Experience

Northwest Public Power Association

• United States
• Utilities
• 1 - 100 Employee

• CFO & Administrative Services Director

  • Jun 2017 - Present

  Provide overall supervision and guidance for the accounting and finance functions of the Association to ensure the Association has the financial resources to meet the needs of its membership. Manage and efficiently coordinate general administrative services and supervision of administrative staff for event management, registration and front office. Maintain information systems, facilities, supplies and other resources to support the Association’s management, education and workforce development, government affairs, and communications areas to support the needs of NWPPA’s staff and its members.



United Finance Co

• United States
• Financial Services
• 1 - 100 Employee

• CHIEF COMPLIANCE OFFICER (6/14 – 6/17) VICE PRESIDENT (10/08 – 6/17) CONTROLLER (11/06 –6/17)

  • Nov 2006 - Jun 2017

  • Lead all corporate finance and information technology duties and functions. • Prepare financial statements and reporting, coordinating and improving the budget and forecasting process. • Create, implement, and monitor internal controls. • Oversee and administer all cash management and review of all bank lines of credit. • Perform the security filing with the State of Oregon and spearhead external audit and tax engagements. • Manage all IT systems, as well as multi-state payroll, payroll tax filings, and retirement plan administration. • Facilitate all state licensing and regulatory filings. KEY ACCOMPLISHMENTS • Established a multi-faceted system to produce operational, statistical, and financial reports, improving the timeliness and effectiveness of reporting. • Implemented updated internal and operational audit plans and updated internal controls for compliance with new CFPB guidelines as chair of the compliance committee. • Created, implemented, and successfully tested previously nonexistent disaster recovery site. • Designed operational reporting and reporting tools used to make key decisions. • Led various process improvements, including a SQL reporting project reducing time required for monthly reporting by over 15 hours. • Used macros to capture and store data from web reports allowing automated historical reporting of operational statistics and generation of daily, monthly, and annual reports. • Trusted member of the advisory board for third-party loan processing and accounting system. • Developed and maintained complex S-Corp stock basis tracking for all shareholders.



PacifiCorp

• United States
• Utilities
• 700 & Above Employee

• ACCOUNTANT, GENERAL: LEAD/SENIOR

  • Apr 2002 - Nov 2006

  • Provided accounting support to Payroll, Central Cash Offices, Human Resources KEY ACCOMPLISHMENTS • Improved exception processing in Central Cash creating tracking and reporting on performance standards. • Identified and resolved a credit transfer issue resulting in the recovery of over $500k of unbilled charges. • Developed extensive reporting combining data from multiple systems. • Led various process improvements, including the creation of macros to process over 200k in capital expenditure accrual line items, reducing the time needed from 3 days to less than 30 minutes. • Collaborated with Director and Supervisor to develop and implement process, control, and reporting improvements including the successful implementation of Accounts Receivable Conversion (ARC).



University of Utah School of Medicine

• United States
• Higher Education
• 700 & Above Employee

• Accountant, Department of Anesthesiology

  • 1999 - 2002

  Career Note: Also worked as an Accountant for the University of Utah Department of Anesthesiology and as a Customer Support and Technical Support professional for S.P.S. Payment Systems. Career Note: Also worked as an Accountant for the University of Utah Department of Anesthesiology and as a Customer Support and Technical Support professional for S.P.S. Payment Systems.