Experience

La Clinica

• United States
• Health, Wellness & Fitness
• 100 - 200 Employee

• Chief Financial Officer

  • Dec 2022 - Present

  Medford, Oregon, United States

• Finance Manager

  • Dec 2017 - Dec 2022

  Medford, Oregon Area Non-profit healthcare organization that offers high quality, prevention-focused services to improve the quality of life for diverse communities by providing culturally appropriate, accessible, and affordable health care. ($46 million + annual revenue) • Senior-level professional who assists in evaluating and bolstering the efficiency and financial viability of La Clinica’s medical/dental/behavioral health operations • Lead the preparation of the annual operating budget and… Show more Non-profit healthcare organization that offers high quality, prevention-focused services to improve the quality of life for diverse communities by providing culturally appropriate, accessible, and affordable health care. ($46 million + annual revenue) • Senior-level professional who assists in evaluating and bolstering the efficiency and financial viability of La Clinica’s medical/dental/behavioral health operations • Lead the preparation of the annual operating budget and monthly forecasting, and grant application budgets for 44 teams which include health centers, school-based clinics, outreach programs, and corporate shared services. • Perform variance analysis, prepare and distribute other internal financial, operational and managerial reports to assist management in decision-making analysis • Assist with the month-end close process, including reconciling, reporting and analyzing financial information in accordance with generally accepted accounting principles (GAAP)



Harry & David

• United States
• Food and Beverage Services
• 700 & Above Employee

• Sr Analyst 3, Finance

  • Jun 2012 - Dec 2017

  Medford, Oregon Area Key member of the Harry and David Finance team handling multiple assignments in a rapidly changing, fast paced environment with frequent direct interaction with senior management. Key areas of focus include: o Financial planning and analysis with regard to budgeting and forecasting for multiple revenue channels. o Responsible for company-wide monitoring and assessment of business unit operating performance. o Work closely with divisional leadership and staff to assess the financial… Show more Key member of the Harry and David Finance team handling multiple assignments in a rapidly changing, fast paced environment with frequent direct interaction with senior management. Key areas of focus include: o Financial planning and analysis with regard to budgeting and forecasting for multiple revenue channels. o Responsible for company-wide monitoring and assessment of business unit operating performance. o Work closely with divisional leadership and staff to assess the financial impact of key business decisions and alternatives. o Charged with developing presentations to corporate senior management and the Board of Directors regarding operational/financial performance. o Lead various ad hoc analytical and reporting projects, as assigned. o Participate in multifunctional project teams that evaluate, recommend and monitor the implementation of new initiatives. Show less



Southern Oregon University

• United States
• Higher Education
• 700 & Above Employee

• Financial Management Analyst

  • Aug 2010 - Jun 2012

  Ashland, OR Responsible for providing financial management and analytical support to help strengthen the support provided by SOU’s Business Services department to university auxiliary units. Prepare comprehensive financial reports using complex analytical tools. Conduct research, gather, organize and analyze data from various sources including university financial systems and databases and outside sources, to help gauge the effectiveness of departmental operations, and aid in developing forecasting… Show more Responsible for providing financial management and analytical support to help strengthen the support provided by SOU’s Business Services department to university auxiliary units. Prepare comprehensive financial reports using complex analytical tools. Conduct research, gather, organize and analyze data from various sources including university financial systems and databases and outside sources, to help gauge the effectiveness of departmental operations, and aid in developing forecasting models. Reporting responsibility with regard to generating data for the OUS Quarterly Management report and auxiliary directors, as well as to the Associate Director of Business Services, and various Vice Presidents as appropriate. Show less



Tree Top, Inc.

• United States
• Food and Beverage Manufacturing
• 300 - 400 Employee

• Finance Manager

  • Aug 2007 - Jul 2010

  Medford, Oregon Area Company info Leading global supplier of fruit ingredients and fruit solutions for the food service industry. ($120 million + annual Sales) Responsible for managing and analyzing all aspects of the monthly financial forecast as it relates to Sales, Corporate Operations and SG&A expenses. Developed analytical and forecasting models that sought to identify variances in sales performance at the Business Unit, Customer, Fruit Type, and Item code level. Accountable for providing… Show more Company info Leading global supplier of fruit ingredients and fruit solutions for the food service industry. ($120 million + annual Sales) Responsible for managing and analyzing all aspects of the monthly financial forecast as it relates to Sales, Corporate Operations and SG&A expenses. Developed analytical and forecasting models that sought to identify variances in sales performance at the Business Unit, Customer, Fruit Type, and Item code level. Accountable for providing accurate causal analysis in both written and verbal forms for executive and management teams in supported areas throughout the company. Accountable for producing monthly forecasts, annual budgets and long range projections, including development and maintenance of models as well as analysis for reasonableness. Key contributor in the development and presentation of monthly and quarterly Business Performance Review. Responsible for reporting sales trends across Ingredients Sales and Food Service markets, outlining Customer risks & opportunities, and providing overview of YTD and Forecast objectives for Corporate Operations and SG&A departments. Partnered with Sales/Marketing teams to analyze current sales performance by customer and business unit versus forecast and prior year, help research variances and provide causal analysis. Participate in weekly sales calls, quarterly/annual sales meetings, providing financial updates as it relates to Ingredients and Food Service sales. Manage the monthly SG&A and Operations Support Departments forecast. Analyze actual performance and provide causal analysis for eighteen departments. Developed financial reporting tools used to manage expenses versus budget, forecast, and prior year. Assist CFO, Finance Director, and Senior Finance Manager with special projects as assigned. Show less



Harry & David

• United States
• Food and Beverage Services
• 700 & Above Employee

• Sr Analyst, Stores Productivity

  • Sep 1998 - Jul 2007

  Reporting responsibility for the sales, operations and operating income of 139 Harry and David stores across 34 states. Project and track Payroll, Supplies and other SG&A Expenses. Identify, investigate and implement opportunities to decrease expenses drive. Worked with Stores VP and District Sales Managers to develop the best utilization of staffing, while increasing productivity, flexibility and customer service. Recommend business solutions for optimizing… Show more Reporting responsibility for the sales, operations and operating income of 139 Harry and David stores across 34 states. Project and track Payroll, Supplies and other SG&A Expenses. Identify, investigate and implement opportunities to decrease expenses drive. Worked with Stores VP and District Sales Managers to develop the best utilization of staffing, while increasing productivity, flexibility and customer service. Recommend business solutions for optimizing profitability and productivity in stores. Guide executive decision making by driving the standardization of Stores’ Operational processes and procedures ensuring operational excellence for all Store Concepts in the stores environment. Developed and implemented payroll model to accurately assign payroll hours for both planned and incremental sales, with consideration towards hours of operation, and other corporate factors requiring additional hours to support non-selling tasks. Developed and implemented a new supply program to streamline all operating supply expenses and processes for stores. The project involved all aspects from contract negotiation to systems troubleshooting and handling quality issues surrounding operating supplies for Stores. Partnered with Customer Operations and Stores Marketing groups to develop and implement an in-store service program for shipping specialty food products at the Store level. Partnered with Executive HR team to develop and implement Store Sales Manager incentive program designed to award monthly incentives based on incremental sales achieved above designated sales percent targets unique to each store’s forecasted sales plan. Streamlined current contesting program for Stores by partnering with cross-functional teams to develop motivating incentives which drove sales and productivity in all Stores. Partnered with Store Planning & Development regarding management of new store openings and store closure responsibilities. Show less



Office of Hawaiian Affairs

• United States
• Government Relations Services
• 100 - 200 Employee

• Chief-of-Staff

  • 1994 - 1997

  Professional support to the OHA Board of Trustees with regard to a wide variety of assignments received from, carried out for, and reported to the Board, with supervisory oversight from the Board Chairman. Experienced in policy development, legislation, intergovernmental relations, and lobbying, with exceptional analytical and communication skills. Budgeting & Forecasting responsibility with regard to maximizing services for Hawaiians by providing opportunities in areas such… Show more Professional support to the OHA Board of Trustees with regard to a wide variety of assignments received from, carried out for, and reported to the Board, with supervisory oversight from the Board Chairman. Experienced in policy development, legislation, intergovernmental relations, and lobbying, with exceptional analytical and communication skills. Budgeting & Forecasting responsibility with regard to maximizing services for Hawaiians by providing opportunities in areas such as education, health, business, and financial assistance needs. Coordinate Community & Board meetings throughout the state for the purposes of providing information about new and existing programs offered for Native Hawaiians. Produced transcripts of meeting results recorded via audio tape. Average hours per meeting scheduled ranged from 2-4 hours dependent upon Community feedback. Responsible for program management review of all grant submissions for funding of native Hawaiian service projects which included research, analysis, and overall recommendation on funding to the Board Chairman and the Finance Committee. Partnered with cross-functional administrative teams to prepare legislation which sought additional funding from the State based on matched funds provided by the established trust. Show less