Detail-oriented professional with experience in developing financial models and reports. Offers great budgeting, forecasting and cost analysis skills.
Overview
26
26
years of professional experience
1
1
Certification
Work History
Director, Finance
VOX NUTRITION
12.2022 - 05.2023
As Head of Finance, deployed compliance standards to improve accounting accuracy, safeguard company assets, and streamline processes
Enhanced company-wide reporting through governance designed to preserve data integrity, security, and usability
Business partnered with internal stakeholders in assessing financial performance and strategic initiatives across finance, sales, marketing, and operations
Established comprehensive operating and capital budgets, meticulously monitoring projected cash flows and expenses, adjusting forecasts as necessary, and implementing internal audits
Optimized profit & loss reporting cycles, seeking out underlying performance factors
Exhibited effective presentation skills by articulating findings to C-Suite management in an impactful manner.
Streamlined financial processes for improved efficiency and accuracy in reporting.
Ensured compliance with regulatory requirements to protect company assets and mitigate risks.
Collaborated with C-level executives and stakeholders to develop long-term financial plans.
Vice President, Finance
SYNERGY SCIENCE INC.
12.2021 - 10.2022
As an executive leader, exhibited business acumen in assessing strengths and weaknesses of organization’s financial performance
Enhanced morale by aligning employee resource with corporate directives designated to unify company culture, synergize business activities, and promote excellence
Secured capital funding to support business operations
Partnered with CEO to moderate solvency risk associated with international influences, industry hurdles, and competitive business environments
Aligned accounting with GAAP, ensuring accurate financial reporting and compliance with industry standards.
Cultivated strong relationships with key stakeholders, including customers, vendors, regulators, and community leaders to promote collaboration and long-term success.
Streamlined operations to maximize business efficiency and profits.
Director, Analysis
NEWAGE, INC. (formerly Morinda Inc.)
09.1998 - 08.2021
Responsibilities centered on being a tributary finance expert supporting Operations, Marketing, and Sales
Delivered transformational leadership in creation of Analytics division from ground up
Standardized financial benchmarks in close coordination with company’s President and Marketing VP
Headed high-performing Business Intelligence team comprising data scientists, analysts, and contracted experts
Attained planned gross profit in Newage Inc.’s 60+ markets by implementing R&D budgets, sales price strategies, and cost reduction initiatives
Orchestrated weekly, monthly, and quarterly KPI models to partner with stakeholders in assessing financial performance and strategic initiatives
Deployed data solutions for 135 internal users.
Developed high-performing teams by providing mentorship, guidance, and opportunities for professional growth.
Assisted with sales and marketing strategies to foster achievement of revenue goals.
Insurance Producer (part-time)
ELYSIUM FINANCIAL
01.2022 - Current
Influential in helping clients achieve their financial goals by providing pivotal fiduciary guidance
Provide tailored recommendations to guide clients towards optimal financial strategies and investment decisions, with the goal to navigate complexities, optimize earnings, and preserve accumulated wealth.
Built relationships with clients using active listening and issue resolution to provide excellent service.
Maintained up-to-date knowledge of industry trends and regulations, ensuring compliance in all transactions.
Education
MBA - Business Administration and Management
University of Utah
Salt Lake City, UT
2013
Bachelor of Science - Business Management
Utah Valley Univeristy
Orem, UT
Skills
Strategic Planning & Implementation
Budget Management
Profit & Revenue Optimization
Analytics: liquidity, profitability, efficiency, and investing
Financial Modeling
Interpersonal Communication
Leadership Skills
Confidentiality & Business Ethics
Risk Management
KPI Tracking
Asset Control
Financial Management
Critical Thinking
Financial Information Systems
Staff Management
Cost Control
Account Reconciliation
Strategic financial planning
Performance metrics evaluation
Internal Controls
Budget Planning
Approachable leader
Performance Benchmarking
Due diligence
Leadership and People Development
Revenue Growth Strategies
Business process improvement
Strategic business planning
International Finance Management
Capital Expenditure Planning
Debt and Equity Financing
Analytical and Critical Thinker
P&L Management
Executive Leadership
Financial Leadership
Timeline
Director, Finance
VOX NUTRITION
12.2022 - 05.2023
Insurance Producer (part-time)
ELYSIUM FINANCIAL
01.2022 - Current
Vice President, Finance
SYNERGY SCIENCE INC.
12.2021 - 10.2022
Director, Analysis
NEWAGE, INC. (formerly Morinda Inc.)
09.1998 - 08.2021
Resident Producer Individual - Life Insurance
MBA - Business Administration and Management
University of Utah
Bachelor of Science - Business Management
Utah Valley Univeristy
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Credentialsandproficiencies
MBA, Finance Emphasis | University of Utah, David Eccles School of Business
Resident Producer Individual - Life Insurance | State of Utah Insurance Department
Microsoft Office Suite
G Suite
Oracle EBS
SAP
JIRA
QuickBooks Online
Credentials Proficiencies
MBA, Finance Emphasis | University of Utah, David Eccles School of Business
Resident Producer Individual - Life Insurance | State of Utah Insurance Department
Microsoft Office Suite
G Suite
JIRA
Oracle EBS
Fishbowl Inventory
QuickBooks Online
Characteristics
Father
Landscaper enthusiast
BYU through & through
Highlights Accomplishments
20 years of management experience. Acknowledged for hiring and directing highly effective multicultural teams.
15 years of integrated finance background, with agility to take full ownership of Accounting & Finance duties for organizations in varying industries.
Exemplary budget-to-actual analysis: identifying cause of variances and initiating corrective measures to mitigate future deviations. While at Vox Nutrition, performance metrics illustrated that corrective measures produced economical gains within first 30 days of implementation.
Acquired an innate ability to translate data into actionable information; thereby, partnering with executives in setting strategy, executing to plan, and maximizing company resources.
Recognized for driving an entrepreneurial approach to revenue-generating activities in support of increasing cash, servicing debt, mitigating financial risk, and increasing shareholder wealth.
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