Experienced Administrative Manager professional with strong leadership and relationship-building skills. Pro-active and progressive 30 year career with extensive experience in finaicial management and regulatory compliance. Demonstrates a hands-on management style in strategic planning, development and leadership. Accountable for training and building a team environment resulting in retention of motivated employees and high productivity. Exceptional computer skills, maximizing efficiency and producing high levels of revenues.
Manages, plans, organizes, and supervises the collection and monitoring of City funds derived from business tax revenues and various city permits.
Plans, develops and coordinates the preparation of the citywide Annual Single Audit for grants awarded to the City of Fresno along with functioning as the Citywide Audit Liaison for all grant audits. Participates in financial review, analyze findings and provides responses to internal and external auditors.
Responsible for compiling the Finance Department's annual operating budget, forecasting and mid-year reviews.
Manages over 20 staff in the Business Tax Unit, Collection Unit, and various administrative staff along with representing the Finance Department as the Personnel Hiring Manager. Assists all managers in related personnel matters including hiring, disciplining, coaching and investigations. Collaborative and consistent managarial efforts to maintain employee morale and ethical standards to stay compliant with City Administrative Orders. Works closey with HR when indidents occur to ensure a fair and equitable outcome.
Extensive knowledge and experience with Emergency Preparedness and Continuity of Operations and is the Finance Safety Officer
Planning, working with other City personnel, preparing and analyzing schedules for preparation of the City's Annual Single Audit (SEFA) in accordance with the OMB Circulars regulatory requirements. Coordinates the audit of the SEFA with external auditors and functions as liaison between auditors and departments.
Acts in the capacity of the Finance Budget Officer; complies and provides cost analysis and information to assist in developing the annual proposed Budget Plan; monitors budget expenditures to ensure budget parameters are not exceeded; provides technical direction concerning preparation of schedules and justifications for operation division managers.
Evaluates and analyzes extensive data submitted annually for the City's self-insured programs including Workers Compensation, Property & Liability, and Health & Welfare Insurance benefits for actuarial evaluation. Advises City Management of trends in Loss Development trends and recommended Loss Control for departments.
Directly manages over 20 employees the Business Tax Division and the Home Loan Collection Unit. Fostered an environment of open communication along with promoting a healthy work environment with honesty, integrity, and respect for all employees. Achieved increases in revenues for the General Fund in excessive of 20% due to inspired and empowered staff along with automation of processes and implementing new Business Tax software.
Conducts a variety of research and other assigned projects by compiling and reviewing internal and external organizational information; recommending changes for management consideration; advised other departments as to the need for procedural changes; and serves as a staff resource.
Part of executive management contributing to the Company's financial/management analysis, strategic planning, regulatory compliance and business development. Management and oversight of all finance operations, which include daily operations, auditing, and statutory reporting, general ledger, budgets, payroll, departmental cost accounting, training, collections, A/P and A/R, preparation of monthly financial statements, and other administrative functions of the department. Developed, directed and coordinated the preparation and filing of all required statutory regulatory financial statements.
Main individual involved in the analysis, development setup and implementation of the Company's Workers' Compensation Premium/ Receivable software and Statutory accounting system. Coordinated the collection of data for internal control analysis, including accounting system design and operational control.
Established and maintained employee benefit programs for over fifty employees including 125K Plans, diversified Health Benefits, 401K Retirement structure and administration, and provided front-end guidance to outside administrators.
Hired, trained, and supervised new emplyees for Regulatory Compliance, Finance and Bookkeeping, Auditing, and W/C Claims departments. evulated staffimg needs and prepared recommendations to executive management.
Represented the ddepartment on administrative and financial matters before the Board of Directors and State agencies.
Served as Company's Vice President and Corporate Secretary at Board meetings and maintained the Corporate Minutes for eight (8) years.
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