Experience

Gresham-Barlow School District 10J

• United States
• Primary and Secondary Education
• 100 - 200 Employee

• Director of Accounting

  • Sep 2021 - Present

• District Accountant

  • Jun 2021 - Sep 2021

  Manage financial assets of the District and participating charter schools including bank reconciliations, cash flow analysis, institutional investing and arbitrage, capital asset management, A/R aging, and liability reconciliations. Oversee all federal and state grant accounting and reporting. Act as position control manager for the HR and payroll departments, overseeing budgeted FTE for 1000+ positions, including Medicaid state reporting and oversight of insurance pooling. Assist in the creation of the District's financial statements and CAFR, public budget document, and Federal and State audits.

• Grant Manager

  • Dec 2019 - Jun 2021

  Track and analyze all federal, state, and local grants for the School District in terms of accounting. Create detailed drill-down analysis reports for Directors and those managing the budgets of grants such as Title 1, IDEA, OSCIM, High School Success Act (Measure 98), and others. Submit all claims in EGMS and organize and retain backup for financial and compliance single audits. Actively oversee the Child Nutrition Cluster grants including active management of 3rd party food service programs including performing internal audit functions and regular site visits at all schools in the district. Oversee the grant accounting, CAFR reporting, and SEFA for over $30 million in grants



Pauly Rogers & Co

• Audit Manager

  • Feb 2017 - Dec 2019

  Plan, coordinate, and oversee approximately 60 financial audits of entities including School Districts, Cities, Counties, Special Districts, and Non-Profit entities using GAAP, including single audit (A-133, Uniform Guidance) work for expenditures of federal awards.Create financial statements and CAFR reports for entities based on raw trial balance data from various accounting software platforms such as Infinite Visions, Pentamation, and QuickBooks.Train and mentor 4 auditors: 2 teams of 2 people each, cultivating the knowledge and experience of each to eventually become senior auditors. Teach audit and internal control testing, GAAP, GASB, and FASB codifications and statues specific to Oregon law to ensure audit work meets AICPA standards for independent review.Work with managers and partners to create, update, and streamline work papers, processes, and training materials to increase efficiency.

• Senior Auditor

  • Nov 2015 - Feb 2017

  Planned, coordinated, and executed financial audits for approximately 40 entities including School Districts, cities, special districts, and non-profit entities using GAAP, including single audit (A-133, Uniform Guidance) work for expenditures of federal awards.Created financial statements and CAFR reports for entities based on raw trial balance data from various accounting software such as Infinite Visions, Pentamation, and QuickBooks.Trained and mentored 2 associate auditors to learn the basics of audit and internal control testing, GAAP, GASB, and FASB codifications and statues specific to Oregon law to ensure audit work meets AICPA standards for independent review.

• Associate Auditor

  • Jul 2015 - Nov 2015

  Conducted comprehensive financial audits, federal and state compliance audits, and agreed-upon procedures for attestation work.Performed analytical procedures, internal control, and substantive testings.Proposed adjusting journal entries and discuss audit findings with clients.Created management representation letter comments and recommendations and draft audit reports for management review.



KPSU

• United States
• Broadcast Media Production and Distribution
• 1 - 100 Employee

• Programming / Logistics Director

  • Jun 2014 - Jun 2015

  Developed a series of new systems to track, manage, and improve the efficiency of the organization. Designed and implemented an adapted ERP database system using iMediaTouch, Google cloud networking software, and Excel to manage audits of content for FCC compliance, track volunteer performance and retention, and gather drill-down analysis of metrics for our management team overall. New initiatives implemented from these systems, adapted from my studies of managerial accounting and auditing techniques, led to significant results. Training times were reduced by over 40% while simultaneously volunteer retention increased by 25% compared to previous years, and our audit results were 99% FCC compliant within weeks of implementation, a double-digit increase from previous performance. Developed legal research and codification research techniques for FCC compliance.

• Production Director

  • Jun 2013 - Jun 2014

  Created over 300 original 30-second spots for broadcast and download, creating audio underwriting campaigns for entities such as Stumptown Coffee, Lagunitas Brewing, The PSU Bike Hub, and various non-profit organizations and events. Created a new program to train volunteer staff on marketable skills using Logic Pro in tandem with analog live and recording equipment to learn live and recording sound engineering.



American Red Cross

• United States
• Non-profit Organizations
• 700 & Above Employee

• Internal Auditor

  • Jan 2015 - Mar 2015

  Designed, integrated, and maintained a database using Access and Excel to better track the financial assets of The American Red Cross Cascades Region (WA, OR, ID), specifically designing internal control systems for the inventory and service cycle of JP Morgan Chase and US Bank's client assistance cards over the MasterCard framework, which is still in place today. Created internal audit flowcharts and documentation, training materials, policies, and procedures in line with COSO and GAAS methodologies to ensure external audit compliance and streamlining. Created a series of physical and IT controls to prevent and detect defalcation and misappropriation of assets.



The Guitar Center Company

• United States
• Retail
• 700 & Above Employee

• National Field Merchandising Specialist

  • Jan 2011 - May 2013

  Opened on-time or ahead of schedule over 40 stores in two years with a traveling training and merchandising team of 8 members. Created a variety of new planogram, technical training, and sales training programs still used today to train over 12,000 employees and merchandise over 250 stores across the country. Instituted, along with a core team of 12 grand opening team members, a number of changes to aspects of construction, supply chain management, merchandising, and employee training that significantly impacted store opening bottom lines - from increasing material pricing efficiency to decreasing overtime labor expenditures. Managed multiple expense accounts, inventory observations, and bank reconciliations.

• Sales Manager / Training Manager

  • Sep 2007 - Jan 2011

  Led a store of approximately 35 sales associates in all aspects of sales, technical training, and customer service through use of involved personal sales training and coaching. Alongside the rollout of a rigorous discount management rubric, our store pushed through the economic downturn of 2008-10 with not a single layoff or posting of a loss. By 2011, we had increased market share in Portland to help necessitate the opening of another Guitar Center location in North Portland to meet demand.

• Regional Product Specialst / Trainer

  • Aug 2006 - Aug 2007

  Became certified as Avid Pro Tools HD certified and Apple Logic Pro certified trainer. Mentored the sales teams and managers of 40 stores (approximately 500 employees) for recording and keyboard departments, proudly watching over 50% of those mentored being promoted to assistant manager, sales manager, or store manager positions. Led the nation in various metrics of high-tech sales compared to other regions. Personally assisted resolving logistical issues with large sales of recording equipment in Hollywood to high-profile studio clients.

• District Department Manager / District Product Specialist

  • Jan 2006 - Aug 2006

  Avid Pro Tools HD certified and Apple Logic Pro certified trainer. Managed the training and tech support needs of 8 stores (approximately 100 employees) in the Southern California area for recording and keyboard departments. On-call and in person management, mentoring, training and support, with daily store visits and a constant travel schedule. Trained and certified sales employees to sell MI Retail segment gear. Merchandised and trained staff and new store openings as needed.

• Hi-Tech Sales / Assistant Manager

  • Jul 2005 - Jan 2006

  Opened and closed as acting store manager. Resolved HR and customer service issues. Led sales metrics by example and assisted in training new hires. Compiled reporting metrics for daily and weekly corporate reports. Sold approximately $50,000 a month in recording and keyboard MI Retail products, exceeding sales goals.



Disneyland Resort

• United States
• Entertainment
• 700 & Above Employee

• WDTC Travel Agent

  • Jul 2004 - Jul 2005

  Sold $2k-$10k+ vacation packages in a call center office environment to domestic and international clients looking for fully integrated Disney vacations. Operated as a licensed travel agent to arrange air travel, hotel, transportation, concierge services, dining, and entertainment packages to suit the needs of discriminating high-end customer bases. Sold $2k-$10k+ vacation packages in a call center office environment to domestic and international clients looking for fully integrated Disney vacations. Operated as a licensed travel agent to arrange air travel, hotel, transportation, concierge services, dining, and entertainment packages to suit the needs of discriminating high-end customer bases.



Paris Las Vegas

• United States
• Hospitality
• 1 - 100 Employee

• House Manager

  • Jul 2002 - Jul 2004

  House managed events including 'The Tonight Show With Jay Leno' remote broadcasts, the US premiere and 3-year run of Queen's and Ben Elton's 'We Will Rock You' Musical. House managed performances from artists such as Tony Bennet, Aimme Mann, Al Green, Earth Wind & Fire, The Allman Brothers, Lou Rawls, Nancy Wilson, Styx, Olivia Newton John, Vince Gil, Dane Cook, Dana Carvey, Dennis Leary, Jeff Foxworthy, the Pazargad concert series, and more. House managed events including 'The Tonight Show With Jay Leno' remote broadcasts, the US premiere and 3-year run of Queen's and Ben Elton's 'We Will Rock You' Musical. House managed performances from artists such as Tony Bennet, Aimme Mann, Al Green, Earth Wind & Fire, The Allman Brothers, Lou Rawls, Nancy Wilson, Styx, Olivia Newton John, Vince Gil, Dane Cook, Dana Carvey, Dennis Leary, Jeff Foxworthy, the Pazargad concert series, and more.