● Manage the Finance and Contract Compliance Departments for a regional non-profit with three companies, 26 locations, and $12 million in revenue● Support agency decision-making with financial reporting and analysis for the Board of Directors, the Chief Executive Officer, and the senior leadership teamReview and report on performance compared to budget; and recommend corrective actions● Analyze agency performance, including programs, properties, and project profitability● Guide program directors and managers with program budgeting, and reporting● Prepare, present, and review financial reports for external auditors, program reviewers, and regulators● Support grant administration, including fiscal management, reporting, compliance, and program reviews● Administer general ledger and fund accounting for 20+ programs, 26 locations, and 3 non-profits● Develop, implement, and administer accounting/finance policies and procedures● Manage five accounting, finance, and contract staff as required

● Manage the Finance, IT, and Facilities Departments for a regional non-profit with six locations that grew from $14 million to $45 million in revenue● Lead agency decision-making with financial analysis and reports for the Board of Directors, the Chief Executive Officer, and the senior leadership team● Review and report on financial performance compared to budget; and recommend corrective actions● Analyze programs with forecasts and financial modeling, including program and project profitability● Guide program directors and managers with program management, budgeting, and reporting● Prepare, present, and review financial reports for external auditors, program reviewers, and regulators● Support grant administration, including fiscal management, reporting, and program reviews● Administer general ledger accounting, fund accounting for 40+ programs, accounts receivable, accounts payable, payroll, cash, and investments● Develop, implement, and administer accounting/finance policies and procedures● Manage four or more accounting, finance, and other staff as required

● Managed Finance Department for a regional non-profit with 20+ locations and $25 million in revenue● Prepared, reviewed, and presented financial analysis and reports for the Board of Directors, the Chief Executive Officer and the senior leadership team, external auditors, and regulators● Reviewed and reported on financial performance compared to budget and recommend corrective actions● Analyzed programs with forecasts and financial modeling, including program and project profitability● Assisted program directors and managers with budget development and reporting● Supported grant administration, including fiscal management, reporting, and program reviews● Finance responsibilities include general ledger accounting, fund accounting for 50+ programs, accounts receivable, accounts payable, payroll, cash, and investments● Developed, implemented, and administered accounting/finance policies and procedures● Managed department staff

● Prepared and reported on strategic plans, budgets, and forecasts, including variance analysis● Prepared, reviewed, and presented financial, investment, and regulatory reports for the Board of Directors and external auditors● Managed cash and investments, including administration and analysis● Administered grants, including application preparation, management, and reporting● Managed membership development and fundraising – grew total annual contributions from $28 thousand to more than $122 thousand, secured over $5 million in grants● Managed land protection projects, including budgeting, administration and stewardship – completed over 60 conservation easements for 7,110 acres and 11 acquisitions for 1,674 acres, increased total acres conserved from 546 acres to 9,326 acres● Managed external relationships with donors, landowners, towns, state agencies, and foundations ● Negotiated and administered vendor contracts

● Managed Finance Department for a $100 million credit union● Analyzed financial performance compared to long-term operational goals, budgets and forecasts● Prepared and reported on strategic plans, budgets, and forecasts, including variance analysis● Conducted financial analysis projects and modeling, including product and cost center profitability● Prepared, reviewed, and presented financial and investment reports for the Boards of Directors, the CEO and the executive leadership team, auditors and regulators● Evaluated investment / liability profitability and reviewed security transfers● Managed cash and investments, including administration and analysis● Developed and implemented accounting/financial policies, procedures and processes● Administered general ledger accounting, accounts receivable, and accounts payable● Implemented systems and software to provide financial and operational information● Supervised general ledger system and back office operations – deposit accounts, cards, and loans● Managed accounting, finance, and other staff as required● Negotiated and administered vendor contracts

Served as Interim Chief Executive Officer during position vacancy.

● Managed Finance and Operations Department for a $200 mutual bank● Managed Finance and Operations Department for a $200 mutual bankAnalyzed financial performance compared to long-term operational goals, budgets and forecasts● Prepared and reported on strategic plans, budgets, and forecasts, including variance analysis● Conducted financial analysis projects and modeling, including product and cost center profitability● Prepared, reviewed, and presented financial and investment reports for the Boards of Directors, the CEO and the executive leadership team, auditors and regulators● Evaluated investment / liability profitability and reviewed security transfers● Managed cash and investments, including administration and analysis● Developed and implemented accounting/financial policies, procedures and processes● Administered general ledger accounting, accounts receivable, and accounts payable● Implemented systems and software to provide financial and operational information● Supervised general ledger system and back office operations – deposit account, cards, and loans● Evaluated investment and liability profitability and reviewing security transfers● Managed accounting, finance, and other staff as required● Supervised human resource, benefits, and payroll administration● Administered small company LAN/WANs, personal computers, and software● Negotiated and administered vendor contracts

● Conducted financial analysis projects and modeling, including product and cost center profitability● Prepared financial analysis and reports for the Board of Directors and Board sub-committees – including cost center and product profit analyses● Evaluated investment / liability profitability and reviewed security transfers

● Forecasted financial results● Prepared financial analysis and reports for the Board of Directors and Board sub-committees – including cost center and product profit analyses● Evaluated investment / liability profitability and reviewed security transfers● Managed cash and investments, including administration and analysis● Developed budgets and project plans

● Prepared general ledger entries, reconciled accounts, supervised general ledger accounting, accounts receivable, and accounts payable

● Administered FDIC accounting/financial policies and procedures for failed bank resolutions● Evaluated asset and liability financial values● Prepared and reviewed financial reports● Prepared general ledger entries

● Evaluated asset and liability financial values● Prepared general ledger entries

● Gathered raw data from insurance companies and regulatory agencies, analyzed it along with Senior Researchers, and drafted the results included in publications of our studiesPublication:Boden, L. I., Kern, D. E., & Gardner, J. A. (1991). Reducing litigation: Using disability guidelines and state evaluators in Oregon. Cambridge, MA: Workers Compensation Research Institute.