accounting Team.
Consolidate Financial Statements
Manage External Audits for the company
Senior Accountant, Eagle Eye Produce, Idaho Falls, ID Aug 2014 – Feb 2015
Eagle Eye Produce ships over one billion pounds of fresh produce annually in North and South America.
As Senior Accountant I performed returns, calculations, payment processing, budget divisions, new division establishment, financial statements, advances, month and year-end closing for
Growers through integrating a Cost Accounting Module of Famous Software in the Company Reporting system for Farm Operations.
Supervising Agent, American Income Life, Idaho Falls, ID Sep 2013 – Jul 2014
Provided, built and maintained exclusive benefits to Labor Unions in Utah, Idaho, Montana and Wyoming areas.
Sr. Internal Auditor, Melaleuca, Idaho Falls, ID Aug 2012 – Aug 2013
Melaleuca manufactures and ships various nutritional, pharmaceutical and eco-friendly products.
As Senior Internal Auditor I analyzed complex data, made recommendations, planned and executed operational audits for efficiency, effectiveness and cost savings. Conducted pre and post audit meetings for the various profit centers and created a SharePoint site to automate the approval processes.
Sr. Financial Analyst, Kellogg Company, Clearfield, UT Sep 2010 – Aug 2012
As Senior Financial Analyst, I assisted on the Internal Audit of the “Montgomery DC Audit”. Other Assignments consisted of Training the new Plant Controller, Cleaning Processes and GL Accounts at the Atlanta Eggo Plant;
Make internal changes to achieve a ‘satisfactory’ grade from internal audits; and Coordinated the Sarbanes Oxley compliance testing and updates.
Software Knowledge
SAP, TeamMate, Dynamics GP, QuickBooks, Quicken, Peachtree, Treasury Workstation, Essbase. Microsoft Excel, Macros, Pivot Tables, Word, PowerPoint, Outlook.
Volunteer Services
WSU Young Alumni Association - Finance Chairperson 2008 –2009
Big Brothers Big Sisters School Program – Board of Director 2007 - 2009
Beta Alpha Psi, Theta Thau Chapter - Reporting Secretary. 2005-2006
Utah Association for Certified Public Accountants - Member 2005 – 2009
Sao Paulo, Brazil - Two years volunteer service 2000-2002