Experience

PCF Insurance Services

• United States
• Insurance Agencies and Brokerages
• 200 - 300 Employee

• Regional Finance Senior Director

  • Jul 2023 - Present

  Lehi, Utah, United States



Global Payments Inc.

• United States
• Financial Services
• 700 & Above Employee

• Senior Director Finance

  • Nov 2019 - Jun 2023

  Remote Provide ongoing senior leadership to ensure the provision of timely and accurate financial information and analysis to effect management decisions in a fast-paced, highly complex business environment. Partner with executive leadership to drive strategic or financial decisions. Lead all FP&A functions of the business including planning, budgeting, forecasting, modeling, financial reporting, and analysis of monthly results. Manage staff of 5 Finance professionals.



Cotiviti

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• Senior Director Finance

  • Jan 2019 - Jun 2019

  Greater Salt Lake City Area Provided senior leadership for integration activities and business analysis, to identify and realize synergy savings.



Health Data & Management Solutions, Inc. (HDMS)

• United States
• Data Infrastructure and Analytics
• 1 - 100 Employee

• Finance Chief of Staff

  • Nov 2015 - Jan 2019

  Greater Salt Lake City Area Overall responsibility for the Financial Operations, Reporting and Planning of the business segment. Provide strategic direction of global business unit. Additionally, provide strategic thought leadership and operational oversight on the financial and administrative functions of the company in support of several new initiatives. Accountable for improving the business operations that are foundational to HDMS’s success. Manage a team of 5 professionals and support staff.



Gamescape LLC

• United States
• Advertising Services

• Chief Financial Officer

  • Jan 2014 - Nov 2015

  Ashton, MD Overall responsibility for the Financial Operations and Integrity of the business. As a startup business, raising capital and managing cash flow is top priority. Primary responsibility for identifying potential investors, building investor presentations and meeting with investors. In conjunction with company’s legal advisor, created all variety of company contracts. Fiduciary responsibility to owners of the LLC.



EDGAR Online, a division of OTC Markets Group

• IT Services and IT Consulting
• 1 - 100 Employee

• VP Finance/Controller

  • May 2011 - Jul 2013

  Rockville, MD Overall responsibility for the Accounting functions and Financial Reporting/Analysis/Planning of the company. Sole responsibility for SEC filings on quarterly and annual basis. Implemented SOX and other financial controls.



Guggenheim Investments

• VP Finance & Facilities Administration

  • Aug 2003 - May 2011

  Rockville, MD Established Finance as an integral role in supporting the strategic growth plans of the business. Created the Finance department by hiring positions in A/P, General Accounting, Financial Reporting & Analysis, and Facilities. Implemented financial control processes and developed financial reporting/analysis which have created financial transparency.



Thomson Reuters

• Canada
• Software Development
• 700 & Above Employee

• Business Group CFO

  • Sep 1995 - Aug 2003

  Rockville, MD Overall financial responsibility for $45 million strategic customer unit, targeted at retail financial advisors and wealth managers in the broader financial services market, including Latin America and UK. Managed total staff of 25 people with 6 direct reports. Reported to President of group and together responsible for all partnership and investment decisions in order to achieve annual growth targets. Accountable for financial performance, integrity and financial reporting of group results.… Show more Overall financial responsibility for $45 million strategic customer unit, targeted at retail financial advisors and wealth managers in the broader financial services market, including Latin America and UK. Managed total staff of 25 people with 6 direct reports. Reported to President of group and together responsible for all partnership and investment decisions in order to achieve annual growth targets. Accountable for financial performance, integrity and financial reporting of group results. Reported monthly results to Thomson Board of Directors.

• VP Finance & Administration

  • Sep 1995 - Aug 2003

  Rockville, MD

• Director of Finance

  • Sep 1995 - Aug 2003

  Rockville, MD

• Senior Financial Analyst

  • Sep 1995 - Aug 2003

  Rockville, MD