Project Manager Management

Scott A. Williams

(***) ***-

**** *****@*****************.*** http://scottwilliamscv.com http://insidefinance.org

PROFILE AND QUALIFICATIONS:

Experienced financial and managerial leadership combined with a strong technical skill set: Excel modeling and

reporting with financial systems; conducted Excel and analytics software training. Strong emphasis on

workflow updating and process improvement. Experienced in several major system conversions including

current role as project manager.

DISTINCTIVES:

Successful project management through effective communication, collaboration with staff and

organizational leadership, and innovative, hands on process improvement.

Evaluation of workflow for innovation opportunities, efficiency and problem solving. Development of tools

for analytics, database, and other tools for querying data, financial reporting, management of workflow for

accounting staff and training.

Analysis of financial trends: budget to actual, variance analysis, revenue and statistical, investments and

commercial banking. Preparation and review of financial statements, audit and compliance, oversight of

PBC requests and preparation of audit work papers.

Positions held: Financial Analyst, Project Manager, Senior Accountant, Assistant Controller.

EDUCATION AND MEMBERSHIPS:

MBA California State University, Monterey Bay

B.S. Business Administration The Master s College

California Society of Municipal Finance Officers

International City/County Management Association

Association of Certified Fraud Examiners

Institute of Management Accountants

EXPERIENCE:

Accountant (managerial)/City of Sonoma

Sonoma, CA 04/11 Present

Developed and implemented a vision for the department in conjunction with a well-

established working

relationship with executive leadership for automation, improvement and implementation of technology

and workflow systems: paperless reporting, project collaboration and staff development.

Successfully completed the Fiscal Year End Audits and Redevelopment compliance reporting: preparation

of work papers, analysis and reporting for audited financial statements.

Highly successful change management in the areas of updating cash management procedures, reduction of

manual tasks, safeguarding financial controls and implementation of department cost reduction.

Staff development including skill set improvement resulting in additional assigned duties, staff promotion

and inter-

departmental collaboration.

Project management of a major financial system conversion (current): formal promotion to Project

Manager for financial system software; successfully presented case to Council, issued RFP, obtained

support City leadership and currently working to implement.

MBA Program Studies

01/10 12/11

Director of Accounting/Idahy Credit Union

Boise, ID 02/09 11/09

Provided leadership and coordination with technical, executive and accounting staff for implementation of

financial software. Wrote procedures, tested, trained staff and set up templates for reconciliation.

Created trend operational financial statement models for analysis, commentary and reporting to executive

team see work samples. 5300 Call Report and Federal Reserve Reporting.

Management of financial staff, reviewed work, and development of advanced spreadsheets.

Owner/West Valley Accounting and Big Toy Rental, Inc.

Meridian, ID 02/06 02/09

Strong emphasis on customer relations resulting in building reputation based references and a 20% year

over year increase in revenues.

Analysis of financial trends, budgeting, statistical analysis; reporting for commercial banking.

Created databases, financial reports, web based tools and procedures for operation see work samples.

Financial Analyst/City of Boise

Boise, ID 03/05 06/06

Successful authoring and training department managers and staff with analytical software (Microsoft

ProClarity).

Created financial trends study for City Council as part of year-

end budget package for accurate analysis of

City's financial position and forecasting -

see work samples.

Analysis of financial trends, statistical analysis, reporting and independent projects.

Tested and assisted with budget and general ledger system conversion (PeopleSoft).

Accountant II/California State University

Vallejo, CA 11/03 10/04

Authored syllabus and provided training for intermediate and advanced Excel -

see work sample.

Assist with preparation of GAAP financial statements and audit reports and independent projects.

Tested and assisted with general ledger system conversion (PeopleSoft).

Financial Analyst/Waste Management

Napa, CA 07/00 07/03

Preparation of financial statements, budget to actual analysis, projections, statistical analysis, coordinated

audits, and assistance with forecasting.

Administrated internal and external audits including compilation and oversight of PBC requests,

presentation of financial data, and staff coordination.

Development of advanced spreadsheets, database, and other projects for querying data, financial

reporting, and management of workflow for accounting staff and review of work.

Tested and assisted with general ledger, fixed asset and accounts payable system conversion (PeopleSoft).

Accountant /Solano County

Fairfield, CA 07/98 -

06/00

Supervisory position over general accounting functions including fund and revenue analysis,

reconcilement, GL reporting, month end close and reporting, disbursements, journal entries, daily deposits,

and payroll. Supervision including training, organizing, analysis and revision of procedures, and workflow.

REFERENCES: Please see website for letters of recommendation and other background information.

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