Financial Manager/Financial Specialist, Principal
06/2010 to
Present
Department of Commerce –
Boise,
ID
-
Manage up to eight employees in multiple functions including human resource, information technology (IT), fiscal and shared services
- Prepare the department's annual legislative budget.
- Oversee and develop a financial program
integrating national accounting, auditing, or budgeting standards, federal and
state guidelines and procedures, and agency policies
- Direct the preparation/prepare a variety of
professional financial documents and review/approve the final product.
- Evaluate
financial systems, recommend course of action,
and implement changes
- Perform complex internal or external financial,
compliance, operational, and performance audits, and develop and manage a
department budget
-
Provide oversight and management for the
department's IT functions
- Develop financials to reflect Commerce's organizational structure; provide monthly financial reports to
managers; provide training to new management staff to understand state
financial system
- Manage the position and functions of the
Departments bi-weekly payroll
- Monitor cash and appropriation to ensure that the agency efficiently and effectively provides needed services while staying within budgetary limits
- Plan, direct, and coordinate risk and insurance programs to control risks and losses
- Coordinate and direct the financial planning, budgeting, and procurement
- Maintain current knowledge of organizational policies and procedures, federal and state policies and directives, and current accounting standards
- Conduct or coordinate audit of accounts, programs and financial transactions to ensure compliance with state and federal requirements and statutes
Financial Specialist, Senior
07/2007 to
06/2010
Idaho State Historical Society –
Bosie,
ID
- Manager of Grant Accounting hired to bring the grants program in to compliance with federal and state requirements and mitigate legislative audit findings
- Supervisor of cash management and accounts receivable
- Co-manager of fiscal operations and staff
- Researched and compiled legal documents for grants and projects creating a comprehensive filing system where one never existed
- Evaluated activity on grants already in progress to determine reasonable balances then re-negotiating budgets and the scope of work with the grantor so the agency could meet the deliverable requirements and provide final reporting
- Converted all grant accounting activity to the statewide accounting system meeting the requirement of the audit findings and providing process efficiency and accountability
- Conducted a complete internal financial audit of a seven-year project to determine a cash balance; then worked with the Legislative Auditors and the State Controller's Office to determine how to account for the balance
- Work closely with the executive director to develop projections and budgets for the Department of Financial Management (DFM) and the legislature
- Re-designed the cash management and accounts receivable process by evaluating internal controls and processes, writing policies and procedures, creating working document templates and providing training
- Provide executive oversight for grant applications including grant writing and working with consultants
- Proficient in creating reliable ad-hoc reports using the states data warehouse
- Co-authored a business plan with the Executive Director for the Museum Retail Store
- Serve on the executive funding and communications committee for the agency
- Provide on-going training for administrator's on preparation for Audit and work group discrepancies in cash management
Financial Specialist
06/2005 to
07/2007
Panhandle Health District –
Hayden,
ID
- Analyze financial information across multiple systems and prepare entries
- Work directly with the Fiscal Officer in the preparation of the GASB 34 Financial Statements, preparing for and working through the legislative audit
- Maintain general ledger including adjusting journal entries and fiscal year end transactions
- Maintain agency descriptor tables and classification structure on the Statewide Accounting and Reporting System (STARS)
- Responsible for monthly grant/contract billings including interagency billing and various financial reports
- Responsible for monitoring daily deposits including electronic funds transfers
- Train agency personnel on accounting related issues including training program managers on budgets, classification structure and sub-objects
- Pre-audit, review and release of accounting transactions
- Develop and maintain program budgets
- Responsible for daily cash management, investing, and reconciliation
- Worked as a team member on the Health District's Continuity of Operation Plan (COOP)
- Evaluate and monitor internal controls for the agency
- Mentor and support technical staff
Financial Specialist, Senior
07/1995 to
05/2005
Office of the State Controller –
Boise,
ID
- Analyze financial information across
multiple systems and prepare entries
- Develop;
test; and implement system modifications
- Monitor
financial activity through accounting systems to affirm compliance to Generally
Accepted
Accounting Principles (GAAP), State Code, Statewide Standards for Financial
Controls, and Administrative Rules
-
Apply GAAP and Governmental Accounting
Standards Boards (GASB) guidelines for the
completion
of the States Comprehensive Annual Report (CAFR)
-
Provide expertise in the accounting of
statewide assets
- Monitor and
setup system security, by evaluating internal controls, for users of the
statewide
accounting and reporting systems
- Supervise the training and documentation
section including hiring, training, monitoring
and
evaluating staff
- Write technical and end-user documents to
support the statewide accounting systems
- Develop
training materials and train end-users on governmental accounting practices
and
accounting system utilization
- Provide statewide accounting helpline
customer support
- Liaison
between bureaus within The Division of Statewide accounting and outside
agencies
Office Manager
02/1991 to
06/1991
Coen & Warren, Inc. –
Charleston,
SC
Office Engineer
10/1990 to
01/1991
Greiner Engineering –
Reno,
NV
Office Engineer/Manager
07/1989 to
10/1990
Sundt Corp. –
Tucson,
AZ
Investment Representative
02/1989 to
07/1989
Davis-Monthan Federal Credit Union –
Tucson,
AZ
Office Manager/Draft Person
02/1988 to
02/1989
Rogers, Gladwin & Rothman –
Tucson,
AZ
Corporate Tax Intern
02/1992 to
07/1995
J.R. Simplot Co. –
Boise,
ID
