Rebecca Burris
Port Orange,FL
Summary
Detail-oriented Budget Coordinator successful at controlling expenses by conducting comprehensive analyses of diverse data and making accurate projections. Knowledgeable about accounting functions, fiscal requirements and capital expenditures.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Budget Coordinator
City of Port Orange
10.2021 - Current
- Performs financial research and prepares reports related to CIP Projects, debt, and revenues and expenses. Recommends and initiate revisions to the CIP Program
- Assist in the preparation for the City’s Comprehensive Annual Financial Report (CAFR), Popular Annual Financial Report (PAFR), and Annual Budget submissions to GFOA. Develop schedules and timeline and submit required reports for the annual TRIM compliance report to the Department of Revenue. Prepare and submit State and Federal Forfeiture reports.
- Developed, analyzed and modified budgets to allocate current resources and estimate future financial requirements. Conducted regular reviews of financial performance against budgets, identifying areas of concern or opportunity for improvement. Developed a strong understanding of departmental needs, translating them into actionable plans aligned with available resources.
- Developed customized budget templates to streamline data entry and analysis for various departments. Reviewed monthly operations to assess compliance with budgets and determine necessary adjustments for future plans. Generated annual budget forecasting information for executive reports.
- Implemented budgetary monitoring techniques to improve spending habits. Monitored contracts and analyzed expenses to facilitate financial objectives.
- Identified potential risks and mitigated them through strategic adjustments in spending patterns or allocations. Prepared response strategies to avoid potential budget cuts.
- Provided expert guidance to department heads on best practices for effective budget management and forecasting.
- Led the implementation of a new ERP system, streamlining data collection processes and improving reporting capabilities throughout the organization.
Budget Analyst
City of Port Orange
- Assist in the preparation of the City’s Annual Budget. Capital Improvement Program (CIP), capital budgets, and related appropriation resolutions. Review and process budget request. To include, budget amendments, budget transfers, budget resolutions, and accounting journal entries. Prepare and maintain the personnel budget along with modeling, projecting, and forecasting the City’s salary and benefits, in coordination with Human Resources department.
- Evaluate, analyze, project, and coordinate financial information and prepare financial reports to summarize and interpret current and projected City financial position. Collect and analyze records of present and past operations, trends and costs, estimated and realized revenues, administrative commitments, and obligations incurred to project future revenues and expenses
- Coordinate, prepare, and submit debt payments, debt disclosures, debt compliance schedules, and other debt related activities and functions
- Perform financial research and prepares reports relate to CIP projects, debt, and revenue and expenses, includes preparing monthly analyses of all revenues and expenditures related to operating, capital projects, debt, and other areas
- Prepares and submits various reports and information to internal and external agencies, including the State Local Highway Report, Capital Recovery Reports, and the Community Redevelopment Agency Reports
- Provide advice and technical assistance with cost analysis, fiscal allocation, budget preparation, and administrative support to other City Departments. Performs statistical analyses to determine trends, estimates, and significant changes, and write narrative reports explaining findings
- Monitor compliance with GAAP and City procedures. Perform all duties in accordance with federal, state, and local guidelines
Personal Care Specialist
Rise Dispensary
01.2024 - Current
- Checked guests' photo identification for validity and age requirements. Utilized strong interpersonal skills to build rapport with customers, establishing trust and credibility as a knowledgeable resource on cannabis products.
- Assisted medical use customers in identifying cannabis medicines and methods of medication that best fit individual needs.
- Employed effective cash handling procedures for accurate accounting of daily sales transactions while minimizing discrepancies or losses. Educated customers about responsible consumption practices, promoting safe and enjoyable cannabis use experiences.
- Ensured compliance with state regulations by verifying customer identification and accurately tracking sales transactions in the point-of-sale system.
- Assisted in conducting regular inventory audits for accuracy assurance purposes while maintaining awareness of potential shrinkage or loss.
- Supported community outreach initiatives by participating in educational events, furthering the public''s understanding of cannabis benefits and uses.
Administrative Specialist III
City of Sanford
02.2016 - 10.2021
- Organizes and maintains the budget for Parks & Recreation Department. To include keeping detailed records of expenditures, budget preparation, CIP Projects, capital budget, and budget transfers. Prepare and submit procurement documents, to include bid specifications, contracts, requisitions for purchase order in accordance with the City of Sanford’s Purchasing Guidelines. Receive and process invoices for payment, p-cards reconciliation, and request for payments.
- Oversee the daily operations of the Parks Division Office, including shelter reservations and cemetery burials. Maintain accurate cemetery records and record retention schedules, in accordance with the State of Florida Guidelines.
- Safeguarded sensitive information through the proper handling of confidential documents and secure storage methods.
- Improved customer satisfaction with prompt and professional responses to inquiries and concerns.
- Expedited project completion times by effectively prioritizing tasks based on deadlines and resource availability.
Utility Customer Service & Billing Manager
City of Deltona
09.2014 - 11.2015
- Supervise and evaluate assigned staff, handle employee concerns, direct work assignments, counseling and disciplining employees when necessary, and completing employee performance evaluations
- Oversee the daily functions of the billing, customer service and office coordinator. Develop and implement operating policies and procedures for Utility Customer Service, Billing, Data Entry, and Mailroom
- Periodically review policies/procedures and develop more efficient methods for operations
- Prepared annual budget, monitor revenues and expenditures
- Maintain records, as necessary, to process billing transactions, ensure proper collections, and provide sufficient competent evidential matter for purposes of post audit or related charges
Administrative Officer II
City of Pensacola
06.2002 - 06.2013
- Planned, directed, coordinated, and evaluated the work of subordinate employees. Made recommendations with regards to selecting personnel and disciplinary actions for personnel.
- Addressed escalated customer concerns regarding billing, payment, adjustments, and collections of their utility account. Assisted with collection processing.
- Prepared daily and monthly financial, quality control, and productivity reports. Assisted with requisitions, purchase orders and processing payroll. Performed balance transfers and customer refunds.
- Reviewed and analyzed manual, cycle, final and invoice monthly billing for all billing cycles. Analyzed automated meter reading reports for completeness and accuracy. Assisted in the development of the utility billing exception and estimating billing parameters.
- Had the knowledge of law, ordinances, and regulations governing rates and fee structures, utility practices and principles. Had the ability to analyze situations objectively and make sound judgement and recommendations.
- Responded to incoming calls and walk-in customers inquiring about the status of accounts, including account balances; past due, delinquent, and previous balances on accounts; payment extensions, payment arrangements, and high consumption inquiries. Evaluated and researched account inadequacies and transfers or terminated service at customer requests.
Education
Bachelor of Science - Business Administration
Southern New Hampshire University
09.2023
Associate of Arts - General Studies
Jefferson-Davis Community College
12.1998
Skills
- Budget Planning/Preparation/Forecasting/Compliance
- GAAP and GASB understanding/Accounting Principles
- Fixed Asset Management
- Problem-Solving
- Capital expenditures
- Time management abilities
- Adaptability and Flexibility
- Microsoft Excel proficiency
- Monthly Reporting
Affiliations
- FGFOA
- VFFGFOA
- Florida Benchmark Consortium
Certification
- Six Sigma Green Belt Certification
- Dispensary Management Course Certification
Timeline
Personal Care Specialist
Rise Dispensary
01.2024 - Current
Budget Coordinator
City of Port Orange
10.2021 - Current
Administrative Specialist III
City of Sanford
02.2016 - 10.2021
Utility Customer Service & Billing Manager
City of Deltona
09.2014 - 11.2015
Administrative Officer II
City of Pensacola
06.2002 - 06.2013
Bachelor of Science - Business Administration
Southern New Hampshire University
Associate of Arts - General Studies
Jefferson-Davis Community College
- Six Sigma Green Belt Certification
- Dispensary Management Course Certification
Budget Analyst
City of Port Orange
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