Experience

Town of Belmont

• Belmont, Massachusetts, United States

• Assistant Town Administrator/Finance Director

  • May 2022 - Present

  New position created to formalize a municipal Finance Team of the Accountant, Assessor and Treasurer. Working to establish a new budget process that is revenue-focused, and promotes engagement of key policy and decision makers earlier in budget development. Supporting efforts of Finance Team to streamline municipal operations where possible to free-up staff time for other activities. New position created to formalize a municipal Finance Team of the Accountant, Assessor and Treasurer. Working to establish a new budget process that is revenue-focused, and promotes engagement of key policy and decision makers earlier in budget development. Supporting efforts of Finance Team to streamline municipal operations where possible to free-up staff time for other activities.



Town of Lexington

• Budget Officer

  • Aug 2016 - May 2022

  Responsible for collaborating with municipal departments to develop their budgets, produce budget documents, track year-to-date spending and flag areas for review and follow-up. Rebuilt and enhanced entire budget process using cloud-based tool that increased productivity exponentially. Provided in-depth analysis for improving operations overall and for particular departments. Updated dozens of fiscal indicators across the enterprise to demonstrate fiscal conditions. Produced payroll projections incorporating numerous municipal contracts, and update detailed indirect cost analysis. Show less



Lexington Public Schools

• Lexington, Massachusetts, United States

• Interim Assistant Director of Finance

  • Jun 2015 - Jul 2016

  Managed team focused on all financial aspects of high-achieving district of 6,700 students and 1,300 employees in 9 schools, including payroll and accounts payable. Documented long-standing procedures to solidify training and ensure compliance. Supported efforts to implement electronic processing for both timesheets and purchase orders. Managed team focused on all financial aspects of high-achieving district of 6,700 students and 1,300 employees in 9 schools, including payroll and accounts payable. Documented long-standing procedures to solidify training and ensure compliance. Supported efforts to implement electronic processing for both timesheets and purchase orders.



Commonwealth of Massachusetts

• United States
• Government Administration
• 700 & Above Employee

• Director of Purchase of Service Administration

  • Jan 2013 - Jan 2015

  Led unit charged with overseeing $2.3 billion in human service spending for secretariat. Primary focus on establishing prices for services, as required by Chapter 257 of 2008. Involved extensive meetings with agencies; detailed analysis of fiscal data; outreach to advocates, providers and other stakeholders; and development of final rate recommendations. Also engaged in enhancing billing and payment system, and overseeing the Human Service Transportation Office.

• EHS Results Director

  • Mar 2012 - Jan 2013

  Redesigned and revamped performance management system for state’s largest secretariat. Coordinated with Under-Secretaries and Commissioners to identify measures to track progress in meeting their strategic goals, and aligned work of 16 agencies to update data.

• Reporting Manager, MA Recovery Office

  • Aug 2009 - Mar 2012

  Designed and implemented structure for submitting quarterly reports to the federal government under the American Recovery and Reinvestment Act (ARRA). Primary liaison with more than 30 state agencies, and federal counterparts. Applied lessons learned in ARRA to role as business lead for the Massachusetts Open Checkbook project.

• Operations Director, Exec. Office of Admin. and Finance

  • Apr 2001 - Aug 2009

  Provided specialized analytical support to Senior Staff, particularly related to enhancing computer support systems and providing historical spending and personnel data and analysis. Reported directly to the state Budget Director, oversaw members of the Accounting and Operations Units, and primary liaison with the State Comptroller’s office.

• Fiscal Policy Supervisor, Exec. Office of Admin. and Finance

  • Jul 1999 - Mar 2001

  Supported work of four budget analysts overseeing operating and capital budgets for the judiciary, and administrative and public safety agencies. Served on Senior Staff and coordinated policy discussions with Governor’s office for assigned topic areas.

• Fiscal Policy Analyst

  • Aug 1998 - Jul 1999

  Evaluated operating and capital budgets for state transportation agencies.

• Research Analyst

  • May 1995 - Jul 1998