Bio
Experience
-
-
Chief Financial Officer
-
Aug 2017 - Present
-
-
-
-
Controller
-
Mar 2014 - Aug 2017
-
-
-
City of Lawrence
-
Lawrence, IN
-
Controller
-
Jan 2008 - Aug 2013
-
Lawrence, IN
Responsible for ensuring the financial stability of the City of LawrenceResponsibilities include:-Establishing the city’s $28 million budget, presenting it to the City Council and the State of Indiana for approval, and executing the budget during the fiscal year-Managing the city’s cash flow and securing tax anticipation warrants when necessary-Preparing the annual report for audit by the State Board of Accounts-Controlling the accounts payable, accounts receivable, payroll and human resources for the city -Ensuring accurate financial reporting and sound internal controls are implemented for the city, in both the Controller’s office and each city department-Working with the Mayor and various department heads to ensure the city’s priorities are reflected in the operational budget and capital planning-Preparing and presenting various financial reports for submission to the City Council, State of Indiana, members of the media and the general public-Representing the Mayor at various public meetings-Supervising an office comprised of a senior accountant, payroll clerk, human resources and benefits coordinator, and an administrative assistant-Serves as the CFO for the city-owned water and wastewater utilitiesThis position is a member of the city management team and reports directly to the Mayor.
-
-
-
Marion County Auditor's Office
-
Indianapolis, Indiana Area
-
Deputy Auditor
-
Jan 2007 - Jan 2008
-
Indianapolis, Indiana Area
Responsible for controlling the operations of the county’s accounting section, settlement process, and grant management.Responsibilities include:-Controlling the accounts payable and accounts receivable for the county -Ensuring accurate financial reporting and sound internal controls are implemented for the county, in both the central accounting office and each county agency-Preparing the Comprehensive Annual Financial Report for Marion County, working closely with the City of Indianapolis Office of Finance and Management and the city-county’s external auditors -Preparing and presenting various financial reports for submission to the City-County Council, State of Indiana, elected county officials, members of the media and the general public-Representing the Marion County Auditor at various public meetings-Supervising an office comprised of one manager, five clerks, grant manager and settlement analystThis position is a member of the agency management team and reports directly to the Chief Deputy Auditor.
-
-
-
-
United States
-
Government Administration
-
700 & Above Employee
-
Budget Manager
-
May 2005 - Jan 2007
Responsible for preparing and overseeing the $1.15 billion budget for the City of Indianapolis and Marion County. Responsibilities include:- Preparing recommendations for annual spending for the City and County- Providing budgetary and financial advice and oversight to assigned departments and agencies- Preparing and presenting various financial reports related to the budget for submission to the City-County Council, State of Indiana, Mayor’s Office, elected county officials, department directors, members of the media and the general public- Representing the Office of Finance & Management at various public meetings- Serving as the chief financial officer for the City’s executive and administrative offices. This position is a member of the department management team and reports directly to the City Controller.
-
-
Financial Manager
-
Apr 2003 - May 2005
Responsible for the creation, presentation, and management of the Office of Corporation Counsel budget. Responsibilities include:-Providing financial management, reporting, and analysis of the City’s legal department-Performing contract management-Participating in creating public policies-Providing grant financial management This position is a member of the department management team, responsible for all purchasing decisions, and responsible for both accounts payable and receivable. This position reports directly to the Corporation Counsel.
-
-
Financial Analyst
-
Nov 2001 - Apr 2003
Responsible for the $80 million budget of Community Development and Financial Services, a division of the Department of Metropolitan Development. Responsibilities include:-Preparing and managing the department budget-Preparing and audit schedules -Providing reporting and analysis-Providing guidance to Grant Analysts who manage the accounting for federal grants-Working in a team environment. This position reports directly to the Chief Financial Officer of the Department of Metropolitan Development.
-
Alpha Chi Omega Fraternity, Inc.
-
Indianapolis, Indiana Area
-
Foundation Funds Manager
-
Aug 1997 - Nov 2001
-
Indianapolis, Indiana Area
Responsible for the management of 81 donor restricted funds totaling almost $4 million is assets. Responsibilities include:-Setting up new funds and building relationships with donors for whom the funds are named-Assisting with grant requests from the Fraternity-Bookkeeping, record keeping, accounting and financial reporting for the Foundation. This position reports directly to the Assistant Executive Director – Alumnae Relations.
-
-
Education
-
IUPUI - Kelley School of Business
Master's Degree, BUSINESS - Accounting -
1992 - 1997Ball State University
Bachelor's Degree, Finance
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
Need a custom project? We'll create a solution designed specifically for your project.
References
Community