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Insurance Manager

Location:
Bellingham, WA, 98225
Posted:
September 19, 2017

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Resume:

David A. McLeod, CPA

*** **** ******, **********, ** 98225

ac2dpm@r.postjobfree.com mobile 360-***-****

Career Summary

Twenty years of experience involving CFO, Controller, Operations Manager and Board Member positions has led to the development and refinement of leadership, management and advisory skills within the accounting, finance, HR, legal, IT and business strategy functions of business operations. Education

Western Washington University Bellingham, WA (Sep 1988 – Mar 1995) Master of Business Administration (M.B.A.), Bachelor of Arts (Degrees in Finance & Accounting; concentration in Marketing) Qualifications

- Capital Budgeting - Forecasting - Capital Funding - Business Policy Issues - Cash Flow Analysis - Leadership

- Portfolio Analysis - Negotiation - Asset Valuation - Benefit/Cost Analysis - IC-DISC - Business Plans

- M&A Dealings - ESOPs - Employee Plans - Ownership Changes - Multi Currency - Options/Hedges

- Logistics - Audits - HR & Payroll - Real Estate Projects - Letters of Credit - Bonded Warehouses

- Sage ERP 200/500 - QuickBooks - MS Office Suite - Adobe Acrobat - 338(h)(10) - Business Insurance Spire Brands, LLC – Snack Foods & Beverages Ferndale, WA (Aug 2015 – Present) Hold a board member role with responsibilities of corporate governance and strategy. Spire Brands, LLC – Snack Foods & Beverages Ferndale, WA (Aug 2015 – Aug 2017) Held the CFO/Controller and Operations Manager positions of this startup company with responsibilities including oversight of the accounting, finance, insurance, legal, IT and HR functions; agreement review and negotiation with brokers, distributors, suppliers, retailers and creative agencies; oversee UPC code setups; presentations to and communications with banks, attorneys, accountants and Members.

Walton Beverage Co. – Independent Pepsi Bottler Ferndale, WA (Aug 2012 – Aug 2017) Held the Controller/CFO position with responsibilities including oversight of the accounting, finance, insurance, legal and HR functions of the Company and its wholly-owned subsidiary, Advantage Vending & Distribution (vending company); Management Council member; communications with the directors, shareholders, banks, attorneys and accountants; chairman of the Pepsi-Cola Bottling Association’s 401(k) Multiple Employer Plan (MEP); and financial lead on $46M acquisition and startup ventures. Bioplex Nutrition – Food & Protein Supplements Blaine, WA (May 2011 – Aug 2012) Held the Controller/CFO and Operations Manager positions with responsibilities including oversight of the accounting, finance, insurance, legal and HR functions of the Company and its “sister” companies – Jovan’s Pure Nutrition (natural food products) and Innogredients (functional food binders and fat replacers) – as well as material procurement, production planning and scheduling. Nordic Tugs, Inc. – Pleasure Yachts Burlington, WA (May 2011 – Present) Hold the contract accountant position with primary responsibilities of month-end Closing procedures. Nordic Tugs, Inc. – Pleasure Yachts Burlington, WA (Jan 2010 – Apr 2011) Held the Controller/CFO position with responsibilities including oversight of all aspects of the accounting, finance, insurance, legal and human resource functions of the Company and its wholly owned subsidiary, Nordic NW (yacht brokerage). Brenthaven – Mobile Technology Cases Bellingham, WA (Jan 2003 – Mar 2010) Held the Controller/CFO position with responsibilities including oversight of the accounting, finance, insurance, legal and HR functions; domestic and international taxation and corporate registration issues; multi-state and multi-country tax returns and reporting; cash management; administration of payroll and employee benefit plans (health, 401(k), 529, Section 125 and deferred compensation); administration of 3PL and bonded warehouse relationships in the UK, Czech Republic, Germany and USA; oversight of ownership changes and transition of corporate headquarters from Bellingham to Seattle; Management Team member; and communication with Board of Directors, Advisory Board and shareholders. Yapta, Inc. – Airline & Hotel Price Tracking Seattle, WA (May 2006 – Jan 2008) Held the CFO position with responsibilities for oversight of the accounting, finance, insurance, legal and HR functions; capital fund- raising efforts and communications with Board of Directors and shareholders. License Online Inc. – Software Licensing Bellevue, WA (Feb 1999 – Nov 2002) Held the Controller and subsequently the Acting CFO positions with wide ranges of responsibilities including domestic and international taxation and corporate registration issues; A/R, A/P and G/L oversight; multi-state and provincial tax returns and reporting; administration of payroll and employee benefit plans (health, 401(k), Section 125, Section 529 and stock option); cash management; asset tracking; credit policy; leasing and financing decisions; financial statements and budget analysis; strategic planning; raising capital; communications with banks, directors, shareholders, attorneys and accountants; hiring personnel; supervising ERP software changes; member of the Management Team; and acquisition negotiations. EmShop Corporation – Employee Promotional Goods Tukwila, WA (May 1998 – Feb 1999) Held the Controller position with a wide range of responsibilities including oversight of the accounting, finance, insurance, legal and HR functions; payroll administration; financial statements and budget analysis; contract negotiations and marketing presentations to management of member firms (Boeing, Microsoft and Alaska Airlines); communications with banks, attorneys and accountants; business plan development; and shareholder and director meeting participation. American Design & Mfg – Corporate Promotional Goods Seattle, WA (Aug 1996 – Feb 1999) Held the Controller position with a wide range of responsibilities including oversight of the accounting, finance, insurance legal and HR functions; payroll and employee benefit plans (health, 401(k) and Section 125) administration; cash management; leasing and financing decisions; financial statements and budget analysis; communications with banks, attorneys and accountants; supervision of computer network; participation with decision-making of corporate strategy; supervising company-wide ERP program changes; and participation as a “buddy” in the Company sponsored ESL program. Radar Marine Electronics – Marine Equipment Sales & Service Bellingham, WA (Apr 1989 – Aug 1996) Responsibilities included ordering inventory items; overseeing manufacturing process of various electronic cable systems; equipment and cabling installations; customer and technician support; assisting with developing pricing structures; establishing relationships with customers, suppliers and personnel. Endeavors & Interests

- Maintain certification and licensure as a State of Washington C.P.A.

- Maintain U.S.A. government security clearance.

- Maintain director positions with the NW Innovation Resource Center (non-profit business accelerator) and Slingshot NW (for- profit business accelerator).

References

David Parker, CEO Rich Pelo, Founder

Code Fellows – Develop Excellent Code Brenthaven – Manufacturer of Mobile Technology Cases Seattle, WA 206-***-**** Bellingham, WA 360-***-**** Paul Johnson, General Manager Brent Lindell, Founder Nordic Tugs – Pleasure Trawler Yachts NuOz – Provider of Technology & Communication Services Burlington, WA 360-***-**** Bellevue, WA 206-***-**** Colin Bornstein, President David Syre, Chairman

Bornstein Seafoods - Seafood Processing & Sales Trillium Corp – Forestry, Development & Capital Investment Bellingham, WA 360-***-**** Bellingham, WA 360-***-**** Ryan Allsop, Co-President Matt Henderson, Founder

Allsop, Inc. – Design & Manufacturing of Consumer Products Litzia – IT Consulting & Outsourced Technology Services Bellingham, WA 360-***-**** Bellingham, WA 360-***-**** Bill Pulse, President Jason Alexander, Founder

Accu-Steer, Inc. – Hydraulic Control of Steering Systems Lucid Consulting – Business & Technology Solutions Bellingham, WA 360-***-**** Bellingham, WA 360-***-**** Mike Hammes, President Dale Delmage, President

RAM Construction – Civil Construction Nylatech, Inc. – Cast Nylon Manufacturing Bellingham, WA 360-***-**** Everson, WA 360-***-**** Arthur Strom, Founder Greg Gudbranson, Partner

American Design & Mfg. - Corporate Promotions Rice Insurance – Insurance Broker Seattle, WA 425-***-**** Bellingham, WA 360-***-**** Rogan Jones, Founder Kyle Bornstein, Founder

Affordable Information Solutions – Software Development Ecopacific Seafoods – Seafood Sales & Brokerage Bellingham, WA 360-***-**** Bellingham, WA 360-***-**** Jim Drake, Founder Michael Brown, Member

PromoLab – Web Design & Programming Ryan, Swanson & Cleveland PLLC – Attorney Firm Mill Creek, WA 425-***-**** Seattle, WA 206-***-**** Matt Barnhart, President & Owner Robert Healy, Partner Pivot Lab – Branding & Marketing Communications Parker Remick – Leadership & Executive Search Bellingham, WA 360-***-**** Bellingham, WA 360-***-**** Bob Hall, Founder

Daylight Properties – Mixed Use Property Leasing Company Bellingham, WA 360-***-****



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