Evan Heath, Cpa Email & Phone Number

Monterey, Ca, Us

Monterey, Ca, Us

Marina, California, Us

On January 23, 2023, I started the next phase of my career as Veterans Transition Center of California's CFO! More to come …► Financial sustainability► Compliance & risk management► Strategy, planning & analysis► Board & external reporting► General management

I left Granite Construction, Inc. in July 2022 to pursue a financial management role applicable to my social science background.

Watsonville, California, Us

Collaborated with senior leaders, colleagues, and business partners to optimize company’s cash and financial services, while ensuring robust relationships with 10+ financial institutions, and operations and administrative departments► Managed electronic payment process and monitored banking activities for 100+ accounts to ensure prudent use of cash and mitigate business risk, emphasizing fraud prevention ► Initiated domestic and international wires (incl. FX), and evaluated 750+ wire and ACH payments per month ► Reduced payment processing time by 20% managing improvement project employing process redesign and automation ► Facilitated company-wide capital expenditures, and cash calls and distributions for 20+ joint ventures ► Prepared cash flow, investments, and employee stock analyses, and calculated weighted average cost of capital (WACC) for senior management ► Administered Kyriba Treasury Management System and Bank of America CashPro, and assessed Systems and Organization Controls (SOC) reports for five third-party applications ► Fulfilled KYC requests, performed due diligence, and analyzed financial statements, contracts, and policy documents

Watsonville, California, Us

Managed Sarbanes-Oxley (SOX) audit, planning and executing end-to-end audit process; supervised seven auditors, reviewed work papers, and reported findings to senior management and external auditors► Supervised SOX compliance testing of 200+ internal controls, financial reports, and spreadsheets in accordance with PCAOB standards ► Developed strong relationships with internal stakeholders and external auditors, contributing to 55% auditor reliance on overall control testing, reducing audit costs ► Conducted remediation testing, risk assessments, fraud investigations, and compliance and efficiency reviews

Watsonville, California, Us

Partnered with business process owners, auditors, and management to achieve SOX compliance ► Administered SOX documentation for 16 processes and coached 12 process owners on financial statement risk and internal control design ► Optimized processes by documenting, analyzing, and improving workflows, minimizing overhead ► Prepared analyses supporting SOX 404 top-down risk assessment (TDRA) and mapped key controls

Watsonville, California, Us

Accomplished cash management objectives processing 500+ electronic payments per month, monitoring 100+ bank accounts, consulting with financial institutions, and providing internal customer service ► Decisioned positive pay exceptions, researched potential fraud, and prepared fraud affidavits ► Created and maintained wire payment templates, administered 3,500+ corporate purchasing card program, and arranged direct debit payments for vendors ► Completed bank enrollment, account setup, and authorized signer documentation, and analyzed lockbox deposit and bank fee data

I was laid off from Airborne, Inc.; the Finance & Accounting Department was moved from Carmel, CA to Minneapolis, MN.

► Systematized control and valuation for $28M of inventory across 14 locations ► Developed accounting, operations, and sales & marketing reports used in management decision making► Fulfilled due diligence requirements for acquisition audits

► Processed A/P and performed A/R collections for high-profile client► Interfaced with vendors to resolve billing discrepancies

B.A., Political Science With Geography Minor

Master'S Degree, Criminology, Law And Society

Educational Requirements For Cpa Licensure