At Umpqua Dairy Products Co., I oversee the full accounting cycle, lead accounting, AR, and AP teams, and prepare operating plans, budgets, forecasts, and board financial statements.
I developed a Power BI sales and production reporting system that improved visibility into sales, inventory, and orders, contributing to a 32.7% sales increase while reducing seasonal inventory build. I also designed a day-of-week sales budgeting process, implemented dairy-market hedging, and secured forgiveness for a $3.2 million PPP loan.
Previously at Terravant Wine Company, I led finance and business systems, managed accounting, purchasing, and IT, and drove companywide CRM and ERP efficiency initiatives. My Salesforce account-based forecasting system delivered 20% more accurate forecasts, while my reporting and KPI work supported action planning across departments.
Across manufacturing, wine, minerals, and healthcare organizations, I've built costing and inventory systems, managed cash and lending, and translated financial complexity into actionable operating decisions.
