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.�ttr��7��a�r2�c�f'Qu�adificcttic���s <br /> Critical thinker known for producing creative solutions to complex and challenging problems <br /> brings over 30 years of combined municipal financial management, public accounting, and <br /> corporate financial management expertise. <br /> �rafessio�tctl�xyerie�a�e <br /> Financial Management Consultant <br /> January 2011 to Present <br /> Having retired from the City of San Mateo have provided consulting assistance to the County <br /> of San Mateo, Zone 7 Water Agency, City of Half Moon Bay, and City of San Mateo. Projects <br /> worked on include: <br /> ♦ Financial Policies and Procedures <br /> ♦ Financial Software Selection and Implementation <br /> ♦ Treasury Policies and Procedures <br /> ♦ Capital Financing <br /> ♦ Chart of Accounts <br /> ♦ Fleet Management Review <br /> ♦ GASB Implementation <br /> ♦ Miscellaneous Financial Advisory Services <br /> Finance Director, City of San Mateo, San Mateo,CA <br /> July 2005 to May 2010 <br /> Was selected for the position of Finance Director in a competitive recruitment after a statewide <br /> search by an outside recruiter. <br /> ♦ Served as a member of the executive management team,providing input for citywide <br /> policies and programs. <br /> ♦ Prepared and implemented financial plans,goals,and policies. <br /> ♦ Monitored financial condition of the Funds. <br /> ♦ Prepared multi-year revenue and expenditure forecasting and modeling. <br /> ♦ Implemented bond financing/refinancing for Redevelopment, Golf Course, and Variable <br /> Rate Lease Revenue Bonds for the new Police Station. <br /> ♦ Prepared and made public presentations at city council and other public meetings. <br /> ♦ Point of contact person for the press on budget and financial matters. <br /> ♦ Oversaw the operations of the finance department with a staff of 16 for the City,including <br /> budgeting,two-year business plan preparation, accounting, financial reporting, investment <br /> of$100M portfolio,business license tax,payroll, accounts payable, accounts receivable, debt <br /> administration,purchasing, and fleet management. The City has a population of 100,000 <br /> and an annual budget of$140M. <br /> Financial Services Manager, City of San Mateo, San Mateo,CA <br /> 1997 to June 2005 <br /> ATTY/AGR/2014.232/MANAGEMENT PARTNERS INC Page 13 of 15 <br />