Preston Ferguson

Current location: West Valley City, UT, USA

Phone Number: (801) 857 - 1853



English Native or Bilingual

Spanish Professional Working

Work Experience

01/2018 - Present

CRM Consultant

Altriva Solutions, Salt Lake City, Utah

  • Functional consultant responsible for delivering successful business initiatives
  • Primarily responsible for business requirements discovery (SOW), end-to-end design and implementation, support requests, and upgrade documentation/execution. 
  • Key responsibilities also include solution strategy and planning, Customer Engagement / CRM (Microsoft Dynamics 365 for Sales, Customer Service, Field Service, and Project Service Automation), Marketing Automation (Microsoft Dynamics 365 for Marketing, Marketo, ClickDimensions), Analytics, Reporting and Dashboards (Power BI, SQL), Application and Data Integration (Scribe), Cloud Application Development (Flow, PowerApps). 

07/2017 - 01/2018

CRM Systems Analyst

EnerBank USA, Salt Lake City, Utah

  • Primary responsibility in designing, developing, testing, and deploying changes in Microsoft Dynamics 365 for the organization. 
  • Provide secondary support for other operation analyst.
  • Ensure adherence to Bank Change Management Procedures.
  • Provide administrative support for core business systems.
  • Analyze processes and recommend improvements. 
  • Manage multiple mini projects in JIRA, while providing issue tracking, resolution and escalation of critical issues and risks to plan in regular intervals.
  • Serve in a role (business analysis, testing, process documentation, etc.) on large Bank projects

05/2015 - 07/2017

Risk Analyst

EnerBank USA, Salt Lake City, Utah

  • Reviewed clients' annual cash flow, balance sheet, income statement, commercial credit reports, and program performance.
  • Interacted with clients on a daily basis to holistically understand client needs and risks. 
  • Prepared credit memorandas and reports to assess risk, assign risk ratings, and recommend exposure limits to the Credit Risk Manager, Chief Credit Officer, and other management.
  • Recommended changes in policy and procedure to increase accuracy of reporting and reduce risk exposure. 
  • Assisted in producing and maintaining portfolio risk analysis reports. 
  • Re-designed and implemented cross department workflows using Microsoft Dynamics as a system administrator. 
  • Designed and automated risk rating system

05/2013 - 04/2015

Operations Manager

Kingsley Management Corp., Provo, Utah

  • Supervise A/P, A/R, Tech Support, Titles, Taxes, Customer Support, IT, Website Development, Programming, and Marketing Departments.
  • Perform due diligence on $10-50mm acquisitions including tax analysis, onsite inspection, contract review, and pro-forma analysis. 
  • Audit company accounts, implement accounting controls, and design accounting software.

12/2011 - 01/2013

Small Enterprise Education and Development Advisor

DanPer - Sembrando Futuro, Trujillo, Peru

  • Spent 3 months in Trujillo, Peru teaching business principles, advising program participants, analyzing pro-forma cash flows, and accounting for projects. 
  • Helped participants write business plans that identified company organization, product cycles, business strategy, costs, quality, VIRN analysis, market research, prices, pro-forma cash flows, sunk costs, SWOT analysis, liquidation plans, and more. 
  • Researched proven business methods with local professionals to write 3 phase curriculum (Idea generation and approval, Business Plans, and Continued Development) (300+ pages) that condensed a 1 year program rotation to 3 months.

08/2011 - 07/2012

Accounting Assistant

Utah State University, Logan, Utah

  • Reconciled bank statements and credit card transactions for accuracy and regulation requirements. 
  • Analyzed scholarship, endowment, and program budgets to track and maintain performance. 
  • Presented account information to management for review.

03/2011 - 08/2011

Service Agent

Farm Bureau Financial Services, Orem, Utah

  • Met with clients to research their insurance needs and make recommendations based on financial abilities. 
  • Earned the State of Utah Certification for Property and Casualty Insurance

08/2008 - 03/2011

Web Designer

Applied Maintenance Specialties, Buna, Texas

In charge of production and management of company websites and marketing material.

05/2009 - 08/2009

Sales Associate

HomeShield Pest Control, Houston, Texas

  • Summer Sales of Door to Door Pest Control


08/2011 - 04/2013
BS, Finance
Utah State University
01/2008 - 04/2011
AS, Business
L.D.S. Business College
01/2008 - 04/2011
AS, Financial/Managerial Accounting
L.D.S. Business College


Kathy Rigby

Utah State University

Preston did an excellent job in the position of accounting assistant. He was very accurate and detailed. Preston is very skilled with computer programs and willing to help in any situation. He is reliable, flexible, enjoyable to work with and willing to work on any type project. Preston would be an asset to any company.

Rodney Robison

Applied Maintenance Specialties

Preston learned about all of our equipment and products and helped us put together tech sheets and our first web site. Because he understood what we did, we were able to just send him rough information, and he would turn it into marvelous sales literature and web site info. He's also quite skilled in audio/visual presentation. Preston functioned as an off-site contractor and produced great results.

David Herrmann

Utah Status University

Preston was a SEED intern in Peru for 3 months; teaching aspiring entrepreneurs how to start and manage their own businesses. Subsequent to his field service Preston returned and was the lead author on revising our field curriculum for the program. In both aspects Preston did a stellar job. I highly recommend Preston. He is a peak performer.

Sean Peterson

Applied Maintenance Specialties

Preston works hard to accomplish the tasks he is assigned. He is creative in the way he solves problems.

Peggy Cooper

Utah State University

Preston is very bright and easily teachable. In the short time I've worked with him he caught on immediately and was able to do his tasks well. He is VERY effecient and does not require much guidance. He is easy to be around.

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