CFO Associates
Seattle
Larry Breitbarth
Larry Breitbarth Résumé
Larry Breitbarth is an experienced financial executive with a proven track record in operational and strategic planning, performance improvement for business leaders, corporate controllership, project management, and valuation consulting.
He began his career as a business valuation consultant with Arthur Andersen in Chicago and served manufacturing and distribution clients in the automotive and food sectors. Prior to joining CFO Selections, Larry held senior financial positions with a variety of companies in the technology and financial services industries. At multiple firms, he has been responsible for reporting, cash management, planning and analysis, financial strategy, and internal controls. At meals.com, he supervised the design, preparation, and monitoring of operating budgets for 20 departments. At Golf Savings Bank, he increased fee income while reducing costs. Larry has also been a successful consultant to a number of companies. As a partner at the Sage Group, he developed a business process for reverse due diligence, led business acquisition and integration assessment, and built cash forecasts and bank relationship management plans. As a senior manager for multiple Big 4 Consulting firms, he led valuation consulting projects (including projects for Nordstrom, Starbucks, and Microsoft), testified as an expert witness in valuation disputes, developed and managed remote regional sales offices, and generated over $45 million in tax savings for clients through implementation of tax strategies.
Larry holds an MBA with a concentration in Finance from the University of Chicago and a B.A. in Liberal Arts and Sciences from the University of Illinois at Urbana-Champaign. He is a Chartered Financial Analyst (CFA), and a board member/treasurer of the Washington Chapter of Financial Executives International. He also has extensive experience teaching financial topics to a variety of audiences.
[Top of Page]
Kevin Briscoe
Kevin Briscoe Résumé
Kevin Briscoe's professional career spans over 20 years in finance, accounting, and operations in publicly traded corporate and small closely held settings. Kevin excels in financial analyses and accounting operations, implementing internal controls, and creating and implementing organizational systems. He has held ownership and management positions, demonstrating an outstanding ability to provide effective leadership in increasing profitable growth throughout his career.
Kevin was a Principal, COO, and VP Finance for Pacific Lighting, helping drive their growth from $30 to $70 million. He served as a financial member of South End Equities, where he was responsible for the purchase and management of over $6 million of commercial real estate. Prior experience includes roles as VP Finance and Operations for Workforce Technologies and Director of Accounting for SYSCO Food Services of Seattle.
Kevin earned a Bachelor of Business Administration degree in Accounting from Gonzaga University. He has served as a past Board member of the Electric League of the Pacific Northwest Charitable Foundation, as Co-Chair for the American Cancer Society 'Race for a Cure' benefiting Breast Cancer research, and also coaches softball in Kent, where he lives with his wife and four children.
Craig Dickison
Craig Dickison Résumé
Craig spent 15 years at the international accounting firm Deloitte. While there, his specializations included the SEC, technology, manufacturing, health care, and not-for-profit industries. He assisted clients with a variety of challenging business issues including IPOs, bond offerings, mergers and acquisitions, auditing, and reporting matters. Since his departure, he has served as Chief Financial Officer of Tri-Film Productions, one of the largest Northwest-based media production companies. He is also interim CFO at the U.S. regional office of Hamilton Jet, Inc.
Craig holds a BA in Accounting from Washington State University and was previously a Washington State CPA.
[Top of Page]Judy K. Egger
Judy K. Egger Résumé
Judy Egger has more than 25 years of private company experience as a CFO/Controller, Director of Operations, Strategic Business Analyst, and Systems Administrator in Service, Wholesale/Distribution and Manufacturing Environments. She has a keen understanding of the relationship between business processes and software systems, and has analyzed companies' system functionality to improve efficiency and allow for scaled growth. Her systems experience includes SAP, Oracle, MAS90, Peachtree, and Quickbooks as well as other ERP and accounting software.
Judy has worked with large corporations including Panasonic, Philips Medical, and Microsoft as well as small to middle market companies such as Brooks Sports, Grid Networks, Twisted Pair Solutions, and Lab Connect. As a consultant with CFO Selections, she has experience across multiple industries including construction, software development, travel agencies, product distribution – apparel, footwear, fuel, food production, and service.
Judy is a licensed CPA in the State of Washington and is a graduate of Central Washington University. She is also active in her community as a volunteer with Homeward Pet in Woodinville.
Dennis Hebert
Dennis Hebert Résumé
Dennis joins CFO Selections as an enthusiastic and effective senior finance professional with experience in a variety of industries and company stages, ranging from start-up to well-established. He has over 30 years of experience in finance, accounting, operations, planning and analysis, new ventures, and mergers and acquisitions. Thriving in dynamic and unstructured environments, he enjoys bringing "order to chaos", and describes himself as a visionary who likes to help others succeed.
Most recently, Dennis established the local office of a national consulting firm, where he helped clients acquire small and medium-size companies. Dennis spent 14 years at Continental Mills, where he held various titles including Director of Finance. While there, he managed all facets of finance, accounting, product costing, and financial planning and analysis. He created state-of-the-art financial reporting and analysis, implemented company-wide Activity Based Costing (ABC) methodologies, orchestrated several acquisitions, and co-managed a manufacturing plant. At numerous other companies, Dennis acquired extensive experience with forecasting and budgeting, cash management, turnarounds, and funding, including venture capital.
He holds an MBA from the University of Washington, and a BSc in Business Economics and Chemistry from the University of California, Riverside. Dennis is a past president of both The Executive Network of Seattle and Sammamish Toastmasters.
[Top of Page]Tammy Helgeson
Tammy Helgeson Résumé
Tammy is a proven financial professional with extensive experience focused on helping nonprofit organizations grow and thrive. She is skilled at quickly evaluating the existing processes and staff in an organization, and providing both practical suggestions for change and ongoing, hands-on help as needed. Prior to joining CFO Selections, Tammy spent 15 years successfully building a consulting practice in accounting and financial management for clients ranging from small operating nonprofits to large ($95M) charitable endowments.
She has directed all aspects of accounting operations at both for-profit and nonprofit entities, including management of accounting departments and all accounting functions, reporting, budgeting, grant reporting and compliance, payout planning, investment and endowment reporting, direct and indirect expense allocations, and communication with executive management and audit/finance committees. Assignments have included selection and conversion of accounting systems, assistance in hiring and training of staff, design and implementation of accounting procedures for newly formed organizations, and improvement of existing accounting systems. Tammy also has experience with coordination of all federal and state tax filings (990, 990PF, 990-T, and federal excise taxes).
Tammy holds a BA in accounting from the University of Washington and has previously been a CPA. She lives with her family in Sammamish and enjoys skiing, hiking, and traveling.
[Top of Page]Roger Johnson
Roger Johnson Résumé
Roger has more than 30 years of private and public company experience as CFO, VP of Finance, Controller, and Director of Finance and Administration. His industry background spans manufacturing, distribution, supply chain, and financial services industries. Roger has over 20 years of extensive international experience in Asia and Pacific Rim countries, and was an expert Foreign Lecturer in the Peoples Republic of China for the Central Institute on Finance.
Roger received his accounting degree from the University of Illinois and an MBA from Pepperdine University. He was previously a CPA.
[Top of Page]David Laub
David Laub Résumé
David Laub is a proven senior-level executive with a strong financial, operational, administrative, and business development background in multiple industries including manufacturing, high technology, telecommunications, fisheries, government, and utilities. He has extensive experience helping companies thrive, from the startup phase to going public and/or becoming a multinational organization. David enjoys working with fast growing organizations as an active member of the executive team to maximize return for all stakeholders.
As Interim CFO of a West Coast distribution company, David prepared strategies to support a large contract, including increasing operations from 75 to 450 employees, increasing the company's credit limit from $100K to $7M, and negotiating an additional $6M in financing at another institution. While CFO of IceBreaker, he assisted management in raising over $1M in angel capital, $7 million in venture capital, and $2 million in venture debt, and sold the company to a large public Japanese firm. He successfully managed a complex corporate structure involving IP and tax issues that included a Cayman holding company with operating subsidiaries in the U.S. and China. As CFO of Pacific Northwest Fisheries, David established operating entities in multiple countries, established and maintained all accounting, tax, and reporting systems for the company, and created systems to expedite transport of live seafood between countries.
David holds a B.S. in Business Administration with an emphasis in Accounting and Finance from UC Berkeley, and is a CPA (retired) in Washington state. He serves on the boards of directors and the advisory boards of numerous local organizations including Arena Sports, New Game Town, Ignition Mobile Corporation, and Uber Entertainment.
Larry Numata
Larry Numata Résumé
Larry Numata brings 30 years of accounting and financial management experience to the CFO Selections team. He has held numerous positions as Chief Financial Officer, Controller, Director of Accounting, Corporate Secretary, and Consultant. Most recently, he was the CFO for SECO Development Inc, a mixed-use real estate development company, and he also been CFO of Computech Systems Corporation. Larry has held Controller duties at Trammell Crow Company, US WEST Paging, and the Horizon Air Group. In his role as Controller for Trammell Crow Company, Larry oversaw the accounting and financial management for over 15 million square feet of commercial real estate.
Larry graduated from the University of Washington with a Degree in Accounting and holds a CPA license in Washington. He is a member of the Washington Society of Certified Public Accountants and the American Institute of Certified Public Accountants, and has held Board positions for Atlantic Steel Center and Municipal Golf of Seattle.
[Top of Page]Steve Numata
Steve Numata is an experienced senior executive and CFO with over 25 years of proven results in developing innovative and effective solutions to complex problems, and identifying new opportunities for performance enhancement and business diversification.
Most recently, Steve spent three years as a Partner with Tatum LLC, where he provided interim financial consulting services to numerous companies across a broad range of industries. During this time he served as VP and CFO of Associated Grocers, and was instrumental in the successful sale of the company.
As CFO of several firms, his focus was on cash management, cost control and restructuring, including acquisition of financing, restructuring of insurance, reorganization of business units, and replacement of management information systems. He has successfully raised over $35 million in financing from banks and other lenders.
Steve also has extensive experience in public accounting. He began his career at Deloitte and Touche, where as a senior audit manager he was responsible for large accounts including The Boeing Company and Esterline. He was also a partner in the audit group at BDO Seidman, where he was lead partner in the Seattle Office for high technology clients, and provided consulting to companies with M & A activities in the professional services and manufacturing industries.
Steve has a B.A. in Business Administration (Accounting) from the University of Washington, and was previously a Washington State CPA. He lives in Seattle.
Liz O'Callaghan
Liz O'Callaghan Résumé
Liz O'Callaghan joins CFO Selections with 25 years of experience in private and public accounting, including 12 years in management. Her strengths include planning, analysis, and problem-solving.
Liz began her career as an Audit Manager at Deloitte and Touche, where she managed audit teams for public, private, and not-for-profit companies with $20 million to $18 billion in annual revenues.
She has been a controller and consultant for multiple companies in the pharmaceutical and telecom industries. In her role as a consultant, she specialized in systems and process improvements. As Division Controller at Evergreen Pharmaceuticals, she participated extensively in the company's acquisition activities. In addition, she managed a 20 person team, implemented a general ledger conversion, and participated as a member of the company's executive committee. At RadioFrame Networks, a multi-national firm with offices in Europe, the US, and Bermuda, she managed day-to-day accounting including foreign currency translation and transactions. She also participated as part of the Oracle ERP implementation team and, when the company ceased operations, she consulted for the company helping to ensure an orderly shutdown. As both a controller and a consultant, Liz has extensive experience with budgeting, forecasting, and modeling, and has implemented budgeting software.
Liz was a Washington state CPA and holds an MBA and a Masters in Professional Accounting from the University of Washington, and a BA from Oregon State University.
Peggy O'Reilly
Peggy O'Reilly Resume
Peggy O'Reilly has more than 25 years of private and public company experience as a VP Finance and Operations, Corporate Controller, and Accounting Manager primarily in the software industry. She is a strong financial operations executive and strategic planner with an emphasis on early stage and start-up companies.
Peggy was VP of Finance and Operations at Attenex Corporation until their successful sale to FTI Consulting, Inc. in June 2008. Prior to Attenex Corporation, Peggy was the Corporate Controller for Primus Knowledge Solutions, Inc. where she was integral in taking the company public, raising $52M in capital. She has experience in mergers and acquisitions, establishing European operations, acquiring funding, and implementing software systems.
Peggy holds a Bachelor of Science degree in Accounting from City University and is a Washington State CPA (inactive). She has served as Board President and Secretary/Treasurer for Powerful Voices, a non-profit organization she continues to support. She lives in Seattle with her husband where they share their time between Seattle and Winthrop enjoying cross country skiing, hiking, biking, and other outdoor activities.
Karen Odegard
Karen Odegard Résumé
Karen Odegard is an accomplished executive with 30 years of experience in multiple business types including service, manufacturing, and distribution. Most recently, she was owner and president at Pacific Aero Tech, successfully growing the company from four to thirty employees and from $500,000 to $18 million in annual revenues. Karen has extensive finance experience in the aerospace industry, where she has served as a chief financial officer, controller, and director of finance, and has led and participated in both restructuring and M&A activities.
At Food Services of America, a $3 billion food services business with 56 branches in two countries, she was responsible for managing financial reporting, risk management, computer systems design, contract negotiation, and financial consulting at the branch level. At multiple companies, she was responsible for the entire accounting function, and participated in financial analysis, reporting, and budgeting. Karen began her career in public accounting, working in the Audit Group at Arthur Young and Company.
Karen holds an MBA from Seattle University and a BA in Business Administration (Accounting) from the University of Washington, and she is a CPA-Inactive in Washington State. Karen lives with her family in Seattle, where she enjoys reading, theater, boating, and travel.
Bill Palmer
William Palmer Résumé
Bill is a proven senior level executive with strong banking, financial, accounting, and business development skills, and experience across multiple industries with extensive experience in structuring financial transactions. At CFO Selections, he has successfully performed as acting CFO for companies in a wide range of fields, including software development, commercial real estate, construction, equipment distribution and service, and retail.
Prior to his experience as a consulting CFO, Bill had a 23-year career in banking, during which he led groups that funded hundreds of companies in the Pacific Northwest through middle-market lending at Bank of America and US Bank. He held executive positions as Senior Vice President (SVP) Washington Portfolio Manager, SVP and Senior Credit Products Officer, Senior Vice President and Client Manager, and Assistant Vice President, Trade and Relationship Officer. As a banking officer, he sat on several client advisory boards and represented Bank of America in the local business community.
Bill holds an MBA from Seattle University, a BBAd from Gonzaga University, and is a graduate of the Pacific Coast Banking School. He is involved in his community as Chair of the CFO Selections Foundation, served as Chair of the Finance and Development Committees at his church, and he has also served on the Board of Governors and as Treasurer of the Newport Yacht Club. Bill lives in Newcastle with his wife and their five children.
Nancy Prior
Nancy Prior Résumé
Nancy Prior is an experienced financial professional who has managed all aspects of accounting at both startups and established firms in multiple industries including information technology, hospitality, manufacturing, and fitness. Prior to joining CFO Selections, she served as CFO of Mobliss Inc, NetReflector.com, and Pt Interactive. Both as managing director of Garage.com, and as an independent venture consultant, she has worked with many companies to help them succeed in the process of getting and managing venture funding. Nancy has had her own consulting business for many years, and has helped business owners set up accounting procedures, implement best practices, design usable budgets and reports, and use their financial information to make good business decisions.
Nancy holds a Bachelor of Arts in Business Administration (Accounting) from the University of Washington, and is a Washington State CPA. She lives in Lake Forest Park and enjoys motorcycles and soccer.
Amy Romer
Amy Romer Résumé
Amy Romer is a resourceful, analytical, and highly effective professional with over 15 years of proven leadership in business and financial management. Most recently, she was Senior Director of Finance at the Allen Institute for Brain Science, where she was responsible for all aspects of accounting and finance, including budgeting, reporting, forecasting, and monitoring.
Amy has previously worked as a consultant in both software and finance, and as a senior finance manager at companies in the healthcare, biotech, security, and financial services industries. She is experienced in business development; as president of her own firm, she grew her client base from 25 to 250 within 18 months, and she has helped numerous other companies expand – including a healthcare company which she grew from $15M to $18M in revenue in 18 months, while increasing profitability by 19% .
At multiple companies, Amy has successfully reduced costs and streamlined processes while improving teamwork and staff morale. At a biotechnology company, she improved the inventory control system, resulting in a 25% savings. Management comments included "Amy has superb technical skills which enable her to determine creative solutions" and "proactive at meeting needs, often before they have been identified."
Amy is a CPA licensed in both Washington and Florida. She holds a Bachelor of Arts, Business Administration (Accounting) from Florida Atlantic University, and is a Certified Great Plains accounting applications specialist. Amy lives with her family in Bellevue, where she serves on the boards of the Seattle Red Cross, Village Theatre, and AJC.
Richard Salitra
Richard Salitra Résumé
Richard Salitra is a senior financial executive and leader with well-rounded experience in finance, accounting operations, and general management in a breadth of industries. He has extensive operational experience in building the finance and administrative functions to support the rapid growth of small to mid-size organizations.
Richard's leadership accomplishments range from improving the effectiveness of the Finance function and turning around underperforming Accounting departments to positioning his organizations for future growth. He has created and managed numerous initiatives to lower costs and improve operations. Richard is well-versed in working with management on fund-raising and liquidity issues, budgeting and forecasting, financial analysis and modeling, contract negotiation, and process/reporting improvements.
Prior to joining CFO Selections, Richard held senior financial positions in a variety of companies in the high tech, service, property management, and financial services industries. Richard is currently the CFO of the Infectious Disease Research Institute (IDRI), a Seattle-based non-profit medical research organization. As part of his responsibilities, Richard is experienced with Federal grant compliance, indirect allocation issues, and non-profit specific taxation.
Richard received his MBA from Seattle University. He also holds a BS in Accounting and Finance and a BA in Economics, both from the University of Colorado. He is a Washington State CPA (inactive).
David Saporta
David Saporta Résumé
Dave Saporta has over 30 years of experience in a wide variety of business environments. He has served as CFO and Corporate Controller for large companies with international operations, as well as providing hands-on finance and accounting advisory skills to smaller, emerging businesses.
He began his career with Price Waterhouse where he spent nine years, including a three-year posting to the firm's Lisbon, Portugal office. He next spent ten years with the Australian transport, security, and health care multi-national Mayne Nickless Limited, including a three-year assignment in Toronto, Canada as the VP Finance and Administration of the company's North American Transport Group.
Dave also has extensive mergers and acquisition experience gained primarily through his four years as a Director of Transaction Services with PricewaterhouseCoopers. Since 2002, Dave has been providing temporary and interim CFO and Controller services to smaller and mid-sized companies, as well as performing contract buy-side due diligence work for private equity firms.
David is a graduate of the University of Washington, a Certified Public Accountant, and a former board member of the Washington Society of CPAs.
Jim Tarte
Jim Tarte Résumé
Jim Tarte is a dynamic finance professional with over 20 years of experience in public and private accounting with an emphasis on early stage and venture backed start ups experiencing high revenue growth. He has extensive experience securing both equity and debt financing, including private placements, lines of credit, bank notes and lease arrangements. At multiple companies, he has been responsible for the entire finance operation including day-to-day accounting, management reporting, forecasting, cash management and relationships with outside service providers including investment bankers, CPA firms and corporate counsel.
Prior to joining CFO Selections Jim held executive positions in high-tech media, e-commerce, professional services and real estate companies. He has M&A experience on both the buy and sell side and has participated in the IPO process, including S-1 filing and the creation of systems for internal and external SEC reporting.
Jim delivers outstanding results in fast-paced environments and knows how to help companies thrive during high-growth periods – providing actionable information to decision-makers, building scalable systems and controlling costs. Jim is a CPA (Inactive), and holds a Bachelor of Arts in Business Administration – Accounting from Seattle University.
Sandy Whitmer
Sandy Whitmer Résumé
Sandy Whitmer joins CFO Selections with 26 years of broad experience as a finance professional. Since 1994, she has been an independent consultant to many companies in the healthcare, high tech, education, and financial services industries. As a consultant, she was responsible for accounting departments, human resources, budgeting, and financial reporting for her clients. She set up accounting records, and designed accounting processes appropriate to the industry and business stage of each company. She coordinated with legal counsel to ensure compliance with equity transactions, handled all tax returns, and directed period closings, budgeting, and financial reporting.
Prior to her consulting work, Sandy was Controller of both Asymetrix and Puget Sound Freight Lines, where she was responsible for all accounting functions. At Asymetrix, she worked with her team to significantly shorten the year-end closing process, managed the due diligence process for acquisitions, and worked with foreign banks and accountants to track European operations. At Puget Sound Freight Lines, she selected and implemented new general ledger software, administered the 401(k) plan, and worked on the creditor committee of a Chapter 11 customer.
Sandy is experienced with SEC yearly and quarterly filing requirements for public companies, and has coordinated annual and quarterly audits with independent auditors, providing lead schedules, footnotes, and other analyses.
Sandy holds a B.S. in Business, with an accounting major, from the University of Idaho.
Carrie Wilson
Carrie Wilson is a high-energy, versatile accounting professional with ten years of experience in both private and public accounting, primarily in the high-tech, manufacturing, and pharmaceutical industries. As Division Controller of Zetec, Inc, she led the company's expansion into Korea and China and managed an international accounting and IT department consisting of 25 team members located in Seattle, Quebec, Paris, and Seoul. At Advanced Digital, she acted as headquarters liaison for subsidiary companies in France, Germany, the UK, and New York.
Carrie has managed the accounting departments at multiple companies, including day-to-day accounting functions, monthly and yearly closings, management reporting, projections, and budgeting. At multiple firms, she has been actively involved in leading and participating in process improvement teams.
Carrie has strong experience with Oracle Financials and Oracle reporting. At Quantum Corp, she investigated and resolved issues with Oracle auto-invoicing, leading to recovery of $25M in disputed payables. She also played a key role in Oracle systems upgrades and reporting projects at several other technology companies. Carrie has experience in public company reporting and Sarbanes-Oxley compliance, including the management of documentation, audit, and review of SOX controls and records.
Carrie is a Washington state CPA and holds a Bachelor of Arts in Business (Accounting concentration) from the University of Washington.
Steve Winslow
Steve Winslow Résumé
Steve Winslow is a seasoned finance executive with over twenty years of progressive responsibility in both public and private companies. He has raised over $4.5 billion in debt and equity financing, and has proven experience in mergers and acquisitions, operational support and analysis, foreign operations, liquidity and loan compliance, investor relations, rating agencies, and SEC and corporate disclosures.
AS CFO of SeaMobile Inc., Steve negotiated, managed due diligence, and financed two acquisitions, expanding the company's geographic reach and securing its access to key customer contracts and platforms to deliver new products. After the acquisitions, he managed and integrated systems and personnel including offices in both the United States and France.
Steve spent two years as the Chairman of the Cellular Telecommunications Industry Association's Wireless Tax Group, where he brokered industry agreement that led to passage of landmark federal legislation, and developed industry-wide legislative positions, coordinated lobbying efforts, and managed communications with member companies and media.
Steve also spent eleven years as a Tax Manager at Arthur Andersen LLP. He holds an MBA from the University of Washington and a BS in Business Administration from the University of Montana. He lives in Seattle, where is he active on various boards, including the Advisory Board of the University of Montana's School of Business Administration and the Issaquah School District Boundary Committee.
Eastern Washington & Idaho
Kevin Krieger
Kevin Krieger Résumé
Kevin Krieger has 25 years of experience in commercial real estate, senior and multi-family housing, real estate fund management, technology management, operations-facilities management, and public accounting. Most recently, he was the manager of the Bellevue team for Lemaster Daniels' "CFO As You Grow" program. Prior to that, he was CFO of Wilkinson Corporation, and has also served as CFO and Corporate Controller of several other firms, including The Dolsen Companies (Coca Cola of Yakima and Tri-Cities). He has been a Senior Auditor, and was Supervisor of Credit & Collections for the Retailer Finance Division of GE Capital.
Kevin is a Washington State CPA and has earned the CCIM designation for expertise in commercial real estate. He holds an MBA from the UW in Finance and Management Information Systems, and a BA from the UW in Economics, with a minor in Romance Languages.
