Samuel Winterton
Orem,UT
Summary
Finance leader with extensive expertise in financial planning and analysis. Skilled in budgeting and forecasting, facilitating strategic decision-making and team mentorship. Advanced Excel and modeling capabilities, coupled with strong communication skills, enhance operational efficiency and provide impactful financial insights that drive success.
Overview
13
13
years of professional experience
Work History
Director of Finance
Western Governors University
Salt Lake City, UT
10.2021 - Current
- Managed FP&A support for four academic colleges within $2B+ nonprofit online university.
- Streamlined budgeting and forecasting processes, reducing cycle times while enhancing accuracy.
- Delivered executive-level presentations, translating financial insights into actionable strategies.
- Mentored finance team members to enhance their skills and professional growth.
- Developed models to assess ROI on academic program launches and digital transformation initiatives.
- Collaborated with cross-functional teams on strategic financial initiatives and performance metrics.
Product Manager
Entrata
Lehi, UT
08.2020 - 07.2022
- Directed cross-functional teams of developers and analysts, delivering FP&A software solutions.
- Managed product lifecycle from concept through launch and post-launch analysis.
- Enhanced data integrity and forecasting accuracy for HR and Finance departments.
- Applied agile methodology to align technology solutions with business objectives.
Finance Manager
Utah Valley University
Orem, UT
07.2017 - 08.2020
- Developed multi-scenario models to assess large-scale capital and academic projects.
- Coordinated interdepartmental budgeting to facilitate data-driven investment decisions.
- Acted as finance liaison for technology implementation projects, enhancing process automation.
Senior Internal Auditor, IT
Utah Valley University
Orem, UT
08.2015 - 07.2017
- Developed and executed IT and operational audit programs to ensure compliance and mitigate risks.
- Evaluated internal controls for compliance with established policies and regulations.
- Spearheaded internal audit initiatives that enhanced data governance and strengthened financial controls.
Budget Analyst
Utah Valley University
Orem, UT
04.2013 - 08.2015
- Developed and maintained annual budget model and executive dashboards for university.
- Automated state-mandated reporting processes to enhance efficiency.
- Created scalable financial workflows to streamline operations.
Education
Master of Business Administration - Provo, UT
Brigham Young University – Marriott School of Business
Provo, UT01.2019
Bachelor of Applied Science - Accounting
Utah Valley University
Orem, UT01.2014
Skills
- Financial planning and analysis
- Budgeting and forecasting
- Strategic decision support
- Cash flow management
- KPI development and metrics
- ERP implementation
- Team leadership
- Executive communication
- Valuation and modeling
- Advanced Excel skills
- Python programming
- Adaptive Insights expertise
- Workday proficiency
- SQL knowledge
- Financial reporting
- Data visualization
Timeline
Director of Finance
Western Governors University
10.2021 - Current
Product Manager
Entrata
08.2020 - 07.2022
Finance Manager
Utah Valley University
07.2017 - 08.2020
Senior Internal Auditor, IT
Utah Valley University
08.2015 - 07.2017
Budget Analyst
Utah Valley University
04.2013 - 08.2015
Master of Business Administration - Provo, UT
Brigham Young University – Marriott School of Business
Bachelor of Applied Science - Accounting
Utah Valley University