Experience

DART - Des Moines Area Regional Transit Authority

• United States
• Truck Transportation
• 1 - 100 Employee

• Chief Financial Officer

  • Aug 2020 - Present

  Des Moines, Iowa, United States * Provides leadership to the departments assigned to the Finance Division (Accounting/Finance, Grants, Risk Management, Procurement, Inventory, Information Technology and Business Analytics) and across the organization, applying strategic thinking and results orientation to ensure the business objectives are achieved. *Partners with executive leadership to guide, implement, and manage the necessary cost control, process redesign as well as financial management and technology… Show more * Provides leadership to the departments assigned to the Finance Division (Accounting/Finance, Grants, Risk Management, Procurement, Inventory, Information Technology and Business Analytics) and across the organization, applying strategic thinking and results orientation to ensure the business objectives are achieved. *Partners with executive leadership to guide, implement, and manage the necessary cost control, process redesign as well as financial management and technology strategies to support the economic growth and financial well-being of the organization in order to provide high quality public transit service. Works to identify financial trends, KPIs and other financial models to stay ahead of trends. *Develops and maintains the long-term financial plan for the organization; ensures alignment of agency resources and spending; provides guidance to the organization in pursuing opportunities for grant funding and other revenues. Ensures that DART's finances are effectively and efficiently managed with sufficient controls through systems and procedures to mitigate fraud, abuse, and/or waste. Show less



Iowa Judicial Branch

• United States
• Administration of Justice
• 200 - 300 Employee

• Director of Finance

  • Sep 2018 - Aug 2020

  United States Directed, prepared, and administered the Iowa Judicial Branch annual budget assumptions and assist with finalizing the presentation to the legislature. Directed and administered the judicial retirement fund by working with staff and judges to calculate monthly retirement benefit amounts and ensure the timely processing of monthly judicial retirement benefit payments. Led the overall standard operations procedures to maintain the integrity of the Iowa Judicial Branch’s… Show more Directed, prepared, and administered the Iowa Judicial Branch annual budget assumptions and assist with finalizing the presentation to the legislature. Directed and administered the judicial retirement fund by working with staff and judges to calculate monthly retirement benefit amounts and ensure the timely processing of monthly judicial retirement benefit payments. Led the overall standard operations procedures to maintain the integrity of the Iowa Judicial Branch’s financial practices, ensuring compliance with GAAP requirements and the requirements of financial institutions, the office of the state treasurer, state auditors, the legislature, and other governmental agencies. Show less



Metro Waste Authority

• United States
• Environmental Services
• 1 - 100 Employee

• Director of Finance

  • Aug 2015 - Sep 2018

  Assume a strategic role in the overall management of the organization. Day-to-day responsibility for planning, implementing, managing and controlling all financial-related activities of the organization. Direct responsibility for accounting, finance, investments, forecasting and strategic planning. Oversee the human resource and IT functions of the organization.



State of Iowa - Executive Branch

• Government Administration
• 700 & Above Employee

• Bureau Chief, Bureau of Community Colleges

  • Aug 2012 - Aug 2015

  Des Moines, Iowa Area Plan,organize, and lead the operation of the Bureau of Community College Services Manage and evaluate the work of the bureau's staff: and provide leadership to staff in planning activities necessary to accomplish bureau and division goals Evaluate results and provide planning for continuous improvement.

• Community College Finance Consultant

  • Nov 2007 - Oct 2012

  Prepare the community college funding calculations, certified budget report, and the full time equivalent enrollment numbers utilized in the funding calculations. • Respond to requests for information from the Legislative Fiscal Bureau (Fiscal Notes). • Assist in the design, coordination, and implementation of the Perkins Pell audits. • Coordinate the compilation and issuance of annual community college financial reports.



Iowa State Auditors Office

• Office Manager

  • Feb 2007 - Nov 2007

  * Developed $9 million budget * Oversaw accounting processes, financial records, and reports * Acted as agency's financial manager * Provided training, guidance, and evaluation of staff



City of Des Moines Municipal Housing Agency

• Accounting Manager

  • Nov 2005 - Feb 2007

  Planned, organized, directed, trained, and evaluated the work of accounting staff * Prepared budget information, worksheets, reports and forms for Administrators, Directors, Boards, the City, and HUD * Oversaw general ledger activities, including directing staff in maintaining accuracy of all account information * Developed and administered accounting controls to ensure fiscal integrity within federally monitored housing operations



Municipal Fire and Police Retirement System of Iowa

• Accountant/Investment Officer

  • Apr 2005 - Nov 2005

  Performed and monitored accounting, auditing, and control functions. * Prepared analysis of expenditures and monthly report of operations, financial statements, schedules, and statistical data. * Provided reconciliation and analysis of investment processes associated with the investment portfolios and the custodian bank. * Participated in the analysis, assessment, and development of policy recommendations for consideration by the Board of Trustees.



Wellmark Blue Cross and Blue Shield

• United States
• Insurance
• 700 & Above Employee

• Internal Auditor

  • Apr 2004 - Apr 2005

  Conducted reviews, analyses, and evaluations of the control systems in all areas and activities within Wellmark. * Performed independent appraisals to determine whether information reported by existing business applications is accurate within specifications and desired results. * Provided written and oral communications to all levels of management regarding audit results. * Worked with leadership to develop actions that will address the identified issues.



Cahaba Safeguard Administrators

• Fraud Investigator

  • May 2003 - Apr 2004

  Assisted in the detection, case development, and remediation of fraudulent activities. * Referred appropriate cases to federal law enforcement personnel. * Provided a focal point for the coordination and interaction of numerous persons and/or agencies to address false Medicare billings. * Analyzed data, reviewed medical and financial records, and interviewed patients, healthcare providers, and others.



Iowa Department for the Blind

• Rehabilitation Consultant

  • May 2000 - May 2003

  Directed and managed budget for two federal grants as Project Director. * Provided data analysis for the Department regarding federal standards and indicators. * Initiated and provided training to all field operation staff regarding new federal programs. * Shared responsibility for developing and implementing new automated case management system.



Iowa State Patrol

• State Trooper

  • Jun 1994 - May 2000

  Patrolled state highways within assigned area, in vehicle equipped with two-way radio, to enforce motor vehicle and criminal laws. * Testified in court as witness in traffic violations and criminal cases. * Certified as a Field-Training Officer for the State Patrol. * Directed activities in accident areas, rendering first aid and restoring traffic to normal.