Experience

Milwaukee Metropolitan Sewerage District

• United States
• Environmental Services
• 100 - 200 Employee

• Director of Finance/Treasurer

  • May 1997 - Present

  Responsible to; organize and direct the work of accounting personnel in the implementation and application of sound accounting policies and procedures, direct staff in the areas of risk management, safety, and grant & loan administration to minimize financial liabilities of District operations, assist the Director of Fianance/Treasurer in cash management and debt administration, direct planning and issuance of debt, provides technical financial advice to staff, Chief Executive, and the District’s governing body, direct the acquisition and management of property rights rights needed and held by the District, ensure negotiations with and relocation of property owners and tenants is in conformance with Federal Law, State statutes, and District policy, ensure existing property rights are maintained to ensure District assets can be properly operated and maintained, and maximize revenue generation on existing land rights. Currently supervise a staff of 6 as well as manage several outside consultants. The District’s 2014 revenue was $200.7 million with a net asset position of $2.6 billion. Current bond ratings are AAA, Aa1, and AA+. Promoted to Director of Finance/Treasurer January 2023. Promoted to Deputy Director of Finance January 2019. Promoted to Controller April 2015. Promoted to Capital Program Planning Manager January 2001. Promoted to Lead Management & Budget Analyst January 1999 from Management & Budget Analyst. Show less



Aurora Health Care

• United States
• Hospitals and Health Care
• 700 & Above Employee

• Senior Financial Analyst

  • Apr 1994 - May 1997

  Responsible to plan, prepare, communicate, and monitor operating and capital budgets as well as preparing financial projections including income statements, balance sheets, cash flow statements, and key financial indicators. Activities include supporting financial activities of budgeting, cost accounting, and variance reporting as well as counseling and recommending corrective action as needed. Additional responsibilities include developing detailed cost accounting standards, financial proformas, and procedural pricing recommendations. Organization area of responsible was Aurora Medical Group, the physician clinics division of Aurora Health Care. Promoted to Senior Financial Analyst 7/7/96. Show less



E-Funds

• United States
• Consumer Services

• FINANCIAL ANALYST II

  • Jan 1991 - Apr 1994

  Responsible to forecast monthly revenue and expenses and prepare the annual budget. Activities include preparation quarterly financial presentation given by Vice President of Government Services to the Senior Executive staff. Other activities include interpretation of monthly financial reporting, variance analysis, and suggesting solutions to the organization’s sales and management staff as well as preparing cost benefit analysis for vendor selection, services purchased, and lease vs. buy decisions. Promoted to Financial Analyst II 1/7/94. Promoted to Financial Analyst from Telecommunications Financial Service Coordinator 7/92. Show less