Risk Management Continuous Improvement

Professional Summary:

Seasoned Finance/Accounting professional primarily in healthcare (most recently), manufacturing, and distribution. Core competencies include Risk Management, M&A, SEC (but NOT Sox), Commercial and Investment banking, Investment Portfolio management, and public Equity and Debt placements.

Major Roles & Responsibilities:

CFO. Penick Village, Inc. 2014 – 2024

Non-profit, single-site Life Plan Community.

Key contributor for $35M public bond offering

Identified additional cash flow opportunities and executed related practices including (a.) rewriting and implementing a revised Benevolent Assistance Program, (b.) Implemented a “best practice”-related Continuous Improvement Program that led to $1+ million in savings in its first three years, (c.) Converted the Organization’s Workers Comp from the classic Indemnity to a Captive Plan and (d.) Similarly, I converted the Group Medical Program to a Self-insured Plan.

Fractional CFO. Bottom Line Consulting. 2012 – 2014

Largest client was the PE-backed owner of a hardware/software firm that managed green energy projects (i.e., wind, solar, and thermal) worldwide for, primarily, public utility company owners.

Was a key participant in successive rounds of incremental private equity investments.

CFO. Third Quadrant Energy, LLC. 2007 – 2012

Provided Finance and Accounting support at this professional engineering company that specialized in designing U.S. alternative energy projects (wind, solar, and thermal).

Led selling of tax-advantaged “green” credits to qualified investors.

Key participant in securing construction and permanent project financings.

Earlier Career History

CG Power, Inc

CFO (Americas)

Mattel, Inc.

Various

Deloitte

Auditor

Areas of Expertise

CFO

Not-For-Profit Organizations/Accounting

Treasury

Regulatory Reporting

Mergers & Acquisitions

Budgeting / Forecasting

External Reporting

Financial Closings, External Reporting

Consolidations

Technical Accounting

Forensic Accounting

Risk Management

Internal Audit

Public Equity and Bond Placements

Continuous Improvement Program

“Best-Practice” Process Improvements including Order-to-Cash and Procure-to-Pay.

Financial Planning & Analysis

Shared Services

Taxes

Public Equity and Bond Placements

Industry Lines

Healthcare

Professional Services

Manufacturing

Private Equity / Venture Capital

Computer Applications

MatrixCare

Oracle

Education

BBA (Accounting): University of Portland (OR)

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