Experience

Clark Regional Wastewater District

• Utilities
• 1 - 100 Employee

• Finance Director/Treasurer

  • Mar 2021 - Present

  Vanvouver, Washington



Discovery Clean Water Alliance

• Treasurer

  • Mar 2021 - Present

  Vancouver, Washington, United States



Solid Waste Authority of Central Ohio (SWACO)

• United States
• Government Administration
• 1 - 100 Employee

• Manager of Accounting & Finance

  • 2015 - Oct 2020

  Columbus, Ohio Area ★ Triaged organizational finance and accounting needs following rapid changes in executive leadership and emerging needs in risk management and internal controls, establishing a robust infrastructure with the processes, systems, and protocols to move the organization forward. ★ Lead all finance and accounting functions-reporting first to the Executive Director and most recently to the Director of Administration-building a top-performing team of tacticians and strategists to support… Show more ★ Triaged organizational finance and accounting needs following rapid changes in executive leadership and emerging needs in risk management and internal controls, establishing a robust infrastructure with the processes, systems, and protocols to move the organization forward. ★ Lead all finance and accounting functions-reporting first to the Executive Director and most recently to the Director of Administration-building a top-performing team of tacticians and strategists to support long-term planning and execution. Establish processes and controls critical to providing governance over treasury, quality, compliance, procurement, and project management. ➥ Constructed a long-term strategic planning tool to evaluate the agency’s debt requirements, developing what has become SWACO’s first prospect evaluation model designed to assist in measuring the impact of strategic goals through financial modeling. ➥ Responsible for the development and issuance of agencies Comprehensive Annual Financial Report. Lead efforts to complete annual CAFR through management of internal staff and contracted external accounting firm. ➥ Oversee the annual budget preparation, reconciliation, and variance analysis process, working in close collaboration with the Board of Trustees and executive staff to pinpoint operational risks, mitigate funding shortfalls, and identify cost savings. ➥ Establish the controls critical to ensuring success in both independent and government audits; direct the development of CAFR and GASB-compliant reports and statements. ➥ Supported the development of an RFP for the review and selection of an ERP application. Lead efforts in cooperation with SWACO’s technology solutions manager and external vendor to identify and evaluate opportunities to reduce manual processes and create more streamlined accounting, finance and HR functions through the issuance of a RFP for an Enterprise Resource Program (currently under review). Show less



Franklin University

• United States
• Higher Education
• 500 - 600 Employee

• Adjunct Professor

  • 2003 - Mar 2020

  Columbus, Ohio Area Instruct both undergraduate and graduate courses including Principles of Finance, Corporate Finance, Managerial Accounting, and Financial Institutions & Markets. Recognized with the Excellence in Teaching Award (2013) for exceptional student engagement.



Pearl Interactive Network Inc.

• United States
• Telecommunications
• 100 - 200 Employee

• Interim Chief Financial Officer

  • 2014 - 2015

  Columbus, Ohio Area Streamlined KPI and P&L reporting for this staffing business with $20M in annual revenue, developing and implementing best practices-based processes and systems, a standardized pricing model, and corporate protocols to ensure regulatory compliance. Leveraged professional network and business relationships to augment business development and to secure multimillion-dollar contracts.



Battelle

• United States
• Research Services
• 700 & Above Employee

• Finance Manager II

  • 2008 - 2014

  Columbus, Ohio Area ★ Served as the 'go-to' SME for Battelle's Chief Scientist and Director of Strategy, providing the financial governance and data-driven funding to support R&D and new product development across Energy, Health & Life Sciences, and National Security divisions. ★ Provided the depth of financial analysis critical to supporting C-level decisions, creating analytical tools to measure potential profit and risks associated with mergers and acquisitions, research and development, and new product… Show more ★ Served as the 'go-to' SME for Battelle's Chief Scientist and Director of Strategy, providing the financial governance and data-driven funding to support R&D and new product development across Energy, Health & Life Sciences, and National Security divisions. ★ Provided the depth of financial analysis critical to supporting C-level decisions, creating analytical tools to measure potential profit and risks associated with mergers and acquisitions, research and development, and new product introduction initiatives. Defined bid strategy and rate structures, contract terms and conditions, and financial reporting protocols for as many as 500 concurrent projects representing the work of 13 business units and $800M in revenue. Led and developed projects teams of up to 15 resources. ➥ Overcame the challenge of reduced government budgets and increased competition by developing a novel business model to facilitate new product introduction, drive market penetration, eliminate low-margin offerings, and predict margins with precision. ➥ Managed a $300M+ annual budget-largest budget group in Battelle-inclusive of the Specialized Manufacturing division consisting of 4 plants, 3 business units, and laboratories. ➥ Collaborated with Battelle’s Chief Scientist and The Director of Science and Technology to develop prospective models designed to estimate cost and analyze the profit potential associated with R&D offerings. The models facilitated cost savings by identifying projects with costs that would overrun profit potential, facilitated an organizational cultural change by moving technical staff to a profit and science driven focus rather than solely focused on science and generated an estimated savings of $8m in the first four years. ➥ Conducted the due diligence pivotal to engaging in profitable M&As, providing the data to drive decisions when it came to facility purchases, buildouts, and new construction. Show less



Ohio Bureau of Workers' Compensation

• Investment Auditor

  • 2006 - 2008

  Columbus, Ohio Area ★ Recruited to establish a comprehensive financial control and asset management infrastructure, design first-time investment processes and procedures, mitigate investment risks and exposure, and oversee the audit and policy implementation groups. ★ Fueled the development of a sound, data-driven investment environment, introducing trading and cash management policies, standardizing asset management practices, and instilling the financial controls critical to creating a solid financial… Show more ★ Recruited to establish a comprehensive financial control and asset management infrastructure, design first-time investment processes and procedures, mitigate investment risks and exposure, and oversee the audit and policy implementation groups. ★ Fueled the development of a sound, data-driven investment environment, introducing trading and cash management policies, standardizing asset management practices, and instilling the financial controls critical to creating a solid financial foundation. Reviewed and reengineered the asset manager selection process, improving organizational effectiveness in managing investments and assets. ➥ Developed an annual risk-based audit plan, elevating the integrity of asset management protocols by not only structuring processes and policies, but also by creating a formal position description defining portfolio administration functions. ➥ Selected as the lead consultant to a Governor-appointed Oversight Commission, providing insight into portfolio rebalance initiatives, governance, personal trading policies, and divestment of BWC's private equity portfolio. ➥ Reduced investment expenses by reviewing asset management strategies, identifying and eliminating duplicate functions, and introducing a single asset manager structure. Show less



School Employee Retirement System of Ohio

• Investment Analyst

  • 2001 - 2006

  Columbus, Ohio Area ★ Provided investment research and analysis-$15B in assets-evaluating fundamental risk and return potential, administering securities lending program, monitoring market trends, driving compliance, projecting cash flow, and reconciling variances. ★ Acquired operational exposure to foreign and domestic asset management, custodial relationships, and fund administration, working in collaboration with key process stakeholders to prepare, analyze, and report on annual investment budgets and… Show more ★ Provided investment research and analysis-$15B in assets-evaluating fundamental risk and return potential, administering securities lending program, monitoring market trends, driving compliance, projecting cash flow, and reconciling variances. ★ Acquired operational exposure to foreign and domestic asset management, custodial relationships, and fund administration, working in collaboration with key process stakeholders to prepare, analyze, and report on annual investment budgets and actual results. ➥ Supported the organization surpassing annual cash reinvestment benchmark return by 200 basis points, leveraging market and portfolio analysis to drive decision making. ➥ Lead asset transitions for pension fund total $6.5B over three-years – facilitated market timing requirements through team coordination between asset managers and custodial banks to mitigate losses associated with large transactions in bear market environments. ➥ Managed relationships with 45 asset managers, three custodial banks, the Treasurer of States’ office and the master record keeper, Mellon Bank. Developed Service Level Agreements (SLA) with asset managers and custodial banks to facilitate automated security trading platforms. Additionally, created SLA’s to standardized performance calculation methodologies and month-end closing procedures between custodial banks, master record keeper and Treasurer of State. Lastly, developed balanced score methods with Treasurer of State to actively evaluate transactions and services provided by Treasurers contracted custodial banks to avoid previously identified shortfalls seen by all pension funds within the State of Ohio. Show less



BISYS Fund Services (Now Citi Fund Services)

• Lead Mutual Fund Accountant

  • 2000 - 2001

  Columbus, Ohio Area