Chief Financial Officer / Chief Operating Officer (former)

• Jan 2004 - Present

Executive team member for this profitable $175M dairy products distribution business, holding both CFO and COO responsibilities over the course of 18 years of accelerated growth; currently lead the company’s Finance/Accounting functions in two states, WA and OR, in addition to providing key support to the IT, HR, Operations, and departments. • Instrumental in scaling the company’s business model, infrastructure, processes, and workforce to support growth from $20 million to $175 million in annual revenues—as well as related headcount growth of 40 to 300 FTEs • Partner with CEO and leadership team peers to set corporate vision/strategy—including shifting the company’s business model to the use of in-house delivery teams to reduce cost, improve quality, and increase brand consistency • Recruit, mentor, develop, and manage cross-functional teams of up to 70 employees, building a highly engaged and employee-centric work culture that has led to virtually zero employee attrition across all assigned departments • Advise on key corporate investment and strategy decisions, including recommending and executing a divestiture of the company’s original dairy farm and analyzing/eliminating several unprofitable business units • Automated numerous manual processes and replaced them with modern software solutions, including building a comprehensive cost accounting system from the ground up • Key leader in acquisition of a $65M, 150-employee competitor (Alpenrose) in Portland, OR to support market expansion; conducted financial due diligence and led post-acquisition integration efforts • Allocate multi-million-dollar CapEx and OpEx budgets, in addition to establishing sound internal controls and stabilize net income to provide market competitive returns on assets and equity • Champion the use of data-driven thinking, supplying FP&A input to the executive team and leading the creation of dashboards, scorecards, data models, and other tools Show less

Assistant Controller

• Jan 2003 - Dec 2003

Acquired extensive accounting management skills during tenure with this apparel manufacturer, handling a range of responsibilities that include managing cash flow projections and line of credit usage, processing international banking payments, and developing an internal audit program using balance sheet reconciliations Acquired extensive accounting management skills during tenure with this apparel manufacturer, handling a range of responsibilities that include managing cash flow projections and line of credit usage, processing international banking payments, and developing an internal audit program using balance sheet reconciliations

Assistant Director of Retirement System

• Apr 2002 - Dec 2002

Collaborated with actuaries, investment consultants, and trustees to maximize returns for this major municipal retirement fund—in addition to preparing required schedules for the Comprehensive Annual Financial Report. Collaborated with actuaries, investment consultants, and trustees to maximize returns for this major municipal retirement fund—in addition to preparing required schedules for the Comprehensive Annual Financial Report.

Assistant Controller

• Apr 1996 - Mar 2002

Performed monthly reconciliations of all balance sheet accounts for accuracy, in addition to preparing B&O and Sales tax reports and compiling data related to inventory management, sales analysis, and other key business areas. Performed monthly reconciliations of all balance sheet accounts for accuracy, in addition to preparing B&O and Sales tax reports and compiling data related to inventory management, sales analysis, and other key business areas.

Staff Accountant

• Nov 1994 - Mar 1996