Summary
Overview
Work History
Education
Skills
Timeline
Generic

Bree Ashley

Saratoga Springs,UT

Summary

Strategic finance leader with robust experience in corporate financial management and strategic planning. Strong focus on team collaboration, driving financial performance, and adapting to changing business needs. Expertise in financial analysis, budgeting, risk management, and compliance. Known for reliability and achieving significant results through effective leadership and strategic decision-making.

Overview

17
17
years of professional experience

Work History

CFO

DKA Construction
04.2017 - Current
  • Oversaw budgets, payroll, and accounts payable and receivable.
  • Reduced operational costs by identifying areas for improvement and implementing cost-saving measures across various departments.
  • Prepared accurate financial statements at end of quarter to summarize financial health and business performance.
  • Conducted detailed analysis of company financial information and oversaw preparation of related reports.
  • Oversaw the preparation and submission of all tax filings, mitigating potential risks associated with noncompliance.
  • Directed budget development, creation of budgetary controls and recordkeeping systems and investment management.

Accounting Manager

Ledger Gurus
09.2016 - 04.2017
  • Managed journal entries, collection efforts, reconciliations, and payroll processing.
  • Managed banking reconciliations and monthly balance sheet statements.
  • Managed relationships with external vendors, ensuring timely payments and accurate recording of expenses.


Tax Manager

XANGO
08.2012 - 06.2016
  • Prepared and reviewed federal and state income tax returns in accordance with applicable tax laws.
  • Collaborated with cross-functional teams to ensure seamless integration of tax considerations into business decisions.
  • Managed a team of junior accountants, providing mentorship and professional development opportunities to foster growth.
  • Reviewed complex federal and state income tax returns for accuracy, ensuring timely filing and compliance with applicable laws.

Tax Accountant

HEB Business Solutions
01.2008 - 08.2012
  • Examined accounts and records and computed tax returns according to prescribed rates, laws and regulations.
  • Managed multiple tax projects simultaneously, ensuring deadlines were met and clients were satisfied.
  • Conducted thorough reviews of financial records to ensure accuracy in reporting income, deductions, and credits.
  • Performed tasks under limited supervision related to income tax compliance such as returns, extensions, forecasts and tax provisions for business sectors and corporate heritage business units.

Education

Bachelor of Science - Accounting

Utah Valley University
Orem, UT
12-2007

Skills

  • Cash flow management
  • Financial process improvement
  • Financial strategy development
  • Audit coordination
  • State and local taxation
  • Corporate taxation
  • Continuous learning mindset

Timeline

CFO

DKA Construction
04.2017 - Current

Accounting Manager

Ledger Gurus
09.2016 - 04.2017

Tax Manager

XANGO
08.2012 - 06.2016

Tax Accountant

HEB Business Solutions
01.2008 - 08.2012

Bachelor of Science - Accounting

Utah Valley University
Bree Ashley