MANAGEMENT / FINANCE / OPERATIONS
Team Building & Strategic Planning





Multi-disciplined professional with solid background in financial management and record of success in diverse high-pressure business and technology environments (U.S. and International). Related skills in administration, human resources, management reporting, business planning, budgeting, forecasting, auditing, and risk management.

	Experienced in developing and monitoring internal financial controls and ensuring optimum operational efficiency.
	Able to communicate effectively with Board of Directors and develop programs to enhance shareholder value.
	Dedicated teamworker with ability to build loyal teams and boost morale through positive, staff-empowering management style.
	Computer savvy. Experienced with various business applications, including Microsoft Office (Access, Word, Excel), QuickBooks Pro, Peachtree, and Solomon Accounting System.

Legal Liaison, Corporate Insurance Programs, Payroll / Taxes, Auditing, Insurance, International Accounting Management, Cost Control, Startup Management, Asset Liability Management, Real Estate Issues, Contract Negotiation, Capital Funding, Regulatory Compliance




PORTLAND UNITED BANK – Portland, Oregon
Chief Financial Officer (1999-Present)
Manage financial functions and oversee the implementation of establishment services. Maintain ongoing contact with customers and the business community to maintain positive public relations. Communicate with regulatory agencies and outside auditors. Conduct financial analysis, develop budget, prepare reports, and function as secretary to the Board of Directors.

	Automated, revamped, and streamlined technology functions. Served as Y2K project manager and oversaw numerous upgrade and conversion projects.
	Authored major policy overhaul.
	Restructured and streamlined the organization's staffing functions.

G&R INVESTMENTS, INC. – Houston, Texas
Vice President, Finance (1995-1999)
Key member of international corporate management team, specializing in the development and management of multi-million dollar golf courses in Japan. Responsible for financial management, accounting, employee insurance, and personnel management functions. Maintained positive relations with lending institutions and outside contractors. Prepared budgets, forecasts, and business projections.

	Oversaw preparation of financial statements for seven companies.
	Developed new reporting system to support company growth.

HYDRO SERVICES, INC. – Chattanooga, Tennessee
Controller (1988-1995)
Managed financial operations in a multi-corporation environment. Prepared financial statements, oversaw accounts payable, reviewed/approved disbursements, and assumed responsibility for investments and cash management.

	Initiated computerized accounts payable, accounts receivable, and payroll systems.
	Established internal auditing system.

GENERAL FURNITURE LEASING – Doraville, Georgia
Accountant (1984-1988)
Handled accounting functions for 20 branches nationwide. Conducted internal audits, supervised staff, performed cash management, and developed annual branch and company budgets.




BACHELOR OF ARTS – Finance and Accounting (1984)
Portland State University, Portland, Oregon

	Dale Carnegie Course, Portland, Oregon (1998-1999)
	Zig Ziglar's Born to Win Seminar, Dallas, Texas (1998)
	Strategy Planning, Portland State University (1997)

	President, Rotary Club
	Member, National Association of Accountants, Portland Chapter
	Member, Japan America Society