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Brian Shelton Email & Phone Number

Director of Finance at Monterey Technologies, Inc.
Location: Salt Lake City, Utah, United States 6 work roles 2 schools
1 work email found @kimetrica.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

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Work email b****@kimetrica.com
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Current company
Role
Director of Finance
Location
Salt Lake City, Utah, United States

Who is Brian Shelton? Overview

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Brian Shelton is listed as Director of Finance at Monterey Technologies, Inc., based in Salt Lake City, Utah, United States. AeroLeads shows a work email signal at kimetrica.com and a matched LinkedIn profile for Brian Shelton.

Brian Shelton previously worked as Chief Operating Financial Officer at Causal Design and Financial Planning and Analysis Manager at Nelson Labs. Brian Shelton holds Master Of Business Administration - Mba, Business Administration And Management, General from The Ohio State University Fisher College Of Business.

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Email format at Monterey Technologies, Inc.

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{first}.{last}@kimetrica.com
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Profile bio

About Brian Shelton

With over 10 years of experience in executive leadership roles in various industries, I am a seasoned and versatile professional who can manage complex financial and operational challenges, create strategic plans based on data and metrics, and lead teams and programs with a participatory and empathetic style. I carry out my duties with all of the key leadership qualities, such as effective time management, coaching skills, empathy, growth mindset, strong organization skills, strong communication skills, self-awareness, goal orientation, focus, and being supportive of employees at all levels.I am honored to join Monterey Technologies, Inc., in Park City, lead by Doug Cherry and its amazing, talented leadership team.As the Chief Operating Officer at Causal Design, I was responsible for overseeing the project controls, operations, finance, and HR/talent management functions of the company, as well as advising the founders, the board, and the CEO on strategic matters.My core competencies include for-profit and nonprofit fiscal management, federal contracting, supply chain financing, team development, human resources management, and organizational efficiency. I have a proven record of restructuring, expanding capacity, and increasing profitability for midsize and small businesses ranging from $2MM to $200MM in revenue. I also have extensive experience in international consulting, federal contracting, technology reselling, data science, third-party monitoring, and medical device testing. I hold an MBA from the Ohio State University Fisher College of Business and a BA in Foreign Affairs from Miami University. I am passionate about delivering high-quality and impactful consulting services to clients worldwide while fostering a culture of collaboration, innovation, and diversity within the company.

Listed skills include Budgets, Process Improvement, Finance, Management, and 21 others.

Current workplace

Brian Shelton's current company

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Monterey Technologies, Inc.
Monterey Technologies, Inc.
Director of Finance
AeroLeads page
6 roles · 5 years

Brian Shelton work experience

A career timeline built from the work history available for this profile.

Chief Operating Financial Officer

Wheat Ridge, Colorado, US

  • COO and CFO. Economic consulting services. Federal subcontractor for impact evaluations and economic analyses.
  • Supervision of multiple subordinate supervisors: Senior Director of Project Controls, Director of Operations, Senior Manager of Operations, and Senior Director of Economics with teams operating in austere foreign.
  • Policy and decision making: Strategic advisor to founders, the Board of Directors, and the CEO.
  • Talent management: recruitment, onboarding, employee relations, QSEHRA, 401K, EAP administration.
  • Compliance with CFRs, the FAR, and 2 CFR 200
  • Evaluation of business processes: Expanding internal capacity to oversee project profit, billable utilization, spend, and risks
Apr 2022 - Sep 2024

Financial Planning And Analysis Manager

Salt Lake City, UT, US

  • Private equity backed medical device sterility testing laboratory owned by Sotera Health, a publicly traded company. Reported to VP of FPA. Focused on Quality, Good Documentation Practices GDP, and Good Laboratory.
  • Harmonized global price lists across several wholly owned subsidiaries
  • Developed reports, color 2-axis graphs, and sorted, ranked tables using Excel, Dynamics CRM, CRM SQL, DAS Reports Now, and Power BI
  • Recorded monthly revenue recognition
  • Approved or denied sales discounts
  • Maintained item master records with contract pricing
2021 - 2022 ~1 yr

Chief Financial Officer

Broomfield, Colorado, US

  • This role required selling a complex international, multi-entity company expeditiously and compliantly. With employees worldwide, this firm required simultaneous, concurrent focus on daily management of financial.
  • Restructured, improved working capital position, rectified prior tax and compliance matters, closed foreign entities, and completed due diligence for 100% stock sale to a strategic buyer
  • Oversight of worldwide accounting, banking, procurement, payroll, human resources administration, benefits, insurance, contract administration, and tax matters
  • Sale of company at 14 times EBITDA (Non-GAAP) to a large Washington DC nonprofit
  • Increased average daily cash balances by 500%, outpacing 45% revenue growth
  • Reduced Cash Conversion time by 50%; established month end close procedures
Oct 2019 - May 2021

Chief Financial Officer

Santa Fe, New Mexico, US

  • Federal contracts: GWACs, IDIQs, supply contracts, software, data integration/virtualization/storage, computers, unmanned aircraft in support of forest fire containment, capital asset management, and wildlife/herd.
  • Implemented new strategies that increased earnings (EBITDA) 42%
  • Increased interest income earnings 1,000% and increased cash balances by over 300%
  • Designed and implemented the Safe Harbor 401K plan, slashing employee turnover 25%
  • Architect of FP&A business segmentation to support 300% revenue growth
  • Scaled growth from $50MM to $180MM revenue winning contracts with DoD, DOE, and DHS
Jun 2014 - Oct 2019

Bureau Chief, Financial Distribution Bureau, Administrative Services Division

Santa Fe, US

  • Distributed $7.5 billion of tax revenue and collected $8.1 billion cash annually
  • Expert review of 100+ Fiscal Impact Reports to the New Mexico Legislature
  • Primary point of contact for external CPA auditors
  • Prepared annual financial statements and Notes to financial statements
  • Prepared PBC items for OMB A133 Single Audit and financial statement audit
Jan 2013 - Jun 2014
2 education records

Brian Shelton education

Master Of Business Administration - Mba, Business Administration And Management, General

The Ohio State University Fisher College Of Business

Bachelor Of Arts - Ba

Miami University
FAQ

Frequently asked questions about Brian Shelton

Quick answers generated from the profile data available on this page.

What company does Brian Shelton work for?

Brian Shelton works for Monterey Technologies, Inc..

What is Brian Shelton's role at Monterey Technologies, Inc.?

Brian Shelton is listed as Director of Finance at Monterey Technologies, Inc..

What is Brian Shelton's email address?

AeroLeads has found 1 work email signal at @kimetrica.com for Brian Shelton at Monterey Technologies, Inc..

Where is Brian Shelton based?

Brian Shelton is based in Salt Lake City, Utah, United States while working with Monterey Technologies, Inc..

What companies has Brian Shelton worked for?

Brian Shelton has worked for Monterey Technologies, Inc., Causal Design, Nelson Labs, Kimetrica, and Wildflower International, Ltd..

How can I contact Brian Shelton?

You can use AeroLeads to view verified contact signals for Brian Shelton at Monterey Technologies, Inc., including work email, phone, and LinkedIn data when available.

What schools did Brian Shelton attend?

Brian Shelton holds Master Of Business Administration - Mba, Business Administration And Management, General from The Ohio State University Fisher College Of Business.

What skills is Brian Shelton known for?

Brian Shelton is listed with skills including Budgets, Process Improvement, Finance, Management, Leadership, Training, Business Analysis, and Program Management.

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