Kevin Mckenzie Email & Phone Number

Salt Lake City, Ut, Us

Salt Lake City, Utah, Us

Salt Lake City, Utah, Us

Sunrise, Florida, Us

Lehi, Utah, Us

Lehi, Utah, Us

South Jordan, Utah, Us

Salt Lake City, Ut, Us

South Jordan, Utah, Us

• Create presentations, and present in quarterly Board of Director meetings covering all aspects of the business. Work with several key members of the board to discuss, create and drive strategy for AdvancedMD.• Drove completion of carve out audit and initial listing of AdvancedMD as a divestiture from ADP. Was principal financial contact during all meetings with potential buyers. Completed financial stand up of carved out entity including banking, opening balance sheets, financial systems, expense and purchasing systems.• Lead General Accounting, Financial Planning & Analysis and Accounts Receivable teams, including expanding standard operating procedure documentation for all teams, and implementing cross training and career paths for all groups• Direct and approve quarterly forecasts and annual and strategic plans, preparing and presenting to executive management and holding strategy discussions to improve short and long term projections • Implemented rolling 18-month forecast while maintaining speed and accuracy of prior forecasts, allowing management to quickly see the longer term impact of business results and future strategy• Participate in monthly Executive team meetings to discuss overall business strategy, and suggest goals and objectives for the entire business unit and help implement process improvement across the company• Corporate Controller, overseeing and establishing internal controls, tax submissions and quarterly internal/external audits• Introduce reporting and process improvements, successfully reducing monthly close from four business days to two, and automating the allocation of multi-departmental expenses across three business units with improved accuracy and speed• Create and monitor accounts receivable improvements, reducing average monthly AR balance by 45% through the creation and automation of a dunning process, payment strategies and direction during weekly meetings

South Jordan, Utah, Us

• Grew and managed Analyst team focusing on all financial aspects of the business, and documented and trained on standard operating procedures and best practices for modeling and process automation• Reviewed and approved overall creation of annual plans, monthly forecasts and strategic plans, and worked with senior management and operations to plan and anticipate needs resulting from high growth in a particular line of business • Segmented business into three operating lines to provide management clear visibility on the performance of each line, and automated reports, models and entries to ensure that accuracy and timing of plan, forecasts and close were not impacted• Expanded reporting capabilities on micro and macro levels through MS Access database automation, and by combining multiple systems such as NetSuite and Oracle, ultimately reducing forecast turnaround time from seven days to four

South Jordan, Utah, Us

• Created annual operating plans and monthly forecasts for consolidated business unit, and presented to senior management the impact of variances to monthly forecasts and proposed changes to financial models• Assisted in development of five-year strategic planning financial models and trending, as well as the creation of presentations for executive management detailing the financial opportunities and risks of strategic plan• Participated in ADP acquisition due diligence process, including the creation of five-year financial models and documentation of key acquisition-related assumptions, and working with executive management to build presentations used to obtain purchase approval• Automated general ledger reporting in MS Access and Excel to simplify month-end close and provide senior management with a clear picture of monthly and year-to-date variances to plan and forecast

Düsseldorf, North Rhine-Westphalia, De

• Reviewed and approved yearly customer trade spending, and reviewed and reported Midwest Region’s $500M sales/year• Analyzed, determined ROI, and recommended improvements to annual promotional activities and events• Clarified for management through cost of goods sold and other key metrics impact of changing product sizes or formulas

Danbury, Ct, Us

• Oversaw all financial matters of $50M, 26-branch West Region, including creating annual operating and five year strategy plans, while overseeing regional forecasts, analysis and reporting• Visited and trained branch managers on quarterly basis, and provided branch-specific recommendations for cost and revenue improvements followed by an ongoing tracking of progress against established goals• Analyzed with MS SQL Server current product line offerings to gain clear understanding of gross margins and operating profits, and ultimately recommend process and billing improvements that represented ±$83K in additional yearly profit• Reviewed yearly SOX requirements from external auditors and helped update policies and requirements, and traveled to retail locations to complete yearly internal SOX audits• Performed insurance and contract reviews, calculating impact of pricing changes and recommending to management optimal contract terms and rates

Austin, Texas, Us

Bethesda, Md, Us

Mba, Finance

Bs, Finance