Experience

City of Riverside

• Government Administration
• 700 & Above Employee

• Assistant City Manager/Chief Financial Officer/Treasurer

  • Jun 2023 - Present

  Riverside, California, United States

• Chief Financial Officer/Treasurer

  • Aug 2018 - Present

  Riverside, Ca As Chief Financial Officer for the City of Riverside, I oversee a staff of 60 talent individuals with the responsibility for developing and managing a $2 billion biennial budget within the context of a five-year financial plan.

• Interim Assistant City Manager/CFO/Treasurer

  • May 2022 - Jun 2023

  Riverside, California, United States

• Assitant Chief Financial Officer/Deputy Treasurer

  • Sep 2017 - Jun 2023

  Greater Los Angeles Area Responsible for the administration and oversight of the City's $600 Million investment portfolio. Work diligently to ensure that City funds are invested according to City policy and government code all while maximizing investment returns. Responsible for the administration and oversight of the City's $1.5 Billion long-term debt portfolio. Ensure adherence to all statutory requirements and SEC disclosure regulations, timely and accurate payment of principal and interest on bonds and… Show more Responsible for the administration and oversight of the City's $600 Million investment portfolio. Work diligently to ensure that City funds are invested according to City policy and government code all while maximizing investment returns. Responsible for the administration and oversight of the City's $1.5 Billion long-term debt portfolio. Ensure adherence to all statutory requirements and SEC disclosure regulations, timely and accurate payment of principal and interest on bonds and leases. Maintain compliance with existing bond covenants and all applicable tax regulations, management of prudent financial risk and facilitating relationships with rating agencies to retain positive ratings in conformity with governmental best practices. Assist in the structuring and analysis of bond and note offerings through quantitative and qualitative evaluation of financing proposals, cash flows and bond documents; Work closely with financing team – investment banks, counsel, and financial advisors – to ensure successful and orderly issuance of debt to the public, based on capital funding requirements and City objectives.

• Controller

  • Dec 2014 - Sep 2017

• Assistant Controller

  • Apr 2012 - Dec 2014

  Riverside, CA Maintain current knowledge of organizational policies and procedures, federal and state policies and directives, and current accounting standards. Prepare or direct preparation of financial statements, business activity reports, financial position forecasts, annual budgets, or reports required by regulatory agencies. Develop internal control policies, guidelines, and procedures for activities such as budget administration, cash and credit management, and… Show more Maintain current knowledge of organizational policies and procedures, federal and state policies and directives, and current accounting standards. Prepare or direct preparation of financial statements, business activity reports, financial position forecasts, annual budgets, or reports required by regulatory agencies. Develop internal control policies, guidelines, and procedures for activities such as budget administration, cash and credit management, and accounting. Receive, record, and authorize requests for disbursements in accordance with company policies and procedures. Conduct or coordinate audits of company accounts and financial transactions to ensure compliance with state and federal requirements and statutes. Provide direction and assistance to other organizational units regarding accounting and budgeting policies and procedures and efficient control and utilization of financial resources. Supervise employees performing financial reporting, accounting, billing, collections, treasury, payroll, and budgeting duties. Monitor financial activities and details such as reserve levels to ensure that all legal and regulatory requirements are met. Analyze the financial details of past, present, and expected operations to identify development opportunities and areas where improvement is needed. Monitor and evaluate the performance of accounting and other financial staff, recommending and implementing personnel actions, such as promotions and dismissals. Prepare and file annual tax returns or prepare financial information so that outside accountants can complete tax returns. Lead staff training and development in financial management areas. Perform all not-for-profit accounting support to various related entities supported by the City



Metrolink

• United States
• Rail Transportation
• 200 - 300 Employee

• Manager, Accounting

  • Jan 2002 - Apr 2012

  Obtained and maintain a thorough understanding of the financial reporting and general ledger structure. Ensured an accurate and timely monthly, quarterly and year end close. Ensure the timely reporting of all monthly financial information. Managed the daily banking requirements and overall Treasury function. Ensured the monthly and quarterly Bank Compliance activities are performed in a timely and accurate manner. Supported budget and forecasting… Show more Obtained and maintain a thorough understanding of the financial reporting and general ledger structure. Ensured an accurate and timely monthly, quarterly and year end close. Ensure the timely reporting of all monthly financial information. Managed the daily banking requirements and overall Treasury function. Ensured the monthly and quarterly Bank Compliance activities are performed in a timely and accurate manner. Supported budget and forecasting activities. Collaborated with the other department managers to support overall goals and objectives. Monitored and analyzed department work to develop more efficient procedures and use of resources while maintaining a high level of accuracy. Advised staff regarding the handling of non-routine reporting transactions. Responds to inquiries from the Director of Finance and agency wide managers regarding financial results, special reporting requests and the like. Ensured a clean and timely year end audit. Supervised the general ledger group to ensure all financial reporting deadlines were met. Assisted in the development and implementation of new procedures and features to enhance the workflow of the department. Provided training to new and existing staff as needed. Handled personnel issues relating to staff conflicts, absenteeism, performance issues, etc. Worked with each direct report to establish goals and objectives for each year and monitor and advise on the progress to enhance the professional development of staff. Support Director of Finance with special projects and workflow process improvements. Show less



EY

• United Kingdom
• IT Services and IT Consulting
• 700 & Above Employee

• Audit Manager

  • Jan 1995 - Dec 2001

  Developed and maintained productive working relationships with client personnel and assessed clients' satisfaction. Directed audit fieldwork daily, informed supervisors of the engagement status, and managed staff performance. Demonstrated a thorough understanding of complex accounting and auditing concepts and applied them to client situations. Comprehensive knowledge and understanding of GAAP. Developed people through effectively delegating tasks and providing… Show more Developed and maintained productive working relationships with client personnel and assessed clients' satisfaction. Directed audit fieldwork daily, informed supervisors of the engagement status, and managed staff performance. Demonstrated a thorough understanding of complex accounting and auditing concepts and applied them to client situations. Comprehensive knowledge and understanding of GAAP. Developed people through effectively delegating tasks and providing guidance to staff. Provided performance feedback and training, and conducted performance reviews. Participated in performing audit procedures, especially focusing on complex and/or specialized issues. Collaborated to plan engagement objectives and an audit strategy that complied with professional standards and appropriately addressed risk. Understood the client's industry and recognize key performance drivers, business trends, and emerging technical and industry developments. Developed people by encouraging individuals to think for themselves and take responsibility for their contributions to the team. Monitored the engagement team's progress against the plan and altered it when needed. Show less