Summary
Overview
Work History
Education
Skills
Certification
Websites
References
Timeline
Generic

HEATHER WALKER

Bend,OR

Summary

Proactive finance executive with 21 years of structural engineering leadership. Trusted advisor known for delivering service excellence through in-depth financial analysis, strategic guidance, and M&A support. Expertise in budgeting, forecasting, cash-flow optimization, capital allocation, and risk mitigation. Proven track record of improving systems and controls, mentoring staff and securing firm stability.

Overview

22
22
years of professional experience
1
1
Certification

Work History

Business Manager/Human Resources and Accounting Director

Walker Structural Engineering PC
Bend, OR
01.2004 - Current
  • Act as a trusted advisor to Principal Engineers, setting service excellence standards, and building deep, enduring relationships with firm partners and clients.
  • Conduct in-depth financial analysis: trend identification, opportunity mapping, risk assessment, and presentations of KPIs and management-level reports designed using Ajera Widgets.
  • Provide strategic guidance on annual budgeting, rolling forecasts, cash-flow optimization, capital allocation, and investment decisions aligned with long-term growth goals.
  • Led two M&A transactions: managed due diligence, financial modeling, valuation, deal structuring, and post-close integration coordination with the seller and Zweig Group M&A services.
  • Deliver timely, accurate monthly, quarterly, and annual reports that translate complex data into actionable insights for leadership teams.
  • Improved financial systems and controls by implementing Deltek Ajera, automating repetitive tasks, designing and creating SOP manuals, and enhancing compliance and audit readiness.
  • Communicated performance and strategic insights effectively to executives, banking partners, and potential investors.
  • Assess financial risk exposures: project cost overruns, debt coverage ratios, and contingency planning.
  • Mentor internal team members on full-cycle accounting, benefits renewal, and daily procedures.
  • Play a leadership role in business development: identifying acquisition targets, prepare outreach materials, and supported pitch presentations to expand firm markets

Education

Associate of Science - Business

Mt. Hood Community College
Gresham, OR

Bachelor of Science - Business Administration – Finance

Portland State University
Portland, OR

Skills

  • Full-cycle Accounting
  • Financial Reporting
  • Budgeting & Forecasting
  • Cash-flow Optimization
  • M&A Strategy
  • KPI Design
  • Performance Metrics
  • Financial Systems Implementation
  • Strategic Planning
  • Capital Allocation
  • Risk Assessment
  • Mentorship & Team Development
  • Client Advisory
  • Business Development
  • Recruitment
  • Microsoft 365
  • Deltek Ajera
  • QuickBooks

Certification

  • The AI Whisperer for Business Workshop - Presented by Severin Sorensen: How to apply AI effectively in hiring, management, marketing, and sales. Session covered how to create detailed hiring documents, KPIs, SOPs, create marketing personas, and design sales campaigns with AI.
  • Knowledge is Power - Presented by Dale S. Richards: 10 Course Review - Business Optimization & Valuation Manual to 2x-5x Revenue, Profits and Value.

References

References available upon request.

Timeline

Business Manager/Human Resources and Accounting Director

Walker Structural Engineering PC
01.2004 - Current

Associate of Science - Business

Mt. Hood Community College

Bachelor of Science - Business Administration – Finance

Portland State University

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HEATHER WALKER