Experience

Colorado Water Resources & Power Development Authority

• United States
• Financial Services
• 1 - 100 Employee

• Assistant Controller

  • Aug 2023 - Present

  Greater Denver Area Assist with accounting for Colorado’s Drinking Water Revolving Fund and Clean Water Revolving Fund programs. Assist with loan servicing for direct and leveraged loans. Manage debt service payments. Train and mentor two accountants. Prepare the Management Discussion & Analysis portion of the audited financial statements.

• Senior Accountant II

  • Jan 1999 - Aug 2023

  Greater Denver Area Prepare monthly financial statement for the State of Colorado's Water Pollution Control Revolving Fund. Assist the controller with ad-hoc requests and research. Answer questions and prepare schedules for the annual financial statement audit. Review monthly financial statement for the State of Colorado's Drinking Water Revolving Fund, Small Water Resources Program, and Water Revenue Bonds Program. Assist with the creation and implementation of department policies. Prepare and file reports… Show more Prepare monthly financial statement for the State of Colorado's Water Pollution Control Revolving Fund. Assist the controller with ad-hoc requests and research. Answer questions and prepare schedules for the annual financial statement audit. Review monthly financial statement for the State of Colorado's Drinking Water Revolving Fund, Small Water Resources Program, and Water Revenue Bonds Program. Assist with the creation and implementation of department policies. Prepare and file reports required by the EPA. Assist with reviewing the Management Discussion and Analysis portion of the Authority's annual report. Review escrow agreements, bond resolutions, and correspondence for guidance regarding complex transactions. Prepare backup schedules for Preliminary Official Statements. Review loan servicing letters for over 70 borrowers. Analyze and verify debt service payments for bond issues. Coordinate the collection of data for Colorado's portion of the annual update to EPA's National Information Management System.



SAIC

• Defense and Space Manufacturing
• 1 - 100 Employee

• Junior Financial Analyst

  • Jul 1998 - Nov 1998

  Las Vegas, Nevada Area Supported operations controller in the completion of daily assignments. Maintained complex spreadsheets and charts. Interpreted company policies and procedures. Audited expense reports. Prepared cost adjustments and researched cost issues. Worked as a member of a team to meet critical deadlines. Performed sales analysis. Helped maintain the general ledger accounts. Assisted with the processing of time cards for 400 employees.



US Home Mortgage

• Financial Services
• 1 - 100 Employee

• Loan Analyst

  • Jul 1995 - Oct 1996

  Las Vegas, Nevada Area Processed, closed and funded home mortgage loans. Assisted with the training of new loan analysts. Maintained branch accounting records. Coordinated with title companies, underwriters, appraisers, customers and sales agents to ensure successful VA, FHA, and conventional home loan closings. Answered customer questions and concerns regarding the loan approval process. Verified HUD settlement statements.