Accomplished Certified Public Finance Administrator (CPFA) and Certified Public Funds Investment Manager (CPFIM). Ten years of hands-on experience in accounting, annual operating and capital budget development, financial analysis, cost benefit analysis, financial forecast and modeling, treasury management, debt and risk management. Develop and implement financial policies and procedures. High proficiency in computers, good experience with many accounting, budgeting, payroll, and billing software. Have excellent knowledge with Excel, Publisher, Power Point and Word applications.
June 2011 to January 2016Finance Officer Plymouth, Washington North Carolina
Planed, organized, and oversaw all aspects of the County's financial operations including financial analysis, financial reporting, debt management, investment management, budget development and implementation.
Prepared monthly and quarterly County's financial position to ensure availability of cash to meet due debt payments and other operating expenses.
Developed implemented financial policies and procedures; prepared financial reports and a Comprehensive Annual Financial Report (CAFR).
Prepared, developed and monitored County budget and compliance financial policies and procedures.
Prepared and analyzed statistical reports on actual and budgeted financial information.
Provided financial analysis guidance and training to department heads, and agencies'' personnel.
Worked with external auditors to provide details and analysis to support annual financial statements Management of billing and collections with 3 ,710 water connections Provided financial analysis, reports and recommendations to County Manager and Commissioners.
Accomplishments: Implemented MCSJ financial software for all financial Implemented new budget practices and policies leading to increasing and stable reserve Implemented the first County's fund balance policy and revised purchasing polic y.
Received GFOA awards for excellence in government finance every year from 2011- 2015 Refinanced general obligation bonds for lower rates, saving the County over $1.8 million over ten years.
Initiated and coordinated $1.4 million Community Development Block Grant (CDBG) for economic development to industrial area and airport.
Wrote and awarded $500,000 State grant for Regional Library renovation Implemented internal controls including new procedures for County credit card use.
January 2008 to January 2011
consulting with local governments in Mecklenburg County, NC and municipalities around Charlotte.
General accounting, budgeting preparation and presentation Financial analysis and reporting Financial policies and procedures development, Grant writing and reporting Investment management Assisted with preparing Comprehensive Annual Financial Report (CAFR).
Fletcher IncorporatedJanuary 2007 to January 2008Chief Accountant Fletcher, North Carolina
Assisted the Chief Finance Officer in directing all operations of the finance department and provided professional and administrative accounting services to the organization.
Performed fiscal and trend analysis, revenue forecasting, capital budgeting and planning, financial reporting and related financial management tasks.
Reviewed operational performance relative to t he approved budget and recommended corrective actions as needed.
Provided direction and guidance in the preparation of journal entries, work papers, reconciliation, and grant claim and ensure proper documentation.
January 2006 to January 2007Finance Director/Treasurer Kiawah Island, South Carolina
Prepared annual and capital budgets and the annual audit, and supervision of purchasing, assets record keeping, long-term financial and other financial aspects.
Planned for the efficiency and effective delivery of finance department services, oversaw the investment of all Town funds, Coordinated the preparation of the Comprehensive Annual Financial Report (CAFR), and managed county, state and federal grant programs.
City of Center LineJanuary 2004 to January 2006Finance Director/Treasurer Center Line, Michigan
Responsible for directing all operations of the finance department and provides hands-on professional and administrative accounting services to the City including financial analysis, audit, payroll, investments, utility billing and debt management.
Prepare annual budget, monthly and quarterly reports, and Comprehensive Annual Financial Report (CAFR).
Developed and maintained policies and procedures for citywide financial operations, reporting, preparation and filing for government programs and grants.
Prepared property tax roll, collected and distributed tax money for the State, County and three school districts Administered the Police and Fire Retirement Investment Plan.
January 2001 to January 2004Financial Analyst Corunna, Michigan
Developed the $15 million County annual operating budget; worked with department heads to project revenues and expenditures.
Assisted the County Administrator in strategic planning and budget management; cost/benefit analysis; and in securing funds for projects.
Managed tight deadlines for budget preparation, accounts payable, receivable, financial reporting, and coordinate yearend audit process.
University of North Carolina School of Government Central Michigan UniversityMaster of Public AdministrationChapel Hill - North Carolina Courses summary Capital Financing in Local Government, Fund Accounting Principles & Practices, Government Accounting and Financial Reporting, Accounting and Auditing, Budgeting in Local Government, Managing the Finance & Tax Office, LGFCU Fellow Leading for Results for Local Government Professionals
Central Michigan UniversityMichigan
Treasury Management CertificationMichigan
Andrews University MichiganBachelor of Business Administration
Government Finance Officers Association - (CAFR) - Review Board Member North Carolina Government Finance Officers Association - Associate Member Association of Public Treasurers of United States and Canada Review Board Member North Carolina Local Government Budget Association Planning Committee North Carolina Local Government Investment Association - Member North Carolina Cash Management Trust - Regional Advisory Board Member