Experience

Syntrio

• United States
• Technology, Information and Internet
• 1 - 100 Employee

• Chief Financial Officer

  • Apr 2023 - Present

  United States



International Contract

• United Kingdom

• Chief Financial Officer

  • Jun 2022 - Present

  Bali, Indonesia While contracting acquisition modeling and rebuilding financial models, I spent the past 6 months on a sabbatical away from full-time work. I dedicated myself to volunteering as a family, where we traveled to Southeast Asia to expand our skills, strengthen family bonds, and make a positive impact. This experience offered growth opportunities both personally and professionally.



Legwork

• United States
• Software Development
• 1 - 100 Employee

• Chief Financial Officer

  • Jan 2021 - May 2022

  Seattle, Washington, United States Legwork is now a Planet DDS company. Legwork, a leader in patient relationship management software, successfully exited and is proud to join Planet DDS.



Changepoint

• United States
• Religious Institutions
• 1 - 100 Employee

• VP Finance

  • Jan 2017 - Jan 2021

  Seattle, Washington, United States Changepoint is now part of the Planview and Clarizen family after a successful strategic exit. As Head of FP&A and Operations I led financial management including treasury, management reporting, forecasting and budgeting, private equity reporting, international financial operations, acquisition integration, ERP rollout and implementation, and financial controls.



Avalara

• United States
• Software Development
• 700 & Above Employee

• Corporate Controller (Principal Accountant)

  • Aug 2013 - Jan 2017

  As Corporate Controller and acting Principal Accounting Officer, I led Avalara's confidential filing IPO offering Accounting operations and processes, financial management including management reporting, tax, international financial operations, M&A diligence, acquisition integration, acquisition valuations, corporate valuations, and financial controls. Additionally, in 2016 I was selected as a founding team member of a new division in Avalara, Financial Information Processes Organization… Show more As Corporate Controller and acting Principal Accounting Officer, I led Avalara's confidential filing IPO offering Accounting operations and processes, financial management including management reporting, tax, international financial operations, M&A diligence, acquisition integration, acquisition valuations, corporate valuations, and financial controls. Additionally, in 2016 I was selected as a founding team member of a new division in Avalara, Financial Information Processes Organization, leading new procedures to phase Avalara through next growth milestones. Show less



Propel Fuels

• United States
• Renewables & Environment
• 1 - 100 Employee

• CFO

  • Jul 2010 - Aug 2013

  As CFO of Propel, I led human resources, information technology and financial management including treasury, management reporting, stringent fueling regulatory reporting, financial controls, and investor relations. I helped run the investment banking process to recapitalize the company, signed new debt facilities to expand, and procured multiple REIT style financing arrangements to procure the capital to purchase future stations.



Tully's Coffee

• Retail

• CFO

  • Jan 2005 - Jul 2010

  As CFO of Tully’s, I was responsible for human resources, information technology, and financial management including financial treasury and management reporting, public company regulatory reporting, financial controls, and investor relations. This included leading all facets of SEC and Tax reporting, including preparation and filing of required documents (e.g. Form 10-K, Form 10-Q, Form 8-K, proxy, etc.)


F5 Networks
• Computer Software
• 1 - 100 Employee
• F5 Networks, Fisher Broadcasting, - Assistant Controller - Senior/SEC Accountant

  • 2001 - 2005

KPMG US
• United States
• Financial Services
• 700 & Above Employee
• Senior Accountant

  • 1997 - 2000