About
I am a senior-level go-getter with excellent communication skills, a thirst for knowledge, and the ambition to help myself and others succeed. I firmly believe in the importance of transformational leadership, cross-department collaboration, and
communication among all levels of an organization.
Where I really excel is in people. Whether it is cultivating a cohesive team or making cross departmental meetings productive, I have a way of making others feel seen and heard that makes them want to be cooperative. I am also effective at encouraging staff to learn and grow so they can blossom in their positions and feel ready for promotions.
I know most of my work experience has been in accounting, but I feel I would be equally as good in operations or executive leadership. I would also do well in a mentoring or coaching position helping senior leadership have better communication and cohesion within their teams.
My doctoral dissertation was on how virtual team leader communication impacts the virtual team’s cohesion.
What I'm looking for
I am seekinga role that will challenge
me and leave me fulfilled. I am happiest when helping others and would like to use my skills to benefit an organization that is grounded in putting people first and making their
lives better.
Experience
TRUST ACCOUNTING MANAGER
Zenith American Solutions
2022 – Present
• Administrative supervisor of a diverse 13-member team of varying job classifications from Bookkeeper to Senior Accountant.
• Cultivate team members’ knowledge and encourage collaboration and growth through training and mentoring.
• Provide guidance on proper accounting procedures, assist in reducing the complexity of work, and encourage the production of efficient processes.
• Review monthly and annual financial statements for 26 individual trust funds and their investment account, ranging from a few million to billions of dollars.
• Provide oversight for Board of Trustees communications and ensure each Board member receives timely responses to their questions
• Serve as an aid to Union trust employees for the preparation of annual fund budgets from $1 million to $100 million.
• Collaborate with members from other offices companywide on how management can increase communication and intra-team cohesion.
• Use quick analytical thinking to tackle issues and concerns in real time and come up with efficient and effective solutions.
• Leverage Artificial Intelligence and financial acumen to detect financial trends and risks.
BudgetingFinancial AnalysisTeam Leadership
ACCOUNTING SUPERVISOR - AP AND FIXED ASSETS
Community Transit
2018 – 2022
• Served as auditing official for and facilitated payment of approximately 16,000 invoices ranging from $150 million to $200 million annually.
• Tracked and monitored more than 2,000 physical assets, including vehicles, equipment, and structures.
• Collaborated with other departments to design and implement innovative solutions to complex business problems, such as going from a completely paper-driven accounts payable process to one that includes electronic approval of invoices.
• Assisted in the preparation and review of financial (GASB), state (BARS), and federal (grant compliance) reporting. Provided support to external auditors.
• Created and maintained policies and procedures, performed research as needed.
• Provided administrative supervision, mentoring, and support for three accountants.
AuditingAsset ManagementFinancial Reporting
ACCOUNTANT I
BIAS Software
2017 – 2018
• Provided training and mentoring for new and existing system users, including basic system functions, annual reports, workshops, and grant tracking.
• Provided client support for common and unusual system entry issues that frequently required spontaneous troubleshooting.
• Prepared contracted annual financial reports for clients including schedule of federal awards and WA BARS financials..
Financial ReportingClient SupportTraining
GRANTS AND CONTRACTS FINANCIAL MANAGER
City of Spokane
2015 – 2017
• Prepared and managed department budget totaling more than $15 million.
• Served as departmental financial liaison to City Council by presenting program updates and budget request.
• Supervised, trained, and mentored five accounting personnel, assigned work to maintain proper internal control and compliance.
• Collaborated with other departments and outside vendors to provide the best services possible to our constituents.
• Worked with department personnel to ensure compliance with federal regulations related to 2 CFR 200, predominantly related to Housing and Urban Development Grants.
Budget ManagementGrant ComplianceTeam Supervision
ASSISTANT STATE AUDITOR
Washington State Auditor's Office
2007 – 2015
• Reviewed internal controls and perform compliance testing of fund financial statement balances and grant compliance with federal regulations related to 2 CFR 200 and accounting standards. Ensured accountability over public funds.
• Organized and lead entrance and exit conferences with client's executive team, board members, and staff.
• Worked independently and mentored and led other staff in planning, performing, and concluding audits.
• Formed strong working relationships with audit clients – consistently received high marks on customer surveys.
AuditingCompliance TestingFinancial Review
Education
Capella University
DOCTOR OF BUSINESS ADMINISTRATION · BUSINESS LEADERSHIP
2022
Gonzaga University
MASTER OF ACCOUNTANCY · ACCOUNTING
2016
Eastern Washington University
BACHELOR OF ARTS · ACCOUNTING
2006
Skills
Microsoft Office SuiteADP/WorkdayArtificial IntelligenceFinancial Statements
Languages
English (Native or bilingual proficiency)