Experience

Family YMCA of Marion and Polk Counties

• United States
• Wellness and Fitness Services
• 1 - 100 Employee

• Chief Financial Officer

  • Nov 2021 - Present

  Salem, Oregon, United States



New Avenues for Youth

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

• Director of Finance and Quality Assurance (CFO)

  • 2016 - Nov 2021

  Portland, Oregon, United States Executive finance team member at innovative $13M non-profit that utilizes social entrepreneurship for revenue and job training, mentored work experiences, and wages for at-risk youth. - Led digital transformation over five years of all key financial processes, through implementing three successful project initiatives that resulted in stable level of finance staffing despite a doubling in budget. Project initiates included: ......a) Converted corporate card and expense processes… Show more Executive finance team member at innovative $13M non-profit that utilizes social entrepreneurship for revenue and job training, mentored work experiences, and wages for at-risk youth. - Led digital transformation over five years of all key financial processes, through implementing three successful project initiatives that resulted in stable level of finance staffing despite a doubling in budget. Project initiates included: ......a) Converted corporate card and expense processes to a digital workflow with SAP Concur; ......b) Migrated paper timecards to electronic time and attendance in an integrated HCM product – Paycom; ......c) Implemented and customized NetSuite, a modern, cloud-based ERP to meet the agency’s unique compliance, billing, and contractual requirements - Developed budgetary and compliance processes that enabled the agency to access increased public funding – over $8M – and maintaining clean financial statement audits. - Directly supervised six Finance and Quality Assurance team members and served as a member of Executive Leadership Team.

• Compliance Manager

  • 2015 - 2016

  Portland, Oregon, United States - Rapidly became expert on key public sector contracts, matching agency funding needs to these contracts and led one public sector contract renewal to get a 50% increase in funding.



Oregon Food Bank

• United States
• Non-profit Organizations
• 100 - 200 Employee

• Finance Manager

  • 2014 - 2015

  Portland, Oregon, United States Promoted to manage accounting and financial reporting for $60M hub of statewide network of food banks serving over 740,000 people annually - Led accounting system migration from a proprietary system to Microsoft Dynamics GP for improved reporting and efficiency. New granular reporting enabled complex multi-sourced funding stream for $250K new school pantry program. - Established and enhanced financial and operational reporting in response to changing organization, priorities… Show more Promoted to manage accounting and financial reporting for $60M hub of statewide network of food banks serving over 740,000 people annually - Led accounting system migration from a proprietary system to Microsoft Dynamics GP for improved reporting and efficiency. New granular reporting enabled complex multi-sourced funding stream for $250K new school pantry program. - Established and enhanced financial and operational reporting in response to changing organization, priorities which led to 150% revenue growth and a 200% growth in fresh produce distribution.

• Senior Analyst

  • 2012 - 2014

  Portland, Oregon, United States - Expanded capabilities to do nuanced, longitudinal analysis of operational data by using and training other finance staff on new data extraction and analysis tools including Microsoft PowerQuery and PowerPivot, detailed reporting, necessary for expansion of fresh produce initiative.

• Planning & Analysis Analyst

  • 2011 - 2012

  Portland, Oregon, United States - Rapidly gained power user knowledge in financial management and food bank inventory system, building custom query solutions to meet business needs. - Through implementing a new SharePoint-based, collaborative budget process completed the organizational budgeting process two weeks faster with increased transparency.



Saturday Academy

• United States
• Education Management
• 1 - 100 Employee

• Registrar

  • 2008 - 2011

  Portland, Oregon Area Helped register over 500 families per year in $1M enrichment class program