Experience

Columbia River People's Utility District

• Utilities
• 1 - 100 Employee

• Sr. Financial Analyst

  • Jan 2014 - Present

  Manage Finance for the Utility, including budgeting, financial reporting, cost of service, rate making, cash management, investments and accounting support. Manage Finance for the Utility, including budgeting, financial reporting, cost of service, rate making, cash management, investments and accounting support.



PacifiCorp

• United States
• Utilities
• 700 & Above Employee

• Sr. Financial Analyst

  • Feb 2013 - Dec 2013

  Responsible for budgeting, financial reporting and analysis for the IT and Physical Security organizations as well as the company-wide 10-year plan. Responsible for budgeting, financial reporting and analysis for the IT and Physical Security organizations as well as the company-wide 10-year plan.



Sterling Savings Bank

• Banking
• 300 - 400 Employee

• Vice President

  • Feb 2012 - Feb 2013

  Responsible for budgeting, financial reporting and analysis for the Retail, Product and Deposit Strategy and HR groups. Responsible for budgeting, financial reporting and analysis for the Retail, Product and Deposit Strategy and HR groups.



First Independent Bank

• United States
• Banking
• 1 - 100 Employee

• Vice President of Strategy & Analysis

  • Jun 2006 - Feb 2012

  •Manage a staff of 3 overseeing Budgeting, Internal Financial Reporting, Market Research and Risk Management for the Bank •Created, presented and reported on 4 annual budgets and 4 semi-annual forecasts for the entire Bank, including 16 branches in SW Washington and Portland and over 70 cost & profit centers •Improved budgeting and reporting processes and systems to speed up delivery, increase accuracy and reduce costs •Create and publish monthly financial reports detailing performance to plan for all levels of the Bank •Built deposit pricing model and related policy used to set deposit rack rates relative to market and internal guidelines •Conduct client-level profitability analysis to support recommendations on customized product offerings •Built forward-looking liquidity stress-testing model to project cash needs and availability under multiple scenarios •Provide reporting and recommendations to Asset & Liability Committee on funding needs and interest rate risk management •Model 3 and 5 year proforma financial statements and present findings and recommendations related to the Bank’s Strategic Plan •Conduct ad hoc cost & budget analysis, trending, variance analysis, forecasting, expense analysis and other analytical work to support management decisions



PacifiCorp

• United States
• Utilities
• 700 & Above Employee

• Financial Analyst - Regulation

  • Mar 2004 - May 2006

  •Developed forecasts and analysis in the creation of the revenue requirement for multiple general rate cases, ranging from $11 M to $165 M, in Oregon (UE-170 and UE-179), Washington, Utah, Wyoming, Idaho and California•Participated in strategy meetings and provided information for the rebuttal of Oregon Senate Bill 408•Quantified the impacts of the Production Activity Deduction and other aspects of the Energy Policy Act of 2005•Forecasted and modeled revenue, expense, rate base, Schedule M-1s and deferred income taxes•Trained in FERC accounting methodology and FERC to G/L reconciliation

• Financial Analyst - Customer Service

  • Feb 2003 - Mar 2004

  •Designed a revised customer usage model that displayed average KW, KWh and KVar usage and automatically calculated load and power factors to aid customers in making business decisions•Resolved large customer requests and complaints•Modeled and compared recovery of CWIP in rate base vs. AFUDC recovery for report to executive team •Benchmarked tariff schedules for regional electric utilities•Provided billing analysis support to account managers as well as creating and distributing manual bills•Created, organized and provided training course on the customer billing system for customer account managers•Organized and supported process and system improvement projects for call centers



Delta Economic Consulting

• Financial Analyst

  • May 2001 - Jan 2003

  Conducted damages analyses in business litigation, including stock valuation/loss analysis, lost profits analysis, wrongful death and personal injury calculations and critiquing audits Analyzed company financial statements, conducting projections and creating pro-forma financial statements along with NPV, IRR, ROI and ratio analysis Prepared business appraisals, including conducting research on comparable companies, using market, sales and income approaches and compensating for minority interest and lack of marketability Created marketing plan for prospective business product and initiative, researching costs of advertising and providing print and electronic publications to potential clients and making recommendations on how to proceed Worked with company executives and attorneys from firms throughout the country to understand their financial statements, projections and marketing plans that were used to support damages analyses



Portland State University

• United States
• Higher Education
• 700 & Above Employee

• Student Ambassador

  • Sep 2000 - Mar 2001

  Nominated and selected through competitive process to represent PSU to visiting dignitaries, including governors, mayors and congressmen Part of a team that organized university events with over 1,000 attendees Nominated and selected through competitive process to represent PSU to visiting dignitaries, including governors, mayors and congressmen Part of a team that organized university events with over 1,000 attendees



Associated Students of Portland State University

• Treasurer

  • Mar 2000 - Mar 2001

  Partnered with student team to prepare budgets in excess of $150,000 Worked with executive staff making decisions affecting 15,000 students Partnered with student team to prepare budgets in excess of $150,000 Worked with executive staff making decisions affecting 15,000 students