Director Of Administrative Services

• Jan 2022 - Present

Director of Finance

• Oct 2019 - Present

Interim Finance Director

• Jun 2019 - Oct 2019

Finance Manager

• May 2018 - May 2019

Budget Manager

• Oct 2016 - May 2018

Participates in the development and implementation of goals, objectives, policies, and priorities for the division as well as the Authority’s operating and capital budget production process; recommends within departmental policy, appropriate service and staffing levels; recommends and administers policies and procedures. Develops and standardizes procedures and methods to improve and continuously monitor the efficiency and effectiveness of assigned programs, service delivery methods, and procedures; assesses and monitors workload, administrative, and support systems, and internal reporting relationships; identifies opportunities for improvement and recommends to the Director. Meets and confers with department staff regarding interpretations of budgetary policies and procedures.Plans, manages, coordinates and participates in the annual Authority budget development process, including supervising and participating in development of preliminary and final budget documents, supporting exhibits and details, coordinating review of key policy issues and decisions with the Executive Director, Director of Finance, Authority department heads to ensure timely completion; meets with managers to forecast revenues for multiple Federal, State, and local funding sources. Directs, coordinates, and participates in the mid-year budget analysis and revision process, including reconciling actual year-end carry-over revenues for multiple funding sources to budget, participating in formulating budget revisions for presentation to the Board. Serves as a liaison for the division with other Authority departments, divisions, and outside agencies; provides staff support to commissions, committees, and task forces; explains and interprets divisional programs, policies, and activities. Show less

Financial Services Manager

• Sep 2015 - Jul 2016

 Responsible for the accounting operations of the finance department including monitoring internal controls for effectiveness and administration of the financial information systems. I was responsible for the planning, directing, and coordination of new policies and controls such as implementing the ACA regulatory guidelines, new payroll requirements from the IRS, and developing new purchasing policies and procedures for program operations. I coordinated the preparation and audit of the City’s financial statements and gave financial insight and guidance on the processes and methods on disclosure reporting for the notes in the financial statements. I also provided guidance on the resolution of a significant problem related to the implementation of GASB 68 for the reporting of pension liabilities in the financial statements. I analyzed, prepared and presented quarterly reports to the City Council and other boards such as the City’s Pension Board. Provided analytical review of interim and year-end financial statements and identified and reported budget to actual variances. Show less

Financial Services Manager

• Dec 2003 - Sep 2015

 Responsible for the budgetary process and controls of the City which includes a wide range of agency operations from capital projects to social programs. I reviewed and evaluated the process of preparing the City’s annual financial statements and coordinating the audit and implemented procedures to prepare the statements in-house at a significant cost savings. With input from financial analysis, research, the City’s portfolio and project teams, I helped build financial planning models including the annual 10-year forecast and business plan and process. I assisted in developing the 5-Year Capital Improvement plan which reported the budgetary and accounting events of multi-appropriated accounts and described the allocations, commitments, obligations, cost and disbursement activities for capital planning. Manage the City’s investment portfolio of over $100 million as well as daily cash management and banking and investment relations. I was the administrator for the City’s financial and budgeting information systems and responsible for the planning, testing, revising, implementing and maintaining both complex systems which includes implementing several significant upgrades to both. I have also created and taught training classes for staff in the City’s financial and budgeting information systems for improved research and financial analysis with the departments. Provided analytical review of interim and year-end financial statements and identified and reported budget to actual variances to Finance Director and City Council on a quarterly basis Show less

Accounting Manager/Finance Analyst

• Apr 2002 - Dec 2003

 Created and implemented new process for tracking Highway Users Tax revenues and expenditures. Prepared CAFR and Capital Improvement Budget including researching and implementing new accounting standards. I initiated and coordinated key issues and problems for a new complex financial systems design and implementation for the City. During the research process of a new financial system, I identified automation opportunities for more efficient processing and financial analysis. I provided annual and mid-year budget reporting and analysis. Monitored and analyzed capital improvement program activities. Coordinated annual audit and prepared corresponding schedules and reports. Managed accounts payable, general ledger, and payroll functions. Implemented changes in payroll based on changes in labor and tax laws and changes in the agreements with the City’s bargaining units. Show less

Accounting Manager

• Feb 1994 - Mar 2002

Created and implemented new fixed asset accounting procedures. I analyzed and evaluated system policies, procedures and issues which lead to me creating a Financial Policies and Internal Controls manual for the County. Prepared the County’s annual financial statements in-house and coordinated annual audit. Responsible for all accounting procedures, annual budget and internal controls. Researched and implemented a new financial information and payroll system for the County and provided training to other departments. I led the project of conducting studies of various departments to resolve key issues and problems for a new financial system design, modification, and implementation. I provided financial insight and guidance to departments on developing their budgets as well as finding and obtaining funding opportunities such as grants. Show less