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111Applied by 9
Looking to expand my network
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Keep in touch with meI'm using Intch to connect with new people. Use this link to open chat with me via Intch app
Network Power<100 people
Roles
✨80%
Business Owner
🧨60%
Consulting
🔥40%
Startup Founder
Geos
🇦🇩20%
Andorra
🇩🇪20%
Germany
🇮🇳20%
India
Work Background
Now Answer Group LLCCFO / Controller / Consultant
Jan. 2019United StatesI work with companies large and small from 1 to 350 Million in revenue. I contribute to world class proficiency in the areas of financial reporting, streamlined accounting operations, financial policy and procedures, emerging technology & e-commerce. I have dedicated my career with equipping businesses & executives and key staff with business tools to help sidestep stumbling blocks . With over 25 years of progressive accounting, consulting, experience working with key teams to strategize together to implement these key resources in this complex economy Move forward, take flight, and elevate your business to the summit of success. I make sure you know exactly what it takes to reach the next level of success
NOW CFOInterim CFO
Mar. 2015 - Dec. 2020Portland, Oregon AreaI am part of a "roll-up your sleeves" full service outsourced CFO, operational accounting, and financial consulting firm with a singular focus on your company’s success. My team is packed with skilled professionals who fix the accounting and finance problems all companies face https://www.youtube.com/watch?v=ao0a8-WtFmc&feature=youtu.be As an experienced Controller in multiple industries from Non Profit / healthcare/ Public Works/Arts/Faith based to Mid to Large for profit Hospitality /retail/ service-based/ e-commerce and Construction among many other industries, I ensure that you have a capable resource that will provide your company with unmatched excellence in financial reporting. We provide the results and information required to make better financial decisions. Our team is built of the best CFO's Controllers & Accountants our team carries the same goal as you, growth and success! Our firm provides affordable expertise targeting your specific business needs. We are well versed in almost every accounting system including QuickBooks, Peachtree, Great Plains, and Dynamics,MAS 90 100 200,SAGE, business works and many more!
MIS Consulting & Sales, Inc.Accounting Consultant
May. 2008 - Jun. 2011Beaverton OregonConsultant
• Consulted Real Estate professionals with accounting functions and developing a sound system utilizing custom ERP (REAL Ledger software). • Handled calls and on-line conferences to help guide, train and communicate information regarding their accounting system and operation. EOY specialist. • General accounting project to help during conversion from Timberline software to new ERP. • A/R, Bank Reconciliations of construction account and several entities. • Created Journal entries and reports for the controller and management. • Set budget and created formulated spreadsheets for calculations.
• Reconciliation of liabilities and G/L • Depreciation and Asset allocation
• Pension and Health and Welfare audit to find inconsistencies
Wells Inc.Co-Chief Executive Officer
Jan. 2004 - May. 2008Albany, Oregon• Financial Reporting
• Set up bank accounts. oversaw the key personnel administrative tasks. Reconciled 10 corporate accounts. • Holder of fiduciary responsibility of the transactions of the corporation and the State of Oregon. • HR duties consisting of overseeing hiring and termination process. • HR functions, Hiring, Interviewing, Managing employee records, reporting.
• Recruited and screened qualified employees and determined pay scale. Implemented quality controls to maintain desired profit margins and implemented new systems to improve efficiency and work flow. • Assisted with creation of company policies and procedures manual. Compiled financial reports, fiscal budgets and statistical reports. • Analyzed financial data, tracked assets, managed bank and general transactions. • Held the company staff meetings and communicated with the owners, their attorney’s and the corporate CPA on a monthly basis to assure accuracy and compliance.
Qbooks Consulting ServicesConsultant /Controller/Accountant
Sep. 2000 - Dec. 2015Portland, Oregon AreaFull cycle departmental accounting. Full Cycle payroll utilizing ADP. Benefit and Retirement management . Asset allocation, depreciation and track capital expenditures, Investment tracking on endowments, CD’S and D-notes. Fluent in Business Works, QuickBooks, MAS200 accounting programs. Set-up annual budgets with administrative council and business manger. Other duties: Manage A/P A/R staff EOM reports, bank reconciliation for three non-profit entities, EOM Close
Archdiocese of PortlandStaff Accountant
Jan. 2000 - May. 2003Corvallis, Oregon AreaArchdiocese of Portland
Accountant April 2000 - September 2003
• Full-cycle non-profit departmental accounting. Full-cycle payroll utilizing ADP. Benefit allocation and reconciled employee/employer contributions with ING. • A/P.A/R formulating Excel worksheets for EOM reports, as well as, bank deposits, bank reconciliation for three non-profit entities, EOM & EOY closing for SFAS & GAAP. • Retirement program. Managed the health benefit program by tracking itemized statements and payroll reports. Created entry’s for asset allocation, depreciation and tracked capital expenditures, Investment tracking on endowments, CD’S and D-notes. • Fluent in Business Works accounting program (SAGE). Set-up annual budgets with administrative council and business manger and Priest, Tracked budgeting spending in excel on an annual and monthly budget file. • Sold burial sites and created deeds for Cemetery, General bookkeeping for the OSU Newman Center. Created and maintained local Parish website. Attended Finance and administrative council meetings. Created power point presentations and presented information to local members and staff. Attended educational classes for growth and development.
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