Summary
Overview
Work History
Education
Accomplishments
Affiliations
References
Timeline
Generic

KENNETH L. LOUIE

WHITTIER,CA

Summary

OBJECTIVE: Seeking interim Finance Director position within an municipality.

Overview

36
36
years of professional experience

Work History

Int. Deputy City Manager/Finance Director

City Of South Pasadena
09.2021 - 12.2022
  • Kept municipal operations in compliance with city ordinances, state requirements and federal laws.
  • 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.
  • Brought all audits up to standard
  • Established new financial policies and procedures to ensure better internal control

Interim Director of Finance

City Of San Gabriel
01.2020 - 12.2020
  • Oversaw the Finance Department which consisted of the following divisions: Information & technology, business license, accounts payable/receivable, payroll, cash reconciliation, general policymaking, treasury functions, general accounting, annual comprehensive and compliance audits, Comprehensive Annual Financial Report, Annual Budget, State Controller's Report, Gann Limit Calculation.
  • Oversaw investments for the City in conformance with the Annual Investment Policy.
  • Secured low-interest financing for capital equipment
  • Implemented the new .75% Sales Tax generating $3 million
  • Balanced a challenging 2020-2021 Annual Budget
  • Embarked on a citywide comprehensive fee study
  • Brought all department evaluations to current status

Director of Finance/City Treasurer

City Of Lawndale
04.2005 - 12.2018
  • Oversaw the following functions : general administration and policymaking, accounting, annual compliance audits, GASB34 implementation, information systems, business licensing, payroll, accounts payable, purchasing, CAFR, State Controller's Report, Gann Limit Calculation.
  • As City Treasurer, oversaw the City investment policy, all cash activity and a portfolio of $35 million dollars.
  • Secured the City's first-ever bond financing to build a Community Center.
  • Reviewed aged contracts and agreements which generated $500,000 in uncollected City entitlements.
  • Conducted utility audits which saved the City about $50,000/year.

Director of Finance

City Of South Gate
03.2002 - 03.2005
  • Oversaw the following functions : general administration and policymaking, accounting, annual compliance audits, GASB implementation, information systems, business licensing, payroll, accounts payable, purchasing, risk management, purchasing, CAFR annual report, State Controller's Report, Gann Limit Calculation.
  • Secured multiple types of financing from Certificates of Participation, Water Revenue bonds, Redevelopment financing, etc.

Acting Director of Finance

City Of South Gate
11.2001 - 03.2002
  • See above

Accounting Manager

City Of South Gate
06.1993 - 11.2001
  • See above

Accounting Supervisor

City Of Montebello CA
06.1987 - 06.1993
  • Supervised the following sections: Accounting, Accounts Payable, Payroll, Cash Reconciliation, Grants, Revenue.
  • Oversaw year-end close including Comprehensive Annual Financial Report and all State/Local reporting.

Education

Bachelor of Science - Accounting

California State University
1986

Associate of Arts - General Education

Rio Hondo College
1984

Accomplishments

  • Built up City reserves to 150% of budget (Lawndale)
  • Implementation of a new city sales tax (Lawndale/San Gabriel)
  • Oversaw financing of City's first capital improvement plan (Lawndale)
  • Successfully issued City's first bond issue to build a community center/street improvements (Lawndale)
  • Refinanced pension obligations
  • Scrutinized city agreements which led to the reclaiming of over $500,000 of lost funds via existing contracts, rental agreements and grant funding
  • Established new policies and procedures to allow for greater internal controls (South Pasadena)

Affiliations

California Society of Municipal Officers (CSMFO), California Municipal Revenue &Tax Assoc. (CMRTA), California Municipal Treasurer's Assoc. (CMTA)

References

Mark Lazzaretto, City Manager - City of San Gabriel

425 South Mission Drive, San Gabriel, CA 91776

626.308.28705

Julia James, Retired Finance Director

310.753.1691

Angelica Frausto, Director of Economic Development - City of South Pasadena

1414 Mission Street, South Pasadena, CA 91030

Timeline

Int. Deputy City Manager/Finance Director

City Of South Pasadena
09.2021 - 12.2022

Interim Director of Finance

City Of San Gabriel
01.2020 - 12.2020

Director of Finance/City Treasurer

City Of Lawndale
04.2005 - 12.2018

Director of Finance

City Of South Gate
03.2002 - 03.2005

Acting Director of Finance

City Of South Gate
11.2001 - 03.2002

Accounting Manager

City Of South Gate
06.1993 - 11.2001

Accounting Supervisor

City Of Montebello CA
06.1987 - 06.1993

Bachelor of Science - Accounting

California State University

Associate of Arts - General Education

Rio Hondo College
KENNETH L. LOUIE