Experienced and persistent leader with a strong background in both nonprofit and for-profit sectors, skilled in strategic planning, financial management, and driving impactful missions. I excel at building relationships, securing funding, and overseeing administration, development, and advocacy efforts. My strengths include forming lasting partnerships, aligning initiatives with organizational goals, and fostering collaboration in community-focused environments. With a hands-on approach and a relentless work ethic, I am committed to leading and growing organizations to achieve meaningful outcomes.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Non Profit CFO
Creating Answers
03.2023 - Current
Oversaw budgets, payroll, and accounts payable and receivable.
Prepared accurate financial statements at end of month/quarter/year to summarize financial health and business performance.
Conducted detailed analysis of company financial information and oversaw preparation of related reports.
Directed budget development, creation of budgetary controls and recordkeeping systems and investment management.
Analyzed operational issues and implemented corrective action to maximize profits.
Set and monitored effective financial policies to analyze company financial strengths and weaknesses and propose corrective actions.
Worked closely with audit team to hedge against or mitigate operational risks.
Established and maintained strong relationships with clients, vendors and strategic partners.
Executive Director
Idaho FFA Foundation
06.2018 - 03.2023
Worked closely with organizational leadership and board of directors to guide operational strategy.
Built relationships with donors, government officials and other organizations to secure funding and support for organization.
Set organizational goals, ensuring focus alignment and mission fulfillment.
Advocated for organization and company mission to raise awareness and support.
Developed and executed successful internal and external communication strategies, enhancing organizational visibility.
Represented organization via speeches and community events, fostering community connections and strengthening industry relationships
Created promotional materials, utilized social media, website, and print media for public education.
Exercised appropriate cost control to meet budget restrictions and maximize profitability.
Aligned vision, goals, and objectives with company strategy to achieve consistently high results.
Established and maintained strong relationships with customers, vendors and strategic partners.
Managed financial, operational and human resources to optimize business performance.
Cultivated company-wide culture of innovation and collaboration.
Developed innovative sales and marketing strategies facilitating business expansion.
Built and led productive teams through strategic hiring and training initiatives.
Cultivated a collaborative work culture, boosting morale and reducing turnover.
Executive Director
NAIFA Idaho
11.2017 - 04.2021
Managed event promotion, streamlined finances, and coordinated continuing education opportunities
Consolidated and optimized the chart of accounts, improving financial reporting efficiency
Led membership recruitment efforts, engaging with members and facilitating networking opportunities
Coordinated annual events, managing budgets and ensuring successful outcomes for attendees.
Worked closely with organizational leadership and board of directors to guide operational strategy.
Director of Finance & HR
North Star Charter School
02.2017 - 01.2018
Oversaw a $6.2 million operating budget, ensuring alignment with strategic priorities
Collaborated with the Director of Development to optimize marketing strategies for targeted enrollment
Managed accounting and financial operations, including annual audit processes
Supported fundraising campaigns by coordinating reporting, publishing, and tracking of donations.
Managed other HR staff and oversaw completion of tasks and initiatives.
Fostered cross-functional relationships to connect managers and employees and improve overall efficiency.
Director of Finance & Marketing
Idaho Association of Commerce & Industry
09.2008 - 02.2017
Drove 42% membership growth through strategic planning and revamped membership structures
Managed financial functions, prepared reports for the board, and led successful lobbying efforts
Developed relationships with members and legislators, fostering an environment conducive to advocating business issues
Created new revenue streams via annual and event sponsorship opportunities, increasing overall profits
Successfully managed budgets for conferences and statewide events, ensuring high-quality experiences.
Monitored budget and revenue trends, compiling reports for company leadership to inform decision-making.
Generated financial and operational reports to assist management with business strategy.
Supported operations management, sales, and marketing efforts to increase revenue and overall financial health.
Analyzed financial statements against forecasts to prepare high-level variance analysis.
Assisted with recruiting, interviewing and hiring new department employees.
Established and enforced controls on revenue and expenses to protect company assets.
Identified partnership opportunities and established favorable business connections.
Drove revenue stream development through strategic collaboration and partnerships.
Complied with established internal controls and policies.
Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
Evaluated and negotiated contracts to procure favorable financial terms.
Set clear departmental objectives and developed effective strategies to achieve targeted goals
Vice President
Jedry Enterprises, Inc.
04.2005 - 06.2016
Founded and managed a start-up business, overseeing financial activities and operational management
Demonstrated proficient leadership skills to motivate employees and build competent teams.
Developed and implemented successful marketing strategies, consistently increasing revenues
Created new revenue streams through expanded service offerings and strategic partnerships
Hired and managed employees to maximize productivity while training staff on best practices and protocols.
Designed and implemented benefits programs, enhancing overall employee satisfaction.
Established and maintained strong relationships with customers, vendors and strategic partners.
Managed financial, operational and human resources to optimize business performance.
Collaborated with legal, accounting and other professional teams to review and maintain compliance with regulations.
Cultivated company-wide culture of innovation and collaboration.
Maintained P&L and shouldered corporate fiscal responsibility.
Executive Director
NAIFA Idaho
09.2010 - 06.2012
Managed event promotion, streamlined finances, and coordinated continuing education opportunities
Consolidated and optimized the chart of accounts, improving financial reporting efficiency
Led membership recruitment efforts, engaging with members and facilitating networking opportunities
Coordinated annual events, managing budgets and ensuring successful outcomes for attendees.
Mortgage Loan Officer
Moore Financial Services/Spectra Funding
04.2004 - 01.2009
Marketed specialized mortgage services, analyzing financials, and facilitating escrow closings
Developed key business partnerships, expanding client base and increasing loan portfolio
Trained new loan officers on lending/pricing systems and product offerings
Participated in continuing education, ensuring compliance with NMLS licensing requirements.
Worked with underwriters to fix application problems and resolve issues.
Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
Analyzed loan applications and credit reports to determine loan eligibility and risk level.
Explained different types of loans pertaining to client situations.
Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
Developed extensive network of referral partners to source new mortgage loan opportunities.
Proactively identified solutions for customers experiencing credit issues.
Education
Bachelor of Science - Business Administration/Finance
University of Delaware
Newark, DE
05.1997
Skills
Senior Level Management
Strategic Planning & Implementation
Communications Strategist
Financial Management & Administration
Fundraising & Marketing
Project & Event Management
Relationship Building
Team Leadership & Training
Advocacy & Lobbying
Risk Management
Educational Program Development
Operational Management
Activities
American Society of Association Executives
Ag in the Classroom
Idaho Association of Ag Teachers
Treasure Valley YMCA (Strategy and Community Planning Committee)
Employers Health Coalition of Idaho (Board Member, 2016-2017)
Western Whitewater Association (Treasurer, 2002 and 2007)
Intermountain Jet Boat Association (Founding Board Member)
Boise Metro Chamber of Commerce
BOMA
Certification
ASAE, Certified Association Executive (CAE) - 2014
Timeline
Non Profit CFO
Creating Answers
03.2023 - Current
Executive Director
Idaho FFA Foundation
06.2018 - 03.2023
Executive Director
NAIFA Idaho
11.2017 - 04.2021
Director of Finance & HR
North Star Charter School
02.2017 - 01.2018
Executive Director
NAIFA Idaho
09.2010 - 06.2012
Director of Finance & Marketing
Idaho Association of Commerce & Industry
09.2008 - 02.2017
Vice President
Jedry Enterprises, Inc.
04.2005 - 06.2016
Mortgage Loan Officer
Moore Financial Services/Spectra Funding
04.2004 - 01.2009
Bachelor of Science - Business Administration/Finance