Resume

Education and Certification 

  • BS in Business Administration, 1980, California State University at Northridge
  • Certified Public Accountant (current New Mexico license)
  • Chartered Global Management Accountant

Experience

  • June 1980 to July 1984: Jay H. Bartyn, CPA (Oxnard, CA) Personal contact with a wide variety of clients.  Prepare manual and computerized accounting records.  Supervise internal computer operations.  In charge of several small audits.  Prepare state and federal tax returns for individuals, partnerships, and corporations.
  • August 1984 to August 1985:  Ventura County Fire Protection District (Camarillo, CA)  Design and implement in-house microcomputer applications.  Additional duties included annual budget preparation, account analysis, fixed asset inventory, edit annual report, assist internal auditors during annual financial and compliance audit.
  • November 1985 to December 1991:  New Mexico State Auditor’s Office  Perform financial and compliance audits of state agencies, public school districts, universities, municipalities, and counties.  Review financial transactions for compliance with applicable local, state, and federal laws and regulations.  Review financial transactions to determine proper recording in financial statements of entity.  Perform special audits as needed, including audits of computer systems to determine reliability of financial data produced.  Review work produced by staff to ensure standards were met and audit objectives were achieved.  Prepare financial statements for those entities not able to prepare their own.  Promoted from staff auditor to senior auditor to in-charge auditor.
  • December 1991 to January 2000:  New Mexico Corrections Department, Corrections Industries Division  Business manager – manage all financial activities of this division including: general ledger; accounts receivable; collections; purchasing; accounts payable; budget; fixed assets.  Supervise 4 staff.  Prepare monthly and yearly financial statements using enterprise-fund accounting principles.  Improved overall division operations resulting in timely financial statements, substantial cash balance available for operations, and no audit findings for three years in a row.
  • January 2000 to November 2003:  New Mexico Corrections Department, Probation and Parole Division  Business Manager – manage all financial and business activities of the division for approx. 30 state-wide locations including office leases, telephones and pagers, vehicles, copiers, and postage machines.  Prepare Requests for Proposals for professional services contracts and other large purchases; supervise and manage the procurement process including developing specifications and writing/negotiating contracts.  Manage the Division’s budget.  Provide staff training in budget and financial activities.  Develop and implement statewide computer system for recording and depositing money received from probationers and parolees.
  • November 2003 to November 2005: New Mexico Public Education Department  Chief Financial Officer for the agency through June 2004, with responsibility for all financial and accounting transactions for approximately $1.8 billion budget.  Prepare agency financial statements; reconcile between agency’s books and DFA records.
  • November 2005 to October 2007: New Mexico Taxation and Revenue Department  Financial Services Bureau Chief:  supervise staff of twelve including procurement, accounts payable, fixed assets, and federal grant reporting.  Maintain general ledger and prepare annual financial statements for operating funds, approx. $74 million annual budget.  Transition Department to SHARE accounting system.
  • October 2007 to October 2009: New Mexico Department of Public Safety  Administrative Services Division Director: appointed by the Governor; responsible for human resources, finance, budget, federal grants, procurement, and general services bureaus with approx. 60 staff.  Chief Financial Officer through January 2009.
  • October 2009 to May 2011: New Mexico Department of Workforce Solutions  Budget Analyst: analyze revenue and expenditures for various divisions and bureaus of the agency.  Prepare expenditure projections to determine need for budget adjustments and to ensure compliance with legal budget.  Prepare quarterly and other periodic reports for federal grant programs.  Prepare annual budget request and operating budget.  Assist with financial statements.  Retired May 2011.