Established in 1978, CSI Construction is a general contractor providing general contracting, construction management and design-build services. With four office locations across the west, we specialize in constructing retail, grocery, multifamily, hospitality, senior housing, theater, office, recreation, medical and industrial facilities. Over the last 42 years, we have constructed nearly 50 million square feet of projects in over 20 states.

► Grew online sales to $20 million in revenue within 2 years of launching business; 22% net profit.► Created Tyme Style Global Limited (an Irish Corporation) to handle all international operations and Sales into the European Union, Canada, and Australia generating $6 Million in revenue.► Vetted and incorporated a cryptocurrency tracking system which led to appropriate accounting for all transaction types with a cost savings of nearly $15,000. ► Built the operational function from the ground up, selecting and optimizing all accounting, sales, marketing, and operational software while building internal controls to bring the business into the Netsuite ERP and Google Drive “Cloud.” ► Setup and managed all financial processes, internal controls, SBA funding, lines of credit, budgeting processes, sales tax compliance, and General Liability Insurance.► Oversaw responsibilities for all patents, copyrights, and patent infringement management decisions.► Responsible for reviewing all contracts and negotiating supplier terms and conditions.► Oversaw personnel hiring, terminations, and salary reviews.► Designed and rolled-out the businesses’ first performance management system which streamlined management and improved learning and development of staff. ► Oversaw human resources including setup and maintenance of the Employee Handbook, 401(k), and health and wellness plans.► Headed up all procedures related to controlling and reporting Sales Tax Nexus compliance throughout the US, especially related to changes from S.D. v. Wayfair. ► Reviewed and integrated a sales tax tracking system that not only handled the volume of transactions performed by the primary company but also tracked Sales Tax Nexus risk. ► Oversaw all international accounting standards, practices, and reporting including directed all intercompany transactional accounting for subsidiaries and month end accounting rollup and consolidated financial statements.

► Part owner and Founder of Kurrent Inc., a digital Cryptocurrency exchange platform.► In charge of all accounting and human resource functions within the company; streamlined accounting and human resource processes to reduce workpaper and document requirements.► Designed and implemented a formalized accounting process, controls, tax reporting processes, financial policies, and regulatory compliance evaluations.► Formulated the checklist for monthly and yearly closing process, annual compliance projects, and policies and procedures for AP, revenue recognition, accruals, and cash reconciliations. Efforts successfully ensured consistency for financial data integrity and compliance with regulatory requirements.► Oversaw the month-end and year-end close.► The platform was under development SEC, OCC, and FINRA regulatory compliance changes forced us to close the company before any operations were started.

► Oversaw revenue growth from $6M to $12Mper year, grew sales from $5M to $14Mper year.► Oversaw 6 Pearl Auto Body locations and Gunslinger Custom Paint, managing accounting functions, human resources, inventory, compliance, and financial reporting and analysis.► Lead on hiring, talent management, performance reviews, and terminations.► Saved Gunslinger $600,000/year by co-developing a supply chain a process improvement plan with Harley Davidson. ► Directed the local city and county sales tax audit and reduced the final audit amount by 48% of the initial audit by demonstrating the statistical errors measured by the city auditor. ► Created the budget process for reviewing and controlling all expenditures.► Controlled the revenue accounting process and respective revenue account reconciliations.► Implemented a computerized tracking system to control all purchasing, inventory controls and job cost manufacturing.► Develop monthly financial results with actual to budgeted analysis.► Managed the accounts payable, AR, inventory control, and purchasing processes. ► Continuously enhanced and refined the month-end close processes and procedures that can scale effectively as the company grew. ► Helped to manage the acquisition of the sixth Pearl location and completed due diligence during acquisition and helped to integrate the new location into the other existing Pearl Auto Locations.► Completed the reverse due diligence process for an outside acquisition of all six Pearl Auto Body locations by Gerber Collision and Glass.► Performed split-book accounting while Gerber Collisions integrated new accounting system. Developed a process to split AR, AP, taxes, credit cards, and transactions between the two companies. ► Performed purchasing manager duties while there was a gap in employment for the purchasing manager position, and developed new streamlined procurement methods. Then, trained the new purchasing manager these new techniques.

► Oversaw complex projects from original bids through final construction and closeout.► Managed large masonry projects and relationships with General Contractors, Architects, Engineers, Superintendents, and Construction crews. ► Ran several projects as an onsite foreman by managing 10 - 60 onsite construction personnel to ensure buildings were erected on time and within specifications.► Analyzed financial information and presented detailed reports for review with TSM owners.► Completed union payroll audits and other in-house audits to prepare for end-of-year financial statement audits, and tax preparation for external CPA firms.► Worked with external CPA firms to compile end-of-year adjusting entries and financial statements.

► Specialized in construction auditing and the preparation of financial statements, tax returns, and other related financial and tax reports for firms with revenue between $8M - $450M.► Contributed to executive reporting and financial reporting in cross-functional collaborations with C-suite. ► Construct the annual or monthly percentage of completion schedules for clientele.► Completed budget forecasting, analyzed monthly financial statements, and calculated variance explanations for a multitude of clients.► Designed and implemented best practices in month-end close procedures and documentation.► Maintained depreciation schedules for books and all tax methods using Asset Keeper Pro.► Assisted with year-end activities, including audits and tax preparation.► Conducted inventory audits for large scale concrete recycling and excavating companies, building material suppliers, and other construction related clientele.► Solely responsible for audits of small-to-medium-sized firms. ► Traveled to client sites and performed audit work, proposed adjusting journal entries, and developed work papers using excel spreadsheets, word documents, and helped to computerize the previously handwritten work documents.► Prepared tax returns for C-corps, S-corps, Partnerships, LLC’s, Health & Welfare plans, and Individuals.

► Oversaw the auditing team to audit over 260+ stores a year. ► Traveled throughout United States and Canada employing various audit procedures to evaluate store performance and operations.► Reconciled actual inventory levels to adjusted book level to determine operating efficiency of stores.► Trained Sam’s club management how to conduct semi-annual inventories.► Tested internal control structure and determined the completeness and accuracy of inventory levels for presentation and disclosure.► Completed Year End work-papers of the Wal-Mart Health and Welfare Plan for Ernst & Young.► Reviewed General Journals and posted correcting journal entries. ► Assisted in collecting and preparing annual audit schedules.► Conducted functional audits of various store operations to test compliance with corporate policies and procedures, as well as, government laws and regulations.► Participated in the Wal-Mart leadership foundation and management development program.