Summary of Skills:
. Accounting: **+ years experience covering all areas.
. MBA degree and CPA license.
. Budgeting, reporting and management reporting.
. Modeling and planning.
. Broad business knowledge with emphasis in new business development.
A proven record of success in consolidating and improving a company's
financial position by maintaining control, reducing costs and increasing
efficiency, while offering sound council with respect to new business
ventures.
Professional Experience:
11/2009-Present: HG Solutions, LLC., Bend, OR
Business Advisor and Consultant
Working with principals to develop renewable power projects. Including
modeling, projections, costings and returns on investments. Advising on
project structuring and financing.
8/2007 - 10/2009: Vulcan Power Company, Inc., Bend, OR
Controller
Developing accounting policies and proceedures for a development stage
organizaton with multiple subsidiaries. Hiring and professionalizing the
accounting staff. Tracking and reporting cash utilization to investors and
CEO. Developing management reports and underlying accounting systems.
Hiring Project Accounting Manager and developing project management system.
Working with the Human Resources Manager to develop an employee manual and
to develop formalized employment practices and procedures.
. Renewable power - Geothermal and Biomass
. Field construction
. Well cementing
. Well drilling
. Project tracking and Job Cost
2/1994 - 8/2007: Haleck Enterprises, Inc., Pago Pago, AS
Chief Financial Officer and Controller
Managed all financial operations and activities for a eight-entity
privately held corporation with annual gross revenues of $20 million.
Duties included: financial analysis, cost accounting, budgets, forecasting,
strategic planning, cash management, banking relations, investments,
computer systems, all accounting functions (A/P, A/R, payroll, financial
statements) and human resources.
. Restored control and credibility to accounting system, resulting in
bank's agreement to renew $5 million in long-term financing, 30% lower
monthly pmts and increase lines of credit by 40%.
. Reduced operating expenses by 17% through initiating cost controls and
ongoing review of expenditures also leveraging combined purchasing
power of companies.
. Significantly increased the amount of insurance coverage while
reducing total premiums by 45% through risk assessment and
investigation of alternate insurance providers.
. Saved $250,000 in taxes by restructuring transactions and changes in
company structure. These solutions included the establishment of an
offshore company and a private foundation.
. Identified and secured new product lines to enhance profitability and
freeze out competition.
. Improved efficiency, scheduling and staff development that allowed a
20% reduction in office staff while improving the timeliness of
monthly financial statements.
. Administered employee benefits, compensation and payroll for 100+
employees. Including locating medical coverage for senior management.
. Advised general managers with responsibility for pricing, employee
issues, repair and maintenance decisions, and capital improvements.
. Developed computerized financial models that projected revenues,
balance sheets and cash flows to predict the results of management
actions (using MS Excel)
. Maintained and updated Business Works and Counterpoint accounting
software resulting in increased reliability and accuracy of financial
data as well as reducing system downtime.
. Negotiated financing for a new $10 million dollar hotel/restaurant
property.
. Negotiated federal guaranteed loan for local airline operation.
. Developed business plans, projections and operating procedures for new
hotel and airline ventures.
9/1990 - 1/1993: NERCO, Inc. Portland, OR (a division of Pacific Corp.)
Budget and Planning Specialist
Responsible for the collection of operational data and the preparation of
the annual budget and quarterly revisions.
. Designed, modified and maintained the budgeting model for NERCO Oil &
Gas (using complex spreadsheet models) This included merging oil
production forecasts with expected pricing data, operating
expenditures, and G&A expenditures.
. Compared budgeted numbers to actual numbers, researched differences
and prepared reports for the departmental Vice Presidents and company
President on a quarterly basis.
. Updated cash forecast models based on actual performance.
6/1988 - 7/1990: Harken Energy, Inc. Dallas, TX
SEC Reporting & Budget Manager
. Responsible for the corporate consolidation and preparation of the
monthly management and budgeting package, in accordance with GAAP.
. Researched SEC regulations and requirements.
. Prepared 10K's and 10Q's and other SEC reporting requirements of a
$160 million company.
. Conducted monthly general ledger review.
. Coordinated audit preparation and reporting to outside auditors (AA &
Co.)
. Supervised preparation of government census reports.
2/1981 - 8/1983: Harken Oil & Gas, Inc. Abilene, TX
Assistant Treasurer & Corporate Reporting Manager
. Performed monthly general ledger review and account analysis for a $60
million corporation involving twelve subsidiaries.
. Responsible for the monthly financial reporting package presented to
management and the Board of Directors.
. Prepared cash management forecasts and profit and loss projections.
. Coordinated annual audit (AA & Co.).
. Authored and updated procedures for the financial department.
. Supervised and prepared all SEC reporting for the corporation (10K's,
10Q's, proxies, etc.)
. Evaluated and substantiated records of entities to determine
appropriate sales values or purchase prices.
. Conducted economic analyses of proposed business ventures including
various financing options. Presented these findings to upper
management.
6/1979 - 2/1981: Davis Kinard & Co., CPA's Abilene, TX
Senior Accountant
Responsible for planning, supervision, review of staff field work, and
writing audit reports.
. Designed audit programs.
. Prepared audit reports, annual reports, and accompanying disclosures
in accordance with GAAP.
. Prepared and presented suggestions for improving clients' accounting
systems and internal controls based on audit fieldwork and
observations.
Audit exposure included:
. Governmental agencies (CETA)
. Municipalities
. School districts (small to mid-sized)
. Credit unions
. Banks
. Savings & Loans
. Oil & Gas companies (drilling, exploration and production)
. Various other profit and not-for-profit entities
International Experience:
. Extensive cross-cultural experience in staff supervision and business
operations outside the U.S.
. Worked or conducted business in American Samoa, (Western) Samoa,
Botswana, and Kenya.
. Experienced in dealing with vendors in Pacific Rim countries (Japan,
Guam, South Korea, Australia, New Zealand, Fiji.)
. Initiated international letters of credit to vendors, wire transfers
and payments
. Negotiated forward currency contracts (saving 10% over 9 months).
. 4+ years teaching leadership to local community leaders in Kenya and
Botswana.
Education:
Masters of Business Administration
Norwich University - Northfield, VT. (June 2004)
Bachelor of Business Administration
Abilene Christian University - Abilene, TX.
CPA - Oregon