Experience

• 

  RETIRED

  • Consultant

    • 2019 - Present
• 

  Thrive Initiative

  • Westbrook, ME

  • Chief Financial Officer

    • Oct 2014 - Present
    • Westbrook, ME
• 

  Retired

  • Bookkeeping, Accounting and Finance Assistance

    • Jun 2013 - Oct 2014

    Retired from the full time corporate world. I "un-retired" and rejoined the workforce.

• 

  ePlan Services, Inc. (A Paychex Company)

  • Greater Denver Area

  • Corporate Accounting Manager

    • Mar 2007 - Jun 2013
    • Greater Denver Area

    Full charge accounting, budgeting, and financial activities. Partner relationships, commissions

• 

  ePlan Services, Inc

  • Corporate Accounting Manager

    • Mar 2007 - Jun 2013

    Responsible for all accounting functions, sales commissions, fund reinvestment, billing, collections, financialreporting, partner relationships, payments to brokers and representatives.

• 

  Canadian Meds USA

  • Director of Affiliate Relations/Controller

    • Feb 2003 - Mar 2007

    Full charge accounting and reporting. Start up company, set up accounting system, established procedures,documented and monitored affiliates.

• 

  Coldwell Banker Residential Brokerage

  • Controller

    • Jun 2001 - Feb 2003

    Full charge accounting and reporting for a leading real estate company in the area.

• 

  Accounting/Bookkeeping

  • Self Employed

    • Jan 2000 - Jun 2001

    Bookkeeping for architectural company, tax preparation. Accounting work for various companies includingMercy Housing (a not for profit); Fundware (a software company), Colorado National Bank, Rustco Bakery,Continental Tire.

• 

  Colorado Episcopal Foundation

  • Controller

    • May 1998 - Dec 1999

    Full charge non-profit accounting for a foundation with 100+ partners. Separate accounting systems andreporting for each partner.

• 

  Denver Christian Schools

  • Business Manager

    • Jun 1994 - May 1998

    Managed all finance, accounting, and billing for a private school. Saved the school from bankruptcy by settingup corporate accounting policies and budgeting.

• 

  Pentax Corporation

  • Payroll Accountant

    • May 1993 - Jun 1994

    Responsible for payroll for a large distribution company. Duties included processing payroll time cards,working with the the payroll processing company, filing payroll tax, filing sales and use tax.

• 

  The Eric Group

  • Controller

    • Aug 1989 - Mar 1993

    Reinsurance Company for asbestos industry. Accounting and financial reporting. Forecasting and budgetpreparation on an international scope

• 

  Samsonite Corporation

  • Director

    • Aug 1969 - Jul 1989

    Responsible for all treasury operations for the leading luggage manufacturer at that time. Handled sevenseparate acquisitions, revised and/or adopted the financial reporting as required .