David S. Swenson Cpa, Cgma Email and Phone Number
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Experienced financial executive, CFO, and Controller, with a history of success in various industries. Experienced in all facets of financial management and analysis. Skilled in accounting and reporting, forecasting & budgeting, HR and payroll, and other financial and accounting activities. Accomplished international speaker and consultant. Certified Public Accountant and Chartered Global Management Accountant.
Wasatch Tax And Accounting Services Group, Inc.
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- wasatchtaxandaccounting.com
- Employees:
- 3
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President Wasatch Tax And Accounting Services Group IncWasatch Tax And Accounting Services Group, Inc. Nov 2019 - Present -
ManagerWasatch Tax And Accounting/Bowen Law Professional Group Nov 2019 - Present
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SpeakerManagement Centre Europe 1990 - PresentBrussels Area, BelgiumFaculty Member and Public Speaker/Trainer for MCE. Present public and in-house customized training programs to managers and executives on various topics including:Advanced Strategies for ControllersDynamic Planning and ForecastingFinance for Non-Financial ExecutivesFinancial AnalysisFinancial ModelingFundamentals of Finance and Accounting for Non-Financial ManagersMergers & AcquisitionsThe Controllers Job in Today’s EnvironmentThe Management Course for Controllers -
Tax Manager And ControllerBowen Law Professional Group Nov 2019 - PresentGreater Salt Lake City Area -
Chief Financial OfficerAk-47 Holdings Inc/Amc Links Llc Jun 2009 - Aug 2019Lehi, Ut• Worked closely with investors and executives to develop, implement, and direct all HR, accounting, planning, financial analysis and reporting activities.• Member of executive team developing strategic plans, forecasts and budgets.• Performed financial planning and analysis activities and reported findings and provided recommendations.• Directed monthly and year-end closes and related reconciliations in accordance with GAAP.• Originated and/or reviewed all monthly and year end journal entries in accordance with GAAP.• Worked closely with our external auditors on year-end audits.• Designed and implemented processes to manage, compensate, and provide tax reporting for over 2,000 contractors.• Directed the processing of business registrations and annual filings of business and sales taxes for 40 states.• Worked closely with our CPA firm on annual tax filings.• Successfully persuaded the IRS to waive over $50,000 in tax fines and designed and implemented processes to avoid future fines.• Directed the implementation of the Infinisource iSolved Human Resource Capital Management System.• Directed daily, weekly, monthly, and annual cash forecasting and cash management activities including reconciliations of bank and merchant accounts.• Developed and directed purchasing, payables, and receivables processes.
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President, Consultant, LecturerDss Group, Inc. Oct 1989 - 2019Salt Lake CityDevelop and deliver training programs in the areas of leadership, finance and accounting, forecasting, budgeting, and information technology. Conduct training on behalf of various business organizations and associations worldwide. Train operations managers and executives, providing them with skills to save thousands of dollars through improved operational processes, management analysis, and decision making.Train operational managers and executives to understand how their operational decisions impact financial reporting in their companies.Train financial managers and executives on improving management of financial activities and how to be more effective in their positions to create value and contribute to organization success.Developed and delivered training programs for various international business associations and enterprises.Provide financial and accounting consulting services to various business entities.
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SpeakerAmerican Management Association 1984 - 2013United States, Canada, JapanFaculty Member and Public Speaker/Trainer for AMA. Presented public and in-house customized training programs to managers and executives on various topics including:Activity Based BudgetingAdvanced Strategies for ControllersCreative LeasingDynamic Planning and ForecastingFinance for Non-Financial ExecutivesFinancial AnalysisFinancial ModelingFinancial Modeling and Forecasting WorkshopFixed Asset AccountingFundamentals of Cost AccountingFundamentals of Finance and Accounting for Non-Financial ExecutivesFundamentals of Finance and Accounting for Non-Financial ManagersFundamentals of PurchasingHow to Read and Understand Financial StatementsHow to Utilize Electronic Data InterchangeIntegrating Purchasing, Receiving and Payables SystemsManagement Skills for AccountantsManaging Technical ProfessionalsMergers & AcquisitionsOperational Auditing for Financial InstitutionsOpportunities in Desktop Publishing for Data Entry PersonnelPurchasing CardsTeam BuildingThe CFO’s WorkshopThe Controllers Job in Today’s EnvironmentThe Five Day MBAThe Management Course for ControllersThe Sarbanes Oxley Workshop -
Chief Financial OfficerHolonomic Resources/Emerald Shire/Evalues 2001 - 2005Greater Salt Lake City AreaChief Financial Officer for Three Related Business Entities Involved in Scientific Research, Web Business Development, and Business to Business Services • Worked closely with investors and executives to obtain funding and launch new companies.• Participated in strategic planning with executive management.• Developed, implemented, and directed accounting, planning, financial analysis and reporting activities.
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Sector CoordinatorSalt Lake Olympic Committee Jan 2002 - Feb 2002Greater Salt Lake City AreaDirected 25-person Security Team tasked with providing secure access to Olympic Family Hotel during the 2002 Winter Olympics. Residents included IOC members, visiting dignitaries ie. President of Finland, King of Sweden and others, and members of Olympic Committees from other Olympic host nations including Italy and China. Also oversaw security for Olympic vehicle parking lot and IOC drug testing facility.
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Senior Associate, Consultant, SpeakerB. Wright & Associates 1983 - 1990Greater Salt Lake City AreaDirected the development and delivery of training programs in the areas of leadership, finance and accounting, forecasting, budgeting, information technology, and electronic commerce. Lectured for twenty-six universities and on behalf of various business organizations and associations worldwide. Performed general business and management consulting.
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Manager/Vice President, DirectorTotal Systems Inc. 1983 - 1990Greater Salt Lake City AreaManaged systems projects involving custom development of Oracle based information systems. Performed management information systems, electronic commerce, purchasing and accounts payable consulting.
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Senior Internal AuditorStandard Oil Co/Kennecott Corporation Mar 1982 - Jun 1983Greater Salt Lake City AreaDirected and performed internal control and operational reviews of various mining operations. Performed joint venture and special projects audits.
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Vice President / Internal Audit SupervisorContinental Bank & Trust / Affiliated Bankshares Of Colorado 1979 - 1982Greater Salt Lake City Area / Boulder, ColoradoServed as Assistant Vice President and Compliance Officer and Manager of Commercial Credit at medium sized bank.Managed the Boulder, Colorado audit office of a large bank holding company. Directed audits of seventeen unit banks including credit analysis and management performance reviews.Lectured for the American Bankers Association and Bank Administration Institute.
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Controllers GroupNorthwest Energy - Natural Gas Exploration And Transmission 1978 - 1979Greater Salt Lake City AreaManaged cash for Fortune 500 parent and 22 operating subsidiaries.Executed multi-million dollar funds transfers, foreign exchange transactions and funds disbursement.
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ExaminerU.S. Department Of The Treasury, Comptroller Of The Currency 1975 - 1978Minnesota, Wisconsin, Colorado, Wyoming, Utah, ArizonaExamined forty federally chartered financial institutions in six states.Evaluated loan quality, analyzed internal controls and bank security.Verified funds and audited all accounts, summarized findings and discussed with bank management.
David S. Swenson Cpa, Cgma Skills
David S. Swenson Cpa, Cgma Education Details
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Accounting
Frequently Asked Questions about David S. Swenson Cpa, Cgma
What company does David S. Swenson Cpa, Cgma work for?
David S. Swenson Cpa, Cgma works for Wasatch Tax And Accounting Services Group, Inc.
What is David S. Swenson Cpa, Cgma's role at the current company?
David S. Swenson Cpa, Cgma's current role is President.
What is David S. Swenson Cpa, Cgma's email address?
David S. Swenson Cpa, Cgma's email address is ds****@****aol.com
What schools did David S. Swenson Cpa, Cgma attend?
David S. Swenson Cpa, Cgma attended University Of Utah.
What skills is David S. Swenson Cpa, Cgma known for?
David S. Swenson Cpa, Cgma has skills like Executive Coaching, Small Business, Leadership Development, Public Speaking, Workshop Facilitation, Coaching, Management Consulting, Personal Development, Financial Accounting, Quickbooks, Microsoft Office, Microsoft Excel.
Who are David S. Swenson Cpa, Cgma's colleagues?
David S. Swenson Cpa, Cgma's colleagues are Melissa Larsen.
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