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Work Background
Washington State Wine CommissionFinance & Technology Senior Manager
Dec. 2023• Enhanced financial systems and records management, ensuring high standards of accuracy and accessibility for critical financial data across multiple departments.
• Led strategic financial planning and budget management, addressing a 26% revenue shortfall and closing FY24 within 0.01% of the revised budget.
• Developed and implemented a multi-year budgeting strategy for FY25/26, approved by the commission's board, and realigned budget timelines for improved synchronization with fiscal cycles.
• Upheld stringent compliance with all relevant state and federal regulations, leading audit preparations and maintaining up-to-date Commission computer systems.
• Revamped digital infrastructure, coordinating website and CRM platform upgrades, which enhanced operational efficiency and staff resource accessibility.
• Negotiated a 17% reduction in overhead costs by securing a favorable new office lease and managed financial obligations for a nonprofit entity, strengthening banking and institutional relationships.
Costco WholesaleAccounting Clerk-A/P Freight
Jul. 2014 - Nov. 2023• Additional experience in accounts payable and freight management. Notable achievements include establishing a comprehensive process for intercompany account reconciliation, significantly enhancing data compilation and reporting accuracy, and resolving critical invoicing issues through effective communication with carriers and leadership teams.
Costco WholesaleFinancial Analyst
Jul. 2014 - Nov. 2023• Led financial reporting and strategic planning for IT department, managing both long and short-term financial operations including budget analysis and P.O. management to identify and capitalize on cost-saving opportunities.
• Designed and implemented advanced financial processes, enhancing efficiency across IS organization through creation of analytical models and decision-making tools at both global and enterprise levels.
• Oversaw financial operations of construction projects, managing all aspects from building cost tracking and capitalization to real estate acquisitions and construction-in-progress database maintenance.
• Directed development of IT divisional budgets, covering capital, expense, and non-controllable items, and spearheaded all associated financial activities including monthly reporting, forecasting, and long-range planning.
• Managed training and operational coordination of summer hire employees, ensuring rigorous compliance with asset capitalization policies through meticulous record maintenance and periodic reconciliations.
Costco WholesaleAccounts Payable Supervisor
Jul. 2014 - Nov. 2023• Managed over $550 billion in transactions annually, including $400M in P-card spend and $150B in outbound payments, ensuring accuracy through rigorous daily audits and control reconciliations with tools like Cognos BI.
• Streamlined P-card application process, reducing staffing requirements by one FTE, enhancing control levels, and overseeing key accounts payable operations.
• Utilized Hyperion to produce detailed financial reports that supported strategic decisions in merchandising, improving buying practices and inventory management through advanced AP and inventory turnover analyses.
• Oversaw dynamic discounting initiative that accelerated $8B in payments, generating $24M in income in FY20, and effectively reduced check voids for T&E expenses by 26% by transitioning to Electronic Funds Transfer.
• Developed and delivered key training modules on AP topics, elevating departmental expertise and performance, while providing critical forecasts and strategic insights to senior management.
Costco WholesaleVendor Maintenance Supervisor / Audit Supervisor
Jul. 2014 - Nov. 2023• Optimized vendor maintenance operations, implementing continuous procedural evaluations that improved efficiency by 20% and facilitated buyer training programs.
• Conducted rigorous daily audits on 600+ supplier account changes, maintaining stringent compliance and accuracy, and developed statistical reports to track and enhance departmental performance.
• Revised Desk Top Procedures to align with evolving practices, mitigating risk and improving process efficiency.
• Spearheaded recruitment and development for team of 16, enhancing team performance through structured training and regular feedback, resulting in higher productivity and alignment with modernization goals.
• Fostered robust partnerships with merchandising and legal departments, influencing organizational practices and supporting strategic initiatives through active leadership and collaboration.
Les Schwab Tire CentersSales and Service
Jun. 2007 - Jul. 2014
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