About Us

Karl Farnsworth, President & CEO of CFO International, P.C., is a licensed CPA with Lean/Six Sigma certification, who has strong multinational CFO and operational experience in both private and public companies experiencing rapid growth. Before founding CFO International, P. C., Karl was CFO of Amedica Corporation, a company that launched its IPO in February 2014. Before that he was the SVP & Treasurer of Energy Solutions, Inc. (NYSE:ES) also in Salt Lake City, where he managed the corporate risk function, M&A, and cash management in over 20 affiliated companies with their combined debt portfolio of over $1 billion.

Before relocating to Salt Lake City, Karl was CFO in Atlanta for a $0.9 billion business unit, Alcan Products Corporation of the Rio Tinto Group, during which he led a six-year period of multiple, consecutive, record-breaking profit generating years. While serving in that function, Karl also spearheaded a significant cash generation project with Rio Tinto’s $9 billion Engineered Products Group based in Paris, France, that is credited with having generated over $200 million in sustainable working capital improvements. At the same time, he led a $100 million investment project into mainland China for manufacturing and marketing infrastructure to penetrate China’s vast domestic market with high-tech electrical aluminum alloy products.

Early in his career, Karl was appointed CFO within the German publically-traded Rheinmetall Group, for its North American Machinery Division in Enfield, Connecticut, which specialized in world-class engineering and manufacturing of winders, sheeters, coaters, and folding-carton gluers in the paper, film and foil industries. During a 10-year period, Karl led the Division’s financial and strategic functions to all consecutive profitable EBITDA results, record organic growth as well as multiple acquisitions in synergistic industries. The US-based manufacturing footprint more than quadrupled, while keeping the skilled CNC labor force committed and loyal without the penetration of unions.

Karl holds an Executive MBA degree from The Ohio State University in Finance and Operations Management and a Bachelor of Science Degree in Accounting from Brigham Young University. He has served on numerous international Boards as Director and is fluent in German. Karl has participated with Angel, V.C. and Private Equity investors for small to mid-sized businesses’ needs. He has a strong acumen in cash generation, whether through improving working capital, debt management or raising equity. His client list includes but is not limited to the following organizations: Axis Development, LLC., Pharmatech, Inc., AmeriTech College of Healthcare, AmberEnergy North America, Inc., Lighthouse Resources Inc., Amedica Corporation Inc., Culligan International, Sentinel Field Services, LLC, Schuff Steel, Mountain States Steel Company, Thermal Imaging Radar, LLC, Terahertz Device Corporation, Rodmax Oil & Gas, Inc., Bronco Utah Operations, LLC, Précis Professional Beauty, LLC, KB Lumber Company, Segment Media, LLC, Valkyrie Group, Global Stone and Tile Inc., CoCo Joy LLC, Earthspring Organics LLC, FLSmidth, Inc., Unified Benefits, ProdataKey, Wrench AI, Infinity Energy, and Sundance Strategies.

Mr. Waller is an operationally focused CFO with a broad range of experience, particularly in the lower middle market leading finance and accounting teams through transition periods to the next level of maturity. He served as the CFO for three different private equity backed businesses, taking one through a very successful liquidity event. He also recently worked for a major international consulting firm, primarily providing M&A integration services. Other work experiences include turnaround work as an interim CEO, raising a search fund to identify and acquire a platform business, and serving as a Controller for a machine tool manufacturer in the UK. Mr. Waller holds an MBA from Harvard Business School and a B.S. in Accounting from Brigham Young University. He also speaks Korean.

EXPERIENCE

Houston, Texas, United States

KV Power, LLC – CFO (2019 – 2020)

Led the finance and accounting team of this former client, a PE-backed, $130 million electrical contractor, through a period of significant growth and change, including year-over-year revenue growth of 60%, a $5 million increase to its $30 million credit facility, and the implementation of a new ERP system. Implemented new processes and procedures for generating financial statements, 13-week cash flow forecast, and credit compliance reporting. Successfully led the Company through its first balance sheet audit. 

Alvarez & Marsal – Director, CFO Services (2017 – 2019)

Provided financial and accounting consulting services to clients on behalf of this international firm renowned for its financial and operational expertise across multiple industries. Assisted future employer, KV Power, LLC, understand and remediate a 50% overstatement of inventory on its opening balance sheet, post-recapitalization by its PE partner. Led the finance and accounting work streams for a client’s $1.8 billion acquisition of a competitor in the midstream gas compression space, as well as for the merger of two PE-backed competitors in the market research and information services industry with combined revenues of $600 million.

TMW Advisors / Great Life Home Care – Founder (2015 – 2017)

Launched a part-time CFO practice targeting the lower middle market. Founded a start-up home healthcare agency to serve needs of the growing senior segment of the population.

The Signature Group – CFO (2014 – 2015)

Led the creation of financial and accounting systems/processes at this PE-backed consolidator of funeral homes and cemeteries in conjunction with its second major acquisition, which more than doubled sales and expanded the company’s footprint from one to four states. Managed the implementation of new POS software across six new locations in three states based on industry-specific GAAP and state-specific compliance standards. Managed all aspects of working capital, banking relationships, trusting of unearned cash receipts, state compliance reporting, and annual audit and tax preparation.

Tri-Star Protector Service Co. – CFO (2011 – 2014)

Led the implementation of new systems and processes during rapid growth of this PE-backed, $30 million oilfield and OCTG supplier. Collaborated with CEO, private equity owners and investment bank to market the business for a successful liquidity event, generating pre-tax IRR in excess of 135%. Oversaw diligence prep, including the successful completion of annual audits and QOE report. Installed new perpetual inventory system; re-organized storage of physical inventory, including the addition of over 60,000 square feet of storage space; and, updated cost accounting procedures and reports. Managed implementation of new CRM system for company’s service revenue stream.

EDUCATION

Harvard Business School (2004)

MBA, General Management

Brigham Young University (1996)

BS, Accounting

PRIOR PROFESSIONAL EXPERIENCE

HeadRoom Corp – CEO (2009 – 2011)

BackSaver Acquisition Corp – CEO (2006 – 2008)

Waller Capital Group – Managing Principal (2004 – 2006)

Winbro Group Technologies, Ltd. – Controller (2000 – 2002)

Arthur Andersen LLP – CPA, Audit Senior (1996 – 2000)

Randy Plant graduated magna cum laude from the University of Utah with a BA degree in accounting in 1974 and received his MBA degree from Northwestern University in 1975. He has been a Certified Public Accountant since 1976 and received the Chartered Global Management Accountant designation in 2012.

Randy began his career with the international accounting firm of Arthur Andersen & Co. where he was promoted to audit senior and audit manager during his nine years there. He was responsible for the audits of major public and private companies and other entities and consulted on many of their transactions. His industry experience includes manufacturing, the service sector, benefit plans and charities.

From 1985 to 1997, Randy was the Vice President Controller for the Huntsman group of companies which during those years grew from a two location entity with about $150 million in sales to one with over 50 locations and $5 billion in sales (the largest privately held chemical company in the U.S.). This growth was achieved primarily through 15 domestic and international acquisitions. Randy was part of a team which performed due diligence, negotiated financings, and assimilated and consolidated acquired companies. He eventually directed an accounting staff of over 150 professionals worldwide which integrated management and financial reporting involving over 30 subsidiaries. He participated in a successful “road show” to place publicly held debt and is familiar with SEC reporting.

From 1997 to 2003, Randy was the CFO of Flying J Oil & Gas Inc. As the company was preparing for an initial public offering, a sale opportunity developed and Randy’s responsibilities shifted from preparing for an IPO to one of preparing for a sale, which took place in 2003. During those years, Randy coordinated the financial analysis and due diligence of acquisitions and divestitures of many properties.

From 2003 to 2011, Randy was CFO of AlphaGraphics, Inc. a worldwide franchisor of over 270 business centers. In addition to corporate CFO responsibilities including risk management, legal, distribution, and building tenant leasing, Randy advised many of the small business franchise owners with their transactions and growth strategies.

From 2011 to 2017, Randy was Finance Director at BioFire Diagnostics, LLC, where he performed most of the treasury functions for the $165 million revenue medical diagnostic equipment manufacturer. Randy was part of the team which assisted in the 2014 sale of BioFire to BioMerieux S.A. in a $450 million transaction.

Since February 2017, Randy has worked as a consultant providing CFO services to companies with a focus on those looking to a future transaction. His services include overseeing the improvement of financial controls and reporting, selecting tax, audit, payroll and credit services, negotiating financings, strategic consulting and other services typically associated with a Chief Financial Officer.

Summary:     Jon Black has founded, built, and successfully sold several companies. His former clients include Coca-Cola, RJR Nabisco, RCA, Novell, IXL, Banner Health, St. Jude’s, Duke University, Nu Skin Enterprises, and hundreds of other top-tier companies. Mr. Black has become a sought-after consultant and business development SME, having spoken at industry conventions both nationally and internationally, interviewed by the Wall Street Journal, quoted in Forbes and Entrepreneur magazines, and featured regionally on NBC, ABC, Fox TV and nationally on CNNfn, CNN.com, MSNBC and many other media outlets.

Founder, Groviv, LLC, 2014 – 2017

• Developed, launched, and successfully sold this high-tech farming startup – with over 50 pending patents, to a public company at a final valuation of over $30M.

President and CEO, Terillion, Inc., 2011 – 2014

• Developed, launched, and patented an online marketing and reviews-based product line that was employed in hundreds of retail businesses nationwide. Although the technology was adopted across several industry segments, this company ultimately failed, giving Jon the greatest learning experience of his career.

President and CEO, checkMD.com, 2008 – 2011

• Developed, launched, and grew checkMD into a “Top 5” physician directory site that was featured on over 90 media outlets, then followed consumer and market trends that led to a patent-pending reviews-based product line in the healthcare industry.

President and CEO, GetProof, Inc. 2001-2008

• Bought this existing business, then executed on a business plan that tripled sales and ultimately led to the successful sale of the company to the top player in the space.

Founder and President, GetProof.com, 2000 – 2001

• Developed a patent-pending business process in the credentialing industry that led to the sale of the business and its associated IP.

Founder and President, NorthStar Direct, 1995-2000

• Founded this training and consulting company and grew it to a successful acquisition.

Director of Sales, R. I. Webber Company, 1989-1995

• Drove sales to nearly $20M annually for this small (4 FTE’s) manufacturer’s representative of commodity raw materials. Negotiated and closed contracts with corporate customers and suppliers in China, Mexico, and the United States.

Relevance:    Jon Black can find, strategize, and execute to deliver unseen revenue opportunities to your company. With a successful sales, marketing and business development background, as well as several industry and market innovations, Jon sees things others miss.

Other:           Bi-lingual – fluent in Spanish and English, extensive international business experience, “Enlightened 50” Nominee, American Society for Training and Development, Golden Key National Honor Society, multiple scholarships, Dean’s honor list, all league, two CIF championships, one state championship, Eagle Scout.

FINANCE EXECUTIVE

A goal-driven and meticulous financial executive possessing the natural business acumen for financial leadership that enhances productivity and drives sustained organizational performance using performance management practices in the areas of analysis, budgeting and forecasting, financial statement preparation, internal controls, operations, reporting, administration and risk management. Strong communication and organization skills to deliver management support in day-to-day activities as well as long term goals. Strong expertise in innovative problem-solving skills, solving complex situations as a team-player in a fast-paced environment. Highly proficient in technology with ability to build and maintain relationships though personable interfacing. Instrumental in streamlining and improving processes, enhancing productivity, and implementing industry and non-industry solutions. Analytical goal-oriented personality and strong work ethic, with innate ability to communicate financial information to others who do not have a financial background. Conversant in Mandarin Chinese.

Areas of Expertise

Strategic & Tactical Planning ● US GAAP ● Negotiations & Acquisitions

Cash Management ● Human Resources ● Tax & Regulatory Compliance ● Market Trends

Information Systems & Technology ● Outsourcing & Off-Shoring ● Corporate Controllership Organizational Roadmaps ● Budgeting & Forecasting ● Cultural Sensitivity Competitive Analysis

Risk-Management ● Financial Analysis

International Financing Reporting Standards ● Foreign Currency

Professional Experience 

CADENCE INNOVATIONS GROUP, INC., South Jordan, Utah 

Chief Financial Office  (2018 – Present)

PSD INTERNATIONAL, LLC, Lindon, UT

Vice President of Finance/Chief Financial Officer (2016-2017)

• Executive financial management for all aspects of daily accounting, budgeting, forecasting, planning and analysis, taxes, cash management and human resources.
• Financial and accounting department setup and development. Beginning with software implementation, chart of accounts development, policies and procedures and employee development.
• Management of debt service, private, and lending institutions.
• Manage month-end, quarter-end and annual financial close and reporting process.
• Introduction, establish, train finance employees for new segregation of duties, related to internal controls and risk mitigation.
• Analyze finance and operational data, in comparison with forecast, budget to identify areas of improvement, concern and successes.

UNIVERSAL BUSINESS INSURANCE, INC., Salt Lake City, UT

Chief Financial Officer (2008 – 2016)

• Essential member of executive management tasked with recessionary turnaround planning and processes. Working with the CEO to develop and implement strategic plans for reestablishing profitability as well as financial and operational stability.
• Developed process for job-costing and profit-tracking by job function, department, and location, transforming loss through cost reduction of $1M+ and increasing revenue by $1M+ within 16 months for head office location.
• Created employee development and training program for organic growth and retention of talent.
• Key conversion of paper and labor-intensive processes to 50% paperless, electronic processes.
• Introduced strategic changes with increased focus and accountability at multiple locations, improving internal audit results.
• Improved cash positioning by 33% with an annual savings through negotiations with banks, note holders and equity investors.
• Critical negotiations of employee benefit coverage with reduction of annual commitments by $150K, while improving coverage.
• Identified and focused on key drivers by refining strategic planning and forecasting models, resulting in 15% improvement of cash and increasing ROI by 17%.
• Lead internal risk-management team through discovery, analysis, and implementation phases, reducing cost through developing owner transfer and continuity plan.
• Lead acquisition and negotiations that closed 4 deals in 5 years, increasing revenue by 25%.

TELEPERFORMANCE USA, INC., Salt Lake City, UT

Controller (2005 – 2007); Corporate Controller (2007 – 2008)

• Improved, simplified project and location costing and profit tracking metrics for domestic and international-based accounting and finance personnel in 6 countries.
• Working with the CEO and CFO on all mergers and acquisitions. Increased focus and accountability through negotiation, analysis, proposal, and integration planning, increasing company revenue from $250M to $750M in 24 months.
• Identified and implemented techniques that reduced closing processes and improved forecasting and budgeting models for all domestic and international locations, contributing to 15% reduction in reporting time.
• Deployed strategic reporting plans with subsidiaries, reducing overall costs by $250K annually.
• Developed renewable debit cards program for 3K+ non-direct deposit payroll employees through collaboration with banking institutions.
• Created dashboard for the CFO, and CEO for daily change in foreign currency rates, which translated into cash management decisions, generating positive returns of holding or moving cash.

AFFILIATED COMPUTER SERVICE, Sandy, UT

Divisional Controller (2003 – 2004); Regional Controller (2004 – 2005)

• Successful implementation and result of SAS 70 Type 2 audit.
• Successful implementation of Sarbanes and Oxley requirements.
• Transformed cost center into a revenue contribution center, and launched new sites in Ghana, Mexico, and Kentucky.
• Improved contract modeling and forecasting tools to win contacts with Tyson Foods, Honeywell International, universal-NBC, Office Depot, and General Electric.
• Drove all contract and pricing negotiations by integrating foreign and domestic operational financial statements to the base US dollar statements for reporting to investors and markets.
• Reduction of Month-End, Quarter-End and Year-End reporting from 6 days to 4 days through the development of standardized reporting forms and processes.

MORRIS, DREDGE, AND COMPANY CPAs, Salt Lake City, UT

Department Manager (1997 – 2003)

• Reshaped client relations through implementing new review process of client financial statements.
• Redesigned process to reduce the time required to prepare, review, etc client financial statements through the use of staff training, strategic planning and use of technology.
• Key consultant for operational processes and profit improvements through software packages.
• Consulted with multiple clients to create strategies to improve cash flow, reduction of taxes, improve banking and finance relationships, and strength financial positions.

Education

Master of Business Administration, Financial Management, University of Utah
Bachelor of Science, Accounting, University of Utah
Certified Public Accountant, State of Utah

Consulting Chief Financial Officer – M&A, Raising Capital, Systems & Procedures, repairing your financial reporting to become an effective tool for management and investors —- Investor Relations, SEC Reporting, Growth

BJ Mendenhall graduated from Brigham Young University’s School of Accountancy in 1983 and is a Utah Licensed Certified Public Accountant.  BJ has executive experience in both public and private companies.

Chief Financial Officer of Public Companies:

Cleanroom manufacturing & construction — Daw Technologies – NASDAQ

Medical device manufacturing & development – Computer Thermalized Imaging — COIB

Rollup of carpet cleaning companies – Ventrui Technologies Inc. — OTC

Chief Financial Officer of Privately / Venture Capital owned Companies:

Broadcast industry – Bonneville Satellite / Simmons Satellite / France Telecom– $125 m

Travel corporate, leisure & incentive – Morris Murdock Travel — $120 million

Retail, Restaurant, Event, and Property management – Gardner Village $12 million

Digital Signage & internal communications – Keystone Enterprise Services $12 million

Consulting Chief Financial Officer of Privately / Venture Capital owned Companies:

Medical device – Scientia Vascular

Security technology – Prodata Key

Door to door security & solar sales – Mint

Jewelry manufacturing – Lashbrook

Manufacturing & retail outlets – IntelliBed

Video monitoring & Security – Live View Technologies

Other accounting experience:

Network Marketing — Nature Sunshine

Franchise – Magic Tan

Experience

SENIOR CONSULTANT

Shaw Systems, Houston TX, Richmond VA 2016 – Present

Shaw Systems develops loan software for North American banks and financial institutions, providing software for seven out of the ten largest US banks.  Working with the client’s top management, analyze and strategize complete replacement of current financial software including improvement of most business processes and controls to state of the art.

VICE PRESIDENT

Zions Bancorp, Salt Lake City, UT 2008 – 2016

Department Systems Manager of all troubled loans for the six banks (Amegy Bank of Texas, Vectra Bank of Colorado, National Bank of Arizona, Zions First National Bank, Nevada State Bank, California Bank and Trust) in the Bancorp.

CHIEF EXECUTIVE OFFICER\PUBLISHER

Connection Publishing, Inc. (Novell Connection Magazine), Provo, UT 1992-2008

Monthly magazine targeted to computer networking professionals world-wide with over 170,000 subscribers.

• Responsible for all business aspects of the publication.
• Directed day-to-day operations including advertising force management, contract negotiations, marketing promotions, circulation management, printer contracts, web site, company computer networks and legal engagements.
• Managed all financial and accounting functions including treasury, stock issues, cash management, accounting personnel, CPA engagements, and banking relationships.

DIRECTOR\PUBLISHER

Novell, Inc., Provo UT 1992-1998; Computer networking company

Director of End-User Services; Publisher of NetWare Connection Magazine

• Directed end-user technical support programs and marketing and to IT professionals world‑wide who administered Novell networks within their companies. Traveled extensively throughout the world.
• Responsible for large technical conferences and events world-wide.
• Published monthly publication of “NetWare Connection” magazine. (See description above.)

CHIEF FINANCIAL OFFICER

MiniWorld Inc., Provo, UT 1990-1992; Manufacture/retail of children’s clothing

• Direct responsibility for management of financial and information technology areas of MiniWorld, including cash management, accounting personnel, CPA engagements, contracts, and IT services.

VICE PRESIDENT OF ACQUISITIONS & DEVELOPMENT

Extra Space Development Inc., Cambridge, MA; Chicago, IL  1985-1990

• Project management responsibility for the acquisition and development of large mini-storage facilities as well as other commercial estate developments such as hotels and breeder warehouses.
• Managed all aspects of negotiations for corporate real estate loan needs.Negotiations included over $20,000,000.00 in commercial real estate loans.

SENIOR FINANCIAL ANALYST; SYSTEMS AND DATA PROCESSING

American Express Company, N.Y.C., Salt Lake City  1981‑85

• Responsible for financial analysis and budgeting of Systems and Data Processing department which had a budget of over $25,000,000.
• Project initiation for developing performance and cost reports for all operations areas of Travelers Cheque, including the development of performance standards and unit costs of all components.
• Initiated or reviewed all projects having to do with personal computers and coordinated user‑community efforts throughout Travelers Cheque Headquarters. Projects include the computerization of the Headquarter budgeting system of over $50 million, designing and implementing a database to track the in-house and external training for over 1,500 employees.

Education

MASTERS OF BUSINESS ADMINISTRATION

Brigham Young University, Provo, Utah  1981

• Member; Beta Gamma Sigma, Honorary Society of Business Management
• Dean’s List (Top 5% of Graduate School of Business).

BACHELOR OF SCIENCE

Brigham Young University, 1978

Major:  Accounting  Composite Minor:  Economics and Business Management

Additional

SKI INSTRUCTOR:                                           Sundance; Snowbird Utah.

STUDENT REPRESENTATIVE:                        Scholarships and Awards Faculty Committee, B.Y.U.

Aud is an experienced Certified Public Accountant who has worked in the industry since 1995. She specializes in consulting and write-up work for small- to medium-sized businesses and tax preparation services for S corporations, partnerships, and individuals. Aud earned an associate degree from Bedriftsøkonomisk Institutt or the Norwegian School of Management in 1989. She then graduated cum laude from the University of Utah in 1993. She received her MBA degree from Brigham Young University in 1995.

EXPERIENCE

CPA/ Tax Preparer, Barber Tax Service, Draper, Utah, January 2015 – present

• Prepare individual, corporate, and partnership, non-profit , and payroll tax returns
• Communicate tax savings strategies with clients
• Prepare financial statements for clients using Quickbooks and provide clients with Quickbooks assistance
• Communicate with the IRS on behalf of clients
• Write articles of incorporation to form new limited liability companies with the State and file S Corporation status election forms with the IRS

Senior Accountant, Haynie & Company, CPAS, Salt Lake City, Utah, June  1995 – July 2001 and tax season 2002 and 2010

• Prepared individual, corporate, partnership and not-for-profit tax returns
• Audited clients, prepared work papers, and wrote audit reports
• Trained staff in audit field work
• Conducted payroll audits for health and welfare plans
• Prepared review and compilation reports
• Performed agreed-upon procedures and prepared reports for clients
• Provided consulting and write-up work for clients
• Communicated with the IRS on behalf of clients
• Taught in-house continuing education classes

Shipbroker’s Assistant, F.H. Lorentzen and Sons, Oslo, Norway, June 1989 – August 1990 and Summer 1991

• Compiled and wrote daily market report, conducted research on monthly average tanker charter rates, and wrote charter party contracts

VOLUNTEER EXPERIENCE

Treasurer and Board Member, International Peace Gardens Norway Section, Salt Lake City, Utah, May 2011 – present

• Prepared financial statements and Form 990
• Wrote Articles of Incorporation and filed all applications with federal, state, and local authorities for income tax and sales tax exempt status

Tax Preparer, Volunteer Income Tax Assistance Program, Salt Lake City, Utah, February 2014 – April 2014

Cub Den Leader and Merit Badge Counselor, Boy Scouts of America, February 2008 – December 2019

SKILLS

Good knowledge of Lacerte Tax, Ultra Tax, and Drake Tax Software, Quickbooks, Microsoft Word and Excel

Fluent in English and Norwegian

Good knowledge of Swedish and Danish

LICENSES

Certified Public Accountant licensed in the State of Utah since 1996

MEMBERSHIPS

Member of the American Institute of Certified Public Accountants

EDUCATION

Brigham Young University – Marriott School of Management, Master of Business Administration Degree (MBA) – 1995, Provo, Utah

University of Utah – David Eccles School of Business, Bachelor of Arts Degree (B.A.) – Accounting, 3.8 GPA, Cum Laude – 1993, Salt Lake City, Utah

Yan began his career in life sciences and medical device manufacturing with Edwards Lifesciences.  Establishing and improving regulated systems for global design, engineering, manufacturing and supply chain across 10+ countries was achieved by Yan and team within his 13 year tenure.  He quickly advanced the Information Technology leadership ranks becoming a director before the age of 28 holding leadership positions in network data center infrastructure, cyber security, business intelligence, software engineering, financial, supply chain and quality systems.  Yan helped launch several centers of excellence operations to produce transcatheter heart valves, critical care electronics monitoring equipment and cannulae manufacturing helping Edwards grow from $700mm to over $1.5B.  Yan then continued his pursuit of “helping to save lives with technology” joining SelectHealth, a not-for-profit insurance payer within the Intermountain Healthcare system.  At Intermountain Healthcare/SelectHealth Yan led the technology architecture, business analysis, quality and software engineering integrations with the Affordable Care Act healthcare.gov platform, Yan helped orchestrate payer and provider systems Agile software development lifecycle transformations enabling efficient technology development.  Yan was then recruited to be the Chief Information Officer of Utah’s largest conglomerate group of companies leading technology development and cyber security risk management for an NBA sports team, 65 auto dealerships, financial and insurance companies along with 60+ other businesses within the Miller group of companies.  After a short period as head of platform-as-a-service at Pluralsight, one of Utah’s unicorn status companies, Yan ventured onto the entrepreneurial world.  Co-founding several small startups in the new Utah industrial hemp sector, Yan helped launch several cannabidiol health supplement brands under Healthy Hive and improved the supply chain from farming to retail including agriculture automations. Yan maintains his technology cost saving consulting and sourcing business. Yan has also helped develop a business process outsourcing (BPO) in Indonesia staff augmentation business that has created high-tech opportunities in a third world country.  Currently the staff BPO and staffing business is employing 80+ technical worker team members in cad design, cgi animation, contracts processing, customer service, electrical, mechanical and software engineering practices.  In less than 2 years, EternaIndonesia.com is on pace to be one of the fastest growing small businesses process outsourcing companies in the country.

Yan is currently an advisor to Infinity Energy (former CEO), a renewable energy and battery energy storage engineering procurement and construction company based in the Sacramento, California suburb of Rocklin.  Yan had led the team to grow revenue over 200% since joining in 2020, initially as CTO.  As the CEO Yan helped the team endure the challenging COVID-19 pandemic era of supply chain disruptions, shutdowns and unprecedented inflation.  Continuing to improve not only top line revenue growth during a global pandemic but simultaneously improving bottom line efficiencies was one of Yan’s greatest business challenges and accomplishments as a leader.  Leveraging his analytics and business intelligence acumen, focusing on key metrics and measuring everything helps find inefficiencies and waste, down to the hour or penny.  As CEO and always having a CTO aptitude, Yan has sought to find the next generation (made in the USA) sustainable energy technology since photovoltaic solar and battery supply chain disruptions have proven to be longer term problematic.  Finding the next best sustainable energy technology to help preserve the earth and meet the growing electricity needs with increases in electrification of transportation and computing technology needs is now Yan’s personal mission, vision and purpose.

Yan is currently a partner in several entities that has invested in magnetic sustainable energy technology development as well as water management technology.  Several promising magnetic technology innovations are making it through the patent and commercialization efforts that Yan has been involved in.  Academic and scientific validations are being led by Yan to ensure the publication and adoption of potential break-through scientific discoveries helping inventors bring the new sustainable energy technology to mass market adoption in record time.  In addition, Yan has partnered up with several carbon graphene scientists and global manufacturing entities to accelerate the release and manufacturing of American made super capacitor batteries.  Yan is passionate about bringing to pass an “abundance of energy” very similar to how “mobile cellular broadband internet” transformed how humans share information and modernize life.  Yan is helping to realize a future where every home and business can produce more than enough electricity for their own consumption and become self reliant.

 Yan is available as a consultant, advisor or virtual executive (fractional CEO, CTO, CIO).

Summary

Financial and operations officer experienced in leading and motivating teams in rapidly changing public and private business environments.  Developed a reputation of high performance, technical expertise, curiosity, mentorship, integrity and accuracy in financial reporting, operational analysis, guidance and sales and marketing in multiple organizations.  A team player, instrumental in the successful turnaround or sale of five companies.  Negotiated the acquisition, financing and integration of several competitors in various industries.

Skills and Abilities

Over the past 40 years has served in a variety of functional accounting, operating and executive roles in privately owned, private-equity owned and publicly owned companies.  Participated in several acquisitions, integrations, dispositions, troubled debt restructuring, turnarounds and capital raises.  Skills include:

Financial Accounting System Design and Operational Reporting

Simplifying Production and Analysis – Process, Discrete and Modular Systems

Debottlenecking and Root Cause Analysis Procedures

Designing Incentive Compensation, Gainsharing and Key Performance Indicators

Forecasting, Budgeting and Flexible Performance and Revenue Analysis

Mergers, Acquisitions and Post-Transaction Integration Procedures

Evaluating and Reporting Right of Use Asset Finance and Operating Leases

Price, Volume and Absorption Variance Reporting

Preparing SEC Reports – 10K, 10Q, 8K, Proxy and Form 4

Professional & Industry Experience

Interim CFO, Treasurer and SVP of SEC reporting for Sunworks, Inc. a multi-state solar power engineering, procurement and construction company (NASDAQ: SUNW).

President and CFO for Vulcan Precision Linings an industrial services company focusing on shop and field services for rubber lining, molding and protective coating for the mining and chemical manufacturing industries.

COO for Franklin Covey Products, LLC, a multi-channel consumer products company.

CFO and Corporate Controller for Arrowhead Research Corp. (NASDAQ: ARWR), a nano-technology and drug development company, now known as Arrowhead Pharmaceuticals.

CEO for Quality Imaging Products, LLC, a toner and inkjet cartridge remanufacturer for office supply and office equipment service companies.

CFO for Instashred LLC and Senior Manager-Operations for Recall Secure Destruction Services, a nationwide provider of document shredding and recycling services throughout North America.

COO and VP of Operations for Reid Plastics, Inc. an international manufacturer of blow-molded water, dairy, and industrial containers, valves and filling equipment.

CFO for Reid Plastics, Inc. an international plastic container industry consolidator that financed the acquisition of several competitors through both debt and equity.

Vice President of Finance for Trojan Enterprises a California-based commercial real estate developer for an enclosed shopping mall, hotel and industrial parks.  Operations also included restaurants, retail stores, a commercial landscaping company, and property management company.

Senior Auditor in the Small Business Division of the Los Angeles office of Arthur Andersen & Co. Clients included public and private companies ranging in size from start-up to $500 million in revenue including manufacturers, printers, software developers, wholesalers, distributors and real estate developers.

Education & Certifications

Master of Arts – Management Accounting and Bachelor of Science – Accounting from Brigham Young University with a Composite Business Minor. Certified Public Accountant – California.

Community Activities

Past President & Governing Board Member, Duarte Unified School District

Past Treasurer & Coach– Glendora Youth Soccer Association

Summary

Salt Lake City Metro Area

Experience

August 2016 – Present (7 months) Provo, Utah

All aspects of Derivatives Operations including negotiating ISDA Masters.

Contractor/Consultant

MUFG Union Bank, N.A. and The Bank of Tokyo-Mitsubishi UFJ, Ltd.

May 2013 – August 2016 (3 years 4 months)Atlanta, Georgia and Provo, Utah

Derivatives Operations – Negotiated ISDA Master Agreements and MSFTAs at MUFG Union Bank, N.A. and The Bank of Tokyo-Mitsubishi UFJ, Ltd. Uploaded ISDA Master Agreement terms into document management system. Contributed to Dodd Frank implementations, controls, and procedures.

Director, Derivative Operations

SunTrust Robinson Humphrey, Inc.

June 1996 – April 2013 (16 years 11 months)Atlanta, Georgia

Manager of Derivatives Operations including Interest Rate, Equity, Currency, Credit and Commodity Derivatives. Director and subject matter expert for Trade Capture and Support, Confirmations, Master Agreements, Collateral, P/L and MTM Reporting/Statements, Settlements, Futures, Tax and Regulatory/Dodd Frank Reporting including Reporting, Clearing, Documentation and Reconciliations, Audit, Compliance, Operational Risk and SOX Controls. Key contributor for straight processing special projects and Derivatives system conversions.

Vice President, Derivative Operations

Standard Chartered Bank

June 1993 – June 1996 (3 years 1 month)Los Angeles, California

Manager of Derivatives Operations.

Vice President, Derivative Operations

First Interstate Bank

June 1986 – June 1993 (7 years 1 month)Los Angeles, California

Manager of Derivatives Operations and trade support analyst.

Managment experience in Derivative Operations. Formerly licensed with Series 3, 7, and 63.

Education

Brigham Young University

Master of Business Administration (MBA), Accounting and Finance

Mr. Coppin, Co-Founder and CEO of Alta Bookkeeping, has experience working with start-ups with an emphasis on Accounting/Bookkeeping. He has worked with over 10 companies since graduating from the Huntsman School of Business at Utah State University with a B.A. in Accounting in early 2020. He also speaks Spanish.

EXPERIENCE

ALTA BOOKEEPING: (2021-Present)

Partnered with a Venture Capital fund to provide monthly financial and accounting services for their portfolio companies. Created custom dashboards to highlight budgets, performance, and other key metrics. Led multi-year cleanup projects, created accounting processes for companies, and supervised employees to ensure timely/accurate reporting.

Wasatch Property Management: (2017-2021)

Managed General Ledger, Accounts Payable, Journal Entries, Month End processes and other accounting roles for over 1800 apartment units throughout Washington, California, and Arizona. Provided monthly variance analysis findings to management and worked alongside property managers day to day and ensured timely and accurate reporting every month.

In his free time he enjoys training Brazilian Jiu Jitsu, cheering on Real Salt Lake, and smoking ribs on his Traeger.

FINANCIAL AND BUSINESS MANAGEMENT EXECUTIVE

A dynamic executive with over 25 years of experience in operations, finance, supply chain, banking relationships, strategic planning, sales/marketing and human capital development in a wide variety of industries.  Collaboration on company policy development, internal controls, and treasury management. In-depth oversight and management of P&L in start-up, growth and mature organizations.  Track record of establishing a solid, working relationships and a financial link with development, engineering, sales, marketing operations departments driving improvements in growth revenues, cost containment, market share, and operational efficiencies resulting in enhanced returns on invested capital.

eFilecabinet, Inc.                                                                          Lehi, Utah   1/18 – PRESENT

CHIEF FINANCIAL OFFICER

• Management of daily order processing and financial operational team in high paced environment of SaaS.
• Development of financial model and reporting package for stakeholders and internal management of business.
• Led preparation of data packages for investors resulting in $13.0MM in Series C funding.
• Worked directly with local and regional financial institutions on SBA PPP loan application securing $680K in funds.
• Managed insurance, tax preparation, retirement plan, external audit and benefit management relationships.
• Worked closely with Executive Team and individual departments to get organization to a cashflow positive position.
• Partnered in strategies around customer acquisition costs, new account growth, retention and churn rates.

Bart’s Electric Inc.                                                          Kansas City, Missouri  11/09 – 01/18

CHIEF FINANCIAL OFFICER & DIRECTOR OF UTAH OPERATIONS

• Negotiated with banking relationship new operating line of credit of $4.5MM and an additional capital acquisition line.
• Led initiative to secure additional revolving $3MM credit facility to support focused growth in government contracting.
• Developed and implemented spending and cost control measures netting first year savings of over $1.0MM
• Management of insurance, surety, tax, 401k plan and external audit relationships and engagements.
• Direct responsibility of corporate aircraft operations including flight reporting requirement for IRS book and tax calculations.
• Financial management of multiple other business ventures in farming, real estate, development and retail operations.

Dresser, Inc. – Pressure Regulation Group             Salt Lake City, Utah  3/04 – 11/09

GENERAL  MANAGER (PREVIOUSLY DIVISION CONTROLLER)

• Formulated human capital plan in conjunction with growth initiatives for global expansion and product line diversification.
• Implemented modernization of ERP business system and developed procedural guidelines for increased data integrity and solid financial reporting.
• Designed weekly and monthly pulse dashboard reports and streamlined month end close process improving business visibility and reducing close cycle time.
• Developed and executed five-year strategic plan driving a sales CAGR of 12%
• Oversight of export compliance and ITAR controlled product-reporting programs for products sold into the international aerospace and maritime industries.

cache business services                                                      West Jordan, Utah  5/03 – 3/04

 BUSINESS CONSULTANT

• Conducted market research and analysis surrounding client new product development and voice of customer activities.
• Reviewed company organization and developed recommendations to improve operational activities and reduce tax exposure.
• Authored business plan for client company; financial modeling, scenario analysis, market surveys, and SWOT analysis.
• Interfaced with governmental agencies in settling claims against client companies with reduced financial obligations.

Gary Price Studios, Inc.                                                        Springville, Utah    12/00 – 5/03

GENERAL MANAGER (PREVIOUSLY CONTROLLER)

• Developed in conjunction with tax and legal counsel, a restructure of company organization providing tax advantages and protecting intellectual properties of the organization.
• Implemented production-tracking system improving on-time delivery by 20% reducing working capital investment by 36%.
• Expanded market penetration through aggressive business development activities focusing on galleries in strategic locations and an organized advertising campaign resulting in an 18.3% growth in sales over two years.
• Negotiated new credit instrument with bank to allow for implementation of strategic marketing and operations plan.

EDUCATION

University of Utah – David Eccles School of Business                                Salt Lake City, Utah

Master of Business Administration Degree

Brigham Young University – Marriott School of Management                               Provo, Utah

Bachelor of Science Degree – Finance

FINANCE DIRECTOR

Intelligent, inquisitive, deliberate and hardworking finance professional. Takes initiative and personal ownership to meet critical timelines and to produce deliverables with exceptional quality. Listens to others and believes that everyone deserves respect. Emphasizes identifying the real issue and then collaborating on a process-driven resolution.Experience in financial reporting, budgeting and forecasting, financial efficiency, financial modeling, POC and unit rate projects, manufacturing accounting, restructuring, working capital analysis, and systems implementations.

EXPERIENCE

SNC-LAVALIN, INC., 2013-present                                                                                                             Houston, TX

SNC-Lavalin is a C$10B, publicly-traded, global Engineering & Construction company with 50,000+ employees across the globe with a focus on infrastructure, oil & gas, nuclear and other industries. Employment initially began with Valerus, a midstream equipment provider that was acquired by SNC-Lavalin in 2014.

Finance Director, Americas FP&A and Midstream, 2018-present

• Led reviews of Americas monthly financials, project cost forecasts and revenue recognition (~$1B annual)
• Created management reports for utilization, sales prospects and SG&A spend that greatly improved forecasting
• Completed both overseas and online leadership training series
• Led recruiting efforts for newly-established, global O&G Finance Leadership Development Program

FP&A Manager, Americas Oil & Gas, 2017-2018

• Empowered new management regarding Americas business units and projects (~$1B annual revenue)
• Reduced annual overhead by $2M+ by identifying duplication between local spend and corporate allocations
• Supervised recast and mapping of financials due to business regionalization and Hyperion implementation
• Coordinated project financing proposals with various financial institutions resulting in $40M loan execution                                                                                                                                                                             

Finance Supervisor, USA Oil & Gas, 2015-2017

• 2015 Top Performer Award for modeling work on $36M strategic inventory investment and overall performance
• Led modeling for consolidation of Fabrication sites (executed), brought on counsel for $7M in tax incentives
• Supervised monthly EBIT and cash flow forecasting and annual budgeting for all U.S. Oil & Gas businesses
• Led cash flow and financing modeling on over a dozen long-term contract project bids

Sr. Financial Analyst, USA Oil & Gas, 2013-2015

• Performed strategic cost/benefit analysis, at direction of CFO, on $80M equipment purchase on Aramco project
• Identified and confirmed $70M in global cost synergies as part of SNC-Lavalin’s acquisition of Kentz/Valerus

2010-2012        ULTRADENT PRODUCTS, INC.

Controller (Portuguese speaking), 2011-2012                                                     São Paulo, Brazil

Expatriate for global leader in dental products opening a new manufacturing plant. Oversaw all local financials.

• Established inventory overhead allocation on a per-unit basis, resulting in 30% increase in product cost accuracy
• Led implementation and interfacing of Oracle financial modules and 2 other local systems

Staff Accountant (ULTRADENT), 2010                                                                  South Jordan, UT

2009                Auditor, Self-Employed – Performed external audits in the legal, software, and publishing industries

2007-2008        VC Analyst, HS Capital – Evaluated investments in the oil & gas, commercial real estate, and construction markets

EDUCATION

2012-2014        BRIGHAM YOUNG UNIVERSITY – MARRIOTT SCHOOL OF BUSINESS                                Provo, UT

                       MBA, Finance

• 1^st place in two M&A competitions / T.A. for Financial Modeling class

2000-2006        UTAH STATE UNIVERSITY – HUNTSMAN SCHOOL OF BUSINESS                                        Logan, UT

                       Bachelor of Arts in Accounting with honors; Honors thesis on Lean Accounting

• Finance internship with Texas Instruments, Inc. in Dallas, TX; July-December 2005

OTHER

• Assistant Scoutmaster, Boy Scouts of America, 2015-2017 and 2019
• Volunteer representative, The Church of Jesus Christ of Latter-Day Saints, Brazil Brasilia Mission, 2001-2003
• Enjoy ice hockey, reading, and snowboarding

Kirsten was a key part of the Early Technologies Strategy & Portfolio team as Principal, Strategic Marketing of Medtronic. Concurrently, she was an integral Advisory Board Member of CFO International for strategic M&A transactions until her death on May 30th, 2018, after a long  battle with cancer.

Kirsten Farnsworth (1986-2018) was a talented pianist as well as a business development analyst and strategy principal in medical technology. Talent and hard work won her concerto competitions as a child and later would qualify her to earn masters degrees in both music performance and business.

A cancer diagnosis at the age of 26 changed her life. The six years she spent with the disease brought her suffering that she turned to strength and wisdom. She focused on bonding closely with loved ones, work, travel, and finally on writing about her experiences in her book, Incurable, available on Amazon.com. She poured her heart and soul into this last work until her last week in hospice. The first printed copy arrived in her hands two hours before she passed. Kirsten left an indelible impression on all who knew and loved her. She is and will always be sorely missed. Her bio is placed here in memory of her wonderful legacy.

• 

  Medtronic, Boulder, Colorado

  • Principal, Strategic Marketing (Strategy & Portfolio Management)                                         Nov 2016 – May 2018

  • Senior Analyst, Business Development & Licensing (Mergers & Acquisitions)                                      Jun 2015 – Nov 2016

    Business development (M&A, equity investments, distribution, licensing, divestitures) in Medtronic’s Early Technologies BU. Focus on disruptive technologies within Interventional Oncology, Radiology, Pulmonology, and GI Endoscopy that improve outcomes through precise diagnosis and minimally invasive, targeted treatments.

  • Marketing Specialist – Market Development, Surgical Innovations                                            May 2014 – Jun 2015
• 

  Board President, Sphere Ensemble      Mar 2014 – Jul 2016

  Donor and sponsorship development
  Nonprofit strategy & branding
  Board governance

• 

  Data Consultant, Sequel Venture Partners   Nov 2013 – Dec 2013

  Diligence on med device start-up that landed corporate sponsorship. Total raise of $6M.

• 

  Sole Owner & Piano Instructor, Kirsten Farnsworth’s Music Studio, Jan 2004 – Aug 2013

  Created and managed a full piano studio.

• 

  Piano Instructor, Parlando School for the Arts, Jan 2010 – Aug 2012

  Managed a piano studio and prepped students for competitions, recitals, and college entrance auditions.

Volunteer Experience & Causes

Fundraising

First Descents

January 2014 – March 2014 (3 months) Health Fundraising for First Descents, a nonprofit that provides adventure trips to young adults impacted by cancer.

Pianist

Boulder Symphony Orchestra

2013 Arts and Culture

Causes Kirsten cared about, include Arts and Culture, Education, and Health

Education:
University of Colorado at Boulder – Leeds School of Business
Master of Business Administration (MBA), Finance and Marketing
2013 – 2015
Activities and Societies: Board Fellows Program Director, Leadership Award
University of Colorado Boulder
Master of Music, Piano Performance
2008 – 2010
Activities and Societies: Ekstrand Competition Finalist, Teaching Assistant, Staff Accompanist
Additional Info

Interests:
Trail Running, Road Biking, Playing Piano, Snowboarding, Cooking, Yoga, Spending time with friends and family.
Personal Details
Marital Status Married
Organizations

Additional Organizations:
Board Fellows Program Director, Net Impact – Sustainability Showcase Director
Honors & Awards

Additional Honors & Awards:
Leadership Award to attend Leeds School of Business, 2012
Teaching Assistantship to attend the University of Colorado, 2008
MTNA Student Recognition Award, 2010
Ekstrand Competition Finalist, 2009

Experienced CFO

• CFO SRS Family Office Partners LLC
  • Prepare Income Statement and Balance Sheet for families that we advise
  • Monitor and report Investment Performance on all direct Start-up/Private Equity and Real Estate Investments
  • Work with outside CPA firm on taxation for families
• CFO Seagate Global Advisors LLC
  • Prepare Investor Performance reports
  • Co-ordinate relationship with Prime Broker
  • Work with outside CPA on taxation
• CFO First Interstate Bank of Arizona
  • Head of Bank Funding, Portfolio and Investment Department
  • Head of Accounting and Controller Departments
  • Head of Asset/Liability Committee and Financial Planning
  • Became top performing among Peer Group from next-to-last place

Team Builder

• Founder and Managing Director of Multi-Billion Dollar Global Fixed Income Mutual Funds
  • Nomura Corporate Research and Asset Management
  • Trust Company of the West
• Managing Director of First Interstate Bank Limited Global Currency and Interest Rate Swap Group
  • $30 billion notional portfolio generated over $100 million total net income
  • Teams in Los Angeles, New York, London and Tokyo

Certifications and Education

• Chartered Financial Analyst
• High Honors Graduate– Pacific Coast Graduate School of Banking – Thesis on “Creating an Asset/Liability Committee” was selected for Library
• Faculty Associate – Pacific Coast Graduate School of Banking – Asset/Liability Management
• Master Business Administration – Finance – Brigham Young University
• BA International Relations – University of Utah (magna cum laude and Phi Beta Kappa)
• Instructor of Finance and Accounting – Arizona State University and Foothill CC

EDUCATION:

WEBER STATE UNIVERSITY, Ogden, Utah

Degree: Master of Professional Accounting, May 2003

Concentration: Cost Accounting and Information Systems

WEBER STATE UNIVERSITY, Ogden, Utah

Degree: Bachelor of Science, May 2001

Major: Accounting

Major: Information Systems & Technology

PROFESSIONAL EXPERIENCE:

May 1993 to Present                           SWEARINGEN & SWEARINGEN, CPA’s, Eden, Utah

Partner/Tax Accountant:   Prepare Tax Returns, Prepare information for Tax Returns, Prepare Tax Returns for assembly, assemble Tax Returns, Sale Tax Returns, Data entry in TaxWorks, Preparing financial statements, and Designing worksheets.

January 2012 to April 2012                 ALLOY, SILVERSTEIN, SHAPIRO, ADAMS, MULFORD, CICALESE, WILSON & CO., Cherry Hill, New Jersey

Senior Tax Accountant: Prepare Tax Returns, Prepare information for Tax Returns, Preparing financial statements, and Designing worksheets.

October 2010 to April 2012                KANCHER LAW FIRM, Haddonfield, New Jersey

Forensic Accounting Consultant:   Interpreting the legal and financial documents and evidence regarding clients and providing information to support the evidence and provide conclusions.

February 2006 to December 2006        ACCOUNTING CONSULTANT

Consultant for Transportation Alliance Bank to assist them with the ATM Department until they could find a replacement for my position.

June 2004 to December 2005               TRANSPORTATION ALLIANCE BANK, Ogden, Utah

ATM Manager: Bank Reconciliations, ATM Reconciliations, Cash Management, Preparation of Department Financials, Intercompany Accounts Receivable and Accounts Payable, Departmental Budgeting, Order ATMs, work with third party companies to have ATMs installed at Truck Stop locations, Train all Accounting personnel at Truck Stop locations to load ATM and fix minor issues with ATMs, Setup and Maintain contracts with Third party vendors that include armored cars, ATM maintenance and banks.

January 2004 to June 2004                  TRANSPORTATION ALLIANCE BANK, Ogden, Utah

Staff Accountant: Reconciliation of daily cash, Bank Reconciliations, ATM Reconciliations, Cash Management, Preparation of Department Financials, Intercompany Accounts Receivable and Accounts Payable, Departmental Budgeting.

November 2002 to January 2004         TRANSPORTATION ALLIANCE BANK, Ogden, Utah

Cash Management Operations Co-Manager/Technical Support: Supervision of ten employees. Design and implementation of inclearing check processing system. Preparation of analysis statements. Preparation of monthly financial statements.

January 2002 to January 2004                         TRANSPORTATION ALLIANCE BANK, Ogden, Utah

Project Administrator/Technical Support: Design and implementation of Transport/Proof Machine. Project Administrator for check imaging system. Planning, design and implementation of corporate Lockbox payments. Programming various upload projects for use with current and outside systems. Assist in preparation of department financial statements. Liaison between the operations department and the MIS department.

June 2001 to January 2002                  TRANSPORTATION ALLIANCE BANK, Ogden, Utah

Debit Card/Credit Card Technical Support: Aid in the design and future implementation of credit card system, Project Administrator for check imaging system.

May 1999 to June 2001                                   TRANSPORTATION ALLIANCE BANK, Ogden, Utah

ATM Manager: Bank Reconciliations, ATM Reconciliations, Cash Management, Preparation of Department Financials, Intercompany Accounts Receivable and Accounts Payable, Departmental Budgeting, and Opening bank accounts as necessary across the country. Redesign of the previous system to make the department run more efficient and cost effective.

Sept 1997 to May 1999                        WOOD, RICHARDS & ASSOCIATES, P.C., Ogden, Utah

Accounting Para-Professional: Bank Reconciliations, Proof of Cash Statements, Preparation of Quarterly Payroll Taxes, Spreadsheets, Data Entry, New Business forms preparation and processing. Redesigned partners’ billing form for better chargeable time.

Sept 1997 to May 1997                        RICHARDS & RICHARDS, L.L.P., Ogden, Utah

Legal Secretary: Estate Plans, Wills and Trusts, Articles of Organization, and Articles of Incorporation. Designed format for the Estate Plans. Designed client data tracking sheets.

Jan 1997 to Sept 1997                         SCHMITT, GRIFFITHS, SMITH & CO., CPAs, Ogden, Utah

Tax Department Assistant: Prepare Tax Returns for assembly, Distribution of tasks for tax returns, Data entry in Mas90, Daily deposits, Receptionist, Typing financial statements, and Designing worksheets. Redesign the format of Tax Return assembly.                      

Experience

Lucid