🔸 Lead all business administration functions for the company. Directly accountable for managing all financial planning, analysis and budgeting activities, as well as forecasting, cash flow analysis, revenue recognition and expense management. 🔸 Manage accounting procedures for a variety of clients, including retail, consulting, construction, manufacturing, graphic arts and non-profit organizations. 🔸 Establish and execute all accounting processes, including payroll, accounts payable, accounts receivable, multiple levels of taxation, budgeting and financial statement preparation. 🔸 Implement accounting systems for clients using QuickBooks; establish processes, policies, financial reporting and controls to drive fiscal improvements. 🔸 Create functional general ledgers for diverse companies, including non-profits.🔸 Build and manage partnerships with clients’ CPA firms to lead the annual taxation process. Recent projects include:▪️ Optimizing the financial reporting process for a large retail firm; created chart of accounts for multiple locations, as well as job costing process and short- and long-term budget plans. ▪️ Led the first major audit of a non-profit in 10 years, working with a prominent audit firm, resulting in a successful rollout of year-end financial reports to the Board of Directors.

• Manage retired physician running as a first-time candidate in Colorado House District 64, created in 2021 redistricting; seat currently occupied by first-term Republican. • Established and implemented plan-to-win number (26,244) and campaign fundraising goals ($15K). Campaign raised over $18K in cash contributions, from 147 individuals and 5 small donor committees.• Established top three policy positions for campaign – stable housing, affordable health care, and accessible public education. Met with community leaders and organizations in these arenas to refine talking points and gain understanding of deeper issues.• Determined tier-two level policy positions for campaign – gun violence reduction, reproductive rights, and LGBTQIA+ rights. Met with additional community leaders and organizations to gain clarity about the issues and solidify candidate’s stance.• Plan and create all digital advertising and external communications for the campaign, including brand management and messaging and outreach strategy. • Create all social media content and advertising. Targeting specifically HD64, to date, Meta’s reach is over 55K voters over a four-month period with over 125K impressions across Facebook and Instagram, with a total spend of just over $1,900. Additionally, LinkedIn, Threads, YouTube, TikTok, and X are actively engaging voters in their respective demographics.• Solidified campaign messaging and retained a professional speech coach to develop candidate’s public speaking skills.• Coordinated and managed 47 volunteers across the state to reach 5K voters with handwritten postcards.• Created subsequent large format postcard targeting over 10K women most likely to support reproductive rights.• Secured 11 elected official endorsements and 11 union and organizational endorsements.• Reached 20K voters via text using Scale to Win with a 12.7% reply rate and contacted another 300 voters with weekly newsletters garnering a 45% open rate.

🔸 Advise leadership teams on visibility into their business and utilizing data-driven strategic insight.🔸 Produce financial reporting packages, oversee monthly closing and reporting, manage year-end audit engagements, reconcile balance sheet accounts, and research / implement new accounting pronouncements.🔸 Key project: enabling $3M non-profit to complete year-end close and audit process.

🔸 Created and executed all business administration functions for fast-growing coworking environment. 🔸 Marketed commercial office space via social media, print, and direct sales to individuals and companies with remote workers. 🔸 Planned and executed events to promote spaces available to rent. Met with local government officials to promote the general welfare of the historic downtown district and encourage the use of the community space.

🔸Led the coordination and delivery of financial consulting for water, wastewater and solid waste clients, conducting extensive financial analysis, planning and reporting support. Prepared short- and long-term financial models for clients to ensure the attainment of operational goals and profit objectives. 🔸 Delivered analytical support for client projects, including computer modeling and database analysis. 🔸 Managed all finance and accounting operations for the business, including accounts payable, accounts receivable, payroll, financial reporting, quarterly tax reporting and budgeting. 🔸 Developed and implemented processes and procedures for the organization to meet client expectations. 🔸 Prepared financial documents in preparation for acquisition interest.

🔸 Established operating processes and procedures, aligning operational and financial goals for this startup real estate sales company. Created monthly and annual budget forecasts. Delivered key analysis and guidance through financial modeling, forecasting, cost analysis and impact of strategic finance decisions. 🔸 Managed all accounting operations, including financial reporting, accounts payable, billing & cost accounting.🔸 Provided financial planning, reporting and control functions; facilitated audits to maintain financial integrity.🔸 Led a team of 30 active agents, serving as Managing Broker.