Experience

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  Self-employed

  • Yellow Springs, Ohio

  • Bookkeeper

    • Sep 2014 - Present
    • Yellow Springs, Ohio
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  McKinley Money Matters, LLC

  • Yellow Springs, Ohio

  • Bookkeeper

    • Sep 2014 - Present
    • Yellow Springs, Ohio

    Bookkeping services for: -small businesses -non-profit organizations-governmental entitiesServices include:-Financial Planning-Trust Accounting-Asset Management

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  Village of Yellow Springs

  • Yellow Springs, Ohio

  • Treasurer

    • Mar 2007 - Present
    • Yellow Springs, Ohio

    Recommend changes in investment products that assure governmental compliance, liquidity needs, budget adherence, and investment goals.Research changes in regulatory requirements, including attending continuing education programs offered by state agencies.Coordinate and implement changes of invest...

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  eHealth Data Solutions

  • Yellow Springs, Ohio

  • Business Operations Analyst

    • Jun 2010 - Dec 2014
    • Yellow Springs, Ohio

    Mapped company financial trends and made appropriate recommendations to the executives and management team of a medical software company (over $4M in annual sales). Prepared monthly management reports — including past due receivables, revenue and billing. This data was used to set long-term compa...

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  Yellow Springs Community Foundation

  • Yellow Springs

  • Financial Assistant

    • Sep 2006 - Aug 2013
    • Yellow Springs

    Maintained and reconciled bookkeeping systems (Quickbooks and Excel) for a community foundation with over $11M in assets. Presented both written and verbal monthly financial reports for Trustees’ board meetings. Compiled and presented annual financial report for publication. Worked with CPA to pr...

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  Miami Valley Pension, LLC

  • Dayton, Ohio Area

  • Manager 401(k) Department

    • Aug 1990 - Jun 2006
    • Dayton, Ohio Area

    Supervised up to seven people in a department which serviced the 401(k) plans of approximately 200 small to medium sized business clients. Wrote and conducted annual reviews, supervised, trained, and mentored plan administrators. Worked on the trust accounting and valuation reports for complex pl...

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  The Wyatt Company

  • San Francisco, California

  • Pension Plan Administrator

    • Aug 1987 - Aug 1990
    • San Francisco, California

    Worked on the trust accounting and valuation reports for qualified retirement plans for large national companies. These were complex plans with multiple investment arrangements and multiple investment advisers.Assured compliance with IRS and Department of Labor regulations, and completed annual c...