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~ CHIEF FINANCIAL OFFICER~

Consummate Management Executive ~ Corporate Development Strategist


Startup, Growth, Turnaround, and Performance Improvement Expert
Accomplished senior executive with broad-based experience in directing financial
operations and capital raising activities for both startup and multimillion-dol
lar enterprises. Demonstrates keen expertise in all aspects of corporate finance
, strategic planning, budgeting, and analysis. Utilizes expertise in maximizing
performance of operations with emphasis on strategy formulation, policy and proc
edure development, cost reduction, and profitability improvement. Exemplifies hi
gh capability of accomplishing goals and meeting critical deadlines in fast-pace
d, competitive environments.

KEY STRENGTHS

- Financial Operations and Management


- M&A Due Diligence and Integration
- Public Company Reporting and Compliance
- Financial Analysis, Modeling and Forecasting
- Capital Formation, Debt and Equity Funding
- Superior Presentation and Negotiation Skills
- IPOs and APOs
- Continuous Process Improvement
- Strategic Development Planning
- Leadership, Training, and Team Building
- Outstanding Partner and Stakeholder Relations
- Problem Resolution and Decision Making

EMPLOYMENT HISTORY

CO-FOUNDER AND PRINCIPAL - BAYHILL GROUP, LLC, PROVO, UT 1999–PRESENT


Provide expert oversight in recapitalizing equity structures; finalize new techn
ology acquisitions; manage private and public companies; reorganize business uni
ts and execute new growth strategies. Expertly manage all facets of a deal, incl
uding screening and analyzing potential opportunities, conducting due diligence,
structuring, negotiating, executing, closing, and integrating deals. Assume ful
l responsibility in completing due diligence and economic valuation of acquisiti
on candidates. Work collaboratively with the management, board of directors, and
stakeholders to restructure companies and to create economically viable busines
ses. Build and cultivate long-term quality relationships with investors and stak
eholders by providing exceptional service.
Notable Achievements:
- Co-founder and principal of the private investment strategy firm, which
focuses on obtaining investment capital for startup ventures and business growth
of existing companies
- Create investment and growth opportunities by combining financial resour
ces, companies, technologies, and operational expertise to increase economic val
ue for equity holders
- Apply advanced financial, negotiation, and communication skills; as well
as in applying strategic insight into "corporate fit" of proposed transactions
- Establish and implement SOX (Sarbanes-Oxley) compliance and reporting as
well as corporate and financial governance policies and procedures
- Exemplified strong judgment, leadership, and influencing skills to provi
de motivation in accomplishing deals within realistic timeframes and profitable
parameters
MANAGING PARTNER–SALT LAKE CITY OFFICE - TATUM, LLC, SALT LAKE CITY, UT 2009–2010
Directed all operational aspects of the Salt Lake City office of Tatum, the larg
est human resource provider of financial executives in the nation with 35 office
s across the country. Focused on P&L and human resource deployment, with clients
throughout the intermountain area. Assumed responsibility in hiring highly prod
uctive executive partners and principals, all of whom were engaged, with clients
, within 12 months.
Notable Achievements:
- Conceptualized and implemented marketing model into all activities of pa
rtners and principals
- Formed six new networking groups comprised of key business leaders in th
ree communities to build market presence and increase lead generation for future
business opportunities
- Successfully generated a positive contribution margin of 10%, within 12
months of tenure as Managing Partner
- Secured one of the 10 largest contributing clients in the company with m
ore than $1M in annual billings

UNITED STATES AGENT - GENESIS PETROLEUM US, INC., SALT LAKE CITY, UT / HONG KONG
/ CHINA 2008–2010
Presided over all administrative and oil and gas field operations, including: ge
ological, engineering, production, sales, and drilling activities. Oversaw all f
acets of accounting and finance functions for US oil and gas development operati
ons. Carried out all required activities with governmental departments for leasi
ng, drilling, and field-operating permits and compliance. Directly reported to m
anagement of parent company in China.
Notable Achievements:
- Optimized field operations efficiency and implemented a new accounting s
ystem
- Saved more than $1M in negotiated settlements with service providers
- Saved the company from bankruptcy through effective negotiation with pas
t creditors
CHIEF EXECUTIVE OFFICER /CFO - BAYHILL CAPITAL (BYHL), SALT LAKE CITY, UT/DENVER
, CO 2007–PRESENT
Applied dynamic leadership talents in all aspects of public Internet media and m
arketing company that sells and markets leading communication products through I
nternet marketing and independent agent base. Initiated the development and impl
ementation of change and growth strategies for the company. Hired new senior man
agement and appointed new board of directors for new company direction and prope
r corporate governance.
Notable Achievements:
- Generated $1.5M to fund restructure, settle obligations, and put busines
s on solid footing
- Acquired new technology to produce a positive change in the economic dir
ection of the company
- Drove all efforts in implementing new accounting and information system
for the company, including internal and financial reporting controls, policies a
nd procedures for Generally Accepted Accounting Principles (GAAP), and public re
porting requirements
- Employed strong negotiation skills in selling the company’s subsidiary to pr
epare for company merger and APO
CHIEF FINANCIAL OFFICER - INNUITY, INC. (INNU), PORTLAND, OR / SANTA ANA, CA /PR
OVO, UT 2004–2007
Displayed unsurpassed expertise in managing a public Software as a Service (SaaS
) company that designs, acquires, and integrates applications to deliver solutio
ns for small business. Diligently managed lenders, creditors, and cash flow for
the cash-strapped growth-stage company. Spearheaded and mentored vice president
of finance to become CFO, as well as coaching the controller to become VP of fin
ance.
Notable Achievements:
- Masterfully led all efforts in taking the company public through reverse
merger and private placement of $1.5M (APO)
- Improved annual revenues by $20M upon successful completion of three acq
uisitions
- Produced $3M of additional equity and debt for funding growth
- Enhanced operation efficiency by consolidating and staffing Accounting,
Finance, and Human Resource departments
- Innovated investor relation programs to communicate company activities w
ith public investor
CHIEF FINANCIAL OFFICER - SCO GROUP, INC. (SCOX), SANTA CRUZ, CA /PROVO, UT /EUR
OPE / ASIA 2001–2004
Handled all aspects of finance, production, logistics, IT, and HRdepartments for
an international company with 220 personnel. Implemented complete enterprise re
source planning (ERP) and management information system, including SOX complianc
e and reporting structure.
Notable Achievements:
- Provided guidance in acquiring $220M-software company with operations in
13 countries
- Reduced annual operating expenses $35M by streamlining operations and c
hanges in management structure
- Led company to profitability from a negative $11M-per-quarter to a posit
ive $2M-per-quarter
- Implemented investor relations program elevating the company’s market value,
increased from $25M to more than $300M
- Structured $40M in Private Investment in Public Equities (PIPEs) and oth
er private offerings
VP OF CORPORATE DEVELOPMENT - WESTWIND, INC., SALT LAKE CITY, UT /HUNTSVILLE, AL
1999–2001
Founded the private company with operations in both commercial and Department of
Defense market sectors for repair and maintenance of fixed wing aircraft and he
licopters. Assumed lead role in start-up operations; served as investor, member
of the board of directors, and as vice president of business development. Partic
ipated in completing an acquisition as well as in establishing corporate infrast
ructure, including building the management team and defining strategic direction
for future growth.
Notable Achievements:
- Secured venture capital of $7M for start-up funding
- Played a key role in closing a government contract that brought in $50M
in service revenues over five years
- Relocated headquarters and consolidated all operations in Huntsville, Al
abama
- Expanded the company from 5 to 50 employees while simultaneously increas
ing annual revenues from $1M to $30M
CHIEF FINANCIAL OFFICER - SENTO CORPORATION (SNTO), PROVO, UT 1996–1999
Managed day-to-day financial and reporting facets of this public reporting compa
ny. Led three acquisitions and expanded the company internally from 30 to 300 em
ployees within three years. Created disciplined business processes to maintain p
ositive cash flow during dramatic growth.
Notable Achievements:
- Completed acquisition by a public company and a private placement for $1
M in an APO
- Raised additional $10M through several PIPEs for growth capital
- Exemplified strong negotiation skills to sell corporate technology for $
7M

PRIOR WORK EXPERIENCE

CHIEF FINANCIAL OFFICER - CERPROBE CORPORATION (CRPB), PHOENIX, AZ / SANTA CLARA


, CA / SINGAPORE / MALAYSIA
CHIEF FINANCIAL OFFICER - AXENT TECHNOLOGIES, OREM, UT
FINANCIAL PRINCIPAL / SYNDICATE MANAGER - CANNON SECURITIES, INC., SALT LAKE CIT
Y, UT
CONTRACT ADMINISTRATOR - INTERNATIONAL BECHTEL, INC., SAUDI ARABIA
CHIEF FINANCIAL OFFICER / PRESIDENT - NP ENERGY CORPORATION (NPEC), SALT LAKE CI
TY, UT / HOUSTON, TX
STAFF ACCOUNTANT / MANAGER - KPMG PEAT MARWICK, SALT LAKE CITY, UT

EDUCATION

COURSEWORK IN MASTER OF BUSINESS ADMINISTRATION


- University of Utah, Salt Lake City, UT
BACHELOR OF SCIENCE IN ACCOUNTING
- Utah State University, Logan, UT
ASSOCIATE DEGREE IN ENGINEERING
- Snow College, Ephraim, UT

PROFESSIONAL TRAINING & CERTIFICATION

Certified Public Accountant (CPA), KPMG Peat Marwick


Attended numerous audit and tax seminars during tenure at KPMG Peat Marwick
SOX Implementation Seminars
PIPE and APO Seminars
GAAP Training Seminars
Public Reporting
Financial and Corporate Governance
Mergers and Acquisitions

PROFESSIONAL AFFILIATION

Member, American Institute of Public Accounting (AICPA)

TECHNICAL PROFICIENCY

SOFTWARE: Microsoft Office Suite


ACCOUNTING SYSTEMS: Great Plains, MAS, SAP, Navision, JD Edwards, PeopleSoft, an
d SAGE

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