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Work Background
Oblong Inc.Vice President, Accounting and Administration
Jan. 2024Colorado/OhioBOD facing role responsible for management and oversight of accounting, finance, and financial/SEC reporting functions; management of fiscal procedures and controls; technical accounting; risk management; budgeting and forecasting; and Human Resources. Report to the CFO with two direct reports.
Oblong Inc.Corporate Controller
May. 2020 - Jan. 2024Colorado/Ohio BOD facing Director role responsible for management and oversight of accounting, finance, and financial/SEC reporting functions; management of fiscal procedures and controls; technical accounting; and risk management. Report to the CEO with two direct reports.
miRagen Therapeutics, Inc.Corporate Controller
Aug. 2018 - May. 2020Boulder, ColoradoBOD facing role responsible for management and oversight of accounting, and financial/SEC reporting functions; management of fiscal procedures, technical accounting, internal controls, and risk management. Report to the CFO with three direct reports and five indirect reports.
Optimum Financial Solutions, LLCCompany Owner
May. 2018United StatesConsulting for small businesses and SEC reporting services.
Ascent Solar Technologies, Inc.Director, Accounting and Financial Control
Mar. 2017 - Mar. 2021Thornton, ColoradoBOD facing executive role responsible for management and oversight of accounting, finance, and financial/SEC reporting functions; strategic corporate operations; management of fiscal procedures and controls; technical accounting for complex debt and equity financing; risk management; human resources; and investor relations. Report to the CEO with five direct reports.
LakeshoreController
Sep. 2014 - Jul. 2016Greater Denver AreaWhile with Lakeshore, I designed and implemented month end, quarter end, and year end close processes; designed a new chart of accounts; designed a system of tracking and reporting sales and gross profit for external agents in order to streamline the compensation process; and developed a cash flow planning model. Responsible for management and oversight of accounting department; creating and managing fiscal procedures and controls; cash management and banking relationships; maintaining business licenses and tax licenses in thirty-one states; maintaining insurance coverage and policies; and financial reporting. Reported to the CEO with three direct reports.
Black Diamond Financial GroupDirector of Financial Reporting
Oct. 2012 - Oct. 2014Greater Denver AreaWhile with Black Diamond Financial Group, I designed and implemented month end, quarter end, and year end close processes; I researched and documented complicated equity transactions for appropriate treatment under GAAP; and I designed and implemented a more streamlined consolidation process within our systems. Responsible for the financial reporting of fifteen companies, including SEC reporting for two public companies; managing year end audits and quarterly reviews with external CPA’s; managing financial due diligence during the acquisition and/or merger of companies; and taking companies public through SPACs.
RoomlinxVP - Controller
Jun. 2007 - Oct. 2012Broomfield, COBrought the company current in SEC reporting by completing three and half years of reviews, audits, and reports in sixteen months.
Implemented a serialized inventory system and procedures.
Implemented a change in accounting software from Microsoft Small Business Accounting to Microsoft Dynamics, Great Plains.
Assisted with moving the company off of the “pink-sheets” and on to the OTC Bulletin Board, including working with a market maker and preparing and filing the appropriate paperwork with FINRA and the SEC.
Assisted with affecting a 1-for-100 reverse split of the company’s common stock, including preparation and filing the appropriate paperwork and reports with the CUSIP Service Bureau, FINRA and the SEC.
Assisted with mergers and acquisitions of five companies, including due diligence, and preparation and filing of pro-forma financial statements with the SEC.
Assisted with preparation and filing of S-1 and S-8 registration statements with the SEC. BOD facing executive role responsible for management and oversight of accounting, finance, and financial/SEC reporting functions; strategic corporate operations; management of fiscal procedures and controls; technical accounting; human resources; and investor relations. Report to the CEO with four direct reports.
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