The Finance Department is provided
for by the City Charter and is responsible for financial reporting,
collection and custody of funds and securities, maintenance of
fiscal systems, supervision and control of disbursements, managing
the City’s debt program, and tracking of the general assets
of the City. In addition, the Purchasing functions were transitioned
from General Services to the Finance Department in 2005 as a result
of the management reforms approved by the City Council.
Feb/2001 – Present: DIRECTOR
OF FINANCE, City of San Jose, CA
Leads a full service finance department of approximately 145 employees
with an operating budget of $16.4 million. The department provides
the following core services; Treasury and Debt Management, Disbursements,
Financial Reporting, Purchasing and Materials Management and Revenue
Management.
Nov/97 – Feb/2001: DIRECTOR
OF FINANCE, City of Milpitas, CA
Provided overall management and supervision of departmental operations
to fulfill the responsibilities of the City’s Chief Accounting
Officer, Treasurer, Risk Manager, Purchasing Agent, Budget Director
and Internal Auditor.
Jan/96 – Nov/97: CONTROLLER-TREASURER/Assistant
Finance Agency Director, County of Santa Clara, CA
Provided overall management and supervision of departmental operations
to fulfill the responsibilities of the County’s Chief Accounting
Officer by directing a staff of 80 in the Controller-Treasurer
Department with an annual budget of $6.5 million to perform the
general accounting, internal audit, budgetary control, treasury,
debt management, fiscal systems, and property tax apportionment
functions of the County.
May/91 – Jan/96: ASSISTANT
DIRECTOR OF FINANCE, City of Santa Clara, CA
Administered a comprehensive financial program for the City, its
Agencies (Redevelopment Agency and Sports and Open Space Authority),
Corporations, and the City-owned electric, water and sewer utilities.
Served as the City’s Budget Director, reporting directly
to the City Manager.
Sept/84 – May/91: AUDIT MANAGER,
Maze and Associates Accountancy Corporation
Managed audits and consulting services for various Cities, Special
Districts, Non Profit Organizations, School Districts, and Small
to Medium sized Private Companies.
BS, BUSINESS ADMINISTRATION, ACCOUNTING
California State University, Hayward, 1985
California Certified Public Accountant
| Professional
Affiliations: |
Member of the Government Finance
Officers Association of the US and Canada
Member of California Society of Municipal Finance Officers (Board
Member)
Member of California Municipal Treasurers Association
Member of American Institute of Certified Public Accountants
Advisory Board Member, Jacob's Heart - Children's Cancer Association
