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BBA in Accounting from West Texas A&M University, MBA from Brigham Young's Marriott School, Regional Financial Analyst/Management Consultant at Winwholesale Inc (2006-2009), Business Development Executive at Novatek International Inc sinve 2009
Brainstorming, Consulting opportunities, Finding business partners, Finding cofounders, Finding team mates, Meeting new people, Partnering with other groups, Professional opportunities, Promoting my startups, Recruiting for my startup
Brigham Young University, Texas A & M University System - West Texas A & M University
WORK EXPERIENCE
Employer:
NOVATEK INTERNATIONAL INC.
Position:
Business Development Executive/Business Development Manager/Project Manager
Time period:
December 2009 - Present
Description:
Drive process development for business relationship integration Design coordination processes between strategic partners for optimal supply chain management Implement strategic initiatives over business processes with business partners and internal services
Negotiate contract terms over pricing, compensation, fulfillment expectations, etc...
Develop and present business models and business plans to executive steering committee & officers... Supervise research staff in accumulating and evaluating information on emerging markets & technologies Investigate and analyze financial potential of emerging technologies and their market applications Cooperatively direct technology development toward high potential market needs fulfillment objectives Develop financial projections: budgets, revenues, business models, and business plans Present and discuss business models and business plans with executive steering committee & etc... Develop milestones and track progress on the geoexchange utility project Become a certified authority on current geoexchange technology and operational procedures Track and allocate budget in identifying and championing emerging geoexchange utility technologies Represent Novatek Inc. in negotiations and discussions with external parties Oversee research test project installations acting as GC to contracted service providers
Employer:
WINWHOLESALE, INC.
Position:
Regional Financial Analyst/Management Consultant
Time period:
June 2006 - December 2009
Description:
Develop and Implement internal audit procedures for the newly formed IA function
Develop annual internal audit and management consulting schedule Evaluate local company managements’ financial performance for compliance with corporate policy
Consult with and train local management in business development and process improvement initiatives Investigate allegations of fraud and other illegal acts through extended internal audit and procedures Report on internal audit activities and project results to corporate directors and executives Research and develop solutions for significant issues and challenges as assigned
Employer:
FIRST CHOICE STRATEGIES, INC
Position:
Controller
Time period:
September 2005 - April 2006
Description:
Evaluate & Analyze corporate activities & relationships to develop optimal structure & procedures Implement an Accounting Information System for three related entities, consolidation approach Define and implement accounting controls to safeguard company assets and records Risk analysis: review, organize, analyze and evaluate boxes of records to determine specific concerns Analyze and evaluate projects for viability with respect to cash flow, risk and profitability Prepare and present forecasts illustrating profitability and viability Establish and maintain personnel, tax, asset management, and operational procedures
Employer:
UTAH STATE AUDITOR’S OFFICE
Position:
Staff Auditor
Time period:
May 2004 - June 2005
Description:
Evaluate policies and procedures for adequacy and compliance with State and Federal requirements Analyze and interpret test work results in identifying risks of fraud and/or material misstatements Formulate and present recommendations for resolving accountability, accuracy and compliance issues
Employer:
PHILLIPS PETROLEUM COMPANY
Position:
Warehouse: Team Lead and Steering Committee
Time period:
January 1988 - December 2001
Description:
Perform and document performance and safety audits of equipment and procedures
Originate and expand the department’s Standard Operating Procedures manual
EDUCATION
University:
Brigham Young University
Time period:
2001 - 2003
Degree:
Finance/Supply Chain Management, MBA
University:
Texas A & M University System - West Texas A & M University
We exist to facilitate development of small to mid-sized businesses through process and supply chain optimization and to educate management on how to sustain their competitive advantages while they capture the benefits of an improved quality of life.
CFO WISE is a financial startup changing the world by offering permanent part-time CFO services to start-up, emerging, and medium-sized companies in the USA
