COO/CFO

• Jul 2023 - Present

CFO

• Dec 2022 - Jul 2023

Controller

• Oct 2021 - Nov 2022

Controller

• Oct 2015 - Sep 2021

Manage accounting department with seven staff members; prepare P&L budget and mid-year forecasts; primary contact with CPA firm for 401k audit and partnership tax return preparation; annual 3-prong recalculation of partnership shares for 31 partners; annual profit share calculation for partners; quarterly accrual to cash calculation of estimated taxable income for partners; monthly review and analysis of financial statements; cash forecasting and monthly distribution calculation. Manage accounting department with seven staff members; prepare P&L budget and mid-year forecasts; primary contact with CPA firm for 401k audit and partnership tax return preparation; annual 3-prong recalculation of partnership shares for 31 partners; annual profit share calculation for partners; quarterly accrual to cash calculation of estimated taxable income for partners; monthly review and analysis of financial statements; cash forecasting and monthly distribution calculation.

Director - ABS

• Jun 2015 - Oct 2015

Hired to manage process of possible spin-off of member bookkeeping function to stand-alone status and enhance skill-sets of bookkeepers. Taught lunch and learn accounting classes for the department. Analyzed expenses and revenue of the department and brainstormed ways to help the department achieve stand-alone level net revenue. Interviewed all internal customers for feedback as to current challenges and needs with regard to the department. Ultimately it was determined the department would not… Show more Hired to manage process of possible spin-off of member bookkeeping function to stand-alone status and enhance skill-sets of bookkeepers. Taught lunch and learn accounting classes for the department. Analyzed expenses and revenue of the department and brainstormed ways to help the department achieve stand-alone level net revenue. Interviewed all internal customers for feedback as to current challenges and needs with regard to the department. Ultimately it was determined the department would not spin off. Show less Hired to manage process of possible spin-off of member bookkeeping function to stand-alone status and enhance skill-sets of bookkeepers. Taught lunch and learn accounting classes for the department. Analyzed expenses and revenue of the department and brainstormed ways to help the department achieve stand-alone level net revenue. Interviewed all internal customers for feedback as to current challenges and needs with regard to the department. Ultimately it was determined the department would not… Show more Hired to manage process of possible spin-off of member bookkeeping function to stand-alone status and enhance skill-sets of bookkeepers. Taught lunch and learn accounting classes for the department. Analyzed expenses and revenue of the department and brainstormed ways to help the department achieve stand-alone level net revenue. Interviewed all internal customers for feedback as to current challenges and needs with regard to the department. Ultimately it was determined the department would not spin off. Show less

CFO

• Jun 2012 - May 2015

Manage accounting and HR functions; review financial statements; prepare annual budget, including balance sheet and metrics budgets; manage lease renewal and tenant improvement processes for 20 offices; assist CEO with quarterly reports for parent company; assist CEO with annual plan for submission to parent company. Manage accounting and HR functions; review financial statements; prepare annual budget, including balance sheet and metrics budgets; manage lease renewal and tenant improvement processes for 20 offices; assist CEO with quarterly reports for parent company; assist CEO with annual plan for submission to parent company.

Vice President Finance and Administration

• Dec 2005 - Jun 2012

Manage accounting department; review and distribute financial statements for monthly budget meeting for 17 properties (retirement, assisted living and apartments); prepare annual budget for all properties; provide all HR and benefits administration for 280 employees in 4 states including the transfer of retirement plans from SEP-IRA to 401k, annual medical and dental insurance negotiations and disciplinary meetings and actions as needed across the company. Manage accounting department; review and distribute financial statements for monthly budget meeting for 17 properties (retirement, assisted living and apartments); prepare annual budget for all properties; provide all HR and benefits administration for 280 employees in 4 states including the transfer of retirement plans from SEP-IRA to 401k, annual medical and dental insurance negotiations and disciplinary meetings and actions as needed across the company.

Operations Manager

• Aug 2003 - Dec 2005

Manage accounting and HR functions for Portland office. Manage office operations for brokerage and appraisal; hire and supervise all admin assistants for brokers; prepare annual budget; review AP for submission to NY office; review financial statements. Manage accounting and HR functions for Portland office. Manage office operations for brokerage and appraisal; hire and supervise all admin assistants for brokers; prepare annual budget; review AP for submission to NY office; review financial statements.

Syndication Accountant

• Sep 2002 - Aug 2003

Consultant

• Jan 2001 - Apr 2002

Accounting and IT assignments with Nike and Pacificorp Accounting and IT assignments with Nike and Pacificorp

Consulting Services Manager

• Apr 1998 - Dec 2000

Staff Accountant

• Jan 1996 - Jan 1998

Assistant to Controller

• Jun 1994 - Dec 1995