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Agmt14 Management Partners, Inc.
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Agmt14 Management Partners, Inc.
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Last modified
8/27/2015 9:44:30 AM
Creation date
11/18/2014 5:20:15 PM
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Template:
Agreement
Contractor Name
Management Partners, Inc.
PROJECT NAME
Temporary financial management services
RMP File Number
304
Date
11/13/2014
MO Ref
Amendment No. 1 MO 15-142
Amendment
Yes
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Returned to the City of San Mateo, accepting a promotional opportunity. Oversaw all day-to- <br /> day accounting and financial reporting activities, including general accounting, capital <br /> improvements, debt administration,payroll and accounts payables. <br /> ♦ Participates actively as a member of financial management team in goal setting, <br /> development and implementation of plans. <br /> ♦ Works in unison with the Finance Director implementing financial goals and policy, and <br /> capital financing including issuance of General Obligation Bonds, Redevelopment Tax <br /> Allocation Bonds, Sewer and Golf Revenue Bonds <br /> ♦ Plans and executes annual audit process including writing the management "Discussions <br /> and Analysis' document and the transmittal letter. Supervises staff of six accountants. <br /> ♦ Accomplishments include playing a key role in selection and successful implementation of <br /> new financial software (Eden) for the City and the timely implementation of Governmental <br /> Accounting Standards Board Statement No. 34 (GASB 34) with minimal cost by creating and <br /> leading an in-house team from various departments. Earned Government Finance Officer <br /> Association and CSMFO awards for Comprehensive Annual Financial Report(CAFR). <br /> Assistant Financial Services Director,City of Fremont,Fremont,CA <br /> 1996-1997 <br /> Directly responsible for day-to-day activities of the accounting, purchasing, accounts payable, <br /> and payroll divisions. <br /> ♦ Participated in finance department reorganization, team building, software implementation, <br /> Fair Labor Standards Act compliance issues, Proposition 218 issues, and employee <br /> bargaining unit's negotiations using Interest Based Negotiations. <br /> Accounting Manager/Senior Accountant,City of San Mateo,San Mateo,CA <br /> 1985-1995 <br /> Rewarded with a promotion from the role of Senior Accountant. Responsible for all day-to-day <br /> accounting functions. <br /> ♦ Accomplishments include, playing key role in transforming the finance department from <br /> control to service focus, and coordinating the preparation of award winning CAFR for the <br /> first time for the City. <br /> ♦ Prepared all financial reporting for audit purposes. Managed the general ledger on in- <br /> house accounting system. <br /> Staff Accountant,Van Orsdol and Sheridan,CPA,Inc,Palo Alto, CA <br /> 1984-1985 <br /> ♦ Prepared, reviewed, and audited financial statements of corporations,partnerships and <br /> individuals. <br /> ♦ Provided advice to clients on internal controls and other financial matters. <br /> Investment Analyst/Manager,Finance Manager,Internal Auditor,Iranian Bankers Investment <br /> Co./Bank of Industry and Mine, Tehran,Iran <br /> 1977-1983 <br /> ATfY/AGR/2014.232/MANAGEMENT PARTNERS INC Page 14 of 15 <br />
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