Experience

Poudre Valley REA

• United States
• Utilities
• 1 - 100 Employee

• Controller

  • Jan 2021 - Present

  - Lead accounting department: Lead operational planning, projects, and accounting department staff while ensuring alignment with strategic goals, encouraging cross-departmental communication, and supporting company mission. - Responsible for accounting compliance and filings with Federal & State entities, maintaining the general ledger in accordance with FERC Uniforms System of Accounts and GAAP, and overseeing and reviewing internal control procedures. - Prepare or oversee preparation… Show more - Lead accounting department: Lead operational planning, projects, and accounting department staff while ensuring alignment with strategic goals, encouraging cross-departmental communication, and supporting company mission. - Responsible for accounting compliance and filings with Federal & State entities, maintaining the general ledger in accordance with FERC Uniforms System of Accounts and GAAP, and overseeing and reviewing internal control procedures. - Prepare or oversee preparation of Federal, State, and other entity reports and filings, such as, 990, 1099s, W-2s, annual 940, quarterly 941, Form 7, CO PUC reports, CO ASOP, state/local sales tax, and franchise fees. - Develop or assist with annual budgets. Including departmental, payroll, capital work plan, capital purchases, revenue, and purchased power. Oversee reporting for budget variance and integrate variance issues into financial forecasting. - Coordinate annual external audit. Work directly with auditors to provide documentation, spreadsheets, schedules, and internal control procedures required on PBC list. - Handle cash management and treasury duties: Lines of credit, ACH, positive pay, corporate credit cards, etc. - Foster continuous improvement by encouraging streamlined information gathering, reporting methods, forms processing, and day-to-day processes and procedures.

• Assistant Controller

  • Aug 2020 - Jan 2021

  - Assist with the preparation of the monthly and annual financial reports, external financial audit process, and annual budget process. - Prepare special reports, accounting analyses, calculations and allocations, as required; recommend/ implement improvements for efficiency. - Oversight of Accounts Payable personnel, including hiring, supervision and development. - Assist with the preparation of Federal and State Regulatory required reports. - Coordinating and assisting with the… Show more - Assist with the preparation of the monthly and annual financial reports, external financial audit process, and annual budget process. - Prepare special reports, accounting analyses, calculations and allocations, as required; recommend/ implement improvements for efficiency. - Oversight of Accounts Payable personnel, including hiring, supervision and development. - Assist with the preparation of Federal and State Regulatory required reports. - Coordinating and assisting with the annual budget process including analyzing and reporting cost variances.

• Financial Analyst

  • Aug 2018 - Aug 2020

  Fort Collins, Colorado - Assist with the preparation of the monthly and annual financial reports, external financial audit process, and annual budget process. - Provide analytical and operational support to the Financial Services department. - Identify and implement opportunities for improving processes in the Financial Services department; assist in the preparation of proposals to develop new systems and/or operational changes. - Research and prepare statistical and financial reports using data from… Show more - Assist with the preparation of the monthly and annual financial reports, external financial audit process, and annual budget process. - Provide analytical and operational support to the Financial Services department. - Identify and implement opportunities for improving processes in the Financial Services department; assist in the preparation of proposals to develop new systems and/or operational changes. - Research and prepare statistical and financial reports using data from enterprise database and internal systems; consolidate information into cohesive and understandable correspondence or other written form for use in management decision-making. Reports/analysis primarily developed and distributed via Crystal Reports and Microsoft Excel. - Query data from Oracle database for report, process, and/or decision-making purposes.



Jim Saulnier & Associates

• Retirement Analyst

  • Sep 2014 - Aug 2018

  Fort Collins, Colorado - Responsible for in-depth analysis, development, and presentation of individual retirement plans as well as one off research projects. Includes developing original financial models to solve unique client issues, as well as analysis of complex financial products. Often tasks require proforma projections, fixed and variable cost projections, financial product cost/benefit, opportunity cost analysis, and advanced tax planning. - Leader of the advanced tax planning division. With a strong… Show more - Responsible for in-depth analysis, development, and presentation of individual retirement plans as well as one off research projects. Includes developing original financial models to solve unique client issues, as well as analysis of complex financial products. Often tasks require proforma projections, fixed and variable cost projections, financial product cost/benefit, opportunity cost analysis, and advanced tax planning. - Leader of the advanced tax planning division. With a strong personal tax knowledge, handles all tax forecasting, planning, and presentation of forward-looking tax models. - Manages investment portfolios. Primary focus is on risk management and returns using modern portfolio theory as well as comparative historical reporting based on industry accepted benchmarks. Also responsible for developing research reports on various investment options. - Develop client friendly, easy to understand, and dynamic graphical presentations of hard to interpret data and statistics. Show less



Colorado State University

• United States
• Higher Education
• 700 & Above Employee

• Adjunct Professor Of Finance

  • Aug 2017 - Dec 2017

  Fort Collins, Colorado Area



JPMorgan Chase

• United States
• Investment Management

• Private Client Banker

  • Aug 2011 - Sep 2014

  Various - Proven sales performance and recognition through advancement. Previous positions included In-store Banker, Personal Banker, Small Business Specialist, and Private Client Banker. At time of departure held the strongest performance numbers in branch and was a participant in a Banker to Branch Manager Development program with support from district management. - Primary duties were sourcing new investment business through financial profiling, partnering with Private Client Advisor to… Show more - Proven sales performance and recognition through advancement. Previous positions included In-store Banker, Personal Banker, Small Business Specialist, and Private Client Banker. At time of departure held the strongest performance numbers in branch and was a participant in a Banker to Branch Manager Development program with support from district management. - Primary duties were sourcing new investment business through financial profiling, partnering with Private Client Advisor to develop goal based retirement plans for clients, and managing investment relationships. Additional tasks include sourcing new business for Business, Investment, and Mortgage LOBs to expand product usage and deepen relationships. - Strong contributor to branch income statement. Focused on building investment assets under management, business lending, and deposit relationships – surpassing stretch goals in each category by more than 25%. Was personally responsible for 80%+ of branch investment growth as of December 2013. Show less



BBVA Compass Bank

• 1 - 100 Employee

• Financial Sales Advisor

  • Jan 2011 - Jul 2011

  Flagstaff, Arizona Area - Responsibilities parallel position at JPMorgan Chase and focused on consumer account generation.



Premium Services Inc

• Canada
• Accounting
• 1 - 100 Employee

• Job Foreman/Project Mgt

  • Jun 2001 - Jul 2011

  - Grew business revenues and through management and exceptional service. Advanced from original position as a laborer to Foreman and Project Management, and provided the business expansion opportunities into niche commercial and consumer hardscape markets. - Job responsibilities include project and employee leadership as well as assisting in day to day business operations. Included determining scope of work, coordination and staging of materials on site, employee and customer… Show more - Grew business revenues and through management and exceptional service. Advanced from original position as a laborer to Foreman and Project Management, and provided the business expansion opportunities into niche commercial and consumer hardscape markets. - Job responsibilities include project and employee leadership as well as assisting in day to day business operations. Included determining scope of work, coordination and staging of materials on site, employee and customer management, and financial decision making (services offered, margin management).Handled hiring, training, scheduling, development and evaluation of employees. Show less



Jackson Hewitt

• United States

• Franchise Office Supervisor

  • Jan 2004 - Apr 2007

  - Responsible for overseeing the quality of work and service of staff members. Assured that staff output was in accordance to IRS and corporate guidelines, and that customer service was on par. - Personally handle client/customer service issues. Focused on educating clients and offering them options to handle stressful tax situations.