Experience

Dudek

• United States
• Environmental Services
• 400 - 500 Employee

• GL Accounting Manager

  • Jun 2023 - Present



PAE

• United States
• Architecture and Planning
• 300 - 400 Employee

• Assistant Controller

  • Feb 2023 - Jun 2023

  Portland, Oregon Metropolitan Area Successfully supervise a team of seven direct and indirect reports, including Accounts Payable and Accounts Receivable. Responsible for analyzing and evaluating internal and external financial statements to ensure accuracy and compliance. Compile and analyze industry specific reports to stay informed about trends and developments. Collaborate with upper management and other departments to develop budgets and forecasts that directly influence the financial health of the company… Show more Successfully supervise a team of seven direct and indirect reports, including Accounts Payable and Accounts Receivable. Responsible for analyzing and evaluating internal and external financial statements to ensure accuracy and compliance. Compile and analyze industry specific reports to stay informed about trends and developments. Collaborate with upper management and other departments to develop budgets and forecasts that directly influence the financial health of the company. Propose bill rate schedules for jobs and maintain existing rate schedules. Work collaboratively with external CPAs at year end in preparation of financial statements ensuring accuracy and compliance.

• Interim Controller

  • Feb 2023 - May 2023

  Reviewed firm’s internal financial and management statements along with annual shareholder reports. Reviewed industry specific reports. Completed billing rate audits and maintained bill rate schedules on various jobs. Worked with management to improve processes, reduce reporting time, and update procedures. Collaborated with the CFO in a consistent and ongoing manner to establish and enhance predictive financial outcomes for the organization. Worked with departments to set up… Show more Reviewed firm’s internal financial and management statements along with annual shareholder reports. Reviewed industry specific reports. Completed billing rate audits and maintained bill rate schedules on various jobs. Worked with management to improve processes, reduce reporting time, and update procedures. Collaborated with the CFO in a consistent and ongoing manner to establish and enhance predictive financial outcomes for the organization. Worked with departments to set up projects and monitor budgets with variances to actual spend. Managed and developed a strong team of accountants to maintain integrity and support the firm’s triple bottom line approach.

• Accounting Manager

  • Sep 2021 - Feb 2023

  Portland, Oregon, United States Managed, oversaw, developed, and led a team of accounts. Managed full month end close cycle from review of outgoing payments to financial statement review. Improved processes and updated policies, including the transition of leases from ASC 840 to ASC 842 and simplification to the annual budget process. Maintained schedule of stock ownership. Collaborated with outside departments to compile and manage annual budgets, presenting results of budget to actual spend on a monthly… Show more Managed, oversaw, developed, and led a team of accounts. Managed full month end close cycle from review of outgoing payments to financial statement review. Improved processes and updated policies, including the transition of leases from ASC 840 to ASC 842 and simplification to the annual budget process. Maintained schedule of stock ownership. Collaborated with outside departments to compile and manage annual budgets, presenting results of budget to actual spend on a monthly basis. Coordination of monthly financial reports to upper management. Worked with CPAs at year end in preparation of financial statements. Coordinated the completion of industry specific reports including Federal Acquisition Regulation (FAR) rate creation reports, the PSMJ survey, and the B-corp survey.



Nortek Air Solutions, LLC

• United States
• Machinery Manufacturing
• 300 - 400 Employee

• Accounting Supervisor

  • Feb 2021 - Sep 2021

  United States Led and developed a team of direct reports while reviewing work of the entire department. Acted as interim co-controller for over a year while maintaining normal deliverables. Reviewed and approved all outgoing payments. Reviewed bad debt and revenue recognition entries. Built and ran a variety of SQL reports to assist in financial review. Improved processes to reduce payroll entry time by 2 days and monthly financial statement input time by half. Prepared and presented the… Show more Led and developed a team of direct reports while reviewing work of the entire department. Acted as interim co-controller for over a year while maintaining normal deliverables. Reviewed and approved all outgoing payments. Reviewed bad debt and revenue recognition entries. Built and ran a variety of SQL reports to assist in financial review. Improved processes to reduce payroll entry time by 2 days and monthly financial statement input time by half. Prepared and presented the monthly financials and supplemental statements for local and group level companies. Prepared the bulk of the accounting entries and reconciliations for the company. Maintained fixed assets listing, depreciation schedules, and capital lease schedules. Maintained lease schedules in accordance with IFRS-16. Audit lead for internal and external audits. Forecasted financial data on a quarterly basis.

• Senior Financial Accountant

  • Jun 2017 - Feb 2021

  Tualatin, Oregon Prepared the local and group level financials for books held at our location and presented the results to upper management. Presented financial results and trending analysis to plant leaders on a weekly basis. Prepared the bulk of the accounting entries and reconciliations for the company. Maintained fixed asset listings, depreciation schedules, and capital lease schedules. Acted as audit lead for internal and external audits. Forecasted financial data on a quarterly basis.



Cambia Health Solutions

• United States
• Wellness and Fitness Services
• 700 & Above Employee

• Senior Accountant I

  • Jul 2015 - May 2017

  Portland, Oregon Prepared and reviewed journal entries, reconciliations, and budget to actual analysis on a monthly, quarterly, and annual basis. Prepared and reviewed complete, multi-plan financial statements on a quarterly basis. Prepared, analyzed, and presented filing results to management monthly. Served as lead on Medical Loss Ratio (MLR) Commercial and Medicare filings, with work including training a team to prepare and file MLR reports, reviewed filings, and presented results. Audit lead for… Show more Prepared and reviewed journal entries, reconciliations, and budget to actual analysis on a monthly, quarterly, and annual basis. Prepared and reviewed complete, multi-plan financial statements on a quarterly basis. Prepared, analyzed, and presented filing results to management monthly. Served as lead on Medical Loss Ratio (MLR) Commercial and Medicare filings, with work including training a team to prepare and file MLR reports, reviewed filings, and presented results. Audit lead for external audits, improved system of saving audit documentation requests.

• Accountant III in Financial Accounting and Reporting

  • Dec 2011 - Aug 2015

  Portland, Oregon Completed journal entries and reconciliations of various premium and claim accounts. Provided analysis and reconciliations of GAAP and Statutory Financial Reports. Collaborated with others across the company to research issues and complete projects.



Delap LLP

• United States
• Accounting
• 100 - 200 Employee

• Senior Tax Accountant

  • Sep 2008 - Dec 2011

  Lake Oswego, Oregon Prepared various tax forms for individuals, companies, and trusts. Assisted with the audits, compilations, and reviews of a variety of clients. Provided accounting services to a variety of private middle market clients, including fixed assets, bookkeeping, and personal property tax. Completed a six month audit rotation for hospitals and not-for-profits.



Maginnis & Carey LLP

• United States
• Accounting
• 1 - 100 Employee

• Intern

  • Jun 2007 - Aug 2007

  Portland, Oregon Completed individual and business tax returns. Attended fieldwork for an audit. Trained to use Prosystems tax programs.



Rhonda Powell, CPA

• Intern

  • Jan 2007 - Apr 2007

  McMinnville, Oregon Completed 1099 tax forms and various extensions. Transferred tax forms to computers and used Excel to ensure order. Discussed tax payments with customers.