Experience

Zion Mountain Ranch

• United States
• Hospitality
• 1 - 100 Employee

• Financial Controller/Manager

  • Jan 2023 - Present

  Utah, United States •Manage all accounting, auditing, and budgeting operations •Ensured complete, accurate and timely management of financial affairs. •Prepared budget, cost control, financial control, credit control and cash flow management. •Prepared focused monthly analysis to track progress of the company in relation to financial targets and goals.



Apollo Studios

• United States
• Entertainment Providers
• 1 - 100 Employee

• Finance Manager

  • Jan 2022 - Dec 2022

  Provo, Utah, United States •Perform financial management duties including generating financial data, compiling and submitting reports, analyzing industry trends and assessing the financial health of the company. •Preparing forecasts and comprehensive budgets. •Advise colleagues and executive management on decisions related to the company’s finances. •Create strategic business plans based on the analysis of the company’s status and financial forecasts. •Analyzing and reporting on financial performance.



Self Employed

• United States
• 700 & Above Employee

• Financial Advisor

  • Mar 2020 - Jan 2022

  Provo, Utah, United States •Developed and presented financial planning and investment seminars for clients and prospects. •Created standardized reports that resulted in a better understanding of real-time performance. •Sold insurance offerings to interested clients to suit their financial goals. •Created unique recommendations for investment products based on individual client needs. •Built unique financial models and did financial forecasting for clients. •Educated clients on various financial matters and… Show more •Developed and presented financial planning and investment seminars for clients and prospects. •Created standardized reports that resulted in a better understanding of real-time performance. •Sold insurance offerings to interested clients to suit their financial goals. •Created unique recommendations for investment products based on individual client needs. •Built unique financial models and did financial forecasting for clients. •Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs. •Set meetings with clients and maintained 20-25 meetings per week. Show less



EnerBank USA

• United States
• Banking
• 100 - 200 Employee

• Senior Lender Support Specialist

  • Apr 2014 - Dec 2020

  Provo, Utah, United States •Reviewed Financial statements for accuracy. •Coordinated with lenders and loan managers to evaluate current loan products. •Compiled group level KPI reports, and support strategic forecasting for the lending department. •Managed verification department to ensure policies and procedures were being followed. •Trained additional specialists to aid in reviewing financial statements. •Collaborated with other departments to ensure multi-million-dollar loan products followed… Show more •Reviewed Financial statements for accuracy. •Coordinated with lenders and loan managers to evaluate current loan products. •Compiled group level KPI reports, and support strategic forecasting for the lending department. •Managed verification department to ensure policies and procedures were being followed. •Trained additional specialists to aid in reviewing financial statements. •Collaborated with other departments to ensure multi-million-dollar loan products followed company procedures. Show less