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Budget & Finance Director Resume

Greeley, CO

SUMMARY:

  • Financial Controller and Accounting Manager who conducts all aspects of financial management including corporate accounting, governmental accounting, tax accounting, regulatory and financial reporting, budgeting and forecasts preparation.
  • Expertise is in defining internal control policies and procedures, completing financial reports for the boards and banks, ensuring ontime reports, payroll AR/AP processing, and preparing contracts and grants.
  • Success directing all accounting operations including billing, A/R, A/P, GL, Cost Accounting, Inventory Accounting and Revenue Recognition. Core competencies include financial statement preparation, regulatory reporting, month - end / year-end closing, quality control and cash / investment management.
  • Proven performance assessing organzational issues to gain an understanding of current procedures, then offering recommendations designed to improve existing processes or introduce new systems.

TECHNICAL SKILLS:

  • SAP
  • Excel
  • Cougar Mountain
  • RFMS
  • QuickBooks
  • ATX
  • Great Plains
  • MS Works
  • Llama
  • Caselle
  • Finance Plus
  • ADP
  • Banner
  • Innoprise

PROFESSIONAL EXPERIENCE:

BUDGET & FINANCE DIRECTOR

Confidential | Greeley, CO

Responsibilities:

  • Partnered with department leaders in developing and managing the public works budget while controlling expenditures. Scope encompassed overseeing the grant program, and drafting and monitoring department contracts.

FINANCE DIRECTOR

Confidential | Platteville, CO

Responsibilities:

  • Managed financial records for the town, which entailed financial planning, accounting, revenue administration, treasury management, A/P, A/R, payroll and benefits management.
  • Collaborated with external auditors to plan, prepare and finalize annual audits.
  • Additionally, served as ‘go-to’ resource on financial matters, providing answers to finance-related questions at board meetings and planning sessions.

ACCOUNTANT

Confidential | Greeley, CO

Responsibilities:

  • Recruited to oversee resolution of Fixed Assets and Sales Tax issues.
  • Responded to customer inquires regarding sales tax policies, updating new and retired assets for the City, and rectifying sales tax accounts.
  • Additionally, served as accountant for specified government funds and compiled various sections of CAFR.

TEMP ACCOUNTANT II

Confidential | Brighton, CO

Responsibilities:

  • Focused on stabilizing the bank reconciliation process for all cash and investment accounts.
  • In addition to improving the payroll liability reconciliation process, established standard procedures for current accounting process.
  • Stabilized bank reconciliation process for all cash and investment accounts.
  • In addition to improving payroll liability reconciliation process, established standard procedures for current accounting process.

ACCOUNTANT

Confidential | Greeley, CO

Responsibilities:

  • Administered all aspects of Accounts Receivable, as well as Credit Manager Functions.
  • Scope included developing procedures for Accounts Receivable and Collections. Demonstrated proficiency in software through self-taught approach.
  • Slashed new customer time from 3 ½ weeks to 1 week after acquiring credit manager process from sales department.
  • Inherited payroll functions: ran 70+ employees through ADP on a biweekly basis and performed all journal entries.

ACCOUNT ANALYST

Confidential | Greeley, CO

Responsibilities:

  • Balanced, analyzed, researched and corrected differences in assigned portfolios.
  • Deisgnated to administer one of the largest portfolios. Provided training to new employees on bank reconciliation procedures, encompassing collections, expense, suspense and personal property taxes.
  • Reduced process time from 1 month to 2 weeks with the implementation of new procedures.
  • Conceptualized procedure for balancing and analyzing holding general ledgers for transferring between 2 different software packages.
  • Consistently gained recognition for going above and beyond assigned duties.

PRINCIPAL ACCOUNTANT

Confidential

Responsibilities:

  • Principally directed this firm, which provided accounting services for up to 20 clients on a monthly basis.
  • Administered clients payroll and reports, financial statements, bank and general ledger reconciliations.
  • Additionally, completed individual, partnership and corporate tax returns for ~400 clients.

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