Experience

Sage Homes Northwest

• United States
• Real Estate
• 1 - 100 Employee

• Chief Financial Officer

  • Sep 2022 - Present



BLACKWOOD BUILDERS, INC.

• United States
• Construction

• Chief Financial Officer / Chief Operating Officer

  • 2020 - 2022

  Greater Seattle Area Retained by this privately owned group of companies offering a diverse array of general contracting, real estate development, and window sales services. Reported to the Co-Presidents/Owners, holding responsibility for building new corporate systems and standard operating procedures, improving the efficiency of corporate and organizational structures, and enhancing the company’s relationships with providers of debt and equity capital. Additionally assisted with underwriting investment… Show more Retained by this privately owned group of companies offering a diverse array of general contracting, real estate development, and window sales services. Reported to the Co-Presidents/Owners, holding responsibility for building new corporate systems and standard operating procedures, improving the efficiency of corporate and organizational structures, and enhancing the company’s relationships with providers of debt and equity capital. Additionally assisted with underwriting investment opportunities, cash flow forecasting, and working on special projects with legal, tax, and insurance professionals. The company grew from $30,000,000 in revenue during 2019 and is forecasted to hit the $90,000,000 revenue mark in 2022. Highlighted Responsibilities & Contributions: • Drove needed change while staying true to the highly entrepreneurial culture of the company, a key factor that led to its #28 position in the 2022 Puget Sound Business Journal’s list of 50 Fastest-Growing Middle Market businesses and its #15 position in the 2022 list of Largest Residential Builders. • Led a turnaround of the accounting and human resources team, rebuilding the entire department and hiring/mentoring a team of 8 people with the specialized skills needed to support the company's rapid growth and evolving needs. • Redesigned numerous aspects of the corporate structure, including building new reporting tools to better analyze performance and support critical strategic decisions. Show less



Village Life

• United States
• Real Estate
• 1 - 100 Employee

• CFO, COO & Special Projects Manager

  • 2017 - 2019

  Greater Seattle Area Reported to the Co-Presidents/Owners of this privately-owned home building and land development firm, serving as an operationally-oriented finance executive tasked with implement change, improving profitability, and infusing the company with greater business rigor. Additionally tasked with managing the company’s portfolio of Central Washington real estate assets, comprising nine properties and $16,000,000 in value. Highlighted Responsibilities & Contributions: • Developed a… Show more Reported to the Co-Presidents/Owners of this privately-owned home building and land development firm, serving as an operationally-oriented finance executive tasked with implement change, improving profitability, and infusing the company with greater business rigor. Additionally tasked with managing the company’s portfolio of Central Washington real estate assets, comprising nine properties and $16,000,000 in value. Highlighted Responsibilities & Contributions: • Developed a revised staffing plan that aligned the company’s 40-member workforce and roles more appropriately to the company's strategic objectives. Recruited, interviewed, and hired over 6 new finance, accounting, and HR staff for the company and provided the coaching/mentoring needed for them to reach superior performance. Performed HR and team leadership functions including work prioritization, team-building, systems training, and performance evaluation and fostered a high-performance work culture. • Managed transition of the capital structure from a reliance on JV partners to the use of traditional bank debt. Managed relations with local banks and lenders, establishing guidance lines totaling +/- $30,000,000. • Presented the Board with detailed financial statements and assisted in interpreting the data and its impact on future business growth, profitability, and strategy. Additionally designed/launched a new management reporting package and improved the overall consistency of reporting and modeling within the firm. Show less



Acme Homes

• Consulting CFO \ COO

  • Aug 2016 - Dec 2016

  Snohomish, WA



McCormick Land Company

• President (Dual CFO & COO Emphasis)

  • 2006 - 2016

  Greater Seattle Area History of leadership roles held with this privately-owned real estate investment and land development firm, encompassing ownership (prior) of the McCormick Woods Golf Course and management of 3,000 additional acres of industrial property and timberland — as well as development of a master planned community. Highlighted Responsibilities & Contributions: • Reported to Board of Directors and held oversight over all CFO/COO functions for the organization, constantly assessing the… Show more History of leadership roles held with this privately-owned real estate investment and land development firm, encompassing ownership (prior) of the McCormick Woods Golf Course and management of 3,000 additional acres of industrial property and timberland — as well as development of a master planned community. Highlighted Responsibilities & Contributions: • Reported to Board of Directors and held oversight over all CFO/COO functions for the organization, constantly assessing the company's strategic position, objectives, and financial health in order to provide the ownership team with recommendations for maximizing ROI and business unit profitability. • Provided day-to-day management, mentoring, and performance evaluation to a team of 6 direct reports. • Engaged in intensive financial forecasting and modeling, centered around the challenge of applying thousands of acres of land "inventory" to the highest, best, and most profitable use. • Right-sized the company during periods of industry downturn to align staffing levels to operational needs; led the closure of several non-core operations and unprofitable projects. • Manage the end-to-end completion of numerous large-scale real estate development projects, including a $80 million suburban master plan initiative. • Led marketing and sales related to all properties and new developments, including design of an innovative business plan to develop the 2,300-acre McCormick Woods Planned Community. • Demonstrated exceptional communication skills, including presenting complex proposals to investor groups and local/state government officials. • Worked with multiple banks and creditors to work out accrued debts and led the 2006 sale of the McCormick Woods Golf Course despite its "underwater" status; identified potential buyers, led negotiations, navigated complex special credit/workout issues and successfully transitioned the property over to a new investment group

• Co-President (Dual CFO & COO Emphasis)

  • 2000 - Jan 2006

  Greater Seattle Area Promoted to Co-President role to help analyze/make key strategic decisions for the organization and lead the completion of numerous high-profile projects and change initiatives. • Right-sized the company during periods of industry downturn to align staffing levels to operational needs; recommended (and led the closure of) several non-core operations and unprofitable projects that were distracting/siphoning resources away from the primary business model—reducing the overall corporate… Show more Promoted to Co-President role to help analyze/make key strategic decisions for the organization and lead the completion of numerous high-profile projects and change initiatives. • Right-sized the company during periods of industry downturn to align staffing levels to operational needs; recommended (and led the closure of) several non-core operations and unprofitable projects that were distracting/siphoning resources away from the primary business model—reducing the overall corporate scope from 100 employees in 7 lines of business to 5 employees in 3 lines of business. • Led marketing and sales programs related to all properties and new developments, including the creation and implementation of an innovative business plan to develop the 6,200-acre McCormick Woods Planned Community in South Kitsap County -- encompassing over 1,200 home sites, 5 miles of offsite water and sewer main extensions, and 6 miles of collector roads. • Demonstrated exceptional communication skills, including presenting complex, nuanced real estate proposals to investor groups, as well as meeting regularly with local/state government officials to advocate for favorable decisions related to project permitting and zoning issues.

• Vice President / Chief Financial Officer (CFO)

  • 1994 - 2000

  Greater Seattle Area Recruited to lead all accounting and finance responsibilities for the organization, shoring up and modernizing numerous fiscal aspects of the company to resolve outstanding issues and set the stage for continued growth, expansion, and profitability. • Engaged in intensive financial forecasting and modeling, centered around the challenge of applying thousands of acres of land "inventory" to the highest, best, and most profitable use in both the long term and short term—including… Show more Recruited to lead all accounting and finance responsibilities for the organization, shoring up and modernizing numerous fiscal aspects of the company to resolve outstanding issues and set the stage for continued growth, expansion, and profitability. • Engaged in intensive financial forecasting and modeling, centered around the challenge of applying thousands of acres of land "inventory" to the highest, best, and most profitable use in both the long term and short term—including recommending sales and divestitures, when financially advantageous. • Worked with multiple banks and creditors to work out accrued debts in excess of $20,000,000 that had been taken on to fund real estate entitlements and infrastructure investment; created and executed a successful plan to repay debt while continuing to add value to owned real estate, bringing in a new equity partner to assist with needed refinancing. • Maintained highly positive working relationships with capital partners (banks, equity investors), preparing annual/quarterly financial reports and ensuring all investors, owners, and stakeholders were kept fully updated on company progress, risks, and opportunities.



Metro Credit Union

• United States
• Financial Services
• 100 - 200 Employee

• Controller / Accounting Manager - Banking & Credit Union Industry

  • 1989 - 1992

  Greater Seattle Area Managed all accounting functions for this mid-sized credit union, encompassing over 7,000 members and over $40,000,000 in assets. Managed a team of 5 accounting personnel and assisted the CFO with a broad mix of strategic planning, financial reporting, technology implementation, and compliance issues. • Repositioned the investment portfolio to increase the company's yield by approximately 300 basis points. • Initiated staffing/operational changes that successfully reduced annual… Show more Managed all accounting functions for this mid-sized credit union, encompassing over 7,000 members and over $40,000,000 in assets. Managed a team of 5 accounting personnel and assisted the CFO with a broad mix of strategic planning, financial reporting, technology implementation, and compliance issues. • Repositioned the investment portfolio to increase the company's yield by approximately 300 basis points. • Initiated staffing/operational changes that successfully reduced annual operating expenses by over 40%. • Analyzed and proposed a new fee structure that increased non-interest income by over 20%. • Managed the implementation of a new computerized accounting system, in addition to reducing costs and improving financial data quality/timeliness via the automation of numerous additional processes. Show less