Expertise and Career Highlights

Politically-astute financial professional with successful record in budget and personnel management

Champion of change and efficiency in an environment that previously relied on the status quo

  • Initiative: Spearheaded a federal loan refinancing initiative that had never been attempted in any state, saving Arizona employers nearly $100 million in new taxes that were due to take effect in 2014.
  • Leadership: Consolidated four ineffective fiscal teams into a single, centralized Finance and Budget Unit, consisting of over twenty-five professional-level staff. Implemented standardization, cross-training, and a career ladder for staff, reversing years of rapid turnover.
  • Fiscal Management: Despite federal sequestration, unfunded mandates, and state budget shortfalls; continually met surplus goals set forth by Executive Leadership in order to assist other areas of the Department.

Work History

Work History
Jun 2011 - Present

Chief Financial Officer-Employment and Rehabilitation Services

ARIZONA DEPARTMENT OF ECONOMIC SECURITY

As a member of the Division’s Executive Leadership Team, provided fiscal oversight and support for dozens of labor programs. Oversaw fiscal, accounting, and procurement activities for a division with over 1,600 staff and an annual budget of $1.0 billion. Accountable for strategic planning, human resources, leadership, policy, purchasing, audit response, legislative analysis, cash flow management, and budgeting.

Key Contributions and Accomplishments:

  • Secured $200 million in short-term notes to repay outstanding federal loans and avoid $100 million being removed from the Arizona economy during a period of fragile economic recovery.

  • Developed and implemented a step-down plan to lay off 40% of Unemployment Insurance staff after federal funding was dramatically reduced. Championed innovations to improve efficiency in order to mitigate impacts to clients, whose numbers were still near all-time highs in Arizona.

  • Transformed four separate budget units with poorly-trained staff into a single unit that added value to the Division by developing forecasts, budgets, and analysis that was previously unavailable.

  • Reallocated limited funding to maintain program operations during Federal shutdown in October of 2013 and avoided staffing furloughs at the state level.

  • Led fiscal task force of state and local officials to implement new policy due to the creation of the federal Workforce Innovation and Opportunities Act.

Aug 2005 - Jun 2011

Budget Analyst/Budget and Project Manager

ARIZONA GOVERNOR'S OFFICE OF STRATEGIC PLANNING AND BUDGETING

Planned and reviewed agency budget requests, eventually formulating budget recommendations for the Governor to incorporate into the Executive Budget. Advocated for these proposals to members of the Legislature. Analyzed proposed legislation for fiscal impacts on state agencies. Monitored agency activity for adherence to Executive and Legislative policy objectives.

Key Contributions and Accomplishments:

  • Demonstrated great organization and flexibility as the only analyst in the office’s history to simultaneously juggle the budgets for the Department of Economic Security and the Department of Health Services, two of the largest cabinet-level agencies in Arizona.
  • During the Great Recession, worked with public officials and stakeholders to implement massive funding reductions without impacting vulnerable populations. This included major Medicaid reforms to the behavioral health system, targeted cuts to General Fund budgets, self-funding the Vital Records program through increase fees, and absorbing the Biomedical Research Commission in the Department of Health Services.
  • Managed a team of five budget analysts, providing direct mentoring and support as needed. Conducted interviews for prospective employees.
  • Developed caseload/fiscal models for several state-run programs, taking into account client caseload growth, staffing needs, inflation, capitation adjustments, and changes to federal funding levels. These models drove recommendations for funding in the Executive Budget and were used later to justify those funding levels with legislators during budget negotiations.
  • Created and delivered a PowerPoint presentation on the statewide shortfall to outside stakeholder groups in order to educate them on funding options prior to the release of the Executive Budget.
  • Wrote and edited significant portions of the Executive Budget Book from 2006-2011.
  • Conducted research projects in the areas of workforce policy, substance abuse policy, behavioral health, Medicaid, tribal funding, and alternative revenue sources. Testified on findings before the legislature.
  • Researched and assisted with Executive implementation of citizen initiatives, including the creation of the Early Childhood Health and Development Board and the requirement to regulate medical marijuana in the Department of Health Services.
Dec 2004 - Aug 2005

Bank of America Contract Associate

Axis Employment Services

As a contract employee on assignment to Bank of America, screened commercial and government credit card claims. Investigated disputed non-fraud claims to determine chargeback rights and adjusted cardholder accounts as necessary to reflect the dispute resolution.

Key Contributions and Accomplishments:

  • The daily quota for this position was to settle 80 claims. Led the team with an average closure rate of 120 claims, significantly reducing the backlog of non-fraud cases.
Jan 2003 - May 2005

Graduate Assistant

New Mexico State University College of Business

Worked for three semesters under an Operations Management professor. Conducted research and taught labs for 100+ students on a weekly basis. Managed undergraduate student teams in a classroom environment and provided tutoring to struggling students outside of classroom hours.

Key Contributions and Accomplishments:

  • Taught labs for BUSA 365, the notorious six-credit class that washed out nearly half of all business majors. Drew upon previous experience as a student in this class to translate complex lessons for students in a manner that they could understand. As a result, the professor noted more students had passed the class during this period than at any other time in his tenure.

Additional Experience

Early career experience includes summer employment at Hall Machine and Welding in Carlsbad, NM; creating the company website, implementing an electronic inventory control system developed in Microsoft Excel, conducting outside sales, and training staff in new OSHA compliance regulations. Also worked as a Resident Advisor for the New Mexico State University Department of Housing from 1999-2002.

Education

Education
Aug 2002 - May 2004

M.B.A

New Mexico State University

Business Administration

GPA: 4.0

Aug 1998 - Dec 2002

B.B.A

New Mexico State University

Business Administration

Graduated with Honors

Skills

Skills

Leadership

Team Management

Microsoft Office (Word, Excel, PowerPoint, Access)

Budget

Strategic Planning

Creative Writing

Professional Writing

Public Speaking

Lobbying

Advocacy

Legislative Analysis