Seasoned financial leader with over 24 years of experience in accounting, financial planning and reporting. Highly accomplished in general ledger and payroll management. Demonstrated development and adapting complex financial reporting processes to achieve organizational profitability goals and capitalize on new revenue streams.
Overview
25
25
years of professional experience
Work History
Finance Business Partner
A.P. Moller - Maersk
Salt Lake City, UT
01.2024 - Current
Prepare budget and forecast models for internal stakeholders.
Develop, maintain and monitor financial performance metrics.
Provide financial insight to senior management on strategic decisions and business plans.
Analyze financial data and identify areas of improvement in operational efficiency.
Conduct variance analysis between actual results and budget and forecast expectations.
Identify cost savings opportunities across the organization.
Collaborate with accounting teams to ensure accurate reporting of financial transactions in accordance with GAAP standards.
Assistant Controller
A.P. Moller - Maersk
Salt Lake City, UT
04.2020 - 01.2024
Managed, analyzed, and recorded all payroll transactions for 900+ employees
Analyzed and allocated SG&A expenses for each line of business by department and location
Allocated and recorded annual bonus program
Analyzed and reported freight and parcel commissions for independent contractors
Tracked, analyzed, and reported paid time off accrual
Managed and amortized prepaid schedules for insurance, software and other expenses
Tracked and reported Georgia state withholding tax rebates
Worked with mergers & acquisitions team to evaluate potential targets for acquisition
Prepared monthly analyses of FTL and LTL transactions for Senior Financial Planning Manager
Controller
Soar Transportation Group
Salt Lake City, UT
05.2019 - 03.2020
Maintained general ledger and chart of accounts, performed complex accounting functions such as journal entry preparation, account analysis, balance sheet reconciliation and preparation of quarterly financial statements.
Oversaw financial reporting, accounts payable and receivable, asset coordination, account management and budgets.
Prepared company's financial reports and ancillary documentation in accordance with established policies and procedures.
Monitored accounting, payroll and financial reporting activities.
Established controls and reporting systems to optimize governance structure.
Managed AP and AR operations, coordinating staff workflows and reviewing completed work to reduce errors.
Managed day-to-day finance operations by working closely with accounting, accounts payable, accounts receivable and payroll staff to provide direction.
Created internal controls and corrective actions to reduce risk or deficiencies.
Controller
ProStar Logistics / Visible Supply Chain Mgmt
Salt Lake City, UT
05.2011 - 05.2019
Oversaw financial reporting, accounts payable and receivable, asset coordination, account management and budgets.
Prepared company's financial reports and ancillary documentation in accordance with established policies and procedures.
Developed annual budget and compared actual expenses against projected budget.
Monitored accounting, payroll and financial reporting activities.
Coordinated timely collections with appropriate project managers and customers to manage cash flow.
Managed AP and AR operations, coordinating staff workflows and reviewing completed work to reduce errors.
Property Management Accountant
Coldwell Banker Commercial Advisors
Salt Lake City, UT
10.2008 - 05.2011
Prepared monthly and year-end closing statements, financial documents and invoices.
Maintained accurate invoice summaries and collection records to enhance monitoring of billing and cash inflows.
Calculated and prepared checks for utilities, taxes and other payments.
Monitored balance sheets and income statements to evaluate financial performance.
Applied mathematical skills to calculate totals, check figures, and correct problems with physical and digital files.
Verified documented and requested disbursements to facilitate payments.
Reviewed financial information detailing assets, liabilities and capital and prepared balance sheets and profit and loss statements.
Examined financial statements and income statements to review company's financial performance.
Controller
Hilton Salt Lake City Center
Salt Lake City, UT
01.2006 - 09.2007
Oversaw financial reporting, accounts payable and receivable, asset coordination, account management and budgets.
Prepared company's financial reports and ancillary documentation in accordance with established policies and procedures.
Developed annual budget and compared actual expenses against projected budget.
Monitored accounting, payroll and financial reporting activities.
Coordinated timely collections with appropriate project managers and customers to manage cash flow.
Established controls and reporting systems to optimize governance structure.
Managed day-to-day finance operations by working closely with accounting, accounts payable, accounts receivable and payroll staff to provide direction.
Managed AP and AR operations, coordinating staff workflows and reviewing completed work to reduce errors.
Created internal controls and corrective actions to reduce risk or deficiencies.
Maintained general ledger and chart of accounts, performed complex accounting functions such as journal entry preparation, account analysis, balance sheet reconciliation and preparation of quarterly financial statements.
General Manager
Comfort Suites Airport
Salt Lake City, UT
03.2005 - 01.2006
Supervised employees through planning, assignments and direction.
Recruited, trained and empowered employees to achieve key performance indicators.
Created schedules and monitored payroll to remain within budget.
Recruited, interviewed and hired qualified staff for open positions.
Trained employees on duties, policies and procedures.
Conducted employee evaluations to provide adequate feedback and recognize quality performance.
Processed payroll information and submitted to payroll company for payment to employees
Controller / Director of Human Resources
Comfort Inn Airport
Salt Lake City, UT
06.2002 - 03.2005
Managed AP and AR operations, coordinating staff workflows and reviewing completed work to reduce errors.
Supervised and coordinated assigned audits ensuring accuracy and timely completion.
Oversaw cash and merchant services, as well as processing of accounts payable and receivable, to ensure invoices were paid on time.
Coordinated and finalized quarterly and annual financial reporting packages.
Maintained general ledger and chart of accounts, performed complex accounting functions such as journal entry preparation, account analysis, balance sheet reconciliation and preparation of quarterly financial statements.
Oversaw financial reporting, accounts payable and receivable, asset coordination, account management and budgets.
Monitored accounting, payroll and financial reporting activities.
Administered payroll for employees and oversaw corporate payroll reconciliation and tax activities.
Assistant Controller
HB Boys, LLC
Salt Lake City, UT
07.2001 - 06.2002
Reconciled bank account statements and generated daily sales reports for more than 50 Burger King restaurants and convenience stores
Uncovered, reconciled, and recovered a pre-existing theft of more than $1.2 million over six months by an unmonitored vendor
Analyzed and projected cash flow from 7 bank accounts for planning and budgeting
Assistant Controller
Sundance Partners, Ltd.
Sundance, UT
01.1999 - 04.2001
Created financial statements and daily revenue reports, and and analyzed reports for planning sessions with Controller
Worked with Controller, Sales Team, and Management to create annual budgets
Performed bank account reconciliations for the Sundance Resort and its various entities
Supervised accounts payable, accounts receivable, and payroll
Hired and trained accounting staff
Assisted with accounts payable, accounts receivable and processing of payroll when time shortages required extra bandwidth
Sr. Business Partner - Sr. Customer Experience - Lead Logistics at A.P. Moller - MaerskSr. Business Partner - Sr. Customer Experience - Lead Logistics at A.P. Moller - Maersk