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Bio

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Marcus Montgomery is a seasoned finance professional with extensive experience in budgeting, financial reporting, and accounting. He has worked in various roles, including Comptroller, Fiscal Officer, and Project Accountant, and has expertise in Microsoft Excel, Access, and QuickBooks.

Experience

  • Town of Rotterdam
    • Rotterdam, NY
    • Comptroller
      • May 2022 - Present
      • Rotterdam, NY

      Primary functions include: - Budget preparation/monitoring- Financial reporting, including, but not limited to, the year end AUD (Annual Update Document)- Manages/facilitates negotiation of union contracts- Supervises departmental employees and provides general oversight of accounts payable, acco...

    • United States
    • Machinery Manufacturing
    • 1 - 100 Employee
    • Fiscal Officer
      • Feb 2019 - Mar 2021

      Responsible for providing daily governance of the Town’s funds and ensuring monies are spent in accordance with Town policies.• Planning, operation, development and monitoring of the operating and capital budgets, grantsmanagement and financial management programs for the agency. Intercedes as necessary incomplex issues and maintains an awareness of all ongoing assignments• Oversees the supervision of Finance Clerk• Develops and revises financial and fiscal policies, plans, procedures, goals, and systems• Review both the capital and operating budget proposals and prepares recommendations

    • Clerk to the Supervisor/ERP Project Manager
      • Jan 2014 - Feb 2019

      Reporting to the Town Supervisor, responsible for monthly accounting and purchasing responsibilities.Manage the purchasing for the Town including centralizing vendor sourcing, managing contracts and consolidatingpurchasing• Daily deposits and journal entries utilizing the KVS Accounting system, ACH/Wire transfers• Reconciliations of bank statements and general ledger• Establish and foster relationships with banking vendors• Approve Requests for spending• Budget preparation and analysis• Daily and monthly tracking and reporting of budget revenue and cash flow reportingAppointed as the Project Manager/Business Analyst for the implementation of MUNIS forpurchasing, payroll, human resources and financial data• Networked with colleagues in various municipalities to identify software vendors and best practices• Led internal team to gather business requirements and workflow• Developed chart of accounts, identified and documented business processes• Managed change and training of internal staff

    • SMART Associate
      • 2009 - 2010
      • Albany, NY

      SMART is a division of PwC which provides SMART software and consulting services to healthcare providers nationwideResponsibilities included supporting client service calls, risk management research and analysis, in the processes of Opportunity Manager, Authorization for Services, Engagement Asse...

  • Moretrench
    • Yonkers, NY
    • Project Accountant
      • 2008 - 2009
      • Yonkers, NY

      Reporting to the VP Operations, responsible for $2.5m monthly billing to over 35 clients regionally for the Yonkers branch office for dewatering and excavation services - Prepared and administered monthly billing for equipment rental, progress billing of installation services, operational service...

Education

  • 2004 - 2008
    Union College
  • 2011 - 2012
    University of Arizona

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Accounting and Auditing”

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