Experience

Oregon Housing & Community Services (OHCS)

• United States
• Government Administration
• 1 - 100 Employee

• Chief Executive Auditor

  • Jun 2020 - Present



Oregon Department of Housing and Community Services

• Chief Audit Executive

  • Jun 2020 - Present



Oregon Department of Revenue

• Salem, OR

• Tax Auditor

  • Apr 2015 - Jun 2020

  Conducts comprehensive personal income tax audits and business audits. Interprets taxation statutes for taxpayers, accountants, lawmakers, lawyers and the general public - through personal, telephone or written communication. Ensures taxpayer compliance with federal, state and local laws, respond to written objections concerning return processing adjustments and imposition of interest charges on the underpayment of estimated tax; processes amended returns; conduct audits of domestic and multi-state (limited) corporations doing business in Oregon and represent the department's position(s) during conferences, hearings and tax court proceedings. Show less



Pauly Rogers CPAs

• Tigard, OR

• Municipal Financial Auditor

  • Nov 2014 - Apr 2015

  Conducted comprehensive municipal financial audits, federal and state compliance audits, and agreed-upon procedures. Performed analytical procedures/analyses to detect unusual financial statement relationships and fraudulent transactions. Performed internal control and substantive testing, proposed adjusting journal entries. Performed risk analysis and determine testing needed. Communicated findings to client and audit management. Assessed risk, identified and tested controls, and did in depth analysis of accounting transactions to determine and correct accuracy, period, completeness, and classification. Show less



Oregon Secretary of State Audits Division

• Salem, OR

• Financial Auditor

  • Apr 2013 - Oct 2014

  Conduct comprehensive financial audits, federal and state compliance audits, and agreed-upon procedures. Perform analytical procedures/analyses to detect unusual financial statement relationships. Perform internal control and substantive testing, propose adjusting journal entries. Perform risk analysis and determine testing needed. Communicate findings to client and audit management. Conduct comprehensive financial audits, federal and state compliance audits, and agreed-upon procedures. Perform analytical procedures/analyses to detect unusual financial statement relationships. Perform internal control and substantive testing, propose adjusting journal entries. Perform risk analysis and determine testing needed. Communicate findings to client and audit management.



Scholastic

• United States
• Book and Periodical Publishing
• 700 & Above Employee

• Branch Manager

  • Feb 2012 - Mar 2013

  Direct production and distribution operations for a children’s book publisher/distributor. Hire, train and manage a team of 40 associates, 3 managers, two shifts, 4 productions areas, and the shipping/ receiving dock. Design work flow, manage dead inventory, new product and test market support, 5 S, warehouse redesign/ layout. Establish branch goals, rules, and policies. Projected monthly revenue forecast and manufacturing performance/risks. Developed and maintained weekly/monthly/quarterly Manufacturing budget and performance metrics.  Reduced dead inventory by 20%  Redesigned production flows increasing labor efficiency by 3% Show less



RSC Equipment Rental

• Construction
• 500 - 600 Employee

• Branch Manager

  • Feb 2011 - Feb 2012

  Open cold start location; design branch level operations, accounting, and audit procedures for new location. Review and analyze capital and operations activities, review financial statements, assist with internal audits, write and manage capital and operations budgets, gap analysis and financial forecasting; financial, operations, and sales presentations to C level executives, oversee and review A/R, A/P, and credit accounts; coordinate with contractors, govt officers, and corporate officers. Build customer base through design and execution of an extensive sales campaign. Hire new branch team, manage capital budgets, operations, and P&L. Analyze market needs through customer interaction and historical data and invest over 7 million in long term assets maximizing ROI. Acquire additional revenue generating assets through sourcing underutilized units within the company. Utilize 5S to increase efficiency in flow, procedures, and a safe work environment for new branch operations. Establish merchandise plan, SKU list, inventory levels, and reorder points. Accomplishments:  Opened a new cold start location  Profitable in the second month of operation  Attained ROI of 116% annually. Show less



United Rentals

• United States
• Construction
• 700 & Above Employee

• Branch Manager

  • Sep 2006 - Jan 2010

  Multi unit management; build the branch teams; Review and analyze capital and operations activities, review financial statements, assist with internal audits, write and manage capital and operations budgets, gap analysis and financial forecasting; financial, operations, and sales presentations to C level executives, oversee and review A/R, A/P, and credit accounts. Accomplishments:  Increased revenues 25%  Co-wrote a new Sarbanes Oxley audit program adopted nationally Multi unit management; build the branch teams; Review and analyze capital and operations activities, review financial statements, assist with internal audits, write and manage capital and operations budgets, gap analysis and financial forecasting; financial, operations, and sales presentations to C level executives, oversee and review A/R, A/P, and credit accounts. Accomplishments:  Increased revenues 25%  Co-wrote a new Sarbanes Oxley audit program adopted nationally



ABC Supply Co. Inc.

• United States
• Wholesale Building Materials
• 700 & Above Employee

• Branch Manager

  • Oct 2002 - Apr 2006

  P&L accountability, manage capital and operations budget, establish pricing, approve and manage credit lines, GL, A/R, A/P, approve and reconcile month end and year end close, financial forecasting and gap analysis; produced financial reports including pro forma statements, economic models, and financial forecasts for three new locations prior to opening., settle claims, manage JIT inventories. Hire, train, and manage all HR functions for a team of 14 employees. Accomplishments:  Increased sales from 5 million to 9 million dollars.  Increased net profits from 130k at 3.2% to 500k at 6.3%.  Increased gross margin from 26% to 30%. Show less



Starbucks Coffee CO

• Manager

  • May 2001 - Aug 2002

  P&L accountability, hire, train and manage a team of 15 associates, manage inventories, manage retail sales and customer service. Worked here while attending school for my MBA. Accomplishments: Achieved a 99% customer service satisfaction rating. Established strategic partnership with Barnes and Noble to increase sales through a children's book hour. P&L accountability, hire, train and manage a team of 15 associates, manage inventories, manage retail sales and customer service. Worked here while attending school for my MBA. Accomplishments: Achieved a 99% customer service satisfaction rating. Established strategic partnership with Barnes and Noble to increase sales through a children's book hour.



Schneider National Carriers

• Independant Contractor Advisor

  • Aug 1998 - Jun 2001

  Provide operational and financial direction for over 70 small business owners under contract with the company. Negotiate contracts; mentor, train, and coach associates and contractors; represent the company at contractor counsel meetings, ensure contractor compliance with government regulations. Accomplishments: Highest productivity rate in the region Best safety record in the region Best retention levels of independent contractors in the region. Provide operational and financial direction for over 70 small business owners under contract with the company. Negotiate contracts; mentor, train, and coach associates and contractors; represent the company at contractor counsel meetings, ensure contractor compliance with government regulations. Accomplishments: Highest productivity rate in the region Best safety record in the region Best retention levels of independent contractors in the region.



U.S

• Army Officer

  • Jul 1994 - Jul 1998

  Responsible for the professional development, formal evaluations, training, welfare, and logistical support of fifteen front line managers and 120 personnel. Accountable for over $12,500,000.00 in equipment and vehicles. Accomplishments: Rewrote logistics and combat SOP for the unit. Recognized as the most knowledgeable Field Artillery officer in the unit and promoted ahead of my peers to Platoon Leader. Developed doctrine on use, and co-engineered the Bradley FISTV vehicle prototype. Won best gun and best platoon competition Show less