Yyyyyy x. yyyyyy

Dynamic, driven and results-focused Chief Financial Officer and expert Strategist with over 15 years of progressive fiscal leadership experience the civilian and military sectors. Enterprising, with a keen ability to mentor teams and align their workflows with organizational strategic initiatives that drive results. Principle-centered with proven operations management expertise. Advise companies to attain profit using positivity and sound communication to foster a service-oriented culture to sustain revenue levels and slash costs. Demonstrated service-before-self management style, paired with an authentic demeanor and drive for total goal achievement Builder of long-term relationships that are mutually positive in nature. Thrive in challenging, fast-paced environments that call for adaptability and superb interpersonal acumen. In search of a Director or CFO-level role with an innovative and growing small business that will allow for executive-level contributions and offer opportunities for career advancement. Targeting positions within a 25-mile radius of the Utah counties of Weber, Davis and Morgan.

         Consult, guide, and liaise with Owners, C-Level Executives, and Senior Management across Industries in an interim CFO role for all client companies (Elevation)

         Acted as the foremost advisor for a software client with multimillion-dollar annual budgets; managed accounting, budgeting, investing, and forecasting across two corporations (Elevation)

         Achieved 21% ROI and 56% gross margin for a client e.g. management, marketing, HR, finance, and other areas; surpassed goal of 150 new patients/month, a #1 ranking nationwide (Elevation)

         Managed all Accounts Receivable for over 1K clients; discovered trends and collection inefficiencies that saved time, grew revenue by 62% & decreased A/R delinquencies by 28% (Elevation)

         Skillfully processed 114 expense accounts totaling $2.1M in annual Accounts Payable (Elevation)

         Built a client business from concept to execution; managed all investment and finance as well (Elevation)

         Devised cost-effective partnerships for wind power clients; enhanced pre-sales revenue to $450K (Elevation)

         Accurately processed $1.7M in annual payroll and benefits for 56 employees in five offices for an important client, often totaling as much as $278K monthly (Elevation)

         Advised auto and building glass company in an Acting Finance Manager capacity; focused on traditional, high-tech and online marketing and fast-tracked its expansion into the home renovation sector (Elevation)

         Carried out Human Resources functions for an orthodontic client s staffing efforts; allowed the Doctor/Owner to concentrate wholly on quality patient care delivery (Elevation)

         Generated profit while earning less; amplified net income by 164% from $199K to $526K in a year (Sinclair)

         Also grew net income in 2009 by 590% despite a 36% dip in sales midst a suffering economic client (Sinclair)

         Devised measured used to adapt to uneven funding targets; balanced a budget of $57M and adjusted to changes over the course of the fiscal year (USAF)

         Led a process to ensure 100% reimbursement of $7.6M for Homeland Defense and war expenses incurred during Middle East operations (USAF)

         Project-managed spending of $19.8M, 14% of total budget, during the final 10 days of the fiscal year (USAF)

         Remedied a potential $15K loss and was praised for brilliant performance in raising $20K for an auction with the Prairie Warrior Association during tenure as Treasurer

         Areas of competency include Finance & Accounting Management, Interpersonal Communication (Italian Fluency), Presentations, Training, Report Writing, MS Office/Dynamics, QuickBooks and Sage 50/Peachtree

         Also well-versed in GAAP, P&L, Government Operations, Sales, Marketing, CRM, Enterprise Resource Planning (ERP), Google Drive, Consulting, Business Development, Aptora, Cisco and Oracle

Elevation Leadership | Chief Financial Officer, 2007-Present

         Call on custom consulting services from strategy to execution to solve clients most intricate cost concerns

         Leverage industry expertise, thorough analysis and far-reaching business insight to apply strategic vision to visibly improve the business performance of each client

         Discover growth opportunities, cost controls and process improvements to stay informed of market demands

         Gather data, create financial reports and offer insights to create timely, profitable executive-level decisions

         Align Senior Operations Managers with corporate strategy while supervising daily functions and reporting

         Instill growth and profit best practices using innovative measures; implemented growth solutions that achieved as much as a 22% investment return

         Also oversee the profitable application of $2.4M in annual software service revenue

         Consulted with Business and Sales Managers for a mortgage protection broker client; included managing its P&L across a 10-state insurance business unit

Yyyyyy x. yyyyyy

Elevation Leadership | Continued

         Directed and processed $792K in annual payroll and benefits for a client with 19 staff members in two offices, with up to $33K garnered bi-weekly

o    Managed Accounts Receivable and collections for over 84 clients; decreased A/R by 36% and improved revenue by 34%

o    Made recommendations to the Owner/CEO daily to boost value and profit; reduced costs by 18%

         Served as Chief Financial Officer for the leading orthodontic practice in the United States

o    Created a company-wide financial system that was inspired by hectic rapid startup growth from zero to $5.4M in annual revenue over a three-year timeframe

o    Analyzed yearly cost of $413K in clinical supplies; improved vendor relations and cut expense by 25%

         Processed $1.7M in annual payroll and benefits for 38 employees in two offices, $64K bi-weekly in total; liaised with the staff to track and automate data to attain set benchmarks

o    Instituted continuity systems, contingency plans and effective cross-training procedures that

o    Bolstered morale and cooperative mindset using increased team transparency and backup training methods that served to lessen employee turnover rates in a notable fashion

o    Engaged as the company s CFO/Controller; used strong management, accounting, and financial statement focus to identify ways to reverse descending trends in legal services and lessen over $42M in debt owed to investors

o    Determined strategies that would guarantee compliance with GAAP

o    Cleaned up financial statements; corrected General Ledger and became a GAAP subject matter expert (SME) while fostering a culture of record reliability, team trust and operational efficiency

         Worked in a Finance & Operations Strategy Advisor role for an auto and building glass company that yearned to diversify and expand its offerings

o    Built trust; cooperated with team members to determine best-fit strengths using talent assessments

o    Advanced seed investments, process improvements and finance/marketing system use

         Served as the Acting Regional Sales Manager for the suffering Wyoming Oil firm; transformed it into the foremost fuel distributor in the territory as it related to both sales and profit generation

o    Used proven networking and relationship management talents, demonstrated in working with field sales staff on how to work cohesively with primary oil and mining companies

o    Yielded development of the company s #1 contract for sales and profit

Sinclair Oil | General Manager, 2008-2009

         Offered educational and inspiring direction for a leading travel center with an $8M annual budget; chosen for the role due to leadership, finance, and management acumen, as well as P&L responsibility capabilities

         Trained and supervised a dynamic, self-recruited team of 15 professionals

         Acknowledged as the top-ranked of nine Managers for payroll efficiency; also honored as the most fiscally efficient of six profit centers due to increasing the net income/sales ratio by 8% in only 10 months

         Fostered trust-based relations using teambuilding efforts to heighten levels of morale

         Adjusted schedules to properly tend to workload without using overtime and unnecessary added shifts, which, in turn, vastly cut down on overall labor expenditures

         Composed and automated a minimal-labor-required system to manage gas price setting and raise revenue

         Founded long-term vendor connections; tenaciously negotiated mutually promising contracts including those centered on new bulk discounts

UNITED STATES Air Force | Deputy Chief - Financial Analysis, Financial Analyst, First Lieutenant, 2001-2005

         Acted as a Team Leader, trainer and mentor for 11 Budget Analysts, six Cost Accounting Technicians, and 26 Resource Advisors; led the team in overseeing and continually developing a yearly budget totaled at $141M

         Delivered resource management training and mentorship during two nuclear missions that involved over 5K staff members; recognized for introducing process improvements, six of which headquarters benchmarked during compliance inspection processes

         Devised an annual budget, comprehensive financial plans and strategies for capital projects; also dispensed funding, tracked and forecasted the status of the aforementioned monies, as well as assessed trends

         Crafted a viable, sustainable economic vision for the fiscal year; united budget allocations of $20M across cross-collaborative teams to formulate necessary budget documentation 10 days prior to deadline

         Informed Senior Commanders of fiscal responsibilities and how to lead capital and resource allocation

         Directed, audited, and validated expenses for all B-52 bomber and nuclear missile and war missions

         Praised unanimously for freely and clearly sharing insightful knowledge, as well as for keen ability to note root causes for issues, discover abstract answers and generate surprising, yet fruitful resolutions

         Ranked as #1 out of 50 units to close out the fiscal year; confirmed conformance with budget plan for the year

         Left role to pursue graduate studies full-time at University of Colorado in 2005

Yyyyyy x. yyyyyy

Master of Business Administration, Finance, University of Colorado

Certification, Financial Management Officer Keesler AFB, United States Air Force

Bachelor of Science, Finance, University of Utah (Air Force ROTC Scholarship)

Licenses, Life, Health, Accident, Property & Casualty Insurance Producer Utah, Kansas, Missouri

Licenses, Series 6 and 63, Registered Representative, Investment Company & Variable Contract Products, NASD

Achievement Medal, United States Air Force

Global War on Terrorism Service Medal, United States Air Force

National Defense Service Medal, United States Air Force

Outstanding Unit Award, 5th Bomb Wing, Minot AFB, ND, United States Air Force

Eagle Scout (Bronze Palm, Gold Palm, Committee Chairman, Leader), Boy Scouts of America

Church Organist (Piano, Tenor) Minot Heritage Singers

Men s Quartet Founder, University of Utah Concert Chorale

Asked often by Commanders to partake in military ceremonies and banquets

Yyyyyy x. yyyyyy

March 16, 2018

Hiring Agent Name

Title

Company Name

Address

City/State/Zip Code

Dear [Hiring Agent Name],

I am pleased to submit my application materials for the (INSERT TITLE OF TARGET POSITION) vacancy and am submitting my documents for your review. As illustrated in the accompanying resume, my professional qualifications include the following accomplishments:

• As a CFO and executive-level Finance Strategist, I bring to any related position years of progressive fiscal management experience. I am skilled in all facets of leadership in this sector, including consulting clients in CFO-like capacities, as well as coordinating operations of internal cross-functional teams to drive organizational success.

• With any role I ve taken on over the course of my career, I ve proven myself adept in guiding and inspiring my peers and superiors to work towards company success. I lead by example and use practical methods in my dealings. I am also able to develop and sustain lasting relationships with stakeholders at all levels, both individually or within a team setting.

• I present a proven record of delivering financial guidance and mentorship in fast-paced civilian and military environments that call for flexibility, organization and time management in working under pressure. I am regarded by others as a valuable trainer and overall finance subject matter expert. This will serve me well in any executive-level capacity.

• Other core competencies include Sales, Marketing, Interpersonal Communication, Staffing, GAAP, P&L, QuickBooks, Sage 50, CRM and many more. My diverse, long-standing experiential background includes actively contributing to process enhancement and revenue growth to drive positive change institutionally.

• To complement my noteworthy career history, I earned an MBA in Finance, a Certification in Financial Management and a B.S. in Finance, the latter of which was earned using a ROTC Scholarship awarded to me due to my decorated tenure in the U.S. Air Force. I am proud of my military service and earned various awards during my tenure. My service also marked the start of my finance-based career trajectory.

• In addition, I stay active in my local community and within the Air Force, even post-discharge. I am a former Eagle Scout, as well as a current member of both the Minot Heritage Singers and the University of Utah Concert Chorale. Additionally, I am frequently asked by Air Force Commanders to participate in high-profile military ceremonies and banquets.

I am a focused, capable and highly experienced applicant committed to supporting the long-term goals of an inventive, reputable firm. I am confident that I could be a valuable asset to your organization, and look forward to interviewing with you in the near future.

Yours Truly,

Yyyyyy x. yyyyyy

Enc. Resume

Yyyyyy x. yyyyyy

March 16, 2018

Contact Name

Company Name

Address

City/State/Zip Code

Dear _____________________:

I would like to thank you for providing me the opportunity to interview with you and discuss the exciting (TITLE OF POSITION APPLYING FOR) position currently available with your company. Having gained a deeper insight into the job requirements and your objectives, I am confident you will find me a valuable asset in achieving your goals.

As discussed, my background should translate to dynamic results as a member of your team. In particular, I believe you will find my expertise in (ADDRESS A FEW SKILLS/QUALIFICATIONS/ACHIEVEMENTS RELEVANT TO THE POSITION WHICH YOU DISCUSSED DURING THE INTERVEIW) vital to your immediate and long-term objectives.

Should you have any additional questions, or to further discuss this opportunity, please feel free to contact me at your earliest convenience. Again, thank you for the enlightening interview. I look forward to your response and am eager to contribute to your success.

Sincerely,

Yyyyyy x. yyyyyy