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Work Background
Sum TheorySenior ERP Analyst
Nov. 2021Led cross-functional initiatives to gather, analyze, and align complex business requirements with project deliverables, ensuring stakeholder objectives were met with precision. Spearheaded process improvement strategies that significantly enhanced operational efficiency and reduced organizational waste. Designed and delivered impactful user training programs, empowering staff with the skills and knowledge necessary to maximize system utilization and adoption. Directed seamless system integration projects, streamlining interdepartmental workflows and fostering improved cross-functional collaboration. Cultivated strong, trust-based relationships with key stakeholders, including elected officials, county executives, department heads, IT teams, and external technology partners, to align ERP solutions with long-term organizational goals. Developed and managed detailed project plans encompassing scope, timelines, budgets, and resource allocation for high-impact ERP modules. Proactively identified and mitigated project risks through structured risk assessments, strategic planning, and continuous monitoring of implementation progress. Led end-to-end testing efforts, resolved critical system issues, and secured stakeholder approval on system architecture and reporting capabilities. Championed organizational change management efforts by driving engagement, communications, and training initiatives that ensured smooth transitions and high end-user adoption. Monitored and evaluated technology performance across all systems within the assigned business unit to drive continuous improvement and innovation.
CMMS IncChief Financial Officer
Nov. 2018 - Dec. 2021Anacortes, Washington, United StatesDirected full-cycle accounting operations, including bookkeeping, payroll, budgeting, and financial reporting, ensuring accuracy, compliance, and operational efficiency across all financial functions. Assessed and evaluated organizational financial performance in alignment with long-term operational goals, providing actionable insights to drive informed decision-making at the executive level. Played a key leadership role in strategic planning and business development, offering critical financial perspective to shape both short-term initiatives and long-range growth strategies. Developed and managed financial forecasts, operating budgets, and cash flow models to support organizational stability and scalability. Partnered closely with executive leadership and board members to align financial strategy with mission objectives and operational capacity.
Tri-Essence CareClinical Administrator
Jun. 2016 - Oct. 2018Oak Harbor, WALed full-cycle accounting and financial operations, including medical billing, bookkeeping, budgeting, and fiscal planning, ensuring financial accuracy, regulatory compliance, and sustainable growth. Played a critical role in executive-level strategic planning, aligning financial strategy with clinical operations, long-term goals, and evolving market dynamics. Directed daily clinic operations and cross-functional office staff, integrating financial leadership with hands-on management to drive efficiency and a high standard of patient care. Oversaw credentialing, contracting, and insurance management to support revenue cycle optimization and timely reimbursements. Managed the full employee lifecycle—from recruiting and hiring to onboarding, development, and performance management—ensuring a cohesive and capable team. Led marketing and outreach initiatives to grow the clinic’s visibility, including developing referral partnerships, managing the clinic website, designing promotional materials, and representing the organization at community events. Handled inventory management and pricing for retail and naturopathic pharmaceutical products, optimizing margins while maintaining quality and availability. Regularly audited both administrative and clinical operations to uphold compliance with internal policies and external healthcare regulations. Provided technical support and implemented systems improvements to streamline workflows, enhance data accuracy, and support informed decision-making across departments.
LuLaRoeOwner of Somes Island Outfitters LLC
Jan. 2016 - Dec. 2017Greater Seattle AreaManage day-to-day tactical and long-term strategic activities within the business. Conduct full-charge bookkeeping. Deliver products to customers in timely manner. Review and approve billing invoices and expense reports. Participate in various incentive programs and contests designed to support achievement of production goals. Responsible for implementing all business-building and relationship-building. Receive and process cash and credit payments for purchases. Share product knowledge with customers while making personal recommendations. Place special merchandise orders for customers. Manage social media sites. Account for all incoming and outgoing inventory.
Bank of AmericaVP, Senior Business Control Specialist
Apr. 2011 - Jun. 2016Greater Seattle AreaConduct risk-based assessment of business control alignment to internal and external requirements. Collaborate with business partners to remediate identified gaps. Monitor changes in control or requirements and reassess as necessary. Develop test plan for implementation by internal audit to measure effectiveness of key controls in mitigating risk. Adapt test plan as appropriate to answer demands of investors and regulators/monitors. Provide leadership support to team manager: mentor peers, project management, etc. Build and maintain relationships with internal and external business partners, including consultants and executives.
Bank of AmericaProcess Design Consultant
Jun. 2010 - Mar. 2011Work with senior leaders to recommend, launch, and monitor marketing efforts. Manage marketing projects and initiatives, collaborating with cross-functional departments as needed. Edit materials for print and online marketing. Work with event planning teams to identify marketing opportunities. Provide marketing and technical support to reverse mortgage loan originators.
Bank of AmericaSenior Quality Assurance Analyst
May. 2009 - Mar. 2011Complete quality testing and provide training support in Reverse Mortgage department.
HSBC North AmericaQuality Assurance & Control
Jan. 2006 - Apr. 2009Complete internal audit reviews in assigned branches and report findings to management. Engage operation management in developing action steps to cure exceptions identified and to mitigate future risk. Conduct follow up reviews and facilitate training to address compliance-related issues. Assist management with specialized audits and investigations and provide detailed summary reports accordingly. Provide additional operational support as necessary.
Household InternationalSenior Account Executive
Jun. 2004 - Dec. 2005Promote and solicit loan products to customers. Identify needs and present additional products as appropriate.
HSBC North AmericaQuality Assurance
Jan. 2004 - Jan. 2009Complete independent audit reviews in assigned branches and report findings to management. Engage operation management in developing action steps to cure exceptions identified and to mitigate future risk. Conduct follow up reviews and facilitate training to address compliance-related issues. Assist management with specialized audits and investigations and provide detailed summary reports accordingly. Provide additional operational support as necessary.
Brigham Young UniversityMTC Thai Language Instructor
Aug. 2000 - Jun. 2004Teach Thai language including phonetics, vocabulary, grammar, reading, writing, etc. Train missionaries in teaching methodology, observe and provide feedback.
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