<![CDATA[MuniTemps / Municipal Staffing Solutions: talent_showcase]]> http://TALENT.MUNITEMPS.COM/ en-us <![CDATA[Payroll Specialist]]> PAYROLL SPECIALIST (2018 - PRESENT)
Process Payroll on a semi-monthly basis using Incode10 Tyler Technologies. Processed Accounts Receivable and Accounts Payable. Implemented Tyler ESS Portal and automated employee’s time sheet. Bank Reconciliation and journal entries. Prepare and file Federal and State Returns for the both locations. 

Managed payrolls for 500 employees on a semi-monthly basis using Eden Tyler Technologies. Created a dual calculation report to settle FLSA issues between Fire and Police 7K Schedule and Semi monthly payroll. Implemented Eden HR Web Portal and automated employee’s timesheet
Assist with Journal entries and budget preparations. Prepare State Controllers Report for Transparent California. Prepare and file Federal and State Returns for the City. Produce Compensation reports for Labor Negotiations

Process worker's compensation payments, garnishments, audit new hires paperwork, calculate and pay terminations, process pay increases. Review all Personal Actions and hire paperwork for Human Resources to ensure proper employee setup. Audited online time sheet approvals. Prepare reports for Retirement, Association Dues, and submit tax deposits. Managed employee 457, RHS, IRA and 401A plans

Fri, 03 Apr 2020 00:00:00 PDT SKILLS AND ABILITY
• Strong Customer Relations
• Attention to detail
• Proficiency with payroll software and strong in Excel
• Ability to work under pressure and met deadlines
• Leadership and teamwork driven
• Reliability and honesty.

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<![CDATA[Accountant]]> Senior Accountant (July 2018 - Dec 2018)
Responsible for quality internal audit preparation and planning for FY 2017-18. Completed reconciliation of complex bank statements for period July 2017 thru June 2018. Accounts Payable management analysis for open invoices, accruals and prepaids. Managed AR reconciliation for customer open invoices and cash receipts for accuracy in migration from Quickbooks to Incode10. Updated Fixed Asset calculation for FY2017-18 in excel. General ledger account reconciliation and prepared journal entries. Reconciled Pooled Cash Report in the cash and accounts payable side. Worked with external auditors and in compliance with all qualified request. Initiated and completed Fixed Asset excel project for FY2016-17. Assisted in implementation of month-end procedures and checklist. Ensured compliance with principles and practices of general, fund and governmental accounting. Assisted in answering accounting and financial questions by researching and interpreting data.

Staff Accountant (Oct 2017 – June 2018)
Responsible for donor receivable reconciliation from Jan 2017 to May 2018 with $24M in public support donation. Bookkeeper for Restore – maintained store books including transactions, bank statements and other reports. Worked closely with the Fund Development Team to collect donor documentation and ensure that donation revenues and receivables are reconciled monthly, quarterly, and annually. Created Restore daily POS transaction reconciliation in excel spreadsheet from Shopkeep, Payment Revolution, Shogo to bank transaction. Performed AP full cycle, bank reconciliation, bank deposit of POS transaction, sales tax calculation and reporting, and generate financial reports. Provide CFO & GM monthly budget vs. actual reports. Cross trained & assisted with the donor receivable and bookkeeping duties.  Participated in accounting and finance training and professional development opportunities. Worked with Controller to develop, implement, and maintain updated accounting procedures.

Staff Accountant (May 2017 – Sep 2017)
Analyzed and interpreted financial information and reported this information for six assigned portfolios of properties. Full-cycle month/end financial procedures. Preparation of financial statements such as Balance Sheet, Income Statement and Statement of Cash Flow.  Full-cycle Accounts Payable and Accounts Receivable – cash management, deposit, wire transfers and bank reconciliation.  Reviewed month-end Rent Roll for any discrepancies. Audit, budget and reforecasting.  Maintained supporting schedules reconciled with the general ledger accounts. Prepared yearly and monthly update of Fixed Assets schedule including depreciation. General ledger account reconciliation and journal entries.

Financial Accountant (May 2015 – August 2016)
Prepared monthly financial statements for four multiple commercial portfolios on accrual and GAAP basis in a timely manner and produced accurate and quality financial reports resulting in client satisfaction. Full-cycle month-end/quarter-end/year-end financial procedures.  Preparation of financial statements such as Balance Sheet, Profit and Loss and Statement of Cash Flow. Full-cycle Accounts Payable - review, approval for payment. Employee expense processing.  Full-cycle Accounts Receivable - cash management, deposit, wires and cash applications. Maintained fixed asset inventory associated in depreciation schedules, recording of new purchases and disposals. Audit, budget and reforecasting.  General ledger account reconciliation and journal entries. Assisted and prepared annual expense reconciliation (CAM)/estimates for tenants.  Assisted Controller and Staff Accountant on special projects.

Accounting and Financial Consultant (Dec 2011 – Mar 2015)
Full-cycle month-end/quarter-end/year-end close of financial statements (Balance Sheet, Full Profit and Loss and Statement of Cash Flows).  Full-cycle Accounts Payable: review, coding, input and process for payment. Employee expense reimbursement.  Full-cycle Accounts Receivable: deposit, wire transfers, account application, billing, and bank reconciliation.  General ledger account reconciliation and journal entries. Leasing activity: lease abstract review, input, approval and amendments.  Fixed Asset Inventory: proper coding, input, and depreciation schedule. Assisted Controller, Staff Accountants on special projects

Senior Accountant (Nov 2007 – Aug 2009)
Residential Property Management. Completed monthly reporting packages and prepared reporting packages for distribution within established deadlines and as required by outside agencies/owners for 10 portfolios of companies

Fri, 03 Apr 2020 00:00:00 PDT EDUCATION/CREDENTIAL
California State University, Stanislaus, Turlock, CA
Bachelor of Science in Business Administration, Major: Accounting

San Joaquin Delta College, Stockton, CA
Associate of Arts Degree, Business

Incode10 (Tyler), Sage CRE 300 (Timberline), Yardi (Voyager/Payscan), MRI, Netsuite, Quickbooks, Great Plains, Nexus, Capture, Kardin, Avid Exchange, Intacct, Concur, Adobe Acrobat, FAS 500(Sage), FAS 2000, Salesforce, Microsoft Office (Excel – Pivot Tables/V Lookups, Word, and Outlook)

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HR Technician - June 2015 to 2016

Focus in the area of Recruitment and Talent Acquisition in the Human Resources Department, for Classified Employees; permanent and limited term employees. Work directly under Human Resources Manager, Classified. Initiate recruitment efforts, track applications and candidate status, application assessment and review, ad composition, processes evaluation and recommendation, proctor examinations, panel coordination, timeline creation, enforce recruitment policies and procedures and provide consultative support to hiring managers and staff.


HR Analyst - June 2006 to August 2012

WC Claims Administration & Risk Management, research and study injury trends and associated costs, Liaison for TPA, Leaves Administration, Workplace Training an Education workshops and webinars, scout learning opportunities and resources to aide in newly created Succession Planning program, Tuition Reimbursement Committee Chair and moderator, Program Management (research tuition and fees trends, graduation statistics and verify accreditation) , in charge of Team and Morale Building Activities Development, Talent Acquisition :Compose job descriptions, classifications, ads, postings, questionnaires and skills tests traditional recruiting and requisition method for internal-only and public positions, union/non-union, and exempt/non exempt) enter requisitions, create panels ,correspondence, list preparation, candidate tracking and proctor employment examinations, Charitable Giving and Fundraising Campaigns, Salary Range Development and Surveys, Compensation Trends and Position Research and Analysis, iProcurement( screening, acquisition & database referral, purchase orders and requisition input, vendor contracts & management) , Workplace Investigations, Staff Development & Consulting on policies & procedures, disciplinary methods, EEOC Tracking, Reporting and documenting trends, demographics, position availability, and various other employee-related matters, Employee Relations, Department Budgeting:, allocation, tracking and annual budget report, Progressive Discipline Policies & Procedures Development and Enforcement, Succession Planning Program Development, Event Planning, Interpret MOU’s, handbook, policies and procedures for employees and executive staff.

HR Specialist

Manage parking assignments & visitor parking, Tuition Reimbursement & Education Development, Employee motivation & recognition program development and implementation, special events & ceremony planning & coordination, Fundraising & Charitable giving Campaigns, Interpret, apply and enforce HR policies and procedures and California Employment Law, Procurement & Vendor Acquisition, Accounts Payable, serve as interface for the department, Audit Invoice & Billing Records, enter/process requisitions, create and maintain department databases, travel arrangements/coordination, expense reports & reimbursement requests, Succession Planning & Development, assist HR Director, edit & revise benefits enrollment catalog, management consignment program, Records Retention/Requests & Maintenance

HR Assistant

FMLA, receptionist duty, assist benefits unit, perform administrative assistant duties for HR Director and Assistant HR Director, and maintain Risk Management insurance coverage database

Fri, 22 Feb 2019 00:00:00 PST SKILLS 

Employee, Customer/Vendor Relations

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<![CDATA[Utility Billing Clerk ]]> MUNICIPAL RESUME 

Utility Billing Finance Clerk – 2018 to Present

Processing billing transactions and accounts receivable payments. Balancing cash drawer and performing detailed accounting of daily revenue of all city departments. Utilizing Java based system to resolving customer account issues.

Fri, 08 Mar 2019 00:00:00 PST SKILLS 

Microsoft Excel and Word

Tracking / Tickler Systems

Lotus Notes & Microsoft Outlook

Record keeping

Account Investigation

Document Scanning Training

System Notation & Documentation

Inventory Purchasing 



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<![CDATA[Office Assistant ]]> MUNICIPAL RESUME

Office Assistant - April 2018 to May 2018

Taking inbound calls from the public and answering their questions pertaining to voting, transferring calls to designating person, calling them back when necessary.
Chatting online and answering public questions, transferring chats to other departments when necessary.
Mailing envelopes, registration forms, and voters’ guide book when requested from customer.
Making changes to the person's file such as, change of language and mailing them forms to update their status.

Receptionist/Admin - July 2017 to December 2017

Demonstrate creativity and innovation, work efficiently, show a record of success and have a passion for public service. Having the best employees provides the best service to the community.
Ability to perform a broad range of tasks. Understand and follow oral and written directions, effectively communicate orally, accurately receiving and transmitting information, establish and maintain cooperative relations with the public and others, and modify spreadsheets.
Respond to public inquires and requests for service from the public, answer phones, email, customer inquiries and performed office support, and other duties as assigned.
Order office supplies, update department roster internal directory for all Divisions. Provide information to customers and residents for bids and RFPs, such as construction information. Check Visitor Log daily for any current meetings. Greet customers over the counter.

Tech Specialist - June 2016 to November 2016

Work in the Concierge by greeting customers and assisting them by providing information and assistance to the general public, contractors, and engineers at the counter regarding permit applications requirements.
Researched old and current building permits, looked up house plans per customer request and microfiche records, log in daily walk-ins into excel sheet, by creating excel sheets also for daily walk-ins.
Record daily notes and log them in data apps system when customers pick up documents, plans corrections etc.
Record and report daily calls, voicemails, and emails into online inquiry system, print out forms for customers.

Fri, 22 Feb 2019 00:00:00 PST SKILLS 

Proficient in MS Word and Excel, Outlook

10 Key Knowledge By touch

Quickbooks experience

AP, AR, and Collections experience

Bilingual in Spanish and English

Handled Payroll and Deposits

Type 40 WPM

Data Entry experience

Researched Microfiche permits

Lexus Program/ GOVClarity

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Human Resources Technician – September 2016 to November 2016

Temporary assignment to the HR Department of a local City Government to perform a variety of HR Generalist functions including in the areas of workers compensation and preparing WC payroll adjustments; analyzed evidence and draft high level administrative investigation report; assisted with the presentation of the annual benefits open enrollment fair; reviewed departmental policies and updated in accordance with applicable MOU provisions; reviewed, evaluated, and categorized outside firms bidding proposals for performance of requested City functions and prepared Excel spread sheets reflecting pertinent information; contacted and solicited information from neighboring City governments to prepare spread sheets for analysis and update of performance evaluation forms; answered questions and provided assistance to walk-in employees and public customers; answered phones and responded to inquiries; filed documents; and performed other duties as assigned.


Human Resources Analyst – June 2015 to October 2015

Temporary assignment to the HR Department of a local City Government to perform HR Generalist work that included assisting with preparation for City’s annual benefits open enrollment; prepared various documents, charts, and Excel spread sheets pertaining to comparative analysis of job classifications and salaries with neighboring governmental entities; reviewed MOUS and prepared statistical data in preparation of upcoming labor negotiations; answered questions and provided assistance to walk-in employee and public customers; answered phones and responded to inquiries; scanned and filed documents; and performed other duties as assigned.

Staff Trainer and Customer Service Representative - April 2014 to November 2014


Ballot Processor – October 2012 to November 2012


Principal Human Resources Analyst - June 2001 to April 2007

Provided professional and analytical support to Employee Relations Manager in areas of labor relations and contract administration in addition to other duties as assigned;
Provided consultation to management on issues concerning unsatisfactory performance/conduct, corrective action, discipline, dismissal, layoff, and medical separation, provided advice as to appropriate courses of action, and assisted in implementation of such actions; Worked with management and employee representatives to resolve conflicts and grievances;
Conducted investigations regarding alleged misconduct and EEO complaints and prepared professional reports with findings of fact; analysis and outcome recommendations;
Handled formal grievances and complaints, including assisting departments in preparing responses, and representing departments in formal grievance proceedings;
Acted as management advocate in formal disciplinary hearings/arbitrations including development of theory of case; developing and making arguments; preparing witnesses; questioning witnesses; rebuttal; evidence preparation; and brief preparation;
Assisted in preparation for contract negotiations;
Interacted with labor organization representatives on a regular basis and maintained a cordial and professional working relationship;
Responsible for interpreting and applying contract language and provisions; County Ordinances; Board Policies; and legal opinions;
Reviewed and assigned to staff for investigation external discrimination and harassment complaints filed with the Department of Fair Employment and Housing (“DFEH”) and Equal Employment Opportunity Commission (“EEOC”); draft and assisted others in drafting of County responses to these external complaints; interacted with the DFEH and EEOC on behalf of the County;
Responsible for intake and initial review of internal County Harassment complaints and decision as to whether to process under the County’s Harassment Policy or investigate under another policy or procedure. Assigned complaints to staff members for investigation and reviewed and edited final reports;
Conducted Harassment Training for both management level and regular staff;
Developed and conducted training programs regarding County employee relations policies and proper practices including the role of departmental Skelly Hearing Officers, Investigative and Analytical Report Writing, and Harassment;
Mentored assigned County HR staff regarding employee relations matters and reviewed, corrected, and/or edited their work product.


Employee Relations Representative - June 2000 to June 2001)

Conducted internal investigations regarding County employee allegations of harassment, workplace violence, and various misconduct issues and draft professional reports with findings of fact, analysis, and recommendations;
Provided advice on disciplinary matters to human resources and operating departments staff;
Represented the County and departments as advocate in disciplinary and Step 3 Grievance hearing/arbitrations;
Conducted management and employee Harassment Training Classes;
Promoted to Principal Human Resources Analyst.


Labor Relations Opinion Writer - November 1989 to April 1996)

Performed legal research; interpreted and applied contract language, federal and state public sector collective bargaining laws, legislation and court decisions;
Draft legal opinions and directives reflecting Board Members orders and policies on pertinent collective bargaining issues throughout the State of Ohio;
Attended and assisted Board Members with emergency public employee Strike Hearings by compiling and analyzing data, making recommendations with respect to rulings, and drafting Board decision for review;
Met on a regular basis with Board Members, General Counsel, and Executive Director to discuss, provide counsel, and to take direction on final determinations in case related material, strike notices, and other issues under consideration by the Agency;
Arranged and presided over formal mediation sessions between management, labor, and individual bargaining unit members to facilitate an alternative resolution to unfair labor practice charges filed with the Agency;
Voluntarily served as the Agency’s Affirmative Action Officer. Developed and administered Agency’s Affirmative Action Plan, objectives, and goals; conferred with Executive Director and monitored Agency’s compliance with federal and State EEO requirements; prepared and submitted statistical reports and recommendations.


Labor Relations Specialist - November 1988 to November 1989)

Investigated unfair labor practice charges filed by employees, employers, and labor organizations, analyzed and interpreted relevant contract language and applicable laws; prepared professional reports with findings of fact, analysis and recommendations as to whether there was probable cause of a statutory violation;
Investigated petitions filed with the Agency pertaining to amending or altering existing bargaining units, decertification of collective bargaining representatives, and petitions for elections to form new bargaining units;
Facilitated consent election agreements between parties and executed secret ballot representation elections throughout the State of Ohio; Promoted to Labor Relations Opinion Writer.


Wed, 06 Mar 2019 00:00:00 PST SKILLS 

Experienced human resources professional specializing in employee; labor relations; and EEO matters.

Experienced staff trainer.

Experienced as legal advocate in arbitrations; mediation; conflict resolution; and advising management.

Experience conducting misconduct and discrimination investigations and preparing disciplinary notices and other professional reports and analytical writings.

Education and experience in personnel administration.

Demonstrated knowledge and experience in employee and labor laws, collective bargaining, contract administration, and grievance/arbitration process, including the presentation of cases at arbitration.

Ability to effectively interact with administrators, managers, employees, and employee organization representatives.

Organizational skills sufficient to independently set priorities and coordinate and complete a number of competing assignments within established deadlines.

Demonstrated ability to work with minimal supervision and handle stressful situations.

Excellent written, verbal, and interpersonal skills.

Proficient understanding of computers and various software programs.

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<![CDATA[Senior Accountant ]]> MUNICIPAL RESUME 

Accountant – July 2018 to February 2019

Responsible for all functions of bi-weekly payroll. Entered employee time, made changes to employee files, processed checks, and made all relevant state, federal, retirement, and regulatory payments.
Provided excellent customer service for internal and external customers in all accounting and finance areas.
Assisted with development of the annual budget, annual audits, and all recurring closing processes.
Analyzed and researched budget to actual variances and provided options for correction.
Processed all elements of accounts payable and accounts receivable.
Preformed special projects, ad-hoc analysis, and other related duties as needed.


Accountant II – November 2016 to October 2017

Assisted in the preparation of the customers’ monthly water billing and invoicing in accordance with rate schedules and other provisions.
Analyzed and distributed monthly budget to actual reports, certification letters, and water sales schedules.
Reconciled the accounts receivable and conservation reconciliation schedules.
Processed daily cash receipts and maintained all appropriate documentation and tracking analysis.
Assisted with updating the accounting department policies and procedures. Authored new policies and made recommendations to changes on existing policies.
Actively participated in the month-end closing process. Prepared a variety of routine and complex journal entries with high degree of accuracy and adhered to accounting standards and legal/regulatory requirements.
Identified and researched longstanding accounting issues then provided recommendations to ensure issues were fully resolved.


Accountant – October 2015 to September 2016

Collaborated with Community and Economic Development Department, prepared monthly expenditure reports for various grant programs.
Reconciled fund balances by identifying variances, preparing variance explanations, and processing corrective journal entries.
Processed HUD draw down requests by preparing detailed analysis and reconciling corresponding reports.
Performed onsite inspections and desktop evaluations for Emergency Solutions Grants and Community Development Block Grant sub-recipients. Reviewed financial documents, policies, and procedures to ensure compliance with regulations.
Reviewed and processed accounts payable invoices, checked against assigned contracts, encoded for vendor payments.
Processed departmental revenues, tracked all incoming payments, prepared checks, obtained relevant documentation, and determined appropriate account distribution.
Collaborated with management on annual audit process and assisted with internal audits.
Assisted with a variety of other departmental tasks: created monthly variance analysis reports, worked on special projects as needed, spearhead bi-weekly payroll reconciliation, and collaborated on the annual budget development process.


Mon, 11 Mar 2019 00:00:00 PDT SKILLS 

Leverage strong interpersonal skills to ensure effective communication with colleagues and management.

Highly effective at balancing priorities and I am able to coordinate multiple projects and meet strict deadlines.

Adept at managing complex projects independently or I can work with a team to achieve a common goal.

Strong ability to analyze market trends and recommend strategies to capture new business.

Professional Skills: Profit & Loss Reports, Financial Statements, Balance Sheets, Budgets, Financial Analysis, Month-end Close, Journal Entries, General Ledger, Payroll Administration, Customer Service, Tax filings, Internal Controls, GAAP, Variance Analysis , Audit Preparation.

Technical Skills: AMS Advantage, MS Excel, MS Word, MS Outlook, Quick Books, SAP, SagePro, People Soft, Oracle, Access, Eden

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<![CDATA[Public Works Director]]> MUNICIPAL RESUME

Senior Civil Engineer - June 2016 to October 2016

 Was responsible for review of certified payrolls and compliance documents for various capital improvement projects for the Engineering Division of the Public Works Department, These duties included the review, compilation of data and summary of required information and documentation for compliance with State and Federal requirements for reimbursement of said funding for past projects. Also included duties involved update of the Quality Assurance Program for the City to meet Caltrans requirements. Review of plans, specifications and estimates for upcoming and future projects within the City’s Capital Improvement Program.

City Engineer - January 2015 to October 2015

Was responsible for supervision and oversight of the Public Works Department, Engineering duties following the retirement of the existing City Engineer for the City. The Public Works Department includes supervision of installation of additional storm drainage facilities to supplement existing drainage in a lake community where improvements are very basic, street and road funding coordination with Caltrans to meet all formal documentation and environmental requirements, sidewalk repair, traffic engineering duties for necessary improvements in the city, city facility maintenance projects, capital projects, engineering, review of development projects and other related services.

Interim City Engineer - July 2014 to January 2015

Was Responsible for supervision and oversight of the Public Works Department, Engineering duties during the period of recruitment for a permanent City Engineer . When a suitable replacement was not found, continued to provide engineering services as needed. The Public Works Department duties includes water distribution evaluation for future main street project, reclaimed water needs and capabilities for the city’s future, storm drainage evaluation for upcoming development and provision of Clean Water requirements for the NPDES program, streets design supervision for upcoming downtown project, sidewalks, traffic engineering duties as required, capital projects proposals, engineering review of development projects and other related services.

Interim Public Works Director - February 2013 to March 2013

Was responsible for supervision and oversight of the Public Works Department during the period of recruitment for a permanent Public Works Director for the City. The Public Works Department includes water and sewer distribution and collection, reclaimed water, storm drainage, streets, sidewalks, traffic, city facilities, capital projects, engineering and other related services.


Wed, 20 Feb 2019 00:00:00 PST SKILLS

Registered Civil Engineer in the State of California

45 years of civil engineering and public works services for various public agencies in No. and So. California

Excellent writing and verbal communication skills

Extensive budgeting and office and records maintenance on projects

Meticulous quality assurance and detail skills

Personal/people skills and team building oriented personality

Works well as an individual or as a member of a team.


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<![CDATA[Office Assistant ]]> MUNICIPAL RESUME 

Office Assistant/Accounts Receivable - October 2018 to Present

Post customer payments by recording cash, checks, and credit card transactions.
Update receivables by totaling unpaid invoices
Excel spreadsheets for meter calculations.
Customer service at public counter, cashier and heavy phones.
Resolve collections by examining customer payment plans, payment history, and credit line.
Identify delinquent accounts and insufficient payments; preparing invoices.
Collect revenue by reminding delinquent accounts; notify customers of insufficient payments.

Front Desk Receptionist - February 2018 to October 2018

Screened and redirected phone calls, arrange appointments, greeted all incoming visitors.
Operated fax, scanner, and copy machine, filed hard and digital copies of documents.
Preparing traffic volume charts in excel, maintained inventory, data entry and typing.
Updated or created forms using Microsoft Excel and Word based on outdated PDF versions.
Worked on various projects to assist the executive team as needed.

Fri, 01 Mar 2019 00:00:00 PST SKILLS

Proficiency using Microsoft Word, Excel, PowerPoint, and Outlook

Resourceful in completing all job duties; able to multi-task effectively.

Typing 40 wpm and Data Entry

Aldera software/Lytex software


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Human Resources Manager - May 2011 to Present

Provided oversight and management to human resources staff in recruitment, staffing, classification and compensation, performance management, FMLA, ADA and employee relations in a large, busy and multi-faceted department. Ensured accurate and timely response and excellent customer service to department staff, county partners and management. Partnered with management to problem solve, train and support department mission, vision and values. Supported diversity and fair and equal treatment. Consulted with legal counsel on complex employee relations issues. Provided guidance on county and departmental policies and practices. Compiled data and produced reports to track performance.

Human Resources Generalist -  April 2006 to May 2011

Supported busy divisions by managing recruitment's, writing job descriptions, providing compensation recommendations, on-boarding staff, creating new hire orientation presentation, working with HR Manager to conduct employee relations investigations. Counseled employees regarding FMLA and ADA and facilitated paperwork. Ensured consistent and fair disciplinary processes and presented discipline with supervisors.

Sr. Human Resources Analyst - February 2000 to April 2006

Managed FMLA, ADA, STD and LTD within city and federal guidelines. Provided accurate benefit guidance and managed open enrollment and benefits fair. Reclassified jobs, conducted market surveys and responded to salary surveys. Reclassified jobs, wrote job descriptions to ensure accurate job classifications. Reviewed and explained policies to staff. Conducted recruitments full cycle. Participated in focus groups for Benefits and Compensation. Assisted employees with retirement issues for ASRS and PSPRS.

Personnel Analyst II - August 1998 to February 2000

Received requests to fill positions from departments. Analyzed needs and implemented recruitment strategy. Wrote job announcements and advertisements. Screened applications to determine qualifications. Represented department at job fairs to recruit qualified applicants and share department vision.


Thu, 21 Feb 2019 00:00:00 PST  



Experienced with professional communications between all levels of management, personnel, business

customers, and vendors.

Solid background in interpersonal and problem-solving skills; excels in challenging, deadline driven


Employee, Customer/Vendor Relations

Business & Project Management

Training & Development

Leadership/Team Management


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City Clerk – 2012 to Present

Responsible for tracking and recording official proceedings and actions of the City Council (as well as boards and commissions), overseeing records information systems, press release preparation, preparing public speeches and presentations, write training manuals, conducts staff training, prepares City Council meeting agendas, with frequent interface with city staff and community leaders. Oversees an office of five members with an annual operating budget of $998,947 (election year). Manages all functions related to legislative support, elections, departmental budget, and records information management systems.
Manages efficient and cost-effective operations, while ensuring the highest levels of city services.
Successfully managed the conduct of City’s General Municipal Elections, as well as many other key initiatives.
Established a new City Clerk Passport Acceptance Facility, which generates over $80,000 annually in additional revenue for the city.
Project Manager for the installation and deployment of a citywide content/records management tool, and spearheaded successful roll out in four key city departments.
Presided over the planning and implementation phase City Council agenda and formats with a new automated system, which greatly streamlined the city’s records management process.


City Clerk Analyst – 2003 to 2012

Responsible for preparing agendas and minutes (for city council, standing committees, and advisory commission meetings), providing guidance to front counter personnel, coordinating public records access, preparing press releases and presentations, designing and writing training manuals, conducting staff training (on use of forms, reports, procedures, and software applications), interface with elected officials and city staff members, and other administrative functions. Supervised a staff of 8-10 election personnel ensuring that all election standards were met, and administered city’s voting system, which was utilized in stand-alone and special municipal elections.
Designed and developed city’s official ballot layout and sample ballot booklet for all city elections from 2007-2012.
Managed planning and implementation phase of City Council agenda and formats with a new automated system, which greatly streamlined the city’s agenda preparation process.
Installed and administered the Ballot Now Voting System, and also spearheaded the installation of a new, automated election management system; trained staff on new process.
Project-managed and prepared recommendations for new systems, procedures, and Request for Proposals.


Deputy City Clerk – 2000 to 2003

Responsible for preparing City Council agendas, resolutions, and ordinances; serving as Fair Political Practices Commission Filing Officer, and assisting with all manner of clerical, technical, and customer support.
Supervised two support staff members.
Served as Interim City Clerk in City Clerk’s absence during council meetings.
Oversaw both stand-alone and special municipal elections.


Election Support and Management - 2017


Records Management - 2015 to 2016


Minute Preparation - 2015 to 2016 


Election Support and Management - 2015


Fri, 01 Mar 2019 00:00:00 PST SKILLS

Member, International Institute of Municipal Clerks

Member, City Clerks Association of California

Associate Member, California Association of Clerks and Elected Officials

Computer knowledge includes Word, Excel, PowerPoint, Access, Project, Visio, Adobe Acrobat Professional, Granicus (Media Manager and Streaming Video System), LegiStar (Agenda Preparation Database), Advantage (Records and Legislative Management System), Ballot Now (Municipal Voting System), eDisclosure (Form 700, Economic Interest Database), VIMS (Voter Information Management Database), EFS (Electronic Filing System), and ArcView (GIS Mapping System), and other systems.

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<![CDATA[Buyer]]> Consulting Purchasing Professional (03/2018 – Present)
Consultant for Procurement process enhancement, Facilities Services, Inventory – Asset Management
Advise and provide professional insight on Purchasing and Contract processes. Advise on process enhancement solutions in Procurement and Operations functions. Provide professional expertise in Warehouse – Delivery – Replenishment – Day to Day fulfillment processes. Contact and open new vendor accounts, negotiate pricing and product selection, set up Terms and Conditions on new accounts.

Classic Industries, Inc. (06/2014 – 03/2018)
Purchasing & Materials Manager
Manage Procurement and Contract processes domestically and internationally supporting on-line retail and wholesale sales. Experienced in Business Warehouse Management reporting software. Supply Chain Management, Inventory Management. Manage all Warehouse - Delivery – Replenishment - Direct day-to-day fulfillment processes. Supplier pricing implementation and updates, MAP compliance. Vendor and New product management, coordinate Marketing photos – web – catalog descriptions. Staffing management, full – part time – and temporary associates.

Unified School District (08/2011 – 08/2013)
Purchasing – Warehouse Supervisor
Managed Procurement processes for District consisting of fifteen schools and District Campus. Directed District Technology procurement specification and standardization on all IT equipment. Negotiated Contracts, Certificates of Insurance and collaborated in District Construction Bids. Supply Chain Management, and delivery – replenishment - fulfillment of warehouse product. Managed - Supervised Union Associates within Purchasing and Warehouse Departments. Managed Mail Center processes.

CB Richard Ellis (05/2000 – 02/2011)
Strategic Sourcing Manager
Project Management; Negotiated, recommended and Implemented contracts for all Facilities services for Major Client (ADP), for all operational property services. Directed client's Facility related services for 90 owned sites in the United States and Puerto Rico, consisting of approx. 3 million square feet and a service related annual budget of $25 million dollars. Developed strategic sourcing on all services suppliers and negotiated contract agreements to drastically reduce the number of service vendors and provide cost savings (up to 40%), in each service area. Directed the Procurement Administrative processes to provide assistance to all locations in the areas of material and service sourcing, contractual and insurance maintenance as well as support and vendor relations.

ADP - Automatic Data Processing, Inc. (05/2000 – 08/2009)
Purchasing Manager – Facilities Manager
Directed the Tax & Financial Services Division's day-to-day operations, including Purchasing, Facilities, Warehouse and Mail Center. Managed full time, part time associates and temporary associates. Supply Chain Management for Warehouse, Medical Center and Facilities products, reducing costs, enhancing processes and controlling inventory levels. Strengthened company's procurement processes by leading local implementation of e-Procurement system (SAP Ariba), for 1,500 local associates, providing training and support division-wide.

Mon, 06 Apr 2020 00:00:00 PDT PROFESSIONAL SKILLS
10 plus years’ experience in Procurement and Contracts Management
10 plus years’ experience in Facilities, Warehouse and Operations Management


Graduate of Central High School, Aberdeen South Dakota
Certification: C.P.P. (Certified Purchasing Professional)
Seminars: Crucial Conversations, How to be a Better Buyer, Bargaining with Vendors and Suppliers, Violence in the Workplace

Affiliations: Member of American Purchasing Society (APS), Member of Institute for Supply Management (ISM), Former Member of the San Gabriel Valley Purchasing Association


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 Interim Human Resources Manager - January 2018 to September 2018

Responsible for all HR functions, including employee relations and labor relations as well as serving as lead negotiator for management negotiating five separate labor agreements that expire on June 30, 2018.

 Director for Human Resources & Risk Management - October 2015 to November 2017

Responsible for the enforcement of human resource policies and regulations, employee selection, job classification, compensation, health and safety and employee relations; coordinates assigned activities with other City operations, the City Manager and external agencies; Explaining, justifying and defending human resource programs, policies and activities; negotiating and resolving sensitive and controversial issues; Making presentations to the City Council, Employee Benefit Trust, employees, staff and City management; Overseeing and approving new employee hires, promotions, merit increases and other actions entered into the automated human resource system; Working with the City’s Employee Benefit Trust (EBT), including retirement benefit programs; Overseeing the employee recruitment and selection process, including advertising and interviewing for vacant positions; coordinating interviews; screening applicant; preparing correspondence.

 HR Analyst / Employee Relations - May 2014 to September 2015

Responsible for professional employee relations activities counseling and coaching department management on a broad range of employee relations issues; Advising on related policies, procedures, Employee Merit Rules, state, and federal laws, EEOC, FMLA, ADA, etc.; meeting with department management to assess employee issues and develop action plans; counseling and coaching department management and employees on employee discipline, resolved issues and conflict; conducting confidential and sensitive employee investigations; preparing comprehensive analysis and recommendation reports; developing and delivering training on workplace and HR policies, etc.

 Assistant City Manager / Director of Human Resources - July 2009 to November 2010

Responsible for Public Works, Streets, Parks, Facility & Building Maintenance, Fleet Maintenance, Public Information, Emergency Preparedness, Also managed the agency’s personnel department and was responsible for every day personnel issues and functions including recruitment, benefits, classifications, workplace investigations, discipline, terminations, and employee grievances; Managed the risk management functions including liability insurance, worker’s compensation, safety functions; Cal/OSHA issues and training; Represented management in civil service personnel litigation, Skelly hearings, arbitrations and mediations; Representing management as the Chief Negotiator on labor contracts with employee organizations including police and fire bargaining units and negotiated labor contracts with at least 15 different unions, including Teamsters, SEIU, SBCEA, POA, FFA, and numerous employee associations; developed management’s bargaining strategy and positions, drafted contract language, made closed session presentations re progress of negotiations in obtained direction and negotiating authority; Drafted and updated personnel policies and manuals; Audited departments and recommended necessary organizational and policy changes; Worked with insurance brokers negotiating health benefits and coverage policies; worked with third party administrators on individual cases and assisting with contested claims and investigations; Conducted workplace investigations, documented and responded to complaints filed with the DFEH and the EEOC; and Conducted training for employees, managers and supervisors on accepted management practices, employment law areas and HR policies.

Director for Human Resources - June 2006 to July 2009

Managed the agency’s personnel department and was responsible for every day personnel issues and functions including recruitment, benefits, classifications, workplace investigations, discipline, terminations, and employee grievances; Managed the risk management functions including liability insurance, worker’s compensation, safety functions; Cal/OSHA issues and training; Represented management in civil service personnel litigation, Skelly hearings, arbitration and mediations; Representing management as the Chief Negotiator on labor contracts with employee organizations including police and fire bargaining units and negotiated labor contracts with at least 15 different unions, including Teamsters, POA, FFA, and numerous employee associations; developed management’s bargaining strategy and positions, drafted contract language, made closed session presentations re progress of negotiations in obtained direction and negotiating authority; Drafted and updated personnel policies and manuals; Audited departments and recommended necessary organizational and policy changes; Conducted workplace investigations, documented and responded to complaints filed with the DFEH and the EEOC; and conducted training for employees, managers and supervisors.

Director of Human Resources - May 2001 to June 2004

Responsible for all of the City’s HR functions and supervising the work of department staff; served on Executive Management Team and as senior advisor to top management on all matters concerning personnel; and served as Chief Labor Negotiator; worked closely with the City Manager and the City Council on key policy issues.

Tue, 07 Apr 2020 00:00:00 PDT SKILLS 

A seasoned HR professional trained as a lawyer with years of CA and AZ director level management experience managing human resources, employee relations, labor relations and risk management.
Bilingual: Read, Write and Speak fluent Spanish

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<![CDATA[Finance Director]]> Interim Finance Director (July 2019 to December 2019)
Developed fiscal policies that ensure a financially strong and effective city government. Supervised a staff of professional, technical, and clerical employees. Directed the preparation of departmental budget estimates, and submits them in preliminary form to the City Manager. Developed a comprehensive Budget Policies and Procedures Manual to formalize City budget practices through an analysis of the six phases: 1 - Strategic Plan, 2 – Formulation, 3 – Presentation, 4 – Execution, 5 – Performance, 6 - Future Strategic Direction. Estimated revenues and probable tax yields for submission to the City Manager. Directed and participated in the review of all financial transactions, and controlled the expenditure of appropriated funds; enforced compliance with standard accounting systems and fiscal procedures.  Provided administrative direction to the central accounting activity, including the preparation of various financial reports; directs central payroll, purchasing, and data processing operations. Directed the collection of all revenues receivable by the City.

Assistant Finance Director (October 2018 to July 2019)
Planned, organized, and managed the activities of the Purchasing Division of the Finance Department; coordinated assigned activities with other divisions, departments, and outside agencies; provided support, information, and assistance to other staff on purchasing issues. Prepared and develop information for and assist the Finance Director and department heads with preparation of annual budget proposals and with other projects and reviews or analyses as requested. Initiated, expedited, facilitated, monitored, and assisted with budget development of capital improvement projects acting as a single point of contact for projects throughout the planning, budgeting, design, review, construction, and inspection processes; monitoring project costs ensuring projects meet budget constraints. Coordinated and monitor the major accounting functions and activities of the City, including fund accounting, municipal court, utility billing, accounts payable, accounts receivable, and payroll. Prepare and process all aspects of payroll and benefit administration. Prepare financial records for annual audit and prepare or coordinate the preparation of information for other audits, as needed. Coordinate and oversee utility billing, City tax collections and cash handling activities.  Assist with special projects and prepare or oversee the preparation of reports. Manage employee benefits including worker’s compensation, CalPERS and health insurance.

Business Manager (August 2011 to October 2018)
Redesigned financial processes for Federal Investigative Services (FIS) linking and aligning case management information with accounting, payroll, time and labor, budget and cost accounting to generate accounts receivable, cost accounting, and payment reporting for federal investigations. Managed the development of the FIS annual budget submission to the OPM Central Office, Office of Management and Budget (OMB) and the Congress in conformance with Title 31 United States Code.

Executive Officer (August 2010 to July 2011)

Managed and oversaw the daily operation of a large and/or complex program support and administrative functions consisting of numerous, diverse activities including financial management, freedom of information act oversight, human resources, information systems management, acquisition, grants management, security, facilities management and travel program. Oversaw strategic planning, goal setting, quality implementation, organizational performance measurement, and reinvention efforts of management and operations, ensuring accordance with the mission, vision and goals.  Administered Office of Elementary and Secondary Education (OESE) budget ensuring each program established control systems to monitor expenses and did not exceed budgeted amounts. Ensured that activities associated with financial management and related reporting systems were responsive, accurate and efficient Ensured the adherence to financial management policies and procedures contained in relevant policies, directives and manuals. I managed all phases of the budget – formulation, execution, administration and closeout.

Treasurer/CFO June 2009 to July 2010
Planned, organized, directed, coordinated, managed, and oversaw the City Support functions in the following service areas: finance, accounting, payroll, human resources, information technology, risk management, and the City Clerk’s Office. Also served as the City Treasurer. Ensured that Department operations and activities were implemented in accordance with established City goals, objectives, strategies, budgets, work plans, policies, and procedures and could be measured by Key Performance Indicators.

Fri, 03 Apr 2020 00:00:00 PDT EDUCATION

Bachelor of Arts, Political Economy of Industrial Societies

Master of Science, Information Systems Management

Master of Public Administration


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City Clerk
Elected City Clerk November 2007, re-elected November 2011 and November 2015. Serve as the Elections Official who administers democratic processes, access to city records, and all legislative actions ensuring transparency to the public. Act as the compliance officer for federal, state, and local statutes including the Political Reform Act, the Brown Act, and the Public Records Act. Manage public inquiries, relationships and arrange for ceremonial and official functions. Actively involved in the community, committed to transparency, community advancement and improvement.

MEDICAL CENTER (2/22/1988 – 10/18/2019)
Public Safety, Department Assistant
Provide a full range of administrative support for the Director of Public Safety and Department. Interact professionally with the public and members of the executive staff and work with confidential information. Assist in the completion, updates, distribution and filing of departmental documentation. Coordinate request for equipment service calls and follow up on all appropriate paperwork. Schedule and record departmental training and updating each officer’s records. Assist with the operation and issue of employee identification cards and parking decals. Serve as recording Secretary for the Workplace Safety and Security Committee, coordinate manage, schedule and maintain reports related to code grays and workplace violence reported to CAL-OSHA per SB1299. Lost and Found liaison for patients, visitors and employee and their belongings.

Risk Management, Risk Management Specialist
Coordinated depositions between associates and legal team. Obtained requested documents such as medical records, billing records, policies, verification letters etc. required for legal cases. Assisted associates with Employee Health and Workers compensation related issues completing required forms and submitting them to the Claims Department. Coordinated PPIC insurance and renewals for physicians, certificates of insurance, accepted and managed subpoenas served for physicians, employees, medical records and for hospital.

Mon, 06 Apr 2020 00:00:00 PDT EDUCATION & CERTIFICATION
Notary Public Commission (2/2018 – 2/2022)

Certified Municipal Clerk, International Institute of Municipal Clerks (2013 – Current)


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<![CDATA[Finance Director]]> Finance Director (9/2018 – Current )
Started initially as an Interim Finance Administrator through MuniTemps, then hired directly by the City as a Finance Director. Report directly to City Manager and supervised 20-person team while managing all aspects of the City’s accounting, including accounts payable, accounts receivable, cash disbursement, general ledger, financial planning and analysis, financial reporting, payroll administration, and independent audits. Also managed investments, policies and procedures, risk, reporting of Successor Agency to the Redevelopment Agency (RDA) transactions, GAAP and GASB compliance, performance measurements, presentations to City Council, and Information Technology.

Financial Consultant (2018)
For a nationally recognized nonprofit organization, reviewed policies and procedures regarding employee credit cards, business expenses, and purchasing. Recommended improvements to processes, systems, and policies.

Finance Director (2015-2018)
Reported directly to City Manager and supervised 5-person team while managing all aspects of the City’s accounting, including accounts payable, accounts receivable, cash disbursement, general ledger, financial planning and analysis, financial reporting, payroll administration, and independent audits. Also managed investments, policies and procedures, risk, reporting of Successor Agency to Avalon Community Improvement District transactions (RDA), GAAP and GASB compliance, performance measurements, presentations to City Council, data processing and purchasing review. Improved municipal code for purchasing policy, by drafting and submitting new policy to the public and City Council. New draft was accepted without changes, enabling City Manager authority to approve $25K in spending, up from previous $5K authorization to spend.

Treasurer & Administrative Services Manager (2011-2015)
Reported to General Manager and directly managed 7-person staff, and indirectly managed 9 employees. Led all aspects of customer service, billing, accounting, finance, investments, and strategic fiscal plans. Coordinated annual audit, consolidated monthly and annual financial statements, built and maintained stakeholder relationships, ensured debt service compliance, and managed bond issues and refunding. Conducted financial analysis, forecasts and budgets, policy and procedures creation, and strategic goals and monitoring. Ensured GAAP and GASB compliance, inventory control, performance measurement, and presented to the Board. In cooperation and collaboration with the Information Technology Manager, maintained and enhanced the district’s enterprise resource planning system.
Finance & Accounting Manager (2007-2010)

Reported to Administrative Services Manager and managed all aspects of accounting and finance, including consolidating monthly and annual financial statements, lender relationships, investments, annual audit coordination, debt service compliance, inventory control, performance measurement analysis and board presentations. Maintained and enhanced districts enterprise resource planning system in cooperation with the IT manager. 

Fri, 03 Apr 2020 00:00:00 PDT EDUCATION
Masters of Business Administration (MBA) Degree in Accounting
Bachelors of Science (BS) Degree in Accounting (Graduated cum laude)

ADP Payroll | Electronic Data Processing (EDP) | IBM Cognos | Micros Point of Sale | Microsoft Dynamics SL | Microsoft Office Suite | National Information Systems Coop (NISC) | QuickBooks | Quicken | SAP Crystal Reports | Resort Technology Partners (RTP) | Superion/SunGard - eFinancePLUS

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Executive Assistant/Clerk of the Board of Directors - April 2014 to March 2015 

Office of the General Manager. Able to anticipate potential issues and opportunities and formulate appropriate strategic response; Managed the affairs of a five member elected Board. Prepared Board of Directors agendas for three separate entities; Managed Board of Director's calendars and travel itineraries.

Interim City Clerk/Assistant City Administrator - June 2013 to April 2014 

Office of the City Administrator Represented the Administrative Office on internal matters as assigned; Transcribed from tape to prepare minutes, correspondence, memoranda, reports legal matters; Implemented t records retention schedule and develop comprehensive records management program citywide; Assisted the City Administrator with codification of the municipal code, establishing policies and procedures; and creating organizational structure to the Office of the City Clerk; Maintained files including City Council files, Campaign Disclosure files in compliance with Conflict of Interest Code provisions; Effectively documented, logged and maintained public records act request files and related correspondence; Established goals, policies and procedures for the day-to-day operation of City Clerk's Department; Ensured compliance with State and local regulations pertaining to legislative processes.

City Clerk - November 2008 to April 2012 

As Department Head planned, directed, coordinated and managed the daily operations of fast-paced City Clerks Office including a staff of three members; Responsible for goal-setting and developing strategic vision for the department in alignment with Cityís overall mission; Managed, supervised, trained, reviewed and evaluated the work of subordinates in accordance with personnel rules and regulations; Prepared departmental budget working closely with the Office of the City Manager and Finance Department staff; Served as project manager for complex technology projects including website redesign project; Provided managerial assistance to the City Manager and Assistant City Managers as well as to members of the City Council; Possess excellent understanding of the Council-Manager form of government and the relationship between the City Managers Office and internal departments.

City Clerk/City Treasurer - May 2007 to November 2008 

Planned, managed, and oversaw City Clerk Department while reporting directly to the Mayor and City Council; Established goals, policies and procedures for the day-to-day operation of City Clerks Department; Ensured compliance with State and local regulations pertaining to legislative processes. Maintained all city records, effectively managed election activities and coordinated agenda preparation process while implementing best practices. Prepared a variety of reports for the Mayor and City Council including treasurers reports.

Deputy City Clerk - April 2003 to May 2007

Under direction of the City Manager, provided administrative oversight of the day-to-day functions of the City Clerks Department; Planned, organized and directed operations related to records retention, records management, agenda preparation, legislative archival of city council actions and coordinated election process.




Thu, 21 Feb 2019 00:00:00 PST SKILLS

Able to anticipate potential issues and opportunities and formulate appropriate strategic response;

Highly organized, professional and exhibit keen attention to detail in all aspects of performance;

Understand public policy issues and knowledgeable of public policy formulation process;

Consensus builder who respects divergent opinions and strives to develop win-win solutions ;Set up goals, priorities and objectives and follow-through on projects and commitments;

Technical knowledge of equipment used in City Clerks environment (iPads), Netfile, Laserfiche, Legistream, Granicus and others.



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