Experience

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  Escalon Services, Inc.

  • Financial Planning and Analysis Manager

    • Mar 2023 - Present

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  Board of Directors, Viewcrest HOA

  • Treasurer

    • Oct 2011 - Present

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  Coding Dojo

  • Seattle, Washington, United States

  • Director of Financial Planning and Analysis

    • May 2022 - Mar 2023
    • Seattle, Washington, United States

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  McKinstry

  • United States

  • Finance Manager

    • Jul 2021 - May 2022
    • United States

    • Advise internal clients in the development and implementation of business strategy goals and profit and loss targets• Prepare and support the corporate strategic planning process including business planning, investment business cases and the annual forecasting and budget processes• Analyzes, evaluates, and maintains an understanding of the client’s business model/processes to ensure efficiency across financial functions and profitability• Prepare various financial reports to help drive financial strategies and business unit performance as well as improve forecasting model to incorporate an additional layer of complexity, found and corrected errors• Create department level performance reviews in an Excel dashboard file• Led a team of 6 to improve processes for facilities expense forecasting and allocations that resulted in improved inputs and controls ensuring zero errors• Developed the organization’s financial policies, conduct special studies, and cooperate with various departments in the preparation of statistical studies• Worked with Business Managers to lead an effort to improve project value/business case assessment which resulted in understanding the metrics needed to evaluate projects and selection criteria

• 

  magniX

  • Redmond, Washington

  • Senior Financial Analyst, FP&A

    • Mar 2019 - Mar 2021
    • Redmond, Washington

    • Developed budgets, monthly forecasts, and long-range business plans across 9 departments and 2 countries, managing 2 accountants who performed accounts receivable, accounts payable and monthly closes• Created monthly and quarterly reporting for review with parent venture capital investor of financials and KPIs• Assisted CEO in understanding the chart of accounts and accounting setup and was key in identifying and implementing SAP B1 ERP software• Managed external accounting partners for month-end close process• Responsible for reviewing all purchase orders for value and accounting coding and managed purchase order process ensuring accurate coding, budget approval, and organizational alignment• Used SQL to develop queries in SAP BusinessOne for ad hoc reporting• Assisted department heads with their analysis development and downstream usability• Developed several pricing business cases for product offerings and conducted valuation assessment and presented findings to the CEO who proposed this to the customers

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  Pacific Market International

  • Seattle, WA

  • Business Manager/Senior Financial Analyst, FP&A

    • Sep 2016 - Feb 2019
    • Seattle, WA

    • Developed annual budgets and quarterly forecasts with periodic reports and reviews• Developed extensive plans to project-manage the reduction of excess discontinued items, maintained schedules, monitored status, coordinated sales efforts, mitigated risk of late shipments, and provided weekly status and counsel to the CEO• Worked with TJ Maxx and other retailers to have discontinued items sold, leading to cost savings upwards of $250K• Managed deliverables with sales managers within sales operations, senior leadership including the CFO and Controller within accounting and finance teams as well as the supply chain planners and logistical analysts within the logistics department to ensure optimization between costs and customer satisfaction• Set pricing for products in 10 active product lines based on various economic objectives• Responsible for the monthly review of discontinued inventory for pricing and offer sheet updates, and impairment analysis2 Zeeman• Reviewed program and promotional business cases for approval based on profitability and resource constraints• Negotiated closeout pricing with discount retailers and liquidators• Improved corporate forecasting of capital expenditures and depreciation forecasting

• 

  Intellectual Ventures

  • Bellevue, Washington

  • Senior Financial Analyst, FP&A

    • Sep 2015 - Aug 2016
    • Bellevue, Washington

    • Collaborated with business partners to prepare and review multi-year business plan projections and prepared quarterly reporting for founders, executives, and legal department managers• Used financial data and analysis to advise executives and business partners on operational and strategic decisions• Managed monthly and quarterly assumptions used for expense allocations and planning• Reviewed monthly accounting general ledger to ensure accuracy of allocations

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  Boeing

  • Enterprise Auditor

    • Mar 2014 - Sep 2015

    • Audit processes to ensure risk mitigation through design and controls• Coordinated project requirements with clients to meet objectives• Ensured audit findings were corrected by monitoring corrective actions and collaborating with senior leadership

  • Business & Planning/Financial Analyst, FP&A

    • Jan 2007 - Mar 2014

    • Developed forecasts and long range business plans; 7373 airplane Program and Commercial Aviation Services• Analyzed changes in assumptions to updated forecasts in support of strategic initiatives • Consulted senior management on financial analysis• Assisted program managers in the development of assumptions for forecasts and long range business plans• Improved process and reduce labor and cycle time while improving accuracy and timeliness of information• led integration for two Commercial Aviation Services business units and was responsible for managing and presenting information to support strategic planning and operations

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  Prudential California Realty

  • Sales Associate

    • Jan 2000 - Sep 2002

    I successfully delivered results to my clients by understanding and determining clients' needs through attentive conversation and focus on preferences as I lead them through the purchasing and selling process. The role consisted largely of Project Management for clients, coordinating meeting, inspections, and preparing and explaining documentation; Marketing to sell inventories and gain clientele; Financial Advisory for my clients to maximize sales price and profitability; Entrepreneurial Business Administration to ensure I was a profitable agent and could support my clients transactions; and, Industry Analysis achieved through researching market trends and understanding demand to maintain the highest possible quality of advice provided to customers as well as supporting negotiations of price, timing, and service fees.

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  United States Marine Corps

  • Squad Leader

    • Dec 1995 - Dec 1999