Experience

Seattle Symphony

• United States
• Musicians
• 100 - 200 Employee

• Controller

  • Apr 2022 - Present

  Seattle, Washington, United States



Planned Parenthood Great Northwest, Hawai'i, Alaska, Indiana, Kentucky

• United States
• Hospitals and Health Care
• 100 - 200 Employee

• Vice President of Finance

  • Mar 2019 - Apr 2022

  Seattle, Washigton

• Controller

  • Feb 2016 - Mar 2019

  Greater Seattle Area



CODAC Health, Recovery & Wellness, Inc.

• United States
• Mental Health Care
• 100 - 200 Employee

• Controller

  • Mar 2006 - Apr 2015

  Tucson, Arizona Overall responsibility for all financial aspects of this $40MM non-profit agency. Produced monthly interim financials with 6 days of the end of the month. Other reporting including budgeting, forecasting, cash forecasting, reporting to major funder and other grantors, and other required federal reporting. Worked with external auditors to ensure smooth annual audit and preparation of Form 990. Point of contact for bankers and insurance agent for their needed reporting and to renew lines of… Show more Overall responsibility for all financial aspects of this $40MM non-profit agency. Produced monthly interim financials with 6 days of the end of the month. Other reporting including budgeting, forecasting, cash forecasting, reporting to major funder and other grantors, and other required federal reporting. Worked with external auditors to ensure smooth annual audit and preparation of Form 990. Point of contact for bankers and insurance agent for their needed reporting and to renew lines of credit, draw on construction loans and renew all forms of agency insurance. Worked collaboratively with other functional areas of the business including Information Technology, Quality Management, Billing and Contracts, Human Resources and Clinical Services. Show less



American Greetings

• United States
• Manufacturing
• 700 & Above Employee

• Director, Scan Based Trading, various other Finance related positions

  • May 1993 - Oct 2005

  Cleveland, Ohio Held six different positions of increasing responsibility. Director, Scan Based Trading (SBT), March 2005 to November 2005, Manager, SBT, February 2001 to February 2005, Responsible for all aspects of Scan Based Trading (consignment sales) with top retailers such as Wal-mart, Target, and Kmart, as well as ten other medium sized retailers. Successfully transitioned business model from consultants to internal team earlier than expected, saving the company more than $100K in… Show more Held six different positions of increasing responsibility. Director, Scan Based Trading (SBT), March 2005 to November 2005, Manager, SBT, February 2001 to February 2005, Responsible for all aspects of Scan Based Trading (consignment sales) with top retailers such as Wal-mart, Target, and Kmart, as well as ten other medium sized retailers. Successfully transitioned business model from consultants to internal team earlier than expected, saving the company more than $100K in fees. Finance Manager, International Operations, July 1999 to January 2001 - Had overall financial responsibilities for the $6 million licensing subsidiary of American Greetings. Provided financial support for international subsidiaries in South Africa, United Kingdom, Malaysia, France, Australia and Mexico. Financial Controller, Carlton Cards UK, LTD., September 1997 to February 1998 - Special project as Controller of an $87 million subsidiary of American Greetings in Leeds, England. Supervised a team of 25 associates. Manager, General Accounting, January 1996 to June 1999 - Overall responsibility the General Accounting Department, which included sales, allowances and discounts, returns, accounts payable check disbursement, fixed assets, royalties, preparation of consolidated cashflow statement, cash and bank reconciliation, intercompany transactions, travel and expense report processing, annual audit, preparation of annual report and 10-K. Supervised a team of 12 associates. Financial Analyst, Corporate Financial Planning, October 1993 to December 199- Consolidated budgeting and forecasting, acquisition and divestiture projects, other special projects Senior Staff Account, Corporate Accounting, May 1992 to September 1993. Multinational consolidation and financial reporting and analysis. Show less



Forest City Realty Trust

• United States
• Real Estate
• 500 - 600 Employee

• Staff Accountant

  • Oct 1987 - May 1993

  Cleveland, Ohio



EY

• United Kingdom
• IT Services and IT Consulting
• 700 & Above Employee

• Audit Staff

  • Jun 1985 - Oct 1987

  Cleveland/Akron, Ohio Area Auditor, clients included large and medium manufacturing corporations and non-profit organizations.