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Skills

  • Liquidity management
  • Federal and state regulation compliance
  • Vendor relationship management
  • ERP System Implementation (ServiceNow)
  • Financial audit preparation
  • Audit coordination
  • IFRS proficiency
  • Revenue trend analysis
  • Budget development
  • Investment strategy development

Work Experiences

  • Created a new payroll system that saved the accounting department over 15 hours per 18 months.
  • Awarded in 2024.
  • Advocated for fiscal responsibility.
  • Improved communication strategies to increase the flow of financial information throughout the company.
  • Approved major treasury transactions.
  • Collaborated with city council members to develop and approve the annual budget, resulting in a balanced budget for five consecutive fiscal years.
  • Covered a one year period.
  • Created and maintained monthly reports on cash flow and investment performance, ensuring full transparency for standard over a two years period.
  • Prepared various financial documents, such as balance sheets, cash flow reports, and income statements, using Tableau and HubSpot.
  • Achieved full compliance during 2020's audits.

Summaries

  • City Treasurer is a meticulous City Treasurer with 5 years of experience working for non-profits.
  • Advanced knowledge of ServiceNow.
  • Proven leader with a track record of building high-performing, capable accounting teams.
  • Looking forward to bringing talent and leadership to an organization with room for expansion.
  • City Treasurer is excited to bring 18 years of experience to a growing organization.
  • When managing all accounting functions, skilled at identifying opportunities to improve financial growth, risk management, and internal controls.
  • Working with executive leaders to develop business, financial, and growth strategies has proven to be successful.
  • City Treasurer expert with 3 years of experience working with Northwind businesses.
  • Strengths in vendor management and quality assurance backed up by Accounting and Finance training.
  • Exceptionally gifted at developing strong internal controls, guidelines, and procedures to support accounting functions like budgeting.

Accomplishments

  • Led the preparation of the city’s annual financial report, ensuring it was completed and submitted 9% ahead of deadlines.
  • Improved stakeholder engagement through detailed presentations and quarterly meetings, resulting in 53% higher satisfaction rates among city council members.
  • Increased transparency in municipal finances by publishing monthly financial reports, communicated efficiently with procedure and reduced inquiries by 17% within 6 months.
  • 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 a cross-functional task force to identify inefficiencies within the city's treasury management systems, resulting in cost savings of $3 annually.
  • Performed in-depth analysis of the city's debt capacity, providing recommendations that helped reduce debt service costs by $5.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Reduced taxpayer burden by negotiating improved terms on city-held pension fund investments, yielding an additional $13 in returns over several months.
  • Developed a risk management framework that reduced the city’s exposure to financial market volatility by 59%.
  • Led efforts to refinance city debt, which reduced annual interest costs by $3 and saved taxpayers 31% over the life of the bonds.

Affiliations

  • State and Local Government Finance Association (SLGFA)
  • Government Finance Officers Association (GFOA)
  • American Medical Informatics Association
  • Certified Treasury Professional (CTP) through the Association for Financial Professionals (AFP)
  • International Municipal Lawyers Association (IMLA)
  • American Marketing Association
  • Public Funds Investment Conference Attendee/Presenter
  • National League of Cities - Finance, Administration and Intergovernmental Relations (FAIR) Committee
  • Jaycees
  • Council of Development Finance Agencies (CDFA)

Certifications

  • Municipal Clerk Certification - International Institute of Municipal Clerks (IIMC)
  • Cisco Certified Network Associate (CCNA)
  • Project Management Professional (PMP)
  • Certified Budget Analyst (CBA) - American Association for Budget and Program Analysis (AABPA)
  • CompTIA Network+
  • ServSafe
  • Certificate in Public Policy Analysis - Northwind
  • Debt Management Professional Certification (DMP) - Government Finance Officers Association (GFOA)
  • Internal Controls Auditor Certification - Institute of Internal Auditors (IIA)
  • Financial Planning & Analysis (FP&A) Certification – program

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