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

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

PHONE: 602-***-**** ■ EMAIL: adwsi3@r.postjobfree.com

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 ■ MAS 90, 200 & 500 ■ QuickBooks Online & Desktop ■ Microsoft Dynamics ■ SAP ■ Blackline

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

PROFESSIONAL EXPERIENCE

The Intersect Group CONTRACT POSITION – FINANCIAL ANALYST 6/2022 to 9/2022 HEALTHCARE TRUST OF AMERICA INC (NYSE: HR) A real estate investment trust, which hold 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 the company’s CPA firm.

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

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,

Reported on financial and operational performance. Company closed operations on 3/2020, due to Covid-19.

KDAVID and ASSOCIATES CONSULTING: The following is a list of my consulting engagements from 2002 to 2017, working as a CONTROLLER, FINANCIAL ANALYST, or TAX CONSULTANT.

SW FOREST PRODUCTS INC CONTRACT POSITION - FINANCIAL ANALYST 2018 to 2019_ 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 2011 to 2018 PHOENIX, AZ:

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

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

KHALSA MCBREATY ACCOUNTANCY LLP CONTRACT POSITION - TAX CONSULTANT 2010 to 2011 PHOENIX, AZ:

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

UPPER CRUST BAKERY CONTRACT POSITION - FINANCIAL CONSULTANT 2009 to 2009 PHOENIX, AZ:

Used NET SUITES to Performed internal audit on company’s one-thousand item Bill of Materials, identified and corrected problem areas, developed Excel purchasing models, that automated purchasing activities, and streamlined the department, Resulting in annual savings of $185,000 from reduced spoilage, and staff reductions.

GIGACRETE, INC MANUFACTURE CONTRACT POSITION - INTERIM CONTROLLER 2008 to 2008 SCOTTSDALE, AZ:

Prepared and process sales, use and property taxes for company’s locations.

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.

HAHN, HOWARD, AND GREENE, PC CONTRACT POSITION -INTERIM CONTROLLER 2002 to 2004 PHOENIX, AZ:

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.

FMC VENTURES, LP FINANCIAL ANALYST 2002 to 2007 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.

DOMINO’S PIZZA (Domino’s Franchisee) CORPORATE CONTROLLER 1997 to 2002 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 1989 to 1996: 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 the Operations Controller for the same region in 12/1995.

Oversaw all accounting functions including month-end closing, financial reporting, financial analysis, compliance reporting, and Sales & Use tax, property taxes returns. 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

Worked with the eight GMs in my region to develop and implement an operating budget for each respective Domino’s Distribution centers. Every month every GM received a recap of their performance compared to budget, reviewed & analyzed trends, profitability, budget variances, and review monthly

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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