Stephen Harms
Boerne,TX
Summary
Efficiency driven financial analyst with experience in budgeting, forecasting, accounting, and investing for local government. Skilled at working with teams and across departments to meet objectives efficiently and accurately with a strong passion for learning.
Overview
5
5
years of professional experience
Work History
Budget & Finance Senior Analyst
City of Boerne
01.2022 - Current
- Collaborate with departments across the city to develop and adopt the city budget.
- Actively manage the city's $100M+ investment portfolio.
- Maintain a capital improvement plan to help budget and plan for the city's infrastructure projects.
- Other accounting duties as needed such as debt management, bank reconciliation, and financial reporting.
Inside Sales
Advanced Mechanical Systems
02.2020 - 06.2021
- Supported outside sales staff with the accounting of construction projects such as: quoting, managing purchase and sales orders, shipping, and invoicing.
- Developed strategic relationships with new and existing customers by learning preferences and managing regular communication.
Financial Services Professional
Charles Schwab
10.2018 - 05.2019
- Guided clients through maintenance, logistics, cashiering, and setup of brokerage, retirement, and bank accounts.
- Informed clients of rules and regulations concerning different types of financial products.
Education
Advanced Accounting Specialist Certificate
Austin Community College
Austin, TX08.2025
Bachelor of Science - Financial Planning & Economics
Texas Tech University
Lubbock, TX05.2018
Skills
- Budgeting
- Investing
- Forecasting
- Communication
- ClearGov
- DebtBook
- Incode 10
- Excel
Accomplishments
Awarded the GFOA Distinguished Budget Presentation award for the first time in City of Boerne history.
Timeline
Budget & Finance Senior Analyst
City of Boerne
01.2022 - Current
Inside Sales
Advanced Mechanical Systems
02.2020 - 06.2021
Financial Services Professional
Charles Schwab
10.2018 - 05.2019
Advanced Accounting Specialist Certificate
Austin Community College
Bachelor of Science - Financial Planning & Economics
Texas Tech University
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