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Financial Analyst

Portland, OR
January 13, 2020

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-Operations and finance professional with 15+ years of proven advancement of responsibilities and accomplishments.

-Diverse finance background (strategic, corporate and investment finance) combined with an inquisitive mind provides a differentiated value-add viewpoint.

-Confident, articulate, and empathetic; high emotional intelligence with the ability to manage through influence, not positional authority, and build consensus among diverse viewpoints.


Run-Rite Industries, Portland, OR 2018 – Current


Working side-by-side with the CEO; highly strategic in nature, at times acting as the “eyes, ears, and voice” of the CEO, at other times playing an active, tactical, behind-the-scenes role.

Successfully signed 1.5 million dollars’ worth of transportation contracts with fortune 500 companies.

Analyzed and negotiated release from existing short-term equipment leases into more favorable longer-term equipment leases.

Perform and incorporate market and competitive analyses into financial modeling and planning.

Managed the development of company KPI’s and dashboard for tracking these indicators over time.

Managed post-M&A integration/migration from four disparate warehouse ops and accounting software packages, to one company wide platform to lower costs and increase financial operations productivity.

Responsible for management of the finance function. Manage benefits, HR, and payroll activities and federal and state employment reporting requirements; coordinate annual audit and tax reporting.

Monthly budget and financial reporting to CEO and formal quarterly financial reporting to investors.

BEK Consulting, Portland, OR 2011 – 2018

Business Consultant

Semiconductor-based pre-revenue start up.

Worked with CEO in fundraising activities for Series Seed equity investments, this included financial and business plan preparation and investor meetings.

Managed funding instruments (e.g., convertible note), cap tables, waterfall calculations, term sheets negotiations, etc.

Created and maintained the company’s financial model based on new scientific research data, product development, and capital raises.

Acted as a sounding board and trusted advisor for the CEO.

Agricultural packaging company

Performed corporate valuation on a company targeted for acquisition.

Created a financial model and a business plan for the target company.

Provide ad-hoc financial modeling for project ROI analysis.

Multi-state manufacturing company

Worked with CEO and outside accounting firm on yearly ESOP valuation.

Created monthly, quarterly and yearly revenue and expense forecast models and projections.

Helped CEO manage banking relationship, he has a $5,000,000 line of credit with this institution that he uses to manage his raw material inventory. This Line of Credit has strict covenants and because of its strategic importance to the company the CEO has me involved in the relationship.

Analyzed production volume variances and provide guidance to the CEO on the magnitude of the impact to the bottom line.

Fisher Investments, Camas, WA 2014 – 2018

Financial Advisor

Provided clients with portfolio analysis including discussions about returns both absolute and relative.

Responsible for conducting in-depth financial planning with clients.

Tailored explanation of financial market moves appropriately to each client’s level of interest and level of understanding.

Grew book of business by strategically requesting additions and referrals from current clients.

FiREapps, Portland, OR 2012 – 2014

Senior Risk Analyst

Worked with clients to clean up and verify accounting data residing in their ERP system.

Tailored FiREapps SaaS product to distill and display only the client’s relevant FX exposure.

Provided client with actionable recommendations to mitigate their FX risk based on in-depth financial and business process analysis.

Crafted go forward best practice processes and procedures for each individual client based on their organization’s mandates and guidelines for identifying and minimizing FX exposure.

Provided sales contract analysis and review for assigned clients.

The Regence Group, Portland, OR 2011 –2012

Strategic Finance – Senior Financial Analyst

Contributed to the creation and implementation of a process by which strategic finance can monitor the profitability of their most complicated portfolio company.

Provided senior management with business recommendations based on in-depth financial analysis and detailed financial modeling.

Worked with senior management to create the company’s first 5-year growth plan and business model to be approved by the portfolio management team.

Found operational inefficiencies and helped create a plan of action to address and eliminate them.

Worked with the CEO and business department directors to create effective and measurable KPI’s.

Assisted with the preparation of the annual budget.

Created executive management presentations summarizing quarterly results and annual and long-range financial forecasts.

K & S Trading, Chicago, IL 2001 - 2009

Firms Head Floor Trader at the CME

Managed and mitigated excessive firm portfolio risk daily.

Leveraged analytical and quantitative skills to contribute to firm strategy development.

Analyzed risk/return environment for various financial derivative contracts and developed trading and portfolio management strategies to capitalize on this analysis.


Masters of Science in Finance University of Portland, Portland, Oregon

Select Courses: Managerial Accounting Statistics and Quantitative Analysis C++ Corporate Finance

Venture Capital Derivatives and Risk Management Financial Statement Analysis Financial Modeling

Bachelor of Science, Economics, University of Wisconsin-Madison, Madison, Wisconsin

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