Resume

Finance Director

Location:

Orem, UT

Salary:

$130,000

Posted:

February 14, 2020

Contact this candidate

Resume:

Career Objective: Financial Director

Dedicated CPA and finance professional with more than 22 years of finance management experience as an auditor, accounting manager, assistant chief financial officer, and finance director. 16 years progressive experience leading complex and demanding finance department operations, including: general ledger accounting; treasury operations; municipal investing and portfolio management; debt management; and budgeting functions. Experienced in automating processes; implementing and overseeing computer and financial systems; strengthening internal controls; establishing accounting processes, systems and best practices, and improving department and entity-wide operations. Dedicated to mentoring team members and establishing teams that work together in a synergistic manner, while cultivating an environment of mutual respect and quality performance.

Experience

CERTIFICATES AND DISTINCTION

Certified Public Accountant, California (inactive) - 3/1990, Arizona (Active) – 2/2000

Certified California Municipal Treasurer (CCMT)

PROFESSIONAL EXPERIENCE

RUDOLF J. LIVINGSTON, CPA – OJAI, CA

Sole Proprietor, January 1988 – Present

Provide accounting, bookkeeping, and consulting services. Tax preparation and consulting services for non-profit, partnerships, estates and trusts, and individual income taxes.

CITY OF OJAI — OJAI, CA

Finance Director/Deputy Treasurer/ Investment Officer, January 2015 to October 2019

Responsible for all finance operations of each fund of the city, worked closely with human resources and information technology. Manage all accounting, financial reporting & analysis, budgeting, and treasury operations of the city. Work closely with department heads to make needed changes to improve processes, policies, internal controls, lead city staff, and carry out the direction of City Council. Forecast revenues and expenditures and prepared the annual operating and capital budgets, as well as annual and interim financial statements. Responsible for all investment decisions and management of the City’s treasury portfolio.

Key Results:

Maintained General Ledger and budgets for 17 funds of the city.

Created a new investment policy to incorporate best practices, strengthen internal controls, authorize investments that will preserve capital, and provide a reasonable return on investments.

Revised departmental and city-wide practices, policies, and procedures to strengthen internal controls which will protect city assets and employees.

Cross-trained staff and reassigned them to allow for greater flexibility and to strengthen internal controls.

Revised internal controls, policies, and procedures to protect the city, employees, and public funds.

CITY OF SAN BUENAVENTURA — VENTURA, CA

Assistant Chief Financial Officer/Deputy Treasurer May 2011 to January 2015

Responsible for the daily operations of the Finance & Technology Department including managing the Accounting & Financial Reporting, Financial Analysis & Budgeting, Purchasing & Contracts, and Treasury operations of the city. Lead the Accounting and Treasury divisions of the city, including all investment decisions and management of the City’s $150 million portfolio. Worked with Finance and other departments to improve accounting and financial reporting.

Key Results:

Maintained the general ledger for 23 separated funds of the city and prepared the combining financial statements.

Implemented a continuing program to cross-train and mentor team members to provide depth and backup to all positions in Finance, as well as improve efficiency in department operations.

Increased teamwork and improved interactions with other staff and customers.

Reorganized and reassigned duties within the Accounting team to more fully utilize the strengths of each team member and to form effective and more efficient operations.

Strengthened internal controls throughout the City to reduce the risk of fraud and to protect against fraudulent activities.

Successfully led the implementation of financial statement preparation software in order to reduce staff time provide for more efficient financial statement preparation in the future.

CITY OF SANTA BARBARA — SANTA BARBARA, CA

Accounting Manager, November 2003 to May 2011

Managed all operations of the Accounting Division, including general ledger maintenance, grant accounting, financial reporting, payroll, accounts payable, and utility billing & customer service activities. Prepared the Comprehensive Annual Financial Report (CAFR) and other financial reports for the City. Managed all City audits, including financial statement audits, transportation, and other grant audits. Trained staff from all departments in accounting, internal controls, and the use of financial systems.

Key results:

Provided regular written and televised presentations to Finance Committee and City Council;

Received the Government Finance Officers Association Award for Excellence in Financial Reporting.

Worked with IS and outside consultants to develop a data warehouse to allow our users to easily access and analyze information from our legacy general ledger system;

Co-project manager with IS to replace our utility billing system and select a new ERP system;

HENRY & HORNE, P.L.C. – PINETOP, AZ

Accounting & Tax Manager, 12/1997 to 11/2003

Provided professional accounting services to municipal governments, special districts, non-profit organizations, businesses, and individuals. These services included financial and management consulting and financial audits. Supervised professional and administrative staff in an array of services provided to clients. Maintained and administered the computer network for the Pinetop Office and related computing environments. Trained employees and managed tax audits for clients.

Key results:

Successfully converted office computers to paperless audit software.

Member of the firm-wide Audit and Accounting Committee.

Trained clients in governmental accounting and financial accountability.

Successfully converted governmental clients to the GASB 34 model of financial reporting.

Education & Volunteer Service

BRIGHAM YOUNG UNIVERSITY — PROVO, UT

Bachelors of Science in Accounting, Minor in Business Fundamentals

Volunteer Service: California State Municipal Treasurer's Association (CMTA) – Past President April 2018- April 2019, President April 2017- April 2018, President-elect April 2016-April 2017, Board member – Ojai Homeless Shelter – Boy Scouts of America (Assistant scoutmaster and several committee positions) – Ojai Valley Little League (manager & coach) – Ojai Eagles Youth Football (assistant coach, board member, videographer) – LDS Church (internal auditor, leadership & administration, financial clerk, temple worker) – Nordhoff HS football videographer – Nordhoff High School athletic booster club (Board member and Treasurer) – Teacher’s aide at Topa Topa Elementary School.

Professional References

Robert Clark

Labor and Employee Relations Manager -County of Santa Barbara

Former City Manager – City of Ojai

805-***-**** (office)

760-***-**** (cell)

adbrwm@r.postjobfree.com

Sandra Repede

Budget Manager (retired) – City of Ventura

805-***-**** (Cell)

adbrwm@r.postjobfree.com

Michael Pease