Treasurer

• Jun 2022 - Present

Finance Director and Treasurer

• Dec 2021 - Jun 2022

Consultant and Owner

• Apr 2004 - Jun 2022

Specialization in government and nonprofit temporary CFO placements and Change Management. Consulting and project management on a contract basis specializing in public sector, non-profits, individuals, small businesses, and real estate property management. Consulting specialties include change management, implementation oversight, training including tax and finance workshops, tax preparation, reviewing accounting systems for operational improvements, assistance in control measures in preparation for audit, project management and program development. Manage personal business and oversee all staff to coordinate successful completion of each project.

Director of Finance And Information Technology

• Aug 2019 - Jan 2022

Responsibility to supervise Finance, Water and Sewer, and Information Technology departments and staff. Act to promote and develop internal controls, set financial targets and budgets, implement strategies, determine and complete special projects, monitor expenditures, oversee annual insurance, monitor cash flow, evaluate and select investments. Direct our organization in implementing effective financial strategies, managing debt, improving revenue, maintaining a healthy financial position, and community confidence.

Division Chief Finance Officer

• 2009 - 2013

Directed financial operations and information systems of a $50 million public water and sewer utility serving over 200,000 residents spanning thirty-seven communities. With accuracy and integrity, led the Division’s accounting functions: utility billing, budgeting, cash management, developing and implementing policies and procedures, purchasing, investing, payroll, auditing practices and preparation of financial statements within guidelines, $55 million grants administration, construction projects, and Union contract negotiations. Assurance of network integrity, upgrade and replacement implementation projects, training, communications and compliance exceeding regulatory standards. Manage all Finance and IT staff (22). Reporting and approvals to a Board of forty members. Drove continuous improvement in financial reporting and operations.

Auditor

• 1999 - 2003

Performed financial statement audits and reviews for clients in the following industries: not-for-profits, health care, manufacturing, self-insurance funds, municipalities, school districts, higher education and real estate. Prepared complex tax returns for not-for-profit organizations, individuals, corporations, and partnerships. Prepared compliance audit reports for clients receiving public funds. Performed financial statement audits and reviews for clients in the following industries: not-for-profits, health care, manufacturing, self-insurance funds, municipalities, school districts, higher education and real estate. Prepared complex tax returns for not-for-profit organizations, individuals, corporations, and partnerships. Prepared compliance audit reports for clients receiving public funds.