Mark Ashby Email & Phone Number

Salt Lake City, Ut, Us

Menlo Park, Ca, Us

 Oversaw the financial reporting process to ensure accuracy and compliance with GAAP.  Managed the accounting team and provided leadership in financial analysis and decision-making. Completed ERP transition from SAGE to SAP S/4 Hana. Ensured proper revenue recognition and management of cost accounting practices. Coordinated with other departments to gather necessary financial data for reporting and analysis. Conducted tax law compliance and banking activities as needed.

 Evaluated work being completed on sales tax returns (PPV) and discovered filing errors that were being made, this resulted in annual savings greater than $100,000. During the merger of PPV and VetCor implemented changes to filing procedures resulting in $500,000+ in reoccurring annual savings. Responsible for the conversion of lease accounting from ASC 840 to ASC 842, including evaluating and selecting the lease software to be used. Completing all calculations and journal entries necessary for new reporting standards. Responsible for revenue reporting for over 150+ veterinary clinics. Which includes verifying accounts receivable and allowance for bad debts.

Austin, Tx, Us

 Assessed accounting policies, processes, procedures and controls. Offered solutions and implemented processes to decrease close time from 10 days to a streamlined three days to ensure an accurate and efficient month end close.  Evaluated work being outsourced to tax firm, made recommendations for work to be returned and completed in house. Implementing and documenting new policies and procedures and mentoring and training staff on new procedures. Company savings is estimated to be $10,000 annually in outsourcing fees. Analyze and interpret financial information, financial statement preparation and reporting. Investigate variances, recommend and generate reports and offer solutions. Liaison with audit and tax team to prepare for audits and complete tax returns. Direct activities of accounting staff to ensure timely completion of processes.

Zurich, Ch

 Initiated an affiliate employee allocation program that included desk instructions and allocation procedures, enabling the company to bill affiliates for time spent on projects and track A/R data for timely payments; program continues to generate $1.5M+ in reimbursements on an annual basis. Established Reg W program including policies, procedures, and FDIC regulatory requirements; led to clearing 100% of the outstanding FDIC issues and protecting the bank from monetary fines. Oversee compliance and regulatory reporting along with dual employee and affiliate allocation; regulatory reporting includes but is not limited to SOX preparation, Regulation W/23a & b, and FDICIA controls. Implement and document new and existing policies and procedures. Liaison with GIA, FDIC, and EY auditors on regulatory examinations to ensure compliance with government and internal regulations; established FDICIA control program to maintain internal controls.

Zurich, Ch

 Orchestrated month-end close, reconciled various GL accounts, and executed daily accounting functions.  Engaged in regulatory reporting including FR2644 & FR2900 and regulatory call reports; highly involved with GIA, FDIC, and EY audits of accounting and mortgage procedures.  Created and maintained documental accounting procedures for a $1.5B mortgage portfolio.  Developed and documented Call Report procedures for UBS AG Tampa Branch.

London, Gb

 Prepared S corporate, C corporate, and pass-through entity returns; thoroughly and accurately reviewed and analyzed financial and tax information. Provided guidance and planning on working capital and long-term assets, as well as tax policy analysis. Worked on client issues in domestic federal taxation; focused on implementing tax strategies to support the client's business goals, devising optimal approaches to tax situations. Maintained a high level of efficiency and accuracy, continually exceeding company goals for utilization; recognized and awarded an individual, mid-year bonus for excellence in work quality and efficiencies. Contributed to the generation of new business, creating $1M in new annuity revenue. Supervised, trained, and mentored associates and interns.