“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 and executive team in the potential growth and challenges of a proactive, informed stance on business development and opportunity forecasting. My particular lens allows me to integrate business performance metrics and data into strategic planning that achieves intended results for Richey May.”While I enjoy the detail of financial data, I also function from a big picture perspective and can easily identify operational areas with improvement opportunity. RESULTS• Business Finance Integration into Vision & Strategy• Actionable Business Metrics• Financial Reporting as a Keystone to Business Development• Process Improvement Mindset• Risk Management Foundational Structure• Department Policy & Procedure Establishment• Financial & Accounting Structure / System Implementation • Financial Statement Clarity• Informed Decision Making FocusI led the integration of annual pay increases and the current-year budget, a first for my company. I created a tool to manage data related to performance metrics, title and promotion history, payroll history and the budget targets. In this project, I also researched market data and summarized various national and local reports for reference to enhance the tool.I am leading a risk management project and working to increase operational efficiency, cost savings, and risk mitigation related to our insurance products. I establish process structure that builds efficiency and productivity. In terms of disorder, I find it, fix it and leverage it.I thoroughly enjoy the operations side of business and prefer an integral role in running the business. At Richey May, a leading professional services firm, I am pleased to be constantly growing my operational expertise and making a positive difference every day.

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 Public Accounting, a distinction earned by only 100 firms in the country. Also named as the fastest-growing Best of the Best Firm in 2014, Richey May was ranked as one of Colorado’s best companies to work for in 2014 by ColoradoBiz Magazine.More recently, Richey May was named one of the Top Ten Denver-Area Accounting Firms.Specialties:Financial servicesAlternative investmentMortgage bankingReal estate industries“I appreciated the growth into a larger organization that was continuing to evolve as a business and as the Controller, I incorporated learnings from my previous roles, such as:Operational accounting functionalityHuman Resource matter collaborationsVendor NegotiationsBudgeting and forecastingFinancial reportingI have found my niche collaborating at the executive level with the Managing Partner and COO to develop new theory and strategy for running the business more efficiently and effectively. I am both humbled and pleased to impact our organization at this level.”• 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.

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. As the sole expert on all financial matters, this role served to expand my big picture perspective related to business operations and development. A solid learning experience. In addition, I led and influenced supplier and vendor negotiations in the U.S. and China, constantly managing margin shrink and efforts to keep costs down.”• 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 of:- Contractual and payment negotiations- Product orders and overseas transport- Collaboration with transport/import brokers from the US port through cross-country truck transport- Unloading, storage, and inventory management- Online order fulfillment• 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. • Developed a strategy and plan for the necessary financial and accounting foundation for the company. Designed and executed financial structure, including: Sales tracking and receivables, accounting system, bank accounts, chart of accounts, and procedures.

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 CFO and acting as Controller wearing many hats. A favorite experience involved getting creative searching for new funding sources and building partnering relationships for this struggling company during a difficult time in the industry.”• 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.• Oversight of Accounts Receivable, including billing, tracking, and collections.• Involved in loan requirements to produce annual audited financials, including transitioning Mexican accounting records to US GAAP requirements; also oversaw other compliance issues to maintain insurance policies and tax return reporting.• Managed Accounts Payable, including multiple settlement negotiations on distressed accounts.

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 payables and payroll processing. This project was in the early planning and launching phase, so there were very few sales and no positive cash flow. So minimizing the costs and managing the banking relationship on the Line of Credit was critical.”• 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.

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 $50M organization with 15 business units. I modeled out in a spreadsheet each unique business unit and then consolidated together this complex organization in order to evaluate at a high level the profitability and cash needs of the company. This also allowed for the budget to actual analysis of the consolidated financials in the same presentation format of the audited consolidated financials. This project was challenging but invigorating to provide analytical tools and identify business solutions for the CFO and CEO. I focused on producing regular financial reporting and providing information to the executive team for decision-making purposes. I also prepared consolidated financials and footnotes for the annual audit.”• 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.• Developed new marketing evaluation tools to track potential customers and sales, increasing cost effectiveness and accountability.

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 sophisticated models to analyze the cash flow forecasts, retail rate structures, and risk exposures of electric municipal utilities. It was fascinating work.”• 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 of Directors, a significant achievement.• 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 capture the results in visual graphs and prepare reports for clients. This led to the company’s ability to identify customer sensitivity to proposed retail rate plans and forecasting accuracy.

“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 D.C. I had the opportunities to attend briefings at the National Press Club and with Senator Harry Reid and Judge Thomas Griffith. I met with other legislators and think tank groups to discuss various topics and issues. I also took full advantage of taking in the sights and history of the area. This was a very rewarding summer internship.”