Bio
Credentials
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Skills Acknowledgement - TM1 Developer Fundamentals
CubewiseDec, 2018- Apr, 2026 -
Skills Acknowledgement - TM1 End User (PAx)
CubewiseDec, 2018- Apr, 2026 -
Certified Public Accountant (CPA)
Washington State Board of AccountancyJan, 2015- Apr, 2026
Experience
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Controller
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Apr 2024 - Present
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United States
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Aviation and Aerospace Component Manufacturing
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100 - 200 Employee
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Business Unit Manager
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Dec 2022 - Feb 2024
• Owned Profit & Loss Statement; Presented quarterly results to Corporate Executives• General Manager for $60M aerospace business unit; responsible for growing new business, maintaining relationships with customers• Collaborated with cross-functional teams, establishing priorities with Engineering, Operations, Supply Chain, and Sales
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Assistant Controller
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Jan 2021 - Dec 2022
• Promoted to new role during 2020 pandemic; managed and grew accounting team as business outlook improved • Led accounting team in regular month-end close processes maintaining a 3-day close cycle for publicly traded aerospace component manufacturing company• Successfully led multiple internal & external financial audits• Ran weekly Sales and EBITDA forecast meetings with Senior Management• Assisted in preparation and presentation of annual budget• Provided mentorship; developing and promoting direct reports• Project Management: Directed staff member in the data collection and tagging of all Fixed Assets on the manufacturing floor and throughout plant• Collaborated with IT team to plan and begin the selection and roll out of new ERP system
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Accounting Manager
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Jan 2020 - Jan 2021
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Senior Accountant
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Oct 2018 - Jan 2020
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United States
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Telecommunications
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200 - 300 Employee
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Senior Accountant
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Dec 2016 - Oct 2018
• Implemented new ERP software (Oracle Fusion) working with different functional teams: Operations, Engineering, HR, IT. Helped establish processes for standard costing system, transitioning from R&D to production• Processed monthly close duties: reconciliations and rollforwards, COGS analysis, project accounting reconciliations, labor absorption calculations, various journal entries and other reconciliations• Performed month-end (and year-end) physical inventory counts to ensure financial statement accuracy• Tracked CIP project costs (labor and materials) for proper recognition of assets and subsequent depreciation• Led annual audit of company 401(k) plan; maintained controls over 401(k) processes• Developed new payroll procedures to streamline processing for 100-200 employees; reviewed payroll performed by Payroll Specialist prior to submission• Assisted and directed team members in daily transactional tasks as needed
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Staff Accountant
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Jun 2015 - Dec 2016
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David Munson & Associates LLC
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Monroe, WA
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Staff Accountant
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May 2012 - Jun 2015
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Monroe, WA
• Assisted in preparing compiled and reviewed financial statements in accordance with GAAP• Utilized Excel to improve efficiency of data processing including reducing a quarterly 10-15 hour process by approximately 80%• Performed an array of accounting processes such as journal entries and accruals, bank reconciliations, etc.• Completed monthly and quarterly bookkeeping for up to 8 different clients• Processed payroll (biweekly, semimonthly, and monthly) for up to 8 different clients• Prepared and reviewed individual, corporate and partnership federal income tax returns• Trained seasonal staff members on the preparation of individual and business tax returns and general accounting concepts
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RezDex, LLP
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Marysville, WA
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Full Service Bookkeeper
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Jun 2012 - May 2013
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Marysville, WA
• Entered all checks, A/P, A/R to QuickBooks accounting software and reconciled accounts• Developed systems and Excel spreadsheets to streamline data entry• Processed bi-weekly payroll and all necessary federal and state payroll tax forms• Prepared and filed Forms 1099-MISC and W-2 at year-end
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General Contractor, Owner
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Feb 2009 - Apr 2012
• Operated construction business repairing and maintaining foreclosures across six counties• Recorded all income (A/R) and business expenses in QuickBooks; reconciled bank accounts• Organized and managed crews of as many as ten workers✧ Advanced to top regional contractor for statewide field services company, RezDex, LLP
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Project Manager
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Aug 2010 - Aug 2011
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Education
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George Fox University
Bachelor of Arts (B.A.), Bachelor of Science (B.S.), Accounting, Mathematics
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Industry Focus. “Accounting and Auditing”
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