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Work Background
LaunchX Entrepreneurship ProgramLead Business Instructor
May. 2022 - Aug. 2023WorldwideWork with student entrepreneur teams from around the world. Work in a fast-paced environment where we go from idea through prototype, testing, finance, marketing, and close with actual sales of the developed product. My role is to coach, mentor, and teach specific courses within the LaunchX program.
Business/Entrepreneurship/Finance/Leadership/STEMInstructor/Curriculum Developer - Business/Finance/Entrepreneurship/Leadership/STEM
Sep. 2016Oregon, United StatesCurriculum developer and Instructor for new/emerging CTE (Career and Technical Education) programs. Specializing in Business/Entrepreneurship, Finance, and STEM. STEM programs included Computer Science, Robotics, 3D Printing, and other hands-on learning programs designed to prepare students for the workforce.
American Red CrossExecutive Director
Mar. 2013 - Aug. 2016Central and Eastern OregonManaged donor relationships and CRM portfolio in Salesforce. Coordinated large-scale events to enhance program reach and impact donors, volunteers, and community leaders. Developed partnerships with regional schools, government agencies, businesses, local media, and non-profit organizations. Provided financial reporting and analysis to the Board of Directors and Regional CEO.
JOURNEY COACHES INCOwner/President
Apr. 2010 - Mar. 2013Western United States and CanadaCharter bus transportation services across the Western U.S. and Canada. Served sports teams, tour companies, corporate clients, schools, and universities. Oversee and ensure accurate bookkeeping within QuickBooks, including accounts payable and receivable. Manage bank reconciliations and financial transactions. Maintain the integrity of the general ledger and financial records. Create and monitor budgets using QuickBooks budgeting tools. Forecast financial trends and assess risk using historical data from QuickBooks. Supervise payroll processing and ensure compliance with tax regulations. Utilize QuickBooks for payroll tax filings, 1099 preparation, and end-of-year tax documentation. Generate detailed financial reports, including profit & loss statements and balance sheets. Ensure compliance with GAAP, tax laws, and other financial regulations. Monitor cash flow and optimize spending to improve profitability. Use QuickBooks to track expenses, manage vendor payments, and reduce operational costs. Provide financial insights to the executive team using QuickBooks dashboards and reports. Work with auditors, accountants, and investors to ensure financial transparency.
JOURNEY COACHES INCOwner/Chief Financial Officer
Apr. 2010 - Mar. 2013Western United States and CanadaCharter bus transportation services across the Western U.S. and Canada. Served sports teams, tour companies, corporate clients, schools, and universities. Oversee and ensure accurate bookkeeping within QuickBooks, including accounts payable and receivable. Manage bank reconciliations and financial transactions. Maintain the integrity of the general ledger and financial records. Create and monitor budgets using QuickBooks budgeting tools. Forecast financial trends and assess risk using historical data from QuickBooks. Supervise payroll processing and ensure compliance with tax regulations. Utilize QuickBooks for payroll tax filings, 1099 preparation, and end-of-year tax documentation. Generate detailed financial reports, including profit & loss statements and balance sheets. Ensure compliance with GAAP, tax laws, and other financial regulations. Monitor cash flow and optimize spending to improve profitability. Use QuickBooks to track expenses, manage vendor payments, and reduce operational costs. Provide financial insights to the executive team using QuickBooks dashboards and reports. Work with auditors, accountants, and investors to ensure financial transparency.
Ladies in Red, Inc.Owner/President
Feb. 2001 - Jun. 2010NationwideNationwide sales and distribution of organic pest control products. Clients included large-scale organic farms and major retail chains.
Ladies in Red, Inc.Owner/Chief Financial Officer
Feb. 2001 - Jun. 2010NationwideNationwide sales and distribution of organic pest control products. Clients included large-scale organic farms and major retail chains.
Brad's Auto & Truck Parts, Inc.Owner/President
Jan. 1985 - Jan. 2001NationwideNationwide sales of automotive and light truck parts. 9-acre facility in Central Oregon. Automotive recycling. Oversee and ensure accurate bookkeeping within QuickBooks, including accounts payable and receivable. Manage bank reconciliations and financial transactions. Maintain the integrity of the general ledger and financial records. Create and monitor budgets using QuickBooks budgeting tools. Forecast financial trends and assess risk using historical data from QuickBooks. Supervise payroll processing and ensure compliance with tax regulations. Utilize QuickBooks for payroll tax filings, 1099 preparation, and end-of-year tax documentation. Generate detailed financial reports, including profit & loss statements and balance sheets. Ensure compliance with GAAP, tax laws, and other financial regulations. Monitor cash flow and optimize spending to improve profitability. Use QuickBooks to track expenses, manage vendor payments, and reduce operational costs. Provide financial insights to the executive team using QuickBooks dashboards and reports. Work with auditors, accountants, and investors to ensure financial transparency.
Brad's Auto & Truck Parts, Inc.Owner/Chief Financial Officer
Jan. 1985 - Jan. 2001NationwideNationwide sales of automotive and light truck parts. 9-acre facility in Central Oregon. Automotive recycling. Oversee and ensure accurate bookkeeping within QuickBooks, including accounts payable and receivable. Manage bank reconciliations and financial transactions. Maintain the integrity of the general ledger and financial records. Create and monitor budgets using QuickBooks budgeting tools. Forecast financial trends and assess risk using historical data from QuickBooks. Supervise payroll processing and ensure compliance with tax regulations. Utilize QuickBooks for payroll tax filings, 1099 preparation, and end-of-year tax documentation. Generate detailed financial reports, including profit & loss statements and balance sheets. Ensure compliance with GAAP, tax laws, and other financial regulations. Monitor cash flow and optimize spending to improve profitability. Use QuickBooks to track expenses, manage vendor payments, and reduce operational costs. Provide financial insights to the executive team using QuickBooks dashboards and reports. Work with auditors, accountants, and investors to ensure financial transparency.
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