Cowlitz Indian Tribe (Aug-Nov23)Consolidation of grant budgets, initiated historical headcount reports vs budget, budget process improvements, budget healthcare assumptions, created tracking and schedule documents, various accounting reclassification entry uploads.

Lead the corporate budget development, collecting and consolidating budgets from over 250 departments in Excel. Then began configuring and setting up a planning software system to handle their next budget cycle. Report writing and template design,

Hydro Power Utility: Capital labor analysis and time reporting policy, corporate budget development roll-out, CapEx strategic planning, KPI tracking, financial reporting improvements, Treasury cash forecasting, debt reporting, and Finance projects.

Providence Health. Project for Large Healthcare Provider: Built-out new commission plan across Group and Medicare sales staff. Complex compensation plans with multiple triggers for bonus payments by new monthly customer size, YTD group size, plan types, promotional bonus types, and KPI achievements.Sr. Manager, Strategic Finance: Cookware manufacturing company *Budget development, expense analysis, determine KPIs*Business operations scenario planning*Chart metrics for investor presentation*Sales pipeline forecastFinance Director: Drug Testing Lab & Background Check Company *Create long-range financial projections for profitability and debt reduction*General financial advisor

Reviewed financial statements and cash flow projections to determine financial health of schools. Created funding strategy for troubled schools to anticipate cash needs and proposed recovery scenarios. Prepared pricing estimates to purchase inconsistent, or undetermined state payments for charter schools.• Constructed a deal completion workflow for all functions and personnel involved in funding process. Established workflow tracking into software system (Salesforce) for visibility of deal status • Developed and tested new investor payable reports in FileMakerPro

I worked in Strategic Finance and Long Range Planning with a major focus on financial systems. I have experience with SAP, Oracle, Hyperion Planning, and ancillary systems.• Managed the annual corporate budget cycle, trained company-wide users on software. Responsible for operating lease and bond amortization calculations.• Budget ERP system administrator. Set up Test and Dev environments for implementations and upgrades. Managed user security and workflow. Updated calc scripts, business rules and built screens for user input. • Strategic business planning of workforce, capital expense, detailed revenue, expense and allocations. Developed workforce (1000 headcount), capital expense (1.9B), revenue ($970M) and expense budgets ($160M) at the cost-center and line item level. • Streamlined benefit calculations and pension allocations allowing flexibility that greatly reduced resubmission time when headcount budget changes were frequently made• Developed a statistical tracking system for monthly reporting. Successfully implemented company-wide making personnel forecasts visible and accountable.. Aligned Payroll, HR, Accounting, Business Unit on new hire approvals, personnel expense, transfers and open positions.• Managed implementation and upgrade teams for annual financial system maintenance. • Directed the company-wide implementation of Hyperion Planning and ancillary systems. Led external consultants and internal finance, accounting and IT personnel. Full life cycle involvement from RFP to configuration and systems administration. Conducted company-wide user training sessions, created training manuals, designed and tested upgrades • Solved on-going issues and new system requirements. Supervised a team of business analysts and external consultants to automate complicated data export and imports between Oracle and Hyperion. Coordinated the build of inter-system reconciliation tools

Responsible for internal, external, monthly, quarterly and year end reports. Prepared the Annual Report and footnotes from beginning thru external audit. Developed scorecard and status reports for Scottish Power board and executive team meetings. Prepared financial statements, revenue and profit analysis. Data transfers between SAP and other systems.

Accounting Supervisor – Knowledge UniverseManaged accounting team. Optimized account reconciliation process. Coached a struggling employee.Sr. Financial Analyst – Nacco Materials Handling GroupConsolidated worldwide financials for month end/year end reporting. Designed, and maintained global and division management reporting. Prepared schedules and support for 10K annual report. Sr. Financial Analyst – FreightlinerPrepared comprehensive analysis and business review reports for senior management on two business units plus current economic factors. Heavy data manipulation and analysis for results explanations. Finance Manager - OHSU - Provided high-level financial analysis support to Director. Designed management and productivity reports, workload assessment and staff expectation documents. • Instituted a performance rating system using one–on-one employee meetings, gathering employee feedback, setting up work teams for cross-training, determining measurable performance behaviors in a union environment. (OHSU)Sr. Accountant - NIKE - Savier, Inc.Closed down operations of shoe and clothing manufacturer. • Liaison to foreign distributors. Executed athlete contract closures and payments, processed vendor contract termination and facilities transfer. • Managed collection and legal agencies. Negotiated retailer supply and account balances. • Monthly and yearly financial and tax reporting

Finance ManagerDirected and developed budget process. Composed monthly and quarterly forecasts and narratives for all departments in detailed and summary formats. Designed and maintained financial reports in SAP. • Built contract pricing model to assist field salespeople quoting new customer contracts while ensuring revenue margins were maintained. The model used estimated equipment, personnel and maintenance/utility expenses and returned quotes by level of service desired• Improved the sales process by creating transparency involving every department: executive contract approval, accounting invoice timing, equipment financing decisions, asset tracking, purchasing, commissions forecasting and tracking, anticipate customer upgrades, expenditures per customer. • Managed $18 million in leased assets and relationships with lessors. Controlled fixed assets and equipment lease procurement. • Scenario planning of business events and their potential impact on the P&L, Balance Sheet and cash for budget and forecast.• Capital and investment scenario planning for Board and investor reporting

Accounting ManagerControlled all accounting (and payroll) operations encompassing month end close, preparation of financial statements, budget design and consolidation.• Designed a total contract value value tool to capture total revenue, costs & growth probabilities related to customer pipeline for venture capital funding & SEC approval of IPO. Mapped out revenue and expense streams then tied to sales agent by customer for intricate commission and incentive program based on customer retention and actual payment streams.• Eliminated overtime tracking and timecard submissions/tallying by converting 25 remote hourly employees to salary smoothly. Provided a payroll advance that was incrementally retracted to cover the payroll delay in transition. • Initiated creation of employee handbook, business policies, commission structure• Ensured legal compliance when hiring/terminating employees, background checks on all potential employees. Company grew from 12 to 250 employees in 17 months• Managed the SAP implementation of accounting modules; key contributor to Purchasing module. Performed initial process and data conversion. Monitored user testing in UAT & Prod environments. Setup and managed system interface w/ payroll. FI, CO, Config and BW modules in SAP. Managed GL and cost center hierarchies. Created financial reports in SAP. Setup payroll configuration thru HRIS download into ADP SW. Module flow testing for leasing, purchasing, payroll. Ran daily system backups. • Assisted with IPO document preparation, stock option capitalization, accurate financial reporting• Implemented a formal accounting process through month-end reporting including activity sequencing for Accounts Payable, Accounts Receivable, General Ledger, Purchasing, Payroll & HR roles.