Experienced with financial management, including budgeting and forecasting. Utilizes strategic planning to drive cost-efficiency and optimize resources. Track record of implementing robust internal controls and ensuring regulatory compliance.
Overview
31
31
years of professional experience
Work History
Comptroller
Klickitat County EMS District #1
Dallesport, WA
09.2000 - 09.2025
Managed a $5M levy funded budget.
Established investment account, which created an income increase of $136,000.
Reconciling 2018 payroll liability accounts, corrected a $48k error in reporting.
Developed new processes to streamline AR reconciliations.
Designed Executive Summary to simplify financial statements for the board.
Collaborated with auditors to successfully complete annual audit, ensuring full compliance with governmental tax guidelines; achieved 100% accuracy in financial reporting and documentation.
Maintained the general ledger. Generated balance sheets, income statements, and profit and loss statements.
Payroll Administrator/Human Resources Manager
Best Western Plus Hood River Inn
Hood River, OR
01.2019 - 07.2020
Prepared semi-monthly payroll for 300 employees utilizing ADP Workforce Now and Paycom.
Conducted recruitment effort for all employees; collaborated with supervisors to screen and interview candidates; ran background checks, extended job offers; conducted new-employee orientations; provided employee relations counseling; and conducted exit interviews.
Administered all benefit plans, including medical, dental, vision, life, Section 125 cafeteria plan (FSA), AFLAC, and COBRA. Planned and organized the annual open enrollment period.
Managed conversion from ADP Workforce Now and implementation of Paycom.
Educated management on successful policy implementation and enforcement actions to prevent employee legal entanglements.
Maintained work structure by updating job requirements and job descriptions for all positions.
Assistant Controller/Human Resources Manager
Copa Di Vino
The Dalles, OR
03.2013 - 03.2015
Oversaw HR needs for 80-employee operations across 8 locations; processed new hires, time sheets, terminations, garnishments, and other deductions; processed employee expense reports; calculated salesperson commissions based on established parameters and disbursed payments.
Responsible for full administration of employee benefits.
Oversaw accounts payable and receivable operations for Winery with $500k in monthly expenses.
Completed year-end close processes with the Controller through effective supervision of financial functions and regular treasury transactions.
Accurately projected monthly cash expenditures through efficient budgeting and detailed document reviews.
Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
Prepared and filed payroll tax returns and generated monthly reports in compliance with regulatory and organizational standards.
Administrative Assistant III
Kaiser Permanente
Portland, OR
04.2011 - 05.2012
Provided administrative support for the Department Administrator, physicians, and managers.
Maintained supervisor’s calendar, scheduled meetings and conferences using Lotus Notes.
Manage and maintain all aspects of accounting. Control budget, cash flow, and capital expenditures.
Conduct detailed studies to identify cost savings and make recommendations for improvement.
Manage general ledger closing and maintenance. Prepare sales tax/excise reports. Prepare quarterly/yearly payroll tax reports. Supervise office operations. Oversee human resources issues.
Troubleshoot and problem-solved with non-accounting people.
Key Contributions:
Organized, cleaned up the books, eliminated the backlog of non-financial reporting, put procedures and controls in place to stop incorrect processing of information, and created a disciplined accounting process. Achieved a 100% improvement in overall operations.
Initiated the use of business debit credit cards to reduce costs associated with high-interest credit cards.
Established new credit criteria for new accounts, significantly reducing bad debt.
Introduced/initiated weekly meetings to address problem areas.
Finance Director
Mid-Columbia Children's Council, Inc
Hood River, OR
11.2007 - 11.2008
Managed day-to-day operations within 5-person finance department for non-profit organization; controlled $5M grant-funded budget.
Revamped G/L, financial reports, and schedules to improve forecasting.
Implemented a new process that enhanced A/P functions, eliminating duplication, created a new filing system to ensure organization, and reduced processing time.
Partnered with auditors on annual audit and realized compliance with governmental tax guidelines. Corrected years’ worth of misclassified postings to ensure a clean audit.
Collections Specialist
Electric Lightwave, Inc.
Vancouver, WA
02.2000 - 01.2001
Performed telephone collections of past-due commercial telecommunication accounts.
Researched/resolved customer disputes and inquiries.
Improved the collection process involving disputed accounts by creating a dispute tracking log.
Effectively collected all 273 assigned accounts within control ($1.5M/month).
Accounting Clerk
Accountemps, Inc.
Vancouver, WA
08.1998 - 02.2000
Processed computerized accounts payable and receivable. Prepared sales tax reports and payroll tax reports. Performed bank and petty cash reconciliations.
Accounts Payable Clerk
Spar-Tek Industries, Inc.
Portland, OR
05.1997 - 08.1998
Performed all accounting functions (payables, receivables, bank reconciliation, journal entries, financials). Assisted in general ledger monthly/yearly closings.
Accounts Payable Clerk
Kyocera Industrial Ceramics Corporation
Vancouver, WA
06.1994 - 06.1996
Processed an average of 640 invoices per month. Performed bank reconciliations. Assisted in general ledger monthly/yearly closings.
Education
No Degree - accounting, communications, psychology