Responsible for direction of the Finance, Accounting, Budget and Procurement departments for the district. Teams under direction include 50 employees in accounting, grant accounting, Accounts Payable, Accounts Receivable, Investments, Debt Management and Accounting, Procurement, and Budget. Manage the annual budget process, including facilitation of community budget teams, and process improvement teams. Establish and monitor compliance with accounting and financial reporting policies and procedures. Direct the preparation of the agency’s annual audited financial statements and reports, and manage implementation of new accounting guidance.

Direct and manage the work of the agency’s Accounting Department. Responsible for hiring, training and management of 17 staff members. Establish and monitor compliance with accounting and financial reporting policies and procedures. Responsible for the management of all financial audits and reviews, resulting in nine years of unmodified/unqualified audit opinions, and no federal findings in the last seven years. Direct the preparation of the agency’s annual audited financial statements and reports, and manage implementation of new accounting guidance. Evaluate and account for complex transactions, to ensure that accounting and reporting are transparent and compliant with all standards and regulations. Implement and maintain accounting processes, procedures and internal controls. Act as trustee and fiduciary on Agency Pension Plans, including two 401(a) Defined Contribution plans, one 457 Deferred Compensation Plan, and the Management Defined Benefit Plan. Delegated to act as Chief Administrative Officer for the Agency’s two Defined Benefit pension plans, with responsibilities including monthly funding of the plans, monitoring of investment activity and performance, and allocation of investments in the plan in accordance with plan investment policies. Responsible for agency compliance with Oregon budget law, including monitoring results and completing necessary budget transfers to ensure ongoing compliance. Direct agency issuance of debt and debt compliance, including development of offering statements, EMMA reporting and working with finance team and underwriters on all stages of issuance. Provide support for the agency Chief Financial Officer, including accounting research, financial analysis, completion of board resolutions and presentation support.

Managed accounting and financial reporting for a broker dealer with over 800 registered representatives. Responsible for three staff performing commission calculations and payments, and one accountant. Ensured compliance with SEC regulations. Managed annual audits of the broker dealer, and required SEC reporting. Ensured that Member Firms of M Financial Group received appropriate support. Obtained and upheld Series 27 and Series 63 licenses.

Managed Accounting Department with 25 staff members for multi-entity insurance company with consolidated revenues of over $3 billion. Implemented financial analysis function including industry comparisons, key performance indicator analysis, and decision support. Responsible for budget process, financial reporting (including internal financial statements and statutory filings), communication with various agencies, and financial and regulatory audits. Managed implementation of analytical data mart for the finance division, which included development of analytical reports, determination of data elements, and full documentation of the data. Developed and implemented multiple process improvements within the finance function, resulting in more consistent reporting of data, improvement of internal controls and more efficient processing of financial information. Participated on multiple cross functional teams at the senior management level, including implementation of new products, quality improvement of operational activities and review of various professional service contracts. Implemented staff improvement programs including regular monthly staff meetings, routine daily communication with staff and program to allow staff to obtain Oregon CPA license via work experience.

Managed Finance Department of Ophthalmology practice group with annual revenue of $25 million. Responsible for consolidated financial reporting, operational analysis, contract review, and financial analysis. Selected and implemented consolidated accounting system software, including complete revision of management reporting and chart of accounts. Defined and implemented physician compensation plan, including financial analysis of plan impact and evaluation of compliance with federal regulations. Implemented budget process and revised budget model. Responsible for management of financial personnel. Managed processing of disbursement, purchasing transactions, payroll, physician compensation and practice group accounting. Developed, implemented and monitored departmental operating and strategic plans, in collaboration with Department Chair. Successfully directed and managed practice group merger with OHSU consolidated group practice. Provided decision support for all physicians in the practice group, including analysis of retirement plans and impacts of compensation plan.

Managed accounting department for medical group with annual revenue of $50 million. Responsible for payroll, accounts payable, cash receipts, accounting and financial reporting. Monitored cash flow on a daily basis and responded as necessary to ensure adequate cash balances. Implemented accounting controls, policies and procedures, and improved departmental workflow, resulting in a 1 FTE reduction in accounting staff. Responsible for conversion of accounting system, including complete revision of chart of accounts and management reporting. Implemented budget model for profit and loss, cash flow, and balance sheet. Responsible for training, hiring, termination and evaluation of accounting staff.

Completed financial plans, annual budgets and annual rate setting forecasts for Dental Program with $40 million in revenue. Provided productivity and operational analysis, and decision support. Performed monthly financial accounting review. Provided operational guidance and analytical assistance to 13 clinics, dental lab, appointment center and patient records center. Improved and created numerous models including financial forecasts, monthly operations report, and productivity reports. Facilitated and acted as team member on Quality Improvement process teams. Provided training and support to non-financial personnel regarding the relationships between financial results and day-to-day operations.

Participated on the team that converted the computerized General Ledger system to IBM compatible software. Responsible for completion of over 50 management reports. Documented system requirements. Formatted and developed various reports including trend statements, budgeting tools, and analytical information, resulting in increased accuracy of financial data.

Managed audit and review services for clients, resulting in professional annual financial reports. Performed Single Audits of various Oregon entities. Provided problem solving, analytical reports, financial forecasts and business recommendations to clients, resulting in cost savings and improved internal controls. Supervised, trained and recruited over 30 staff members. Provided a positive work environment, which resulted in motivation of staff members and reduction of staff hours on each engagement by an average of 20%.