Experience

Fluent Solar

• United States
• Renewable Energy Semiconductor Manufacturing
• 100 - 200 Employee

• Chief Financial Officer

  • Jan 2023 - Present



Mountain West Distributors, Inc

• United States
• Computers and Electronics Manufacturing
• 1 - 100 Employee

• Chief Financial Officer

  • Jun 2020 - Jan 2023

  • Overhauled antiquated accounting process and procedures. Adding automation and streamlining activities materially improve period ending close processing.• Engaged in M&A activities and due diligence expanding footprint of organization to new regions; worked with bankers for financing of stock buy out of prior ownership.• Introduced all FP&A, forecasting, KPIs, and reporting activities previously not performed by organization, providing insight and information necessary to new executive leadership team for growth of organization.• Owned all Human Resource, Legal, Insurance and Facility functions for organization, working with outside benefits consultants, outside lawyers, insurance agents, as well as existing or potentially new landlords for multiple facilities in several different states. Show less

• Vice President Finance

  • Feb 2020 - May 2020



HZO

• United States
• Appliances, Electrical, and Electronics Manufacturing
• 1 - 100 Employee

• Director of Financial Planning and Analysis

  • Jul 2018 - Jan 2020

  • High growth Tech Manufacturing organization that required rebuild of all forecasting and reporting tools and workbooks. • Involved with acquisition research and support for M&A integration. • Worked closely with finance team in China to determine accurate projections for multi-site projects. • Actively engaged with very active Board, preparing all board presentations, forecasts & budgeting and regular reporting. • High growth Tech Manufacturing organization that required rebuild of all forecasting and reporting tools and workbooks. • Involved with acquisition research and support for M&A integration. • Worked closely with finance team in China to determine accurate projections for multi-site projects. • Actively engaged with very active Board, preparing all board presentations, forecasts & budgeting and regular reporting.



Maintenance Connection

• United States
• Software Development
• 1 - 100 Employee

• Senior FP&A Manager

  • Dec 2016 - Jul 2018

  • Private Equity (TA Associates) owned SaaS company. Reported directly to CFO and worked closely with them to create new monthly/quarterly management reports used to inform and update leadership team with previously unused key performance metrics. • Built new annual budget and expense detail for a new growing company where budgeting had never historically been done. • Heavily involved in the creation of Board of Directors decks for quarterly board meetings and regular updates. • Private Equity (TA Associates) owned SaaS company. Reported directly to CFO and worked closely with them to create new monthly/quarterly management reports used to inform and update leadership team with previously unused key performance metrics. • Built new annual budget and expense detail for a new growing company where budgeting had never historically been done. • Heavily involved in the creation of Board of Directors decks for quarterly board meetings and regular updates.



Vivint Solar

• United States
• Renewables & Environment
• 700 & Above Employee

• FP&A Manager

  • Jun 2014 - Dec 2016

  • Analyzed historical data and trends in operating performance distributed through weekly and monthly management reporting. • Develop methodologies and build forecasting model to project key operating performances. • Prepare annual budget and reforecasts as needed at high level for board of directors or detail level for cost center owners. • Analyzed historical data and trends in operating performance distributed through weekly and monthly management reporting. • Develop methodologies and build forecasting model to project key operating performances. • Prepare annual budget and reforecasts as needed at high level for board of directors or detail level for cost center owners.



LifeVantage Corporation

• United States
• Health, Wellness & Fitness
• 700 & Above Employee

• FP&A Analyst

  • Jul 2012 - Jun 2014

  • Developed forecasting model to project top-line revenue and bottom-line EBITA and net operating income figures for both internal managerial decisions and external investors’ guidance for publicly traded company. • Coordinated internal managerial annual and quarterly department expense forecasting and budgeting. • Provided ad-hoc projection analyses to meet assumption requests per managerial requests. • Developed forecasting model to project top-line revenue and bottom-line EBITA and net operating income figures for both internal managerial decisions and external investors’ guidance for publicly traded company. • Coordinated internal managerial annual and quarterly department expense forecasting and budgeting. • Provided ad-hoc projection analyses to meet assumption requests per managerial requests.



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Gain Loss Analyst (Contract)

  • Nov 2011 - May 2012

  • Reconciled monthly exception reports for 1099-B reporting. • Ensured correct basis flow for share transfers within the firm. • Respond to basis requests for external share transfers to other investment banks. • Corrected any Versus-Specific-Purchases errors that clients provided for their sells of specific tax lots. • Reconciled monthly exception reports for 1099-B reporting. • Ensured correct basis flow for share transfers within the firm. • Respond to basis requests for external share transfers to other investment banks. • Corrected any Versus-Specific-Purchases errors that clients provided for their sells of specific tax lots.



Goldman Sachs

• United States
• Financial Services
• 700 & Above Employee

• Tax Operations Analyst

  • Sep 2010 - Oct 2011

  • Worked closely with IT during UAT testing, to build and verify the cost basis engine to calculate long/short term gain/loss for domestic clients required to create 1099-B tax documents at the end of the year. • Wrote user guides and team procedural documentation for daily reports. • Directed cost basis team members while working with cross divisional teams to ensure project needs were being met and timelines and goals were going to be met. e met. • Worked closely with IT during UAT testing, to build and verify the cost basis engine to calculate long/short term gain/loss for domestic clients required to create 1099-B tax documents at the end of the year. • Wrote user guides and team procedural documentation for daily reports. • Directed cost basis team members while working with cross divisional teams to ensure project needs were being met and timelines and goals were going to be met. e met.



Utah State Tax Commission

• Tax Auditor II

  • Jan 2008 - Jun 2010

  • Led comprehensive audits of large variety of public and private organizations including reconciliations of income statements, balance sheets, depreciations schedules, and payroll withholding statements. • Performed in-depth reviews of account payables and account receivables, exposed to diversity of filing methods and procedures, including use of sampling and statistical analysis • Wrote up detailed audit report and summaries, including schedules of assessments and work papers that underwent managerial review and had to be able to stand on own in court of law. Show less