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I have over nine years budgeting experience with the City of Morgan Hill. As a member of California Society of Municipal Financial Officers, I have been an evaluator of other government agency’s budgets. While employed in Fresno I wrote budget and personnel justifications for the Wastewater Management Division. I coordinated the compilation of the budget into a document for presentation.

I have been an office manager supervising clerical, accounting and information technology staff. Several of my subordinates have gone on to earn degrees and promoted to higher positions. They have often thanked me for being an inspiration and professional role model.

I was involved in the recruitment process with the City of Fresno’s Wastewater Management Division. I was the division’s liaison with Human Resources. Fresno has several unions and I was the Division’s expert on understanding all Memorandums of Understanding, the Administrative Manual, the Municipal Code and Departmental policies. Other responsibilities included were writing and processing disciplinary actions. I have reviewed, interpreted, and compiled information making recommendations for corrective actions. I have always been praised for my confidentiality. I have had success in resolving conflicts with staff and assisting in facilitating win-win situations.

I pride myself on developing and maintaining good working relationships. I enjoy researching and analyzing data as much as I like interacting with people. As I stay focused on details I am able to convey to others what is expected as the end result, or rather, what the “big picture” is.

My personal attributes include being diplomatic, tactful, flexible, focused yet easy going and having a sense of humor. I believe people should be held accountable and take responsibility for their actions. I look at all possibilities for solutions to problems so that informed decisions are made.

I believe my educational background and experience would greatly benefit your agency.In every position and opportunity I have learned skills and knowledge that I have been able to use in other settings. If you are seeking someone who stays abreast in the field, who earns staff’s respect and support, and who is committed to achieving goals then please consider what I have to offer.


My objective is to be a professional member of a team that utilizes my abilities for the benefit of the community.


  • Committed to achieving goals, earning staff's respect and support, and staying abreast in the field
  • Professional, diplomatic, flexible, focused, calm, and has a sense of humor


  • Leading People and Teams / Effective Leadership and Supervisory Practices
  • Mentored staff towards personal growth, higher education and promotional opportunities
  • Understanding of Budgeting, Audits, Financial Reports and Processes
  • Evaluated budgets meeting the criteria established to achieve the Excellence Award given by the California Society of Municipal Finance Officers
  • Managing Technology and Innovation / Expert level of Excel, Word, Microsoft Outlook
  • Designed and implemented Chart of Accounts, Cost Accounting Programs, Flow Charts, Tracking Systems and Organizational Charts
  • Understanding of Records Management
  • Developed a Records Management System complete with an electronic Cross Referencing Guide
  • Serving Customers
  • Developed networking relationships with internal and external customers


Developing projects or systems that enhance the work environment enabling the office work flow more efficient and more pertinent to the requirements of the organization.

Research, investigating, developing spreadsheets, coordinating with team members, compiling and writing reports.

Leading People and Teams / Effective Leadership and Supervisory Practices

Budgeting, Auditing, Financial Reports

Work experience

Recreation Specialist

City of Fresno

Accomplished the design and distribution of the Cultural Arts class schedule and tours guide

Supervised volunteers

Accounts receivable

Administration of instructor contracts

Developed programs and facilitated activities

Managed inventory for the Therapeutic Division

Account Clerk

City of Fresno

Provided customer service; collected on unpaid utility accounts; prepared payroll for over 150 employees consisting of several unions and 24 hour work schedules following guidelines and regulations established by FLSA, FMLA, OSHA, etc; scheduled appointments, meetings, and conferences for approximately a dozen management; arranged for travel and training of employees.

In the Utilities Billing and Collections department I assited residents and businesses with opening, closing and transfering water and sewer services.  I took credit applications and deposits on accounts.  I collected on past due accounts and coordinated payment schedules. I processed payments and made deposits.

Apr 2012Jan 2013

Assistant to the Chief Financial Officer

Administrative Systems, LLC

Accounts Payable, Accounts Receivable, billing, inventory, Special Projects, assist with audits, deposits, bank reconciliations.

Employee orientation, exit interviews, benefit administration

Work with 3rd party administrator for health benefits

Process new hire and resignation forms

Coordinate with respective departments for security access

Special event planning

Financial Software used: Sage

". . .Leading provider of retirement plan benefit disbursements, tax reporting, document printing and other related services for some of the nation's largest banks, trusts, and pension fund . . ."

Jul 2011Jan 2012


Midpeninsula Regional Open Space District

Manager of a full-function accounting office. Supervision of an Account Technician and a clerk. Payroll for over 100 employees utilizing ADP software. Accounts Payable utilizing Fundware. Development and convesion of financial system to New World Sysytems including revizing the Chart of Accounts, classifications and organization.


§Prepared and administered district payroll

§Prepared and coordinated audits

§Management of Accounts Payable

§Supervised and provided training to staff

§Developed Chart of Accounts for new financial software

§Researched and presented findings on expenses and revenues

§Management of Debt Service 

§ Managed Fixed Assets and Captial Expenses

§ Prepared financial statements

Nov 2001Jun 2011

Management Analyst

City of Morgan Hill

Managed budgets of over $20 million; improved accounting for 20 sub-areas of an assessment district; authored specifications for the purchase of equipment and vehicles; improved processes for employees who were required to have a Class A driver's license; responsible for the inspections and reporting of hazardous waste; through cooperative efforts created a map establishing areas owned by the City of Morgan Hill requiring the abatement of vegetation per the County of Santa Clara; managed maintenance agreements and consultant contracts; assisted with Capital Improvement Program, maintained capital equipment records and met regulatory requirement, researched and present findings on legislature and surveys.


§Prepared and presented budgets to executive management

§Prepared and presented staff reports

§Prepared and managed Request for Proposals

§Prepared and presented policy reports

§Prepared, maintained, and presented capital equipment records

§Prepared and administered contracts with outside agencies

§Prepared  and administered agreements (lease, consultant, maintenance)

§Provided training to staff

§ Researched and presented findings on current and future legislature and regulations

§Developed and managed Performance Measures

§Management of the City's Fleet, in particular the Public Works and Police department

Feb 1990Nov 2001

Senior Secretary

City of Fresno

Compiled and prepared reports to regulatory agencies; established relationships with other departments and agencies; supervised clerical, accounting and volunteers; developed employee handbook, job descriptions and procedure manuals; authored policies; made recommendations to executive staff; trained staff; conducted meetings; participated on interview panels; organized recruitment process; maintained confidential files; resolved disciplinary actions; delivered performance evaluations; planned and organized special events.


§Prepared budgets for management

§Prepared and presented staff reports

§ Prepared and administered department payroll

§Prepared and presented policy reports

§Prepared and administered performance evaluations

§Supervised and provided training to staff

§Developed and presented Procedures Manuals

§Developed and managed Performance Measures

§Liaison with regulatory agencies

§Authored documents for management including reports, justification for budget requests and letters to regulatory agencies



Awards or Achievements





New World Systems
Payroll and HR modules