Accounting Management

SSHHAAWWNNAA MMAARRSSHHAALLLL

Cell: 503-***-****

E-mail: ********@*****.***

MARSHALL - 1

CCOONNTTRROOLLLLEERR

Results-oriented and high-energy accounting professional with a proven track record of success. I couple a deep understanding and passion for; business systems optimization, technical accounting, operational and financial analysis, and relationships to guide companies to the next level. I lead through the establishment of highly-effective and competent accounting teams, and creating and fostering cross-organizational partnerships. I am a change agent with over 15 years of experience in all aspects of accounting for privately held, equity backed, and/or publicly traded multi-site international manufacturing, green-tech, financial services, construction, and event management organizations. CCOORREE CCOOMMPPEETTEENNCCIIEESS

Understanding and Management of;

Cash, A/R and Collections, Purchasing and A/P,

and GL/TB Accounting and Analysis

Revenue Recognition for Various Revenue

Streams

Project Accounting and Job Costing, as well as

any related Budget to Actual to Forecast

Variance Analysis

Inventory and Fixed Asset Control,

Management, and Reconciliation

Quarterly, Annual, 401k, and IRS Audits

Insurance Policies and Claims

Lease Negotiations and Amendments

Equity Structure and Share/Stock Valuation

Domestic and International Banking, as well as

Debt Covenant Monitoring and Reporting

Multi-entity Accounting, Consolidation, and

Reporting

Leading Consistent and Timely Financial Close,

including; Useful Financial Statement Creation and Preparation, Periodic Management and Bank Reporting, Analysis, and Development of Dash boarding

Directing Operating and Capital Budget Preparation, including Evaluation of Capital Investment ROIs

Liaising with Tax Partner for all; Federal State and Local Tax Reporting and Preparation

Hiring, Training, and Managing the Continuous

Development and Performance of Strong, Competent,

and Efficient High-Energy Teams

Knowledge, Development, and Monitoring of GAAP

Accounting Policies/Procedures/Controls - for both private and publicly-held entities

Guiding, Researching, and Communicating all Legal and Tax Implications of Current and Proposed Business Strategy

SSYYSSTTEEMMSS DDEESSIIGGNN AANNDD IIMMPPLLEEMMEENNTTAATTIIOONN

Time & Expense (Dynamics SL project-costing and timecard module)

Fixed Asset (Dynamics SL fixed asset module)

i-Procurement (Oracle Accounts Payable module)

Concur (cloud-based expense reporting)

Paycom (payroll platform transitioned from ADP Workforce Now)

An all-electronic filing system (for paperless accounting office)

Continuous upgrades to latest versions of Dynamics SL SSYYSSTTEEMMSS

Microsoft Office Suite (including Outlook, Word, Excel (expert), PowerPoint, and Visio), QuickBooks, Dynamics SL (and previously Dynamics GP), Timeline, and Paycom (payroll platform), and Oracle (recent, following Gartner acquisition) EEDDUUCCAATTIIOONN

B.A. Business Management, Portland State University

B.A. Accounting, Portland State University (post-grad)

Leading High-Performance Teams, Professional Development Academy IINNTTEERREESSTTSS &OOTTHHEERR

Interests – Hiking, Cooking and Baking (owned and operated Sweet Thing Bakehouse), Holistic Living, Furniture Building, Interior Design, Sewing, Music, Sports, and Crossword Puzzles Other – Treasurer, Oregon School Based Healthcare (non-profit); Guided Implementation and Mentor, Pacific Seafood University

SSHHAAWWNNAA MMAARRSSHHAALLLL

Cell: 503-***-****

E-mail: ********@*****.***

MARSHALL - 2

PPRROOFFEESSSSIIOONNAALL EEXXPPEERRIIEENNCCEE

EEVVAANNTTAA VVEENNTTUURREESS,, IINNCC aa GGaarrttnneerr CCoommppaannyy –– OOrreeggoonn//NNeeww YYoorrkk January 2012 – Current Corporate events business specializing in Fortune 1000 and sports C-suite executive and ownership networking. CCOORRPPOORRAATTEE CCOONNTTRROOLLLLEERR

Responsible for guiding 6 member team managing all aspects of accounting including; Accounts Payable, Billing and Collection, Payroll, Tax Filing, Cash and Debt Management, Cash Flow Projections, Budgeting, Compliance, Project Accounting, Fixed Asset Management, Monthly, Quarterly, and Annual Period-End Reporting, and Audits. o Created and consistently refined month, quarter, and annual financial statement packages for management, investors, and banks.

o Effectively communicated and interfaced with management, as well as outside audit and tax teams, brokers, private equity ownership and/or parent companies, insurance and governmental agencies, as well as banks and lenders.

o Fostered and championed a kaizan approach within my immediate team, and throughout the organization. Recent Projects Included:

Successfully led team and company through 3 acquisitions in less than 5 years. Acquired by; one private equity firm; Leeds (September 2012) and two public companies; CEB (April 2016) and then Gartner (April 2017). This included; optimization strategy implementation in advance of each sale, lead-in due diligence, audits - including IRS and 401k, and continual compliance with management, organizational, regulatory, and entity structural changes. IINNTTEERRDDYYNN RREEMMIINNGGTTOONN CCOONNSSUULLTTIINNGG –– WWeesstt LL iinnnn,, OOrreeggoonn October 2011 – September 2012 Computer consulting firm specializing in Microsoft Dynamics GP. PPAARRTT--TTIIMMEE CCOONNSSUULLTTAATTIIOONN SSEERRVVIICCEESS

Responsible for all aspects of accounting including: Purchasing and A/P, Billing and Collections, Payroll/Benefits, Cash Management, Credit Card tracking and reconciliation, Banking, and State and Federal Business Taxes.

Produced timely comparative quarter-end financial statement package for management bank.

Created and maintained cash flow projections.

BBRRIIGGHHTTSSTTAARR CCAARREE OOFF NNOORRTTHH//EEAASSTT –– PPoorrttllaanndd,, OOrreeggoonn October 2010 – October 2011 Home healthcare franchise specializing in Kidcare, Lifecare, and Staffing. PPAARRTT--TTIIMMEE CCOONNSSUULLTTAATTIIOONN SSEERRVVIICCEESS

Facilitated the set-up of accounting department for start-up franchise. Projects include: Hiring staff, establishing and documenting policies and procedures, administration of all accounting functions, and advising owners on general business practices.

BBIIOO--RREEAACCTTIIOONN IINNDDUUSSTTRRIIEESS,, LLLLCC –– TTuuaallaattiinn,, OOrreeggoonn July 2008 – April 2010 Green-tech firm specializing in the technology and construction of alternative air filtration systems for manufacturing companies and wastewater treatment facilities throughout the United States and China with revenues of $18 million. CCOONNTTRROOLLLLEERR

Responsible for all aspects of accounting including: A/P, A/R and Collections, Payroll/Benefits, Cash Management and Banking, State and Federal Business Taxes, and Annual Audits.

Produced timely comparative period-end financial statement package for management and board of directors including dashboard consolidating key financial measurements, ratios, and variance analyses.

Created and maintained annual budget, rolling forecasts, and cash flow projections.

Managed percentage of completion for construction projects with revenues ranging from $30,000 to $4.5 million.

Administrated all human resources.

SSHHAAWWNNAA MMAARRSSHHAALLLL

Cell: 503-***-****

E-mail: ********@*****.***

MARSHALL - 3

AAKKTT,, LLLLPP –– LLaakkee OOsswweeggoo,, OOrreeggoonn November 2006 – July 2008 Full-Service Public Accounting firm specializing in Construction, Agriculture, Manufacturing and Telecommunication companies, and consulting services with offices located in Alaska, California, Oregon, and India. CCoonnccuurrrreennttllyy

CCOONNSSUULLTTAANNTT -FFlleexxTTiimmee FFiinnaanncciiaallSSMMSSeerrvviicceess

Functioned as a temporary controller or project-based consultant for companies while administering a staff of 10 local, independent contractors to service a wide variety of industries in their search for a permanent placement or by augmenting their existing department.

AASSSSOOCCIIAATTEE -Assurance Services

Acted as liaison between clients and firm to gather documents, prepare work papers, TBs, and financial statements for all compilation and reviews handled in AKT’s Oregon offices (Typically 30-40 per year).

Leveraged small team in Coimbatore, India to assist with various internal client work PPAACCIIFFIICC SSEEAAFFOOOODD –– CCllaacckkaammaass,, OOrreeggoonn November 2002 – November 2006 Vertically integrated seafood manufacturing and distribution conglomerate with headquarters located in Clackamas, Oregon. SSeepptteemmbbeerr 22000044 –– NNoovveemmbbeerr 22000066 DDIIVVIISSIIOONN CCOONNTTRROOLLLLEERR – SSeeaacclliiffff SSeeaaffooooddss (TT eexxaass)) aanndd PPaacciiffiicc SSeeaaffoooodd (CCaalliiffoorrnniiaa))

Internally recruited to manage the integration of accounting (revenues of $40 million) for newly acquired processing and distribution facilities located in Texas and California including;

Assessment, training, and management of staff of 5

Responsibility for all aspects of accounting; A/R, A/P, cost accounting, MIS training and upgrade, divisional reporting and analysis of financial statements, annual budget and audit, inventory and quality control, and payroll and benefits administration

NNoovveemmbbeerr 22000033 –– SSeepptteemmbbeerr 22000044 DDIIVVIISSIIOONN CCOONNTTRROOLLLLEERR –– PPaacciiffiicc SSeeaaffoooodd SSaalleess GGrroouupp (CCllaacckkaammaass))

Managed all daily accounting and financial preparation including; divisional reporting, analysis, and budgeting.

Tracked operational improvements versus targets; assisted operational management in cost-savings initiatives. NNoovveemmbbeerr 22000022 –– NNoovveemmbbeerr 22000033 IINNVVEENNTTOORRYY CCOONNTTRROOLL –– PPaacciiffiicc SSeeaaffoooodd SSaalleess GGrroouupp (CCllaacckkaammaass))

Managed $43 million in fresh and frozen seafood inventory located throughout the United States and Canada.

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