Experience

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  Independent Contractor - Accounting

  • Management And Accounting Consultant

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  Independent Contractor - Accounting

  • Seattle, WA

  • Management and Accounting Consultant

    • Apr 1994 - Present
    • Seattle, WA

    o ERA Living - Retirement Community Group Built Pro Forma excel model for $33M real estate refinance including projections of various partner preferences. Revised model through various scenarios to completion of decision making process. Analyzed fixed assets across eight communities for new IRS Tangible Property Regulations including interface with operations personnel, accounting staff and tax professionals.o High Net-Worth Individual Accounted for all cash accounts and investments (Quickbooks) including 1031 property exchanges. Interfaced with CFO and Controller of related business enterpriseso New Path Networks - Telecommunications – Distributed Antenna Systems Created and implemented QuickBooks chart of accounts structure across multiple entities for mid-stage start-up.o MHz, LLC - Market Entry Consulting Firmo Multi-Generation Family Office Developed and provided quarterly packages to Investment Manager for incorporation in quarterly family financial statements.o AC/R Services, LLC - Constructiono Voyager Capital - Venture Capital Acted as Interim Controller for five funds and management company. Managed cash flow, banking relationships, portfolio investment funding, general ledger activity, financial reporting, accounts payable, ADP payroll. Prepared quarterly financial reporting including recording & valuation of portfolio investments, internal rate of return and tracking of partners’ capital accounts. Prepared monthly and quarterly reconciliationso Wright, Runstad & Co - Commercial Property Management Worked on acquisitions and sales including set up of new companies and final disposition of old partnerships. Analyzed construction job costs and placed assets in service for development and tenant projectso Evergreen Pharmaceutical, Inc - Health Care Provided accounting services to cover temporary vacancies including monthly close, financial statements, budgeting, account analysis and reconciliations.

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  UW Medicine / Neighborhood Clinics

  • Financial Analyst

    • Nov 2010 - Jul 2015

     Half-time position supporting the UW Neighborhood Clinics. Using MS Dynamics and FRX Reporting, streamlined monthly close and prepared monthly financial statements for the UW Neighborhood Clinics.  Built various Excel models for Budgeting, MOU Reporting and new business Pro Forma projections. Performed Long Range Financial Planning using Kaufman Hall software. Analyzed patient and reimbursement data for ad hoc projects utilizing SAP Business Objects. Gathered and submitted survey data for MGMA and ECG annual surveys. Prepared year-end schedules and financial statements for external GASB Audit.

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  Wright Runstad & Company

  • Seattle, WA

  • Property Accountant

    • Apr 1992 - Mar 1994
    • Seattle, WA

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  Hawaiian Cement

  • Honolulu, HI

  • Credit Manager

    • Aug 1989 - Aug 1991
    • Honolulu, HI

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  The Contemporary Museum

  • Honolulu, HI

  • Business Manager

    • Jul 1986 - Jun 1989
    • Honolulu, HI

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  Independent Accounting Consultant

  • Honolulu, HI

  • Accounting Consultant

    • May 1981 - Dec 1987
    • Honolulu, HI

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  Deloitte

  • Honolulu, HI

  • Audit Staff Accountant

    • Sep 1980 - Mar 1981
    • Honolulu, HI

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  Arthur Andersen & Co,

  • Oklahoma City, OK

  • Audit Staff Accountant

    • Jun 1976 - Jun 1979
    • Oklahoma City, OK