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Work experience

Career Notes

Finance Manager, Manila, Philippines – Bank reconciliation, inventory, AP, AR, General Ledger, etc.

Aug 2011Present

Auditor II

Utah State Tax Commission

Auditing sales and use tax; working directly with taxpayers to ensure accurate reporting, while developing their knowledge and helping them toward compliance. Have also worked with corporate income tax returns for the State of Utah, where responsibilities included verifying income additions / subtractions, apportionment factors, loss carryback / carryover balances, etc.

Aug 2007Aug 2011

Owner / Business Analyst & Adviser

Self-employed

As a small business adviser, I capture, analyze, implement, adapt and improve strategies or processes toward client objectives. As needed, I have worked other temporary jobs while studying for my CPA.

Attributes / Accomplishments:

ØCreated, communicated, and implemented Internal Controls in accordance with GAAP.

ØIntegrated accounting & customer management systems that reduced costs and redundant work.

ØMentored / trained employees in administrative best practices, process control, quality, etc.

ØTechnical writing and research of policies, standard operating procedures & business plans.

Apr 2010Aug 2010

Crew Lead Asst / Trainer

US Census Bureau

2010 Census: measured and reported work efficiency / costs, and quality of enumeration via performance observations; new hire training; personnel issues, including payroll and disciplinary action.

Attributes / Accomplishments:

ØTop district (out of 8) in quality / customer service for fewest errors and returns in enumeration.

ØFacilitated successful orientation and training of 18 Enumerators with zero attrition.

Jun 2005Jul 2007

Director of Operations & Finance

Heusser Neweigh, LLC

ISO 17025 accredited company: quality calibration services / sales to top Utah companies. Accountable for daily operations and financial strategies, including growth and management of client relationships.

Attributes / Accomplishments:

ØIntegrated client-focused marketing strategy: revenue tripled (300%); sales grew 400% in 18 mo.

ØCultivated client relationships of 200+ accounts to 99% retention over 2 years.

ØReduced Accounts Receivable (A/R) aging by 40 days and operating costs by 23% in 3 mo.

ØEstablished business continuity / data security measures.

Aug 1999Nov 2005

Operations Manager

Convergys Corporation

Fortune 500 company. Single point of accountability for specific client program(s), including investment resource decisions and correspondence with client(s) / senior management team, and in compliance with service level contract agreements.*

Attributes / Accomplishments:

ØAwarded $500k program bonus for turning around failing Customer Satisfaction program in 6 mo.

ØProgram turnaround: quality increased from 55% to 85%; efficiency improved 15-20% in 4 mo.

ØGovernment contract implementation: start-up operation from ground zero integrating training, a knowledge database, & multiple servicing platforms across 600+ employees in two locations.

ØCorporate vision: “OutThinking, OutDoing.” Led 5 best practices across 3 sites (1200 employees), including a Balanced Scorecard, resulting in a 15% performance improvement in 5 mo.

* Led / participated in succession planning, hiring and training of managers, and client presentations. Committee leadership role for employee attrition / recognition, and business contingency planning. Convergys Team Leader for two years and Senior Ops Manager responsibilities for over three years.

Education

20042009

MBA / Acc

High Honors, GPA - 3.92.

MBA program from 2004-2006 and Accounting certificate program in 2009.

19992003

B.A.

‘Outstanding Graduate of Management’ award:  Top graduate from the John B. Goddard School of Business.

Interest

I enjoy golf, scuba diving, soccer, international travel (Europe and Asia), and live theatre.

Key Qualifications

> Certified Public Accountant (CPA) /  MBA

>Client Service Management (up to 200 clients)

>Green Belt Certified (Process improvement leader)

>Program / Operations Management (500+ employees)

>Business Analysis

>Financial Accounting (AR, AP, General Ledger, etc)

Excellent Organization & Time Management skills; High aptitude to Learn; Eye for details; Solid communication and relationship-building skills.

Endorsements

"I have interacted with Brian personally and professionally. If you're looking for someone who expects extremely high standards of himself in every regard, pick Brian. Despite his keen intellect, Brian remains warm and approachable in all circumstances. Brian doesn't do his talking with words. He does his talking with dedication and commitment. It's a pleasure to recommend him, and I feel he would be an asset to any company."

Erik Hickenlooper

VP, JP Morgan Chase

[see full reference]

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"[Brian] is a model of decisive leadership.... I have been impressed with both his creativity and his perseverance in completing tasks."

James Parke

Attorney, Holland & Hart, LLP

[see full reference]

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"Brian is a man who will find success in his goals, because he attends to his interpersonal relationships while fulfilling his responsibilities.... He has a good sense of humor, and enjoys a good laugh, while maintaining professional boundaries."

Dr. Tina Jenne

[see full reference]

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"Brian established himself as an exceptional employee; this was accomplished using his intellectual ability to comprehend, analyze, and make sound decisions....Integrity is a core value that Brian believes in and pursues; he does the right thing, the right way, and for the right purpose."

Colleen Ball

President, Heusser Neweigh

[see full reference]

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"His leadership and confidence enable him to inspire others to work towards a common goal."

Chris Miles

Advisor, Engenuity

[see full reference]

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“I have known Brian to be the consummate professional. His work in leading project teams has been superb. Brian has a keen sense of order, attention to detail, and sound decision-making ability."

Adam Whitaker

Manager, Corporate Support,

Meridias Capital

[see full reference]

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"[Brian's] proven ability to identify processes of improvement has aided in cleaning up the facility, increasing communication between various parties, and adhering to seat utilization."

Loren Hill

Facility Manager, Convergys

[see full reference]

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"[Brian] is efficient in planning projects, punctual in meeting deadlines, and conscientiously adheres to company standards and guidelines."

Carla Espinoza

Operations Manager, Convergys

[see full reference]

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"I wish all our employees had the work ethic that [Brian] has.... whenever he is given an assignment there is never a concern as to will it be done or not, you know it will be completed and completed right the first time."

Ted Parke

Quality Manager, Convergys

[see full reference]

Certifications / Trainings / Achievements

Certifications & Trainings:

  • Certified Public Accountant (CPA); expires 09/2014.
  • Green Belt Certified (Continuous Process Improvement).
  • Certified Business Consultant with Convergys Corp.
  • Systems & Software: Microsoft Office suite (MS Excel, MS Word, MS Power Point, MS Project, MS Visio, MS Outlook), Lotus Notes, Quickbooks, PeopleSoft, CRM, SAP / ERP, etc.
  • Trainings: Situational Leadership I & II, DiSC, StrengthFinder, BSA WoodBadge, and more…

Other Achievements:

  • Active volunteer in the Boy Scouts of America (BSA) and American Youth Soccer Organization (AYSO).
  • 'Power of One Champion' recipient (4 consecutive years)--peer and manager nominated award for living each of the corporate values: Integrity, Teamwork, Unparalleled Client Satisfaction, Corporate Citizenship, Respect for the Individual, Shareowner's trust, and Diversity.
  • Proficient in Tagalog (Philippines) language.
  • Eagle Scout in Boy Scouts of America organization.

Executive Summary

Seeking Audit Associate position to work with public / SEC clients in the Salt Lake City, Denver, or Northwest region. Having worked with diverse teams where communication is vital, my approach is collaborative and performance enhancing, resulting in numerous awards. In compliment, my exceptional organization and follow-through skills ensure accuracy and efficiency. Recognized for high integrity, I believe in doing the job right the first time.

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