Feb 2024 – Jan 2025 · 11 mos

Jul 2023 – Present · 2 yrs 10 mos

Jul 2020 – Jun 2023 · 2 yrs 11 mos

• Execute company M&A strategy
• Overview and manage global finance and HR initiatives
• Review and approve end of month closing
• Manage shareholder relations
• Present financial status to the Board
• Establish subsidiaries internationally
• Develop company cashflow forecasts
• Optimize financial statements to maximize potential benefits
• Enforce company handbook and additional policies
• Serve as the Data Protection Officer for GDPR compliance
• Overview and manage company financial statement audits
• Overview company hiring practices
• Assist in departmental restructures
• Overview hiring process
• Review vendor contracts for compliance and financial impacts
• Spearhead legal initiatives
• Optimize month end financial and accounting analytics for partners
• Review and assist in optimizing company contracts
• Approve company payroll for US and Europe division
• Contract review for potential liabilities
• Ensure board compliance
• Report financial performance and analytics to the Board
• Conduct internal audits for financial statement compliance
• Coordinate and perform timely tax payments

Dec 2018 – Jun 2023 · 4 yrs 6 mos

• Establish subsidiaries internationally
• Develop company cashflow forecasts
• Optimize financial statements to maximize potential benefits
• Develop and enforce company handbook and additional policies
• Serve as the Data Protection Officer for GDPR compliance
• Overview and manage company first and subsequent financial statement audits
• Overview company hiring practices
• Assist in departmental restructures
• Develop subsidiaries’ business plans
• Overview hiring process
• Review vendor contracts for compliance and financial impacts
• Spearhead legal initiatives
• Perform and overview end of month accounting procedures under US GAAP
• Optimize month end financial and accounting analytics for external partners
• Review and optimize company contracts
• Approve company payroll for US division
• Contract review for potential liabilities
• Ensure board compliance
• Report financial performance and analytics to the Board
• Conduct internal audits for financial statement compliance
• Coordinate and perform timely tax payments

Apr 2017 – Nov 2018 · 1 yr 7 mos · Greater Seattle Area

• Northwest Administrators, Inc. (NWA) has been providing employee benefit plan administration and benefit claim processing services to clients throughout the Western United States since 1958.
• Manage withdrawal liability of multi-corporations in order to efficiently track compliance.
• Optimized workflow across different branches which result in increased process efficiency.
• Successfully performed analytical and statistical reports to simplify and condense the withdrawal liability status for the Board of Trustees to assist in decision making.
• Perform market research to determine individual employer withdrawal liability standing.
• Efficiently executed accurate withdrawal liability estimates and assessments.
• Effectively developed 5-year liability forecasts and interest calculations using complex assumptions for individual employers
• Performed quarterly reports based on withdrawal liability to be presented to Trustees in order to report changes in withdrawal liability status.
• Successfully streamlined new procedures using Lean Six Sigma tools and principles to increase efficiency in multiple departments.
• Led two pension accounting teams which focused on optimization of automated employer contributions and electronic uploads practices, which resulted in increasing overall efficiency.
• Successfully developed necessary instructional manuals for withdraw liability specialization which resulted in streamlining role for future department leaders.

Nov 2016 – Apr 2017 · 5 mos · Greater Seattle Area

• Northwest Administrators, Inc. (NWA) has been providing employee benefit plan administration and benefit claim processing services to clients throughout the Western United States since 1958.
• Performed audits for pension compliance for large corporation clients.
• Monitored & recommended actions of pensions funds for several corporations clients.
• Analyze contracts between the employer and union for audit compliance.

Dec 2013 – Nov 2016 · 2 yrs 11 mos

• GlobeTec Construction, LLC is a specialty municipal contractor providing expertise in water and waste water treatment, transmission and distribution, specialty design, roadway construction, heavy earth-moving, emergency response and disaster recovery services.
• Prepare monthly Financial Statements in compliance with GAAP and IFRS.
• Create meaningful analytics from balance sheets, income statements, profit/lost reports and cashflow projections.
• Managed bids & track funds across various international projects.
• Optimized efficiency of budgets across all branches of the company which resulted in cost reduction & timelines.
• Successfully developed solutions to mitigate potential losses by renegotiating prices and
• contracts with local vendors, which resulted in increased overall production.
• Identified largest profit margin by implementing cost and revenue tracking for both local and international offices.
• Estimated individual projects’ cash flow to determine viability of estimated proposal and subsequently developed project’s adjusted plan alongside Project Managers.
• Identified potential profit losses and mitigated solutions accordingly by creating monthly financial reports for Globetec & sister companies.
• Analyzed potential business projects through market analysis.
• Increased efficiency by implementing innovative practices, such as office relocation and financial policy streamlining, which resulted in reducing overhead costs.
• Reestablish company in US post Great Recession.
• Manage Day to Day operation in US.
• Manage clients and negotiate contracts.

Jun 2011 – Dec 2013 · 2 yrs 6 mos

• Work directly under company Controller to reconcile financial statements
• Record and classify expenses and revenue under US GAAP
• Prepare financial statements for review by executive leadership
• Work with company Controller to close end of month
• Assist in preparing company financial statement forecasts for executive leadership review
• Track performance of each construction project and compare with Project Manager’s and Estimator’s forecasts
• Assts in quantifying company KPIs
• Assist in processing payroll for US division

Jun 2009 – Jun 2011 · 2 yrs

• Analyze construction blueprints to obtain material quantities
• Review contractual documents for minimum material specs
• Negotiate with vendors on materials
• Work with Project Managers and Project Engineers to develop budget for bidding purposes
• Forecast project costs to determine breakeven point based on milestone schedule
• Work with Project Managers and Project Engineers to create cost bidding prices based on historic information
• Stay informed on all applicable laws for municipalities with bidding potential
• Work with municipalities and private clients to go through their due diligence