A large non-profit organization that collaborates with partners, donors, and residents of Anchorage creating and funding solutions that strengthens the community.💥 Negotiate, maintain, and ensure compliance with contracts and agreements maximize performance.💥 Oversee the payroll function and ensure compliance with all 403b plan documents and federal and state regulations.💥 Review, analyze, and report on monthly results; update strategic financial plans and forecasts; provide monthly financial reporting to internal and external stakeholders; oversee grant administration; and manage key contracts.💥 Conduct program reviews and analyses in managing UWA’s portfolio of programs to best balance between budgeted results and mission effectiveness.💥 Monitor the performance and application of investment funds, currently valued at $6.5 million.💥 Prepare all Board materials to two Board subcommittees: Finance and Audit and also serves on selected task force groups (e.g. Strategic Planning), as needed.💥 Prepare and present summary financial information at meetings of the Board of Directors.💥 Develop and oversee the annual budget in excess of $10 million.💥 Prepare cash flow projections and ensure adequate funding.💥 Oversee all Human Resources related activities within the organization.

A leading provider of IT & Operations solutions in North America and Western Europe.💥 Acted as Senior IT Project Manager for client implementation of Manage Engine (a unified endpoint enterprise IT Operations, Security and Service Management System) including integrations with various products including Service Desk Plus, Desktop Central, Ops Manager, Active Directory and Asset Management. This project was implemented using a hybrid approach utilizing Agile and Waterfall project management methodologies and was implemented in a remote environment.💥 Acted as Senior IT Project Manager for client implementation of Corporate Data Governance including data loss prevention and data classification. Implementation included installation and configuration of Force Point Endpoint and Microsoft AIP Scanners💥 Senior IT Project Manager on behalf of the Municipality of Anchorage (MOA) as seller for the Anchorage Municipal Light & Power (ML&P) merger into Chugach Electric Association (CEA). Managed the transfer of all ML&P related servers, software applications, communications systems, email, and other infrastructure items out of MOA network to its own separate, independent domain pending cut-over date. Managed the identification and assignment of all related systems and software licenses from MOA to CEA. Facilitated and identified business processes in collaboration with functional business leaders requiring IT and Systems Applications support throughout the merger process.

Federally chartered credit union providing consumer and commercial financial services to over 78,000 members. Responsible for product and service lifecycle management, including pricing, monitoring and product profitability. Accountable for major project initiatives within the organization including new branches, business services, software application implementation, online & mobile banking upgrades, credit card/debit card & digital wallet initiatives, corporate name change, enterprise risk management, vendor management, business analytics and over 60 other projects. Identify, recommend and implement process improvements within the organization in collaboration with the executive team. Chair of the credit union’s Risk Management Committee.💥 Led project of building a new branch in a different market (outside of Alaska) which led to an increase in 14,000 members, $23 million in deposits and $110 million in loans within 3 years💥 Implemented a fully allocated product profitability model within the credit union resulting in aligning organizational perception to reality💥 Led implementation of Business Services, including development of sales & marketing strategies which resulted in growth of the business line to over 3,000 businesses, $32 million in average deposits and $660,000 in additional revenue💥 Created a broad integrated campaign and led project team for corporate name change which included re-branding of an already well-known organization in Alaska. This included corporate signage throughout the branch system, corporate vehicles, business cards, brochures, forms, legal documents, website, social media, credit/debit cards, online and mobile banking, radio and tv commercials. Every member touch point was re-branded💥 Led Organizational Change Management team during successful Nuvision CU and Denali CU merger requiring over 623 process changes; identified and addressed various impacts to members and employees

Professional services firm providing business and accounting services to school districts, municipalities and non-profit organizations. 💥 As Chief Financial Officer to assigned school district clients, including oversight for payroll, accounts payable, accounts receivable, food services, and audits. Identified efficiencies and cost controls through automation and reduction in paper. Responsible for grant administration, reimbursement, and reporting to appropriate agencies. Present budgets, financial reports, and business recommendations to Superintendent and the Board of Education. 💥 Designed, implemented and managed information systems infrastructure, providing remote employee access to company network from client sites.💥 Program Manager for a prototype teacher housing project in the native village of Venetie for the Yukon Flats School District in collaboration with Cold Climate Housing Research Center and a grant from Alaska Housing Finance Corporation.💥 Advisor to Superintendent in Teacher Contract Negotiations.

An Alaska road system lodge providing lodging, full restaurant and event facilities. Purchased, remodeled, and revitalized an Alaska landmark lodge. Responsible for all financial and operational activities including accounting, payroll, facilities, information systems, vendor relations, menu planning, product costing, and distribution.💥 Grew annual guest count over 60,000 and respective revenues over $2.4MM despite nationwide financial crisis💥 Voted “2010 Best Lodge in the Mat-Su Valley” in local newspaper reader’s survey poll

Software firm providing trust and investment management accounting systems and back office accounting services to banks, trust companies, and registered investment advisors. Consultant and solution provider to bank and trust company clients. Clients included Bank of Idaho, Bank of Utah, and First National Bank Alaska. Managed sales, business development, accounting and operational functions.💥 Penetrated product and services on the west coast market for the first time by planning and executing effective business development strategies💥 Overhauled project management process for conversions to company’s software application resulting in ability to support 13 software conversions simultaneously at any given time while improving the customer conversion experience

Alaska USA Trust Company, a wholly-owned subsidiary of Alaska USA Federal Credit Union, providing personal trust, investment, management, institutional custody, and registrar/paying agent service to individuals and institutions. Managed sales and business development functions, including new product rollouts, key account management, and customer relationship development. Designed, implemented and managed operational and information systems infrastructure.💥 Organized and grew a new company from $0 to $6 Billion in assets under administration💥 Designed and implemented the operational and systems infrastructure of Members Trust Company in collaboration with CUNA Mutual Group and Suncoast Schools Credit Union💥 Member of Alaska USA Federal Credit Union Executive Leadership Team

💥 Directed all operational and systems activities for a $2 billion trust company, including budgeting and financial reporting, capital expenditures, project management, disaster recovery planning, training, audit and regulatory examinations, and vendor contract negotiations💥 Reorganized internal operations and leveraged available technology to accommodate growth from $756 million to $2 billion in assets under administration within a year, with no additions to staff while increasing service and processing quality.💥 Designed, planned and implemented upgrade of entire systems infrastructure.

💥 Directly responsible for all securities processing activity for $60 billion in trust assets for Seafirst Bank and Bank of America. 💥 Fund accounting manager for over $3 billion in short-term investment funds.💥 Monitored all trust related cash flows into bank and ensured all uninvested funds were properly collateralized.