Brian York Email & Phone Number

Portland, OR, US

Portland, OR, US

Gresham, Oregon, US

• Manage Accounting, Information Systems and Development (revenue) teams (10 total reports) drive increased organizational efficiency by using project management and data driven tools and workflow tracking systems
• Managed funder and regulatory relationships and updated other out of date heavily regulated activities, built out structure to manage procurements and unusual expenses to reduce cash flow shortages by 50%
• Orchestrated development department initial funding, revenue prioritization scheme to drive organizational growth and mitigate cash-flow growth, unified reporting and communication plans to present consistent messaging
• Centralized staff training and planning, created system to match staff development to competency matrix
• Resolved 10 years of compliance and monitoring issues through a variety of process improvements and optimizations as well as system implementations organization wide to mitigate risk and adhere to regulatory.
• Aligned strategic communication plan, with targets for various channels and intended audiences for intentional communications, mapped out analysis of internal functions; contributed to first external annual report of.

Gresham, Oregon, US

• Manage Accounting and HR teams (11 direct reports) setting agency-wide policies regarding expenses, manage cash flow and regulatory compliance, regulatory filings, present financial statements to Board of directors.
• Rewrote accounting policies and procedures manual from scratch from decade old policies and procedures inconsistent with practical and legal requirements to comply with 2 CFR 200
• Implemented appropriate internal controls to comply with single audit provisions and satisfy various federal, state, local, and private funder requirements, mitigating risk of disallowed cost by 99%
• Coordinated payroll outsourcing with multiple stakeholders including HRMS and linked LMS system and revamped agency wide compensation, reducing staff time spent on internal payroll by 50% of an FTE
• Revamped agency wide compensation system that and roles updating from a time in grade system to inflation linked bands with merit increases to ensure non-discrimination and DE&I initiatives met reducing staff turnover.
• Performed statutorily required RFP for audit services, overdue by 5 years

Gresham, Oregon, US

• Manage 7-person accounting team, setting policies and procedures to manage cash flow and regulatory compliance, external audits, tax filings such as 990 and business taxes, presentation of financial statements to Board.
• Recruited and trained 4 AP clerks, 2 Payroll accountants, and 2 Senior Staff accountants due to 100% turnover in finance staff, with complete lack of documentation of regular procedures, documented and trained staff on.
• Managed volatile funding situation during Pandemic crisis, 400% year over year revenue growth, mastered unique CARES act exclusions and rules during funding spike, solved budgetary problems created by new funding
• Optimized and documented system of posting entries to accounting system, speeding up time to review batches by 40% and creating documentation to support internal control structure for auditing and monitoring purposes
• Closed out prior year audit process, supplying necessary schedules and information to auditors, resolving discrepancies, liaised with auditors for 990 filing, presented all filings to board for approval

Gresham, Oregon, US

• Perform grant billing and receivables, special projects, and revenue related GL entries
• Created grant spend down tracking dashboard for internal cross departmental distribution, decreased time to necessary to perform weekly funder billing process by 50% using vlookups and standard export
• Documented and streamlined billing process to simplify reconciliations and satisfy audit requirements, set policies for billing cut off and created procedures for training new staff, reduced reconciliation time by 90%

Menlo Park, CA, US

• Respond to client needs and provide insight into process and procedures to increase efficiency or accuracy while performing duties while clients assessed staffing situations
• Implemented excel version of quarterly total financial package that allows simple cut and paste data entry reflecting current year, year-to-date and last year using tables and graphs with volatile updating using.
• Created templates, documentation for notes to financial statement processes for client to simplify process, guarantee accuracy, meet requirements of Sarbanes Oxley section 404(B), reduced misstatement risk by 10%
• Created schedules for Q-Filings as well as underlying support for schedules to meet auditory requirements and documented and improved process
• Handled daily accounting functions, month end close and journal entry process
• Created cash forecast reports and daily cash flash exposure to manage treasury functions

• Teach farmers basic concepts (in Spanish) such as time value of money and fixed and variable costs, creating organizational documents and training documents, managing vendor relationships with new-formed cooperativa
• Performed budgeting and cash flow analysis for incubator organization allowing location expansion
• Implemented business start-up package for franchise location including financial analysis tools and guidance
• Created 501(c)(3) entity, handled regulatory filings and organizational bylaws and other documents, recruited and trained board of directors to manage organization
• Create pro form financial statements using US GAAP and IFRS methodologies for decision making, tax and educational purposes
• Train board members on board governance, basic cost allowability and grant application and operations

Seattle, WA, US

• Oversee cash flow and projections, closing fed account out, working with brokered CD vendors for medium term funding needs, managing counterparty relationships
• Oversaw the preparation of daily cash forecast to ensure adequate cash levels are maintained and targeted daily
• Planned and executed over 1 billion dollars in borrowings
• Monitored all bank’s corporate operating accounts and balances for the firm and reviewed monthly bank charges.
• Assessed the collateral value of counterparties and maintained a prudent level of cash/securities in margin accounts
• Created brokered CD offerings and maintained relationships with counterparty lenders and brokers

• Scheduled tutors to ensure availability, provided tutoring services on a variety of subjects
• Assisted students in understanding complex topics in accounting, focus on conceptual understanding and application of those concepts to specific problems
• Developed system to track tutoring hours and charge to departments and classes allowing allocation by discipline and better training and availability of skills needed
• Tutored students: freshman through executive MBA on topics: cost accounting, financial accounting, writing, economics, finance, excel
• Wrote guide for creating spreadsheets using the SPEAR method, distributed to accounting majors at SU

St. Louis, Missouri, US

Working closely with faculty, staff and Becker personnel to advise students about opportunities and availability of CPA and other professional education opportunities to fully leverage their education with professional certificationsGenerated leads for sales territoryCoordinated quarterly presentations to educate students in conjunction with account manager

Puyallup, WA, US

• Completed all accounting processes: A/P, A/R, Payroll, F/S preparation, budget and board presentation
• Resolved overestimation of receivables and write down of $250,00, managed board understanding of error and fixes to ensure no repetition, reassured funders as to stewardship of fund and lost 0% of funding as a result.
• Used balance sheet approach to fix outstanding problems in general ledger in preparation for audit
• Modified chart of accounts to make accounting function serve reporting and cost reimbursement grant billing
• Revised accounting policies and created system of internal controls, documented process and procedures
• Assisted in grant writing process to ensure that measurable outcomes are documentable to support future reimbursements

Research securities for possible inclusion in the fund, analyzed risk and diversification value of possible stocks in accordance with fund and Seattle University ethics guidelines.

Master Of Professional Accounting, Accounting, Valuation

Bachelor Of Business Administration (B.B.A.), Accounting

Associates Degree, Emphasis In Mathematics

Master Of Business Administration - Mba, Business