Experience

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  Village of Schaumburg

  • Schaumburg, Illinois, United States

  • Financial Services Manager

    • Aug 2021 - Present
    • Schaumburg, Illinois, United States

    In this position I supervise the Revenue Management and Procurement divisions. This position is responsible for providing effective and controlled cash collection and billing processes and comprehensive purchasing procedures, including a centralized competitive bidding process. In addition I help administer the collection, enforcement, and audit of compliance for locally imposed taxes. Oversee village licensing and compliance regulations, cash collection processes, and monthly billing for water service. Manage centralized bid and RFP program for competitive purchasing needs; use ProcureNow to research, create requests for proposals or qualifications, identify qualified suppliers, conduct proposal evaluations, make contract awards and manage contract performance. I evaluate and approve all bid documents for compliance; obtain legal assistance when necessary. Responsible for oversight, optimization, and management of the procurement process including the approval of requisitions, purchase orders, and generation of bills list. Review transactions to prevent budget overages and unauthorized purchases. Ensure the Village’s customer service policies, objectives, and initiatives are met. Develop service standards focused on service levels and issue resolution. Responsible for handling customer complaints and requests that are escalated. Identify process improvements and provide recommendations for implementation. Keep abreast of modern best practices to determine feasibility within Village procedures and assist with implementing accounting control procedures. Analyze and forecast revenue and expenditure data for variance and future trends.Evaluate performance of the Customer Support Supervisor and Purchasing Supervisor. I also provide input on the performance evaluations for Customer Service, Water Billing, and Purchasing Clerks. Coordinate the annual update of the Fee Schedule and review policies related to revenue collection and purchasing procedures.

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  City of Waukegan

  • Government Administration
  • 100 - 200 Employee

  • Senior Accountant

    • Oct 2017 - Jul 2021

    The City of Waukegan has approximately 90,000 residents across 29,400 households with a labor force of approximately 50,000. The overall City budget consists of $185 million in revenues with an employee base of 400+ employees.In 2017 the Collector's Office was absorbed by the Finance Department. I was promoted to Senior Accountant. In this role, I oversee the licensing and water divisions in addition to serving as project lead and manager for projects within the division and serve as a liaison to other departments for said projects. I also serve in a Business Analyst sort of role between our IT Department and our ERP vendor to facilitate improvements in our ERP system to create efficiencies in our daily operations, policies, and internal procedures. Last but not least, I served in a supportive role to the Finance Director as backup to City Council meetings, Department Head meetings, as secondary contact in the Finance Director's absence.

  • Staff Accountant

    • May 2016 - Sep 2017

    My responsibilities elevated beyond Office Supervisor capacity to include the implementation of office improvements and participation in projects. In this role, I was involved in an ERP upgrade for the Collector's Office, the transition of 20 plus year old water meters to current industry standard water meters across our residential, commercial, and industrial accounts. In this role we began to modernize office processes moving away from paper applications to electronic applications and fillable forms using Adobe and Microsoft Office Suite products. Additional responsibilities in this role included staff development and training as well as implementation of one-on-one monthly meetings and impromptu five minute chats to maintain constant communication with team members and provide feedback to employees for performance evaluations.

  • Office Supervisor

    • May 2015 - Apr 2016

    Started in Collector's Office working in the Licensing Division before moving into the Water Division of the office. The licensing office oversees the billing and facilitation of rental and business license applications totaling in excess of 5,000 licenses annually approximately $1 million in annual revenue. In addition the licensing office works with the Police Department, Fire Department, and Building and Code Department to facilitate inspections and approvals of licenses. After several months I was transferred to the water division which oversees the billing of 21,000 water accounts. Total revenue collection managed in the water division was in excess of 10 million. In addition, the water division also processed water shut off requests, postings for delinquent accounts, and worked with the Public Works department to complete service order requests related to water billing and customer service inquiries.

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  Waukegan Main Street

  • 214 W Washington St, Waukegan, IL 60085

  • Office Administrative Assistant

    • Apr 2013 - May 2015
    • 214 W Washington St, Waukegan, IL 60085

    For over 30 years, the Main Street movement, sponsored by the National Trust for Historic Preservation, has helped cities and towns all over the country to focus on the revitalization of their downtown neighborhoods. The National Trust Main Street Center is the driving force behind the more than 2,000 programs that use the proven Main Street Approach® to rebuild and reinvent the heart of their communities.I managed all day to day office operations. Served as support staff for committees and Board of Directors. Responsible for Budgets, Financial Reports, Bookkeeping, Deposits and Withdrawals. Worked directly with Executive Director as network tech support, web developer, equipment repair and maintenance specialist as well as general consultant. I was hired to complete three major tasks that involved historical records, membership program, and bookkeeping cleanup. I completed all tasks inside my two year commitment with the organization.

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  FirstMerit Bank

  • Waukegan, IL

  • Branch Manager II

    • Feb 2010 - Oct 2011
    • Waukegan, IL

    FirstMerit Bank purchased Chicagoland First Bank Branches. I continued my employment and was responsible for a territory that stretched from the Wisconsin/Illinois border in Winthrop Harbor to Gurnee, IL. My main responsibility was to develop programs overseeing referral sources in the following departments: Mortgage, Business Banking, Commercial Lending, Brokerage and Retail. Success in these departments yielded me a branch with assets exceeding $30 million dollars, a 98th percentile satisfaction in customer service, the highest branch profitability in my area two consecutive years and back to back record breaking years in investments.

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  First Bank

  • Zion, Illinois

  • Branch Manager I

    • Jan 2006 - Feb 2010
    • Zion, Illinois

    Responsible for overseeing daily operations of retail branch, community outreach through participation in local organizations, and small business development. First Bank valued community involvement and relationship based banking. Through First Bank I became very involved in chambers of commerce. I also taught Money Smart courses at the local Workforce Development Center.

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  First Midwest Bank

  • Highland Park, IL

  • Personal Banker II

    • 2005 - 2006
    • Highland Park, IL

    I worked with the other personal banker to develop referral programs, and employee sales contests. Met periodically with Brokerage representative for up to date products and services offered to maintain high net worth customers "in the know". My morning daily routine was to make phone calls to customers as courtesy and promote company products as directed by the marketing department.

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  TCF Bank

  • Lake County, IL

  • Branch Manager

    • 2001 - 2004
    • Lake County, IL

    Hired as Sales and Service Supervisor I was promoted to Assistant Manager and then Branch Manager. I was placed in low performing branches around Lake County to bring them up to company expectations. This was in large part due to my organizational skills and high customer service level standards. At most I was responsible for training and development, in both sales and service, up to 10 employees. During this time I trained and developed 50% of the management staff in our region. This included Supervisors, Assistant Managers and Managers.