Chief Financial Officer at Stake Center Locating
April 2009 - Present | Salt Lake City, Utah
My responsibilities include reporting to and partnering with the president and CEO regarding the financial policy and direction while also being an active participant in, and driver of, the organization’s overall strategy. I lead all financial administration, business planning, and budgeting. As a member of the senior leadership team, I will work closely with a motivated and engaged finance and governance committee as part of the board of directors.
Chief Financial Officer at Stake Center Locating
April 2009 - March 2014
My responsibilities include reporting to and partnering with the president and CEO regarding the financial policy and direction while also being an active participant in, and driver of, the organization's overall strategy. I lead all financial administration, business planning, and budgeting. As a member of the senior leadership team, I will work closely with a motivated and engaged finance and governance committee as part of the board of directors.
Specific responsibilities include:
Finance
-Oversee cash flow planning and ensure availability of funds as needed.
-Oversee cash, investment, and asset management.
-Oversee financing strategies and activities, as well as banking relationships.
-Develop and utilize forward-looking, predictive models and activity-based financial analyses to provide insight into the organization's operations and business plans.
-Planning, Policy, and Investor Relations
-Coordinate the development and monitoring of budgets.
-Develop financial business plans and forecasts.
-Participate in corporate policy development as a member of the senior management team.
-Engage the finance committee of the board of directors to develop short-, medium-, and long-term financial plans and projections.
-Represent the company to financial partners, including financial institutions, investors, foundation executives, auditors, public officials, etc.
-Remain up to date on audit best practices.
Accounting and Administration
-Oversee the accounting department to ensure proper maintenance of all accounting systems and function.
-Ensure maintenance of appropriate internal controls and financial procedures.
-Ensure timeliness, accuracy, and usefulness of financial and management reporting.
-Coordinate audits and proper filing of tax returns.
-Ensure legal and regulatory compliance regarding all financial functions.
Account Executive at Transfac Capital
November 2006 - April 2009
-Managed 10+ client accounts with over $2,000,000 funds employed, specifically responsible for client relationship maintenance, risk monitoring and analysis, and transaction processing
-Obtained a detailed understanding of accounts receivable financing, asset-based lending, equipment lending and its application in various industries
-Aided in the in underwriting process in regards to identifying potential client risks, acquiring credit information, and setting credit limits
Account Executive at Transfac Capital
April 2007 - September 2008
-Managed 10+ client accounts with over $2,000,000 funds employed, specifically responsible for client relationship maintenance, risk monitoring and analysis, and transaction processing
-Obtained a detailed understanding of accounts receivable financing, asset based lending, equipment based lending and its application in various industries
-Aided in the in underwriting process in regards to identifying potential client risks, acquiring credit information, and setting credit limits
Vice President of Sales and Business Development at Private Equity Firm
November 2006 - April 2007
-Increased our existing business portfolio and new customer base substantially
-Communicated with potential customers daily regarding our various financial products
-Provided risk analysis for prospective real estate purchases
Small Business Relationship Manager at JP Morgan Chase
May 2005 - November 2006
-Ranked in the top 1% of the country (3rd out of 800)
-Worked with existing and prospective business customers to educate and cross-sell Chase products
-Wrote over $12,000,000/yr. in business lending and held the record for most loan production in one month
Small Business Relationship Manager at JP Morgan Chase
May 2005 - November 2006
-Ranked in the top 1% of the country (3rd out of 800)
-Worked with existing and prospective business customers to educate and cross-sell Chase products
-Wrote over $12,000,000/yr. in business lending and held Chase's national record for most loan production in one month by any Business Relationship Manager
Chief Financial Officer at Steak Center Cattle Company
April 2009
As a key member of the Executive Management team, I report to the President and assume a strategic role in the overall management of the company. As the CFO, I have primary day-to-day responsibility for planning, implementing, managing and controlling all financial-related activities of the company. This will include direct responsibility for accounting, finance, forecasting, strategic planning, property management, deal analysis, investor relationships and partnership compliance and private and institutional financing.
Responsibilities:
-Provides leadership in the development for the continuous evaluation of short and long-term strategic financial objectives.
-Ensure credibility of Finance group by providing timely and accurate analysis of budgets, financial trends and forecasts.
Take hands-on lead position of developing, implementing, and maintaining a comprehensive job cost system.
-Direct and oversee all aspects of the Finance & Accounting functions of the organization.
-Evaluates and advises on the impact of long range planning, introduction of new programs/ strategies and regulatory action.
-Establish and maintain strong relationships with senior executives so as to identify their needs and seek full range of business solutions.
-Provide executive management with advice on the financial implications of business activities.
-Manage processes for financial forecasting, budgets and consolidation and reporting to the Company.
-Provide recommendations to strategically enhance financial performance and business opportunities.
-Ensure that effective internal controls are in place and ensure compliance with GAAP and applicable federal, state and local regulatory laws and rules for financial and tax reporting.
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