Summary
Overview
Work History
Education
Skills
Timeline
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Chase Call, CPA

Accounting And Finance
Saratoga Springs,Utah

Summary

A dedicated CPA with seven years of comprehensive accounting experience, focused on driving operational excellence by building and optimizing processes. Experience in technical accounting, including ASC 842, 606, and 350-40, and executive-level reporting. Ready to apply a Founders Mindset and Exuberance for Life to excel as the Financial Reporting Manager.

Overview

7
7
years of professional experience
5
5
years of post-secondary education

Work History

Principle Accountant

MX Technologies
Lehi
01.2025 - Current
  • Played a pivotal role in ensuring audit readiness by preparing a high volume of PBCs, and creating the underlying data supporting the notes to the financial statements for external auditors and tax professionals.
  • Owned the end-to-end accounting treatment for all non-revenue transactions, including vendor invoices, and ad hoc bank activity, to ensure GAAP compliance and uphold the integrity of the general ledger.
  • Led and mentored an accounting professional in India, managing daily workflows, conducting a preliminary review of journal entries and certifications, and providing direct performance feedback.

Senior Technical Accountant, Financial Reporting

MX Technologies
Lehi
04.2023 - 01.2025
  • Executed all non-revenue month-end close processes, consistently meeting or exceeding timeline targets to ensure timely and accurate financial reporting.
  • Authored technical accounting memos on complex transactions to ensure compliance with U.S. GAAP standards.
  • Prepared and delivered executive-level financial reports and flux analyses post-close for presentation to the CFO.
  • Continuously optimized close processes and workflows, enhancing both accuracy and efficiency, in line with operational excellence goals.

Controller

Swift Energy
Fresno, CA
07.2022 - Current
  • Prepared comprehensive financial reporting packages for lending institutions and investors to secure financing.
  • Developed budgets, financial modeling, payroll and commissions, and accounting systems for a first-year startup producing $25 million in revenue.
  • Conducted a detailed analysis of the company's financial information and oversaw the preparation of related reports.
  • Analyzed operational issues and implemented corrective action to maximize profits and minimize liability.

Senior Revenue Accountant

Vivint
Provo
07.2021 - 07.2022
  • Executed complex technical accounting analyses on large data sets to determine derivative liabilities, and ensure accurate revenue recognition in accordance with ASC 606.
  • Authored working papers, reports, and supporting documentation for high-level management, external auditors, and consultants.
  • Led the training and development of new accounting staff. Reviewed reconciliations and journal entries to ensure accuracy, and maintain the integrity of the general ledger.

Audit Associate

BDO
Salt Lake City
02.2021 - 07.2021
  • Review client documentation and accounting recognition in several areas of financial statements for adherence to GAAP.
  • Analyzed trends in financial data to investigate fluctuations.
  • Create detailed work products such as financial statement analytics, memos, and other work papers.

Staff Accountant

Vivint
Provo
05.2018 - 01.2021
  • Performed a monthly analytical review of revenue accounts (ASC 605 and 606) to identify trends and potential errors.
  • Created processes to implement the new leasing standard (ASC 842).
  • Monthly reconciliation of fixed assets and operating leases.

Education

Master of Accountancy - Accounting

Utah Valley University
Orem, UT
08.2019 - 05.2020

Bachelor’s - Accounting

Utah Valley University
Orem, UT
08.2015 - 05.2019

Skills

  • Executive & Board-Level Reporting
  • Data analysis
  • Month-End Close Optimization
  • External Audit Support (PBC Preparation)
  • Internal Controls (SOX/COSO Framework)
  • ASC 842 (Leases)
  • ASC 350-40 (Cloud Computing)
  • ASC 606 (Revenue Recognition)
  • Technical Memo Authorship
  • ERP's: Workday Financials, SAP, Quickbooks
  • Microsoft Excel (Advanced), SQL (familiarity)

Timeline

Principle Accountant

MX Technologies
01.2025 - Current

Senior Technical Accountant, Financial Reporting

MX Technologies
04.2023 - 01.2025

Controller

Swift Energy
07.2022 - Current

Senior Revenue Accountant

Vivint
07.2021 - 07.2022

Audit Associate

BDO
02.2021 - 07.2021

Master of Accountancy - Accounting

Utah Valley University
08.2019 - 05.2020

Staff Accountant

Vivint
05.2018 - 01.2021

Bachelor’s - Accounting

Utah Valley University
08.2015 - 05.2019
Chase Call, CPAAccounting And Finance