Bio
Credentials
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CPA
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Experience
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Chief Financial Officer
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Jan 2021 - Present
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Controller
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Nov 2006 - Jul 2023
I am responsible for overseeing the work of the accounting operations of the credit union, including timely production of accurate monthly financial statements in accordance with generally accepted accounting principles, quarterly regulatory reporting and managing annual exams and audits. I am also responsible for maintaining an adequate system of accounting records and internal controls, budgeting, daily cash management, fixed asset accounting and investment accounting. As a supervisor, I am responsible for mentoring and coaching my team to develop each team member to their fullest potential.
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GL Booth JG Davis & Associates PLLC
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Longview, Washington
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CPA
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Sep 1996 - Jul 2006
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Longview, Washington
I was responsible for the preparation and review of payroll and excise taxes (Washington), income tax preparation and review (individual, partnership and corporation), financial statement preparation (compilation and review), audits of non-profit organizations and software consulting (QuickBooks and Peachtree).
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Education
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1988 - 1993Portland State University
Bachelor of Science, Business Administration with Emphasis in Accounting
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