Summary
Overview
Work History
Education
Skills
Timeline
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Cole Gardanier

Vineyard,United States

Summary

Former Tax Associate & Senior Tax Associate at Richey, May & Co., specializing in tax preperation and compliance for businesses and high-net-worth individuals. Currently VP of Revenue Cycle at Cottonwood Healthcare, leading financial operations and process improvements. Skilled in tax strategy, client management, and financial optimization. Proficient in Wolters Kluwer CCH Suite and actively pursuing CPA certification.

Overview

4
4
years of professional experience

Work History

VP of Revenue Cycle

Cottonwood Financial
American Fork, UT
12.2024 - Current
  • Directed collections and billing operations, overseeing $14 million in monthly collections.
  • Reduced Days Sales Outstanding (DSO) by over 20 days, improving cash flow, and operational efficiency.
  • Increased cash collections by achieving an average of 105% through strategic resolution of aged accounts receivable.
  • Headed recruiting and talent acquisition for the accounts receivable team, building a high-performing department.
  • Delivered monthly metrics and performance reports directly to the CEO and ownership, ensuring transparency and alignment on financial goals.

Senior Tax Associate & Tax Associate

Richey May & Co.
Lehi, UT
04.2023 - 12.2024
  • Prepare comprehensive tax returns for a diverse set of clients, including S-corps, C-corps, partnerships, non-profits, and trust returns.
  • Prepared complex individual returns for high-net-worth individuals with an assortment of investments.
  • Led employee training on internal systems, enhancing team proficiency, and productivity.
  • Managed over $250,000 in client accounts, maintaining strong client relationships.
  • Utilize the entire CCH ProSystem Suite for efficient tax preparation and analysis.

Tax Intern

Fox Peterson Entrepreneurial Accountants
Mesa, AZ
01.2021 - 05.2021
  • Prepared income tax returns for individuals and small businesses.
  • Prepared financials, reconciliations, payroll, and other accounting functions.

Education

MBA - Business Administration And Management

Utah Valley University
Orem, UT
07-2024

Bachelor of Science - Accounting

Brigham Young University - Idaho
Rexburg, ID
05-2022

Skills

  • Microsoft Suite
  • Google Suite
  • Wolters Kluwer CCH Suite (Axcess, Engagement, Workflow)
  • Thomson Reuters UltraTax
  • Regulatory compliance, process improvement
  • Process Improvement
  • Client relations
  • Tax planning
  • Staff training
  • Financial Reporting
  • Employee development

Timeline

VP of Revenue Cycle

Cottonwood Financial
12.2024 - Current

Senior Tax Associate & Tax Associate

Richey May & Co.
04.2023 - 12.2024

Tax Intern

Fox Peterson Entrepreneurial Accountants
01.2021 - 05.2021

MBA - Business Administration And Management

Utah Valley University

Bachelor of Science - Accounting

Brigham Young University - Idaho

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Cole Gardanier