Experience

• 

  Avolta

  • Orem, Utah, United States

  • Finance Manager

    • Oct 2019 - Sep 2021
    • Orem, Utah, United States

• 

  Numetric

  • Draper, UT

  • Financial Controller

    • Apr 2017 - Oct 2019
    • Draper, UT

    • Managed due diligence and legal compliance for $13 million funding raise.• Instrumental in obtaining $2.5 million loan and responsible for loan due diligence and compliance.• Applied for and Received $160 thousand 2017 R&D Tax Credit and $200 thousand in 2018.• Analysed, selected, implemented and administered new Benefit Package (HSA, HRA, Life Insurance, Vision, Dental, Assurity).• Handled legal and licensing compliance required for move to new building. • Created and Implemented a plan to transition Numetric to GAAP 606.• Created the financial decks for Board of Directors meetings, funding raising and loan application.• Human Resources Administrator (transitioned company to new payroll system, processed new hire and termination paperwork, addressed general HR questions, etc.).• Accounting (budgeting, month/quarter/annual closing of the books using GAAP accounting standards, accounts receivable, accounts payable, credit card administration, licensing, compliance, insurance policies, payroll, administered profit sharing plan/cap table, interface for annual investor audit, account reconciliation, banking, etc.).

• 

  Ben Lomond Suites LLC

  • United States
  • Hospitality
  • 1 - 100 Employee

  • Controller, Director of Marketing and Owner's Representative

    • Mar 2011 - Jun 2016

    • Discovered oversights in hotel’s cell towers’ lease agreements resulting in a $145,000 reimbursement and additional monthly reimbursements of $3,000. • Spearheaded hotel’s climb from an annual operating loss of $850,000 to profitable.• Increased average hotel occupancy from 5% to 65% and average daily rate (ADR) from $50 to $80.• Established and maintained systems of internal controls to safeguard hotel’s assets. Handled all accounting (using QuickBooks), banking, accounts payable, account reconciliations, P&L and Balance Sheet creation, payroll processing, 1099 compliance, hiring and firing of employees, human resource issues, building leases, insurance policies, property and sales tax calculations, contracting, liquor licensing, and all other aspects of property management related to Ben Lomond Suites.• Conducted detailed audits from IRS, Utah Sales Tax, Utah Transient Room Tax, Utah Department of Alcoholic Beverage Control, Insurance Companies, etc.• Developed and maintained hotel’s web presence (designed website with a website designer, managed website’s content utilizing web platforms Joomla and Buuteeq, established and maintained hotel’s social networking sites (Facebook, Youtube, Twitter, Flickr, Linkedin, Pinterest) and extranet accounts with travel sites (Expedia, Orbitz, etc.)).• Nominated as a Member of the Board and Secretary for Ben Lomond Suites Owners Association. Acted as bookkeeper, conducted annual meetings, communicated with independent owners, created annual budget, collected monthly assessments, and handled all banking for the Association.• Co-managed with owner, Bill Gavan, start up operations at hotel (including hiring new managers and staff; setting policies; establishing bank accounts, payroll processing, credit card processing, global distribution, etc.)• Coordinated hotel sale, gathered and organized due diligence package, and conducted buyer site visits.

  • Director of Marketing

    • May 2009 - May 2016

    Anna Gavan is responsible for Ben Lomond Suites' online presence. She is the www.benlomondsuites.com's Website Content Manager. As Website Content Manager, Anna is proficient in the use of Joomla and Buuteeq/BookingSuite web platforms. Anna also developed and maintains Ben Lomond Suites' online social media. Anna created Ben Lomond Suites' Facebook, Twitter, YouTube, Pinterest, Flickr, and Blogger accounts. Anna is the hotel's 3rd Party Website Content Manager. Before the hotel joined ChoiceHotels in 2011, Anna managed the hotel's extranet accounts for Expedia, Orbit, etc.Anna is the hotel's Public Relations Manager. In this role Anna responds to guest reviews, notifies the press of special occurrences at the hotel, and helps organize community events.Anna is the hotel's Revenue Manager. She develops and implements pricing and positioning strategies for the hotel using ChoiceHotel's Rate Center.Anna is in charge of collateral development at the hotel. She creates and approves promotional materials, such as brochures, videos, etc.When Ben Lomond Suites LLC took over the hotel in 2009, Anna was responsible for selecting and implementing a new PMS, property management system, in the hotel. Anna selected and became proficient in InnCenter, the new PMS. Anna chose InnCenter because it allowed remote access to the system, it was easy to use and it was very flexible. During her time using InnCenter, Anna recommended many changes to the system that were implemented by InnCenter. While the hotel used InnCenter, Anna was the in house specialist who employees would consult when they had questions about the system.In 2011, Anna was instrumental in the decision to join the Ascend Brand, part of ChoiceHotels. Anna recommended the Ascend Brand because it is flexible, cost effective and ChoiceHotels is known internationally. Anna was integral in the implementation of the Ascend Brand at the hotel, quickly becoming the in house expert on the new PMS, ChoiceAdvantage.

• 

  Brigham Young University

  • MBA Student

    • Aug 2007 - Apr 2009

• 

  Zane Benefits

  • Market Research Analyst

    • Jun 2008 - Aug 2008

    Conducted market research on health benefits (HRAs, FSAs, HSAs) in support of fund raising efforts.Researched methods of generating new customer leads and helped improve the company website.

• 

  San Ramon Unified School District

  • Mathematics Instructor

    • Aug 2004 - Jun 2007

    Algebra and Geometry teacher at Monte Vista High School.Managed and instructed over 400 students with diverse backgrounds.Selected by principal as peer leader to represent school at education conference in Hawaii.Saved teachers more than 120 hours of preparation time by collaborating on creation of a district Algebra final that successfully tested student progress.

• 

  Big Sky Luxury Yarns

  • Sales Associate

    • May 2003 - May 2005

    Gained insights into operations of a small retail business by working with the owner.Advised customers, created samples, and helped manage inventory.

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  Crowden Music Center

  • Program Representative

    • Nov 2002 - Jun 2003

    Assisted students, parents, faculty, and staff with the efficient use of center resources.Worked on fund raising, student recruiting, and registering students for classes.

• 

  Berhan Language Institute

  • Elementary English Teacher

    • Jan 2002 - Jun 2002

    Taught children ages 3-12 in Taiwan, using a language immersion program.