Abridged Resume

Samuel A. Lincoln IV

339 East 600 South #1212, Salt Lake City UT 84111

253 Congress Street, Bradford PA 16701-2337

T: 801-651-0579

E: sam@samlincoln.com

SL

Executive
Summary

Accounting, Finance, Human Resources, and Operations Executive with experience in accelerating growth, strategic planning, financial initiatives, systems & processes, and
accounting aspects of business operations. Experience in leading accounting team, financial statement models, performance analytics, human resources, licensing & compliance,
mergers & acquisitions, tax reporting, and maintaining GAAP compliance. Adept at revenue and cost analysis, process improvements, and budgeting.
Currently seeking an Operations Management and/or Accounting role by utilizing the experience, skills, abilities, and areas of knowledge as follows:

Abilities and
Areas of Knowledge

Experienced in the following Areas of Knowledge:

  • Strategic Planning
  • Profit & Loss Management
  • Cash Flow Management
  • Budgeting & Forecasting
  • Internal Controls
  • Quality Control
  • Costing & Analysis
  • Vendor Relations
  • Licensing & Permitting
  • Taxation Strategy
  • Process Improvements
  • Channel Development
  • Regulatory Compliance
  • Data & Systems Integration
  • AP/AR Auditing
  • Leadership
  • Culture & Team Building.
Executive Abilities Include:
  • General Ledger Development
  • Advanced Excel
  • Payroll Management
  • Human Resources

Career
Overview

Controller / Accounting Manager
Opulent Vacations, Inc.
Park City, UT — 2017 – Present

Luxury short term vacation rental corporation utilizing exclusive rental marketing agreements with a property portfolio worth better part of a billion dollars. White glove, five-star service for guests and homeowners that included some of the most recognized names in the world.

Accomplishments

  • Net Operating Income increase by 37% from 2017 to June 2020.

  • Total Cost of Goods Sold 3-year average decrease of 12%.

  • Cash to Accrual method conversion.

  • Extensive chart of accounts and financial reporting restructuring.

  • Implemented general ledger importing (Quickbooks, ADP, CCs/Banks).

  • Established standard operating procedures: (SOPs)
    1. Revenue Recognition.
    2. Transient tax reporting and regulated filing.
    3. Home permitting.
    4. Accounts payable, auditing, vendor on-boarding, vendor off-boarding, negotiation.
    5. Human resources, personnel on-boarding, personnel off- boarding, company cards, and employee health insurance.
    6. Bank and company credit card account reconciliation.
    7. Virtual private network (VPN) and network-attached storage (NAS) data flow.

  • Created Audit Worksheets: (Systems & Processes)
    1. Property Maintenance
    2. Housekeeping
    3. Vendor Referral Fees
    4. Paid Time Off
    5. Employee Expense Reporting
    6. Property Compliance
    7. Company Directory
    8. Linen Tracking & Auditing
    9. Damage Insurance Claims Tracking
    10. Credit Card Dispute Resolution
    11. Outside Travel Agent Referral Income

  • Established Accounting Key Performance Indicators: (KPI’s)
    1. Payroll Management: Integration, Expense Reports, Payroll Details.
    2. Property Owner Reporting: Payments, Charges, Inquiries, Issues.
    3. Vendor Management: Payments, Charges, Entries, Auditing.
    4. Company Expenses Reporting: General, Admin, Operations, Sales, Marketing.


Regional Manager – Technicians
Alder Alarms, Inc.
Orem, UT 2013 – 2017

Managed multiple markets and was responsible for over 2,500 technical installations of home security systems utilizing a workforce of between 15 and 30 technicians and managers per office annually.

Accomplishments

  • Reduced inventory shrinkage by 14%.
  • Responsible for over $1,000,000 in tools, inventory, and equipment.
  • Inventory Road Map for shipping and vendor sourcing.
  • Conceptual design and implementation of technician internal controls.

  • Recruitment of technicians and managers.
  • Training of Personnel: (Systems & Processes)
    1. System Installation
    2. Job Safety
    3. Equipment Inventory Reconciliation
    4. Job Site Customer Service
    5. Sales Closing


Head Technician
vivint.SmartHome
Provo, UT 2006–2003

Annually managed a singular market with up to 15 technicians supporting a door to door sales staff of up to 50 sales representatives in many cities and states.

Accomplishments

  • Created technician “sales closing” section of company wide 2009 technician training manual.
  • Responsible for over $250,000.00 annually in technical inventory.
  • Training of Personnel: (Systems & Processes)
    1. System Installation
    2. Job Safety
    3. Equipment Inventory Reconciliation
    4. Job Site Customer Service
    5. Sales Closing


Mortgage Broker
AMG Mortgage
Salt Lake City, UT 2001–2006

Individual Mortgage Broker that sourced, processed, and closed residential home mortgages utilizing a wide portfolio of wholesale mortgage lenders.

Accomplishments

  • Financed conventional, fixed, variable, and jumbo mortgages from sourcing to closing.
  • Managed loan submissions to wholesale lending institutions and underwriters.
  • Processed and funded millions in residential home mortgages.

Education

Southern Utah University
Bachelor of Science in Accounting
Spring 2024

Skills and
Additional Experience

    Documentation, Compiling, and Integration:

  • 1099’s, 941’s, W2’s, W9’s, I9’s.
  • Enterprise Resource Planning (ERP)
  • Pro Forma Creation.
  • Profit, Break Even, ROI, and Price Elasticity Functions.
  • General Liability Insurance Audits.
  • Due Diligence Asset Purchase Agreements (APA’s).
  • CSV Data Extrapolation and Analysis
  • Investment and Retirement Planning.
  • Market and Industry Analysis.

    •

    Payroll and Human Resources:

  • IC vs Employee Determination.
  • Unemployment and Workers Compensation Audits.
  • Payroll Draws, Deductions, and Garnishments.
  • Application Sourcing and Employee Profiles.
  • Performance, Compensation, and Time & Attendance Management

    •

    Data Extraction and Analytics:

  • Spreadsheet Automation: (Systems & Processes)
    1. Pivot Tables and List Sorting
    2. SUMIFS and IFS
    3. VRLOOKUP, INDEX, and Lookup Worksheet Creation
    4. AVERGEIFS, COUNTIFS, and SUBTOTAL,
    5. Solver and Regression Analysis

    Software, Websites, and Applications:

  • Quickbooks Accountant Version, Quickbooks Online, ADP, Office Suite, G Suite, Trello, Asana, Expensewire, Expensify, AirBnb, VRBO, Adobe, Zapier, WordPress.com, Rentpayment.com, Vacaypay, Stripe, American Express @ Work, American Express Merchant Account, Divvy, PEX Prepaid, ACH’s, Wires, Transfers.

    •

  • Property Management Systems: (ERP)
    1. LiveRez
    2. Track Hospitality
    3. Streamline
    4. BookingSync
    5. Lightmaker

References:
Occupational

Swen Mortenson
Certified Public Accountant (50+ years)
801-466-0255

Steve Nielson
Certified Public Accountant (30+ years)
435-210-4182

Rafael Mourra
Certified Public Accountant
801-231-3121

Seth Beddes
President of Technical Operations
Alder Alarms, Inc.
555-555-1466 *Available Upon Request

References:
Character

Dr. Ben Thrift
Space Resources Engineer
555-555-0766 *Available Upon Request