Rachel Stone Email & Phone Number

Creating operational excellence- Projects – Finance – ProcessStrategic Operations, Finance, and Projects - I provide Consulting services to General Contractors, Specialty Trade and Development Clients in Utah. I support my clients by providing auditing of financials, creation of financial reporting including Budgets, Project ETC/EAC Forecasting, WIP, Schedule, and Cash Flow. I assist in creating and implementing Process Improvements to support meaningful controls for the successful execution of Projects. Working with teams to create Business Process Improvements (BPI) that enable both the Business and Employees to grow together successfully.Collaborating with various Stakeholders, Leadership, and interdepartmental resources to create project controls, process improvements, gap analysis and lessons learned. Aligned marketing and sales to deliver streamlined proposal process, master service contract management, trade agreements, and supplier terms and conditions. Create Business process mapping and workflow diagrams in PowerPoint and Blueworks Live to assist in Corporate and departmental restructures.

Salt Lake City, Utah, Us

Working with Zions Bank System Owners and SME's: Review, Creation, and Documentation of Financial Scenarios, Transactions and System Management Processes.Reviewed, analyzed and evaluated business processes, procedures and user needs. Provided data analysis to support, compile and report key information for operations and business objectives. Responsible to drive processes and improvement initiatives by gathering and documenting business requirements. Performed and participated in the analysis, design and implementation of business processes and procedures following appropriate standards. Analyzed and interpret data to identify trends, patterns and opportunities for the business and clients.Communicated analysis and interpretation to appropriate audience. Produced, published and distributed operational reports relating to the development and performance of products and processes. Conducted tests or test planning sessions, provide input for feasibility and prepare user documentation and follow-up evaluation. Acted as a liaison with various departments, management and staff to resolve problems and improve processes and procedures.Performed project management leadership functions as a project manager or team member.

Santa Ana, California, Us

SLC Airport Redevelopment Project

Reorganization of Financial and Business Operations structure including:Created & Implemented Process to support Contract Management, Cost Accounting- Work in Process, AP/AR, and Project Management. Project Controls including Scope/Cost & Schedule, Procore and other Project management strategies. I facilitated a 40% revenue growth with a recognized profit increase of 34% across one fiscal year.

North Salt Lake, Utah, Us

Providing Project Control procedure creation and implementation for Big West Oil Refinery in NSL, UT. Implementation of the following: Scheduling, Cost Controls, Facility Budget, Capital Budget management and reporting of Estimate versus actual to all upper levels of Management. Provided Audit of Maximo system financial reporting and cost control setup.Creation of Master Service Agreement language to implement Cost Controls, Risk Management, and Contractor reporting processes. Creation of Document Controls Process and Workflows and setup of E*Doc for Refinery site Document Control. While working with Big West Oil over the last 2 years I have successfully created and implemented Workflow processes including: • P2P Process• PO Closure Process• Scope Change Request and Management Process • MSA and contractually required document submittal process• Project Controls auditing, Project Management analysis and reporting Process

Draper, Utah, Us

Created process and implemented procedures in the Accounting Department to increase productivity and reporting accuracy. Worked directly with Controller and Operations Manager across several internal departments on software workflow and reporting. Created a productive workflow process and control functions to increase cash flow and support accurate financial reporting. Determined Financial Software needs, potential program changes, and implemented structure changes to support the company's growth and reporting needs. Direct oversight of AP, AR and process management while training new additional Accounting Department support staff.Creating software bridge between Financial software and Salesforce.

Kaysville, Utah, Us

• Contracted to create process for a $75 MM Industrial Construction Company with over 300 employees. Implementation of Job Costing, Asset and Inventory Control, Accounting systems, P&L, WIP, AP, AR, and production reporting. • Restructured- Contract Administration Control functions; billings including Time and Material, Lump Sum and Daily Project Reporting structure, time reporting, Equipment and burn rate structure.• Field Process and Procedure creation and implementation & counteractive cost reduction measures. Restructure and Setup of Item's including: COG's, Est. vs Actual, WIP, Accruals, % complete and projections. Assisted in researching, acquiring and implementing Fabrication Inventory Program.2- year restructure of a $75 Million company with over 300 employees

Contracted to Restructure: Job Costing, Contractual Document Control, Accounting systemsWIP/ Contract Progress Billing Documentation Cash Flow Analysis, AP, AR and month end close using QuickBooks Enterprise. Project Management/Field CoordinationTrucking Division Management- Process spreadsheets for Trucking Division Cost/Profit Reporting. Human Resources- New hire and terminations. Health, Dental and Flex Spending account management.

Temporary Contract Appointment with a Defense Company- Contract Control/Manager Temporary appointment with a Defense Software Company in Clearfield, UT.Executive Level support to President, CFO and Project Managers. Meeting coordination, phones, and proposals. Job Costing, Contractual Document control and processing, AP/AR. Time keeping/data entry and allocation. MSR/CDRL processing and submission. Invoicing on Government sites/Subcontractors.

Accountant/Controller for a highly skilled Precision Machine Shop Manage daily office operations while implementing key policy and procedures. Contracting: Job Costing, P&L, Balance Sheet, Month End Close, Payroll, Tax's using QuickBooks Enterprise.Contractual Document processes and Print Drawings.AP, AR- Payroll, Human Resources, Meeting Coordination.

Accountant/Controller for a highly skilled Precision Machine Shop Manage daily office operations while implementing key policy and procedures. Contracting: Job Costing, P&L, Balance Sheet, Month End Close, Payroll, Tax's using QuickBooks Enterprise.Contractual Document processes and Print Drawings.AP, AR- Payroll, Human Resources, Meeting Coordination.

Oversaw the daily input of all accounts payable invoices in to the company accounting system for approval. Customer detail reports, A/R and A/P