Experience

Arena LLC

• United States
• Advertising Services
• 1 - 100 Employee

• Director of Finance And Accounting

  • Feb 2023 - Present

  Salt Lake City, Utah, United States



MRM

• United States
• Advertising Services
• 700 & Above Employee

• Director of Client Finance

  • Jan 2022 - Feb 2023

  Salt Lake City, Utah, United States - Worked closely with the various service teams to ensure all financial elements of the client relationship are managed, tracked, monitored, and communicated. - Managed client profitability by overseeing revenue, resources/costs, and ensuring client P&Ls are in line with the staffing agreements and agency goals. - Partnered with senior account leads on existing client contract renewals and new business pitches. - Monitored, expedited and escalated client setup, media… Show more - Worked closely with the various service teams to ensure all financial elements of the client relationship are managed, tracked, monitored, and communicated. - Managed client profitability by overseeing revenue, resources/costs, and ensuring client P&Ls are in line with the staffing agreements and agency goals. - Partnered with senior account leads on existing client contract renewals and new business pitches. - Monitored, expedited and escalated client setup, media billing, reconciliation and payment activities ensuring alignment with contract terms - Worked closely with the client teams to stay abreast of changes and modifications to client budgets. - Budgeting, forecasting, monthly close revenue recognition and variance explanations. - Assisting the provision of information to support internal & external audits. - Develop, maintain, and distribute ad-hoc reports and financial models as needed. - Provided proactive analytical support and other ad hoc financial analyses to the business leaders. - Supervised Client Finance team Show less



Zelevie Health

• United States
• Hospitals and Health Care
• 1 - 100 Employee

• Corporate Controller

  • Jul 2021 - Dec 2021

  Bountiful, Utah, United States - Managed the accumulation, preparation, and consolidation of financial data at the Corporate level for nationwide facilities. - Prepared and analyzed Month End Reporting, Annual Budgets, Financial Statements (Balance Sheets, Profit and Loss Statements, Income Statements, Cash Flow Statements, and Property Tax filings) for all properties under the Zelevie Health portfolio for internal and external stakeholders.

• Accounting Close Manager/Assistant Controller

  • Oct 2018 - Jul 2021

  Bountiful, Utah - Prepared and analyzed Month End Reporting. - Project Manager for various projects including streamlining accounting, CRM, EHR, and EMAR records into one platform through Yardi. - Payroll Manager for all facilities having trained local business offices in payroll policies and approved all payroll submissions.



Stratus.hr

• United States
• Human Resources Services
• 1 - 100 Employee

• Accountant

  • May 2016 - Oct 2018

  Sandy, Utah - Prepared Financial Reporting Data using different methods including SQL. - Various Financial Analysis tasks and Special Projects including Budget Variance Analysis, Forecasting, AR/AP Reconciliations. - Accounts Payable and Accounts Receivable Manager. - Handled reconciliation of commission payments from insurance carriers. - Monthly Reconciliation of various G/L accounts including ST/LT Debt, PP&E, Depreciation, Garnishment and Child Support, Insurance Benefits. -… Show more - Prepared Financial Reporting Data using different methods including SQL. - Various Financial Analysis tasks and Special Projects including Budget Variance Analysis, Forecasting, AR/AP Reconciliations. - Accounts Payable and Accounts Receivable Manager. - Handled reconciliation of commission payments from insurance carriers. - Monthly Reconciliation of various G/L accounts including ST/LT Debt, PP&E, Depreciation, Garnishment and Child Support, Insurance Benefits. - Purchasing Card Administrator for company. Show less



The Law Office of Russell D Hartill

• Controller

  • Aug 2006 - Jan 2018

  Sandy, Utah - Assisted attorney with complex tax issues for both personal and business cases for clients. - Using QuickBooks, ran Accounts Payable, Accounts Receivable and prepared Balance Sheets. Also organized and ran client collection efforts. - Responsible for all financial analysis, cash flow reporting, budgeting, and forecasting along with setting business goals and marketing campaigns to drive business.



Wells Fargo Private Bank

• United States
• Financial Services
• 700 & Above Employee

• Private Banking Client Service Specialist

  • Sep 2014 - May 2016

  Salt Lake City, Utah Provided Financial Support for internal and external clients for Wells Fargo Private Bank and Abbott Downing Clients. Fully Licensed Broker (Series 7 and 63) assisting Full Service and Self Directed brokerage accounts including: -Placing Trades for customers -Assisting with servicing accounts and Tax Document issues. Provided servicing for Credit Card, Brokerage, Wells Fargo Online, and DDA products.



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Operations Accountant/Financial Analyst

  • Sep 2013 - Sep 2014

  Salt Lake City, Utah - 5 years total experience with Wells Fargo Wholesale Treasury Management-Commercial Purchasing Card programs. - Improved processes using advanced SQL coding, Excel macros and scripts to maintain Commercial Credit Card Programs. - Oversee and prepare projects to automate reconciliation of Commercial Card program. - Accounting responsibilities for Commercial Credit Card division including: --Daily GL Settlement and balancing of domestic and international… Show more - 5 years total experience with Wells Fargo Wholesale Treasury Management-Commercial Purchasing Card programs. - Improved processes using advanced SQL coding, Excel macros and scripts to maintain Commercial Credit Card Programs. - Oversee and prepare projects to automate reconciliation of Commercial Card program. - Accounting responsibilities for Commercial Credit Card division including: --Daily GL Settlement and balancing of domestic and international accounts --Processing payments and billing maintenance - Prepare detailed reports for management teams. Show less



E*TRADE Financial Corporation

• United States
• Investment Banking
• 1 - 100 Employee

• Senior Financial Service Representative

  • Feb 2011 - Sep 2013

  Sandy, Utah - Fully licensed broker (Series 7 and 63) servicing Tax/Retirement/Estates/Cost Basis teams. - Supervised creation of Cost Basis teams in response to new IRS regulations in the investment banking field. - Supervised incubator group, successfully training groups of new employees and providing direct coaching and feedback. - Directed several project groups delegating responsibilities across different teams for account maintenance using SQL queries and Excel macros to pull customer… Show more - Fully licensed broker (Series 7 and 63) servicing Tax/Retirement/Estates/Cost Basis teams. - Supervised creation of Cost Basis teams in response to new IRS regulations in the investment banking field. - Supervised incubator group, successfully training groups of new employees and providing direct coaching and feedback. - Directed several project groups delegating responsibilities across different teams for account maintenance using SQL queries and Excel macros to pull customer data. Show less

• Client Service Officer

  • Oct 2008 - Feb 2011

  Salt Lake City, Utah - Customer Service for Commercial Credit Card Program including processing maintenance requests of thousands of customers. - Improved processes using advanced SQL coding and creating Excel macros to make processes more efficient. - Dedicated Representative and point of contact for several Large Corporations.

• Lead Teller

  • Jan 2008 - Oct 2008

  Midvale, Utah - Assisted customers with daily banking transactions as well as recommending products to help customers with their banking needs. - Served as manager when secondary approval was needed or customer complaints arose. - Led teams in sales goals for branch, receiving several recognition awards for Sales and Customer Service



Cafe Rio Mexican Grill

• United States
• Restaurants
• 400 - 500 Employee

• General Manager

  • Jul 2006 - Jan 2008

  Draper, Utah Responsibilities include: Hiring, Labor reports, scheduling, inventory, and store analytics. Created creative advertising campaigns for local area with business outreach.