Experience

Kona Bay Shrimp

• United States
• Fisheries
• 1 - 100 Employee

• Controller

  • Mar 2022 - Present

  Waimea, Hawaii, United States



Timbers Resorts

• United States
• Real Estate
• 1 - 100 Employee

• Assistant Controller - Hokuala

  • Sep 2020 - Mar 2022

  Kauai Assistant Controller - Hokuala, Sept 2021 - Present Assistant Controller - Development, April 2021-Sept 2021 Accounting Manager, Dec 2020 - April 2021



Aloha Golf Group

• Financial Controller/HR Manager

  • Dec 2019 - Aug 2020

  Lihue, Hawaii



Selmet, Inc, a Consolidated Precision Products company

• Contracted Sr. Financial Analyst

  • Aug 2019 - Nov 2019

  Lihue, Hawaii Continue my prior Sr. Financial Analyst responsibilities as an off-site independent contractor

• Sr. Financial Analyst

  • Aug 2018 - Jul 2019

  Albany, Oregon My role changed significantly with the sale of Selmet, Inc. to Consolidated Precision Products (CPP) in August, 2018. I became a trusted and frequent advisor to the newly-appointed Operations Controller and the Assistant Controller, providing input on technical accounting issues, taxation, hiring and many projects related to the integration with CPP. Integration • Designed & lead implementation of a new chart of accounts to facilitate more detailed analysis of financial… Show more My role changed significantly with the sale of Selmet, Inc. to Consolidated Precision Products (CPP) in August, 2018. I became a trusted and frequent advisor to the newly-appointed Operations Controller and the Assistant Controller, providing input on technical accounting issues, taxation, hiring and many projects related to the integration with CPP. Integration • Designed & lead implementation of a new chart of accounts to facilitate more detailed analysis of financial results • Played key role in extensive post-acquisition accounting, reporting & analysis changes • Performed extensive analyses and accounting in support of the purchase accounting opening balance sheet adjustments • Developed new reporting & analysis tools using SQL Query to analyze large numbers of transactions/activities Recurring Responsibilities • Assist in preparation of a detailed, “bottom-up” income statement, balance sheet and cash flow budget • Prepare monthly forecast updates of EBITDA and cash flows • Assist in month-end close by preparing system inventory adjustments, various journal entries and reconciliations



Selmet Inc

• United States
• Aviation and Aerospace Component Manufacturing
• 100 - 200 Employee

• Sr. Financial Analyst

  • Apr 2017 - Aug 2018

  • Train and mentor Financial Analyst • Work with colleagues across the plant to provide information & analyses they need while also identifying opportunities to build tools to automate data collection in the future • Continue maintenance of standard costing system with increased responsibility for working with operations to understand processes and identify areas for costing system improvement • Continue development of new reporting & analysis tools with an emphasis on using SQL and… Show more • Train and mentor Financial Analyst • Work with colleagues across the plant to provide information & analyses they need while also identifying opportunities to build tools to automate data collection in the future • Continue maintenance of standard costing system with increased responsibility for working with operations to understand processes and identify areas for costing system improvement • Continue development of new reporting & analysis tools with an emphasis on using SQL and VBA in Excel to automate data collection, reporting & distribution • Maintain & analyze throughput reporting models • Maintain burden rates & analyze the appropriateness of those rates against actual costs • Work with operations to improve and formalize monthly inventory count procedures & reporting; Perform monthly inventory accounting

• Financial Analyst

  • Apr 2016 - Apr 2017

  Albany, Oregon • Assist in implementation and maintenance of standard costing system • Develop new reporting & analysis tools using costing system data, contributing to increased visibility of product costs, improved pricing and profitability • Prepare customer & part profitability analyses for use in business decision making • Implement & prepare weekly dashboard of key metrics • Prepare and analyze daily, weekly and monthly operational reports for managers and executives • Regularly work… Show more • Assist in implementation and maintenance of standard costing system • Develop new reporting & analysis tools using costing system data, contributing to increased visibility of product costs, improved pricing and profitability • Prepare customer & part profitability analyses for use in business decision making • Implement & prepare weekly dashboard of key metrics • Prepare and analyze daily, weekly and monthly operational reports for managers and executives • Regularly work with managers and executives on ad hoc reports & analyses



Levi Strauss & Co.

• United States
• Retail Apparel and Fashion
• 700 & Above Employee

• Temporary Sr. General Accountant

  • Mar 2015 - Mar 2016

  Eugene, Oregon • Perform corporate and treasury accounting • Modify and/or write task procedures and train others in those procedures



ATS Systems Oregon, Inc.

• Assistant Controller

  • Aug 2011 - Jun 2014

  Corvallis, Or • Lead day to day operations of finance department, including problem solving, changes to and improvements in department processes • Lead monthly financial close - Supervise month-end processes of A/P Clerk and Staff Accountant - Prepare journal entries & account reconciliations - Prepare financial reporting package comprised of Percentage of Completion Revenue Calculation, Financial Statements, Variance Analysis and Metrics reporting - Accomplishment – Revised source… Show more • Lead day to day operations of finance department, including problem solving, changes to and improvements in department processes • Lead monthly financial close - Supervise month-end processes of A/P Clerk and Staff Accountant - Prepare journal entries & account reconciliations - Prepare financial reporting package comprised of Percentage of Completion Revenue Calculation, Financial Statements, Variance Analysis and Metrics reporting - Accomplishment – Revised source data collection & organization, POC calculation and JE workpapers enabling more accurate, better documented, more efficiently analyzed financial reporting, all within the same time constraints • Analyze financial statements against budget and prior periods • Analyze project profitability changes • Supervise staff accountant (order entry, billing, A/R) and co-supervise A/P clerk • Perform various daily/weekly tasks including monitoring daily bank account activity, cash forecast preparation, past due A/R monitoring, project status reporting, wire transfer initiation • Oversee changes to accounting department internal controls Show less



ATS Systems Oregon

• Interim Human Resources Manager

  • Jun 2012 - Jan 2013

  Corvallis, Oregon • Supervise payroll process, including year-end tax reporting • Perform new hire orientation, benefits enrollments, exit interviews, COBRA enrollment • Research payroll and human resources issues that arose



SingerLewak LLP

• United States
• Accounting
• 200 - 300 Employee

• Accountant

  • Jan 2010 - Jun 2011

  Albany, Oregon • Prepare individual and business tax returns, financial statement compilations and small entity financial statement audits • Work on financial statement audits for Business, Governments & Non-Governmental NFPs in a variety of reporting standards



Mid-Valley Newspapers

• Assistant Controller

  • May 2007 - Jan 2010

  Albany, Oregon • Serve as point person for day to day problem solving in accounting operations • Assist in monthly financial statement close by preparing journal entries, reconciling balance sheet accounts, reviewing internal financial statements and performing metric variance analysis • Accomplishment - Streamlined close process, reducing my time from seven business days to five while taking on additional responsibilities • Supervise accounts payable clerk • Review payroll time accumulation… Show more • Serve as point person for day to day problem solving in accounting operations • Assist in monthly financial statement close by preparing journal entries, reconciling balance sheet accounts, reviewing internal financial statements and performing metric variance analysis • Accomplishment - Streamlined close process, reducing my time from seven business days to five while taking on additional responsibilities • Supervise accounts payable clerk • Review payroll time accumulation worksheet completion process each month for accuracy and completeness • Revise internal controls to comply with parent-corporation’s Sarbanes-Oxley policies • Provide ad hoc reporting to internal users by running queries in various software, analyzing data and organizing into useful information • Assist controller in annual budgeting (notably, prepare newsprint, ink, plate budgets) • Review customer credit and debit memos for correctness, support and approval Show less



Moss Adams

• United States
• Accounting
• 700 & Above Employee

• Senior Accountant

  • Oct 2003 - May 2007

  Eugene, Oregon Area • Prepare individual and business tax returns; Progressed to reviewing of the same • Prepare trust tax returns • Manage & perform financial statement compilation engagements • Participate in financial statement review & audit engagements • “Played key technical role on team implementing paper-less workpaper software by reading instruction manual and becoming office expert on the software.”