Jeffrey has over 25 years of experience in the insurance, healthcare and non-profit industry, acting in the capacity of Director of Finance, Chief Financial Officer and VP of Finance. He is well versed in regulatory reporting and interpreting statutory regulations into the operational environment. He is adept at getting into the detail to understand how the business works, but keeping it balanced with an eye towards the long-term goals of the organization. Also experienced in non-profit accounting and A-133 audit rules. He finds the greatest enjoyment in learning new things and picking up new ideas and converting them into operational efficiencies that can enhance a business. With excellent financial technical skills and well-honed cash management experience Jeffrey is adept at hitting the ground running and producing immediate results.
He is very well versed in financial reporting, having prepared and filed SEC reports; annual, quarterly and initial. With excellent people skills, he can fit into any environment with ease. He is also well versed in retirement and employee benefit plans, able to help clients navigate the intricacies of benefit plans to help set up the most appropriate plans for the employer.
Jeffrey has a Bachelor of Science in Business Administration from Portland State University and is both a Certified Management Accountant and Certified Financial Manager as well as a Certified Cash Manager
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