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Work Background
EntrataAccounting Manager
Jul. 2023In this role, I report directly to the Controller and are a key contributor to the financial health and accuracy of the company. My primary responsibilities include: Revenue Oversight: Manage and oversee all aspects of company revenue alongside a teammate, ensuring accuracy and compliance.
Reconciliation: Perform thorough reconciliations of cash accounts, accruals, and liabilities related to revenue to maintain financial integrity.
Audit Support: Collaborate with auditors by fulfilling revenue-related selections and inquiries, ensuring transparency and preparedness during audits.
Month-End Reporting: Prepare and deliver comprehensive month-end financial reporting related to revenue, supporting the company’s overall financial close process.
Special Projects: Engage in cross-functional or strategic projects beyond routine month-end tasks, adding value through analysis, innovation, and problem-solving.
This role demands strong analytical skills, attention to detail, and the ability to collaborate effectively across teams to support the company’s financial objectives.
Rent DynamicsAccounting Manager
Jun. 2020 - Jul. 2023Logan, Utah, United StatesI supervise all the accounting functions for Rent Dynamics and report directly to the CEO. I currently supervise a staff accountant and accounting clerk performing A/R & collections, A/P, and general accounting tasks. The following are responsibilities and accomplishments during my time at Rent Dynamics. Assisted CEO in raising $16M in funding
Successfully completed the acquisition of Rent Dynamics. Rent Dynamics was fully acquired by Entrata in July 2023. I was the lead on all financial due diligence completed by Entrata and EY. Worked closely with counsel to complete the estimated closing statement. The purchase of Rent Dynamics was between 100M - 250M.
Financial statement analysis and reporting to executive team and stakeholders
Forecasting and budgeting - maintain an accurate forecast and hold departments accountable for their annual budgets
Billing audits - work closely with developers to improve internal reporting to improve billing audits. Also working with developers to create a more scalable billing process by adding automation.
Cash management - manage a company line of credit and manage the company cash flow.
Alta Bookkeeping LLCBoard Member
May. 2020 - Jun. 2023Salt Lake City, Utah, United StatesAlta Bookkeeping performs accounting services for companies with $1M - $5M in annual sales. In Q1 2021 Alta Bookkeeping partnered with Mountain Pacific Venture Funds to provide accounting services to companies.
Wasatch Property ManagementStaff Accountant
May. 2019 - Jun. 2020Logan, UtahUnder the supervision of the controller I perform the following duties: Assisted in raising ~$20M in funding for company. Review general ledger accounts and prepare and adjust journal entries. Manage accounts payable, supervise an accounts receivable and billing clerk which includes assisting where needed. Perform account analysis and reconciliation, including bank statements and intercompany general ledger accounts. Maintain general ledger charts of accounts. Assist with initial internal control evaluations. Posting monthly, quarterly and yearly accruals. In addition I have performed tasks related to analyzing and preparing financial reports for stockholders and bank lenders, sales tax evaluation related to changes in state laws concerning Economic Nexus. Any additional tasks and duties as assigned.
Zions BankAssistant Branch Manager
Jun. 2017 - May. 2019Logan, UtahLeading Northern Utah region assistant branch manager in consumer loans booked, booking over $2.9 million in consumer loans within the first year. Open and service consumer and business accounts. Responsible for managing tellers and coaching on performance.
Zions BankTeller
Nov. 2015 - Jun. 2017Logan, UTAssisted customers as a teller and given responsibility for opening accounts and inventory management prior to advancement to assistant branch manager.
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