• Interim CFO for growing manufacturing company. Helped provide strategic direction and establish best practices to maximize cash flow. Worked outside banking relationships to gain confidence in company’s financial forecasts that extended lines of credit to support key operations.• Completed an organizational review of all operations of a $75 million dollar manufacturing company to help prepare the company to grow to $100 million. Actively worked with the management team to look at alternative financing vehicles and select a vendor for interim financing. Developed a plan for long-term financing.• Led the successful sale of Sensor Manufacturing Company at their asking price in September 2016.

Recruited to full CFO role (following interim assignment) overseeing all accounting, finance, operations, and IT functions for this 90-employee services organization. Manage team of 2 direct reports and an indirect staff of 10. Supervise all legal, insurance, and risk management needs of the organization, which serves 1,100 small to medium size business clients and 100,000+ associated employees.• Report to Board on a quarterly basis and serve as a member of senior executive team; play key role in all strategic planning, hiring, and capital investment decisions—in addition to serving as a “change agent” able to bring a fresh perspective and outside best practices into the organization.• Modernized numerous corporate IT functions, including leading the selection, implementation, and configuration of a new Sage 300 ERP application and related add-on CRM and TimeLinx time entry and billing systems.• Led design/implementation of a new website, tied directly into the Sage 300 ERP, that would serve as the core registration and billing platform for the company’s rapidly-growing training arm (both classroom and virtual) which spans over 600 classes and more than 8,400 participants per year.• Implemented the first-ever credit card billing functionality for various corporate lines of business, automating the process and reducing labor requirements by .5 FTE; additionally shifted the company over to a new corporate credit card program that provided superior terms and clearer reporting/tracking capabilities.• Converted company over to a new payroll provider and system – integrated with the 401k program– which has greatly reduced labor costs and improved payroll processing accuracy. Shifted from 37.5 to 40-hour pay week, migrated the traditional vacation plan over to a PTO model, and updated numerous other processes.

Senior CFO consultant for this leading Northwest financial consulting firm; history of completing over 25 successful projects to date involving the growth, turnaround, stabilization, and/or sale of companies across a range of different industries from Manufacturing (25 years of experience) to service organizations. • Served as Interim CFO of a mid-sized robotics company, leading the company from potential bankruptcy to profitability through strong budgeting and strategic planning measures. Developed a new financial model to secure angel investment, in addition to new costing models to achieve scalability. Led contract negotiations that helped secure a multi-million-dollar licensing deal. • Raised $400K to help finance the expansion of a wireless technology business, securing a line of credit to provide working capital; additionally implemented new software to improve distribution.• Helped value/analyze a $10M retail business, working with Alexander Hutton to position it for successful sale. Worked closely with CEO to implement the controls and strategy necessary for increased profitability. • Built new cash flow model for a mobile technology startup which was instrumental in securing $30 million in financing from Vulcan group.• Led the procurement of new working capital financing for an equipment manufacturer and distributor• Held interim CFO role for two years at a multi-disciplinary engineering firm, helping guide it through a rapid phase of growth. • Functioned as part-time CFO for a manufacturing firm, reviewing monthly financials and helping secure 3 rounds of financing and a $1.5 million line of credit. • Retained by owners of a power generation company to secure bank financing and position the company successfully for sale.

CFO\COO for this mid-size law firm, holding responsibility for overseeing Marketing, IT, Finance, Accounting, Tax, Operations, and Human Resources.• Implemented Elite Enterprise accounting package to improve efficiency/reliability of financials.• Trained staff in new accounting procedures to ensure more timely financial reporting.• Implemented digital dashboard to highlight key indicators important to managing the business.• Built and trained a new accounting staff from the ground up.• Negotiated and collected prior CAM charges, resulting in over $60,000 savings.• Implemented a new web-based system for time entry and financial view for attorneys.• Negotiated a new enhanced employee benefits package, saving the firm over $60,000 per year.• Launched a new website to updated the firm's image and increase its marketing presence.

Oversaw all aspects of Finance, HR, IT, Accounting, and Vendor Management for this Northwest technology systems integrator.• Developed strategic plans, which resulted in a 70% increase in professional services revenue. • Increased working capital by 50% by reducing accounts receivable to 45 days.• Negotiated creative debt repayment structure, which provided long-term financing.• Improved relationships with key suppliers, resulting in 50% increase in available credit.• Designed new tracking tools for maintenance contracts, resulting in 30% increase in revenues.• Worked closely with the Sales team to create effective new financing options for customers.

• Successfully audited and appealed a tax assessment, generating $200,000 in savings.• Implemented organizational changes that resulted in a 20% reduction in operating costs.• Developed procedures that eliminated the need for as many as 3 additional FTE employee hires.

ADI is a start-up medical technology company using ultrasound and diffractive energy imaging technology.• Raised over $4 million in private funding through Madrona Venture Group, Perennial Ventures, and Arch Venture Partners.• Developed a successful 5-year plan for raising additional capital from the local venture capital community.• Started the company from scratch; set up office, computer networks, accounting systems, and telecommunications within 60 days of initial hire.

EDERER is the largest specialized crane material handling company in the United States, encompassing over 100 employees and $20 million in annual revenues.• Finalized implementation of new manufacturing software package which resulted in reducing financial close from 60 days to 20 days.• Reduced AR days outstanding from 120 days to 45 days.• Reduced costs by 50% by developing financing alternatives for international projects.• Implemented process change and capital investment resulting in over $1 million in savings.• Decreased time of contract review/release from 90 day backlog to 30 days.• Responsible for getting the company back in compliance with all applicable Bank covenants.

History of promotions within this contract engineering, design, and manufacturing company, including roles as Controller and CFO.• Raised over $3.6 million in angel financing.• Negotiated Bank financing, which allowed for a 50% expansion in product offerings.• Developed technology strategy for customer components, which resulted in savings of 30%.• Successfully launched Coinstar product, which today has sold over 10,000 units worldwide.• Negotiated leveraged purchase of EMF that involved long-term payment parameters and debt forgiveness of $400,000.• Developed quality plans, which ensured projects, were delivered on time and within budget. • Established lockbox network to support $100 million credit line for all US companies.• Developed PROMIS reporting system while working for Dutch Company BT that acquired EMF ($10 billion dollar company). which resulted in closing financial books in 5 days.