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Work Background
Channeled JournalFounder & Intuitive Healer | Spiritual Coach at Channeled Journal
Jan. 2024GlobalAs the Founder of Channeled Journal, I provide transformative spiritual coaching and healing services that help individuals achieve personal growth, balance, and clarity. Through Akashic records readings, ancestral healing, mediumship, and trance channeling, I guide clients in clearing energy blockages, releasing ancestral trauma, and aligning with their highest potential. With over 26 years of corporate experience, I understand the complexities of stress and performance, empowering individuals to break through limitations and thrive. I also collaborate and co-create with other holistic healers to bring a richer, more diverse healing experience to my clients. Channeled Journal is dedicated to helping others unlock their true potential, offering tools for transformation, clarity, and holistic well-being. Let’s journey together toward deeper healing and spiritual awakening.
Fixed Asset ConsultingChief Executive Officer
May. 2023Top Consulting Services and Outsourcing Program. • Managing the complete lifecycle of fixed assets, including acquisition, adjustments, depreciation, disposal, and retirement.
• Preparing, reviewing, and analyzing fixed asset schedules, depreciation reports, and project activities.
• Ensure timely and accurate bookings of Construction in Progress, Fixed Asset Capitalization, Fixed Assets scrapping and accelerations.
• Identifying procedures to set up and maintain periodic physical verification of fixed assets and reconciling physical counts with the asset register.
• Calculating and recording depreciation expenses for all fixed assets in compliance with accounting standards and tax regulations.
• Ensuring SOX regulations and Audit compliance related to fixed assets.
• Conducting periodic reviews of fixed assets across locations nationwide.
• Conducting analyses related to fixed assets as requested by management.
• Prepare monthly, quarterly, and annual roll-forward to assist in close processes related to fixed assets.
• Utilizing FAS Asset Accounting software to update and maintain accounting records for fixed asset transactions.
• Performing reconciliation of fixed assets to the general ledger.
• Continuously evaluating and enhancing fixed asset management processes, systems, and controls.
• Recommending changes in procedures and leading/supporting project accounting team initiatives or internal processes.
Zero Effort Solutions, Inc.CEO
Mar. 2023Oregon, United StatesZestFA harnesses the power of trusted data sources, effortlessly transforming complex reports from multiple systems and formats into a variety of valuable outputs: streamlined consolidation, seamless auto-reconciliation, effortless multi-currency handling, fillable PDF forms, insurance reports, and user-friendly imports, among others. The Challenge: Fixed Asset Management often involves endless hours of manual tasks, copy/pasting, reconciliation, and complex reporting, draining resources and stifling innovation. The Solution: ZestFA revolutionizes the landscape, liberating your workforce from mundane tasks and delivering financial benefits. Benefits at a Glance: - Reclaim Time: Automate labor-intensive tasks, freeing your team for strategic initiatives.
- Precision Matters: Ensure data accuracy, eliminate errors, and streamline audits.
- Financial Gains: Reduce costs, minimize fees, and maintain global financial control.
- All-in-One Solution: ZestFA is your ONE SOURCE for the entire capital lifecycle, from budget approval to disposals.
- Powered by AI: As your data grows, our AI learns, allowing for natural language requests and intelligent responses.
- Embrace Liberation: Unleash your workforce, enhance efficiency, and propel growth and innovation.
Featuring pre-defined templates and customizable Routines. It integrates AI for data accuracy, maintains a robust Data Library, supports customizable approval workflows, and records detailed audit history.
Precision CastpartsSenior Manager - Global Fixed Assets
Aug. 2018 - Jan. 2024Portland, Oregon Area
Precision CastpartsDirector Global Fixed Assets
Aug. 2018 - May. 2023Oregon, United StatesManaged and administrated:
• Over $13 billion worth of large-scale fixed assets.
• Oversaw global-scale, highly capital-intensive operations.
• Managed and supported 120 locations sub-ledgers for GAAP, Federal Tax, State, ADS, and more Collaboration:
• Worked closely with PCC’s expert accounting team and a global user community.
• Ensured seamless integration with custom-developed capital software systems.
• Product design, management (GitLab), and prioritizing user-led feedback on the internal capital systems.
• Designed custom reporting with HQ IT Development Staff and internal user base: Finance, FP&A, SOX, Audit, Tax, State, Property Tax, Treasury, and third party. High Level Achievements: - Led the development and management of the in-house Capital Appropriations Request (CAR) system.
- Internal Product Design and Ownership: Construction In Progress Accounting
- Centralized Fixed Asset Management Design and Implementation to increase efficiency and automation
- Automated Disposal/Sale/Transfer Processes and approval workflow
- SOX and Internal Audit Efficiency: eliminating test steps for fixed asset controls with automation
- Tax and State Department: reducing fixed asset reporting and compliance by 80%
SWK Technologies, Inc.Practice Manager - Fixed Assets
Jan. 2018 - Aug. 2018United States
SWK Technologies, Inc.Certified Sage Fixed Asset Partner & Consultant
Jan. 2014 - Aug. 2018An Alliance Member with SWK Technologies.
eFormatter, Inc.CEO and Co-founder
Sep. 2012 - Aug. 2018Eugene, Oregon AreaBorn and built based on client need, this web-based integration and data transformation solution, eFormatter is completely custom built (once) per project and reused over and over by the end-users. Since this product is report driven, endless version releases with third party products will never break the functionality it provides. eFormatter can be utilized in many application uses for any business function, industry, etc. Ideas are endless and the user experience is so simple, even your grandma can process data transformation in a matter of seconds. Once the transformation is complete, your fresh data can be pushed out into a wide variety of file formats (even multiple data sheets): .CSV, .PDF, Excel, Multi-tabbed Excel, etc. Best part, no installation needed and once your data is pulled down, it's not floating in a 'cloud'.
Fixed Asset ConsultingCEO and Lead Fixed Asset Consultant
Mar. 2012Eugene and Portland OregonFixed asset management is not as easy as everyone may think, there are many facades and accounting responsibilities that play a role in the overall process of managing fixed assets. If they are mismanaged, it can affect budgets, over or under payments of insurance and property taxes, compliance issues, inadequate controls, missing important deductions, extreme cost variances between book (GAAP) and Federal Tax, etc. FAC, LLC offers a variety of professional services, solutions and custom applications for fixed asset management to ensure nothing gets overlooked. We assist our clients in all or part of their everyday fixed asset needs.
Paragon International, Inc.Senior FAS Consultant and Certified Trainer
May. 2009 - Apr. 2012Providing professional services and consulting on full-circle fixed asset management processes to all industries. Sell and implement the leading fixed asset management software, Sage/Best FAS for over 10 years. I also work with other Sage Software Authorized Business Partners who provide additional Sage Solutions such as: MAS 90/200/500, ACCPACC, Timberline, MIP, etc. Because of this, I am also skilled in integrating the Sage FAS solutions with the Sage Accounting software solutions.
Sage SoftwareSenior FAS Business Partner
Jan. 1998 - Jan. 2024Since 1998, I have been marketing, selling and providing an array of professional services for fixed assets with the Sage FAS solutions being my automated product of choice. Over the last 18+ years I've done nothing but breathe, eat and sleep the Sage FAS solutions and have been in the trenches with my clients, assisting them in all aspects of their fixed assets. Even went as far as owning my own successful FAS consulting firm and having the great pleasure of being part of the Sage Software Presidents Club for four years in a row. Being a highly skilled and knowledgeable FAS professional, Sage Software utilizes me from time to time as an on-call FAS Trainer.
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