Responsible for the overall profit & loss of the company’s operations and all its financial matters. Increased revenue from $100 million to $130 million and EBITDA from $10 million to $18 million. Established integration procedures to transform a collection of non-integrated medical practices into an integrated medical business which yielded annual savings of $3 million. Responsible for all negotiations, build outs, and renovations related to the company’s 55 multi-site real estate locations.

Managed all accounting operations, financial reporting, consolidations, internal controls, compliance, and financial systems for a $1.3 billion revenue and $1.1 billion total asset real estate company. Responsible for all treasury transactions including daily liquidity flows of $50 million, the risk management of $600 million in warehouse debt financing, and the quarterly reporting requirements related to $200 million of private equity financing

Controller, Salt Lake City, UT (2012 to 2017)

Served as the senior management executive in SLC for over 100 Controllers in the Securities, Investment Management, and Investment Banking Divisions

Product Controller, New York, NY (2006 to 2012)

Served as a product controller for the real estate investment fund business. Performed accounting reviews of potential investments and reviewed an investment’s fair value and related financial statement disclosures in accordance with U.S. GAAP.

Managed the preparation of all externally released financial data including all SEC filings, the annual report, and quarterly earnings release documents

Participated in a National Office rotation in the Technical Accounting Research Services department
Served as an audit senior manager for public and private companies

Planned and performed financial statement audits