SUMMARY

Motivated Accounting professional with more than 20 years of diversified experience directing financial operations, accounting, business management, tax, auditing, review, compilation, litigation support and business valuation. Proven financial analysis and operation acuity, developing systems to integrate reporting and budgeting effectively, strategic planning to optimize company value, maximize cash flow, and minimize risks and costs.

Experience in manufacturing and health care business sectors.

SKILLS

Analytical/Critical Thinking and

Problem Solving

Pricing Structuring

Contracts and Negotiations

Manufacturing Data Analysis

Purchasing & Inventory – comprehensive supplier chain management and analysis

Budgeting, forecasting, financial analysis and reporting

Financial Operations Management

Risk Management Team Leadership

Project Management & Scope Assessment – including software development life cycle

Innovative Process Improvement – Lean techniques, Value Stream Mapping

Technology Skill Set:

Microsoft Software, Systems (e.g., ERP, SAP), PeopleSoft and Payroll Systems (ADP, Paycom, Paychex, QB), Quickbooks and Accounting Softwares

Fostering Cultural, Incusion, Social and Economic Equality, Diversity

EXPERIENCE

Business Analyst – Contractor, Bonneville Power Administration, Transmissions Services

Vancouver, WA 9/2023

Data Management (GS13) –technical lead responsible for development, maintenance, and enhancement of processes for data management effort, and provided technical expertise, authoritative advice, counsel, and guidance to management and other asset management teams.

Project Scheduler – perform as schedule editor for project schedule creation and maintenance along with the project manager in accordance to the business process and policy throughout the lifecycle of project.

Finance Analyst, Contractor, IIC – Boeing Commercial Airplanes Fabrication

Puyallup, WA 9/2022 – 9/2023

Support Commercial Airplanes Finance capital expenditures, financial goals with analytics and reporting, develop and deploy tools for data collection, and providing work statement for LRBP and financial operations. Execute variance analysis, LRBP/BPR development and forecast updates, data research and auditing, opportunity including risk assessment management, and business insights and recommendations to senior management for diverse project portfolios.

SPECIFIC SKILLS: proven leadership; manufacturing operations execution, initiative, and ability to work with a diverse team; ability to thrive in a dynamic environment; and effective communications across all levels of the organization.

Reason for leaving: Contract term ended

Finance Director, Communications Provider (confidential)

Lakewood, WA 4/2022 – 9/2022

Prepare quarterly and annual consolidated financial statements; general ledger (including balance sheet accounts) activity, financial/sales reports, journal entries and accruals, and maintain chart of accounts.

Prepare audit schedules and quarterly reporting package for external audits supporting 10Q.

Analytical review and variance analysis of actual and budgeted financial statements; prepare owner’s reports. Review expense reports. Follow up on outstanding accounts receivable and collections.

Consultant to executives regarding financial issues, capital purchases, and annual budget proposals.

Co-ordinate filing of federal and state tax returns with tax accountant firm. File city and other tax returns and respond to and resolve federal, state and local tax notices.

Supervise and review work of accounting manager responsible for A/R, A/P and bank reconciliations.

Recruit and supervise accounting staff.

SPECIFIC SKILLS: proven leadership in providing insights for improved Human Resources employee performance and skills development with employee involvement and management buy-in.

Reason for leaving: To pursue a potentially permanent position in a private/public company.

Finance & HR Manager, Non-Profit Private School (confidential)

Seattle, WA 11/2021 – 4/2022

Accounting Manager — Contractor: Transition accounting system and make improvements, as needed. Manage daily accounting activities and office operations; maintain QuickBooks accounting system and review bank reconciliations. Analyze accounting records and financial statements. Perform variance analysis (actual vs. budget). Responsible for tracking budget of construction contracts. Consolidated business data into actionable metrics to simplify and highlight areas of risk and opportunity. Responsible for accounts receivable, accounts payable, billings and payroll taxes. Set up and maintain employee benefits.

Reason for leaving: Limited Contract term ended

Social & Health Program Consultant, Washington State Dept. of Social & Health Services, ALTSA Division, MFP Grant Position

Lacey, WA 10/2020 – 10/2021

Program Consultant/Liaison responsible for collaboration and leadership with councils and committees to develop goals and objectives for Workforce Development professionals, stakeholders, colleges, schools, other agencies, and union (SEIU 775) state and tribal partners’ representative to build and retain a strong caregiving workforce statewide.

Reason for leaving: Grant term ended

Assistant Executive Director and Finance Manager, Senior Living Communities

Gig Harbor and Redmond, WA 3/2020 – 10/2020

Responsible for assisting the Executive Director with the overall operational management, leadership, growth, and profitability for senior living communities.

Accounting Manager – responsible for overall administration of community’s accounting, tax, business management, and Human Resources (HR) services. Prepare monthly financial statements and reports for corporate office. Developed long-range plans for business growth, resulting in a 22% increase in EBITDA[i]; 13.3% increase in the EBITDA margin. Supervise and review accounting including accounts receivable, accounts payable and bank reconciliations, and general ledgers for accuracy. Implement and improve accounting systems, policies and procedures. Maintain purchasing system, review contracts. Monitor cash flow and replenish cash funds available. Supervise and train improved HR processes – successfully improved employment turnover through creating incentive and training programs.

Reason for leaving: Temporary Terms

Business Office (Finance) Director & Compliance Specialist, Gencare Lifestyles

Lacey, WA 9/2017 – 3/2020

Temporary Position: Responsible for administrative and financial operations of the assisted living facilities business office, including insurance billing. Prepare month end financial reporting package including accruals, closing/adjusting journal entries, trial balance and reconciliations (G/L, inter-company accounts, bank accounts and profit or loss reports). Perform variance & trend analysis including supplemental information, cash flow projections, analytical review procedures. Managed purchasing requirements, requisitions, and budget by department.

AFFORDABLE HOUSING COMPLIANCE SPECIALIST

Oversight and implementation of affordable housing program and services for seniors and people with disabilities providing comprehensive management services to assist seniors and disabled people with government sponsored housing solutions and services. Worked with the Executive Directors to ensure compliance with all funding sources with local, state and federal governing agencies, ensuring procedures for applicable agencies are met.

Reason for leaving: Contract ended

CFO & Operations Manager, Northwest Oxygen, Inc.

Auburn, WA 2/2005 – 3/2016

Corporate officer responsible for spearheading financial aspects for transformation into a $2 million commercial company structure with over 500 customers. Established strong financial reporting, enhanced cost controls, and developed automated financial accounting and reporting system for specialized products.

Led operations and service teams responsible for management of financial and operational performance, and forecasting and financial objectives. Directed profit and loss analysis and annual budget preparation, presenting actual vs. forecast performance on quarterly basis to stockholders, explaining variances as needed. Oversaw vendor relationships, including accounting and tracking systems, and cross-functional departments within the operation.

Accomplishments:

Supervised revenue generation, which increased revenue stream from $150,000 to $2 million per year within 5 years. Strategy focused exceptional customer service (33% increase in customer satisfaction based on a customer survey in 2012); collaborating with other smaller competitor; and developing a niche market despite competition between fewer suppliers.

Designed and implemented new accounting and sales systems to improve forecast financial projection accuracy; renegotiating vendor contract, and.

Ensure business improvements generated revenue projections and operated within budgets; increased net income targets above forecast.

Led action to triple efficiency through continuous process improvements to trim system costs and expenditures, and reduce operational/office expenses by 55% over 12-month period.

Developed financial reporting platform and processes and procedures in accordance with Federal, State, GAAP, IRS and other tax entity and regulatory requirements, ensuring overall compliance.

Created a HR hiring strategy to entice employees to apply.

Reason for leaving: Company sold due to owner’s health issues;

retired

Finance Procurement & Estimating, The Boeing Company

Puget Sound, WA 1/1989 – 2/2009

Reason for leaving: Early retirement option

IT Systems Analyst, Commercial Airplanes

Defined requirements, tasks, workflow, user interfaces, testing, and Cognos reporting and compliance(SOx) requirements for the Cost, Rate, and Allocation Forecast Tool (CRAFT). Improved and maintained cost management and estimating data warehouse. Working knowledge of EAS, CSPR, and data warehouse cost data. Researched and evaluated emerging technologies, including both hardware and software.

Procurement Cost Team Lead, Supplier Management

Created an efficient procurement culture based on strong process, continuous improvement, and team development. Designed and conducted the procurement quality assurance program and implement oversight activities specific to procurement.

Mathematical Modeling & Estimating Analyst, Supplier Management

Finance Team Lead responsible for providing process, financial and technical expertise for the Asian Supplier Council benchmark team developing parametric benchmarking tools to assist suppliers identifying cost reduction opportunities.

Finance Analyst – Team Lead, Commercial Airplanes, Engineering Research & Development

Business Systems and Methods & Tools Project Manager for financial analysis processes. Developed new business planning/forecasting models, throughout the entire software development life cycle, for integration into planning model.

Team Co-leader that authored Estimating & Pricing (E&P) System manual.

Lead Engineering Finance Analyst for research and development project teams supporting multi-functional engineering IPTs.

Estimator, Defense & Space Group

Business Systems Team Leader for risk assessment, earned value, configuration management across disciplines using various models and processes.

EDUCATION AND TRAINING

Bachelor of Science in Business Administration, Trinity College, 2001

Value Stream Analysis Certified Analyst (CDA, CRA), Boeing, 2006

Global Leadership Certification, Boeing, 1999

ADDITIONAL INFORMATION

Willing to relocate.

Authorized to work in the U.S.; U.S. Citizen

Former Security Clearance: Sec, COI

[i] EBITDA is Earnings Before Interest, Taxes, Depreciation, and Amortization (used as an indicator of the overall profitability of a business).

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