Founder

• Feb 2013 - Present

Assisting businesses in southern Oregon area with PT CFO Services: cash flow management, budgeting, internal control review & ongoing oversight, preparing and updating business plans, and product line analysis . Assisting businesses in southern Oregon area with PT CFO Services: cash flow management, budgeting, internal control review & ongoing oversight, preparing and updating business plans, and product line analysis .

Positions held: CFO, Controller & Director of Finance

• Jun 2004 - Feb 2013

Job Responsibilities:• Assess organizational performance against both the annual budget and the long & short term strategies using internally developed tools and systems to provide critical financial and operational information to the President & BOD making actionable recommendations on both strategy and operations. • Prepare consolidated financial reports and operating results and interpret/analyze the data provided to senior management and the Board of Directors. • Oversee long-term budgetary planning and costs management in alignment with strategic plan.• Oversee all accounts, ledgers, and reporting systems, ensuring compliance with appropriate Generally Accepted Accounting Principles, regulatory requirements, other funding requirements • Maintain internal control safeguards and coordinate all audit activity.• Manage cash flow and forecasting. Develop a reliable cash flow projection process and reporting mechanism to meet operating needs.• Oversee budgeting and the implementation of budgets to monitor progress and financial metrics.• Develop and monitor the annual operating and capital budgets for information and technology systems.• Worked in collaboration with Key Leadership Team members to evaluate existing technology, information systems, marketing programs, staffing, inventory management, research new solutions and technologies, as well as recommending changes.• Lead M&A financial due diligence & financial integration process• Key decision maker in the following areas: Health Insurance, General Insurance, Shipping (UPS), Outside CPA Firm, Banking & Financing.

Registered Rep

• 2013 - 2013

Tax Manager

• Oct 1999 - Jun 2004

• QuickBooks consultant for small businesses.• Created and updated working papers that document the understanding of audit area, such as preparing flowcharts and spreadsheets; conducting written analysis; writing narratives describing accounting entries, describing significant policies and regulations; gathering exhibits; and other permanent audit department records.• Reviewed and performed risk analysis of the audit area to identify in advance the perceived internal control strengths and weaknesses, to aid in the design of an effective audit program.• Determined whether internal controls are functioning as intended. • Achieved low write down rate for work performed for clients.• Determine appropriate conclusions and makes useful recommendations based on audit work completed.• Prepared Financial Statements in accordance with GAAP. • Federal & State Tax Preparation for Corporations, Partnerships, Not for Profit and Individuals.

Supervisor

• Oct 1994 - Oct 1999

• Developed technical understanding necessary to make knowledgeable decisions.• Created and updated working papers that document the understanding of audit area, such as preparing flowcharts and spreadsheets; conducting written analysis; writing narratives describing accounting entries, describing significant policies and regulations; gathering exhibits; and other permanent audit department records.• Achieved low write down rate for work performed for clients.• Reviewed and performed risk analysis of the audit area to identify in advance the perceived internal control strengths and weaknesses, to aid in the design of an effective audit program.• Determined whether internal controls are functioning as intended. • Determine appropriate conclusions and makes useful recommendations based on audit work completed.• Prepared Financial Statements in accordance with GAAP. • Served as a lead auditor over other auditors on projects as assigned, which also included delegation of audit duties to auditors on the project, review of the staff auditors work, offering constructive criticism as needed and training of audit staff.• Federal & State Tax Preparation for Corporations, Partnerships, Not for Profit and Individuals.