• Directly supervise all financial and payroll-related activities for a family office in the Seattle area.• Fiduciary responsibility for all trust and entity financial statements.• Maintain Statement of Net Worth schedules. Coordinate with investment team and review weekly cash flow projections for planning purposes.• Liaise with insurance provider, preparing insurance inventory schedules and keeping track of all insured assets.• Coordinate with external tax managers and review tax returns and schedules as needed.• Communicate with external legal advisors regarding transactions impacting the financial statements.

• Directly supervise a team of six accountants to prepare monthly financial statements for over 670 trusts and related investment entities for a family office, with assets under management in excess of $6 billion.• Maintain and update weekly cash flow projections for planning purposes. Involves high volume data download and analysis through Microsoft Access and Excel.• Prepare trust accounting income (TAI) calculations for mandatory income distributions to beneficiaries.• Liaison with tax preparers to aid in tax compliance schedules and annual K-1 tax adjustments to the financial statements.• Converted accounting records from Quickbooks to new ERP software that allows for automatic posting at the trust level of consolidated cash transactions, as well as the spread of allocated interest to all clients. Ongoing system administrator for new software.• Prepare monthly flash reports for personal accounts and custom analyses upon demand.• Coordinate with external auditors to provide PBC schedules and any requested information.

• Supervised a team of three accountants in the preparation of all monthly and annual financial statements for Caribbean Sun Airlines, Inc., Caribbean Star Airlines, Ltd., and their affiliates. Prepared consolidated financial statements for the airlines group of companies.• Supervised a team of eleven analysts in the payment of all accounts payable for Caribbean Sun Airlines, Inc. and the U.S. dollar accounts payable for Caribbean Star Airlines, Ltd.• Responsible for the coordination of internal and external audits for the airlines.• Maintained inter-company reconciliations between the airlines and other Stanford companies.• Projected cash funding requirements for Caribbean Star Airlines, Ltd.• Performed financial analysis of all accounts as required.

• Assisted in outsourcing end-to-end payroll processing for over 33,000 employees spanning 49 states, including both straight-time employees and more than 10,000 commissioned sales representatives at 2,300 locations nationwide and with more than 500 union contracts.• Hired and trained a shared services team of payroll professionals.• Outsourced payroll processing duties to offshore location in Curitiba, Brazil. Trained team of Brazilian payroll professionals with assistance from Portuguese translator.• Received extensive SAP H/R training from some of the world’s leading experts in SAP H/R.• Worked with the SAP H/R configuration experts to design and write user scripts for the on-line quick reference tool.

• Chief Financial Officer for City of Rosenberg. Total financial responsibility for city transactions, including: cash and investment strategy and activities, debt issuance and capital projects accounting, General Ledger maintenance, budgeting, financial planning, payroll, purchasing, risk management, tax collection, utility billing, fleet maintenance and municipal court.• Investment Officer for the Rosenberg Development Corporation.• Member: Rosenberg Convention and Visitors’ Bureau, Volunteer Fireman’s Pension Board.• Directly supervised fifteen employees in four divisions: Financial Accounting, Tax Assessing and Collecting, Fleet Maintenance and Utility Billing.• Designated team leader in all major City projects, especially in relation to financial matters: - Create of a Popular Annual Financial Report which achieved certificate of excellence recognition by GFOA in its first year of production. This report also won a third-place nationwide award for popular reporting through 3CMA. - Development of a five year long-term financial forecast. - Restructuring of Municipal Court to improve efficiency. - Creation of a salary administration and merit pay program. - Purchase and conversion of the City’s integrated financial system. - Purchase of an integrated City-wide telecommunications network.

Financial Manager, Finance Division (4/96 – 1/97)Financial Analyst III, Investments and Debt Management (7/94 – 4/96)Financial Analyst II, Investments and Debt Management (2/93 – 7/94)Assistant City Controller I, Investments and Debt Management (8/92 – 2/93)Intern, Arbitrage Project (6/92 – 8/92)• Held total financial responsibility for the General Debt Service Fund, General Long-term Debt Account Group, Capital Projects Fund, accounting for annexed districts and discretely presented component units.• Responsible for the calculation and apportionment of the investment earnings on the City’s pooled investments (approximately $1.5 billion in assets).• Maintained the City’s General Debt Service Fund Arbitrage and Investment Management. System.• Senior analyst for the Arbitrage team. Supervised and coordinated activities of arbitrage project members. Coordinated and controlled several key projects needed for filing the City’s Arbitrage rebate payments.• Managed the Arbitrage Driven Investment Strategy committee, charged with developing and monitoring investment strategies enabling the City to maximize retention of interest earnings