Experience

Willow Creek Country Club

• United States
• Golf Courses and Country Clubs
• 1 - 100 Employee

• Controller

  • Nov 2023 - Present

  Salt Lake City Metropolitan Area



Deloitte

• Business Consulting and Services
• 700 & Above Employee

• Senior Consultant

  • Jun 2021 - Oct 2023

  Dallas-Fort Worth Metroplex Developing solutions to companies most complex issues using modern technology and innovative thinking. Currently implementing cloud integrated systems to automate financial reporting and analysis.



Allies to Rescue and Support Refugees

• United States
• Non-profit Organization Management
• 1 - 100 Employee

• Director of Finance and Treasury

  • Sep 2021 - Sep 2023

  Allies to Rescue and Support Refugees is a non-profit that provides aid, sustainable solutions, and opportunities to refugees worldwide. Our mission is to build a world where every refugee has a safe home, and refugee camps are empty.



Boodee Buddee Bags

• United States
• Retail Apparel and Fashion

• Founder

  • Jan 2018 - Jan 2023

  Salt Lake City, Utah • Founded company - performed PEST analysis, observed economic forces, and crafted company strategy for robust growth • Sourced premium quality materials to provide a superior product • Negotiated favorable rates from vendors and factories • Researched market trends and behaviors to best create value for target market • Collaborated with brand champions via social media to tell our story • Created website to facilitate e-commerce sales and simplify point of sale… Show more • Founded company - performed PEST analysis, observed economic forces, and crafted company strategy for robust growth • Sourced premium quality materials to provide a superior product • Negotiated favorable rates from vendors and factories • Researched market trends and behaviors to best create value for target market • Collaborated with brand champions via social media to tell our story • Created website to facilitate e-commerce sales and simplify point of sale interaction • Teamed with 3PL service to ensure the highest quality supply chain solutions Show less



Peak Capital Partners

• United States
• Real Estate
• 1 - 100 Employee

• FP&A

  • Jan 2019 - Jun 2021

  Greater Salt Lake City Area • Structured cap tables to accurately capture equity waterfalls to 1,000’s of investors in over 125 deals • Modeled liquidating valuation for various equity structures, totaling over $3 billion in AUM • Created workflow processes for distributing over $20 million in distributions • Joined data from various programs for analysis: Yardi, Juniper Square, Quick Base, IMS, Tableau • Automated data entry using RPA (UiPath) • Mapped ERD for cloud database integration (Lucid Chart) •… Show more • Structured cap tables to accurately capture equity waterfalls to 1,000’s of investors in over 125 deals • Modeled liquidating valuation for various equity structures, totaling over $3 billion in AUM • Created workflow processes for distributing over $20 million in distributions • Joined data from various programs for analysis: Yardi, Juniper Square, Quick Base, IMS, Tableau • Automated data entry using RPA (UiPath) • Mapped ERD for cloud database integration (Lucid Chart) • Consolidated data from various sources using Alteryx and VBA • Extracted, transformed, cleaned and organized data tables for querying, data visualization, and automated task tracking (Quick Base) • Customized reports for management use including geographic mapping, risk analysis, live task trackers, and graphical pivots

• Tax Intern

  • Jan 2019 - Jun 2019

  Greater Salt Lake City Area • Reviewed tax Forms 1065 for over 250 entities • Discerned and allocate fixed asset expenditures to capital investments • Prepared reports for analysis by partners, investors, and property management • Improved processes using RPA, VBA, and PowerShell tools • Reported directly to CFO



Moss Adams

• United States
• Accounting
• 700 & Above Employee

• Tax

  • Apr 2019 - Oct 2019

  Greater San Diego Area • Analyzed fixed asset acquisition and disposal treatment for various entities • Calculated state apportionment in all 50 states for complex entity structures (C Corps with various DRE and SMLLC) • Used Ai and data analytics to explain variance and trend analysis (Mind Bridge and Power Bi integration) • Researched extensive complexities involving stock transfers and voting right effects on taxable income • Prepared Forms 1041, 1040, 1065, 1120, and 1120S



VOX Fulfillment

• United States
• Transportation, Logistics, Supply Chain and Storage
• 1 - 100 Employee

• Management Accountant

  • 2018 - 2019

  Springville, Utah • Restructured AIS software to capture all processes within the business cycle • Prepared financial statements for quarterly and annual review from management and tax advisors • Observed processes to accurately apply overhead and suggested improvements for more effective work • Recorded all journal entries to the ledger, invoiced clients for services provided, and paid bills from vendors • Carried out audits to ensure system was accurately capturing all activities, made improvements… Show more • Restructured AIS software to capture all processes within the business cycle • Prepared financial statements for quarterly and annual review from management and tax advisors • Observed processes to accurately apply overhead and suggested improvements for more effective work • Recorded all journal entries to the ledger, invoiced clients for services provided, and paid bills from vendors • Carried out audits to ensure system was accurately capturing all activities, made improvements wherever needed Show less



VOX Marketing Group

• United States
• Consumer Goods
• 1 - 100 Employee

• Project Analyst

  • Mar 2017 - May 2018

  • Collaborated with four teammates to establish strong relationships with clients and vendors • Purchased $15,000 of goods weekly from domestic and overseas providers • Provided branding results for company events through tangible goods • Negotiated competitive pricing with suppliers • Resolved accounts payable with vendors • Manged $10 million client accounts



Brigham Young University

• United States
• Higher Education
• 700 & Above Employee

• Account Development

  • Nov 2016 - Apr 2017

  Provo, Utah • Purchased supplies needed for BYU athletic department events • Answered phone calls, emails, and walk in requests from department participants • Handled transactions of $18 million dollars in donations • Ensured cash, checks, and credit card information was accounted for and secured correctly • Ran daily reports to track donation cash flows • Translated Spanish to English for clients