With over a decade of experience in accounting and bookkeeping, I bring a meticulous and detail-oriented approach to financial management. My expertise lies in designing and maintaining robust accounting systems and procedures, ensuring precision and reliability. I am adept at analyzing intricate financial data, preparing accurate financial statements, and offering strategic insights for informed fiscal decision-making.
Overview
40
40
years of professional experience
Work History
Owner/Accountant/Bookkeeper
MOUNTAIN BOOKKEEPING SERVICE
06.2021 - Current
Record financial transactions and reconciled accounts in accounting software to generate financial statements in accordance with GAAP
Analyzed and visualized financial data to create and deliver presentations reporting financial performance for small business owners, and non-profit boards
Conduct process improvements to allow better financial tracking of projects within organizations
Process all banking transactions
Process payroll and managed all taxes, workers compensation, and monthly/quarterly/annual reporting
W-2 and 1099 processing annually
Monthly B&O and Excise tax management
Property tax management
Accounts Receivable and Accounts Payable management.
Director of Sales & Marketing
HOOD RIVER JUICE COMPANY
01.2018 - 03.2024
Spearhead the development and implementation of comprehensive sales strategies, leading to consistent achievement of annual sales objectives and significant growth in both volume and profits for existing and new customer segments
Cultivate and maintain productive relationships with key senior and mid-management level customers, enhancing company reputation and ensuring sustained business partnerships
Conduct in-depth market trend analysis and data-driven decision-making to identify lucrative markets and optimize product selection, significantly impacting market positioning and revenue growth
Efficiently manage the sales and marketing budget, aligning financial planning with strategic objectives and operational needs
Lead and inspire the sales and marketing team through effective mentorship and coaching, resulting in enhanced team performance and individual skill development
Collaborate with the Marketing Assistant to create dynamic online content and advertising campaigns, amplifying brand presence and consumer engagement
Strategically adjust selling prices by analyzing market conditions, cost structures, and competitive landscapes, ensuring optimal profitability and market competitiveness
Play a key role in cross-functional collaboration, working closely with internal teams on new business initiatives, production scheduling, and distribution strategies
Leverage expertise while conducting comprehensive research on potential customers and formulated strategic plans to secure new business, leading to successful expansion into new markets
Design and execute compelling sales presentations and marketing campaigns, directly contributing to business growth and increased market share.
Category Manager, Corporate Brands
SUPERVALU, INC./UNIFIED GROCERS
04.2008 - 12.2017
Led the development and execution of strategic annual and quarterly sales and promotional plans for the Pacific Northwest region, achieving key sales, financial, and market share objectives
Successfully drove profits and increased market share of Corporate Brands within the independent retailer sector through astute sales management
Collaborated with independent retailers to create cross-category promotions, substantially boosting joint purchase revenue across stores
Conducted detailed post-promotional analyses to evaluate campaign effectiveness, utilizing feedback and results to refine future strategies
Coordinated with Branded Category Managers on promotions, shelf space allocation, and pricing strategies, ensuring cohesive and effective market positioning.
Northwest Regional Account Manager
SNYDER’S OF HANOVER
12.2005 - 10.2007
Successfully managed profitable business outcomes, including volume, share, and profit, for key chain accounts in the Northwest region, resulting in significant growth and market penetration
Developed and implemented targeted account sales plans, leading to enhanced sales performance and market presence
Utilized market data tools like IRI and Nielson to build category knowledge and craft effective retail solutions tailored to customer needs
Coordinated with distributors to ensure the successful sale and execution of products and programs in chain retailers, enhancing product visibility and sales
Established and maintained value-enhancing relationships with retailers, applying category management expertise, responsive problem-solving, and proactive relationship management, resulting in improved customer satisfaction and loyalty
Led annual budget forecasting for sales and promotions, ensuring effective resource allocation and financial planning.
Safeway Account Executive
DPI-NORTHWEST
08.2004 - 12.2005
Led a team of eight District Managers in implementing the Safeway program across Portland and Seattle Divisions, focusing on Specialty, Ethnic, and Gourmet Foods
Responsible for collecting and analyzing market data, conducting surveys, and disseminating information, contributing to informed decision-making and strategy development
Ensured the tactical implementation of pricing, promotion, assortment, and schematics at Safeway, leading to streamlined operations and enhanced sales performance
Collaborated closely with Division MDOs and Merchandisers, fostering effective cross-functional relationships and ensuring the successful execution of sales programs.
Various Positions
SAFEWAY, INC.
01.1984 - 08.2004
20 Years with Safeway in many positions.
Manager of National Categories | Oct 2002 - Aug 2004
Category Manager | Fed 2000 - Oct 2002
Buyer III | April 1996 - Feb 2000
Pricing Specialist | Feb 1994 - April 1996
Accounting Department: A/R, A/P, General Ledger | Nov 1988 - Feb 1994
Education
Diploma w/Honors - Accounting Technology And Bookkeeping