Emily Trask Email & Phone Number

Daphne, Alabama, United States

• Brought the corporate accounting back in house and improved accuracy by performing an audit of all financial and sales activity, inception-to-date, and restating transactions, as necessary, to ensure consistency and correctness• Advanced the FP&A process by building a more sophisticated financial model to better report performance, trends and metrics, which included creating a dashboard to report key business drivers and results• Supported a $6.5M fundraise by preparing all financial modeling, projections and metric measures, while successfully managing a tight interim cash position, thus ensuring continued operations without financial disruption• Led the company’s first budgetary process and enabled departmental reporting. Built monthly financial packet for management and the BOD which highlighted performance, metrics, trends and variance analysis• Supported other company departments with both financial and operational guidance to aid more productive, efficient processes and facilitate educated decision-making and autonomy

Greater Denver Area

* Managed the company-wide financial budgeting and planning process, including quarterly reforecasts, hiring plans, and commission programs* Maintained the positive culture and cohesiveness of the entrepreneurial company by overseeing Human Resources during the aggressive headcount growth from 35 to 135 employees in a two year time frameMy accomplishments included:* Directly assisting in the sale of the company to Aetna Corporation by being the primary contact and information source during the due diligence process * Spearheading the efficient integration of finance, human resources, and operations into the new parent company* Successfully scaling and managing the Finance, Human Resources, Operations, and Information Technology departments* Orchestrating the office build-out and relocation for 100 employee with zero unplanned down time

Greater Denver Area

* Prepared monthly financial reporting packages, annual budget, and cash flow statements* Administered the company’s health, dental, life, disability, 401(k), and the cafeteria plan benefit programs* Assessed existing policies and programs, evaluated annual renewals, and presented recommendations * Worked closely with managers at each location to ensure buy-in and efficiency of budget* Researched and explained significant variances and presented results at monthly Board of Directors meeting My accomplishments included:* Reducing closing time from 12 days to 3 days by identifying accounting system shortfalls and converted from Epicor to QuickBooks software* Saving $100,000+ annually by converting the payroll system a from hosting to web-based platform * Leading the audit of the company’s 401(k) plan acting as the key contact with external auditors, tax preparers, and consultants

Greater Denver Area

* Prepared weekly, monthly, and annual reporting packages to track investment performance, cash in/out-flow, debt management, and business performance* Oversaw budget responsibility of $30 million for new housing construction* Oversaw and confirmed accuracy of bookkeeping, bill paying, fund transfers, payroll management, and records maintenance * Coordinated income tax planning, preparation, and compliance with professional tax team My accomplishments included:* Created framework, process, and translation table to automate data transfer between Advent portfolio management software and existing accounting platform

Greater Denver Area

* Performed all corporate accounting functions from budgeting and financial planning to accounts receivables and payables* Ensured an accurate understanding of the new reporting methods by educating team and management * Highlighted the areas of efficiency and areas of over-expenditure from the preparation and reporting of financial industry comparisons * Collaborated with managers to determine the best financial and operational solutionsMy accomplishments included:* Evolving the company from startup to a professional organization by establishing financial and operational systems * More accurately representing the true performance of the business by converting the accounting system from cash to accrual basis* Increasing the value of the employee’s compensation packages at minimal cost to the company by researching and introducing the company’s first 401(k) Plan, Flexible Spending Accounts, and Pre-tax premium deductions* Conceiving and drafted the company’s first employee manual that outlined and defined the policies, guidelines, and benefits

Greater Denver Area

* Recruited to run the company’s largest division, with annual sales of $4,000,000. * Full P&L responsibility, including responsibility for managing sales, marketing, customer service and technical services.My accomplishments included: * Developed and implemented overall strategic plan, including market analysis, marketing strategy, forecast and annual budget. * Created and developed all marketing materials and implemented strategy to launch the company’s first direct mail marketing campaign. * Reorganized department to streamline operations, strengthen sales focus and enhance staff development.

Bozeman, Mt

* Established corporate budgets and forecasts, strategic plans and the coordination of expenditure programs with forecasted cash flow.* Interpreted operating results as they affected the financial aspects of the corporation and made specific recommendations, which resulted in cost reduction and profit improvement. * Directed and administered general accounting functions, accounting procedures and systems, internal auditing and records retention programs.* Managed the company’s human resources department and the employee benefits program. * Acted as immediate contact with corporation’s independent auditors and banking institution on all financial and accounting matters. My accomplishments included:* Assisted the company to grow from zero to $12,000,000 in five years. * Managed cash flow and the administration of the company’s $4,000,000 line of credit.