Senior Consultant – Energy, SaaS, technology, manufacturing, and service sector corporations
FINANCIAL AND BUSINESS MANAGEMENT EXECUTIVE
A dynamic executive with over 25 years of experience in operations, finance, supply chain, banking relationships, strategic planning, sales/marketing and human capital development in a wide variety of industries. Collaboration on company policy development, internal controls, and treasury management. In-depth oversight and management of P&L in start-up, growth and mature organizations. Track record of establishing a solid, working relationships and a financial link with development, engineering, sales, marketing operations departments driving improvements in growth revenues, cost containment, market share, and operational efficiencies resulting in enhanced returns on invested capital.
eFilecabinet, Inc. Lehi, Utah 1/18 – PRESENT
CHIEF FINANCIAL OFFICER
- Management of daily order processing and financial operational team in high paced environment of SaaS.
- Development of financial model and reporting package for stakeholders and internal management of business.
- Led preparation of data packages for investors resulting in $13.0MM in Series C funding.
- Worked directly with local and regional financial institutions on SBA PPP loan application securing $680K in funds.
- Managed insurance, tax preparation, retirement plan, external audit and benefit management relationships.
- Worked closely with Executive Team and individual departments to get organization to a cashflow positive position.
- Partnered in strategies around customer acquisition costs, new account growth, retention and churn rates.
Bart’s Electric Inc. Kansas City, Missouri 11/09 – 01/18
CHIEF FINANCIAL OFFICER & DIRECTOR OF UTAH OPERATIONS
- Negotiated with banking relationship new operating line of credit of $4.5MM and an additional capital acquisition line.
- Led initiative to secure additional revolving $3MM credit facility to support focused growth in government contracting.
- Developed and implemented spending and cost control measures netting first year savings of over $1.0MM
- Management of insurance, surety, tax, 401k plan and external audit relationships and engagements.
- Direct responsibility of corporate aircraft operations including flight reporting requirement for IRS book and tax calculations.
- Financial management of multiple other business ventures in farming, real estate, development and retail operations.
Dresser, Inc. – Pressure Regulation Group Salt Lake City, Utah 3/04 – 11/09
GENERAL MANAGER (PREVIOUSLY DIVISION CONTROLLER)
- Formulated human capital plan in conjunction with growth initiatives for global expansion and product line diversification.
- Implemented modernization of ERP business system and developed procedural guidelines for increased data integrity and solid financial reporting.
- Designed weekly and monthly pulse dashboard reports and streamlined month end close process improving business visibility and reducing close cycle time.
- Developed and executed five-year strategic plan driving a sales CAGR of 12%
- Oversight of export compliance and ITAR controlled product-reporting programs for products sold into the international aerospace and maritime industries.
cache business services West Jordan, Utah 5/03 – 3/04
BUSINESS CONSULTANT
- Conducted market research and analysis surrounding client new product development and voice of customer activities.
- Reviewed company organization and developed recommendations to improve operational activities and reduce tax exposure.
- Authored business plan for client company; financial modeling, scenario analysis, market surveys, and SWOT analysis.
- Interfaced with governmental agencies in settling claims against client companies with reduced financial obligations.
Gary Price Studios, Inc. Springville, Utah 12/00 – 5/03
GENERAL MANAGER (PREVIOUSLY CONTROLLER)
- Developed in conjunction with tax and legal counsel, a restructure of company organization providing tax advantages and protecting intellectual properties of the organization.
- Implemented production-tracking system improving on-time delivery by 20% reducing working capital investment by 36%.
- Expanded market penetration through aggressive business development activities focusing on galleries in strategic locations and an organized advertising campaign resulting in an 18.3% growth in sales over two years.
- Negotiated new credit instrument with bank to allow for implementation of strategic marketing and operations plan.
EDUCATION
University of Utah – David Eccles School of Business Salt Lake City, Utah
Master of Business Administration Degree
Brigham Young University – Marriott School of Management Provo, Utah
Bachelor of Science Degree – Finance
