Director of Finance

• Jan 2022 - Present

Assistant Chief Financial Officer - Program & Policy

• Aug 2019 - Jan 2022

 Supervise, provide direction and coaching to multifunctional teams with 9 direct reports and 10 indirect reports  Develop biennial Department-wide budget of approximately $5 billion biennial budget, utilizing federal, general, and other funding sources  Testify on the proposed budget during legislative committee hearings, and prepare necessary financial information and fiscal notes requested  Prepare requested financial information, as needed, by the Program Managers, Office of Management and Budget, Legislative Council, and other agencies or Department team members  Prepare, monitor, and analyze projections and other financial management reports utilizing PeopleSoft Cognos; Oracle Projection Software; and Microsoft Excel spreadsheets, include formulas and PivotTables  Analyze pending federal legislation and assist program team members to determine the fiscal impact  Provide guidance, oversight, and analysis of audit issues for the Department agency audit, Single audit, Comprehensive Financial Reporting Audit, and other federal audits, which includes providing input on corrective action plans, responding to formal recommendations, and follow up on implementation of audit recommendations  Provides guidance and oversight of the Departments sub-recipient monitoring for grants awarded by the Department utilizing 2 CFR 200  Provide guidance and oversight on daily accounting functions, including daily deposit, journal entries, p-card administration, accounts payable, and accounts receivable  Provide oversight and guidance of the Departments 900 contracts ensuing proper classification, procurement, and reporting requirements are followed  Provide oversight of procurement goods and services are procured in accordance with state law policies  Ensure compliance with NDCC, NDAC, ND OMB Fiscal policy, Federal OMB circulars, GAS, and GAAP  Create, implement, and review internal policies and procedures

Director of Accounting, Licensing, & Central Indexing

• Jun 2018 - Aug 2019

• Oversee Accounting, Licensing, and Central Indexing units, including direct supervision of four staff members • Develop biennial office wide budget, including salaries and fringe benefits, operations, and special projects utilizing general, federal, and special funding and submit through IBARS • Research North Dakota Century Code (NDCC) to make recommended changes during legislative session • Prepare and provide testimony during Legislative session on budget bills and other agency bills • Prepare requested reports for various state agencies, such as Office of Management and Budget (OMB), Office of the State Auditor, and Legislative Council • Ensure compliance with North Dakota OMB Fiscal policy, Federal OMB circulars, Government Accounting Standards, and Generally Accepted Accounting Principles • Prepare, monitor, and analyze monthly cash flow projections and other financial management reports, utilizing PeopleSoft Cognos, Microsoft Excel spreadsheets, and formulas • Recommend budget requests and prepare documents to the State Emergency Commission • Determine appropriate allocations including project costs and staff cost among various fund sources, departments ID, and class codes • Approver of all accounting aspects for the office, including daily deposit, accounts payable, releasing payments, accounts receivable, and journal vouchers through PeopleSoft Financials • Prepare annual federal reports required by the OMB and the U.S. Election Assistance Commission • Lead Agency biennial financial audit by the Office of the State Auditor • Prepare all Comprehensive Annual Financial Reports (CAFR) for the Agency utilizing Microsoft Excel spreadsheets, formulas, and pivot tables • Core project lead in development of business, licensing, and accounting software, called FirstStop • P-Card administrator and lead procurement officer for the Agency • Meet with and present to stakeholders regarding Licensing and Central Indexing System

Facility Rates Administrator

• Sep 2010 - Jun 2018

•Develop and Monitor Developmental Disabilities (DD) approximately $600 million biennial budget, utilizing Federal, General, and Other funding sources •Assist in testifying on budget during legislative committee hearings •Advise and strategize with DHS Executive Director, CFO, Medicaid Director, and DD Director on biennial budget and special projects •Monitor State legislation applicable to rate setting for DD •Set and adjust maximum budgets and rates for approved services of North Dakota DD Provider Agencies •Prepare difficulty of care funding analysis •Work with Fiscal Admistration Division to determine cash flow projections •Manage North Dakota DD Provider Agencies audit process for cost settlement of final rates •Lead subject matter expert and supervisor for DD Provider Agency audits •Review and issue preliminary and final audit reports determining cost settlement •Review provider agency non-concurrences with preliminary audit and make final decision •Assist in appeal process for final audit, which may include Administrative Law Judge hearing, district court, and supreme court review •Develop, interpret, and maintain North Dakota Administrative Code, User Manuals, Policies, and Procedures for rate reimbursement •Assisted in developing a new payment methodology for DD services •Lead numerous work groups, such as system budget impact analysis, system outlier development, assessment funding development, etc. •Prepare requested analyses •Provided statewide training to DD Provider Agencies, Regional Human Services Staff and other stakeholders •Addressed constituent concerns •Provide technical assistance to other Department Staff, Staff for other State Agencies, DD Provider Agencies, and potential provider agencies •Division lead on developing, implementing, and maintaining Medicaid Management Information System (MMIS) •Assist in maintaining Medicaid State Plan and 1915(c) Waiver Programs approved by the Centers for Medicare & Medicaid Services (CMS)

Accountant

• Jul 2007 - Sep 2010

• Prepare monthly financial statements for Capital Credit Union and Farmers Union Insurance Agency • Assist Internal and External Auditors in review of Credit Union Payroll and Financial Information • Post and balance daily general ledger information • Resolve member issues including ACH items, wire information, and account data • Prepare quarterly reports, including NCUA 5300 Call Report, FUTA, SUTA, and Form 941 reports • Prepare year end reports, such as W-2, W-3, Workforce safety, Form 940 reports, and IRS 990 • Assist in annual budgeting process • Perform semi-monthly payroll for 100+ employees • Collect timesheets from employees to calculate annual and sick leave • Create 401(k) form to ensure all employees’ contributions calculations are accurate • Schedule FLEX hours within accounting department • Analyze products and services to determine financial performance and effectiveness • Maintains investment portfolio spreadsheet • Prepare branch accounting report and building cost report • Assisted in developing, implementation, and maintaining a new company wide operating system • Nominated Rookie of the Year within entire Credit Union for 2007 work performance • Research & Development Committee for Capital Credit Union • Public Relations Team for Capital Credit Union