PROFESSIONAL SUMMARY

Certified public accountant with over 8 years of audit, tax, and other financial analyst experience as well as over 9 years of management and supervisory experience.

WORK EXPERIENCE

Chief Financial Officer – January 2021 - Current

United IT Consultants – Salt Lake City, Utah

• Developed full accounting, payroll, HR, and marketing department processes

• Created company policies, company handbook, and employee onboarding process in compliance with state, local, and federal laws

• Established international office, banking, and payroll process in Morocco to manage foreign employees and operations

• Helped expand month-over-month revenue by over 100%

• Performed all finance, accounting, HR, and payroll functions in both domestic and international offices

• Reduced company waste and discovered cost savings throughout operational activities Senior FP&A Analyst - May 2022 - Current

Ingenovis Health – Denver, CO

• Streamlined and consolidated budget/forecast process for 6 subsidiaries and over 40 individual departments

• Developed commission plan model for 1,200+ sales team across three subsidiaries

• Provided CFO and VP Level management with ad hoc analysis and data analytic requests

• Advised departmental heads on cost reduction strategies and profit maximization

• Analyzed subsidiary and parent company financial statements for areas of improvement

• Supported audit process with requested information through SQL and other data needs

• Established checks and balances to catch inconsistencies in accounting and financial data

FP&A Manager & Head of Procurement - January 2019 – April 2022

AutoSavvy – Woods Cross, UT

• Worked directly with CFO to help save company over $500K annually

• Created and delivered daily, weekly, and quarterly analysis reports to board of directors, corporate executives, and mid-level management to support decision making and operational activities

• Performed risk assessments over all operational processes and implement internal controls to decrease weaknesses in financial reporting and operational activities

• Managed external financial statement and 401K audit activities

• Built and maintained annual budget and rolling forecasts along with creating presentation materials

• Analyzed financial statement accounts and department operations to maximize efficiencies and reduce errors

• Assisted Corporate Controller with closing processes through GL account reviews, impairment calculations, and financial statement and budget reviews

• Performed daily ad hoc projects requests by board members, CEO, CFO, COO, and other managers within the company as needed

Senior Audit Associate / Audit Associate - January 2016 to January 2019

Tanner LLC – Salt Lake City, UT

• Led financial statement audits, benefit plan audits, reviews, compilations, and due diligence engagements from the planning phase to issuance of the financial statement reports for entities ranging from small non-profit entities to companies with over $1B in annual revenues.

• Managed and trained teams from two to four members ensuring engagements were performed timely and professionally.

• Performed testing procedures over all financial statement accounts to determine whether they were in accordance with GAAP.

• Reviewed client internal controls for proper segregation of duties to prevent or detect fraud or material misstatements.

EDUCATION

Master's Degree: Accountancy, 2015

Graduated top of class with 4.0 GPA

Bachelor's Degree: Business Management, 2010

Graduated Suma Cum Laude with a 3.9 GPA

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