Results-oriented professional with 25+ years in financial management and operational improvement. Expertise in strategic planning and team leadership, driving efficiency and employee satisfaction across diverse business functions.
Overview
27
27
years of professional experience
Work History
Business & Financial Manager
Permaculture Artisans
Sebastopol
03.2016 - 03.2026
Grew company revenue from $1,200,000 to $3,000,000 while expanding workforce from 11 to 25 employees.
Managed budget allocations and resource planning to optimize resource usage across projects and departments.
Negotiated contracts with vendors and suppliers to reduce costs and improve service delivery.
Utilized data analytics to inform strategic decision-making and identify areas for enhancement.
Directed operational improvements to enhance efficiency across business functions.
Conducted regular meetings with senior leadership to monitor progress towards organizational goals.
Implemented health benefits and PTO plan to enhance employee satisfaction and retention.
Resolved conflicts between employees and customers to sustain professional relationships.
Owner
Professional Bookkeeping Services
Cotati
11.1998 - 07.2015
Managed full cycle accounting processes for diverse business clients.
Oversaw accounts payable and receivable processes to ensure timely payments and effective cash flow management.
Prepared monthly financial statements and reconciliations to ensure accuracy.
Processed payroll and maintained employee records in compliance with regulations to support accurate and timely compensation.
Delivered customized services that met client needs and strengthened client relationships.
Trained junior staff on bookkeeping standards and procedures to enhance team performance.
Developed and implemented internal controls to safeguard the integrity of financial information.
Accounting & Administrative Coordinator
Family Life Center/Larry M Simmons High School
Petaluma
04.2004 - 08.2012
Managed full A/P and A/R processes, cash management, and reconciliations to ensure accurate financial reporting
Managed a budget of $9,000,000, overseeing all financial allocations and expenditures.
Contributed to development and implementation of centralized accounting practices and supporting systems, including cross-training for enhanced operational efficiency
Negotiated vendor contracts and managed relationships to secure optimal services and pricing, achieving average annual savings of $50,000
Acquired and managed grant funds, aligning financial resources with organizational goals and ensuring compliance with requirements
Maintained HR policy compliance with regulatory requirements (local, state and federal)
Designed, developed, and implemented "Youth Vocational Training Program," establishing an industry model for teaching job interviewing skills to students
Manager| Reporting & Analytics, Personal & Commercial Banking at Royal Bank of CanadaManager| Reporting & Analytics, Personal & Commercial Banking at Royal Bank of Canada