Finance professional with deep experience with complex situations in startup, growing, and restructuring environments.
Portland, Oregon Area
Finance professional with deep experience with complex situations in startup, growing, and restructuring environments.
Portland, Oregon Area
(Public Company; Computer Software industry)
March 2009 — Present (5 months)
(Financial Services industry)
March 2009 — Present (5 months)
(Privately Held; Renewables & Environment industry)
2007 — March 2009 (2 years)
• Senior finance person responsible for all administrative, facilities, human resources, IT, accounting, tax, and forecasting functions for a solar energy start-up with operations in three states and three countries.
(Public Company; Computer Software industry)
2005 — 2007 (2 years)
• Responsible for providing guidance for revenue recognition for software sales pursuant to SOP 97-2, administration and invoicing of contracts for over 4,000 customers, and the preparation of the revenue forecast and plan for a business unit with over $150 million in revenue.
• Collaborated with sales and project management on contract structure and project management to identify additional sales opportunities and improve revenue recognition.
(Public Company; Utilities industry)
2003 — 2005 (2 years)
• Researched and prepared analyses, business updates, and white papers for the CFO and executive officers of the corporation. Prepared the US and UK GAAP financial model utilized for the acquisition of PacifiCorp by MidAmerican Energy Holdings.
• Member of the Sarbanes/Oxley evaluation team and successfully completed the documentation of the internal controls, the identification of control improvements, and the presentation to senior management for the Income Tax, Accounts Payable, and Treasury cycles.
• Responsible for the governance, coordination, and preparation of responses to regulatory data inquiries for the Corporate Business Unit.
(Privately Held; Utilities industry)
1998 — 2003 (5 years)
AES Puerto Rico, Inc.
• Responsible for the compliance with Sarbanes/Oxley Act, cash management, and US GAAP and Dutch GAAP financial reporting for a subsidiary with over $200 million in revenues and nearly $1 billion of debt that includes syndicated bank loans, tax-exempt bonds, and preferred equity.
AES Gener, S.A.
• Led the development of a financial model for a large international subsidiary. The model served as a basis for the company’s valuation and for the annual budget and multi-year projections that included multiple subsidiaries with a consolidating balance sheet, income statement, and direct and indirect cash flow statements for Chilean and US GAAP.
AES Southland, LLC
• Member of a three-person team responsible for the compliance, cash management, and financial reporting for 3 power plants totaling over 4,000 MWs in Southern California with combined revenues of over $150 million and $700 million in bank syndicated loans.
1991 — 1995
CA Cleantech