Results-driven Budget/Finance Specialist with expertise in financial analysis, budget management, and forecasting. Proven ability to streamline processes and enhance financial reporting for improved decision-making.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Budget/Finance Specialist
City of Hesperia
Hesperia, California
03.2017 - Current
Managed financial reporting and budgeting processes, ensuring alignment with departmental goals and city objectives.
Developed financial forecasts to support city planning and optimize resource allocation.
Collaborated with department heads on budget preparation and adjustments.
Monitored expenditures to identify trends and recommend cost-saving measures.
Generated variance analysis reports and budget adjustment requests to monitor material spending.
Analyzed fiscal data to ensure compliance with regulations and policies.
Conducted financial analysis and research to advise senior management on forecasting decisions.
Leveraged financial records and reports to develop comparisons of prior year expenditures with current year budget execution plans.
Prepared detailed financial presentations for city council meetings.
Generated weekly and monthly financial dashboards for executive review.
Oversee, train staff, and manage the City's financial transparency portal and budgeting software.
Trained staff on financial software systems and best practices for budgeting.
Collected and assembled financial data to analyze costs on a year-to-year basis relative to fiscal planning and budgeting activities.
Participated in special projects related to cost savings initiatives or new system implementations.
Provided training and guidance to staff members on finance procedures and policies.
Assisted in the preparation of financial statements and reports for senior management review.
Developed financial models for capital investments and other projects.
Implemented process improvements that streamlined team operations and enhanced workflow efficiency.
Verified financial data and identified and made recommendations to prevent and correct financial and accounting errors and inconsistencies.
Spearheaded efforts to receive financial awards on an annual basis for budget and financial reporting.
Senior Office Assistant
City of Hesperia
Hesperia, California
08.2007 - 03.2017
Supported city departments with administrative tasks and document preparation to enhance workflow.
Coordinated schedules and appointments for city officials and staff meetings.
Scheduled appointments for senior management team members with clients or vendors.
Managed incoming calls, emails, mail and other correspondence from customers.
Communicated with residents regarding inquiries and service requests effectively.
Maintained filing systems, ensuring accurate record-keeping and retrieval.
Monitored office supply inventory to maintain availability for uninterrupted operations.
Managed office supplies and equipment for efficient daily operations.
Coordinated communications between departments to facilitate collaboration.
Compiled data from various sources into concise reports for management review.
Created spreadsheets to track customer data, project progress, budgeting, and expenses.
Prepared expense reports for senior management team members.
Coordinated travel arrangements for staff, including flight and hotel bookings.
Conducted research on new technologies to streamline office operations.
Computed, recorded and proofread data or reports.
Review and creation of staff reports to the City Council.
Education
High School Diploma -
Apple Valley High School
Apple Valley, CA
06-1998
Some College (No Degree) - Accounting and Finance
University of California, Riverside
Riverside, CA
Skills
Budget management
Financial analysis
Financial forecasting
Financial strategy
Cost control
Financial software proficiency
Attention to detail
Presentation skills
Certification
California Local Budgeting - CSMFO
CLA Managing your ARPA Funds - CLA
CPE-Capital Budgeting Best Practice from Planning to Purchasing to Managing
CPE-Manage Your Budget Not (Just) Your Process: Best Practices for Aligning Tools and Teams to Stay on Track
CPR-From Idea to Action: Budgeting for Strategic Impact
Finance and budget Officer, Finance Coordinator at Sandford international schoolFinance and budget Officer, Finance Coordinator at Sandford international school