Responsible for ensuring employees, management, contractors, volunteers, interns, fellows and Board of Directors are in compliance with internal policies and procedures as well as external regulatory and contractual requirements. Serves as an independent resource for members of the organization to report potential compliance infractions, as well as investigate and resolve matters in adherence with internal corporate compliance policies and procedures. Acted as HIPAA Compliance Officer (Privacy and Security Officer) to ensure HIPAA compliance programs are developed, maintained, updated, and monitored.

Managed, oversaw and executed projects and deliverables concerning technical accounting issues for multinational public cannabis company with $82.2M in assets, includes drafting journal entries; creating models and technical workpapers; business and tax research on current and new laws, standards and regulations; and drafting accounting position papers, internal memorandums and procedures to instruct finance department on the Company’s positions. Example of technical topics analyzed include foreign currency changes, convertible debentures, stock warrants and warrant debentures, derivative financial instruments, mixed debt-equity instruments, Oregon Corporate Activity Tax, deferred tax assets and liabilities, new IFRS standard on lease accounting, Internal Revenue Code sections 280E and 7874, and various other technical issues.

Prepared federal/state/local income tax returns and foreign income tax provisions on a consolidated and combined basis using OneSource.

Controlled financial and human resource functions for $200M Oregon and French vineyards & winery operations.

Advised multinational companies, partnerships, funds and exempt entities on international tax compliance, business advisory, and audit. Managed large projects simultaneously from initiation to delivery, including staffing needs and oversight, client relations, budget management, invoicing and A/R collection, and project workflow.

Directed daily activities of winery tasting room and managed key customer relationships/accounts. Conducted independent wine demos at retailers, trade shows, festivals and community events.

Researched IP rights for existing and new products; and advised founder of Shady Peeps on IP strategy.

Directed daily activities of winery tasting room/kitchen and trained hospitality staff.

Conducted internal control review of cash and documented cashflow by creating data flow diagrams.

Conducted Global Investment Performance Standards verifications and confirmed compliance with SEC regulations.

Maintained budget, accounts payable, and daily administrative/reception activities of Dean’s Office. Managed budget until new budget manager was hired and trained new budget manager.