Daniel also coaches for Career Development and Accounting. View all.

Why do I coach?

I coach because it's a way to give back. I was blessed to have excellent mentors in my career journey and would love the opportunity to do the same for others. I believe in the following quotes: "Luck is when preparation meets opportunity" - Seneca Success isn't solely dependent on chance, but rather on actively working to be ready to seize opportunities when they come along. I believe that have a good coach/mentor on your side significantly increases your odds of being ready and recognizing opportunities that will come along your way. "To give anything less than your best is to sacrifice the gift" - Steve Prefontaine I believe in putting your best foot forward in all aspects of life. The ability to work, learn, and grow is such an amazing gift. I would love the opportunity to work, learn, and grow together!

Work Experience

Senior Accounting Manager

HealthEquity

November 2023 - Present

Part of the Business Controllership Accounting group. • Responsible for the accounting accuracy of sales and marketing, technology and development, general and administrative expenses. • Assist with our Stock based compensation, debt compliance, and other reporting areas.

Audit & Assurance Intern

Deloitte

September 2019 - November 2023

• Perform a variety of assurance engagement services (audits and reviews) for clients with varying organizational structures, focusing on the real estate, food and beverage, and pharmaceutical industries. • Ensure Client Compliance with GAAP and SOX regulation. • Serve as the Lead Senior for a private audit engagement requiring the supervision, training, and evaluation of twelve associate team members. • Collaborate with both the engagement team and clients to provide services throughout all stages of the audit process, from planning through final issuance of client financial statement and audit letter deliverables. •Review financial statements, footnote disclosures, partnership allocations, waterfall/carried interest calculations, NAV calculations, financial statement highlights and IRR • Organize and coordinate the day-to-day activities of several engagements to ensure progress towards client deadlines by communicating expectations both among engagement team members and clients. • Perform substantive testing over capital activity contributions, distributions, transfers, loans/line of credit, cost roll-forward (investments and derivatives), capital allocation, purchases & sales, realized gain/loss, valuation (trend & sensitivity analyses), and subscriptions/redemptions. • Analyze various sources of information, including public filings and management discussion, along with the nature of client operations and history of results, to define an appropriate basis for determining materiality and scoping audits. • Review financial results and perform variance analysis against relevant data sources, including prior period results and internally developed expectations based on client and industry knowledge to determine the reasonableness of results. • Assist clients through knowledge of both SEC and private company reporting requirements obtained through review of client financial statements, authoritative guidance, and firm accounting literature.

Senior Accountant

Conservice

October 2016 - September 2019

• Helped with implementation from Quick books to Microsoft Dynamics. • Worked on customer billing and collections for the meters department by providing timely and relevant information for decisions. • Monitored customer payments for specified accounts. • Tracked items and costing to specific jobs on the Dynamic ERP platform. • Assisted the monthly financial close by recording journal entries, maintaining accurate supporting documentation, and preparing account reconciliations. • Processed incoming bills, initiated payments, and communicated with vendors.

Audit & Assurance Intern

Deloitte

January 2018 - March 2018

• Developed an understanding of the Deloitte & Touche audit approach, methodology, & tools • Established working relationships with client personnel while improving professional oral and written communication skills • Reviewed and audited client accounting and operating procedures and systems of internal control

Accounting Analyst

Utah State University

November 2015 - October 2016

• Oversaw the accounting functions for the operation and support management efforts by providing timely and relevant information for decisions, ensure compliance with corporate policies, and report to the assistant controller.

Education

Utah State University

Master's degree , Accounting and Finance

2014 - 2019

Grade: 3.85 Activities and societies: IMA, Alpha Tau Omega, Bloomberg Certified, The Engaged Leader Program Graduated Magna Cum Laude while working around 30 hours a week. Microsoft Office, Technical Accounting Research and +6 skills

Box Elder High School

High School Diploma

2008 - 2011

Grade: 4.0 Activities and societies: Future Business Leaders of America, National Honors Society, Cross Country, Track & Field, B1 Executive council I stayed involved in many organizations while working for the Brigham City recreation department. I maintained a 4.0 GPA and was Cross Country and Track & Field team captain. I received skill certificates in Accounting, Business Communication, Computer Technology and Food and Nutrition Microsoft Office and Long Distance Running