Bio
Credentials
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Certified Public Accountant
MontanaJun, 1980- May, 2026
Experience
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Bicycle Adventures
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Redmond, WA
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Accounting & Finance
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Feb 2015 - Present
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Redmond, WA
Bicycle Adventures is a family-owned and operated company offering all-inclusive luxury cycling tours in the U.S., Canada, Chile, New Zealand, Spain and Taiwan.Our two-person team performs the company's accounting and finance tasks. My duties include payroll, accounts payable, accounting, reg...
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StrataSearch
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Sammamish, WA
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Senior Consultant
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Oct 2000 - Dec 2010
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Sammamish, WA
StrataSearch is software used to develop and implement trading systems for financial securities. Developed and sold by Avarin Systems, it is used by retail investors and professional money managers in the United States and Europe. Performed an array of design, development, testing and support tas...
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North American Energy Services
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Issaquah, WA
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Vice President, CFO & Treasurer
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Jan 1994 - Jun 1999
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Issaquah, WA
North American provided operations & maintenance services to power plants located in North America, the Caribbean and Latin America. Primarily through long-term contracts, the company and its subsidiaries generated approximately $100 million in annual revenues during my tenure.Responsible for...
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Manager, Financial Reporting
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Aug 1991 - Dec 1993
Montana Power was an electric and natural gas utility serving the western two-thirds of Montana. Through its non-utility subsidiaries, its activities included coal mining and development, production and marketing of oil and natural gas. Montana Power and its subsidiaries had total assets of $2 billion producing $1 billion in annual revenues.Responsible for the company’s financial reports issued to management, regulatory agencies and shareholders, ensuring that those reports were prepared in accordance with established procedures, Generally Accepted Accounting Principles and the requirements of the regulating agencies, including the Securities and Exchange Commission (SEC). Reported directly to the company’s Vice President & CFO.-- Re-designed annual report to shareholders to reflect industry “best practice”.-- Cooperated with state regulators to re-design their annual report to streamline preparation.-- Worked with SEC to review company’s financial reporting practices.-- Directed conversion to SEC’s electronic filing system (EDGAR).
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Manager, Internal Auditing
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Dec 1985 - Aug 1991
Responsible for conducting a comprehensive program of internal auditing throughout the Utility Division of the company. This program included operational, contract, information technology and compliance audits designed to improve the efficiency and effectiveness of the division’s systems of control. Reported directly to the division’s Vice President – Accounting & Finance and dotted line to the company’s Vice President & CFO and the Audit Committee of the Board of Directors.-- Developed and implemented a 5-Year audit plan providing improved coverage for the division.-- Commenced annual meetings with the Audit Committee of the Board of Directors.-- Expanded audit coverage for the division’s information technology activities.-- Improved the department’s reputation and acceptance within the division.
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Internal Auditor
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Sep 1982 - Dec 1985
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Ernst & Whinney
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Anchorage, AK
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Senior Auditor
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Sep 1980 - Aug 1982
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Anchorage, AK
Responsible for planning, supervising and performing audits and reviews of clients’ financial statements and preparing related Federal tax returns. Clients included publicly traded companies, privately held firms and non-profit organizations in banking, retail, radio broadcasting and health care.
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Education
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1975 - 1980The University of Montana
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1990 -University of Michigan
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