Volunteer counseling services to local businesses and start-up companies. Develop and present Financial Planning workshops.

Reporting to President and CEO, directs the organization’s financial planning and accounting practices as well as its relationship with lending institutions, board of directors and the financial community. Responsibilities include preparation of financial statements, budget management, annual audit, insurance coverage, bank reconciliations and financial reporting.

Treasurer for local non-profit organization that seeks to protect the wetland ecosystem in the Beaver Creek watershed through partnerships, community networks and public education. BCWA supports the retention of wetlands within the protection corridor and encourages the restoration of wetland and traditional upland habitats, such as forests and prairies. BCWA promotes the use of these protected areas for education, research and recreation.

Direct all accounting and finance planning and reporting for non-profit public radio station, reporting to General Manager, Finance Committee and Resource Board. Develop financial forecasts in support of strategic planning efforts.

Adjunct Faculty teaching upper level Finance courses. Volunteer consulting services in the research, development and implementation of non-degree certification preparation, and training programs in Finance, Financial Services and Entrepreneurism.

Provide management and technical expertise in the evaluation, feasibility, design, financial analysis and sourcing of solar PV projects.

Managed investment and growth opportunities focused on energy, renewable energy projects (wind, solar, biomass) and mergers and acquisitions.

TDH is a full service global advertising agency offering marketing, advertising, research and communications services to clients ranging from start-ups to Fortune 500, NYSE-listed industrial companies. As Treasurer/Controller of TDH and three affiliate companies, directed all accounting, cash management, purchasing, payroll and benefits, accounts payable/receivable and investment functions.•Implemented cash management program which generated an additional $6,000 annually.•Identified and implemented cost savings to reduce operating expenses by 10%.•Established financial processes/controls that enhanced productivity by 20%. •Designed, implemented and managed 401(k) employee savings plan with profit sharing.•Restructured employee insurance plans to reduce premiums 52% while increasing benefits.