Politically astute local government leader with twenty years of administrative and operational experience in various-sized cities with demonstrated skills in interpersonal communications, collaboration, decision-making, coaching/mentoring, finance/budget, planning and development
Overview
22
22
years of professional experience
1
1
Certificate
Work History
Chief Financial Officer
City Of Pearland
04.2021 - Current
Oversaw budget, treasury, payroll, accounts payable and receivable, and utility billing.
Tracked cash flow and financial planning to analyze City's financial strengths and weaknesses and propose strategic directions.
Implemented cost reduction initiatives and process improvements to optimize efficiency and productivity.
Worked closely with audit team to hedge against or mitigate operational risks.
Managed and led direct reports to handle controllership, treasury and public finance functions
Developed and oversaw yearly budgets and capital improvement plans to determine best mix of debt, equity and internal financing.
Reduced call queue times from 9 minutes to less than 5 minutes over course of 12 months.
Assistant Director of Finance
City Of Suffolk
09.2016 - 03.2021
Operations and management of 14 employees with departmental budget of $1.6 million
Oversight of payroll (~1,350 EE) and accounts payable divisions, as well as all accountants over all city funds (operating, enterprise, fiduciary and special revenue)
Departmental oversight for payroll software implementation including coordination with Human Resources, Information Technology, vendor and City-hired implementation contractor
Implemented numerous process improvements desired by management to include: overhaul and restructure of monthly staff meetings, increased accountability by clarifying deadlines and assignments, development of process maps for individual processes, roll out of systematic improvements to employee evaluation process, and creation and implementation of hiring matrices for all departmental positions
Serve as member of grants policy re-write team
Responsible for coordination, implementation and drafting of City’s 2016, 2017, 2018 and 2019 Comprehensive Annual Financial Reports (CAFRs)
Drafted and finalized annual Citizen Centric Reports (2016, 2017, 2018)
Successfully granted the GFOA Award for Excellence in Financial Reporting for compilation of the City’s 2016, 2017 & 2018 CAFR
Adjunct Professor
Arizona State University
01.2019 - 05.2020
Graded quizzes, tests, homework, and projects to provide students with timely academic progress information and feedback
Encouraged class discussions by building discussions into lessons, actively soliciting input, asking open-ended questions and using techniques to track student participation
Built relationships with students, mentoring on personal, professional and academic goals while providing coaching on effective study habits
Taught Into to Public Administration courses, providing instruction to up to 40 undergraduate students
Designed and delivered class instruction to meet course competencies
Interim Director of Administrative Services
City Of Terrell Hills Bexar County Texas
01.2015 - 08.2016
Responsible for all financial transactions of City, to include investments, accounts payable and payroll.
Created City’s first Equipment Replacement Fund (and drafted accompanying policy) for capital equipment purchases
Coordination with independent third-party auditing firm for annual audits
Awarded City’s first-ever Certificate of Achievement for Excellence in Financial Reporting (2015) by Government Finance Officers Association
Overhauled workflow and permitting process for Public Works/Planning, to include selection and implementation of software to assist with program evaluation, staff demonstrations, product selection, purchase and implementation (MyGov)
Formalized purchasing policy to ensure compliance with State purchasing law and developed staff training for implementation
Reviewed and revised financial and investment policies, as well as human resources policies and employee manuals
Management and oversight of bank reconciliations, payment posting, journal entries, and preparation/ presentation City’s budget document
Orchestrated town hall forums in conjunction with City Engineer and City Manager to discuss infrastructure needs, future planning, and outline strategic goals for City’s Capital Improvements Plan
Research Associate
University of Notre Dame
10.2014 - 02.2015
Gathered, arranged, and corrected research data to create representative graphs and charts highlighting results for presentations
Distilled large amounts of information and produced reports, spreadsheets and documents outlining key details
Validated incoming data to check information accuracy and integrity while independently locating and correcting concerns
Gathered and organized information for research purposes
City Administrator
City Of Balcones Heights
11.2010 - 10.2014
Oversaw over 56 personnel working in multiple areas
Created annual budget and submitted it to City Council for review and approval
Appointed and managed department heads to maintain smooth operations between different functional areas
Pursued learning opportunities and maintained current understanding of trends and technological advances in municipal management
Conducted studies to assess feasibility of renewal, development and other community plans
Evaluated development plans against city regulations and available data
Prepared plans for land use, area development and urban revitalization
Researched issues, wrote reports and presented findings to City Council
Fostered climate of collaboration between general public, city manager and members of city council
Maintained department productivity and standards through proactive management of teams and policies
Monitored and supported bidding and proposal process
Kept municipal operations in compliance with city ordinances, state requirements and federal laws
Represented city and interests with community organizations, government agencies and general public
Worked alongside stakeholders to evaluate projects and determine feasibility of implementation
Assisted in recruiting, hiring and training of team members
Tracked employee attendance and punctuality, addressing repeat problems quickly to prevent long-term habits
Observed each employee's individual strengths and initiated mentoring program to improve areas of weakness
Recruited, hired, and trained initial personnel, working to establish key internal functions and outline scope of positions for new organization
Negotiated price and service with customers and vendors to decrease expenses
Reduced budgetary expenditures by effectively negotiating contracts for more advantageous terms
Adjunct Professor
UTSA
01.2014 - 05.2014
Taught Public Finance to 35 students in classroom setting
Created lesson plans, course materials and homework assignments covering established coursework and textbook information
Graded quizzes, tests, homework, and projects to provide students with timely academic progress information and feedback
Encouraged class discussions by building discussions into lessons, actively soliciting input, asking open-ended questions and using techniques to track student participation
Developed and implemented Public Finance curriculum for improved learning and student performance
Designed and delivered class instruction to meet course competencies
City Manager
City Of Olmos Park
03.2007 - 11.2010
Operations and management of 36 employees with $2.6 million budget, including program planning, presentation and explanation of budget document, and administration
Served as project coordinator for construction of new City Hall, Fire Station and Public Works facilities ($4M)
Responsible for fair and equitable human resource functions, including hiring, evaluation, counseling/discipline, and training and professional development of staff
Acted as ex-officio member of numerous Boards, Commissions, and committees including planning and zoning, building design, board of adjustment, investment committee, communications committee and business association meetings
Worked with Mayor, Council and other community leaders to bring forward successful proposal for Economic Development Corporation for vote (4B Corporation)
Administered City’s Request for Proposal process, including pre-RFP meetings, review of consultants’ proposals, and development of recommendations for award
Skilled in inter-agency cooperation, including coordination of programs and projects with other cities, utility companies, and relationships with private sector/vendors
Created annual budget and submitted it to city council for review and approval
Appointed and managed department heads to maintain smooth operations between different functional areas
Researched issues, wrote reports and presented findings to City Council
Fostered climate of collaboration between general public, city manager and members of City Council
Maintained department productivity and standards through proactive management of teams and policies
Kept municipal operations in compliance with city ordinances, state requirements and federal laws
Monitored and supported bidding and proposal process
Represented city and interests with community organizations, government agencies and general public
Worked alongside stakeholders to evaluate projects and determine feasibility of implementation
Assisted in recruiting, hiring and training of team members
Observed each employee's individual strengths and initiated mentoring program to improve areas of weakness
Negotiated price and service with customers and vendors to decrease expenses
Fostered climate of collaboration between general public, city staff and members of City Council
Assistant to the City Manager
City of Hurst
12.2006 - 02.2007
Instrumental in development of $11.7 million general obligation bond package
Functioned as staff liaison to Park Board, Library Board and Senior Services Board
Served on citywide committees addressing everything from community service and outreach to customer service training, employee development, and risk assessment
Assisted with landscape design review and median upgrades in accordance with City’s citywide beautification program
Helped develop City’s Art in Public Places initiative with Deputy City Manager and Library Board, including developing RFQs, interviewing artists, ranking projects, and coordinating installation of completed pieces
Contributed to and participated in special events to include annual holiday tree lighting, 4th of July celebration, senior banquet and others
Oversaw City’s Youth in Government and Volunteers in Action (VIA) programs
Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests
Completed forms, reports, logs and records to quickly handle all documentation for human resources
Created and maintained detailed administrative processes and procedures to drive efficiency and accuracy
Continually sought methods for improving daily operations, communications with clients, recordkeeping and data entry for increased efficiency
Interacted with vendors, contractors and professional services personnel to receive orders, direct activities, and communicate instructions
Assisted coworkers and staff members with special tasks on daily basis
Volunteered to help with special projects of varying degrees of complexity
Identified and recommended changes to existing processes to improve accuracy, efficiency, and quality service
Supported company leaders by managing budgets, scheduling appointments and organizing itinerary
Facilitated timely delivery of special projects to meet organizational and departmental objectives
Performed research to collect and record industry data
Transcribed and organized information to assist in preparing speeches and presentations
Senior Management Assistant
City Of Hurst
11.2001 - 12.2006
Created and updated records and files to maintain document compliance
Prepared and distributed team-based communications to foster collaboration and enhance team morale
Conducted research to assist with routine tasks and special projects
Worked with senior management to initiate new projects and assist in various processes
Coordinated events and worked on ad hoc projects
Streamlined operations and prioritized tasks, allowing senior staff to increase productivity
Volunteered to help with special projects of varying degrees of complexity
Wrote reports, executive summaries and newsletters
Administrative Analyst
City of Lewisville
11.2001 - 10.2003
Responsible for monitoring and tracking bills important to City legislative agenda
Compiled data and created draft presentations for public hearings on 4B sales tax initiative
Cross-trained on Teen Court program
Extensive training and use of performance measurement for effective planning and service delivery
Assisted City Management and department heads/division managers with preparation of annual budgets, including analyzing possible cuts and money-saving strategies, prioritizing program changes, and assisting other employees with budget software usage
Responsible for development of citywide budget preparation manual for financial software and its associated web-based interface
Supported departmental communication and training program development and implementation.
Demonstrated operational knowledge of Microsoft Office programs such as Excel, PowerPoint and Outlook.
Performed numerous administrative and technical support functions that enhanced Budget office effectiveness
Evaluated current processes to develop improvement plans
Compiled research data and gave professional presentations highlighting finds and recommended optimizations
Education
Master Of Public Administration -
The University of Texas At Arlington
Arlington, TX
Bachelor of Arts - Psychology
The University of Texas At San Antonio
San Antonio, TX
Skills
Employee Coaching and Mentoring
Project Management
Customer Service Process Improvement
Contract Management
Continuous Improvement Process
Collaborate Cross-Functionally
Stakeholder Engagement
Regulatory Compliance
Strategic Planning
Budgetary Controls
Financial Management
Internal Control Management
Financial Forecasting
Human Resources Knowledge
Strategic and Financial Planning
Risk Mitigation
Payroll Processing
Fiscal Management
Accounts Payable and Accounts Receivable
GAAP Principles
Excellent Team Leadership
Budget Planning and Reporting
Grants Management
Policy Changes
Audit Process Management
Affiliations
International City/County Management Assoc. (ICMA) Texas City Management Assoc. (TCMA) Government Finance Officers Association (GFOA) Government Finance Officers Assoc. of Texas (GFOAT)