Experience

• 

  Bowen Law Professional Group

  • President Wasatch Tax And Accounting Services Group Inc

• 

  Wasatch Tax and Accounting Services Group, Inc.

  • President Wasatch Tax and Accounting Services Group Inc

    • Nov 2019 - Present

• 

  Wasatch Tax and Accounting/Bowen Law Professional Group

  • Manager

    • Nov 2019 - Present

• 

  Management Centre Europe

  • Brussels Area, Belgium

  • Speaker

    • 1990 - Present
    • Brussels Area, Belgium

    Faculty Member and Public Speaker/Trainer for MCE. Present public and in-house customized training programs to managers and executives on various topics including:Advanced Strategies for ControllersDynamic Planning and ForecastingFinance for Non-Financial ExecutivesFinancial AnalysisFinancial ModelingFundamentals of Finance and Accounting for Non-Financial ManagersMergers & AcquisitionsThe Controllers Job in Today’s EnvironmentThe Management Course for Controllers

• 

  Bowen Law Professional Group

  • Greater Salt Lake City Area

  • Tax Manager and Controller

    • Nov 2019 - Present
    • Greater Salt Lake City Area

• 

  AK-47 Holdings Inc/AMC Links LLC

  • Lehi, UT

  • Chief Financial Officer

    • Jun 2009 - Aug 2019
    • Lehi, UT

    • Worked closely with investors and executives to develop, implement, and direct all HR, accounting, planning, financial analysis and reporting activities.• Member of executive team developing strategic plans, forecasts and budgets.• Performed financial planning and analysis activities and reported findings and provided recommendations.• Directed monthly and year-end closes and related reconciliations in accordance with GAAP.• Originated and/or reviewed all monthly and year end journal entries in accordance with GAAP.• Worked closely with our external auditors on year-end audits.• Designed and implemented processes to manage, compensate, and provide tax reporting for over 2,000 contractors.• Directed the processing of business registrations and annual filings of business and sales taxes for 40 states.• Worked closely with our CPA firm on annual tax filings.• Successfully persuaded the IRS to waive over $50,000 in tax fines and designed and implemented processes to avoid future fines.• Directed the implementation of the Infinisource iSolved Human Resource Capital Management System.• Directed daily, weekly, monthly, and annual cash forecasting and cash management activities including reconciliations of bank and merchant accounts.• Developed and directed purchasing, payables, and receivables processes.

• 

  DSS Group, Inc.

  • Salt Lake City

  • President, Consultant, Lecturer

    • Oct 1989 - 2019
    • Salt Lake City

    Develop and deliver training programs in the areas of leadership, finance and accounting, forecasting, budgeting, and information technology. Conduct training on behalf of various business organizations and associations worldwide. Train operations managers and executives, providing them with skills to save thousands of dollars through improved operational processes, management analysis, and decision making.Train operational managers and executives to understand how their operational decisions impact financial reporting in their companies.Train financial managers and executives on improving management of financial activities and how to be more effective in their positions to create value and contribute to organization success.Developed and delivered training programs for various international business associations and enterprises.Provide financial and accounting consulting services to various business entities.

• 

  American Management Association

  • United States, Canada, Japan

  • Speaker

    • 1984 - 2013
    • United States, Canada, Japan

    Faculty Member and Public Speaker/Trainer for AMA. Presented public and in-house customized training programs to managers and executives on various topics including:Activity Based BudgetingAdvanced Strategies for ControllersCreative LeasingDynamic Planning and ForecastingFinance for Non-Financial ExecutivesFinancial AnalysisFinancial ModelingFinancial Modeling and Forecasting WorkshopFixed Asset AccountingFundamentals of Cost AccountingFundamentals of Finance and Accounting for Non-Financial ExecutivesFundamentals of Finance and Accounting for Non-Financial ManagersFundamentals of PurchasingHow to Read and Understand Financial StatementsHow to Utilize Electronic Data InterchangeIntegrating Purchasing, Receiving and Payables SystemsManagement Skills for AccountantsManaging Technical ProfessionalsMergers & AcquisitionsOperational Auditing for Financial InstitutionsOpportunities in Desktop Publishing for Data Entry PersonnelPurchasing CardsTeam BuildingThe CFO’s WorkshopThe Controllers Job in Today’s EnvironmentThe Five Day MBAThe Management Course for ControllersThe Sarbanes Oxley Workshop

• 

  Holonomic Resources/Emerald Shire/eValues

  • Greater Salt Lake City Area

  • Chief Financial Officer

    • 2001 - 2005
    • Greater Salt Lake City Area

    Chief Financial Officer for Three Related Business Entities Involved in Scientific Research, Web Business Development, and Business to Business Services • Worked closely with investors and executives to obtain funding and launch new companies.• Participated in strategic planning with executive management.• Developed, implemented, and directed accounting, planning, financial analysis and reporting activities.

• 

  Salt Lake Olympic Committee

  • Greater Salt Lake City Area

  • Sector Coordinator

    • Jan 2002 - Feb 2002
    • Greater Salt Lake City Area

    Directed 25-person Security Team tasked with providing secure access to Olympic Family Hotel during the 2002 Winter Olympics. Residents included IOC members, visiting dignitaries ie. President of Finland, King of Sweden and others, and members of Olympic Committees from other Olympic host nations including Italy and China. Also oversaw security for Olympic vehicle parking lot and IOC drug testing facility.

• 

  B. Wright & Associates

  • Greater Salt Lake City Area

  • Senior Associate, Consultant, Speaker

    • 1983 - 1990
    • Greater Salt Lake City Area

    Directed the development and delivery of training programs in the areas of leadership, finance and accounting, forecasting, budgeting, information technology, and electronic commerce. Lectured for twenty-six universities and on behalf of various business organizations and associations worldwide. Performed general business and management consulting.

• 

  Total Systems Inc.

  • Greater Salt Lake City Area

  • Manager/Vice President, Director

    • 1983 - 1990
    • Greater Salt Lake City Area

    Managed systems projects involving custom development of Oracle based information systems. Performed management information systems, electronic commerce, purchasing and accounts payable consulting.

• 

  Standard Oil Co/Kennecott Corporation

  • Greater Salt Lake City Area

  • Senior Internal Auditor

    • Mar 1982 - Jun 1983
    • Greater Salt Lake City Area

    Directed and performed internal control and operational reviews of various mining operations. Performed joint venture and special projects audits.

• 

  Continental Bank & Trust / Affiliated Bankshares of Colorado

  • Greater Salt Lake City Area / Boulder, Colorado

  • Vice President / Internal Audit Supervisor

    • 1979 - 1982
    • Greater Salt Lake City Area / Boulder, Colorado

    Served as Assistant Vice President and Compliance Officer and Manager of Commercial Credit at medium sized bank.Managed the Boulder, Colorado audit office of a large bank holding company. Directed audits of seventeen unit banks including credit analysis and management performance reviews.Lectured for the American Bankers Association and Bank Administration Institute.

• 

  Northwest Energy - Natural Gas Exploration and Transmission

  • Greater Salt Lake City Area

  • Controllers Group

    • 1978 - 1979
    • Greater Salt Lake City Area

    Managed cash for Fortune 500 parent and 22 operating subsidiaries.Executed multi-million dollar funds transfers, foreign exchange transactions and funds disbursement.

• 

  U.S. Department of the Treasury, Comptroller of the Currency

  • Minnesota, Wisconsin, Colorado, Wyoming, Utah, Arizona

  • Examiner

    • 1975 - 1978
    • Minnesota, Wisconsin, Colorado, Wyoming, Utah, Arizona

    Examined forty federally chartered financial institutions in six states.Evaluated loan quality, analyzed internal controls and bank security.Verified funds and audited all accounts, summarized findings and discussed with bank management.