CERTIFICATIONS, LICENSURE & PROFESSIONAL AFFILIATIONS

Certified Public Accountant, State of Oregon, License 11405

Certified in Financial Forensics, pending
Core Forensic Accounting Certificate

Specialized Forensic Accounting Certificate, pending
Oregon Society of Certified Public Accountants

American Institute of Certified Public Accountants

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EDUCATION

Linfield University, McMinnville, Oregon B.S. Accounting – 1998

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EXPERIENCE

CFO Selections, Consultant – 2022 to present

• Fractional CFO

• Interim CFO

• Internal Control Assessment

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Central Oregon Pediatric Associates, CFO – 2018 to 2022

• Planned, developed, organized, implemented, directed and evaluated the fiscal function and performance of COPA and affiliated entities

• Responsibilities included oversight of internal control structure, financial reporting, banking and insurance relationships and interfacing with external accounting firms

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Patheon, a part of Thermo Fisher Scientific, Site Controller – 2016 to 2018

• Responsibilities included oversight of site finance and accounting activities, coordination with various corporate departments and initiatives and interfacing with internal audit team

• Worked closely with Site Head to develop a monthly process to anticipate and mitigate risks and understand short-term resource and capacity demands and constraints

• Coordinated the preparation of financial reporting, status and performance metrics both at the site and corporate levels on daily, weekly, monthly and annual cycles as appropriate

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LKQ Corp., Regional Operations Controller – 2013 to 2016

• Supported 20 regional branches in Oregon, Washington, Idaho, Montana and Western Canada across three business lines by assisting in the review and preparation of internal and external financial statements in accordance with GAAP

• Conducted periodic internal control reviews at the branch level, participated in monthly business review process and support the region in preparation of annual budgets and quarterly projections

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Oregon Eye Specialists, PC, CFO – 2006 to 2013

• Responsible for all aspects of accounting, finance and financial reporting process including supervisory and leadership roles

• Evaluated and continuously strengthened internal controls organization wide

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Total Mechanical, Inc, Controller – 2003 to 2006

• Supervised accounting and general office staff including overseeing all functions of construction accounting cycle

• Responsible for all aspects of cash management, annual audit and risk management and maintenance of relationships with insurance, surety, bonding and banking partners

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Hoffman, Stewart & Schmidt, PC, Senior Accountant – 1999 to 2002

• Participated in and supervised audits of financial statements of private and not-for-profit clients including A133 governmental compliance audits (Single Audit) and prepared individual, corporate and not-for-profit tax returns

• These included construction, not-for-profit and healthcare industries