About
I lead the finance team primarily supporting the HYLA hydrogen infrastructure and dispensing business at Nikola Corporation. in my 4 years at Nikola, I've led finance support for the R&D/ Engineering function, truck programs, and Commercial/Sales activities, prior to the HYLA business unit. I am a licensed CPA in Arizona. Prior experience includes Financial Accounting Advisory Services (FAAS) at EY and a Postgraduate Technical Assistant role at the FASB. I have a BS in Accounting and MAcc degrees from Brigham Young University.
Experience
Dad
The Moffat Family
Present
Husband | Father | Mentor | Teacher | Caregiver -- Co-leading small team of highly-driven, energized, loving individuals with a hunger for learning Answering difficult questions by developing expert(s) in the Socratic Method Mediating and deescalating conflict with little to no notice Negotiating with (and moderating negotiations between) highly motivated and passionate parties Delivering impromptu lectures, facilitated discussions, and experiential trainings on a variety of topics, including life, religion, race, physics, mathematics/geometry, chemistry, physiology, leadership, emotional intelligence, emotional regulation, logistics and time management, love, integrity, politics, nutrition and physical wellbeing, athletics, and service
Sr. Manager - Remarketing Finance
Lucid Motors · Phoenix, Arizona, United States
Director of Finance
Nikola Corporation · Phoenix, Arizona, United States
Finance leader for HYLA (Hydrogen Infrastructure) division.
Senior Manager, Sales Finance & Fp&a
Nikola Motor Company · Phoenix, Arizona, United States
Financial Planning and Analysis Manager
Nikola Motor Company · Phoenix, Arizona, United States
Senior Analyst, Fp&a, Finance
Nikola Motor Company · Phoenix, Arizona, United States
Financial Modelling | Budgeting | Forecasting | Trend Analysis | Due Diligence Create blank-canvas models for internal and external metrics, such as warranty costs and accruals, customer total cost of ownership (TCO), BOM reduction targets related to volume forecasts, and make vs. buy supplier partnerships. Partner with business leaders to prepare and develop total program-level and annual cost-center level budgets and forecasts. Prepare high-quality presentations for the quarterly Board of Directors meetings, collaborating across functions with all core business leaders. Report monthly and quarterly financial data to key executives, including CFO and CEO. Collaborate with business development and sales leaders in key customer negotiations, combining both the sales pitch and profitability perspectives. Perform due diligence and modelling support for company investments and partnerships.
Senior, Financial Accounting Advisory Services
EY · Chicago, Illinois
New standards implementation | ASC 606 Revenue from Contracts with Customers | ASC 842 Leases | Impairment Analysis | Forecasting Analysis | Policy Development -- Co-developed the approach and methodology for initial ASC 606 transition adjustment calculation for large private company. Co-developed methodology for ongoing internal process of reporting revenue under ASC 606. Assisted with drafting narrative footnote disclosure related to adoption of ASC 606. Assisted with and co-managed the abstraction and transition of 300+ lease contracts into a new lease accounting system (including collaboration with Center of Excellence offshore team). Assisted with validating system outputs and user acceptance testing. Assisted with drafting accounting policy, footnote disclosures, and process documentation for lease accounting under ASC 842. Assisted with validating and documenting forecasting assumptions for purposes of compliance with certain areas of US GAAP for large public company. Developed…
Postgraduate Technical Assistant
Financial Accounting Standards Board · Norwalk, CT
Research | Outreach | Draft decision-critical Board memos | Present research, analysis, and recommendations to FASB -- Leases (Topic 842): Narrow-scope improvements for lessor accounting (ASU 2018-20), including a partial expedient for sales and similar taxes, lessor costs that are not readily determinable, and recognition of the nonlease component of variable payments. Targeted improvements to Topic 842 (ASU 2018-11). Large firm technical inquiries and clarifying educational materials. Targeted Improvements to Topic 810, Consolidations (ASU 2018-17): Private company accounting alternative that allows certain private companies under common control arrangements to not have to apply VIE guidance. Also, certain decision-making fees will be assessed on a proportional basis (instead of a direct basis) for determining whether the decision maker has a variable interest. Private Company Council: Provide support and research projects for the Private Company Council (PCC), especially their discu…
Accounting Consultant & Financial Analyst
Liquid Controls LLC · Greater Chicago Area
FP&A | Cost accounting | Process Improvement | Lean Manufacturing Transformation -- Created or strengthened lasting cross-functional business partnerships within the organization, including with buyers/planners, value stream management, JDE business analysts, continuous improvement team, senior management, and shop floor cell coordinators. Improved physical inventory count procedures, decreasing man-hours required by ~25%. Main drivers of significant improvement included incorporating bar code scanners for tag entry team, redesigning physical tags with more intuitive layout, and creating a macro-enabled blank tag tracking tool. Led multiple phases of inventory management system cleanup (in JDEdwards) to better track 300,000 inventory items and the related issues, such as stocking type mismatch, primary vs. secondary locations, invalid locations, and net negative inventory. Created or optimized daily, weekly, monthly, and quarterly reports with more focused decision-useful information f…
Technical Accounting Intern
Connor Group · Provo, Utah Area
Author | ASC 606 | Valuations -- Wrote articles that explain different aspects of the new Revenue Standard (ASC 606) in a way that is easy to understand and apply to any business. Articles can be found at RevenueHub.org. Wrote or contributed to a limited number of articles for a then-unpublished site, now found at IPOHub.org Articles include: - Transition Dates and Methods - SEC Makes TRG Discussions Authoritative - Desktop/Cloud Software Contracts case study - OEMS, Incentives, and Variable Consideration case study - Volume-Based Tiered Pricing (FinTech) case study - The Crucial Role of Stakeholders and the TRG in Updating ASC 606 - Software and PCS case study - 409A Valuations (IPOHub.org)
Audit Intern
Deloitte · Chicago, IL
Audit | Review | Retail -- Audited prospectus statements and prepared internal workflow systems for the Northern Trust Audit, including targeted outlier testing which increased the effectiveness of the audit. Audited portions of Sears Holding Corporation, focusing on their Kmart Operations in Puerto Rico.
Strategy Intern & Consultant
Liquid Controls, LLC · Lake Bluff, IL
Market Research | Segment Analysis | Customer Analysis | New product development -- Performed research in 2015 about the Fuel Quality Measurement Market and its implications on (a) the Oil and Gas Industry in general and (b) the future direction of Liquid Controls. Within 12 months, LC launched 2 new products based on my recommendation for new product areas and strategic alliances. Performed additional market research (2016) in the Stationary Business Line to determine customer needs and market needs / dynamics. Collected and analyzed customer feedback data about LC's new airport fueling streamlining software. Recommended an improved revenue model and pricing structure.
Education
Brigham Young University Marriott School of Business
Master’s Degree, Accounting
Brigham Young University
Bachelor’s Degree, Accountancy
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