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CORE COMPETENCIES |
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Financial Reporting & Analysis Advanced Report Modeling Financial Statement Preparation Budgeting & Forecasting General Accounting including: A/R, A/P & G/L Payroll & Cost Accounting Cost/Benefit Analysis |
Effective Communication & Customer Service Team Leadership & Motivation Operations Risk Assessment & Management Cost Reduction & Expense Control Presentations & Event Planning Problem Solving Training & Development |
PROFESSIONAL EXPERIENCE
ZIONS BANCORPORATION, Salt Lake City, UT 2010 to Present
A member of the S&P 500, Zions operates approximately 500 full-service banking offices across North America. The company also has several subsidiaries offering wealth management, financial advisory and online processing services.
Financial Analyst - Navigator Leadership Development Program
Active participant in multiple segment rotational programs with a focus on leadership development. Conduct a wide range of business, financial, and strategic analysis and modeling. Prepare short/long term planning reports aligned with strategic and operational business objectives. Support budget preparation and related forecasting activities. Perform complex account reconciliation as well as research and analytics. Develop financial models designed to analyze risk measurements, key performance indicators, cost/benefit rationale, ad hoc results, and economic valuations.
Rotation One - Risk Management: Completed the validation of key quantitative models to ensure regulatory adherence and risk mitigation. Created a system to drive accurate assessment of departmental procedures, processes and controls. Utilized findings to identify and report areas of potential risk and non-compliance.
Rotation Two- Technology & Operations Security: Evaluate departmental and payment processes to confirm acceptable risk levels and uncover operational and /or system vulnerabilities. Research and select, using analytic hierarchy process, a secure documentation solution for electronic distribution of Board of Directors meeting materials.
ACCOMPLISHMENTS:
· Proactively gained comprehensive knowledge of new regulatory guidelines and determined departmental funding exposures.
· Constructed a Board of Director's report which contained key risk information. Subsequently used reporting data to build macro's which helped automate the reporting process.
· Risk reporting enhancements contributed to timely and accurate risk reporting as well as avoidance of regulatory compliance issues and related fines.
· Uncovered calculation error during auction rate securities (ARS) validation process which led to model re-design and ARS re-valued for an additional $130K.
DIMICRON INC. Orem, UT 2007 to 2009
Developer and manufacturer of orthopedic medical devices with synthetic diamond coating allowing for lifetime use.
Accountant, Quality Control Specialist & Administrative Assistant
Initially hired as Administrative Assistant, through diligence and hard work obtained increasing levels of responsibility which included accounting, purchasing and document control. Oversaw all aspects of corporate accounting which included financial reporting and month-end close processes. Created monthly amortization and depreciation schedules. Prepared and oversaw annual budgets as large as $4M. Completed various financial analyses and monitored P&L. Collaborated in the development of manufacturing cost projections and sales forecasts for new product launches. Assembled required FDA documentation. Performed new hire orientation, benefits management and payroll processing.
ACCOMPLISHMENTS:
· Consistently exceeded management expectations in the completion of various tasks well in advance of established timelines.
· Championed and coordinated events designed to spark increased company-wide camaraderie.
· Restructured document control procedures which increased efficiency and reduced lead time on Engineering Change Requests by 80%.
· Reduced annual benefit costs by 20% without a loss of coverage.
· Authored an employee handbook which triggered increased operational cohesion
DAVIS BROTHER CABINETS, Genola, UT 2006 to 2007
Manufacturer of high-end cabinets and woodworking specially targeted at the luxury homes market.
Office Manager & Bookkeeper
Assumed full accountability for A/P, A/R, payroll process and tax reporting. Filed all required monthly, quarterly, and yearly governmental reports and tax returns. Monitored purchasing, procurement and inventory control. Created reports to analyze inventory levels and ordering trends. Established processes to accurately predict future inventory requirements. Negotiated vendor contracts and implemented process enhancements that led to long term improvements in cost savings and productivity.
ACCOMPLISHMENTS:
· Increased financial liquidity through effective inventory control and vendor negotiation.
· Spearheaded the creation of monthly financial reports which included: P&L, cash flow and balance sheet data which gave the owners access to comprehensive financial position.
· Created detailed process manual to be used as training and staffing tool.
ADDITIONAL PROFESSIONAL EXPERIENCE
COTTONWOOD HIGH SCHOOL, Salt Lake City, UT, public high school
Financial Literacy Instructor (voluntary)
UTAH CAREER COLLEGE, West Jordan, UT, vocational college providing training and certification in various technical careers as well as Bachelors degrees in Nursing and Business
Adjunct Instructor, Foundational Mathematics, Pre-Algebra and College Algebra courses
LIAHONA ACADEMY, Provo, UT, private secondary school
Mathematics Teacher, grades 5-8
EDUCATION & TRAINING
UNIVERSITY OF NOTRE DAME, Notre Dame, IN – May 2010
Master of Business Administration candidate, Corporate Finance concentration
Specialization in Business Analytics including coursework in exponential forecasting, linear and logistic regression for data analysis and forecasting, data mining, and process flow modeling
Modern Business Immersion trips to China and South America
Accepted as member of Notre Dame MBA group to visit with Warren Buffett
Graduated with honors
UTAH VALLEY UNIVERSITY, Orem, UT
Accounting/Business coursework - GPA 3.9 2007 - 2009
BRIGHAM YOUNG UNIVERSITY, Provo, UT – April 2006
Bachelor of Science, Home & Family Life
Member of the National Society of Collegiate Scholars