Objective To improve finance operations through the development of internal partnerships that provide for effective deployment of resources in the achievement of company goals.

Experience Fleetline Products, Inc. Sep 2015-Jun 2016

Controller

Responsible for Human Resources and Accounting functions including month end close, payroll, A/R, A/P and inventory

Prepare budgets, long range plans with bridge analysis, capital budgets with payback calculation and budget to actual variance analysis

Responsible for compliance with internal controls and insurance risk program

Manage customer credit risk and financial performance against key metrics

Perform 80/20 analysis to identify key customers and products used to assess effectiveness of pricing strategy and product mix on margin

Manage periodic physical inventory counts and consigned inventory

Evaluate excess plant capacity, standard cost variances and LCM

Develop production targets to meet order demand and increase plant labor utilization

Financially evaluate operating alternatives and customer sales agreements

Implement process improvements involving purchasing, receiving, inventory, A/P, payroll, warranty and return processing

Partner with Operations, Sales & Marketing to improve inventory and accounts receivable turns, inventory accuracy, shrink and sales write-offs

Zumiez, Inc. Sep 2014-Sep 2015

Assistant Controller

Oversee accounting for North America including monthly and quarterly closes, reviewing account reconciliations, and preparing support for 10-Q/K disclosures

Prepare monthly budget to actual variance analysis and year over year variance analysis

Manage teams responsible for Accounts Payable, Sales/Cash/Inventory, Lease Accounting, Investments, Fixed Assets/CIP, and Private Label

Manage banking relationships for use of LC’s and purchase card program

Identify weaknesses and gaps in internal controls over financial reporting and implement or change existing controls in compliance with SOX

Work with Buying Department and Distribution Centers to ensure merchandise is procured, managed and shipped to stores in accordance with accounting procedures

Manage and implement process improvements across departments focused on invoice processing and inventory management

Sound Transit Mar 2008-Sep 2014

Tax Revenue Administrator and External Financial Reporting Manager

Oversee the collection of tax revenue including completeness monitoring and trend identification for use in long-term financial plan affordability assessment

Manage accounting team responsible for fixed assets, construction in progress, grants, operations and external reporting

Serve as GAAP technical expert and perform GAAP technical analysis

Manage the monthly, quarterly and annual close process and external audits

Prepare full disclosure financial statements, management discussion and analysis and other financial reports in compliance with GAAP, federal, state and voter approved financial policy requirements

Develop pro-forma financial statements and calculate impact on key metrics during assessment of changes in financial policy and financial statement presentation to identify impacts to key internal and external stakeholders

Develop procedures and internal controls to ensure compliance with FTA and state compliance requirements

Manage finance projects and implement finance process improvements

Develop ad-hoc financial analysis queries and financial reports that increase data standardization amongst financial data users and across multiple reporting standards including BARS, GAAP and voter approved plans

Clarke Whitney, P.S. Jul 2005 – Feb 2008

Audit Manager

Grew the audit and consulting practice from $15k/year to $200k/year in 18 months

Develop firm audit quality standards and internal due diligence procedures

Prepare client financial statements including disclosures under generally accepted accounting principles and other comprehensive basis of accounting

Prepare corporation, partnership, estate, trust and individual tax returns

Provide tax planning advice to individuals and small businesses

Conduct client trainings on how to use and maintain accounting systems and how to perform daily, monthly, and annual accounting cycle functions

Analyze internal controls and financial ratios to assess client risk and to evaluate client performance against budget and industry performance benchmarks

Design client accounting systems to meet management and oversight reporting requirements

Summary 2002-2005

Public Accounting (External Audit) serving clients in the construction, healthcare, manufacturing & distribution, transportation, government, telecommunications, education, research & development, and entertainment industries

Internal Audit including SOX implementation and operational audits

Financial Analyst during graduate school at USC

Education University of Southern California 1998-2003

Masters of Accounting: August 2003

Bachelor of Science, Accounting Information Systems Track: May 2002

Skills MS Office, JD Edwards Enterprise One, SAP R/3, Greatplains, Crystal Reports XI, Project management, Sage 100 and 300, MAS 90, Sharepoint, Hyperion

Certifications Tennessee Certified Public Accountant, Chartered Global Management Accountant, AICPA Leadership Academy Graduate

Interests Running, Travel, Hiking, Cycling, Dog training, Fishing

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