Experience

City of Oak Harbor, WA

• United States
• Government Administration
• 1 - 100 Employee

• Finance Manager

  • Oct 2023 - Present

  Promoted by Finance Director.Performs advanced level financial planning and operations management of City’s financial planning and accounts receivable functions and personnel, including the preparation of the city’s biennial budget process and documents, utility billing office, and enterprise resource planning system. Budget – Manages the development of the City’s Biennial Budget.Reporting – Monitors funds activity and prepares regular reports for the Finance Director, City Administration and City Council on the City’s financial condition. Collective Bargaining – Oversees preparation and coordinates labor contract costing models and fiscal analyses during negotiations. Capital Plans – Assists with the development of the Long-term Capital Plan.Forecasting – Maintains the City’s financial forecasting model and scenarios for the City Council.Accounting System / ERP – System maintenance, implementation, and primary point of contact.Special Studies – Conduct special studies and analyses applying financial management principles and accounting theory.Training and Coaching - Develop training materials and provides training with technical expertise on complex budget or finance issues. Standard Operating Procedures - Develop and maintain step-by-step instructions for critical functions.Audit – Assist with the City’s annual audit and serve as a contact to the State Auditor’s Office.Annual Financial Report – Assist preparation and review of the Annual Financial Report Project Accounting – Project accounting oversight on multi-year projects. GASB – Compliance with Governmental Accounting Standards Board statementsGAAP – Compliance with principlesFund/Cash Balancing – Assist with daily fund/cash balancing and reconciliation.Controls – Institute controls for financial functions and segregation of duties to prevent and detect fraud. Journal Entries – Review and approve journal entriesInternal Auditing – Revenue and expenses accounts for discrepancies. Show less

• Finance and Performance Analyst

  • Apr 2021 - Oct 2023

  • Promoted to Finance and Performance Analyst by Finance Director • Collects, coordinates, prepares, researches and analyzes a variety of complex reports for Federal, State and local agencies, and the city• Perform intermediate level professional analytical services in matters such as financial policies; position and bargaining unit costing; accounting system setup, integration, and functionality; revenue and expense trends; Budget tracking and trends; City Budget, Long-term Capital Plan, and Capital Improvement Plan development and balancing; economic research; grant management and reporting; and accounts payable; and various special projects, as assigned.• Assist the Finance Director and City Staff in the development of the bi-annual Budget, mid-biennial Budget update, budget amendments, budget adjustments, and researching budget variances.• Prepare quarterly and annual financial status, budget variance, and analytical reports, as assigned, for presentation to the Finance Director, Boards, and City Council.• Prepare annual property tax levy increase presentation to City Council.• Assist with Lodging Tax Advisory Committee reports, agenda bills, meetings, grant applications, and contracts• Collect, prepare, post and retain monthly journal entries. Balance journal entries at the fund level and distribute financial reports to City users.• Reconcile all City cash accounts to the general ledger on a monthly basis, including lien reconciliation.• Participate as a member of the audit team during the city annual audit by members of the State Auditor’s Office.• Administer and maintain the city chart of accounts, set up new accounts, and update • Auditing departmental, finance, sales tax, and business licensing accounts for discrepancies as needed or requested by Department Directors or as part of annual verification.• Assist in day-to-day training and coaching and be a resource to department and city staff. Show less

• Finance Office Manager - Utilities

  • May 2014 - Apr 2021

  Manages and supervises the Finance Department's Utilities division. This position is responsible for supervising the preparation, posting and reconciliation of the Utility division's financial, cash handling and internal control activities for the City of Oak Harbor as well as personnel management, scheduling and assisting in discipline and performance management of Utilities division staff. This position includes a variety of accounting duties such as recording, processing and summarizing information. This position may provide technical guidance to other Finance Department personnel and other City departments. Serves as principal assistant and reports to the Finance Director and is a member of the Finance Department's management team. Maintains and enforces City code in application to daily financial operations. Active Notary Public License 3638. Show less



Acorn Properties, Inc.

• Real Estate
• 1 - 100 Employee

• Real Estate Broker

  • Dec 2017 - Jan 2023

  Assist my clients with their purchase and selling needs. I combine my title insurance knowledge, banking, and property management experience to create a formula for success that my clients benefit from. It is a personal goal for me to ensure my clients feel cared for during the entire buy/sell process. Built professional network consisting of home inspectors, lenders, escrow closers, mortgage companies, appraisers, attorneys, and title companies. Average 10 clients per year working part-time as realtor. Member of National Association of Realtors. Active Real Estate Broker License 109429. Show less



Keller Williams Realty, Inc.

• United States
• Real Estate
• 700 & Above Employee

• Real Estate Broker

  • May 2017 - Dec 2017

  Assist my clients with their purchase and selling needs. I combine my title insurance knowledge, banking, and property management experience to create a formula for success that my clients benefit from. It is a personal goal for me to ensure my clients feel cared for during the entire buy/sell process. Active Real Estate Broker License 109429. Assist my clients with their purchase and selling needs. I combine my title insurance knowledge, banking, and property management experience to create a formula for success that my clients benefit from. It is a personal goal for me to ensure my clients feel cared for during the entire buy/sell process. Active Real Estate Broker License 109429.



KeyBank

• United States
• Banking
• 700 & Above Employee

• Licensed Relationship Manager

  • Aug 2011 - May 2014

  Held an Insurance and Series 6 Securities license. Assisted bank clients with banking and lending needs. Active in the “Key at Work” banking education and marketing program presenting the program to bank clients and businesses in a classroom setting. Recognized as 25th ranked Nationally for my position in 2013. Provided teller work, cash handling, and back up to Branch Manager as needed. Held an Insurance and Series 6 Securities license. Assisted bank clients with banking and lending needs. Active in the “Key at Work” banking education and marketing program presenting the program to bank clients and businesses in a classroom setting. Recognized as 25th ranked Nationally for my position in 2013. Provided teller work, cash handling, and back up to Branch Manager as needed.



Clark Realty Management

• San Diego, California, United States

• Assistant Community Director

  • Feb 2009 - Apr 2011

  • Promoted by General Manager from Assistant Manager to Assistant Community Director after six months on the job; providing full administrative support including new and past resident updates, mailing list updates, Cox utility updates, rent collection, evictions, resident counseling, drafting and distribution of legal and general notices, letters, and correspondence 1882 units • Assist in lease administration activities including lease set up, administer rental changes, renewals, 30-day notices, cancellation of notices, deployment concession, Yardi entry and adjustments, generate reports in preparation of deployment concessions and renewal schedules • Initiate and submit work orders, confirm completion, follow-up with resident satisfaction calls, and track responses in excel; maintain follow-up system for lease expiration to maintain target retention of 75%, draft 30, 60, and 90 letters for average of 150 residents per month consisting of service members from sea and shore duty commands • Assist residents with complaints, questions, and concerns, search for solutions, and follow-up to ensure resolution is met to their satisfaction • Inspect and assess charges during pre-move out and final move out inspections; inspect units to ensure turn over readiness • Instrumental in daily operations of building, use of security system, building walks and inspections • Develop customer service training program pertaining to maintenance service follow-up, deployment program, retention program, and early lease renewal program. • Developed orientation programs for junior sailors with Commanding officer of the Naval Base San Diego Show less



T-Mobile USA, Inc

• Lease Administrator

  • Dec 2007 - Dec 2008

  900 Cell sites and towers Contracts administration and financial obligation in the aggregate of $1.2M per month on cell site, switch facilities, and retail store site leases Daily support functions provided to senior property manager, development manager, general manager, RF engineers, and construction manager Reconciled outstanding delinquent accounts with various municipalities and successful research and settlement of unclaimed property resulting in thousands of dollars provided to rightful owners Drafted and disseminated renewal letters, termination letters, notices, and option letters to landlords Show less



Chicago Title Company

• Title Officer

  • May 1996 - Oct 2007

  11 years experience with independent work, title searching, abstracting and examining Worked remotely for 5 months using Cisco VPN Performed examination of deeds, deeds of trust, mortgages, leases, easements, and other title encumbrances in the public record Exercise high concentration to detail ensuring ALTA compliance and demonstrated specialized knowledge in order to avoid costly claims resulting in litigation Authorized signatory for preliminary title reports, supplements, endorsements, and final ALTA policies insuring residential and commercial properties up to $1 million Resolve problems relating to missing, incomplete, inaccurate and/or contradictory title issues Show less



Greater Suburban Mortgage

• Loan Processor | Receptionist

  • Jan 1995 - Jan 1996

  Instrumental front office operational support for loan officer providing assistance in the loan application process Discussed and resolved issues regarding rates and fees Assisted loan officer with loan submission, approval conditions and funding conditions Provided customer care, updated borrower records, and communicated with underwriters regarding status of loan application Open and process conventional, FHA, and VA loans. Mail verifications of employments Instrumental front office operational support for loan officer providing assistance in the loan application process Discussed and resolved issues regarding rates and fees Assisted loan officer with loan submission, approval conditions and funding conditions Provided customer care, updated borrower records, and communicated with underwriters regarding status of loan application Open and process conventional, FHA, and VA loans. Mail verifications of employments



Kmart

• Cash office associate | Cashier

  • Jan 1991 - Jan 1993

  Assist management staff with variety of interoffice duties and activities. Perform basic accounting functions daily A/P, A/R, Invoicing, Receipts, Cash counting and balancing of deposits in excess of $20,000.00 daily Computerized and manual accounting, payroll, and bank deposits Freight bill invoicing, data entry, ordering of office supplies and equipment Assist management staff with variety of interoffice duties and activities. Perform basic accounting functions daily A/P, A/R, Invoicing, Receipts, Cash counting and balancing of deposits in excess of $20,000.00 daily Computerized and manual accounting, payroll, and bank deposits Freight bill invoicing, data entry, ordering of office supplies and equipment