Summary

An organized, creative, and innovative leader with advanced knowledge of the strategies, structure, operations, and processes of municipal government.  An expert in enhancing transparency, developing strategic partnerships, and establishing an atmosphere of trust, mutual respect, and cooperation. Knowledgeable of government finance, with a proven track record of conservative budget and financial management. Dedicated to maintaining a reputation built on quality, service, and uncompromising ethics.Over 20 years of executive-level management and supervisory experience as a municipal manager, assistant manager, and finance director.

Work History

Work History
Mar 2012 - Present

Town Manager

Town of Carrboro

Managed town operations under the direction of the seven-member Mayor and Board of Aldermen. Acted as administrative head of the Town, and carried out the laws and policies enacted by the Board in accordance with the Town’s Charter. Had full responsibility for appointment and management of Town staff, preparation and administration of the Town’s budget, oversight of daily operations and a wide range of other activities. Town departments include: Economic and Community Development, Finance and Budget, Fire and Rescue, Human Resources, Parks and Recreation, Police, Planning, and Public Works.

Key Achievements:

  • Enhanced service levels throughout the town and implemented the board’s strategic priorities by delivering the fiscal year 2012-2013 budget within six weeks of being hired, which was approved without a tax increase
  • Improved economic development and redevelopment by identifying and directing efforts towards locally based arts, entertainment, and entrepreneurs, including Carrboro Branding and Marketing Campaign
  • Promoted environmental sustainability by advancing public transportation, sidewalk and greenway projects, energy efficiencies, and stormwater management
  • Upgraded and improved communications and transparency through web site upgrades, audio and video streaming of board meetings, agenda management software, and exploration of options to deploy fiber optic broadband services within the community
  • Collaborated with community leaders to address social service issues, such as affordable housing, homelessness, poverty, education, and social equality
Mar 2010 - Mar 2012

Assistant Town Manager / Finance Director

Town of Paradise Valley

Led strategic planning and operations analysis. Directed financial and information technology services. Administered fire, emergency medical, and sewer contract services. Managed federal, state, and regional intergovernmental relations as the town’s public lobbyist. Assisted with policy development and general management of town operations. Developed and implemented projects and programs that addressed key strategic efforts within the community and town organization.

  • Developed financial management policies and capital improvements program, long-range financial plans, and performance management systems
  • Ensured the financial stability of the town by leading the development and preparation of the operating budget and overseeing its administration

Key Achievements:

  • Reduced operating expenses by almost 8% in FY 2011-12, maintained cash reserves of 110%, and increased long-term financial sustainability by developing five-year revenue and expenditure forecasts including comprehensive tax base analysis and five-year capital improvement program
  • Improved efficiency, effectiveness, and accountability by implementing performance measures
  • Secured favorable revisions in key legislation after developing and implementing the town’s first formal intergovernmental relations program and state and federal legislative agenda
Sep 2006 - Sep 2009

Town Manager

Town of Oro Valley

Served as the Chief Administrative Officer of the town under the direction of a seven-member council. Developed public policy options for the mayor and council through strategic planning, collaboration, and consensus building. Directed overall municipal operations in a high-growth community that recognized elected officials, citizens, business leaders, and board and commission members as valued stakeholders. Prepared, presented, and managed award-winning annual budgets.

  • Maximized efficiency and quality of service by eliminating silos and developing a high-performing team of 14 department directors
  • Promoted open and transparent governance, regional cooperation, and public relations by collaborating with citizens, businesses, and neighborhoods, other government agencies, and the media
  • Achieved organizational goals and process improvements by successfully managing staff
  • Developed and administered the town’s economic development policies and programs

Key Achievements:

  • Closed a $5.2M (16%) revenue shortfall in FY 2009-10, left the town with General Fund cash reserves in excess of 40%, and achieved long-term financial sustainability by developing five-year financial and economic forecasting models, including evaluations of all financial policies, practices, service levels, revenue sources, and operating costs
  • Substantially increased efficiencies and effectiveness for the organization by implementing strategic planning, program-based budgeting, performance management, departmental management studies, and organizational restructuring
  • Significantly improved capital infrastructure for potable and reclaimed water, public transit, roadway expansions, pavement management, preservation of historic properties, storm water management, parks and recreation facilities, and the library system
  • Enhanced communication and transparency by implementing community surveys, online video streaming and archiving of meetings, employee recognition and service awards, website upgrades, and the Oro Valley Vista newsletter, which won a PRimus Award of Excellence from the Tucson chapter of the Public Relations Society of America (PRSA) in 2008
  • Reduced energy costs by up to $250,000 per year, improved residential and commercial building codes, promoted transportation alternatives, and improved air quality by forming the “Green Team” with a cross-section of employees charged with developingan environmental sustainability action plan for the town, which was responsible for Oro Valley receiving an Outstanding Achievement in Local Government Innovation Award from the Alliance for Innovation for the town’s energy efficiency and solar project
  • Oversaw retail development that increased by about 1.1 million square feet, with another 600,000 square feet planned for the future; a nearly 100% increase in hotel rooms; about 250,000 square feet of new research and development facilities, with over 800,000 square feet of new facilities and 1,800 new jobs planned by 2020; increased tourism, historic preservation, business recruitment and retention; fast-tracked the development review process; increased revenue through shop locally programs; and oversaw strategic annexations after formulating and implementing the town’s first comprehensive economic development plan
  • Led negotiations with the state land department on the annexation of 9,150 undeveloped acres, for which the conceptual development plan included a “village center” incorporating transit-oriented development, with approximately 600 acres of campus park industrial zoning, surrounded by pedestrian, bicycle, and transit-friendly, mixed-use retail and residential development, with 68% open space
  • Achieved national recognition for the town from Fortune Small Business magazine, which ranked Oro Valley #44 on its March 2008 list of "100 Best Places to Live and Launch" a business; Family Circle magazine, which featured Oro Valley as one of the top ten best towns for families in America in August 2008; Money magazine, which reported Oro Valley was one of the best places to live in 2007 and 2008; and the Federal Bureau of Investigation, which ranked Oro Valley #1 in the State of Arizona for the lowest levels of both violent crime and property crime, among cities with populations over 5,000 in 2006
  • Awarded the Certificate of Achievement for Excellence in Financial Reporting from the Government Finance Officers Association every year from 2006 through 2009
  • Awarded the Distinguished Budget Presentation Award for fiscal year 2008-09
  • Established the town’s first purchasing division, which received the National Purchasing Institute’s Achievement of Excellence in Procurement Award for the fiscal years 2007-08 and 2008-09
Apr 2005 - Aug 2006

Assistant Town Manager

Town of Oro Valley

Assisted the town manager, mayor, and council in developing policies and planning for the effective delivery of town services. Collaborated extensively with community stakeholders.

  • Directed the activities and services of the Public Works, Planning & Zoning, Building Safety, Transit, Library, Parks & Recreation, Facilities Maintenance, Finance, and Information Technology Departments
  • Coordinated policy issues related to economic development, water, labor union negotiations, and fire and emergency medical services
  • Achieved national recognition in 2005, when Oro Valley was named in America's Top-Rated Smaller Cities
Nov 1991 - Mar 2005

Finance Director

Town of Oro Valley

Managed all aspects of the finance and accounting, economic development, purchasing, risk management, and information technology services.

  • Issued more than $100M in municipal and improvement district bonds for the acquisition of private water companies and land as well as the development and construction of parks, libraries, municipal buildings, roadways, and water system improvements
  • Awarded the Certificate of Achievement for Excellence in Financial Reporting from the Government Finance Officers Association every year from 1991 through 2005
1985 - 1988

Senior Budget Analyst

Tracor Aerospace, Inc.
1982 - 1985

Tax Auditor

Texas State Comptroller's Department

Education

Education

Skills

Skills

Land Use Planning

Worked directly with council, staff, community leaders, the regional transportation authority, the state department of transportation, and developers to address complex policy issues such as service-level demands and infrastructure needs. Assisted the Town of Oro Valley with the acquisition of two private water companies and the initial formation of the town’s water utility. Partnered with Pima County and the City of Tucson to purchase treated effluent from the city and county’s treatment plants and deliver the water for retail distribution within Oro Valley’s reclaimed water system. Worked with infrastructure and policy-related issues such as roadway system capacity improvements, water system expansions, annexations, development agreements, development rights, re-zonings, overlay districts, riparian habitat protection, landscaping ordinances, community facilities districts, and development impact fees. Helped form a couple of improvement districts for roadway system improvements in commercial business districts. Worked with the Arizona State Land Department on the annexation of 9,150 acres of state trust land on Oro Valley’s northern boundary. Negotiated a conceptual development plan with a "village center" concept that incorporates transit-oriented development, approximately 600 acres of campus park industrial zoning, surrounded by pedestrian, bicycle, and transit-friendly, mixed-use retail and residential development.

Economic Development

Ensured the adequacy of appropriately zoned commercial properties for job creation and revenue generation by developing Oro Valley's first comprehensive Economic Development Strategy. Worked with infrastructure and policy-related issues such as roadway system capacity improvements, water system expansions, annexations, development agreements, and tax incentive agreements. Met regularly with residential and commercial developers, small business owners, industry leaders, the local chamber of commerce, home-builders’ association, commercial developers’ association, regional economic development agencies, convention and visitors bureaus, the state commerce department, local school districts, and higher education system representatives. Helped form improvement districts for roadway system improvements in commercial business districts. Increased retail development by about 1.1 million square feet, with another 600,000 square feet planned for the future, along with plans to nearly double the number of hotel rooms to 1,225. Worked closely with commercial developers to fast track projects through the development review process, including expedited plan reviews and on-site building inspectors. Increased bio-medical research and development facilities by about 250,000 square feet in 2009, with plans to add over 800,000 square feet of new facilities and 1,800 employees over the next ten years. Worked closely with the upper management of these firms to address development fast-tracking, economic incentives for LEED certified facilities, and recruiting a world-renowned charter school for the educational needs of employees' children.

Budget and Finance

Awarded the Certificate of Achievement for Excellence in Financial Reporting from the Government Finance Officers Association every year from 1991 through 2009, and the Distinguished Budget Presentation Award for fiscal year 2008-09. Issued over $100M in municipal and improvement district bonds for the acquisition of three private water companies and land as well as the development and construction of parks, libraries, municipal buildings, roadways, and water system improvements. Developed five-year financial and economic models to proactively address long-term financial sustainability, including evaluations of all financial policies, practices, service levels, revenue sources, capital infrastructure requirements, and operating costs. Helped Oro Valley close a $5.2M (16%) revenue shortfall in FY 2009-10, and helped Paradise Valley reduce operating expenses by almost 8% in FY 2011-12.

Strategic Planning

Worked closely with Council and staff to develop strategic plans that identified focus areas consistent with Council goals. Used strategic plan as a guide to develop the annual budget and five-year financial outlook. Achieved results and ensured accountability by developing performance goals for town manager and and all department managers that were consistent with the strategic plan. Evaluated performance of department heads based on their achievement of the focus areas and goals that were identified in the strategic plan.

Certifications

Certifications
Apr 2011 - Present

Credentialed Manager

International City/County Management Association