Experience

Community Foundation of Northern Colorado

• United States
• Non-profit Organizations
• 1 - 100 Employee

• Director Of Finance And Operations

  • Jul 2022 - Present

  Fort Collins, Colorado, United States



Fossil Ridge High School

• United States
• 1 - 100 Employee

• Assistant Cross Country Coach

  • Aug 2017 - Present

  Fort Collins, Colorado



Anticimex

• Sweden
• Environmental Services
• 700 & Above Employee

• VP of Finance - Mountain Platform

  • Apr 2022 - Jun 2022

  Loveland, Colorado, United States

• Controller

  • Mar 2021 - Apr 2022

  Loveland, Colorado, United States • Platform Controller for the Colorado and Arizona Markets, with 4 direct reports and 2 indirect reports. • Oversee finance and accounting functions for AZ and CO reporting directly to Platform President • Responsible party for financial reporting for Platform, including monthly closing process, financial reporting, annual budget, and mid-year forecast. • Worked with President to successfully identify areas to improve Platform’s Gross Margin and EBITA • Converted both markets from… Show more • Platform Controller for the Colorado and Arizona Markets, with 4 direct reports and 2 indirect reports. • Oversee finance and accounting functions for AZ and CO reporting directly to Platform President • Responsible party for financial reporting for Platform, including monthly closing process, financial reporting, annual budget, and mid-year forecast. • Worked with President to successfully identify areas to improve Platform’s Gross Margin and EBITA • Converted both markets from cash accounting to GAAP/IFRS standards. • Implement internal controls covering AP, AR, Cash Management, and Financial Reporting. • Worked directly with Branch Managers and other executive team members to educate them on the financial operations of the business and how their departments impact the performance of the Org. • Lead the financial integration of acquisitions, working with integration team to transition operations under the existing operating model and migrate data across systems. • Platform representative for annual financial statement and internal control audit.



Bohemian Companies

• United States
• Investment Management
• 1 - 100 Employee

• Investment Analyst

  • Nov 2014 - Mar 2021

  Fort Collins, Colorado Area As an Investment Analyst for a Forbes 400 Family Office, I performed due diligence, macroeconomic research and ongoing financial analysis on investment opportunities across all asset classes with a focus on Private Equity, Venture Capital, and Real Estate. Typical due diligence procedures included reviewing company materials, independent market research, creating and analyzing financial models, and engaging in discussions with management and industry professionals. My role also included… Show more As an Investment Analyst for a Forbes 400 Family Office, I performed due diligence, macroeconomic research and ongoing financial analysis on investment opportunities across all asset classes with a focus on Private Equity, Venture Capital, and Real Estate. Typical due diligence procedures included reviewing company materials, independent market research, creating and analyzing financial models, and engaging in discussions with management and industry professionals. My role also included training, mentoring, and overseeing junior staff development. Additional tasks and roles involved working on portfolio performance reporting and analysis, economic analysis, legal document review, market research, and valuations. Show less



Plante Moran

• United States
• Accounting
• 700 & Above Employee

• Assurance Staff

  • Jan 2012 - Oct 2014

  Greater Grand Rapids, Michigan Area As an audit staff/in-charge within Plante Moran’s Assurance practice, I primarily worked on financial statement and internal control audits in the financial, manufacturing, higher-education, and healthcare industries. I also was engaged on A-133 single audits for a number of clients with grants in various different program clusters. My role included supervising, training, and mentoring staff and interns on audit processes, evaluating their performance on audit engagements. Additionally,… Show more As an audit staff/in-charge within Plante Moran’s Assurance practice, I primarily worked on financial statement and internal control audits in the financial, manufacturing, higher-education, and healthcare industries. I also was engaged on A-133 single audits for a number of clients with grants in various different program clusters. My role included supervising, training, and mentoring staff and interns on audit processes, evaluating their performance on audit engagements. Additionally, I had the opportunity to participate on a few due diligence projects for middle-market M&A engagements. My role in the projects was to compile the data given to us by the acquisition targets and create meaningful statistical charts and graphs in order to depict key metrics, such as adjusted EBITA and 3-year trailing top customers and suppliers. Show less



Plante & Moran, PLLC

• United States
• Investment Banking

• Assurance Intern

  • Jun 2011 - Aug 2011

  Greater Grand Rapids, Michigan Area While as an intern, I participated in the following projects: Tax -C-Corporation tax returns -MBT support work for a large consolidated client -Upcoming year depreciation schedules Audit -Year-end Audit Engagement for a automotive component manufacturer -A-133 Single Audit Engagement -Employee Benefit Plan Audit Plante Moran Financial Advisors -Assist in Adequate Disclosure Form support -Assist in Estate Tax preparation for a… Show more While as an intern, I participated in the following projects: Tax -C-Corporation tax returns -MBT support work for a large consolidated client -Upcoming year depreciation schedules Audit -Year-end Audit Engagement for a automotive component manufacturer -A-133 Single Audit Engagement -Employee Benefit Plan Audit Plante Moran Financial Advisors -Assist in Adequate Disclosure Form support -Assist in Estate Tax preparation for a foundation -Compilation of personal financial statements for a client Show less



Van Andel Institute

• United States
• Research
• 300 - 400 Employee

• Business Planning Intern

  • May 2010 - May 2011

  -Updated Strategic Action Maps on Microsoft SharePoint -Provided monthly financial reporting and forecasting to select investigators in monthly face-to-face meetings -Developed Excel budget templates for Fiscal Year 2011 -Keyed in 2011 budgets into Lawson Accounting Software -Met with investigators for initial lab planning and organization structure for long-term planning and SAMs development



Davenport University

• Higher Education
• 700 & Above Employee

• General Accounting Assistant/Work-Study

  • Feb 2009 - May 2010

  Performed miscellaneous general accounting functions including: -Bank Reconciliations -Monthly P-card Reconciliations -Journal Entries -Asset Entry -Physical Inventory