Experience

Whatcom Land Trust

• Non-profit Organizations
• 1 - 100 Employee

• Finance Committee

  • Sep 2021 - Present

  • Monthly review of budget, income, and expenses • This includes monitoring the WLT trust for the purpose of accumulating and investing assets to fund stewardship of protected land and the continuation of preserving land • Review and approve the annual budget for the consideration of the Board of Directors • Oversight on all matters financial, including investment policy and practice, ensuring annual audits and filings are complete and accurate, and managing cash flow • Strategic partner in CFO hiring process Show less



Lakeshore Realty

• United States
• Real Estate
• 1 - 100 Employee

• Board Member - Financial Advisor

  • Jan 2015 - Present

  • Long-range forecasting, including agent specific commission estimations • Expense management advisement, including people and facilities management strategies • Stress-test scenario based financial planning and forecasting • Specialty reporting to provide trend ratios, performance ratios and income-to-expense ratios • Long-range forecasting, including agent specific commission estimations • Expense management advisement, including people and facilities management strategies • Stress-test scenario based financial planning and forecasting • Specialty reporting to provide trend ratios, performance ratios and income-to-expense ratios



Lakeshore Cottage and Glacier Creek Cabin Rentals

• Property Manager and Controller

  • Sep 2014 - Present

  • Remotely manage all tenancy relationships with hospitality focus, including contract negotiations and enforcement • Act as contractor for repair, maintenance and improvement of property including project estimation and budget management • Acting controller for a vacation rental business in Coeur d'Alene, Idaho and Glacier, WA. Including tax preparation and AR/AP management • Remotely manage all tenancy relationships with hospitality focus, including contract negotiations and enforcement • Act as contractor for repair, maintenance and improvement of property including project estimation and budget management • Acting controller for a vacation rental business in Coeur d'Alene, Idaho and Glacier, WA. Including tax preparation and AR/AP management



Starbucks

• United States
• Retail
• 700 & Above Employee

• Senior Financial Analyst

  • Jan 2013 - Jan 2015

  • Helped lead the consolidations of monthly, quarterly and annual financial planning and forecasting cycle for the +$16B global business, including all internal and external reporting. Primarily CFO and Board of Directors reporting, including direct support for the financial and investor relations teams • Forecasted and reported global outstanding shares and stock based compensation and expense for the global business. Presented quarterly to the Director of Corporate FP&A • Created review material for the Executive Leadership Team and the Board of Directors, summarizing global performance data into succinct presentation briefings • Led the financial planning, forecasting, consolidation, and approval process for the $1.4B global capital budget; as well as all executive and external reporting for Capital • Managed and administered the monthly capital approval board, which included members of the Executive and Senior Leadership Team • Partnered closely with capital accounting to provide timely policy guidance to project teams, and ensure effective risk management procedures Show less



Boeing

• United States
• Aviation & Aerospace
• 700 & Above Employee

• Business and Planning Analyst

  • Aug 2010 - Jan 2013

  • Prepared and presented weekly, monthly and quarterly performance reports for customers and finance leadership • Presented detailed review on a quarterly basis to business unit Controller and Director of Finance for a program projected to generate over $300M in revenue • Partnered with customers to provide business recommendations based on financial analysis • Integrator for IT Boeing Commercial Airlines R&D and Capital portfolio (~$45M), requiring collaboration across organizations and business units and a thorough understanding of the billing structure • Created and maintained short- and long-range forecasts (EAC - Estimate at Completion) for a $53M organization on a project basis • Helped lead a focus group to create a standard Opportunity and Risk (O&R) process across IT Finance utilizing SQL and Cognos. -- The IT Finance organization then modeled their process after the tool I developed to collect and report O&Rs against our financial baseline(s) in MS Access • Developed a Monthly Business Review (MBR) reporting package tool in Excel in less than a week for entire Finance organization, as a result of an internal reporting tool losing function for 3 months. This tool was utilized by 30 different finance functions. Trend charts and scorecards that were developed were still in use by the organization once internal reporting tool was functional again -- My ability to manage a team to provide a functional and easy to use tool resulted in an Executive Achievement award presented across the organization Show less



VMC

• United States
• Information Technology & Services
• 500 - 600 Employee

• Financial Analyst

  • Feb 2010 - Aug 2010

  • Created and maintained short- and long-range forecasts for 4 different practice areas on a project basis, this included over $4M in monthly revenue in over 50 projects. Lead Analyst for annual corporate budget• Presented and produced monthly financial results for executive team• Developed and produced revenue and labor reporting to allow accurate visibility of the gross margin on a project level basis -- received COO recognition for this achievement• Developed an in-depth income statement analysis on a foreign subsidiary and presented recommendations to Director of Finance and Controller on determination of continuing operations Show less

• Accounting Analyst

  • Apr 2009 - Feb 2010

  • Supported and maintained the complete accounting cycle, including creating and posting entries, closing and reconciliations of accounts• Prepared monthly cash flow statements for 7 business entities• Audit lead for foreign subsidiaries in Japan and Singapore• Researched accounting variances and unusual activities in financial statements resulting in a written analysis for the Director of Finance• Simplified and improved closing process by implementing automation methods in Excel reducing journal entry creation by 60% Show less



JPMorgan Chase & Co.

• United States
• Financial Services
• 700 & Above Employee

• Senior Finance Leadership Program Associate

  • Mar 2007 - Jan 2009

  The Finance Leadership Program is a competitive two-year program with accelerated development opportunities. Comprised of four six-month rotations, with a focus on both technical skills and leadership training. Home Loans Accounting (August 2008 - Jan 2009) • Financial lead on a Fidelity system true-up model utilizing Excel Macros, the model output resulted in a quarterly G/L adjustment entry to amortization Internal Audit - Capital Markets, Treasury and Finance Group (February - July 2008) • Served as a consultant and project manager through work in each phase of the audit process, including drafting the final report Retail Bank Financial Planning and Analysis (August 2007 - February 2008) • Forecasted and reported to management and the Board of Directors monthly and quarterly revenue sharing, non-interest income and non-interest expense for the Retail Banking Business Enterprise Risk Management (March - July 2007) • Helped lead the ALLL Data Loss Initiative, that resulted in process changes and a change in earnings reporting to capture loan level detail estimates Show less



The Spectator

• United Kingdom
• Book and Periodical Publishing
• 1 - 100 Employee

• Business Manager

  • Feb 2005 - Jun 2006

  • Managed a $30,000 budget, supervised the Advertising Manager and executed all operations decisions for the newspaper • Managed inventory, billing and collection/AR invoices from advertisers and maintained internal accounting duties • Developed client tracking system used to maintain accounts receivable • Conducted client negotiations and managed vendor relationships • Managed a $30,000 budget, supervised the Advertising Manager and executed all operations decisions for the newspaper • Managed inventory, billing and collection/AR invoices from advertisers and maintained internal accounting duties • Developed client tracking system used to maintain accounts receivable • Conducted client negotiations and managed vendor relationships



Piper Jaffray

• United States
• Financial Services
• 300 - 400 Employee

• Finance Intern

  • Mar 2004 - Apr 2005

  • Followed strict compliance procedures, as well as record and file maintenance, correspondence and telephones for general office. • Established an asset database for tracking client’s assets used for the production of asset allocation analyses and projections. • Followed strict compliance procedures, as well as record and file maintenance, correspondence and telephones for general office. • Established an asset database for tracking client’s assets used for the production of asset allocation analyses and projections.



Lakeshore Realty and Appraisals

• Office Assistant and Intern

  • May 2000 - Sep 2003

  • Acted as computer specialist and maintained internal control duties primarily with QuickBooks. • Developed promotional materials and their current logo. • Performed detailed house inspections based on HUD requirements. • Responsible for client relations and follow-up communications. • Acted as computer specialist and maintained internal control duties primarily with QuickBooks. • Developed promotional materials and their current logo. • Performed detailed house inspections based on HUD requirements. • Responsible for client relations and follow-up communications.