Brian Sheffield Email & Phone Number

Salt Lake City, Ut, Us

Responsible for leading the timely and accurate filing of financial statements with the SEC.Work closely with the external auditors, ensuring an efficient and accurate audit process.

Menlo Park, Ca, Us

Assist Robert Half client with ERP upgrade process

San Francisco, Ca , Us

Assisted the company controller on project to review and reconcile deferred revenue accounting of Thunder’s contract revenue. Created monthly reconciliations from the company’s start date to confirm proper recording and recognition of deferred revenue Summarized potential issues for the company controller to review with the appropriate representatives of other functional teams As part of a project to combine QuickBooks Online company files the company had used, I came up with and documented the steps to take to accomplish the project I also prepared the chart of account translation matrix between the two company files and prepared the necessary journal entries The contract term ended before I could test the entries in a copy of the surviving company file to confirm that the resulting balances would match financial reporting done in previous month

One of the founding employees of Solo Global. I was responsible for creating the internal controls, month end and year end closes, historical variance analysis, and other controller level duties. I evaluated the company's needs when it was starting for accounting systems and reviewed the various available systems. Selected QuickBooks Online due to the combination of cost and capabilities that package provided. Worked with various cloud based tools. Among them were Ramp for our AP, company credit cards, and employee reimbursement, Rippling for payroll reporting, and Monday.com for project timelines and closing checklists. My employment with Solo ended due to the company ceasing operations in May 2023.

San Francisco, Ca, Us

Hired as Assistant Controller in June 2019. Promoted to Sr. Asst. Controller February 2021. During my time at Womply I assisted in a project to correct certain COA issues that existed in the NetSuite implementation by developing a new COA numbering system and implementing it in NetSuite. I also improved the closing process which allowed the closing to be completed in five to six days when it had taken ten to twelve days previously I was commended on my ability to work with the outside auditors on the year end audits, allowing the audits to proceed in a quick and efficient manner.

Salt Lake City, Ut, Us

Worked on ERP upgrade project. Evaluated data translation from old version to upgraded version.

North Salt Lake, Ut, Us

Helped to start the installation and setup of QuickBooks Enterprise in the cloud for related party companies accounting.Was let go due to a reduction in force due to bad business results.

Salt Lake City, Ut, Us

 Joined ClearOne as Senior Accountant in June 2010. Promoted to Assistant Controller in July 2015. Soon after joining ClearOne, I corrected the cash recording in the Vantage ERP that allowed the team to use the Vantage cash reconciliation module instead of the manual reconciliation process using Excel spreadsheets, saving several man-hours each month. During quarterly audits, provided information and reports and explained accounting treatment with outside auditors. Was repeatedly complimented by outside auditors on my ability to work with the auditors and explain the reasoning behind the transactions. Performed the primary tasks in creating new Vantage companies for ClearOne acquisitions or expansions in Israel, Spain, and the Middle East Performed due diligence work as part of the acquisition team for ClearOne’s acquisition of Sabine, a Florida based wireless microphone manufacturer. I trained all new Finance department employees on how to use the Vantage ERP system and also was sent to Israel after ClearOne acquired VCON, an Israeli company, to train their employees on all aspects of Vantage, including the operations portion of Vantage. Received multiple awards for cost savings during my employment. Savings were found by finding alternative means to file 1099-MISC forms and setting up new companies in Vantage without outside consultant help Improved the efficiency of warehouse record-keeping by developing, implementing, and getting outside auditor approval of a cycle count process that allowed ClearOne to stop performing an annual full physical. Was integral in the effort to successfully complete a re-audit that was caused by ClearOne’s former auditors withdrawing due to a loss of independence. The re-audit encompassed four quarters as part of the audit, which obviously included a year-end. Received a special commendation from ClearOne management and the new auditors.

Salt Lake City, Ut, Us

See detail listed as ClearOne's Assistant Controller

 Corrected the installation of the inventory system to correctly show quantities and value. Wrote the reporting coding for automated financial statements using FRx. Also connected the budget spreadsheet to the financials so an actual to budget report could be printed. Analyzed the statements to discover reasons for budgeting overruns and possible solutions to enable management to better implement changes. Maintained and updated the MAS 200 installation. Modules installed were GL, AR, AP, Inventory Management, Sales Order, Purchase Order, Bill of Materials, and Bank Reconciliation. Attended SAGE Software training seminars on Work Order and Crystal Reports as well as all MAS 200 modules listed above. Set up month end closing procedures and performed monthly closes. Converted the Fixed Asset sub-ledger from Excel spreadsheets to an Access database for better tracking of assets and improved reporting. Controlled costs in my department and regularly was below the budgeted level for administrative expenses. Served as Human Resources department for the business. Managed the health benefits plan for the company.

 Managed sales taxes for company with hundreds of millions in annual sales in several states Assisted in month end closings. Duties included reconciling bank statements and resolving loose ends and footing balance sheet account balances Main day-to-day contact with workers compensation, property, automobile, and general liability insurance companies. Coordinated claim handling and quick resolution of same Prepared and submitted payroll, unemployment, and excise tax returns. Negotiated with taxing authorities when issues came up Manage the fixed assets, including a sales, warehouse, and delivery fleet consisting of over 80 cars, forklifts, and delivery vehicles Resolved billing issues between lessor and National Wood Products that had been outstanding for over two years

 Improved collection policies and procedures Improved accounting controls and information capture processes Redesigned financial statements to conform with GAAP Analyzed company needs, then prepared and performed correction plan Converted from manual to computerized accounting using QuickBooks Prepared project plan and installed local area network Evaluated costs and analyzed causes Implemented true departmental accounting

Temporary engagement Accelerated the receipt of grant funds after qualified expenses Reviewed grant requirements to avoid possible compliance audit issues Improved training materials for the Finance Department

 Full charge of accounting, tax, and treasury functions Spearheaded conversion from manual to computerized dispatching. Also automated the reporting cycle. Managed three person accounting department Implemented credit and collection policies that slashed bad debt expense Improved accounting practices and procedures to auditable levels. Also developed budgeting procedures.

 Converted manual reports to computer generated formats Improved report cycles by automating financial analysis spreadsheets Participated in two year-end audits Automated manual consolidating report, cutting preparation time by 75%