Experience

A&R Solar

• United States
• Solar Electric Power Generation
• 1 - 100 Employee

• Chief Financial Officer

  • Oct 2023 - Present

  Seattle, Washington, United States



Ascendant Business Solutions

• United States
• Business Consulting and Services

• Founder | Finance and Business Consultant

  • Apr 2021 - Present

  Greater Seattle Area After 20 years in various industries, I have found value in leveraging expertise gained at notable companies such as Boeing, Amazon, and the US Army. Many smaller companies struggle as they do not have exposure to proven best practices and functional expertise that does not require a full-time employee. Now, I share my passion by helping other businesses. Our ramp-up process is designed to empower your team and outfit them with the tools they need to succeed. Talk to me today about how I can… Show more After 20 years in various industries, I have found value in leveraging expertise gained at notable companies such as Boeing, Amazon, and the US Army. Many smaller companies struggle as they do not have exposure to proven best practices and functional expertise that does not require a full-time employee. Now, I share my passion by helping other businesses. Our ramp-up process is designed to empower your team and outfit them with the tools they need to succeed. Talk to me today about how I can support your growth, limit your turnover, and put you on a solid track to success and profit. Show less



Facing Homelessness

• United States
• Civic and Social Organizations
• 1 - 100 Employee

• Board Member and Treasurer

  • Dec 2021 - Present

  Seattle, Washington, United States We believe people should be valued, seen and accepted for who they are, and not judged by their circumstances. MISSION: To inspire deliberate relationship building and community engagement as a pathway to ending homelessness VISION: We envision a world where homelessness no longer exists PURPOSE: Inspire connection and belonging with love and empathy. VALUES: Love, Compassion & Empathy



BPI Medical

• United States
• Medical Equipment Manufacturing
• 1 - 100 Employee

• Chief Financial Officer

  • Jun 2022 - Jun 2023

  Tacoma, Washington, United States BPI Medical is a surgical instrument and endoscope repair company. We manufacture, modify, repair, and maintain surgical instruments for surgery centers and hospitals throughout the United States and the world. BPI Medical was founded as Ben’s Precision Instruments in 1976 by Ben Overmars Sr., who learned to repair manual surgical instruments as a youth in his native Holland. After immigrating to the USA, Mr. Overmars opened his own surgical sharpening and repair business. In the early 90’s… Show more BPI Medical is a surgical instrument and endoscope repair company. We manufacture, modify, repair, and maintain surgical instruments for surgery centers and hospitals throughout the United States and the world. BPI Medical was founded as Ben’s Precision Instruments in 1976 by Ben Overmars Sr., who learned to repair manual surgical instruments as a youth in his native Holland. After immigrating to the USA, Mr. Overmars opened his own surgical sharpening and repair business. In the early 90’s, BPI Medical expanded its repair services to include pneumatic and electric hand pieces, as well as the repair and service of flexible & rigid endoscopes. Since then, we have become synonymous with expertise in the field of endoscopy repair. Our headquarters / repair facility is located in Fife, Washington (the northern border of Tacoma!). With 37,000 square feet of workspace, BPI continues to expand to meet its customers growing needs. BPI Medical's Instrument Manufacturing and Modification division excels by consistently providing quick turn times, top quality repairs, and world class customer service. We strongly adhere to promised dates and timetables. Our ISO 13485-certified manufacturing quality control systems are continuously audited and improved upon for maximum reliability. We build and maintain relationships with our clients through clear and constant communication. These focuses have led some of the largest spinal and orthopedic manufacturers in the world to rely on BPI Medical for their needs. Show less



Mauer Delivery

• United States
• Transportation/Trucking/Railroad
• 1 - 100 Employee

• Founder

  • Jun 2020 - Apr 2021

  Puyallup, Washington, United States Last-mile delivery company servicing Fortune 500 companies within King, Pierce, Thurston, and Kitsap counties.



PetroCard, Inc.

• United States
• Oil and Gas
• 1 - 100 Employee

• Chief Financial Officer (CFO)

  • Oct 2019 - Jun 2020

  Kent, WA National Commercial Fuel Provider and Fuel Access Card issuer with nearly 100 commercial fuel locations, Mobile Fleet Fueling, Fuel Tanker, and Lubricant Operations. Member company of Bristol Bay Native Corporation. Led the finance, accounting, and technology organizations. Responsible for Treasury, Cash Flow, Financial Performance, Budgeting, and IT functions. Served as corporate Secretary. ● Increased annual Net Income results by 20% improving from $10M to $12M ● Identified… Show more National Commercial Fuel Provider and Fuel Access Card issuer with nearly 100 commercial fuel locations, Mobile Fleet Fueling, Fuel Tanker, and Lubricant Operations. Member company of Bristol Bay Native Corporation. Led the finance, accounting, and technology organizations. Responsible for Treasury, Cash Flow, Financial Performance, Budgeting, and IT functions. Served as corporate Secretary. ● Increased annual Net Income results by 20% improving from $10M to $12M ● Identified $300k in unrecognized revenue as part of process improvement exercise ● Implemented multiple process improvements and technology solutions to eliminate paper use, reduce headcount, and reduce overtime requirements by the team

• Vice President Finance (VP)

  • May 2019 - Oct 2019

  Greater Seattle Area



Scan Global Logistics

• Denmark
• Truck Transportation
• 700 & Above Employee

• Chief Financial Officer (CFO)

  • Oct 2018 - May 2019

  Greater Seattle Area Head of North American Finance for Private Equity owned Global freight forwarder. Network of twelve company-controlled stations in US and Canada. Responsible for all Finance activities to include AR, AP, Treasury, FP&A, and HR. Managed major upgrades of Microsoft Dynamics GP and HRIS system. Negotiated increases to bank ABL facility and decreased expenses for 401k record-keeper fees.



Sound Family Medicine

• United States
• Medical Practices
• 1 - 100 Employee

• Chief Financial Officer (CFO)

  • Mar 2016 - Oct 2018

  Puyallup, WA CFO for Pierce County's largest physician-owned primary-care practice. Sound Family Medicine operates four separate clinics offering continuity and same day care with 35 physicians and non- physician providers. Have direct management responsibilities for Accounting, Purchasing, Facilities, and Revenue Collection teams.



Interstate Distributor

• United States
• Truck Transportation
• 200 - 300 Employee

• Operations Director- Owner Operators/ Contract Carriers

  • Jun 2014 - Jan 2016

  Tacoma, Washington P&L responsibility for Truckload operating unit delivering goods and services nationwide. Manage unit of 105 Owner Operated Tractors and 120 Contract Carriers with annualized revenue of $35MM. Selected to lead emerging business unit in order to drive growth and accretive earnings. • Improved revenue by 127% YoY and 77% YoY in concurrent years • Improved tractor average tractor revenue from $12.0k to $14.3k / month, an improvement of 20%.

• Finance Director- Corporate Finance Planning and Analysis (FP&A)

  • May 2013 - Oct 2014

  Tacoma, WA Responsible for Corporate Budgeting, Financial Partnerships, Analysis and Metrics Business Rules and Reporting. Developed team of three analysts to support all business units and central functions. • Improved variable contribution margin from $0.43 to $0.56 per mile, improvement of 40% [$21.5MM] YoY. • Improved EBIT by $19MM YoY in 2013. • Restructured department and hired three new Analysts to meet increasing requirements • Developed finance reporting cadence and processes to… Show more Responsible for Corporate Budgeting, Financial Partnerships, Analysis and Metrics Business Rules and Reporting. Developed team of three analysts to support all business units and central functions. • Improved variable contribution margin from $0.43 to $0.56 per mile, improvement of 40% [$21.5MM] YoY. • Improved EBIT by $19MM YoY in 2013. • Restructured department and hired three new Analysts to meet increasing requirements • Developed finance reporting cadence and processes to include Executive review sessions and cross -functional operating unit business reviews.



Amazon

• United States
• Software Development
• 700 & Above Employee

• Finance Controller

  • Sep 2012 - May 2013

  Sumner, Washington CONTROLLER, NORTH AMERICAN FULFILLMENT EXPERIMENT CENTER Responsible for Finance, Reporting and Accounting functions for the North American Fulfillment Experiment Center. Provide finance leadership over 450,000 ft2 center employing between 200-400 employees housing 85k SKUs and 120k units with an operating budget of over $20MM and CAPEX of $10MM. • Led LEAN improvement test process and realized over 20% reduction in variable cost baseline. • Finance integration leader for $750MM Kiva… Show more CONTROLLER, NORTH AMERICAN FULFILLMENT EXPERIMENT CENTER Responsible for Finance, Reporting and Accounting functions for the North American Fulfillment Experiment Center. Provide finance leadership over 450,000 ft2 center employing between 200-400 employees housing 85k SKUs and 120k units with an operating budget of over $20MM and CAPEX of $10MM. • Led LEAN improvement test process and realized over 20% reduction in variable cost baseline. • Finance integration leader for $750MM Kiva Systems robotics integration. Launched experimental site 12 months ahead of acquisition schedule and drove improvements critical to realizing $1.7BN NPV improvement.

• Leader, Operations Support Strategy and Outsourcing

  • Jan 2011 - Sep 2012

  Greater Seattle Area Fully responsible for creating and executing global support strategy for 9 global portals operating 12 contact centers and supporting 29 distinct business lines representing over 5.5M annual customer contacts with over 1,000 Associates. Business-critical initiatives include directing, budgeting, and managing capital improvement projects, facility expenses, new country launches, and third-party vendor contracting and performance. Corporate Director for Slovakia operation.

• Finance Leader - Global Seller Service Centers

  • Aug 2008 - Feb 2011

  Greater Seattle Area Promoted with full responsibility to drive global financial management, metrics reporting, analysis and seller contact forecasting for the Seller Support team. Key Member of Business Management Team as finance leader. Managed global budget of over $34M as part of a network of 9 support centers and over 500 Associates supporting 2M sellers and 2.2M annual seller contacts. Continuously developed and directed key metrics reporting and business analysis evolution: • Within 24… Show more Promoted with full responsibility to drive global financial management, metrics reporting, analysis and seller contact forecasting for the Seller Support team. Key Member of Business Management Team as finance leader. Managed global budget of over $34M as part of a network of 9 support centers and over 500 Associates supporting 2M sellers and 2.2M annual seller contacts. Continuously developed and directed key metrics reporting and business analysis evolution: • Within 24 months, outperformed budgeted plans and reduced operating expenses as percent of revenue by over 15%. • Successfully supported explosive customer inquiry growth of 148% through strategic investments in scalable systems and processes. • Deployed automation and database systems improving metrics reporting system. Reduced work-hours required to generate weekly reports by over 500%. • Built robust forecasting models improving annual accuracy by 10%.

• Senior Financial Analyst

  • Jun 2007 - Aug 2008

  Performed budget planning, forecasting and reporting for North American Inbound, Imports and Intra-Warehouse transfers with $110M annual spend and $8M in revenue and Canada Inbound and Outbound Transportation budgeting, forecasting and reporting with over $100M in spend and $30M in revenue. Business-critical initiatives included key financial and operational metrics to measure spend and operational effectiveness of programs. • Key Member of program initiative to create over $64M in… Show more Performed budget planning, forecasting and reporting for North American Inbound, Imports and Intra-Warehouse transfers with $110M annual spend and $8M in revenue and Canada Inbound and Outbound Transportation budgeting, forecasting and reporting with over $100M in spend and $30M in revenue. Business-critical initiatives included key financial and operational metrics to measure spend and operational effectiveness of programs. • Key Member of program initiative to create over $64M in annual cash flow through inventory reductions and decreased vendor lead times. Increased annual program spend from $10M to $40M. • Led EDI 210 invoicing implementation to successfully manage $80M in annual invoices • Implemented import program forecasting and budgeting process supporting an increase in spend of over 200% and driving a 25% decrease in per container expenses.



Boeing

• United States
• Aviation & Aerospace
• 700 & Above Employee

• Manager, Complementary Program Operations (Future Combat Systems)

  • 2006 - Jun 2007

  Responsible for day to day operations of the Complementary Program Operations staff. Charts the course for the conduct and measurement of 170 Army programs available for integration into the FCS Program. Responsible for Personnel, Performance to Plan, Budget and team development. Track schedule, funding, technical integration and government furnished equipment deliveries for program integration activities. Key responsibilities included: track issue resolution and risk mitigation for… Show more Responsible for day to day operations of the Complementary Program Operations staff. Charts the course for the conduct and measurement of 170 Army programs available for integration into the FCS Program. Responsible for Personnel, Performance to Plan, Budget and team development. Track schedule, funding, technical integration and government furnished equipment deliveries for program integration activities. Key responsibilities included: track issue resolution and risk mitigation for critical programs, develop and monitor key metrics to measure performance to plan, initiate key lean principles to maximize operational effectiveness.

• Chief of Staff, Product Engineering

  • Jan 2005 - 2006

  Greater Seattle Area Tracked issue resolution and risk mitigation for critical programs. Created and monitored key metrics comparing performance-to-plan, and initiating LEAN principles to maximize operational effectiveness.



US Army

• United States
• Armed Forces
• 700 & Above Employee

• Satellite Program Manager

  • Apr 2004 - Jan 2005

  Fort Lewis, WA and Mosul, Iraq Central Technical Support Facility Managed the strategic implementation of satellite communications to Army customers. Coordinate stakeholder requirements between command structures and Program Management offices. Communicate with senior Army leadership to provide equipment capabilities and capture customer requirements. Additional duty of strategic planner. Developed long term support plan for National Guard technical assistance through 2010.



Tesoro Corporation

• United States
• Oil and Gas
• 700 & Above Employee

• Card and Loyalty Programs Manager

  • Oct 2000 - Apr 2004

  Auburn, Washington, United States Manage the process of all retail credit payment transactions for over 500 stores totaling over $550 million annually. Responsible for operations and marketing of Tesoro gift card and fleet business card programs. Managed the daily operations of the Tesoro prepaid cards, customer loyalty program, and business Fleet card programs with annual budget of over $2MM.



US Army

• United States
• Armed Forces
• 700 & Above Employee

• Truck Transportation Company Commander (General Manager)

  • Jun 1994 - Oct 2000

  As Captain, managed company of 122 employees with eight different occupational specialties. Provided truck transportation (LTL freight and petroleum products) for over 40 organizations comprised of 20,000 soliders throughout Washington. Directly supervised five senior managers responsible for Maintenance, Administration, Operations, Supply, and Transportation. Responsible for maintenance and operations of over 70 heavy-wheeled vehicles and associated secondary equipment valued in excess of… Show more As Captain, managed company of 122 employees with eight different occupational specialties. Provided truck transportation (LTL freight and petroleum products) for over 40 organizations comprised of 20,000 soliders throughout Washington. Directly supervised five senior managers responsible for Maintenance, Administration, Operations, Supply, and Transportation. Responsible for maintenance and operations of over 70 heavy-wheeled vehicles and associated secondary equipment valued in excess of $7 million. Co Author of article in Army Logistican Magazine - Forward Support Distibution in Bosnia. http://www.almc.army.mil/alog/issues/MayJun98/ms269.htm Show less