Julie Williams

Email: abqdfo@r.postjobfree.com

Address: **** ** ******

City: Bend

State: OR

Zip: 97701

Country: USA

Phone: 541-***-****

Skill Level: Management

Salary Range: $60,000

Primary Skills/Experience:

See Resume

Educational Background:

See Resume

Job History / Details:

Julie S. Williams abqdfo@r.postjobfree.com

1512 NW Quincy Avenue 541-***-****

Bend, OR 97701-1411 541-***-**** cell

Key

Experienceo

~Fifteen years-experience in finance and financial analysis;Seven years operating all business functions of commercial real estate company;

~Increased revenue at commercial real estate company from zero to multi-million dollars in three years;

~Owned and operated small business increasing from zero to seven units, and profitability in 3 1/2 years;

~Eleven years direct marketing for small, owner-operated business;

~Fifteen years teaching business classes in corporate environment.

Most Caregiver and Volunteer, Bend, Oregon, 2003~2011

Recent Relocated from Seattle, WA to care for terminally-

ill family member.

Work Puget Sound Energy, Inc., ("PSE"), Bellevue, Washington

Experience Director Investor Relations, Sept. 1999 ~ Dec. 2002

Reorganized and directed Investor Relations function to maximize institutional investment in, and energy analyst coverage of, Puget Sound Energy's stocks and bonds.

Increased institutional investment in, and energy analyst coverage of, PSE by 50% and 75%, respectively within one year;

Responsible for disseminating financial forecast information to senior management;

Produced, managed and organized large projects, such as the Annual Report to Shareholders;

Implemented financial marketing tools, including investor presentations, web casts, targeted meetings, and on-site visitations to stimulate Wall Street investment in PSE's stock and bonds;

Liaison between Company and Wall Street analysts and institutional investors;

Initiated new, real-time technology to attract investor market share away from competitors;

Lectured classes for employees on topics of finance and investing;

Maintained investment-grade A bond-rating, with no downgrade, when balance sheet and ratios did not meet strict rating agency percentage guidelines;

Achieved maximum rating for integrity on all annual Performance Appraisals;

Earned maximum personal "pay at risk", achieving mandatory goals and objectives each year;

Managed and organized the work product of dozens of employees during preparation of Wall Street presentations and rate case litigation.

Northwest Retail Partners, Limited, Seattle, Washington

Chief Financial Officer, January 1993 ~ November 1999

Owned and operated, with two partners, start-up commercial real estate venture.

Partners increased revenue from zero to multimillion dollar business in three years;

Responsible for all business functions, including finance, HR, payroll and legal.

Northwest Clips, Inc., Bellevue, Washington

President, Owner and Operating Partner, February 1993 ~ Nov. 1997

Owned and operated start-up salon business, achieving zero to seven units, and profitability within three-and-one-half years.

Responsible for all business operations, including financial planning, marketing, cash management, human resources, tax, legal, promotional and advertising;

Supervised up to 65 employees;

Puget Sound Energy, Inc., Bellevue, Washington

Senior Financial Planning Analyst, December 1988 ~ October 1993

Produced and analyzed profit-loss forecasts, balance sheet and special projects, as directed by, and presented to, CEO and CFO.

Responsible for calculation of profit and loss, and overall financial projections;

Responsible for rating agency credit ratios;

Implemented PSE's first in-house investor relations program, saving significant outside consultants' fees;

Taught finance and investment classes to all employees;

Elected to committee to select pension fund's Master Bank.

American Plywood Association, Tacoma Washington

Senior Publications Writer and Public Relations Coordinator, May 1988 ~ Dec. 1988

Composed promotional and educational materials for forestry clients. Materials were used for public relations, promotion and instruction in general, and at industry events, such as international seminars, field calls and Annual Meetings.

Southern California Edison ("SCE"), Los Angeles, California

Financial Analyst, June 1985 ~ May 1988

Developed diverse techniques to improve the marketability of, and investment in, SCE securities.

Responsible for calculation of profit and loss, and overall financial projections;

Coordinated all aspects of visitations and meetings with Wall Street investors and energy analysts;

Developed marketing tools such as financial speeches, presentations, quarterly reports and the Annual Report to Shareholders for senior management's use when meeting with institutional investors, Wall Street and energy analysts;

Taught three classes at "Edison University": basic finance, finance for non-financial managers, and 401(k) investing based on risk/reward model;

Responsible for calculation of rating agency credit ratios.

Education University of Southern California, Los Angeles, CA

Master of Business Administration, August 1983 ~ May 1985

Graduate Teaching Fellowship: August 1984 ~ May 1985

~Taught and evaluated first year MBA students in Concepts of Business Strategy

USC Academic Fellowship: August 1983 ~ May 1985

~ Selected on academic achievement

Stephen Bufton Scholarship: August 1984 ~ May 1985

~ Selected on academic achievement

Management Internship, KLM Royal Dutch Airlines; August 1983 ~ May 1984

~Reported to KLM Board of Directors in Amsterdam

Willamette University, Salem, Oregon,

Bachelor of Science, August 1979 ~ May 1983

January 1979, awarded "Brooks Scanlon's Bend Foundation Scholarship" providing four-years' tuition and fees to university of choice;

Developed and utilized genetic processes to classify previously-unknown plant species.

Interests Equestrian, including both English and Western

Downhill skiing

Reading and gardening

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