Experience

City of Waukegan

• Government Administration
• 100 - 200 Employee

• Finance Manager

  • Apr 2023 - Present

• Senior Accountant

  • Jun 2022 - May 2023

  - General customer support function includes a heavy amount of direct communication with customers on a daily basis - Revenue manager functions include the supervision and mentoring of a staff of 4-7 clerical technicians and two staff accountants. The oversight of day-to-day water utility billing, business licensing, and collection activities. Develop and maintain accounting control over revenue collection and focus on data accuracy. Be well versed in a complex utility billing software system. - Ensures citywide compliance with City’s Purchasing Policy and expenditures of goods and services are made within budgetary constraints.- Completes annual tax and state required filings and reports - Prepares the monthly Finance Committee agenda and packet, attends meetings and public hearings as needed, maintains meeting minutes and records.- Works with other departments to continuously to identify opportunities for workflow process improvements.- Acts as computer liaison for finance hardware and software between Finance Department, IT and vendors. Show less

• Staff Accountant

  • Jul 2021 - Jun 2022

  - Serve as City liaison to vendors, contractors, and purchasing co-ops to ensure up-to-date knowledge regarding products, quality and variety of materials, supplies, equipment and price trends. -Review all purchase requisitions for sufficient budget allocation, correct expense coding, and compliance with City Ordinances and State Statue. Ensure proper matching of vendor invoices to open purchase orders. Ensure timely and accurate processing of vendor payments.- Directly procure materials, supplies, equipment, and contract services with a total annual value of $25,000 or less according to established policies and statutes on behalf of City departments.- When necessary, manage the RFP/RFQ/bids process for those services or commodities in excess of $25,000 per year. This will include preparing notifications as required; disperse bid documents and documents to respondent vendors; scheduling pre-bid meetings / bid openings in conjunction with the City Clerk’s Office; handle tabulation, evaluation, and recommendation of bid awards.- Monitor and report on vendor contracts set for expiration / renewal. Review vendor change orders to ensure that they adhere to the terms and conditions of the contract.- Assess City historical purchasing patterns and contracts so analysis can be made to optimize opportunities for improved sources, distribution of business, prices, and terms relative to changing economic conditions.- Coordinate with the City Clerk’s office to develop and maintain a vendor contract computerized database either utilizing the existing ERP system, the City’s webhost system, or creating a database via MS Access, and in accordance with the City's file retention policy.- Make recommendations to update the City’s Purchasing Ordinance to incorporate stronger provisions regarding ethics, including aspects of the Code of Ethics issued by the Government Finance Officers Association and the National Institute of Governmental Purchasing. Show less

• Finance Department Office Supervisor

  • Mar 2019 - Jul 2021

  Finance Department Office Supervisor’s specific tasks and duties are listed below.a) Monitors calendar of the Finance Director, as well as the use of Finance Department conference rooms, scheduling meetings as needed including equipment use and back-up materials. b) Oversight of the Finance Department’s filing system, storage of documents, and annual document purge process of aged records in compliance with State of Illinois document destruction rules and regulations.c) Prepares the monthly Finance Committee agenda and packet, attends meetings and public hearings as needed, maintains meeting minutes and records.d) Oversight of Finance Department supplies, and responsible for the organization and cleanliness of conference rooms, kitchen areas, and shared spaces within the Finance Department.e) Verification of the daily balancing of cash receipt transactions.f) Ordering, receiving, and maintaining office supplies stock levels.g) Handle customer requests and inquiries across collection lines in the Finance Department.h) Runs daily, weekly, quarterly processes and reports and maintains data management systems.i) On an ad hoc basis, will reconcile subsidiary systems or transactions to the main accounting software system, identify discrepancies and make recommendations for correction.j) Other duties as assigned. 1) Acting Payroll Staff Accountant - (Sept 2020 - Jan 2021) 2) ERP system upgrade project manager - (Sept 2020 - January 2022) 3) Acting Purchasing Staff Accountant - (Jan 2021 - July 2021) Show less

• Finance Clerical Technician

  • Dec 2017 - Mar 2019



SMC Pampanga Express

• Waukegan

• Assistant Restaurant Manager

  • Jun 2008 - Present

  Analyzes consumer behavior to gage what foods and services the restaurant can offer to ensure the customer is satisfied and will become a frequent buyer. Constructs and maintains an e-marketing campaign using an Intuit website and social media outlets (Facebook) Review financial reports to determine the financial position, performance and changes in financial position of the business to make sound economic decisions and forecast Execute cash control/security procedures, maintains inventory, and manages labor Generate and revise advertisements for local newspapers, signage for indoor/outdoor display, and menus for handouts Show less



H&R Block

• United States
• Retail
• 700 & Above Employee

• Tax Specialist

  • Dec 2014 - Dec 2017

  Review financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns Compute taxes owed or overpaid by clients, using BlockWorks and TPS programs and complete entries on forms, following tax form instructions and tax tables. Advise clients in tax planning for future years as well as aid and complete amendments (Form 1040X) for past occurrences Counsel clients who have received Internal Revenue Service notices and help them to complete the actions required by the IRS Reconciliation of the cash drawer from the performed tax services provided to client Show less



DePaul University

• United States
• Higher Education
• 700 & Above Employee

• Resident Advisor

  • Aug 2005 - Jun 2008

  Resident assistants are responsible for the following key areas: Community development—RAs create programs and activities designed to meet the needs of residents on the floor. As a community developer, RAs also host floor or building meetings, as well as have meaningful interactions with community residents and encourage community involvement. Resource and education—As a peer helper, RAs connect residents to other campus opportunities to promote a positive Depaulian experience. RAs also serve as a referral agent to other campus resources such as the counseling center, Academic support center, etc. Policy enforcement/safety—RAs are attentive to resident safety and hall security, as well as ensure residents follow University and housing policies to maintain a respectful environment. RAs educate residents on their actions and decisions while informing them about how their actions impact an entire community. Emergency response—RAs provide the primary response to emergencies within their hall. While each RA will have designated duty nights, staff are expected to assist whenever they are in the building. Administrative tasks—RAs are required to complete weekly reports and other department paperwork, administer surveys and assist with check-ins and check-outs of residents. Show less