Driven Business Management Professional with financial expertise and experience in industry-specific regulatory and financial environments
Overview
15
15
years of professional experience
Work History
Finance Director
Clatsop Behavioral Healthcare
07.2012 - Current
Total oversight for all agency financial operations including revenues, expenses, assets and depreciation, real estate transactions, banking, regulatory, state and federal grants, and contracts - negotiation, tracking, management, and reporting
Prepare agency budget which has grown from under $1m in 2012 to over $15m in 2023
Negotiate, Manage, and enforce contracts, including workforce collective bargaining, state and federal contracts, Medicaid/Medicare/Insurance billing and rate agreements, and case rate agreements
Supervise AR, AP, and payroll departments
Generate, monitor, and analyze financial and operational reports and present to management and Board of Directors with recommendations
Recruit, interview and hire new department employees.
Research and ensure compliance of financial policies and accounting procedures against federal and state regulations.
Maintain current working knowledge of political, environmental, and societal factors affecting the industry and potential funding changes
Keep management apprised of all risks and opportunities
Analyze revenue and expenses to ensure maximum revenue collection, minimize costs, and reduce waste and inefficiency
Prepare monthly reconciliation of bank accounts and research and correct deviations
Create and enforce finance office policies and procedures to protect company assets and ensure good stewardship of resources
Analyze financial statements against forecasts and respond to variances
Forecast trends and recommend improvements
Implement software tools and process improvements to mitigate loss and drive operational growth - Successfully migrated all accounting systems from Quickbooks to Sage Intacct fund accounting system in 2022
Identified partnership opportunities and established favorable business connections.
Independent Bookkeeper
Self
01.2008 - Current
Accounts Payable/receivable; billing; human resources; payroll; state and federal tax payment and reporting; contract client business and financial management (i.e
Serve as short-term and interim office manager for several local businesses, including conducting daily operations, payroll, AR/AP, bookkeeping; training); Client and business associate correspondence; collections; contracts
Worked with Alice Howe Chaloux, CPA, in a firm setting from 2008-2011
Commercial Fisherman
Self
01.2016 - Current
Own and co-operate commercial salmon vessel on Columbia River, and participate in commercial razor clam fishery on Clatsop Beaches
In-depth understanding of and compliance with state and federal regulations, including safety and navigational equipment and training, gear and catch restrictions, licensing requirements, and season limitations. Research and participation into legislative initiatives affecting fisheries.
File all required catch reports, vessel and crew licensing and documentation; Financial tracking of all assets, depreciation, revenues and expenses for schedule C reporting and crew payments/ 1099s
Education
Master of Business Administration - Management And Strategy
Western Governor’s University
11.2016
Bachelor of Science - Accounting
Linfield College
05.2012
No Degree - Liberal Arts And General Studies
George Fox University
Associate of Arts - Liberal Arts And General Studies
Clatsop Community College
12.2007
Skills
Budgeting and Variance Analysis
Critical Thinking
Infrastructure Planning
Cash Flow and Reconciliation
Stakeholder Relations
Business Forecasting
Regulatory Compliance
Risk Management
Union Negotiations
Profit and Loss
Documentation Compliance
Financial Management
Affiliations
Volunteer/Unpaid and Extra Curricular Activities
Board Treasurer: Lower Columbia Human Resources Management Association January 2019 – December 2020
Founding Member/ Board Treasurer: Infinity Gymnastics Academy May 2016 – April 2018
Timeline
Commercial Fisherman
Self
01.2016 - Current
Finance Director
Clatsop Behavioral Healthcare
07.2012 - Current
Independent Bookkeeper
Self
01.2008 - Current
Master of Business Administration - Management And Strategy
Western Governor’s University
Bachelor of Science - Accounting
Linfield College
No Degree - Liberal Arts And General Studies
George Fox University
Associate of Arts - Liberal Arts And General Studies
Mental Health Admissions Coordinator at Odyssey Behavioral Healthcare. Behavioral Health Services and FacilitiesMental Health Admissions Coordinator at Odyssey Behavioral Healthcare. Behavioral Health Services and Facilities