Experience

• 

  City of Tulsa

  • United States
  • Government Relations Services
  • 700 & Above Employee

  • Deputy City Treasurer

    • Oct 2018 - Present

  • Financial Services Manager

    • Aug 2015 - Present

    Responsible for managing work involving various financial and economic monitoring, analysis, and investment functions; responsible for overseeing the City's cash flow programs, debt administration, and the preparation of financial reports and policies for the City of Tulsa's Treasury Division.- Planning work involving administration of the City's cash management programs- Analysis and supervision of the monitoring of the City’s ~$1 billion investment portfolio- Monitoring investment performance to ensure adherence with the City’s investment policy- Analysis of the City's debt structure and analysis of economic proposals to recommend and implement changes- Assistance in the issuance of debt- Analysis and assurance of the security and liquidity status of City investment options and various financial institutions- Recommendation and participation in the purchase, sale, and transfer of funds and investment securities- Coordination of transactions and fund transfers with banks and brokerage firms- Tracking and recording of investments to provide support for City department payment requests and other financial obligations of the City- Coordination of special projects involving Treasury Division’s policies, procedures, and ordinances relating to the Technical Services/Treasury functions- Management of City's merchant services/card processing, e-payment platform, and banking services contracts- Management of City's PCI - DSS endeavors and Financial Transaction Security Awareness training program.- Cash Management and Cash Handling trainer for all monetary points of intake for City of Tulsa.- Creation and administration of Cash Management policy and procedure for all monetary points of intake for City of Tulsa; provide internal control and oversight of City-wide cash handling operations

  • License Center & Revenue Processing Manager

    • Mar 2013 - Aug 2015

    - Management of all regulatory business licensing issuance and enforcement of associated ordinances for the City of Tulsa- Oversight of the collection of over $2 million in annual licensing revenue- Management of departmental budgetary appropriations, expenditures, and encumbrances- Supervision of eight direct reports- Management of Revenue Processing and all cashier operations for City of Tulsa- Citywide point of Sale and e-payment platform specialist- Cash Management for all financial points of intake throughout City of Tulsa, including: Revenue Processing, Parks and Recreation, Animal Welfare, Police Records and Property, Booking, Municipal Courts, Development Services, and Utilities Services. - Management of City's merchant services/card processing, e-payment platform, and armored car services and contracts.- Management of City's PCI - DSS endeavors and Financial Transaction Security Awareness training program.- Cash Management and Cash Handling trainer for all monetary points of intake for City of Tulsa.- Creation and administration of Cash Management policy and procedure for all monetary points of intake for City of Tulsa; provide internal control and oversight of City-wide cash handling operations.

  • Treasury Analyst II

    • Jul 2011 - Mar 2013

    - Cash Management for all financial points of intake throughout City of Tulsa, including: Revenue Processing, Parks and Recreation, Animal Welfare, Police Records and Property, Booking, Municipal Courts, Development Services, and Utilities Services. - Management of City's merchant services/card processing, e-payment platform, and banking services operations and contracts.- Management of City's PCI - DSS endeavors and Security Awareness training program for Treasury Division.- Cash Management and Cash Handling training for all monetary points of intake for City of Tulsa.- Creation and administration of Cash Management policy and procedure for all monetary points of intake for City of Tulsa.- Provide internal control and oversight of City-wide cash handling operations.- Management and administration of City's annual Sales Tax Rebate program.- Bank liaison for City's depository financial institution.

  • Treasury Analyst I

    • Nov 2010 - Jul 2011

    - Cash management, merchant services, and e-payment operations.- Municipal Court financial liaison.- Supervision of Revenue Processing area and staff.

• 

  Bank of Oklahoma

  • United States
  • Financial Services
  • 700 & Above Employee

  • Branch Manager/Assistant Vice President

    • Apr 2008 - Oct 2010

    - Sales and operations management for Level III branch banking center.- Expanding and servicing account relationships.- Coaching and mentoring branch sales and teller staff.- Management of branch financials, expenses, and profitability.

  • Assistant Branch Manager/Bank Officer

    • Nov 2006 - Apr 2008

    - Primarily responsible for assisting the Branch Sales Manager in overseeing the sales and operational functions of the branch- Performed a variety of duties to retain and expand customer relationships- Perform all monthly and quarterly branch audits- Ensured quality customer services are provided

  • Consumer Banker

    • Feb 2006 - Nov 2006

    - Primarily responsible for retaining and expanding customer relationships and soliciting new retail business from existing and prospective customers - Offered bank products and services while maintaining service standards and transaction responsibilities- Marketed bank products and services in-aisle and by phone - Participated in monthly In-Store promotions through creation and implementation of promotions- Performed all regular teller transactions