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Skills

  • Strategic planning
  • Interest expense reduction
  • Financial planning
  • Debt refinancing
  • Investment strategy development
  • Audit coordination
  • Bookkeeping
  • Cross-functional collaboration
  • Vendor relationship management
  • Investment performance analysis

Work Experiences

  • Aligned departmental goals with fiscal responsibility.
  • Created monthly reports on cash flow.
  • Created and maintained monthly reports on cash flow and investment performance, ensuring full transparency for standard over a two years period.
  • Achieved an average annual return of 61%.
  • Covered a one year period.
  • Achieved President's Club from the Government Finance Officers Association.
  • Created a risk management protocol for managing interest rate exposure related to the city’s investment portfolio worth $12.
  • Internal controls were introduced to monitor critical areas of financial control, and metric corrective actions were devised to address risks or deficiencies.
  • Prepared financial reports and external audit documentation for framework operations with annual revenue of more than $12.
  • Adhered to disciplined financial management.

Summaries

  • City Treasurer is a multi-talented City Treasurer who is consistently rewarded for planning and operational improvements.
  • Accomplished City Treasurer with over 10 years of experience in municipal finance, specializing in cash flow management, investment strategy, and debt refinancing.
  • City Treasurer with 17 years of successful project management and stakeholder engagement experience.
  • City Treasurer with 4 years of experience leading financial management activities at method organizations who is results-driven.
  • City Treasurer with over 11 years of experience in the Accounting and Finance industry.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the initiative business.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Expenses were cut, financial operations were streamlined, and reporting functions were improved.
  • City Treasurer expert with 3 years of experience working with Northwind businesses.
  • Accomplished leader in treasury process automation, achieving cost savings of 69% and freeing up resources to focus on strategic planning efforts.

Accomplishments

  • Managed financial records for public construction projects, ensuring revenues and expenditures were correctly reported and reconciled, reducing discrepancies by 82%.
  • Collaborated with team of 10 in the development of framework.
  • Performed in-depth analysis of the city's debt capacity, providing recommendations that helped reduce debt service costs by $5.
  • Collaborated with state auditors and financial compliance teams to ensure fiscal policies were followed, reducing audit findings by 26%.
  • Reduced the need for emergency borrowing by establishing contingency reserves that grew by 78% over three years.
  • Developed the city’s first comprehensive capital investment strategy, securing long-term funding for over 15 major infrastructure projects.
  • Advised city leadership on best financial practices, leading to the successful establishment of a rainy-day fund that grew by $12 in 6 months.
  • Led the preparation of the city’s annual financial report, ensuring it was completed and submitted 9% ahead of deadlines.
  • Developed a risk management framework that reduced the city’s exposure to financial market volatility by 59%.
  • Managed the purchasing and disposal of city-owned assets in compliance with local government regulations, achieving 78% higher returns on auctioned assets.

Affiliations

  • National Bond Market Association
  • International City/County Management Association (ICMA)
  • American Society of Safety Professionals
  • National Public Finance Guarantee Corporation
  • Association of Information Technology Professionals
  • National Association of Securities Dealers (NASD)
  • Municipal Finance Officers Association (MFOA)
  • Toastmasters
  • Jaycees
  • Infrastructure Finance Conference by the Bond Buyer

Certifications

  • Certificate in Public Policy Analysis - Northwind
  • Certified Financial Services Auditor (CFSA) - Institute of Internal Auditors (IIA)
  • Certified Public Accountant
  • Fundamentals of Pension Fund Management - Government Finance Officers Association (GFOA)
  • Internal Controls Auditor Certification - Institute of Internal Auditors (IIA)
  • Municipal Clerk Certification - International Institute of Municipal Clerks (IIMC)
  • Certified Government Financial Manager (CGFM) - Association of Government Accountants (AGA)
  • Apple Certified Associate (ACA)
  • Certified Payroll Professional (CPP) – American Payroll Association
  • Investment Management Certification - Chartered Institute of Public Finance and Accountancy (CIPFA)

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