Professional Experience

Chief Financial Officer

ReproTech, LLC, Remote | 09/2023 – 05/2025

  • Led all finance and accounting operations for a PE-backed national biorepository network.

  • Oversaw annual budgeting and financial reporting cycles, leveraging Velixo to build financial models, scenario plans, and performance dashboards that improved planning accuracy and efficiency.

  • Reduced month-end close from 20 to 10 days, enhancing transparency and decision-making.

  • Supported JVs and revenue-sharing partnerships with accurate financial structuring and revenue recognition.

  • Achieved cost reduction via card program overhaul and streamlined expense management.

  • Modernized treasury operations, doubling passive income through strategic cash deployment.

  • Standardized revenue cycle practices to reduce overdue balances, improve accuracy, and comply with ASC 326.

  • Supported PE stakeholders with ARR/MRR trends, KPIs, and revenue optimization insights.

Director of Financial Planning & Analysis

Pinnacle Fertility, Inc., Remote | 07/2022 – 02/2023

  • Reported to CFO post-acquisition of Seattle Reproductive Medicine.

  • Directed budgeting and financial reporting for 25+ clinics and 900+ employees.

  • Developed unified budgeting model integrating NetSuite and external data, enabling multi-entity forecasting and effective budget variance analysis.

  • Managed finance transition, banking, and system integration for acquired clinics.

Director of Finance

Seattle Reproductive Medicine, Inc. P.S., Seattle, WA & Remote | 05/2019 – 12/2022

  • Led financial planning, budgeting, revenue cycle analysis, and capital forecasting for multi-site practice.

  • Key contributor in multi-million-dollar acquisition; supported M&A due diligence and acquisition integration.

  • Secured $2.3M in PPP funds and ensured full forgiveness during COVID.

  • Project managed the implementation of Sage Intacct ERP and Mellowood’s Ideas EMR, streamlining workflows and improving operational reporting.

  • Reduced stale A/R by 48%; led award-winning 28-person revenue cycle team.

  • Spearheaded debt refinancing and optimized banking relationships, resulting in $37K annual cost reduction.

Controller

Proliance Surgeons, Inc. P.S., Seattle, WA | 01/2014 – 05/2019

  • Directed accounting, financial reporting, and financial statement preparation for 2,200+ employees and 400+ providers.

  • Led initiatives to enhance internal controls, improve segregation of duties, and optimize a complex physician compensation program.

  • Implemented Sage Intacct, AvidXchange, and lease accounting systems, automating workflows and enhancing audit readiness.

  • Improved cash flow and compliance with ASC 842 lease accounting.

  • Managed debt financing and capital lease portfolios; supported fundraising and ensured covenant compliance.

Chief Financial Officer

Fischer Properties, LLC, Seattle, WA | 10/2012 – 12/2013

  • Managed accounting, treasury, payroll, budgeting, internal controls, and financial statement preparation for $50M real estate portfolio.

  • Directed property financing, refinancing, and restructuring.

  • Ensured multi-state regulatory compliance; oversaw site managers and HR policy administration.

Senior Accountant, Revenue

Expedia, Inc., Bellevue, WA | 12/2011 – 10/2012

  • Ensured accurate recording and reporting of media, hotel, and car rental revenues in accordance with U.S. GAAP.

  • Managed monthly and quarterly accounts receivable consolidation and analysis to support executive-level reporting.

  • Synthesized revenue data from multiple systems (Excel, Oracle PeopleSoft) to prepare billing and journal entries, ensuring timely period-end close.

  • Identified and implemented process improvements to enhance accuracy and reinforce Sarbanes-Oxley (SOX) compliance.

  • Produced ad hoc financial reports for senior leadership and the Agency Revenue Accounting & Reporting team to drive transparency and data-driven decisions.

Audit Senior

Deloitte, Seattle, WA | 10/2009 – 12/2011

  • Led and supported financial statement audits and reviews for public (SEC 10-Q/10-K) and private companies across technology, e-commerce, food service, aerospace, manufacturing, and venture capital sectors.

  • Conducted Sarbanes-Oxley (SOX) control testing to assess internal control compliance for public companies.

  • Performed technical accounting research to ensure engagement adherence to U.S. GAAP.

  • Managed engagement teams, supervised junior staff, and monitored budgets to drive timely, high-quality audits.

  • Executed inventory observations and prepared comprehensive audit documentation for internal review and client reporting.

  • Supported regulatory compliance processes, including client acceptance, financial statement issuance, and engagement archiving.

  • Completed Deloitte’s full IFRS e-learning curriculum to maintain fluency in international accounting standards.

  • Promoted firm culture through active participation in recruiting, DEI initiatives, charitable fundraising, and IMPACT Day events.

Credit Analyst

The Commerce Bank of Washington, Seattle, WA | 02/2006 – 04/2009

  • Supported four Relationship Managers in a fast-paced environment, managing key aspects of client relationships and streamlining team operations.

  • Gained hands-on experience across the credit underwriting process, contributing to faster loan decisions and improved credit analysis.

  • Reviewed financial statements and collateral documentation to assess compliance, evaluate creditworthiness, and inform reserve requirements.

Credit Analyst

Heritage Bank, Olympia, WA | 02/2006 – 04/2009

  • Synthesized financial statements and accounts receivable data to support risk management and enhance credit decision-making.

  • Evaluated commercial and residential real estate properties to determine collateral strength and ensure compliance with internal lending guidelines.

  • Demonstrated advanced proficiency in Moody’s Financial Analyst software, completing over 600 financial statement spreads and reports.