HomeMy WebLinkAbout2005-08-11 Board of Selectmen HandoutPOSITION DESCRIPTION
Class Title: Town Accountant
Department: Accounting
Division: '
Date: 05/17/05
Job Code: Officials & Administators
Grade Number: 17
Union: Non
Location: Town Hall
GENERAL PURPOSE
This is a department head level position which performs technical and administrative
work in maintaining the financial records of the Town.
SUPERVISION RECEIVED
Appointed by the Board of Selectmen annually and works under the general supervision
of the Town Manager.
SUPERVISION EXERCISED
Supervises accounting and retirement support staff.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Determines work procedures and expedites work flow; studies and standardizes
procedures to improve efficiency and effectiveness of operations.
Responsible for maintaining accurate financial records of the Town and prepares the
annual financial statements of the Town.
Responsible for internal audits of Town and School Departments.
Prepares a variety of studies, reports, and related information for decision-making.
Prepares financial reports and provides financial data as required or requested by Federal,
State, or other governmental jurisdictions, investment bankers, and bond rating services,
educational and research organizations, auditors and actuaries, citizens and taxpayers.
Advises Town and School officials and departments in their day to day financial
administration.
Certifies the accuracy and legality of all financial transactions.
Responsible for the administration of the Town's retirement system.
PERIPHERAL DUTIES
Serves as a member of various employee committees.
One of five members of the Contributory Retirement Board.
DESIRED MINIMUM QUALIFICATIONS
Education and Experience:
(A) Graduation from an accredited four-year college or university with a degree in
accounting, business management, finance or a closely related field, and
(B) Minimum of three (3) years of accounting experience (pursuant to the Town
Charter).
(C) Certification as "Certified Governmental Accountant" desirable;
(D) Certified Public Accountant is desirable.
Necessarv Knowledge. Skills. and Abilities:
(A) Extensive knowledge of accounting and auditing theory, principles, and practices.
(B) Considerable knowledge of governmental accounting and financial reporting
standards.
(C) Knowledge of the School Building Assistance Program.
(D) Understanding of Commonwealth of Massachusetts' "Uniform Municipal Accounting
System" manual.
(E) Understanding of Commonwealth of Massachusetts General Laws pertaining to
municipal finance and to retirement.
(F) Understanding of applicable Federal, State, and Local regulations pertaining to
financial management.
(G) Ability to supervise staff.
SPECIAL REQUIREMENTS
Per Reading Home Rule Charter, the Town Accountant shall have at least three years of
accounting experience before being appointed.
TOOLS AND EQUIPMENT USED
Personal computer, including spreadsheet and word processing software; mainframe
financial computer system; telephone; calculator; copy machine.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an
employee to successfully perform the essential functions of this job. Reasonable
accommodations may be made to enable individuals with disabilities to perform the essential
functions.
While performing the duties of this job, the employee is frequently required to sit and talk
or hear. The employee is occasionally required to walk, use hands to finger, handle, or feel
objects, tools, or controls and reach with hands and arms. The employee must occasionally lift
and/or move up to 25 pounds. Specific vision abilities required by this job include close vision
and the ability to adjust focus.
WORK ENVIRONMENT
The work environment characteristics described here are representative of those an
employee encounters while performing the essential functions of this job. Reasonable
accommodations may be made to enable individuals with disabilities to perform the essential
functions.
The noise level in the work environment is usually quiet.
SELECTION GUIDELINES
Formal application, rating of education and experience; oral interview and reference
check; job related tests may be required.
The duties listed above are intended only as illustrations of the various types of work that
may be performed. The omission of specific statements of duties does not exclude them from the
position if the work is similar, related or a logical assignment to the position.
The job description does not constitute an employment agreement between the employer
and employee and is subject to change by the employer as the needs of the employer and
requirements of the job change.
Prev. Date: 09/26/95
07/01/99
6
Town Accountant 2
Section 6-5: Town Accountant
Annointment. Oualification, Term of Office - There shall be a Town Accountant,
appointed by the Board of Selectmen. The Town Accountant shall be qualified in
accordance with State law, and shall have at least three (3) years prior full time
accounting experience. The Town Accountant shall devote his entire time to the
performance of his duties and the supervision of the employees of his department. The
Town Accountant shall be appointed in March of every year for a one (1) year term to
run from the first day of the following April and shall serve until the qualification of his
successor. The Town Accountant may be removed by the Board of Selectmen for cause
and the vacancy filled by them in the same manner as an original appointment for the
remainder of the unexpired term.
[Amended November 15, 2004 (Article 16) and approved by vote of the Town on April 5, 20051
Powers and Duties - The Town Accountant shall be subject to the supervision of the
Town Manager. He shall have, in addition to the powers and duties conferred and
imposed upon Town Accountants by General Laws, the following powers and duties:
(a) He shall prescribe the methods of installation and exercise supervision of all
accounting records of the several Town officers and agencies. However, any change
in the system of accounts shall first be discussed with the Town Manager and the
Town agencies affected.
(b) He shall establish standard practices relating to all accounting matters and procedures
and the coordination of systems throughout the Town, including clerical and office
methods, records, reports and procedures as they relate to accounting matters. He
shall prepare and issue rules, regulations and instructions relating thereto that, when
approved by the Town Manager, shall be binding upon all Town agencies and
employees.
(c) He shall draw all Warrants upon the Town Treasurer for the payment of bills, drafts
and orders chargeable to the several appropriations and other accounts.
(d) Prior to submitting any Warrant to the Town Manager, he shall examine and approve
as not being fraudulent, unlawful or excessive, all bills, drafts and orders covered
thereby. In connection with any such examinations, he may make inspection as to
the quality, quantity and condition of any materials, supplies or equipment delivered
to or received by any Town officer or agency. If, upon examination, it appears to the
Town Accountant that any such bill, draft or order is fraudulent, unlawful or
excessive, he shall immediately file with the Town Manager and Town Treasurer
and Chairman of the Finance Committee a written report of his findings.
(e) He shall be responsible for a continuous audit of all accounts and records of the
Town wherever located.
Vacancv - If the Town Accountant is unable to perform his duties because of disability
or absence, or if the office is vacant because of resignation, dismissal or death, the Board
of Selectmen may appoint a temporary Town Accountant to hold such office and exercise
the powers and perform the duties until the Town Accountant who was disabled or absent
Reading Home Rule Charter 21 With all revisions through April, 2005
resumes his duties, or until another Town Accountant is duly appointed. Said temporary
appointment shall be in writing, signed by the Board of Selectmen and filed in the office
of the Town Clerk.
Section 6-6: Town Treasurer-Collector
Annointment. Oualifications. Term of Office - There shall be a Town Treasurer-
Collector, appointed by the Town Manager for a term of one year. The Town Treasurer-
Collector shall be qualified in accordance with State law. The Town Treasurer-Collector
shall devote his entire time to the performance of his duties and the supervision of the
employees of his department.
[Amended November 15, 2004 (Article 16) and approved by vote of the Town on April 5, 20051
The Town Treasurer-Collector shall be appointed in March of every year for a
one (1) year term to run from the first day of the following April and until the
qualification of his successor. The Town Treasurer-Collector may be removed by the
Town Manager for cause, and the vacancy filled by him in the same manner as an
original appointment, for the remainder of the unexpired term.
Powers and Duties - The Town Treasurer-Collector shall be subject to the supervision
of the Town Manager. He shall have, in addition to the powers and duties conferred and
imposed upon Town Treasurers and Town Collectors, by General Laws, the following
powers and duties:
(a) The Town Treasurer-Collector shall supervise and be responsible for the collection
and receipt of all sums and accounts due, owing or paid to the Town including taxes
and fees, and shall act as the Town Collector of Taxes.
(b) The Town Treasurer-Collector shall report to the Town Manager at such times as
he may direct or as he may deem appropriate, but at least semi-annually, as to all
uncollected claims or accounts due or owing to the Town. Such reports shall
include the Town Treasurer-Collector's recommendations as to whether suit should
be instituted on behalf of the Town for the establishment or collection of any claim
or account for the benefit of the Town.
(c) The Town Treasurer-Collector shall supervise and be responsible for the prompt
deposit, safekeeping and management of all monies collected or received by the
Town.
(d) The Town Treasurer-Collector shall be the custodian of all funds, monies, securities
or other things of value which are or have been given, bequeathed or deposited in
trust with the Town for any purpose, including the preservation, care, improvement
or embellishment of any of the Town's cemeteries or burial lots therein. The Town
Treasurer-Collector shall invest the same as directed by the Board of Cemetery
Trustees and the Board of Trust Fund Commissioners and shall distribute the income
therefrom on the order of said trustees or Trust Fund Commissioners.
Reading Home Rule Charter 22 With all revisions through April, 2005 k?0-0~
Roberts, Carol
From: Hechenbleikner, Peter
Sent: Friday, July 08, 2005 8:57.AM
To: Clement, Petra; Roberts, Carol
Subject: FW: Town Accountant Position
To be attached to Pete Dahl's resume, and sent to the Screening Committee.
Pete
-----Original Message-----
From: hjdahl@comcast.net [maiito:hjdahl@comcast.net]
Sent: Thursday, July 07, 2005 1:58 PM
To: Town Manager
Subject: Town Accountant Position
Peter,
As I mentioned in our phone conversation, I would like to be considered for the position of Town
Accountant.
I believe my accounting background combined with my in-depth knowledge of the Town of reading will
help me be successful in this position.
I have already provided you with a copy of my resume, but .let me know if you need any additional
information.
Sincerely,
Pete Dahl
Harvey (Pete) Dahl
16 Tennyson Road
Reading, MA 01867
hi dahlna ..comcast.net
781-9442-0341 home
339-298-9356 cell
07/08/2005
HARVEY (Pete) J. DAHL
16 Tennyson Rd.
Reading, MA 01867
hjdahl@comcast.net
(781) 942-0341
(339) 298-9356 cell
SUlVWIA12Y
Versatile Financial Executive with notable record of progressive accomplishment; combining
experience from manufacturing, technology, and distribution industries. Collaborative leader
with broad experience in rapidly evolving environments, including multi-location and
international operations. Developer of effective financial organizations and systems.
PROFESSIONAL EXPERIENCE
ConsultantlCFO 2004-2005
Financial consultant working with a variety of companies to provide effective financial
reporting, cash flow analysis, evaluation and assistance with inventory control and
manufacturing systems, evaluation of staff and internal controls, and revenue recognition.
Clients include early stage software companies and hardware manufacturers (VC Financed),
distribution companies and.mature industrial companies.
RocEs USA, INC., Peabody, MA 1996 - 2004
Vice President of. Finance1CF0
CFO for international sporting goods distribution company. Responsible for all Accounting,
Finance, Administration and IT for a $26M distribution and marketing company with facilities
in the United States and Canada. Reported to parent company, Roces Srl., an Italian
manufacturing company, on all accounting and financial issues.
• Managed credit lines in excess of $8M with Italian, US and Canadian Banks.
Installed networks and managed distribution and accounting systems.
• Managed reorganization and consolidation of company.
VDI TECHNOLOGIES, INC., Hampton, NH 1994 - 1996
Director of Finance and Operations
Responsible for all phases of Accounting, Finance and Administration for a growth-oriented
technology company. Responsible for all financial management activities, including financial
reporting, cash flow management, negotiating bank financing, and management of accounting,
administration and production staff.. In addition, interfaced with national dealer network on
pricing, terms and delivery issues.
• Analyzed acquisition candidates for VDI's principal owner
• Assisted in negotiations and sale of VDI.
• Managed company conversion from a turnkey systems provider to a software developer.
• Assisted owner with start-up and management of company to provide third party
technical support.
UNwisioN TECHNOLOGIES INC., Burlington, MA 1992 - 1994
Manufacturing Manager
Responsible for managing all phases of production for a small manufacturing technology
company. These duties included Production Planning, Inventory Control, Supervising
production staff, Quality Control, and Purchasing.
• Implemented new part numbering system and updated all Bills of Material.
o TArr v+,- anei imrl.~mnn+cui A~tnnsf~niisrir+rr niv>14cr rnn4rn~ prnrarlirar
Harvey J. Dahl - Page 2
PmLwom, INc., Hudson, NH 1986 -1092
Director of Operations/ Controller
Responsible for all areas of accounting, finance, personnel and manufacturing in a hardware-
based technology company. Company's products were high-resolution graphics accelerators.
Responsibilities included all manufacturing and material functions, including purchasing and
contracts, monitoring cash flow, maintaining all accounting functions, preparing financial
statements, and developing business plan to monitor progress and raise capital. Negotiated
credit lines and short-term loans from bank and vendors. Administered $1.5M defense contract.
Managed trade show function for company and assisted in sales.
VIDEOTEL, INc., Woburn, MA 1984 - 1986
Manufacturing Manager
Managed all areas of manufacturing in a start-up environment. Company manufactured and
installed microcomputers for in-room use in the hotel industry. Responsibilities included
inventory planning and control; production planning, purchasing and contracts, and all material
planning functions. Managed the evaluation and selection of a contract manufacturer and OEM
contracts, Additional responsibilities included strategic planning, financial forecasts and the
inventory budget.
CowuTERVISION CORP., Bedford, MA 1981- 1984
Group Supervisor - Material Control
Planned and controlled A&B level inventory to support six manufacturing and integration
facilities. Developed and approved the Master Schedule for MRP. Supervised operations
support of domestic and European Field Service organization. Implemented MRP module on
new manufacturing system.
Manufacturing Systems Analyst
Acted as interface between MIS and Operations Divisions. Responsibilities included the
design and implementation of new and enhanced manufacturing systems, Wrote Systems and
Procedures Guidelines Manual. Implemented Bar Code Inventory System for finished goods.
UNWERSITY OF VERMONT, Lecturer, Burlington, VT 1981
GARDEN WAY PUBLLSHwG CO., Charlotte, VT 1977 - 1978
EDUCATION
UNIVERSITY OF VERMONT, Burlington, VT MBA, March, 1981.
Concentration in Finance and Management, Graduate Teaching Fellowship.
UNIVERSITY OF DELAWARE, Newark, DE
BA, Major: Psychology, 1975.
SYSTEMS
Extensive experience with Micosoft Office Suite, Great Plains, Macola, Porini Softwear, and
most Microsoft Windows products including NT, 2000, Windows 2000 and 2003 Server.
REFERENCES
Available upon request.
(<K)
Roberts, Carol
From: Steve Dane [sandpdane@comcast.net]
Sent: Sunday, June 05, 2005 9:54 AM
To: Roberts, Carol
Subject: Town Accountant role
Town of Reading.doc Steve-Dane=Resume-2 notice.txt
OOS.doc Please find my cover letter and resume for the position of Town
Accountant.
As a 1.5 year resident of Reading it would be great to work for the town I
live in.
Regards,
Steve
Steve Dane
77 Winthrop Ave.
Reading, MA 01867
sandpdane@comcast.net
781 942-7626
617 922-0754 (cell)
No virus found in this outgoing message.
Checked by AVG Anti-Virus.
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1
D
June 5, 2005
Human Resources Administrator
Town Hall
16 Lowell Street
Reading MA 41867
Greetings,
For the past number of years I have been the head finance person at a number of early
stage technology companies. These have been hands on roles that required my
involvement in all aspects.of the business including monthly departmental reporting and
annual financial statement preparation, retirement system management (401k plans) and
budgeting. I have also recently.provided consulting services to similar companies.
I am also a licensed CPA and have my MBA in Finance/Accounting.
Afler'receiving my MBA I worked for five years with a big 4 CPA firm so I understand
the need for controls and the internal audit function.
I am looking for a change,of pace and the role of Town Accountant seems to be just the
ticket. My accounting background and hands on experiences coupled with my big picture
perspective I feel would be of value to the role. In addition, it would be a new venue for.
me so I would be enhancing my learning and offer me challenge.
As a 15 year resident of Reading with two young children it would also be nice to finally
have an easy commute.
I am definitely not the typical profile for this position but I think it could be a win win for
both sides. I hope you also see the potential.
Best regards,
Steve Dane
io
STEPHEN T. DANE CPA, MBA
77 Winthrop Avenue
Reading, MA 01867
sandpdane@comcast.net
SUMMARY
(781) 942-7626 - home
(617) 922-0754 - mobile
A results driven, hands-on senior financialloperations manager with extensive experience in day to day
operations, systems and controls development/implementation, fund raising, M&A, Sales Support and Human
Resources within entrepreneurial, high-tech/services environments. Skilled at successful development and
execution of company strategy. Strong team building skills within both the senior management, finance, sales
and operations functions.
PROFESSIONAL EXPERIENCE
Independent Financial and Operations Management 2003 - Present
Consultant /Advisor
Provided services to a number of ongoing early stage and start-up entities on areas
ranging from strategic and business plan development, financial and cash needs
projections, valuation, and fundraising to operations management, contracts
negotiation, equity management, accounting and human resources. The entities
involved have business initiatives in: .
■ Medical device manufacturer for hospitals and military;
■ Data management software and services for the financial services sector;
■ Software for the telecom industry;
■ Enterprise level software development for the financial services sector.
Permabit, Inc., Chief Financial Officer
Cambridge, MA
February 2004 - November 2004
Data storage management software provider to address SEC compliance regulations
within financial organizations and medical data retention within healthcare institutions.
• Successfully managed two internal rounds of financing $9MM to support the
operations of the company through to the next planned C round of financing.
■ Negotiated Reseiler and OEM agreements for this early stage (1St product
released in November 2003) company.
■ Managed a reduction in force to better preserve cash.
■ Revamped budget by reducing 2004 projections to better reflect the market and
to establish reasonable expectations with investors and Board of Directors.
f~
STEPHEN T. DANE
170 Systems, Inc.,
Cambridge, MA
Chief Financial Officer
May 2000 - May 2003
L.ongView Group, Inc.,
Boston, MA
Symbus Technology,
Waltham, MA
Provider of high-end, enterprise-wide, content management and workflow solutions
software and services to Global 1000 clients within the Oracle environment.
■ Developed and implemented processes, policies, and systems which enabled this
ten year old organically financed company to adapt to and meet the challenges of
hyper-growth and international expansion. This included budgeting and financial
reporting, consulting services and software revenue recognition, cash
management, sales support, contract management/negotiations, stock option
administration, risk and insurance management, and employee benefits programs
(including compensation/commission plans).
■ Worked with the original founders/board members to develop the strategic plan
and built the infrastructure to achieve the plan. This positioned the company to
raise capital which culminated in a $14MM Series A round of financing in 2002.
• Grew business by a 50% compounded annual rate by working with the Sales and
Professional Services Group to develop and implement processes that
dramatically improved the company's ability to track and close new business and
deliver the software and services with ever improving profitability margins.
Chief Financial Officer
Feb 1998 - Apr 2000
Venture Capital funded developer and licensor of trade order management software
and services to the financial services industry.
■ Developed, with the founder and Venture Capitalists the strategic plan and'
overall direction of this private company.
■ Orchestrated an all-cash acquisition of the company in 1998 by a large public
multinational corporation (parent is based in the UK) at a valuation of five times
revenues.
■ Critical participant in the re-sale of the company to a U.S. based public software
firm in September 1999.
■ Managed all contractual, legal, operations and financial reporting relationships.
■ Established an international sales/support office.
■ Doubled the customer base each year.
Vice President of Finance/CFO (1997) 1993-1997
Controller/Treasurer (1993-1996)
Private equity funded developer and licensor of workflow software and services for
financial services, health care and government applications.
■ Managed finance, order fulfillment and delivery, IT and administration functions.
■ Built the framework for an add-on round of financing.
■ Negotiated the tax-free spinoff of the facial recognition technology.
• Orchestrated a 30% reduction in force to achieve monthly positive cash-flows
which triggered the acquisition of the company by a strategic partner.
0
STEPHEN T. DANE
Power Cube Corp.,
Billerica, MA
Coopers & Lybrand,
Boston, MA
Electronic Data
Systems Corp., Dallas,
TX
Manager of General Accounting 1992-1993
• Managed day-to-day accounting functions including payables, receivables,
payroll and general ledger for publicly held government/commercial
manufacturer which was a division of a Fortune 1000 Company (Unitrode Corp).
• Conducted quarterly on-site audit of a foreign subsidiary's operations/accounts.
Supervisor
1987-1992
■ Full charge planning and supervision for audit engagements including
preparation of financial statements (SEC and non-SEC) and tax returns.
■ Specialized in audit of high technology, real estate, manufacturing; financial
services and non-profit organizations.
Accounting and Financial 1985-1986
Development Training Program
01 Assignments in Germany, Texas and Illinois, including preparation of annual
budget, five-year plan and cost center analysis.
Harbor Area Community Program Manager
Services, Boston, MA
1980-1983
EDUCATION
Northeastern University, Boston, MA, Master of Business Administration 1985'
Boston College, Chestnut Hill, MA, Bachelor of Arts 1980
PROFESSIONAL AFFILIATIONS AND MEMBERSHIPS
CPA and a member of the Massachusetts Society of Certified Public Accountants, CMA and a member of the
Institute of Certified Management Accountants.
PERSONAL
Married, 2 children
Reading United Soccer Coach and Reading Youth Baseball
(!,3ool)
Clement, Petra
From: WFOWLER@ci.somerville.ma.us
Sent: Saturday, July 02, 2005 4:31 PM ` .
To: Clement, Petra
Subject: Assistant Town Manager/Finance Director
Reading.doc (32 KB) Resume William
Fawler.doc (52
P. Clement, v
I am-very interested in the position of Assistant Town Manager/Finance Director for
the Town of',Reading. Attached please find my resume and cover letter- I can be reached
days at (617). 625=6'600 ext.. 3510 or evenings at (781) 793-0345. I look forward. to hearing
from you.
G v 1 F
Sincerely,
William Fowler
.<<Reading.doc>> «Resume William Fowler.doc>;>
I
1
William Fowler
12 Kennedy Road
Sharon, Massachusetts 02067
(781) 793-0345
00
x~. 3 ~I v
July 1, 2005
Town of Reading
Town Hall
16 Lowell St.
Reading, MA 01867
To Whom It May Concern,
I would like to submit my resume. for the position of Assistant Town ManagerlFinance
Director.* After reviewing this position's duties, I feel I have the necessary skills and experience to
be an asset -to the Town of Reading.. I have. over 28 years of experience in municipal ,finance.
During the last.7 years I have served as the Deputy City Auditor and'Treasurer / Tax Collector for.
-the City. of Somerville. In the Auditing position I not only monitored all City appropriations, but
also working with the City Auditor and Mayor prepared the City's budget. I also have extensive
experience in financial reporting, having completed Schedule A, the Tax Recap, School End of Year
Report and year-end Balance Sheets for D.O.A. Free Cash certification. I have assisted in the
computerization of financial and management functions in many City departments. As a member of
the committee that established. the. City's Purchasing Department, I helped create many of the
policies and procedures for that department as well as writing an automated requisition/purchase
order system to interface with our accounts payable and budgeting software. As Treasurer /
Collector !converted the City from semi-annual to quarterly taxes, improving the City's cash flow
and increasing investment income.
In addition to my financial experience in preparing- long-range capital plans I have, as
Treasurer, issued municipal bonds. and managed the City's debt. Working with the City Auditor
and our Financial Advisor in meetings with both Moody's and Standard and Poor's we received an
upgrade- in our bond rating. I also have. over 2 years of actual field experience in managing a
capital project,. acting as the Assistant Project Manager for the 25 million dollar renovation and
enlargement of the Somerville Comprehensive High School.
I look forward to meeting you and hope my qualifications fill your needs. Thank you for
your consideration.
Sincerely,
William Fowler
0
WILLIAM H. FOWLER
12 KENNEDY ROAD
SHARON, MA 02067
(781) 793-0345
EXPERIENCE
City Treasurer / Tax Collector, City of Somerville
January 2004 - Present
Administered all revenue and collection operations. Responsible for the
issuance and collection of approximately 15,000 Real Estate and Water
bills; 1,500 Personal Property and 55,000 Motor Vehicle bills. Completed a
successful conversion from semi-annual tax billing to quarterly, greatly
'improving the City's cash flow. Managed the. City's debt service functions
and-the investment of all City funds. Prepared revenue estimates. Worked
with the City Auditor and Assessor to complete the,Tax Recap Sheet.
Reconciled the City' s. receivables and - cash with the City Auditor. Worked
closely with the City's bond counsel and Tax Title on legal matters.
Negotiated and managed the City's health.and property insurance plans.
Deputy City Auditor, City of Somerville, Office of the City Auditor
October 2061 -'December 2004
Supervise and manage all sections within the Auditor's Office: Accounts
Payable, Payroll, Accounting and Finance, Prepare financial projections.
Review all ' accounting entries. Monitor all expenditures to assure
compliance with Municipal Finance Laws and City Ordinances. Complete
financial reports required by federal and state agencies. *including Schedule
A and Free Cash Certification. Assist the School Department with the end of
year report to D.O.E. Complete schedules required by the outside auditors.
Assist in preparation of long-term capital spending plans and bond issues.
Assist the Chief Assessor and Treasurer- in the completion of the City's Tax
Recap Sheet. 'Worked with outside audit firm to ensure compliance with GASB
34. Develop and implement computerized processes in the areas of finance
and management.
City Treasurer / Tax Collector, City of Somerville
May 1998 - October 2001
Administered all revenue and collection operations. Responsible for the
issuance and collection of approximately 15,000 Real Estate and Water
b3.lls,• 1,500 Personal Property and 55,000 Motor Vehicle bills. Completed a*
successful conversion from semi-annual tax -billing *to quarterly, greatly
improving the City's cash flow. Managed the.City's debt service functions
and the investment of. all City funds. Prepared revenue estimates. Worked
.with the City Auditor and Assessor to complete the. Tax Recap Sheet.
Reconciled the City's receivables and cash with the City Auditor. Worked
closely with the City's bond counsel and Tax Title on legal matters.
Negotiated and,.managed the City's.health and property insurance plans.
Financial Analyst, City of Somerville, office of the city Auditor
November 1988 - May 1998
Supervise- and coordinate all budget processes ~in the City. Prepare
financial projections and recommend changes in City policy as needed.
Monitor all expenditures to assure compliance with Municipal Finance'Laws
and City Ordinances. Complete financial reports required by federal and
state agencies. Advise the City of the financial impact of.all items
related to the negotiation of labor contracts. Assist in preparation of
long-term capital spending plans and bond issues. Assist the Chief Assessor
in the completion of the City's Tax Recap Sheet. Develop and implement
computerized processes in the areas of finance and management.
Assistant Construction Project Manager / Finance, City of Somerville, Department
of Public Works
November 1986 - November 1988
Responsible for all financial and procurement processes for a 32 million
dollar addition to and rehabilitation of Somerville High School. Approved
all payments to contractors, prepared bid documents and filed all reports
necessary for S.B.A.B reimbursement Also coordinated all equipment and
furnishing contractors, as well as assisted in the supervision of the
general contractor.
Project'Manager/Contract Monitor, City of Somerville, Office of
Planning and Coiimunity Development
April 1981 - November 1986
Supervised and 'coordinated all non-profit agencies receiving C.D.B.G.
funds. Negotiated contracts and assured compliance with all federal, state
and local requirements. Monitored. contract performance and audited, all
expenditures. Evaluated requests for funding and prepared program budgets.
Conducted public hearings and workshops. Prepared financial reports
required by Department *of Housing. and Urban Development. Assisted in
establishing a regional transportation service for the elderly and
handicapped. Member of the Advisory Committee, which 'established the
Purchasing Department for the City.
Financial Officer, City of Somerville, Executive Department
May 1980 - April 1981
Completed financial reorganization* of four executive agencies. Prepared
budgets and maintained accounts. Managed-purchasing and. approved all
expenditures. Prepared reports and financial statements required by funding
sources.
Financial Manager, Edwin Case Shoe Co., Corp., Boston. MA
December 1977.- December 1979
Arranged letters of credit for the importation of merchandise from Europe
and South America. Co-coordinated delivery and customs clearance of
merchandise.' Prepared sales reports. Maintained payroll and withholding
accounts.. Processed accounts payable and accounts-receivable.
Accounting Clerk, City of Somerville, Office of the City Auditor, September 1974
July 1977
Assisted in preparing City's budget and financial statements. Prepared
monthly summary of City's revenue. Audited departmental expenditures and
maintained accounts. Completed reports .required by federal and state
agencies.
Faculty Assistant, University of Massachusetts at Boston, Economics Department,
Boston; MA
September 1973 - June 1974 (part-time)
Conducted review sessions for economics courses including: Statistics,
Microeconomics, Macroeconomics and Monetary Policy. Tutored individuals and
groups referred by faculty.
EDUCATION
University of Massachusetts at Boston, Bachelor of Arts, cum laude,
Economics