Experience

Warn Automotive

• United States
• Motor Vehicle Manufacturing
• 1 - 100 Employee

• Director of Finance

  • Sep 2022 - Present

• Controller

  • Aug 2019 - Present

• Assistant Controller

  • Apr 2018 - Aug 2019

  Portland, Oregon Area Play a key finance and accounting role for a fast-pace growing segment of Dover corporation, I am responsible for general ledger maintenance and accuracy, controls compliance (SOX) and ensuring all financial reporting is in accordance with current accounting policies and US GAAP. Reporting to the Director of Finance, acting as a financial consultant to internal teams, leaders and finance team members. Provide leadership to the General Accounting teams; Accounts Payable, Accounts Receivable… Show more Play a key finance and accounting role for a fast-pace growing segment of Dover corporation, I am responsible for general ledger maintenance and accuracy, controls compliance (SOX) and ensuring all financial reporting is in accordance with current accounting policies and US GAAP. Reporting to the Director of Finance, acting as a financial consultant to internal teams, leaders and finance team members. Provide leadership to the General Accounting teams; Accounts Payable, Accounts Receivable, Cost Accounting and financial reporting. Track record of demonstrating leadership, knowledge and competencies in areas beyond traditional accounting functions in addition to the ability to organize, multitask, problem solving and leverage process improvements.



Crimson Trace Corporation

• United States
• Consumer Goods
• 1 - 100 Employee

• Division Controller

  • Jan 2017 - Apr 2018

  Portland, Oregon Area As a key member of the division management team, provide leadership and coordination of all accounting functions of the division, including strategic planning, profitability analysis, and financial controls. Responsible for application of accounting principles, practices, and procedures as well as month end close, financial reporting, and budgeting. Prepare critical financial analysis and present findings and recommendations to division and corporate management. Ensure company accounting… Show more As a key member of the division management team, provide leadership and coordination of all accounting functions of the division, including strategic planning, profitability analysis, and financial controls. Responsible for application of accounting principles, practices, and procedures as well as month end close, financial reporting, and budgeting. Prepare critical financial analysis and present findings and recommendations to division and corporate management. Ensure company accounting procedures conform to generally accepted accounting principles and are compliant with best practice internal control procedures. Report monthly results against budget/forecast, including detailed variance analysis. Show less



Propel Health & Oregon ACO LLC

• Hospitals and Health Care
• 1 - 100 Employee

• Controller

  • Jul 2016 - Jan 2017

  Portland, Oregon Area Manage the accuracy and productivity of day-to-day activities of accounts payable, cash disbursements, invoicing/billing, customer credits and collections, payroll, perpetual inventory integrity, fixed asset records, general & entity accounting, cost accounting, Human Resources, and Operations etc.; Develop, improve and issue timely monthly financial records for Executive Director, Development and Board of Directors; Assure financial plans are consistent with organizational goals;… Show more Manage the accuracy and productivity of day-to-day activities of accounts payable, cash disbursements, invoicing/billing, customer credits and collections, payroll, perpetual inventory integrity, fixed asset records, general & entity accounting, cost accounting, Human Resources, and Operations etc.; Develop, improve and issue timely monthly financial records for Executive Director, Development and Board of Directors; Assure financial plans are consistent with organizational goals; Provide financial analysis tools to evaluate company ventures or special projects, programs, capital expenditures, products costing, etc. when necessary Show less



Honolulu Cookie Company

• United States
• Retail
• 1 - 100 Employee

• Controller

  • Aug 2013 - Jul 2016

  Honolulu • Manage accounting and financial control activities, including A/P, A/R, revenue, costing, G/L analysis, and inventory. • Report monthly results against budget/forecast, including detailed variance analysis. • Develop and implement company-wide internal control policies and procedures to ensure safeguarding of company assets • Prepare budgets and develop forecasts based on historical spending and economic trends • Create and manage P&L statements that match the needs of the… Show more • Manage accounting and financial control activities, including A/P, A/R, revenue, costing, G/L analysis, and inventory. • Report monthly results against budget/forecast, including detailed variance analysis. • Develop and implement company-wide internal control policies and procedures to ensure safeguarding of company assets • Prepare budgets and develop forecasts based on historical spending and economic trends • Create and manage P&L statements that match the needs of the business through cost accounting and/or allocations and produce management reporting. • Manage external audit and tax compliance; manage the preparation of necessary report to regulatory agencies. • Recruit, coach and develop staff; planning, monitoring, and appraising performance. • Evaluate processes and procedures within the accounting function for efficiencies and control issues; develop and recommend standard operating procedures and process improvement measures. • Provide functional expertise and guidance for accounting systems and software application, assist with the integration of company ERP systems with financial accounting systems. • Review, research and document complex accounting transactions. • Perform special projects at request of VP of Finance and other company executives. • Facilitate cost accounting strategy to benchmark to forecasting and analyzed projections. • Develop, perform analyses, and evaluate company overhead allocations. Show less



Pacific Commercial Services

• Assistant Controller

  • May 2011 - Aug 2013

  Honolulu • Served as point of contact for financial statement inquires, accuracy, and completeness. • Guided financial decisions by establishing, monitoring and enforcing policies and process improvement procedures. • Maintained and developed quality systems of accounting policies and procedures. • Prepared monthly, quarterly, and annual financial reports; cash flow, balance sheet, P&L, income summary. • Analyzed various financial aspect of the business; particularly for pricing decisions… Show more • Served as point of contact for financial statement inquires, accuracy, and completeness. • Guided financial decisions by establishing, monitoring and enforcing policies and process improvement procedures. • Maintained and developed quality systems of accounting policies and procedures. • Prepared monthly, quarterly, and annual financial reports; cash flow, balance sheet, P&L, income summary. • Analyzed various financial aspect of the business; particularly for pricing decisions and cost controlling. • Analyzed profit and loss reports and provide feedback to PM; supervised PM in contract management relating to accounting. • Managed and mitigated credit risk by analyzing customer annual financial reports, filings, service rating, and trade references. • Developed and implemented mechanisms and controls to ensure appropriate billing and payment cycles and accurate and timely billing in accordance with established requirements. • Corresponded with external financial or compliance auditors whenever needed. • Recruited, coached and developed staff; planned, monitored, and appraised performance. Show less



EY

• United Kingdom
• IT Services and IT Consulting
• 700 & Above Employee

• Auditor

  • Sep 2009 - Apr 2011

  Honolulu Led the preparation and examination of financial reports to improve business making decisions. Spearheaded a number of project accounting transactions and ensured the validity of work performed. Demonstrated ability to perform and manage complex accounting transactions in compliance with SOX; proven ability to work independently and as part of audit team.



Hawaii Public Charter School Commission

• Financial Analyst

  • Jun 2008 - Aug 2009

  Honolulu Performed complex accounting transactions for a large network of charter schools divisions throughout the State of Hawaii. Facilitated financial closing and reporting process as a contributor to financial statements, reporting, and related analysis. Facilitated the budgeting and forecasting for Charter School System; liaised between organization and external auditor/regulatory agencies. Oversaw an accounting assistant; coached and developed as needed.