Experience

Chief of Staff to the City Manager in a complex municipal organization with 23 departments, 1,200 employees, a $458.9M budget, and enterprise transformation underway across finance, planning, and governance systems.

• Direct oversight of $458.9M operating budget and executive coordination across 23 departments
• Design and operationalize the City Manager’s executive operating system: intake triage, agenda standards, decision logs, pre-briefs, and action tracking through closure
• Portfolio governance for $32.4M in ARPA funding with full compliance and audit accountability
• Led enterprise systems transformation including Workday stabilization, Adaptive Planning, and Strategic Sourcing/CLM across 23 departments
• Oversee five enterprise functions: Management & Budget, Communications, Human Resources, Risk Management, and Procurement/Contracts
• Governance redesign across policy lifecycle, audit response, internal controls, and compliance processes

Senior advisor to the City Manager on administrative, financial, operational, and organizational issues, leading cross-functional initiatives and translating complex problems into actionable recommendations.

• Led the City’s annual strategic planning refresh in partnership with the City Commission: facilitated workshops, synthesized input, and produced the updated plan with goals, measures, and accountable owners
• Built and launched governance for the City’s $32.4M ARPA program: intake, prioritization, controls, and documentation standards for federal compliance
• Stabilized Workday ERP post-go-live through root-cause analysis, configuration corrections, and SIT/UAT retesting
• Owned executive performance reporting and KPI/OKR reviews, translating operational and financial results into trend narratives and action recommendations
• Helped establish a policy review committee and standardized the policy lifecycle from inventory through approval and publication

Led a 43-person team spanning accounting, treasury, payroll, budget, procurement, contract management, internal controls, pensions, investments, and risk management.

• Led finance operations for a $366.2M operating and capital budget, providing stewardship, controls, and decision support
• Stabilized and advanced audit remediation following extensive external findings: diagnosed capability gaps, partnered on workforce realignment, and implemented corrective action plans
• Strengthened forecasting, monthly reporting, and audit readiness, improving budget-to-actual visibility for leadership
• Managed treasury and controllership functions including payroll, banking, revenue collections, debt service, and financial controls
• Administered retirement plans and coordinated with investment advisors, pension committees, and the City Commission on pension governance

Led a 42-person team across accounting, payroll, and treasury operations, providing financial stewardship and executive reporting for a $585.2M operating and capital multi-fund budget.

• Managed $585.2M in total financial activity including operating, capital, and debt portfolios
• Oversaw a $165M general obligation bond initiative supporting public safety, parks, infrastructure, and resiliency
• Owned finance and budget implementation readiness for Oracle Cloud ERP: requirements, fit-gap, configuration approvals, SIT/UAT oversight, and training
• Modernized legacy finance systems for accounting, payroll, and budgeting, improving transaction reliability and cross-functional efficiency
• Oversaw budget development, long-range financial planning, and capital program management

Led a 20-person team across budget, capital planning, internal audit, grants operations, and performance management, with responsibility for a $605M operating budget and $1.7B capital program.

• Directed $605M operating budget and $1.7B capital improvement program
• Implemented citywide performance management process: defined KPIs, aligned priorities to outcomes, and established reporting cadence
• Oversaw strategic planning processes including annual Commission retreats and strategic plan updates
• Oversaw the internal audit function, strengthening internal controls, policy compliance, and integrity of performance measures
• Performance management, decision support, and executive reporting to City Manager and Commission

Led a 15-person finance and administration division supporting departmental operations and program execution for a $97.3M economic development portfolio.

• Directed financial planning and oversight for the department’s operating budget across economic development programs
• Led administrative operations including procurement, payroll, contracts and vendor management, and IT
• Advised the Commerce Director on budget strategy, financial controls, and compliance with City policies

Led financial planning and budget policy development within the Office of Budget and Program Evaluation.

• Developed the City’s Annual Five-Year Financial and Strategic Plan and supporting decision materials for executive leadership
• Led FP&A work supporting long-range planning: financial models, scenario analyses, and resource allocation recommendations
• Led implementation of CGI budgeting system to enable program-based budgeting and strengthen decision-ready analysis
• Oversaw citywide performance monitoring and reporting, informing leadership decisions and course corrections

Led planning and execution of the City’s operating and capital budget cycles, directing a team of budget analysts and shaping citywide budget policy and funding recommendations.

• Shaped citywide budget policy by evaluating agency requests, revenue assumptions, and service impacts, translating analysis into decision-ready options for senior leadership
• Managed the budget hearing cycle and supporting materials for Council and public hearings
• Conducted fiscal and operational studies to identify efficiencies, recommend reallocations, and inform policy decisions

Managed capital budgets and financial transactions for 12 departments, supporting an approximately $1.5B capital program.

• Reviewed departmental capital requests for compliance, funding availability, and strategic alignment
• Monitored active capital projects for adherence to budget, debt limits, and grant requirements
• Improved capital budget procedures to strengthen internal controls and consistency across departments

Client relationship management in retirement and employee benefits consulting (Benefits Plus Consulting Group) and a finance, sales, and operations leadership rotational program (GMAC/Ally Financial).