Project Clients & Past Employers

• Option One Mortgage Corporation ($1B mortgage loan originator and servicer)
• Health Care Property Investors, Inc. ($3B health care related real estate investment trust - REIT)
• California Coastal Communities Inc. ($350M residential land development and homebuilding company)
• Professional Services Company - Clients included: Capital Group Companies, Printrak International (SEC), The Centris Group (SEC), BAX Global, Deloitte & Touche LLP, Memtek Products, Inc., Abbott Resource Group, Inc.
• Sunstone Hotel Investors, Inc. - ($3B hotel lodging real estate investment trust - REIT)
• Santa Fe International ($500M multinational oil drilling and exploration company)
• California Federal Bank ($20B savings and loan)
• Hawkins, Delafield & Wood (mid-size NY law firm)
• Price Waterhouse Coopers- Clients included: Arrowhead Water, Capital Group Companies
• KPMG (Portland, OR office) - Clients included: Freightliner, Danner Boots, Oregon Electronics Corp

Functional Finance & Accounting Experience

Financial Reporting & General Accounting
• Managed the financial and accounting operations for various companies including a large mortgage loan originator and servicer, a hotel lodging real estate investment trust, an electronics distributor and a personnel services firm, including A/P, G/L, credit and collections, payroll and treasury. Ensured that financials were prepared in accordance with Generally Accepted Accounting Principles (GAAP).
• Prepared SEC Forms 10-Q and 10-K, including footnote disclosures and MD&A for a mortgage loan originator, a residential developer/homebuilder, hotel real estate investment trust, a property/casualty insurer, a hi-tech manufacturer and a savings and loan. Also, prepared significant sections of 10-Q, 10-K and Proxy filings for a health care related real estate investment trust. Liaised with internal management as well as outside legal counsel to ensure accuracy, completeness and compliance of SEC reporting.
• Helped prepare SEC filing documents including pro forma financials for secondary stock offerings and debt issuances for a hotel real estate investment trust and a health care real estate investment trust.
• Assisted in drafting quarterly earnings press releases and call scripts for announcing quarterly earnings for a mortgage loan originator, a health care real estate investment trust, and a hotel real estate investment trust.
• Directed monthly, quarterly and year-end closing process for a variety of companies, assuring the accuracy of data and integrity of reporting.
• Prepared/managed YE financial statements including disclosure footnotes in accordance with GAAP as part of the annual audit process for a mortgage loan originator, a hi-tech manufacturer and a law firm.
• Performed research on technical accounting issues, including off balance sheet transfers as sales, revenue recognition, derivatives instruments, guarantees, restructuring, discontinued operations, etc. and drafted position papers for external auditors.
• Functioned as the principal liaison with independent accountants on all accounting and audit activities for various companies.
• Managed Treasury function for a health care related real estate investment trust and a residential developer/homebuilder. Supervised the cash management function including daily cash draws on the company's line of credit, as well as enhancing procedures and controls over cash transactions. Participated in negotiations with banking institutions and helped expand available capital under bank lines of credit.
• Improved monthly reporting process by reducing the amount of time required to consolidate multiple subsidiaries and generate monthly financial review packages and executive summaries for a large multinational oil and gas company.
• Created and reviewed weekly, monthly and quarterly cash flow reporting and analysis for a residential developer/homebuilder.
• Prepared and analyzed restatement adjustments and revised financial statements and related disclosures for a three year audit of a mortgage loan originator. Directly interfaced with the independent audit firm conducting an internal investigation of the restatement issues.
• Supervised periodic statutory and regulatory filings for various states, trade associates and federal agencies for a mortgage loan originator and a health care real estate investment trust.

Financial Planning & Analysis
• Developed and managed forecasting model and used it to prepare annual operating plan, quarterly forecast and multi-year forecast in accordance with Company objectives for a health care real estate investment trust and a multinational oil and gas company. Presented annual operating plan to executive management on an annual basis. Updated quarterly and current year forecast on a quarterly basis.
• Developed and managed a weekly, monthly and quarterly cash forecasting tool to help manage and track development costs and cash needs for a residential developer/homebuilder.
• Prepared financial analyses, including, return on investment (ROI), on potential hotel acquisitions for a hotel real estate investment trust.
• Prepared various pro forma ratio analyses for rating agencies related to potential debt issuances for a health care real estate investment trust.
• Participated in periodic calls with Wall Street analysts to provide some earnings guidance to facilitate their projects of company profitability for a health care and hotel real estate investment trusts.

Internal Controls & Process Engineering
• Directed SOX team responsible for ensuring overall company compliance with Section 404 of Sarbanes-Oxley Act on a quarterly basis for a mortgage loan originator.
• Developed/reviewed internal process flow documentation including narratives and flowcharts for various accounting and reporting processes. Prepared and reviewed test plans, process improvement opportunities and remediation solutions for a mortgage loan originator.
• Developed/enhanced accounting policies around month end close including account reconciliation checklist and policy, and month end critical entries checklist.

Financial Modeling
• Extensive experience building, improving and refining budget and forecast models to project operating results on a quarterly, annual and 5 year basis for a health care real estate investment trust.
• Created a cash requirements forecasting model for a residential developer/homebuilder to project weekly and monthly cash requirements sourced under the company's revolving line of credit.
• Enhanced daily and weekly cash flow model for a health care real estate investment trust to better utilize the company's group of lenders and minimize overall borrowing costs.

Systems Expertise: Selected Detail

Excel
• Advanced Level User including, pivot tables, graphing presentations (charts, trend lines, axis scales, multiple charts), formula building (IF, And/Or, V-Lookup, H-Lookup, Arrays, etc.), and customization of toolbars.

PowerPoint
• Proficient Level User including, creating slide masters, working with templates and layouts, inserting objects (pictures, symbols, charts, sound), creating graphs and organization charts.

Timberline
• Proficient Level User including account creation (general ledger), report creation and generation, exporting data to Excel.
• Participated in the set up of a new module for cash activity.

JD Edwards
• Basic usage of ERP system including database inquiries, report creation and generation, exports to Excel, organization structure and chart logic review.

PeopleSoft - Financials
• Basic usage of ERP system including data inquiries, report creation and generation, and exports to Excel.

Education & Credentials

• University of Washington, BS, Business Administration-Accounting
• CPA, Oregon