Experienced professional with over 35 years experience
Proven, integral member of City staff since 2013.
Respected and well known by mayor, city council and city manager and highly recommended by external auditors, and respected by department heads and co-workers and active and well-respected member in community
Team Player, highly motivated; dedicated, fast learner
Prioritizing
Superb Business Relationship Management
Confident, Team builder; staff management skills
Cooperates/respected by other department heads
Strong sense of community relationships
Forward thinker
Work History
07/2013 to Current
Accountant/Assistant Finance DirectorInsight Enterprises, Inc. – Boise, ID,
Prepares monthly financial statements and maintained clean, accurate and accessible records and posted daily/monthly transactions throughout each month. Timely reconciled all bank accounts monthly for the City, Kenedy 4B Corporation and the Kenedy Volunteer Fire Department.
Prepared annual workpaper documentation for external auditor preparation of annual comprehensive financial statement, reconciling and reporting on all accounting activities and grant accounting and reporting.
Prepared financial statement data for annual bond disclosure reporting in MSRB, EMMA
Prepared payroll for all employees and monthly fireman pension checks, vendor payments, contract payments and other accounting disbursements.
Interim city secretary
Prepared internal and regulatory financial reports, balance sheets and income statements.
Performed banking, business administration and financial tasks for bond payments.
Supported city manager, city secretary, municipal court and utility billing with special projects and additional job duties.
Managed Utility Billing, Accounting, Technology, Municipal Court, Payroll/Finance departments. Maintained strict internal controls and cash handling procedures
Member of 3 City Pension boards for Fire, Police and Employee Pension plans; Worked with collective bargaining union representatives/city manager, etc. Member of city's self funded health insurance plan and Tax Increment Reinvestment Zones.
Created/maintained organizational structures to improve accounting and finance functions. Worked closely with external auditors on Single Audit and Comprehensive Annual Financial Report.
Worked with Mayor and City Council and Finance and Fiscal Affairs Committee for monthly reporting budgets, etc. Worked with all city department heads.
Supervised four department supervisors.
Worked closely with city manager and bond advisors, bond rating agencies like Moody Investor Services, Fitch, Standard & Poor for bond issuance and ratings. Worked closely with Industrial Development Board. (Economic Development)
Consulted with representatives of regulatory agencies to complete accurate filings and uphold strict grant compliance. Worked closely with FEMA/HUD/CDBG, Texas Water Development Board, State Energy Conservation Office/agencies on grants.
Monitored budget, revenue and variance trends for entire City.
Supervised all aspects of finance departments including accounts receivable, accounts payable, accounting, municipal court clerks, utility billing, budget and technology.
Obtained 10 years annual awards from Government Finance Officers Association for Excellence in Financial Reporting.
06/1999 to 04/2003
Senior AccountantMann Frankfort Stein & Lipp CPA's/Advisor – City, STATE,
Worked with high net worth clients for accounting services from general ledger writeup to corporate and personal income preparation, and compiled financial statements.
Prepared monthly journal entries and reconciliations for several corporations.
Prepared state income tax returns for other states.
Prepared quarterly and annual payroll reports including 941s, TWC, FUTA and W-2's and 1099's.
Trained interns and staff accountants.
05/1983 to 01/1999
AccountantP. Malcolm Gulley, CPA – City, STATE,
16 years - Preparing individual, corporate and partnership tax returns.
Auditing, Compiled financial statements; preparing quarterly and annual payroll reports.
Interacted with clients
Largest client: City of Kenedy, prepared monthly journal entries and prepared monthly financial statement for council meeting
Audits performed for Cities, corporations, etc.
Education
Expected in to to
No Degree: Post Bachelors Degree Work Towards MBA Accounting University of Houston - Clear Lake, Texas, GPA:
Expected in 05/1983 to to
BBA: Accounting/Computer Information Systems Texas State University - San Marcos, Texas, GPA:
Affiliations
Board Member Karnes County Healing Hearts Ministry
Leadership board member and treasurer United Methodist Church
Certifications
Certificate of training -Public Funds Investment Act
Any information uploaded, such as a resume, or input by the user is owned solely by the user, not LiveCareer. For further information, please visit our Terms of Use.