Layton, UT 84041
Looking to be a long-term asset and positive leader in helping the company grow in efficiencies and profitability.
April 2002 to present 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 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 use. Including the first use of online time punch system.
4 years experience with ADP Payroll.
Managed yearly Form Misc-1099 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 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.
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
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
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.
1992 to 1998 Weber State, Ogden UT
BA in Accountancy
Advance knowledge in SAGE 100 accounting systems – 23 years,
Crystal Reports – 18 years
, High proficiency in Microsoft Excel, and Microsoft Business Intelligence.
Payroll Systems familiar with: Paylocity, Qqest, ADP, Ceridian both US and Canadian employees.