Chief Financial Officer at NICE inContact

BS From California State University-Fresno
Male
Greater Salt Lake City Area
WORK DETAILS

NICE inContact

Chief Financial Officer
April 2017 - Present
(3 Years and 5 Months)

American Fork High School

Head Lacrosse Coach
Head coach for Girls Varsity Team
February 2013 - Present
(7 Years and 7 Months)

AccessData

Chief Financial Officer
April 2016 - September 2017
(1 year and 6 Months)

LANDESK Software

Corporate Controller
• World Wide responsibility for Accounting function including General Ledger, Payroll, A/P, A/R, Fixed Assets, Consolidations, Reporting• Help Manage Treasury and Tax Compliance• Significant entities in China, Japan, Ireland and United Kingdom
May 2012 - April 2016
(3 Years and 12 Months)

Amkor Technology

VP of Finance for Philippines Operations
In charge of all Accounting, Finance, Treasury, and Tax for the operations in the Philippines. ~6,500 employees and $700m in Revenue• Philippines responsibility for accounting and financial reporting, and ensuring appropriate application of US GAAP to the financial statements and transactions• Accounting responsibilities include G/L, Payroll, A/P, A/R, Fixed Assets, and Cost Accounting, Divisional Internal Audit• Financial Planning and Analysis including monthly forecasting and yearly planning with variance analysis and as-hoc analysis for opportunities of growth and cost savings• Oversee Treasury management and Tax Compliance• Experience in Upgrade to new release of SAP• Improved close process, increasing efficiency and accuracy with zero year end proposed adjustments or waived adjustments.• Installed annual planning process with involvement of operations and product line profitability. • Improved reconciliation process, increasing consistency and accuracy• Supported SOX 404 compliance along with improvements to accounting processes with 2 and 0 deficiencies for the 2 years respectively. • Converted rental of equipment to buy and saved company $500k per year• Utility analysis and saved $2M per year with better pricing and new solutions. … see more
December 2009 - May 2012
(2 Years and 6 Months)

Boart Longyear

CFO - North American Region
• North American responsibility for accounting and financial reporting, and ensuring appropriate application of IFRS to the financial statements and transactions• Accounting responsibilities include G/L, Payroll, A/P, A/R, Fixed Assets, and Cost Accounting• Finance Lead for a significant acquisition, including business and system integration• Completed development of Shared Service Center for all of North American accounting. $2M annual savings• Improved close process, increasing efficiency and accuracy• Improved reconciliation process, increasing consistency and accuracy … see more
May 2008 - March 2009
(11 Months)

ON Semiconductor

VP Corporate Controller
• Company was sold to ON Semiconductors for almost $1.0B• World-wide responsibility for accounting and financial reporting, and ensuring appropriate application of GAAP to the financial statements and transactions• Directed SEC financial reporting, and managed external auditors• Participated in Investor Day / Investor Relations• Participated in Audit Committee meetings to discuss accounting issues and earning releases• Participated in Secondary Public Offering• Accounting responsibilities included G/L, Consolidations, Payroll, A/P, A/R, Fixed Assets, and Cost Accounting• International responsibilities for all locations, including major presence in Belgium and Philippines• Finance Lead for mergers and acquisitions, including business and system integration• Decreased working capital for better cash management• Shortened accounting close from 7-10 days to 5 days• Lead world-wide financial system projects• Lead financial policies and procedures for global company• Supported SOX 404 compliance along with improvements to accounting processes … see more
June 2005 - April 2008
(2 Years and 11 Months)

Intuit

Director of Finance (Divisional CFO)
• Finance leader for $250-300M business with 800 employees• Contributed in developing new organization leadership for division• Lead staff for planning, forecasting, analysis along with G/L responsibilities for close process• Developed performance reporting team to ensure accurate and timely reporting of business intelligence to make better and faster business decisions• Drove 3 year and 1 year strategy and planning process• Performed customer profitability study to understand customer behavior and increase profit margins• Finance Lead for Mergers and acquisitions, including business and system integration• Prepared and presented business plans and operational reviews for executive leadership and president of company• Lead system operations team infrastructure … see more
August 2002 - May 2005
(2 Years and 10 Months)

Intuit

Director of Finance (Divisional CFO)
• Finance leader for $600M business with 1,200 employees• Completed road show with CFO for investor community• Lead staff for Planning, Forecasting, Analysis along with G/L responsibilities for close process• Implemented weekly revenue rhythm reporting to ensure accuracy of forecast• Contributor of leadership team for developing business strategy• Drove channel profitability study to help drive pricing strategy• Lead or contributed to acquisition planning, from due diligence through integration … see more
November 1999 - August 2002
(2 Years and 10 Months)

Intuit

Assistant Controller
• Managed the consolidated company’s financial statements, including 4 international locations.• Responsible for Management reporting including Audit Committee Report given to senior executive team.• Worked on Public Offering of Sale of Stock to Public A-4• Managed the external reporting department which includes all SEC filings. • Reduced accounting close from inconsistent 20 days to a consistent 5 days• Hired and developed direct reports to become better skilled thereby a high performing organization and encouraged promotion within Company.• Worked with operations as the key financial representative in evaluating the supply chain and helped to develop initiatives for improved efficiencies.• Developed a financial model to analyze the financial impact of proposed new product offerings.• Managed the upgrade to Oracle 10.7 system. • Accounting expert in acquisitions, divestitures, and joint ventures for the company.• Managed the general ledger, cost accounting, tax, external reporting, A/R, A/P, credit and collection, payroll, and financial operations departments.• Created accounting policies where needed. … see more
August 1996 - November 1999
(3 Years and 4 Months)

Intuit

Tax Manager
• Reviewed sales tax compliance and proposed tax saving plan to executive committee, plan implemented. $40M savings• Reviewed past income tax returns and filed amended return to receive tax refund. $2M savings• Established foreign subsidiaries with commissionaire agreements.• Completed and dealt with form 5471, §956A and Subpart F income. • Oversee audits from both IRS and state jurisdictions with minimal adjustments.• Simplified legal structure of entities for both tax savings and to ease compliance burden.• Developed income and sales tax planning opportunities for company. … see more
June 1993 - August 1996
(3 Years and 3 Months)

EY

Tax Supervisor
• Performed reviews of income tax returns for a variety of corporations and individuals.• Extensive experience with domestic, multi-state corporations that included foreign and domestic subsidiaries.• Researched tax planning issues and developed appropriate conclusions.
January 1990 - March 1993
(3 Years and 3 Months)
EDUCATIONAL DETAILS
1983-1986