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Projects/Places

Here are some of the highlights from my past experience as an executive, employee, and consultant.

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Tribal Government Internal Audit

Starting as a senior auditor that led to becoming the audit director of a federally recognized tribe in Grand Ronde, OR. The Confederated Tribes of Grand Ronde which owns Spirit Mountain Casino. 

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Capital Recovery

Led the recovery of over $4 million in cash deposits for the Director of Supply Chain Finance by auditing the AP, shipping, and contracts between Coca-Cola Bottling and Coca-Cola Inc.

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M&A - Accounting Function

As a professional resource at firm The Siegfried Group, LLP I was deployed at Duke Energy Corporation shortly after its acquisition of Progress Energy in Raleigh, NC to move its Wholesale Accounting function to Duke's HQ in Charlotte, NC. I spent two and half years in the group helped manage and bill over a billion dollars in wholesale electric power throughout the DEC and DEF balancing areas.

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Banking Auditor and Consultant

I joined the Internal Audit function at Wells Fargo Bank, N.A. in 2019 as a Senior Lead Auditor working in market and counterparty risk to help provide the Third Line of Defense. Before moving to wine country, I helped the Expense Analytics & Allocations team develop an End User Computing Tool (EUCT) that was backed by a robust suite of controls and supporting documentation to create an appropriate, sufficient audit trail.

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Interim Controller/CFO

Through Robert Half's Protiviti Consulting I was deployed to help Vacasa Inc. shortly before it went public through a SPAC merger. Our team, remotely based in the PNW, focused on converting acquired property management standalone companies to Vacasa's accounting framework which included converting cash accounting to GAAP for reporting. In addition, we partnered with operations to convert acquirees to Vacasa's proprietary reservation system and ensured appropriate revenue recognition.  

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Independent Auditor

I began my career at Deloitte & Touche LLP in its Charlotte office as the 2008 financial crisis began exposing the need for good internal controls, credible challenge, and independent audits. Completing three busy seasons laid the foundation the rest of my professional career.

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