Experienced and passionate Certified Public Accountant with a strong commitment to the mission of providing reliable, affordable, and competitive electricity to the greater Flathead Valley community. Dedicated to driving financial excellence and strategic decision-making to support the mission and ensure the continued success of Flathead Electric Cooperative.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Controller
Oregon Trail Electric Cooperative
06.2024 - Current
Company Overview: Rural electric distribution cooperative
Service territory includes four counties, approximately 3,100 miles of line, approximately 24,900 members, 32,800 meters and a population base of 60,000 individuals
Provide financial leadership for a finance department consisting of 5 employees
Oversee all financial activity, supervise the monthly financial close process and prepare monthly financial statements
Provide month-end financial statement and regulatory presentations to the OTEC and OTEC Foundation Board of Directors
Provided instrumental support in successful ERP software conversion from UPN to Meridian
Managed successful migration of banking relationship from regional financial institution to CoBank
Supervise OTEC Foundation accounting
Provide primary support for regulatory filings, including Form 990 for OTEC and the OTEC Foundation, CFC Form 7, PUC and US Department of Energy filings
Developed policies and procedures to conform with compliance requirements under OMB 2 CFR Part 200, which allowed for federal grant award acceptance
Serve as primary technical oversight over all federal awards
Provide recommendations for internal control enhancements along with policy and procedure enhancements
Provided crucial support to prepare of the annual budget, including capital budgeting, and rate review
Provided primary support to prepare all deliverables necessary to complete annual financial statement audit
Deputy Global Controller
Catholic Relief Services
01.2022 - 04.2024
Company Overview: Global humanitarian non-for-profit operating in approximately 110 countries, with nearly 8,000 employees
Total annual revenue approximated $1.4 B with assets of approximately $900 M
Provided director-level finance leadership for the Global Controller Department, which consisted of approximately 30 finance professionals
Served as the primary finance oversight for global supply chain operations via leading the Global Cost Analyst Unit. Global inventory value approximated $180 M
Served as the primary finance oversight for international accounting via leading the Overseas Accounting Analyst Unit
Managed finance policy development process to support and strengthen internal controls including supervision of the Senior Technical Advisor for finance policy
Participated in development initiatives for new enterprise resource planning software
Managed negotiated indirect cost rate process including overseeing closeout procedures with USAID
Participated in redesign of organization-wide subrecipient indirect cost rate process
Provided primary support to complete required regulatory and financial reporting audits
Controller
Rocky Mountain Elk Foundation
08.2019 - 07.2021
Company Overview: Nation-wide conservation non-for-profit entity, consisting of 235,000 members, 510 chapters, 150 employees
Provided leadership to finance department consisting of 12 employees
Prepared financial statements for board of director presentations
Provided primary support to complete required annual external audit
Implemented and oversaw internal controls
Managed $115 M budget and forecast process, including discovery and implementation of a new financial planning, budgeting and analysis software platform, Vena
Spearheaded discovery and selection of new enterprise resource planning software, NetSuite
Audit Manager
Ketel Thorstenson, LLP
08.2011 - 07.2019
Company Overview: Public accounting firm specializing in audit, review, and compilation services with a focus on rural electric cooperatives and federal grant awards
Presented client deliverables, to board of directors for audited entities, with exceptional customer service
Annually obtained specialized training in RUS accounting standards, non-for-profit tax law pertaining to 501(c)(12) organizations, and uniform administrative requirements under 2 CFR Part 200
Prepared Form 990 tax returns for rural electric cooperatives
Formed the KTLLP technology committee aimed at enhancing firm software
Mentored and guided staff in career development via career coach program
Participated in support with firm recruiting and marketing events aimed at growing firm market space
Education
B.S. - Accounting
North Dakota State University
Fargo, North Dakota
01.2011
Skills
RUS Accounting
Team Leadership
Audit preparation
Federal grant compliance and reporting
Financial statement preparation
Budget preparation
Regulatory and compliance reporting
Risk management
Internal controls assessments
Advanced in Microsoft Excel
Proficient in Microsoft PowerBI
Proficient in SQL
Certification
Certified Public Accountant
Timeline
Controller
Oregon Trail Electric Cooperative
06.2024 - Current
Deputy Global Controller
Catholic Relief Services
01.2022 - 04.2024
Controller
Rocky Mountain Elk Foundation
08.2019 - 07.2021
Audit Manager
Ketel Thorstenson, LLP
08.2011 - 07.2019
B.S. - Accounting
North Dakota State University
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