Brian Shelton

Brian Shelton Email and Phone Number

Brian Shelton's Location
Salt Lake City, Utah, United States, United States
Brian Shelton's Contact Details
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.

Brian Shelton's Current Company Details
Monterey Technologies, Inc.

Monterey Technologies, Inc.

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COO | CFO
Brian Shelton Work Experience Details
  • Monterey Technologies, Inc.
    Director Of Finance
    Monterey Technologies, Inc. Oct 2024 - Present
    Park City, Utah, Us
  • Causal Design
    Chief Operating Financial Officer
    Causal Design Apr 2022 - Sep 2024
    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 environments, with considerable risk to personnel safety and health• 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• Fiscal oversight responsibility for outsourced Controller services and HR PEO for payroll and onboarding of personnel; HR oversight.• Daily hands-on management of projects, procurement, corporate budget, and banking functions • Developed Annual Operating Budgets and steered through Board of Directors approval• Developed and implemented rigorous cash flow forecasting and proposal pricing practices• Strategic planning - relentless focus on cash flows and margins
  • Nelson Labs
    Financial Planning And Analysis Manager
    Nelson Labs 2021 - 2022
    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 Practices GLP.• 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
  • Kimetrica
    Chief Financial Officer
    Kimetrica Oct 2019 - May 2021
    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 operations (50%) and strategic contributions (50%) to due diligence matters including expeditious, compliant wind up and closure of several foreign entities.• 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• Reduced intercompany debt and payable balances by 85%• Slashed disallowed interest costs by 50%• Architect of windup and closure of Foreign Corporations, slashing tax liability by 75%• Excellent auditor relationships; clean audit reports worldwide
  • Wildflower International, Ltd.
    Chief Financial Officer
    Wildflower International, Ltd. Jun 2014 - Oct 2019
    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 management.• 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 • Secured $100 million credit line, $20 million revolving line, and leases for solar, electric aircraft
  • New Mexico State Personnel Office, Career Services Bureau
    Bureau Chief, Financial Distribution Bureau, Administrative Services Division
    New Mexico State Personnel Office, Career Services Bureau Jan 2013 - Jun 2014
    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

Brian Shelton Skills

Budgets Process Improvement Finance Management Leadership Training Business Analysis Program Management Strategic Planning Financial Reporting Business Process Improvement Marketing Forecasting Project Management Internal Controls Policy Performance Management Cost Accounting Business Planning Accounting Executive Management Budgeting Microsoft Excel Negotiate Term Sheets And Advance Rates Hiring

Brian Shelton Education Details

  • The Ohio State University Fisher College Of Business
    The Ohio State University Fisher College Of Business
    General
  • Miami University
    Miami University
    Bachelor Of Arts - Ba

Frequently Asked Questions about Brian Shelton

What company does Brian Shelton work for?

Brian Shelton works for Monterey Technologies, Inc.

What is Brian Shelton's role at the current company?

Brian Shelton's current role is COO | CFO.

What is Brian Shelton's email address?

Brian Shelton's email address is br****@****ica.com

What schools did Brian Shelton attend?

Brian Shelton attended The Ohio State University Fisher College Of Business, Miami University.

What are some of Brian Shelton's interests?

Brian Shelton has interest in Children, Snow Shoeing, Weight Training, Downhill Skiing, Civil Rights And Social Action, Education, Poverty Alleviation, Science And Technology, Camping, Swimming.

What skills is Brian Shelton known for?

Brian Shelton has skills like Budgets, Process Improvement, Finance, Management, Leadership, Training, Business Analysis, Program Management, Strategic Planning, Financial Reporting, Business Process Improvement, Marketing.

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