Senior Consultant, CFO Financial Services
FINANCE EXECUTIVE
A goal-driven and meticulous financial executive possessing the natural business acumen for financial leadership that enhances productivity and drives sustained organizational performance using performance management practices in the areas of analysis, budgeting and forecasting, financial statement preparation, internal controls, operations, reporting, administration and risk management. Strong communication and organization skills to deliver management support in day-to-day activities as well as long term goals. Strong expertise in innovative problem-solving skills, solving complex situations as a team-player in a fast-paced environment. Highly proficient in technology with ability to build and maintain relationships though personable interfacing. Instrumental in streamlining and improving processes, enhancing productivity, and implementing industry and non-industry solutions. Analytical goal-oriented personality and strong work ethic, with innate ability to communicate financial information to others who do not have a financial background. Conversant in Mandarin Chinese.
Areas of Expertise
Strategic & Tactical Planning ● US GAAP ● Negotiations & Acquisitions
Cash Management ● Human Resources ● Tax & Regulatory Compliance ● Market Trends
Information Systems & Technology ● Outsourcing & Off-Shoring ● Corporate Controllership Organizational Roadmaps ● Budgeting & Forecasting ● Cultural Sensitivity Competitive Analysis
Risk-Management ● Financial Analysis
International Financing Reporting Standards ● Foreign Currency
Professional Experience
CADENCE INNOVATIONS GROUP, INC., South Jordan, Utah
Chief Financial Office (2018 – Present)
PSD INTERNATIONAL, LLC, Lindon, UT
Vice President of Finance/Chief Financial Officer (2016-2017)
- Executive financial management for all aspects of daily accounting, budgeting, forecasting, planning and analysis, taxes, cash management and human resources.
- Financial and accounting department setup and development. Beginning with software implementation, chart of accounts development, policies and procedures and employee development.
- Management of debt service, private, and lending institutions.
- Manage month-end, quarter-end and annual financial close and reporting process.
- Introduction, establish, train finance employees for new segregation of duties, related to internal controls and risk mitigation.
- Analyze finance and operational data, in comparison with forecast, budget to identify areas of improvement, concern and successes.
UNIVERSAL BUSINESS INSURANCE, INC., Salt Lake City, UT
Chief Financial Officer (2008 – 2016)
- Essential member of executive management tasked with recessionary turnaround planning and processes. Working with the CEO to develop and implement strategic plans for reestablishing profitability as well as financial and operational stability.
- Developed process for job-costing and profit-tracking by job function, department, and location, transforming loss through cost reduction of $1M+ and increasing revenue by $1M+ within 16 months for head office location.
- Created employee development and training program for organic growth and retention of talent.
- Key conversion of paper and labor-intensive processes to 50% paperless, electronic processes.
- Introduced strategic changes with increased focus and accountability at multiple locations, improving internal audit results.
- Improved cash positioning by 33% with an annual savings through negotiations with banks, note holders and equity investors.
- Critical negotiations of employee benefit coverage with reduction of annual commitments by $150K, while improving coverage.
- Identified and focused on key drivers by refining strategic planning and forecasting models, resulting in 15% improvement of cash and increasing ROI by 17%.
- Lead internal risk-management team through discovery, analysis, and implementation phases, reducing cost through developing owner transfer and continuity plan.
- Lead acquisition and negotiations that closed 4 deals in 5 years, increasing revenue by 25%.
TELEPERFORMANCE USA, INC., Salt Lake City, UT
Controller (2005 – 2007); Corporate Controller (2007 – 2008)
- Improved, simplified project and location costing and profit tracking metrics for domestic and international-based accounting and finance personnel in 6 countries.
- Working with the CEO and CFO on all mergers and acquisitions. Increased focus and accountability through negotiation, analysis, proposal, and integration planning, increasing company revenue from $250M to $750M in 24 months.
- Identified and implemented techniques that reduced closing processes and improved forecasting and budgeting models for all domestic and international locations, contributing to 15% reduction in reporting time.
- Deployed strategic reporting plans with subsidiaries, reducing overall costs by $250K annually.
- Developed renewable debit cards program for 3K+ non-direct deposit payroll employees through collaboration with banking institutions.
- Created dashboard for the CFO, and CEO for daily change in foreign currency rates, which translated into cash management decisions, generating positive returns of holding or moving cash.
AFFILIATED COMPUTER SERVICE, Sandy, UT
Divisional Controller (2003 – 2004); Regional Controller (2004 – 2005)
- Successful implementation and result of SAS 70 Type 2 audit.
- Successful implementation of Sarbanes and Oxley requirements.
- Transformed cost center into a revenue contribution center, and launched new sites in Ghana, Mexico, and Kentucky.
- Improved contract modeling and forecasting tools to win contacts with Tyson Foods, Honeywell International, universal-NBC, Office Depot, and General Electric.
- Drove all contract and pricing negotiations by integrating foreign and domestic operational financial statements to the base US dollar statements for reporting to investors and markets.
- Reduction of Month-End, Quarter-End and Year-End reporting from 6 days to 4 days through the development of standardized reporting forms and processes.
MORRIS, DREDGE, AND COMPANY CPAs, Salt Lake City, UT
Department Manager (1997 – 2003)
- Reshaped client relations through implementing new review process of client financial statements.
- Redesigned process to reduce the time required to prepare, review, etc client financial statements through the use of staff training, strategic planning and use of technology.
- Key consultant for operational processes and profit improvements through software packages.
- Consulted with multiple clients to create strategies to improve cash flow, reduction of taxes, improve banking and finance relationships, and strength financial positions.
Education
Master of Business Administration, Financial Management, University of Utah
Bachelor of Science, Accounting, University of Utah
Certified Public Accountant, State of Utah
