Experience

Highline Physical Therapy

• Hospitals and Health Care
• 1 - 100 Employee

• Controller

  • Jul 2010 - Present

  Account for and report all financial activity including accounting, tax, and regulatory requirements, set strategic financial direction, along with Board meeting presentations. • Perform all financial and reporting duties. Responsible for the oversight/supervision for the accounting, billing and payroll functions including month/year end financials for 10 clinics on an individual and consolidated basis. • Participate in drafting budgets based on the business goals and creating structure… Show more Account for and report all financial activity including accounting, tax, and regulatory requirements, set strategic financial direction, along with Board meeting presentations. • Perform all financial and reporting duties. Responsible for the oversight/supervision for the accounting, billing and payroll functions including month/year end financials for 10 clinics on an individual and consolidated basis. • Participate in drafting budgets based on the business goals and creating structure and processes necessary to manage the organizations financial activities. • Achieved clean CPA reviews and 401-K audits. • Supported HPT’s 401-K plan as plan (co-)trustee. • Worked independently and collaboratively to accomplish responsibilities, goals and projects while exhibiting flexibility when priorities and circumstances change. Show less Account for and report all financial activity including accounting, tax, and regulatory requirements, set strategic financial direction, along with Board meeting presentations. • Perform all financial and reporting duties. Responsible for the oversight/supervision for the accounting, billing and payroll functions including month/year end financials for 10 clinics on an individual and consolidated basis. • Participate in drafting budgets based on the business goals and creating structure… Show more Account for and report all financial activity including accounting, tax, and regulatory requirements, set strategic financial direction, along with Board meeting presentations. • Perform all financial and reporting duties. Responsible for the oversight/supervision for the accounting, billing and payroll functions including month/year end financials for 10 clinics on an individual and consolidated basis. • Participate in drafting budgets based on the business goals and creating structure and processes necessary to manage the organizations financial activities. • Achieved clean CPA reviews and 401-K audits. • Supported HPT’s 401-K plan as plan (co-)trustee. • Worked independently and collaboratively to accomplish responsibilities, goals and projects while exhibiting flexibility when priorities and circumstances change. Show less



Russell Investments

• United States
• Financial Services
• 700 & Above Employee

• Senior Accountant - Russell Implementation Services, Inc.

  • Dec 2006 - Jun 2010

  • Participate in the financial close process each month. • Support audit reviews (including internal/external/SOX). • Reconciled trading activity for Russell Implementation Services (RIS) with investment brokers while creating stronger business unit relationships with RIS Operations teams and internal/external clients. • Maintain accruals for broker payables (commission fees), fixed income (trading fees) and foreign currency revenue. • Supported ongoing ad-hoc financial analysis and… Show more • Participate in the financial close process each month. • Support audit reviews (including internal/external/SOX). • Reconciled trading activity for Russell Implementation Services (RIS) with investment brokers while creating stronger business unit relationships with RIS Operations teams and internal/external clients. • Maintain accruals for broker payables (commission fees), fixed income (trading fees) and foreign currency revenue. • Supported ongoing ad-hoc financial analysis and special projects. • Train and manage Staff Accountants/interns/contractors in the scope of work of their responsibilities and projects. Show less • Participate in the financial close process each month. • Support audit reviews (including internal/external/SOX). • Reconciled trading activity for Russell Implementation Services (RIS) with investment brokers while creating stronger business unit relationships with RIS Operations teams and internal/external clients. • Maintain accruals for broker payables (commission fees), fixed income (trading fees) and foreign currency revenue. • Supported ongoing ad-hoc financial analysis and… Show more • Participate in the financial close process each month. • Support audit reviews (including internal/external/SOX). • Reconciled trading activity for Russell Implementation Services (RIS) with investment brokers while creating stronger business unit relationships with RIS Operations teams and internal/external clients. • Maintain accruals for broker payables (commission fees), fixed income (trading fees) and foreign currency revenue. • Supported ongoing ad-hoc financial analysis and special projects. • Train and manage Staff Accountants/interns/contractors in the scope of work of their responsibilities and projects. Show less



Russell/Mellon Analytical Services, Inc

• Tacoma, Washington

• Staff Accountant

  • Sep 2003 - Dec 2006

  • Supported audit and tax reviews (including internal/external/SOX) • Tracked fixed assets (FA) and internally developed software costs (NBV totaling more than $25M) – analyzed/coded IT project expenditures in accordance with FAAP (SOP 98-1). Maintained depreciation schedules, performed all reconciliations and made decisions regarding FA capitalization. • Participated in month end close activities including preparation of journal entries and account reconciliations along with… Show more • Supported audit and tax reviews (including internal/external/SOX) • Tracked fixed assets (FA) and internally developed software costs (NBV totaling more than $25M) – analyzed/coded IT project expenditures in accordance with FAAP (SOP 98-1). Maintained depreciation schedules, performed all reconciliations and made decisions regarding FA capitalization. • Participated in month end close activities including preparation of journal entries and account reconciliations along with accompanying financial statement analysis. • Provided cost center level accounting support by reviewing monthly financial results and preparing variance analysis reports. • Helped coordinate annual budget, working with individual departments to translate strategic objectives into financial plans. • Helped facilitate the migration of R/M’s accounting processes onto Mellon’s G/L platform including the creation of a vehicle to map/transfer our financial data into their system. Show less • Supported audit and tax reviews (including internal/external/SOX) • Tracked fixed assets (FA) and internally developed software costs (NBV totaling more than $25M) – analyzed/coded IT project expenditures in accordance with FAAP (SOP 98-1). Maintained depreciation schedules, performed all reconciliations and made decisions regarding FA capitalization. • Participated in month end close activities including preparation of journal entries and account reconciliations along with… Show more • Supported audit and tax reviews (including internal/external/SOX) • Tracked fixed assets (FA) and internally developed software costs (NBV totaling more than $25M) – analyzed/coded IT project expenditures in accordance with FAAP (SOP 98-1). Maintained depreciation schedules, performed all reconciliations and made decisions regarding FA capitalization. • Participated in month end close activities including preparation of journal entries and account reconciliations along with accompanying financial statement analysis. • Provided cost center level accounting support by reviewing monthly financial results and preparing variance analysis reports. • Helped coordinate annual budget, working with individual departments to translate strategic objectives into financial plans. • Helped facilitate the migration of R/M’s accounting processes onto Mellon’s G/L platform including the creation of a vehicle to map/transfer our financial data into their system. Show less



Joe Hall Construction Inc

• United States
• Construction
• 1 - 100 Employee

• General Supervisor of Accounting

  • Jan 1980 - Dec 2002

  Responsible for all aspects of the accounting processes and coordinated with sub-contractors, professional services and major oil company engineers in all areas of job administration including contracts, invoicing, WIP, change orders and scope of work on selected projects. Responsible for all aspects of the accounting processes and coordinated with sub-contractors, professional services and major oil company engineers in all areas of job administration including contracts, invoicing, WIP, change orders and scope of work on selected projects.