Adam Larson
Holladay
Summary
Analytical professional with background in dynamic, fast-paced business environment, seeking to transition into new field. Developed expertise in strategic planning and operational efficiency, alongside strong problem-solving and communication skills. Looking to leverage these transferable skills to make meaningful impact in new and challenging role.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Business Advisor
Platform Accounting Group
10.2024 - 11.2025
- Responsible for taking care of the entire accounting process for between 15 and 20 clients.
- Prepared financial statements on a monthly basis for small and medium-sized businesses.
- Advised clients on accounting processes to save money and taxes in the future.
- Advised clients on financial strategies to optimize tax efficiency and enhance profitability.
- Developed comprehensive business plans tailored to client goals and market conditions.
- Analyzed financial statements to identify trends, risks, and opportunities for client growth.
Staff Accountant
The Accounting Guys
01.2024 - 10.2024
- Performed the monthly close tasks for upwards of 10 clients, including bank reconciliations, inventory, balance sheet, and P&L items, in addition to providing financial analysis for clients on how to run their businesses better.
- Managed monthly reconciliations and financial reporting for accuracy and compliance
- Oversaw accounts payable and receivable processes, ensuring timely payments and collections
Credit Manager
Consolidated Electrical Distributors
04.2022 - 06.2023
- Managed over an 8-figure AR for the Salt Lake Credit Division, dealing with accounts receivable, creditworthiness, risk analysis, and payment reconciliations.
- Developed and implemented credit policies to mitigate risk and improve financial performance.
- Analyzed customer creditworthiness using financial statements and credit reports.
Education
Master's degree - Business Administration
Utah State University
01.2021
BS - Communications
Utah State University
01.2020
Skills
- Operations management
- Organizational development
- Customer service management
- Business analysis
- Process improvement
- Data analytics
- Organizational skills
- Cash flow management
- Credit analysis
- Retirement planning
Certification
- Securities Industry Essentials
- Series 7
Timeline
Business Advisor
Platform Accounting Group
10.2024 - 11.2025
Staff Accountant
The Accounting Guys
01.2024 - 10.2024
Credit Manager
Consolidated Electrical Distributors
04.2022 - 06.2023
BS - Communications
Utah State University
Master's degree - Business Administration
Utah State University