Mark Isom Email & Phone Number

Greater Salt Lake City Area

Provide services to small companies including startups, acting in the capacity of CEO or CFOManage operations of several client companies including accounting, reporting, taxes, banking, finance, and regulatory and risk management

Columbia, South Carolina Area

Managed operations and staff of six dealerships in the southern US – as part of FreedomRoads, a national consolidator of RV dealershipsProvided regular accounting functions including monthly closing duties, financial statements, budgets, forecasts, management reports, IT oversight, regulatory and risk management, education and trainingStreamlined accounting function, reduced accounting staff from 26 persons to 4 -- cleaned up and reorganized operations following acquisition of 6 RV dealershipsFacilities management – through consolidation, liquidation, and cleanup – reduced expenses, risk, and complexity Expense reduction – in personnel, facilities, IT, and elsewhere – reduced operating expenses nearly $1,000,000 per yearResolved pre-existing lawsuits to only a handful of actionsManaged all of the HR, payroll, tax, accounting, reporting, and financial activities for the region

Greater Salt Lake City Area

Licensed Professional Employer Organization (PEO)Established employee leasing program for clients including benefits and payrollProvided all aspects of Human Resource function for several small business

Redmond, Washington

Participated in the creation of a captive leasing capability for Genie Manufacturing, the world’s largest manufacturer of construction lift equipmentWorked with a small team to design, program, implement, and maintain a software application that was used by Genie to plan the timing of production of over 50 types of construction equipment fabricated in 7 countries and sold to a worldwide marketplace

Toledo, Ohio Area

Created course curriculum and instructed employees in the US, Canada, Europe, and the UK in the regulatory, tax, accounting, and financial complexities of equipment leasing.Instructed thousands of employees in these complex areas and in lease structuring and marketing strategyParticipated in a team that guided the operation and its employees to earn and be awarded the annual Malcolm Baldrige National Quality Service Award by the President of the United States in 2000. There are only a handful of recipients of this award each yearCo-authored a text that guides equipment-financing decision-makers through the complex “Lease vs. Buy” decision processLed employee groups in each business segment through detailed process management and improvement analyses and taught courses on customer service, personal skills training, business writing, and Six-Sigma quality manufacturing and service

Greater Salt Lake City Area

Conducted training sessions at each manufacturing location of GTE to train employees regarding the complex financial cycle of sales, collections, and expenses and demonstrated the impact of each employee in this cycle and their impact on ROA, ROE and stock price. Taught the intricacies of the accounting process and the significance of the Statement of Cash Flows and its relationship to other financial statementsCreated lease structuring and analysis software applications for equipment leasing personnel and designed and taught courses to implement the software along with over 80 additional one and two-day seminars dealing with the complexities and regulatory aspects of the leasing industryAuthored and co-authored several texts and training videos regarding leasing and financial investment decisionmaking, lease structuring, lease accounting, and others. These were used as a foundation to much of the training services provided by Isom & Associates consulting

Bachelor'S Degree, Accounting, 3.85 Gpa

Magna Cum Laude and Beta Gamma Sigma Inductee

High School