Peak Horizons Coaching, LLC

Results driven integrative coach. Use cutting edge techniques to help high performers to step up their game, supercharge their mindset and energy, to fulfill their life’s purpose, become change makers, create financial abundance, leave a lasting legacy and make ripples in the Universe.

Peak Performance Results Coach

Use a holistic approach to help clients shift their mindsets, beliefs and emotions about money. Assist clients in creating a customized financial plan to help them achieve their goals and dreams. Specialize in working with military, veterans, entrepreneurs, high performers, and individuals and couples in transition to their next level of greatness.

Money Relationship Coach

San Antonio CPA Society

Coordinate instructors for teaching of financial literacy / money management courses at SAMMinistries.
I also teach financial literacy / money management classes at SAMMs.

Program Coordinator / Instructor for Money Management Courses at SAMMinistries

Financial Literacy Committee Chairman

Financial Literacy Committee Co-Chair

Church

Coordinate team schedule and manage team members, operations and inventory. Created new forms and processes to properly account for transactions and inventory.

Bookstore Coordinator / Team Leader

Seasonal audit work to assist firm with busy season.

Senior Auditor

Tesoro

Primarily reported data to various government agencies.  Automated workpapers for two quarterly reports that had a completion time of 3 to 4 weeks – new completion time approximately 1 day for each report.  Refined automation of multiple workpapers / reports for reporting to a state agency that had a completion time of 1 week – new completion time approximately 1 day.  In addition, added reconciliation processes to ensure that reported data was complete and accurate.  Skilled in writing detailed, easy to follow report preparation instructions.

Senior Accountant, Government Reporting

Primarily reported data to various government agencies. Automated workpapers for two quarterly reports that had a completion time of 3 to 4 weeks – new completion time is approximately 1 day for each report. Refined automation of multiple workpapers / reports for reporting to a state agency that had a completion time of 1 week – new completion time is approximately 1 day. In addition, added reconciliation processes to ensure that reported data was complete and accurate. Skilled in writing detailed, easy to follow report preparation instructions.

Senior Accountant, Business Reporting

Primarily responsible for reporting data on retail sector.  Supported internal clients and management by providing reports and presentation material and responding to ad hoc requests for data / special reports on a timely basis.  Also, supported annual budget planning / input / analysis process.

Senior Accountant, Marketing Accounting

Heavily involved in the Sarbanes-Oxley section 404 certification, including review of process documentation and testing of various functions.  Also, was primarily responsible for preparing the Sarbanes-Oxley section 302 certification.

Assisted in on-site refinery audits (as part of SOX procedures) in Hawaii, California, Salt Lake City and North Dakota. 
Assisted in MTSA (physical security) audit (with VP of Security) of terminal operations in Washington; involved interacting with state and federal agencies. 
Performed special / fraud investigations as needed. 
Assisted in retail audit of all locations in Salt Lake City.

Auditor, Internal Audit

Privately Held Company

Privately held company with revenues of $275k - $300k annually. Responsible for accounting, payroll, financial reporting & analysis, operations and management, including supervision of team of employees.

CFO / Controller

Padgett, Stratemann & Co., LLP

Experienced in training and supervising a staff of up to 3 individuals per engagement and providing timely performance feedback after each engagement.  Responsible for coordinating, budgeting and scheduling audit engagements, preparing financial statements, and reviewing workpapers.  Created a budget analysis tool to reflect fluctuations in budget to actual year over year and improve job realization.

Experience in working with a variety of industries, including, but not limited to, banks, construction, manufacturing, oil & gas, not-for-profit organizations and employee benefit plans.

Experience in performing a variety of engagements, including agreed-upon procedures, internal audits, loan reviews, directors’ examinations, bank compliance testing, compilations, reviews, audits, and completion of semi-annual bank report (Form Y9).

Experience in working with holding companies and consolidations. Created automated files to consolidate companies, thereby increasing efficiency, accuracy and job realization.

Experienced in successfully and effectively communicating letters of recommendation to senior management / owners.

Randolph Brooks Federal Credit Union

Recognized for processing the highest number of transactions in a month for the entire credit union.
Because of natural leadership abilities, efficiency and accuracy, I was asked to train the majority of new tellers.
I was the first to be approached to fill a new supervisor position that was created; however, it would have required changing work schedules. My college education was my priority so I graciously passed on the immediate promotion  to stay focused on my long-term vision.

Senior Teller

I am a Results Coach. I help clients create a Vision, follow through on Action, so they get Results!

Taplio

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