Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

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, TX
08.2025

Bachelor of Science - Financial Planning & Economics

Texas Tech University
Lubbock, TX
05.2018

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
Stephen Harms