Travis Winder Email & Phone Number

Greater Denver Area

• “As a trusted advisor, I guide executive leadership and our partners to view business success through the perspective of corporate finance and accounting. This involves educating CPAs, other financial experts, the BOD.
• Business Finance Integration into Vision & Strategy
• Actionable Business Metrics
• Financial Reporting as a Keystone to Business Development
• Process Improvement Mindset
• Risk Management Foundational Structure

Greater Denver Area

• Richey May & Co. provides assurance, tax and business advisory services across the U.S. to successful privately-held companies and owners. Richey May was recognized in 2013 and 2014 as a Best of the Best Firm by INSIDE.
• Initiated development and implementation of processes and procedures for Receivables Collections, recovering over $1M in aged receivables for two consecutive years.
• Recognized need for Line of Credit (LOC) increase and initiated discussions with bank, achieving LOC increase and point of contact relationship.
• Led preparation of monthly financial statements and managed payables and cash management practices.
• Identified opportunity to enhance the budgeting process and incorporated detailed line items for more sophisticated analysis, building forecasting and planning accuracy.
• Assessed current practices and determined need for development of policy and procedures for accounting and finance units, creating consistency, accuracy and increased functionality.

Greater Denver Area

• Start-up company selling dental products direct to consumers through eCommerce sales channels.“Here, I was responsible for all aspects of the finance, accounting, product purchasing, and human resources of the company..
• Transitioned the business from cash-based to accrual-based financials to produce financial statements instrumental in securing $300,000 line of credit with the bank for business expansion needs.
• Led analysis of thousands of sales campaigns leading to the identification and recovery of $150,000 underpayment from a third-party marketing company.
• Managed the product procurement and order fulfillment involving the importation of 5 product lines from at least 7 suppliers with 5 to 10 shipments each year of 5,000 items each, this involved the complex coordination.
• Negotiated product liability insurance policy dispute for a favorable settlement at 50% of the amount demanded by the insurance company.
• Managed cash flow, including multiple bank accounts, receivables, payables, payroll, and regular planning meetings with business owner.

Greater Denver Area

• International Land Developer with projects in Mexico and Colorado.“I held a multi-functional position and oversaw the finance and accounting aspects of the company in a distressed situation, reporting directly to the.
• Managed first-time, multi-year audit of Colorado project, interfacing with auditors, producing financials and schedules, and working with auditors to ensure GAAP compliance, leading to favorable audit results.
• Responsible for financial budgeting, strategic planning, cash flow management and modeling with continuous reporting to executives regarding status and outlook.
• Prepared valuation models and business analysis reports, gaining interest and securing new investors and sources of capital.
• Managed accounting records for 5 US companies and reviewed accounting records for 10 Mexican companies.
• Produced quarterly consolidated financial statements and sub-schedules for 15 companies across 2 projects.

Aurora, CO

• International Land Developer with projects in Mexico and Colorado.“As the Project Controller, I managed the finance and accounting aspects of the Colorado project and focused on operational accounting, especially.
• Managed Construction Line of Credit, including draws and disbursement of funds to contractors and suppliers. Reviewed, scrutinized, and challenged disbursement requests. Managed banking relationship and loan compliance.
• Managed accounts payable, including multiple settlement negotiations on distressed accounts.
• Provided internal status reports on sales, lot inventory, and capital expenditures to the executive leadership team. Attended the Board of Directors quarterly meetings to present financial reporting package.
• Prepared 1-year budget outlook anticipating cash needs compared to actual results.
• Managed processes, created efficiencies, and analyzed anticipated revenue sources.

Greater Denver Area

• International Land Developer with projects in Mexico and Colorado.“This was my first job after Business School in the summer of 2005. Quite literally on day 1, my first project was to prepare the 2006 budget for this.
• Created comprehensive 20-year forecast spreadsheet including lot sales, retail stores, hotels, golf courses, restaurants, planes, marketing programs, payroll, capital/infrastructure projects, and debt facilities.
• Developed annual budget and planning processes for the organization based upon anticipated cash needs with longer range financial plans for the organization.
• Improved airplane transportation reporting and scheduling, saving the company 25% in annual operating plane costs.
• Built valuation models and reports to summarize the properties in the company portfolio; Provided analysis to potential private investors and investment bankers, attracting and securing new capital sources.
• Examined and audited financial statements in order to assess accuracy and profitability; Improved reporting system to efficiently produce monthly consolidated financial statements.

Greater Denver Area

• National engineering consulting firm in the energy industry.“Here, I enjoyed learning about heavy analytics, forecasting and modeling and became an advanced user of Spreadsheets. My main role was to develop.
• Managed the “Cost of Service” project, including project proposal, contract negotiation, and frequent communication with client. This led to full approval and implementation of proposed retail rate plans by the Board.
• Designed and built models of cost and revenue requirements to create dynamic tools for internal business decisions on residential, commercial, and industrial electric retail rates.
• Analyzed risk exposure for energy production and distribution systems using proprietary software program.
• Created database composed of tens of thousands of actual customer records in Microsoft Access. Adapted the relational database tools and programming to apply the current and proposed retail electric rates, and then.

Washington D.C. Metro Area

“This was a research and writing internship that fit very well with my undergraduate coursework in economics. I had the opportunity to research at the Library of Congress and prepare a policy paper on biotechnology that helped to inform the director of the organization on the topic.The best part of the internship involved an inner glimpse of Washington.

Mba, Finance/Marketing

Activities and Societies: Finance Club ~ MBA Marketing Association ~Net Impact Graduated from highly regarded MBA program (see link.

Bachelor Of Science, Economics

Activities and Societies: BYU Student Association Economics major with classes in microeconomics, macroeconomics, econometrics, and banking