Finance Director Resume Example
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FINANCE DIRECTOR
Summary
Accomplished Administration and Financial
Manager with history of overseeing multi-million-dollar operations. Strategic planning offering demonstrated track record and
core strengths in financial reporting, third party billing, and employee
training. A team player supporting the
organizations objectives, policies and procedures.
Highlights
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Accomplishments
- Prudential Financial Award of Distinction, Florida Tax Watch, Fl Council of 100, State of Florida
- Certificate of Achievement in Financial Reporting, GFOA, District of Columbia, Government, Washington, DC
- Reviewer, Government Finance Officer Association, Certificate of Achievement Program
- Certificate of Achievement in Financial Reporting, City of Bowie, MD.
Experience
Finance Director03/2012 to 09/2014Unitedhealth GroupDallas , TX
- Responsible for overall management of the financial operations including accounting, contracting, purchasing and financial reporting through budget control and effective planning.
- Supervised and assisted purchasing division in developing solicitation and evaluating responses to compile a qualified bidders list for all services and construction type contracts.
- Monitored performances by contractors to ensure compliance with all terms and regulations. Ensure all required inspections were conducted and progress reports were completed as delineated prior to scheduling of payments as outlined in contractual agreement.
- Developed Center's budget, financial forecasts, projections, and cost analyses.
- Served as financial and administrative liaison between US Dept of Labor and contractor for Job Corps. Established financial acquisition controls and evaluated potential program expenditures directed the efforts of the procurement area in administration of subcontracts of services, rentals, etc.
- Ensured compliance with established budgets, purchase limitations, material control procedures, travel restrictions and general contract requirements and limitations.
- Ensured data integrity and quality control through daily, weekly, monthly and quarterly audits and monitoring.
- Evaluated staff performance, provided staff training, and ensured Center's financial and administrative functions are in compliance with Federal Laws and contractual compliance.
Director of Finance & Accounting06/2005 to 07/2007Montana State University, IncBozeman , MT
- Managed the financial operations for the Department.
- Supervised the following divisions: revenue management, contracts, grants, billing, accounts receivables and accounts payable.
- Developed County's 30 million annual budget.
- Prepared the Core contract between Florida State DOH and Sarasota County Government for County's share of operating cost.
- Extracted and prepared reports from the States financial accounting system to monitor revenue and spending activities.
- Formulated and revised financial policies to implement, maintain and monitor internal control procedures
- Prepared the annual Medicaid cost report;
- Preparing grant and foundation proposals;
- Represented the agency before Board of County Commissioners during budget approval;
- Performed revenue and expenditure analysis to ensure compliance with State regulations.
- Approved all personnel actions in web based (People First) personnel and time keeping state-wide data base;
- Approving all vendor and contractual payments via web based (My Florida Market Place) system;
- Performed monthly analysis monitoring trust fund balance ensuring amount remained within the 8.5% - 12% of authorized budget;
- Supervised financial staff's work and training.
Sr. Management Analyst II06/2004 to 06/2005Capital VacationsSapphire , NC
- Prepared 30 million annual budget
- Ensured Health Department maintained compliance with Federal and State requirements.
- Developed RF-P's for non technical contracts utilizing State principles, policies and procedures in both pre- and post awarding of contracts for the Sarasota County Health Department.
- Examined and monitored all contractual agreements between the Agency and suppliers of materials and/or labor.
- Provided and analyzed each division weekly financial reports monitoring budgeted expenditures against actual, approved all budget modifications to ensure overall Agency would not have any shortfalls.
Independent Contractor08/2002 to 07/2004Tetra Tech, Inc. NY
- Independent contractor with the SC Municipal Association providing member municipalities budgets, procurement and accounting policies and procedures..
- Conducted training sessions on creating a budget from scratch for elected and appointed municipal officials.
- Participated in training sessions at the annual conference of the Municipal Association of South Carolina.
City Administrator, (City Clerk and Treasurer)08/2000 to 09/2002Apple Inc.Middletown , MA
- Supervised the administration of all departments, and agencies within the City.
- Assisted the Department Directors with planning and coordinating the duties of the departmental staff (Finance, Administration, Police, Fire, Streets & Sanitation, Water & Sewer and Parks & Recreation).
- Responsible for developing, monitoring and disseminating the City's 10 million Budget to both internal and external sources.
- Writing, reviewing and awarding City wide Contracts, for goods and services. Direct supervision over the Grants and the Accounting division (purchasing, travel, training accounts payable, accounts receivables, revenue management).
- Established a computerized data base to monitor up-to-date tracking of records, reports and analysis of activities.
- Prepared and submitted the annual and capital improvement budget and monthly financial statements and reports.
- Prepared Annual Comprehensive Financial Report.
- Served as the Grants Manager, Purchasing agent and Contracting agent for the City; established fees for service and user fees rates for Water, Sewer and Garbage Collections.
- Liaison for City representing the governing body while communicating with other Federal, State and Local government representatives.
- Responsible for the overall operations of the City.
Director of Administration and Finance 06/1998 to 08/2000Minnesota City JobsMarlborough , MN
Responsible for all the administrative and financial operations for a nonprofit long term care mental health facility.
Responsible for and performed duties including: accounts payable, accounts receivables, purchasing, revenue management, human resources, annual fund raising/contribution drive.
Oversight responsibility for space planning, inventory, rental collections, and fund raising.
Developed the organization's annual budget and prepared monthly financial reports for review by Board of Directors.
Responsible for and processed payroll, contracts, 3rd party billings, and personnel actions.
Financial Services Coordinator02/1997 to 06/1998Maryland Small Business Development CenterBig Stone County , STATE
- Responsible for administering the financial services for the statewide Federal SBA Grant Program.
- Prepared statewide program budget for approval by Maryland legislators and SBA.
- Reviewed all sub-contracts for compliance and pre-award
- Approved and processed all reimbursement requests for subcontractors, performed audits, grant management and year end closeouts.
Director of Finance & Administration01/1993 to 01/1997S.C. Dept Of Mental HealthCity , STATE
- Managed all financial and administrative functions for agency including: budget development accounting activities, Medicaid, Medicare and third party billings personnel payroll and contracts and procurement.
- Established and maintained performance measures, productivity standards and reports.
- Direct supervision over administrative and financial staffers.
- Responsible for the financial operation of transitional care facility and permanent housing for those consumers diagnosed as chronically ill.
Financial Manager11/1983 to 11/1992District Of Columbia GovernmentCity , STATE
- Executive Budget Office Office of Campaign Finance Office of the Controller Department of Consumer and Regulatory Affairs.
- Managed fiscal operations including, budgeting, accounting, payroll, contracts and procurement, grant management, close outs and preparation of the Comprehensive Annual Financial Report.
- Assisted in presenting and defending agencies' budgets before US House Appropriations Committee hearings.
- Supervised all accounting, budgeting, contracts and procurement's and payroll staff.
Budget Coordinator01/1979 to 11/1983City Of BowieCity , STATE
- Developed both annual and Capital Improvements budgets for the City.
- Directed accounting activities for Enterprise Fund
- Supervised Investment activities.
- Performed year-end closeouts and prepared Comprehensive Annual Financial Report.
City Administrator
Education
Internal Auditing
Gov Finance Off Assoc. Washington, DC United States
Technical or Occupational Certificate03/1990
SC Certification: Contracts and ProcurementSC State TrainingCity, State, USA
Federal Audit Policies Cost Accounting, Uniform Requirements and AppealProcess
Accounting12/1982Prince Georges Comm CollegeCity, State, USAGPA: GPA: 3.0GPA: 3.0 Credits Earned: 25 Semester hours Accounting
Bachelor's Degree: Pol Science Pub Administration06/1976FLORIDA A&M UNIVCity, State, United StatesGPA: GPA: 3.2 Cum LaudeGPA: 3.2 ;Cum Laude
LawNorth Carolina Central LawCity, State, United StatesGPA: GPA: 2.0Law School Coursework Completed: Legal Research and Writing, Contracts I and II, Property I and II, Criminal Law I and II, Civil Procedure I and II, Torts I and II, Decedents Estates I & II, Evidence, Corporations, Taxes, Constitutional Law I and II, Uniform Commercial Code, Professional Responsibility.
Professional Affiliations
2007 Prudential Financial Award of Distinction, Florida Tax Watch, Fl Council of 100, State of Florida
1990 Certificate of Achievement in Financial Reporting, GFOA, District of Columbia, Government, Washington, DC
1991 Reviewer, Government Finance Officer Association, Certificate of Achievement Program
1982 Certificate of Achievement in Financial Reporting, City of Bowie, MD.
Additional Information
Elected position; Bamberg County District II School Board
Bamberg County Mental Health Association; Treasurer
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Resume Overview
School Attended
- SC State Training
- Prince Georges Comm College
- FLORIDA A&M UNIV
- North Carolina Central Law
Job Titles Held:
- Finance Director
- Director of Finance & Accounting
- Sr. Management Analyst II
- Independent Contractor
- City Administrator, (City Clerk and Treasurer)
- Director of Administration and Finance
- Financial Services Coordinator
- Director of Finance & Administration
- Financial Manager
- Budget Coordinator
- City Administrator
Degrees
- Internal Auditing
Gov Finance Off Assoc. Washington, DC United States
Technical or Occupational Certificate 03/1990
Governmental Accounting, Auditing and Financial Reporting National Educ. Inst. Washington,, DC United States Technical or Occupational Certificate 03/1989
SC Certification : Contracts and Procurement
Federal Audit Policies Cost Accounting, Uniform Requirements and AppealProcess
Accounting 12/1982
Bachelor's Degree : Pol Science Pub Administration 06/1976
Law
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