Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Successful financial professional with an expansive background in fiscal management, collections, and payroll.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Treasurer / Tax Collector
TOWN OF TOPSFIELD
12.2019 - 07.2023
Oversee payroll and employee benefits administration
Manage State and Federal mandated reporting
Communicate with taxpayers, bank representatives, and attorneys on behalf of Town operations
Develop and monitor annual budget including anticipated revenues and expenditures Town-wide
Demonstrate excellent customer service and communication skills
Serve as a Senior Staff Member on the Town Administrator's Finance Team
Responsible for tax collection, cash management, and investment of all Town funds
Point person for financial software, MUNIS; schedule and implement all upgrades, user access and permissions, and conduct employee training
Treasurer / Tax Collector
CITY OF METHUEN
11.2016 - 12.2019
Supervise a department of 5 staff members
Maintain a tax collection rate of 98% for real estate, personal property, excise, boat, water & sewer bills
Effectively work with the City's financial advisor and bond counsel to structure borrowings and execute all existing debt payment timely
Demonstrate excellent customer service and communication skills
Coordinate with Assessors to prepare, balance, and mail bill commitments according to State mandates
Exercise initiative and judgement for timely investment of municipal funds
Institute collection proceedings relating to delinquent accounts
Communicate with financial institutions on a regular basis to ensure the safety and highest yield on City funds
Prepare, reconcile, and submit required schedules for the annual audit and filing with the Division of Local Services
Serve as the Parking Clerk and Hearings Officer.
Treasurer / Tax Collector
TOWN OF GEORGETOWN
07.2005 - 11.2016
Supervise staff and manage multiple priorities
Perform reconciliation of all cash accounts, trust funds, student activity funds, investments, and tax receivables
Perform collection of taxes and implement procedures to achieve a significant collection rate
Demonstrate excellent customer service and communication skills
Responsible for budget preparation and review of department expenditures
Exercise initiative and judgement for timely investment of municipal funds
Execute required actions relating to borrowing for municipal projects according to state and federal regulations
Advise and assist the Town Administrator, Select Board, and Finance Committee concerning the status of the financial position of the town
Assist with annual town audit
Prepare statutory schedules as required by the Department of Revenue.
Controller / Human Resources Administrator
CLIMATE DESIGN HEATING AND AIR CONDITIONING
08.2003 - 07.2005
Prepare and review financial statements in accordance with corporate directives
Supervise Accounts Receivable, Accounts Payable, and Payroll Departments
Provide Management with budget and forecast data and analyze potential opportunities for revenue generation
Calculate and analyze sales commissions
Assist employees with benefits enrollment including Medical, Dental, Life, Disability, 401k, and Stock Purchase Plan
Submit and track insurance claims for workers' compensation, automobile, property, and general liability
Responsible for all employees' hiring and orientation process.
Education
Bachelor of Science in Business Administration - Accounting
MERRIMACK COLLEGE
North Andover, MA
Skills
Staff Management
Goal Setting
Problem-solving aptitude
Excellent Communication
Time Management
Team Collaboration
Internal Controls
Financial Analysis
Written Communication
Interpersonal Communication
References
Furnished upon request
Certification
Certified MA Municipal Treasurer
Certified MA Municipal Collector
Timeline
Treasurer / Tax Collector
TOWN OF TOPSFIELD
12.2019 - 07.2023
Treasurer / Tax Collector
CITY OF METHUEN
11.2016 - 12.2019
Treasurer / Tax Collector
TOWN OF GEORGETOWN
07.2005 - 11.2016
Controller / Human Resources Administrator
CLIMATE DESIGN HEATING AND AIR CONDITIONING
08.2003 - 07.2005
Bachelor of Science in Business Administration - Accounting