Controller

• May 2019 - Present

Director of Finance

• Mar 2016 - Apr 2019

HealthPoint strengthens communities and improves people’s health by delivering quality health care services, breaking down barriers and providing access to all. HealthPoint strengthens communities and improves people’s health by delivering quality health care services, breaking down barriers and providing access to all.

Controller

• Apr 2014 - Feb 2016

The Bush School, a K-12 independent, coeducational day school in Seattle, Washington. Located in Seattle's Madison Valley neighborhood, The Bush School is Seattle's oldest K-12 independent, coeducational day school. The Bush School, a K-12 independent, coeducational day school in Seattle, Washington. Located in Seattle's Madison Valley neighborhood, The Bush School is Seattle's oldest K-12 independent, coeducational day school.

Manager of Accounting

• 2009 - 2014

•Prepare actual and forecast reporting packages for executive management and board of directors meetings. •Team lead for annual audit of financials by external auditing firm; significantly improved the audit process. •Improved the time to produce external financial statements by decreasing monthly closing time overall by 50%. •Seven direct reports with responsibility for treasury, accounts payable, receivables, inventory, fixed assets, payroll, quarterly and year-end payroll tax… Show more •Prepare actual and forecast reporting packages for executive management and board of directors meetings. •Team lead for annual audit of financials by external auditing firm; significantly improved the audit process. •Improved the time to produce external financial statements by decreasing monthly closing time overall by 50%. •Seven direct reports with responsibility for treasury, accounts payable, receivables, inventory, fixed assets, payroll, quarterly and year-end payroll tax compliance for federal and multistate tax reporting. Show less •Prepare actual and forecast reporting packages for executive management and board of directors meetings. •Team lead for annual audit of financials by external auditing firm; significantly improved the audit process. •Improved the time to produce external financial statements by decreasing monthly closing time overall by 50%. •Seven direct reports with responsibility for treasury, accounts payable, receivables, inventory, fixed assets, payroll, quarterly and year-end payroll tax… Show more •Prepare actual and forecast reporting packages for executive management and board of directors meetings. •Team lead for annual audit of financials by external auditing firm; significantly improved the audit process. •Improved the time to produce external financial statements by decreasing monthly closing time overall by 50%. •Seven direct reports with responsibility for treasury, accounts payable, receivables, inventory, fixed assets, payroll, quarterly and year-end payroll tax compliance for federal and multistate tax reporting. Show less

Staff Accountant

• 2007 - 2009

•Responsible for overall financial direction and reporting for a multiple store retail chain. •Improved and standardized accounting procedures to streamline accounting processes according to GAAP. •Managed corporate health plan, employee benefits, and 401K Plan. •Responsible for overall financial direction and reporting for a multiple store retail chain. •Improved and standardized accounting procedures to streamline accounting processes according to GAAP. •Managed corporate health plan, employee benefits, and 401K Plan.

Owner

• 1997 - 2000

• Improve tax standing through auditing and correction of past due tax forms and serve as liaison with the IRS to resolve past tax issues. •Prepare quarterly/annual payroll taxes, W2’s, 1099’s, personal property returns, and sales tax returns. •Develop a budget and cash flow analysis. •Provide recommendations for cost saving, and advice on accounting issues as needed. •Cultivate the habit of listening during a conversation; to more clearly understand a client’s requirements. • Improve tax standing through auditing and correction of past due tax forms and serve as liaison with the IRS to resolve past tax issues. •Prepare quarterly/annual payroll taxes, W2’s, 1099’s, personal property returns, and sales tax returns. •Develop a budget and cash flow analysis. •Provide recommendations for cost saving, and advice on accounting issues as needed. •Cultivate the habit of listening during a conversation; to more clearly understand a client’s requirements.

Assitant Controller, Corning Inc, Pressware Plant

• 1991 - 1994

•Improve period end accounting closings, as its leader, and through participation in IMPACT process study. •Played a major role in the budgeting process working with all plant managers. •Improve asset capitalization procedures and project tracking report. •Manage three accounting staff. Streamline workload by re-evaluating procedures. •Oversee all plant accounting procedures including accounts payable/receivable, production and inventory reporting, fixed assets, and union shop… Show more •Improve period end accounting closings, as its leader, and through participation in IMPACT process study. •Played a major role in the budgeting process working with all plant managers. •Improve asset capitalization procedures and project tracking report. •Manage three accounting staff. Streamline workload by re-evaluating procedures. •Oversee all plant accounting procedures including accounts payable/receivable, production and inventory reporting, fixed assets, and union shop payroll. Show less •Improve period end accounting closings, as its leader, and through participation in IMPACT process study. •Played a major role in the budgeting process working with all plant managers. •Improve asset capitalization procedures and project tracking report. •Manage three accounting staff. Streamline workload by re-evaluating procedures. •Oversee all plant accounting procedures including accounts payable/receivable, production and inventory reporting, fixed assets, and union shop… Show more •Improve period end accounting closings, as its leader, and through participation in IMPACT process study. •Played a major role in the budgeting process working with all plant managers. •Improve asset capitalization procedures and project tracking report. •Manage three accounting staff. Streamline workload by re-evaluating procedures. •Oversee all plant accounting procedures including accounts payable/receivable, production and inventory reporting, fixed assets, and union shop payroll. Show less