Results-oriented experienced and dedicated financial professional with eighteen years of progressive accounting and management experience. Highly motivated and dependable individual with proven track record of success using a rich, balanced approach to optimizing resources through technical accounting, operations and leadership talents Excellent knowledge of GAAP, Accounting/Finance Practices, Construction Accounting Practices, and Fraud Prevention Practices. Committed to excellence
Results-oriented experienced and dedicated financial professional with eighteen years of progressive accounting and management experience. Highly motivated and dependable individual with proven track record of success using a rich, balanced approach to optimizing resources through technical accounting, operations and leadership talents Excellent knowledge of GAAP, Accounting/Finance Practices, Construction Accounting Practices, and Fraud Prevention Practices. Committed to excellence in construction financial management with a strong understanding of the unique construction accounting practices and industry knowledge. Effectively directs multiple priorities and generates innovative strategies exceeding performance objectives. Hands on leader with the ability to learn quickly, and thrive in a fast-paced environment. Results-oriented manager with strengths in identifying conflict or opportunity, developing solutions or action plans to make business decisions. Focused on improving overall business success through cross-functional team interactions. Dynamic leader that develops motivated and creates a loyal team with awareness of work load and necessary training for success.
Expertise includes auditing, business/industry accounting, forensic accounting, financial management accounting and operations management, financial statement preparation, forecasting, financial analysis, strategic planning, sales/marketing, and budgeting. Excellent oral and written communication skills; successfully communicating with all levels and types of employees within an organization and with external partners. Entrepreneurial spirit and vision for success has accelerated knowledge and success in developing and implementing operational, financial, and marketing strategies for employers and clients.
CFO @ From August 2015 to Present (5 months) Chair of Education Steering Committee @ The Education Steering Committee provides input regarding the development and presentation of educational products and services for members of CFMA and the local chapters. They also serve as a sounding board providing advice and guidance to the CFMA Education team, including review of education policies, practices and procedures. Participation on this committee is by appointment and candidates are selected based on a set of criteria designed to ensure fair representation of all member constituencies while ensuring that candidates have experience that brings value to the committee. Ideal candidates are experienced in developing, selecting and/or arranging for the presentation of professional education offerings and for example, might include CFMA members who have actively served in a capacity that was integral to the offering of professional education at their local chapter. From April 2015 to Present (9 months) CFO & Business Consultant @ Executive Management: Budgeting implementation, oversight, and follow through, Project Management, Financial statement preparation and analysis, Operational expertise, Developing key business performance indicators, Compensation plan oversight, Cash forecasting, Cash management, Measuring financial results, Staffing.
Emerging company oversight: Business plan development, Evaluating business opportunities, Mapping, business process objectives, General business advising.
Business Rehab: Expense reduction plans, Risk management assistance, Competitor and market analysis, Vendor management, Head count evaluation, Essential / Non-Essential cost evaluation
Strategic transactions: Due diligence preparation, Equity funding, Debt financing, Strategic planning
An outsourced CFO is responsible for managing the financial risks and financial planning of the company. Managing all accounting, finance, and administrative personnel. CFOs are responsible for making strategic decisions to ensure the profitability of the business and creating shareholder value. CFOs are also responsible for reporting financial results to the best of managements’ knowledge. Advisors manage business risks including credit risk, liquidity risk, market risk, and operational risk. CFOs are responsible for mitigating these risks to an acceptable risk level.
In this complicated economy, many small and emerging companies are finding the need for an experienced chief financial officer and accounting team for the first time. The burdensome cost of paying a full-time CFO is a significant barrier. We provide services to companies working on an interim, part-time, or project basis, with senior finance executives for a fraction of the cost of a full-time employee. Instant access to qualified advisors that we can match to your specific situation. Whether that is stabilizing a troubled company, or bridging a gap during an executive search, our trustworthy advisors can be utilized whenyou require the expertise. From April 2014 to Present (1 year 9 months) Portland, Oregon AreaMember and Past Chair of the Construction Industry Project Team @ A committee which supports the CPA's and Industry professionals in construction. Providing education and networking in Oregon From September 2009 to Present (6 years 4 months) CFO through NowCfo @ Development, building and maintaining of Senior Living Communities. From September 2014 to August 2015 (1 year) Past President @ Volunteer Supporting Role to the current Chapter President. From April 2014 to April 2015 (1 year 1 month) Vice Chair National Education Steering Committee @ Volunteer Postion:
Managing the Steering committee's task forces too meet the organizations strategic education goals. From April 2014 to April 2015 (1 year 1 month) Financial Consultant/CFO with NowCFO @ Providing Chief Financial Officer and financial/operational advisory services to Pine Crest Fabrics. From July 2014 to January 2015 (7 months) Financial Consultant through NowCFO @ Providing Chief Financial Officer and financial/operational advisory services. Working with O'Brien Constructors on Executive Management: Budgeting implementation, oversight, and follow through, Project Management, Financial statement preparation and analysis, Operational expertise, Developing key business performance indicators, Compensation plan oversight, Cash forecasting, Cash management, Measuring financial results. From July 2014 to October 2014 (4 months) Financial Consultant/CFO with NowCFO @ Providing Chief Financial Officer and financial/operational advisory services to Cranston, Cranston Machinery Company Inc. designs, manufactures and supports custom machinery and tools for users with unique packaging, handling and production applications. Cranston's scope for supporting its clients and these products include consumable supplies, replacement parts and in-field or factory services for optimizations, upgrades and rebuilds. Services are local and owned and run by the family for generations. From April 2014 to October 2014 (7 months) President of the Portland Chapter, CFMA @ From April 2013 to April 2014 (1 year 1 month) Chief Financial Officer @ • Key member of the executive team executive management team and oversaw all aspects of accounting and financial functions aligning business and finance strategy in a growing company of approximately $40m in annual revenues.
• Critical partner in strategic executive decisions, organization performance, and short and long term goal planning.
• Protected vital assets of the company, ensure compliance with financial regulations, close the books correctly and communicate value and risk issues to for management team and outside stakeholders.
• Prepared forecasts; maintained and monitored cash flow projections for internal and external stakeholders.
• Trained, cross trained, created succession plans, developed and motivated a competent financial team which included a staff of 8 and IT team of 2.
• Managed and mentored accounting team in all aspects, including: A/R, A/P, G/L accounting, collections, Sage 300 training, reporting and analysis of financial statements, forecasting, inventory and quality control, and payroll and benefits administration.
• Reduced over 45 day Accounts Receivables by 46%.
• Recommended and created accounting policy and procedure handbooks for all accounting functions.
• Cultivated and improved business relationships with the Company’s bankers, auditors, attorneys, insurers and bonding agents. Saved $250k+ in bonding.
• Prepared and executed annual audit and began bank line renewals negotiating a reduction fees by 10%.
• Monitored and increased internal controls the organization bringing leading edge knowledge to the company From November 2013 to March 2014 (5 months) CPA, CFE, Senior Manager, Business Advisory Services @ Management team member - participates in strategic planning, building employee morale, and business development strategies.
Lead of business development - established a companywide marketing approach. Responsibilities include: train, coach, set expectations, and evaluate team members, including firm partners, on their marketing responsibilities.
Industry Group Lead – Educates firm staff on important changes in the construction industry. Leads and trains a cross functional team that provides clients with educational opportunities, cutting edge news on local, state and national laws, tax information and provides financial advisory and consulting services.
Other areas of expertise include performance audits, software implementation strategies, and management/operation reviews, internal control reviews, establishing indirect cost rates, performing fraud investigations, presenting findings and recommending actions to management. Strong knowledge of and experience in conducting cost/benefit studies, creating cost allocation models, creating cost recovery models and creating indirect cost pricing models. Also experienced in assisting clients in implementing recommendations or new software. From May 2009 to November 2013 (4 years 7 months) Vice President @ Supporting role to the President. From April 2012 to April 2013 (1 year 1 month) CFO/Owner @ Co-founder of general contracting business. Strong technical understanding of business accompanied by a solid understanding of dynamics resulting in practical and highly effective solutions in every aspect of any organization. Has had an in depth look at cost associated and efficiency opportunities available to any organization. Excellent provider of business support and up to date on the most current laws, regulations and opportunities.
Performed Full cycle accounting that included, but was not limited to: reconciling/issuing monthly and annual internal financial reports; compiled/completed all quarterly and year-end state excise and payroll taxes including Worker’s Compensation; participated and provided data for the annual insurance audits; worked with insurance agent to ensure annual insurance coverage was procured to meet company requirements; produced annual company overhead budgets and monitored to ensure the company was staying on track with budget throughout the year, worked directly with lenders to ensure that each had updated financial reports for loans issued to company, and completed year-end tax returns.
Provided customer and operations support included but was not limited to: reporting new home starts for builders risk coverage, compiling of homeowner manuals; obtained public facilities, payment and performance bonds for work that was to be completed and maintained for a period of 1-5 years; issued purchase orders to subcontractors and suppliers; submitter of annual property tax appeals to address property values; called for underground locates; scheduled building inspections and met with building inspectors when required for project inspections; and submitted for temporary and permanent utilities (electric and gas).Submitted bids for projects; reviewed and executed subcontractor agreements; and issued project change orders as required; scheduled warranty repairs; and overall project correspondence. From January 2000 to December 2009 (10 years) Owner @ Founder of accounting practice specializing in construction accounting and Forensic Accounting.
Forensic Accounting services – Assisted clients with the detection and discovery of fraud-related matters by performing workplace investigations. Served as an expert witness and provided litigation support as a Forensic Accountant
Construction clients – established indirect cost rates, cost allocation models and cost recovery models for clients. Helped clients select, implement, train staff and write procedures for new or existing accounting systems. Provided financial expertise, cash management expertise, and strategic planning consulting services to clients. Using experience and expertise for financial and organization development and improvement, assisted companies with financial management policies, financial planning, and set-up, maintenance, and operations of financial systems From January 2000 to June 2009 (9 years 6 months) In House CPA & Litigation Support @ Oversaw the accounting department of the law firm and worked on special financial projects. A portion of this position was dedicated to Forensic Accounting. Assisted in the detection and discovery of fraud-related matters particularly fraud in domestic cases. Provided litigation support and served as an expert witness From 2000 to 2002 (2 years) Senior Accountant, CPA @ Senior Accountant, CPA
1996 – 1998
Promoted into position based upon outstanding leadership abilities and technical knowledge in accounting and auditing practices. Performed auditing activities including; audit planning, identifying major programs, testing internal controls, presenting findings and recommending actions to management; perform single audit testing and prepare related reports. In addition, supervised and trained audit staff.
Performed auditing activities including; testing internal controls, testing of transactions, performing single audit testing and preparing related reports. In addition, presented findings to senior auditor with recommendations for improvements. From 1995 to 1998 (3 years) Portland, Oregon Area
BBA, Accounting @ University of Portland From 1992 to 1995 University of Alaska Southeast From 1991 to 1992 Auke Bay Elementary Patsy CFE is skilled in: Accounting, Internal Controls, CPA, Financial Reporting, GAAP, General Ledger, Financial Analysis, Auditing, Tax, Financial Statements, Forensic Accounting, Payroll Taxes, Managerial Finance, Income Tax, QuickBooks
Looking for a different
Get an email address for anyone on LinkedIn with the ContactOut Chrome extension