Trent Walker Email & Phone Number

Lehi, Ut, Us

Salt Lake City Metropolitan Area

Greater Salt Lake City Area

We empower you, the business owner, to make critical business decisions by giving you dynamic scoreboards that create context and meaning from your financial data. We utilize the latest technology to optimize the accounting, and reporting so your focus can be on how to improve your business. We become partners, your goals are our goals. We help you identify and overcome challenges, accelerate the growth of your company, and achieve your goals. Our ultimate goal is simple: provide you strategic insight and analysis to navigate the challenges you face without the cost of an in-house CFO.

•Worked with board and investors during 5 funding rounds to raise $35 million in convertible debt to fund operations of the company.•Produced business plans, pitch decks, pro-forma financials, and private placement memorandums •Built and produced monthly dashboard to give visibility to key metrics of the company•Managed the cash of the company to find savings opportunities--over $134k saved in 2018•Managed and signed off on annual audit and ensured financial statements were accurate including consolidation of foreign subsidiaries•Built budgets and forecasts to give insight as to cash needs and prepare budget/forecast to actuals•Created and updated cap table to show capital structure and dynamic outcome of exit deals•Managed payroll, issued stock and options, negotiated contracts and lease agreements•Managed IRS, property tax, unemployment, workers compensation, disability insurance audits

Richmond, Virginia Area

•Built and managed budget for 43 departments worth over 1 billion in sales with weekly reporting to budget and forecast. •Built automated data mart for all merchandise departments that was used daily by merchants, inventory, marketing, web and finance--supporting over 300 individuals to answer questions regarding sales, inventory, profitability and analytics•Managed, trained, and motivated team in a very fluid and dynamic environment

•Built valuation model for $30 Million Series D financing round in the biotech arena—resulted in novel strategy presented by CEO to board of directors which was subsequently approved at Q Board meeting•Performed IPO/acquisition criteria analysis evaluating pipeline, valuation histories, and strategic partnerships for CEO to guide company in preparation for exit

Mba, Finance

Bachelors, Economics