United States
As a leader in treasury and finance, I see my work as looking for improvements and working to inspire change to improve worker experiences and still add value throughout the organization. I am a change management professional with a focus on the development of treasury and finance. Most recently, I have worked with local governments to define and change operational liquidity, and to use excess cash flow to safely generate additional income. I elevated reporting and transparency of investments to be part of of bi-annual commission reporting and presentation package. Throughout the process, I worked to elevate and cross train all members of my staff. To add value to the general employee defined contribution program, procured a specialized management firm to review the line up of funds offered. This resulted in a reduction of funds offered, including the better performing funds with lower expense ratios, and ultimately increasing 401(a) participation.
Courses in leadership (12 credits), behavioral economics (3 credits), quantitative analysis (3 credits), programming for government (2).
Deputy CFO; Managed the City's investment and debt portfolios; Improved transparency by implementing management tools such as Clearwater Analytics for Investment portfolio and Sympro for Debt portfolio; Increased investment returns within first year of hire by expanding the Investment Policy Statement and the authorized investments therein; Key role in new and refunding debt issuances; Staff included 4 Finance and 4 Business Tax; Significant involvement in the periodic accounting, internal control and preparation of annual financial statements; Key projects included adding efficiencies to cash handling, revenue and investment recording, documentation of key processes and controls; Developed treasury’s business continuity plan. Software - Tyler Munis, Microsoft Excel, Word and PowerPoint, Clearwater Analytics.
Managed the City’s short term and long term investment portfolios; Increased short term earnings within six months of hire; Was responsible for posting of all incoming revenue, accounts receivable, parking and debt; Staff included EMS Division and 2 Treasury staff; Significant involvement in accounting and preparation of annual report; Significant contribution to implementation of City’s ERP system: Tyler New World.
Robert Half Management Resources is the world's leading provider of senior-level accounting, finance and business systems professionals on a project and interim basis. Our consultants specialize in corporate accounting, financial and business systems analysis, internal audit, taxation, regulatory compliance, mergers and acquisitions, financial reporting, information technology, and more. Companies have come to rely on our experienced professionals to support their most important initiatives. Many of our consultants have earned one or more of the business credentials employers value most, including certified public accountant, certified internal auditor, certified information systems auditor, chartered financial analyst and certified fraud examiner designations. Robert Half Management Resources operates in more than 150 locations worldwide. Our parent company, Robert Half, once again was included on FORTUNE magazine's list of "World's Most Admired Companies" (March 1, 2015).