Experience

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  Oregon Health & Science University Foundation

  • United States
  • Fundraising
  • 100 - 200 Employee

  • Senior Financial Analyst

    • Jul 2023 - Present

  • Financial Analyst

    • Jul 2009 - Present

    • Establish and close investment accounts as approved by Investment Committee• Rebalance investment portfolio to targets approved by Investment Committee• Coordinate reconciliation of investment accounts monthly and initiate corrective action, prepare investment reconciliations for Private Equity/Venture Capital accounts• Complete endowment unitization, calculate and post spending distributions and management fees• Monitor capital calls and distribution activity of Private Equity/Venture Capital investments• Monitor and report on underwater endowments and facilitate the implementation of procedures for spending distribution and reinvestment• Provide information to management by assembling and summarizing data; preparing reports and charts; presenting findings, analyses, and recommendations• Model OHSUF Operating Revenue for budget, short-term and long-term forecasting, and answer Operating Revenue questions from OHSUF management and staff• Draft investment footnotes and schedules for annual audit• Provide back-up for preparation of Financial Statements and Statement of Cash Flows• Stay current with accounting rules and practices and integrate new requirements into the current system• Analyze and evaluate investment recommendations made by financial advisors for suitability in Trust accounts and within investment policy• Prepare annual revaluation of Unitrust accounts and calculation of Unitrust payments• Prepare annual report for state of Washington Insurance Commission on OHSUF Annuity Pool• Prepare and/or review preparation of federal trust tax returns and Annuity information returns• Review annual state trust tax and annuity information filings• Assist with preparation of Forms 990 and 990-T• Administer securities giving program – identify securities gifts to specific donor intended programs; calculate gift valuations; and coordinate stock liquidation. Enter securities gift related data into RE, tracking in Securities Gift Actions

  • Endowment/Trust Accountant

    • Dec 2005 - Jul 2009

    Support the accounting activities of two sister organizations, the Oregon Health & Science University Foundation and the Doernbecher Childrens’ Hospital Foundation, with combined assets of over $600 million.• Prepare monthly, quarterly and annual reports and journal entries to support GASB standard financial statements.• Prepare workpapers to support the annual independent external audit of the financial statements; the annual filing of the Federal Forms 990 and 990-T; several state agency filings; and the annual budget.• Prepare ad hoc reports and analyses to support senior management.• Reconcile monthly, quarterly and annual investment statements, calculate investment return, monitor investment manager performance, maintain investment manager relationships, calculate and monitor charitable trust and annuity beneficiary payments.• Prepare and review annual tax filings for charitable trusts and beneficiaries, including Forms 5227, K-1 and 1099-R.• Communicate complex financial information with all levels of foundation staff, as well as university and hospital personnel and donors.• Liaison for medical research grant awarding component of organization, interacting with grant applicants, grantees and grant committees.

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  Bidwell & Company

  • Portland, Oregon Area

  • Clearing Operations Specialist

    • Apr 1998 - Apr 2004
    • Portland, Oregon Area

    Conducted multiple brokerage operations functions for regional discount brokerage firm with over 100,000 active customer-managed accounts. Obtained and held National Association of Securities Dealers (NASD) Series 7 and Series 63 licenses.• Continuously demonstrated adeptness at prioritizing work...

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  Albany Medical Center

  • United States
  • Hospitals and Health Care
  • 700 & Above Employee

  • Tax Compliance Coordinator

    • Dec 1996 - Oct 1997

    Developed and implemented policies and procedures for payments to Non-resident Aliens. Effectively communicated policy and system changes to administration, managers and support staff throughout organization.• Spearheaded the establishment of this newly created position designed to bring the institution into compliance with tax regulations.• Demonstrated technical competencies while supporting development and testing of new payment and reporting applications on GENESYS payroll system, including field mapping and report development.• Proven commitment to customer service in tailoring diverse needs of numerous departments in complying with procedures based on analysis of personnel and impact of regulations.

  • Coordinator, Graduate Medical Education Department

    • May 1994 - Nov 1996

    Facilitated human resource requirements for over 125 physicians in 25 medical residency and fellowship programs at a regional teaching hospital. Synthesized data in the execution of programs and reports for credentialing medical procedures performed by residency staff. Prepared, maintained and analyzed budgeting, scheduling and informational data for interdepartmental use.

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  Urbach Kahn & Werlin, PC, CPA's

  • Albany, New York Area

  • Staff Accountant

    • Apr 1992 - Mar 1993
    • Albany, New York Area

    Assisted in performance of audits, reviews and compilations of clients' financial statements. Prepared workpapers to support audit procedures and findings. Assisted clients with year-end closing procedures, including preparing journal entries and trial balances. Prepared financial statements ...

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  Lachmann's Pastry Shop

  • Saugerties, NY

  • Baker

    • 1983 - 1992
    • Saugerties, NY

    Created the very best baked goods at third generation family-run retail bakery.