Experience

Scale LLP

• United States
• Legal Services
• 1 - 100 Employee

• Director of Finance

  • Dec 2019 - Present



Team A, LLC

• Founder and CEO

  • Aug 2018 - Present

  Portland, Oregon Specializing in reviewing and cleaning up books for companies and individuals, including assistance with year end, taxes, audits or acquisitions.



Scale Platform

• Financial Controller

  • Oct 2021 - May 2022



Voodoo Doughnut

• Head Of Finance

  • Nov 2014 - Aug 2018

  Portland, Oregon Prepared for and executed a business acquisition over a two-year period including due diligence activities, multiple-area audits and integral reporting requirements Responsible for all areas of general ledger including accounts payable, accounts receivable, payroll, fixed asset management and cash collections for seven locations in compliance with generally accepted accounting principles Annual preparation of monthly budget and forecasting for every level of the organization Work with… Show more Prepared for and executed a business acquisition over a two-year period including due diligence activities, multiple-area audits and integral reporting requirements Responsible for all areas of general ledger including accounts payable, accounts receivable, payroll, fixed asset management and cash collections for seven locations in compliance with generally accepted accounting principles Annual preparation of monthly budget and forecasting for every level of the organization Work with external accounting and legal firms for annual financial statement audit Ensure compliance with local, state, and federal reporting requirements, including reporting for multi-state agencies Monthly reconciliation processes including closing procedures and accrual journal entries Preparation of financial statements, financial reports, special variance analyses, and information reports on weekly, monthly, quarterly and annual basis for internal managers, board of directors, investors and bank Responsible for regular review of debt covenants to ensure compliance Supervisory responsibilities over payroll and accounting personnel Establish and maintain appropriate internal control safeguards Regular interaction with managers to provide consultative support and recommendations for financial and processing procedures Show less



Cat Daddy, Inc. DBA Voodoo Doughnut

• Accounting Manager

  • Nov 2014 - Oct 2017

  Portland, Oregon



Up Front Accounting

• Senior Tax Manager

  • Feb 2014 - Nov 2014

  Portland, Oregon Area Prepared corporate, partnership and estate tax returns for both federal and state Reviewed individual and small business tax returns for both federal and state Research of complex tax issues and participate in in-depth client communications



Lauka Associates

• Senior Accountant

  • Dec 2009 - Feb 2014

  Portland, Oregon Area Compiled multiple for-profit and nonprofit industries’ financial statements, including restricted net assets and footnotes to the financial statements in accordance with generally accepted accounting principles (accrual accounting) Specialized in financial statement audits (and other assurance engagements) for nonprofit organizations. Proficiency in assessing the risk of material misstatement at both the financial-statement level and the account-balance or class-of-transaction… Show more Compiled multiple for-profit and nonprofit industries’ financial statements, including restricted net assets and footnotes to the financial statements in accordance with generally accepted accounting principles (accrual accounting) Specialized in financial statement audits (and other assurance engagements) for nonprofit organizations. Proficiency in assessing the risk of material misstatement at both the financial-statement level and the account-balance or class-of-transaction level. Comprehensively assessed multiple organization’s operating effectiveness of internal control Developed procedures for analyzing trends in revenues, expenses and payroll expenditures Prepared and maintained annual budgets Tracked grant awards and determined compliance, including complex governmental compliance requirements (A-133) Prepared supplemental schedules for governmental reporting requirements Prepared tax returns for nonprofit industries, post-retirement benefit plans, a variety of small businesses, corporations, partnerships, estates, and individuals Show less



CPA firm

• Staff Accountant

  • Dec 2007 - May 2009