Experience

Utah Symphony | Utah Opera

• Controller

  • Aug 2018 - Present

  Oversee Finance Department (A/P,A/R,PR); Ensure GAAP is followed precisely; Responsible for external audit conducted at the end of each fiscal year; Complete and file the Form 990; Manage all general ledger accounts for accuracy, projections, and budget management purposes; Create, implement, keep updated, and monitor all processes and procedures; Establish and maintain proper controls; GL Reconciliations; Rentals accounting; Complete & report annual surveys including Opera America, League of… Oversee Finance Department (A/P,A/R,PR); Ensure GAAP is followed precisely; Responsible for external audit conducted at the end of each fiscal year; Complete and file the Form 990; Manage all general ledger accounts for accuracy, projections, and budget management purposes; Create, implement, keep updated, and monitor all processes and procedures; Establish and maintain proper controls; GL Reconciliations; Rentals accounting; Complete & report annual surveys including Opera America, League of American Orchestras, Dept of Commerce, etc; Development/Grant Reports; Responsible to account for contributions accurately with regards to temporarily restricted funds and endowments; Investment management accounting; Assist with balancing the budget; Projects and assistance to the CFO as needed. Show more Show less



Self Employed

• Financial Consultant & Business Coach

  • Jul 2007 - Aug 2018

  Assist new business owners with planning and opening their businesses; Social Media Marketing Strategies; QuickBooks & Accounting cleanup & repairs; Contract work for Element Alliance Company, Inc. (a network of Business Service Providers); Worked both in the Phoenix, AZ area as well as the Wasatch Front / SLC. In total as of May 2018, I have worked with a couple dozen start ups but there are 13 business owners I advised to go ahead and move forward with opening their businesses due to the… Assist new business owners with planning and opening their businesses; Social Media Marketing Strategies; QuickBooks & Accounting cleanup & repairs; Contract work for Element Alliance Company, Inc. (a network of Business Service Providers); Worked both in the Phoenix, AZ area as well as the Wasatch Front / SLC. In total as of May 2018, I have worked with a couple dozen start ups but there are 13 business owners I advised to go ahead and move forward with opening their businesses due to the plans I wrote and the pro-forma statements I created for their startups, all 13 of them are still in business as of today. I have also worked with over 60 companies to clean up their books to be accurate in my entire career so far. I am definitely more of a financial analyst because I see stories in the financial reports and I can quickly see what areas can be improved or if there are any issues currently or on the horizon. I have trained so many bookkeepers and new accountants on how to do their jobs in order to keep the companies’ books clean so the reports are accurate and can be useful tools for dozens of companies in Phoenix and the Wasatch Front. There is more I have done, but this is just a snapshot. I love what I can do! I am more than a financial analyst. I am more than a leader. As my position with Elizabeth Academy ended, I became a Financial Consultant for them as well as my other clients. I love what I do! Show more Show less



Elizabeth Academy

• Controller

  • Nov 2012 - Jun 2018

  Oversee and manage the Financial Office and assist with all Business Office affairs relating to accounting, finances, human resources, & operations. Oversee the accountants with maintaining the books accurately. Establish budgets, cash flow, and income statements a year in advance with nearly perfect accuracy. Provide budgets to personnel as needed, as well as financial reports with explanations, budgets, and financial projections directly to the Board of Directors on a regular basis and when… Oversee and manage the Financial Office and assist with all Business Office affairs relating to accounting, finances, human resources, & operations. Oversee the accountants with maintaining the books accurately. Establish budgets, cash flow, and income statements a year in advance with nearly perfect accuracy. Provide budgets to personnel as needed, as well as financial reports with explanations, budgets, and financial projections directly to the Board of Directors on a regular basis and when requested. Actively participate and suggest solutions to procedures in Operations. Control and manage all inventory in all 12 classrooms spread throughout all locations. Currently assistung with consolidating these locations into 2 main locations as construction is completed. Provide assistance to the entire administrative staff where needed. Establish and enforce essential systems, processes, and procedures in the Financial Office as well as the Business Office and all of Operations. Work with all families at all locations to establish payment options that work for them and ensure all funds are received by the end of each fiscal year. I established an entire secure functioning Financial Office from a mere part time bookkeeper setup as the school has grown and continues to grow. Remain firm yet flexible with systems and procedures as the school grows at the rapid pace that it is expanding, to ensure the school's success and mission at a critical time. Show more Show less



Arizona Asthma and Allergy Institute

• Project Coordinator

  • Nov 2006 - Dec 2007

  Responsible for and managed all strategic, long term projects including assessing contractual standing among provider networks, insurance policies, vendors, etc.; Implemented new organizational structure



Juvenile Diabetes Research Foundation

• Administrative Assistant

  • May 2007 - Jul 2007

  Created PowerPoint presentations for use in year-end financial board meetings; Created Excel template to combine mass data into one user friendly workbook



Insurance Recruiting Specialists

• Operations Manager

  • Feb 2004 - Nov 2006

  Major Contributions: Initiated Workers' Compensation internal audit which resulted in substantial refund of approx a million dollars in audit findings and lowered monthly premium rates by 66% as well as stopped several fraudulent claims from continuing; Planned and coordinated the construction of new 15'000 sq ft office building; Established, implemented, and maintained operational processes and procedures; Provided financial statements with detailed Operational Analysis on a monthly basis;… Major Contributions: Initiated Workers' Compensation internal audit which resulted in substantial refund of approx a million dollars in audit findings and lowered monthly premium rates by 66% as well as stopped several fraudulent claims from continuing; Planned and coordinated the construction of new 15'000 sq ft office building; Established, implemented, and maintained operational processes and procedures; Provided financial statements with detailed Operational Analysis on a monthly basis; Generated strategic positioning & statistical reports; Maintained compliance with client agreements and contracts; Took a part time assistant position and established an entire operations team of eight full time members that evolved as the business grew; I single handedly hired, trained, managed, terminated, etc all operations staff. Show more Show less



Novell

• Contract Compliance Analyst and Auditor

  • 2002 - 20031 year

  Researched & pulled together information from multiple sources about the customers & their contractual financial obligations to Novell; Reconciled purchase history & compared with the obligations stated in their contracts; Located and collected lost revenue associated with client contracts per audit findings



Self Employed

• Jewelry Designer and Distributor

  • Jan 2000 - Dec 2002

  Established and maintained vendor relationships. Established and maintained selling venue relationships. Designed and created all kinds of fashion jewelry and accessories. Traveled throughout the western states and sold the jewelry at registered venues and events. Managed financials to determine profits. Used all profits to pay for the remaining years to obtain my degree.



Label Express

• Accounts Receivable Clerk

  • Jan 1999 - Jan 2000

• Plating Technician

  • Jan 1998 - Jan 1999