Marshall Olson Email & Phone Number

Denver, Co

Golden, Colorado

Organized and founded this Accounts Receivable Management Company which was sold in 2012. Utilized market research and planning to determine business development and sales strategies. Responsibilities include cash management, cost and risk management, financial reporting, budgeting and forecasting. Built relationships with key vendors to maintain needed account inventory levels. Provide oversight of accounting and financial statements and business operations.

Lakewood, Colorado

Organized and founded this business of collection and recycling of restaurant grease which was sold in 2008. Increased customer base through business development to over 500 individual and corporate accounts. Provide oversight of accounting and financial statements as well as cash management, budgeting and forecasting. Determine key target market for clients and develop strategy to maximize the company's market share. Maintain key business alliances to ensure longevity of relationships.

Provide oversight of all financial aspects of this privately held multi-state manufacturer and retailer of residential furniture and mattresses. Interface with auditors, IRS, bankers and general counsel. Generate and review financial statements and provide input for revenue and profit optimization. Interact with upper management of subsidiaries about P & L management and Budgeting/Forecasting. Provide input for efficient inventory and warehouse management. Oversee IT Department and Accounting Department including Payroll and Human Resource Department.

Denver, Colorado

Provide recommendations for wealth management in the areas of investments, life insurance, health insurance, disability insurance, retirement and estate planning. Developed business continuation plans for small and medium sized business owners as well as structure deferred compensation and executive bonus plans. Set up retirement plans including IRA's, SEP's, Keogh's, 403(b)'s, and 401(k)'s. Hired and managed registered representatives and assisted them in building and maintaining clients. Educate and train sales associates and assist in competitive product analysis.

Denver, Colorado

Prepared tax returns and handled tax matters for a variety of clients including individuals, corporations, partnerships, trusts and estates. Maintained quality relationships with existing client base while working in the field. Work with clients in areas of oil and gas, retail, manufacturing, distribution and services.

Bachelor Of Science (B.S.), Accounting And Business/Management

Accounting And Business