Experienced financial executive with a strong record in leading strategic financial initiatives, and enhancing organizational efficiency. Expertise in budget management and internal controls, driving profitability, and fostering financial literacy. Proven ability to align resources with organizational goals, delivering impactful results in collaboration with executive teams.
Overview
35
35
years of professional experience
Work History
Chief Financial Officer
Milepost Consulting, Inc.
Seattle, Washington
01.2010 - 09.2025
Developed and evolved a comprehensive financial reporting package to reflect growing organizational complexity.
Collaborated with executive team to enhance financial literacy and decision-making frameworks.
Managed budgeting processes to align with organizational goals and priorities.
Directed cash flow management to maintain operational stability and efficiency.
Analyzed operational processes and promoted continuous improvement initiatives to improve profitability and efficiency.
Established policies related to internal controls over accounting systems as well as financial processes within the organization.
Ensured compliance with federal, state and local laws regarding taxation and reporting requirements.
Evaluated new business opportunities to determine financial viability of projects.
Provided strategic advice on capital structure, debt financing, investments, acquisitions, divestitures and other corporate finance matters.
Prepared financial forecasts to support fiscal planning and investment strategies.
Designed and implemented an employee stock ownership program as a component of the founder's exit strategy.
Chief Executive Officer
Milepost Consulting, Inc.
Seattle, Washington
01.2013 - 01.2024
Transformed Milepost from startup to a market-mature small business with competitive advantage.
Focused on employee acquisition, development, and internal process improvement.
Expanded marketing and communications functions for enhanced outreach.
Upgraded back-office processes and systems to improve efficiency.
Chief Financial Officer
71 and Change, Inc.
Seattle, WA
06.2016 - 06.2022
Spearheaded financial strategy for start-up consulting firm, driving sustainable growth.
Implemented frameworks for monitoring and enhancing cash flow management.
Collaborated with Executive Team to define metrics, KPIs, and efficient financial reporting workflows.
Directed annual budgeting process, aligning resources with strategic objectives.
Oversaw evolution of accounting and finance operations to support rapid company expansion.
Conducted comprehensive annual business valuation analysis and presented findings to ownership team.
Founding Partner
Common Fields, LLC
Seattle, WA
05.2008 - 01.2011
Analyzed data from multiple sources to identify key insights and recommend actionable solutions.
Cultivated long-term relationships with clients, ensuring ongoing support and trust.
Developed comprehensive reports to present findings and insights to stakeholders.
Delivered presentations at conferences and industry events regarding the economic implications of certain agricultural and forestry project types.
Provided strategic advice to clients based on research and analysis of industry trends, and in comparison to client objectives.
Conducted workshops with clients to define scope, requirements, and solutions to identified problems and initiatives.
Provided guidance on risk management protocols that ensured compliance with industry standards and regulations.
Developed change management strategies to support transformation initiatives.
Agriculture and Forestry Intensive
Self Employed
Methow Valley, WA
02.2002 - 06.2006
Focused on experiential learning in small-scale agriculture and forestry practices.
Achieved Washington Department of Agriculture Organic Certification for five-acre plot in 2003.
Commercially farmed to offset operational costs of learning environment.
Practiced subsistence farming, meeting 60% of family nutrition needs from outputs.
Director
Microsoft Corporation
Redmond, Washington
05.1990 - 01.2002
Led project management teams responsible for internal system development.
Acted as the primary liaison between the Finance and HR business units, and the IT development teams.
Provided leadership and facilitation between third-party software developers and internal stakeholders.
Championed project management practices that aligned business needs with technical capabilities.
Education
MBA - Sustainable Business Operations
PRESIDIO GRADUATE SCHOOL
San Francisco, CA
05-2008
Skills
Financial strategy and forecasting
Financial analysis
Budget and cash flow management
Internal controls and reporting
Executive communications
Process improvement
Strategic planning and business valuation
Financial competency training
Timeline
Chief Financial Officer
71 and Change, Inc.
06.2016 - 06.2022
Chief Executive Officer
Milepost Consulting, Inc.
01.2013 - 01.2024
Chief Financial Officer
Milepost Consulting, Inc.
01.2010 - 09.2025
Founding Partner
Common Fields, LLC
05.2008 - 01.2011
Agriculture and Forestry Intensive
Self Employed
02.2002 - 06.2006
Director
Microsoft Corporation
05.1990 - 01.2002
MBA - Sustainable Business Operations
PRESIDIO GRADUATE SCHOOL
Experience Years
35
Expertise
Executive Leadership
Finance and Administration
Management Reporting
Business Process Efficiency and Automation
Human Resource Management
Employee Stock Ownership Program (ESOP)
Consulting Project Experience
Quantifying Carbon Emissions and Sequestration, National Mango Board, Developed sustainability assessment and reporting project for U.S. Mango Industry.
Measuring, Analyzing and Reporting on Environmental Performance Data, NatureSweet, Ltd, Designed sustainability assessment criteria and data gathering tools.
Benchmarking Industry Emissions Data, Microsoft Corporation, Led engagement to benchmark high-tech industry emissions reduction targets.
Improving Data Quality Through Process Improvements, NatureSweet, Ltd, Designed sustainability data quality management system for multiple facilities.
Lecturer, University of Vermont & Bisk Education, Delivered a lecture series on sustainable agriculture.
Non-profit Boards
L.P. Brown Elementary School PTO, Treasurer
Conservation Through Research, Education and Action (CREA), Board Member (Community development and sustainable forestry programs in Panama)
WorldBike, Board Member (Economic mobility issues in Western Africa)
Partnership for a Sustainable Methow, Board President (Support for sustainable forestry and agriculture start-ups)
King County Master Gardeners, Program Volunteer
Presentations
AMHPAC-Mexican Association of Protected Horticulture, Guadalajara, 2012, Invited Speaker, The Economics of Integrating Sustainability into Production Agriculture
Social Venture Capital Conference, Miami, FL, 2010, Panel Member, Forestation Issues in the New Economy
Carbon Markets and Carbon Finance, Mexico City, 2009, Invited Presenter, Designing small scale REDD projects to benefit community development programs
Degree
MBA
Experience Years
35
Expertise
Executive Leadership
Finance and Administration
Management Reporting
Business Process Efficiency and Automation
Human Resource Management
Consulting Project Examples
Quantifying Carbon Emissions and Sequestration, National Mango Board, Developed sustainability assessment and reporting project for U.S. Mango Industry.
Measuring, Analyzing and Reporting on Environmental Performance Data, NatureSweet, Ltd, Designed sustainability assessment criteria and data gathering tools.
Benchmarking Industry Emissions Data, Microsoft Corporation, Led engagement to benchmark high-tech industry emissions reduction targets.
Improving Data Quality Through Process Improvements, NatureSweet, Ltd, Designed sustainability data quality management system for multiple facilities.
Lecturer, University of Vermont & Bisk Education, Delivered a lecture series on sustainable agriculture.
Non-profit Boards
L.P. Brown Elementary School PTO, Treasurer
Conservation Through Research, Education and Action (CREA), Board Member (Community development and sustainable forestry programs in Panama)
WorldBike, Board Member (Economic mobility issues in Western Africa)
Partnership for a Sustainable Methow, Board President (Support for sustainable forestry and agriculture start-ups)
King County Master Gardeners, Program Volunteer
Presentations
AMHPAC-Mexican Association of Protected Horticulture, Guadalajara, 2012, Invited Speaker, The Economics of Integrating Sustainability into Production Agriculture
Social Venture Capital Conference, Miami, FL, 2010, Panel Member, Forestation Issues in the New Economy
Carbon Markets and Carbon Finance, Mexico City, 2009, Invited Presenter, Designing small scale REDD projects to benefit community development programs