A dedicated and results-driven public finance professional with over 13 years of experience in state and local government capital project finance, budget preparation and analysis, governmental accounting, and treasury management. Detail-oriented and resourceful, with a proven ability to quickly learn and apply new technologies. Experienced working in fast-paced environments demanding strong analytical, technical, and problem-solving skills. A "team player" with outstanding interpersonal and communication skills.
• Budget Reporting Management• Budget Preparation• Budget Analysis• Indirect Cost Analysis• Revenue Projections• Economic Modeling • Cash and Investment Management• Cash Flow Analysis• Municipal Bond Issuance• Capital Project Accounting• Grant Accounting and Reporting• Governmental Financial Reporting
2009 - Present
Associate Director, Budget Division
Supervise the office Purchasing Coordinator. Serve as Project Manager for the County’s annual Budget Plan. Prepare the Debt Service section, Capital Projects section, and various financial schedules for the Budget Plan. Manage preparation of budget narratives for the Budget Plan. Manage preparation of the County’s Tentative Budget document. Manage preparation of the annual indirect cost allocation plan and 2CFR 225 (OMB A87) plan. Make presentations to policy makers and other County personnel regarding indirect cost allocation plan results and methodology. Manage e911 service fee revenue accounting and distribution. Approve County contracts and ensure that they are properly budgeted and accounted for. Conduct research and prepare financial analysis as requested from the County Mayor’s office, County Council, other County elected officials, and senior management.
2007 - 2009
Compiled and directed printing of the County’s annual Budget Plan document. Prepared the Debt Service section, Capital Projects section, and various financial schedules for the Budget Plan. Oversaw and facilitated preparation of budget narratives for the Budget Plan. Compiled and directed printing of the County Tentative Budget document. Assisted with preparation of annual Auditor's Budget Message. Prepared the annual indirect cost allocation plan and 2CFR 225 (OMB A87) plan. Prepared journal entries to allocate overhead costs. Assisted with single audit and State compliance grant reporting. Assisted with preparation of the Schedule of Federal Financial Assistance. Conducted research and prepared financial analysis as requested by Auditor’s Office senior management.
2003 - 2007
Deputy Auditor - Capital Projects Accounting
Reviewed and approved capital asset purchase transactions. Advised various County departments’ management on accounting issues regarding capital projects. Prepared, entered, and maintained capital asset accounting records for Salt Lake County’s capital improvement projects. Reconciled capital asset accounting records with purchasing records and other general ledger accounting records. Prepared year-end capital asset financial reporting schedules for inclusion in Salt Lake County’s Comprehensive Annual Financial Report. Prepared journal entries for capital asset transactions.
2000 - 2002
Served as a member of the city’s municipal bond issuance finance team. Managed the city’s finance department and supervised all finance department staff prior to the city hiring a Finance Director. Monitored the collection of special assessments. Coordinated the city’s annual audit. Prepared and made journal entries. Acted as custodian for all city funds. Invested city funds in accordance with the Utah Money Management Act. Monitored and managed daily cash requirements. Reconciled the city’s bank and investment accounts. Prepared financial reports for the Mayor, City Council, and City department heads.
1998 - 1999
Budget and Accounting Officer
Managed court trust funds for the State of Utah, including investing funds in accordance with the Utah Money Management Act. Monitored the reconciliation of 60 court trust bank accounts statewide. Supervised the Travel and Fixed Assets Coordinator. Served on the accounting policies and procedures manual committee and the adult courts computer accounting system committee. Prepared trust account year-end closing entries for the state accounting system. Performed troubleshooting functions for the juvenile courts computer accounting system.
1996 - 1998
Acted as custodian for all city funds. Invested city funds in accordance with the Utah Money Management Act. Performed historical analysis of cash flows. Maintained RDA receivables schedules and capital lease payment schedules. Prepared weekly budget comparison reports for distribution to the City Manager and department directors. Prepared monthly revenue reports, quarterly sales tax reports, and annual unclaimed property reports. Responsible for cash handling training for city staff. Balanced daily cash receipts and cash drawer funds. Prepared and made daily deposits. Reconciled payroll checking account, municipal bond trust accounts, and utility accounts receivable to the general ledger. Assisted Finance Director as required.