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StratalystsStrategy Catalyst | Owner
Sep. 2023United StatesAs the founder of Stratalysts, I help organizations develop, implement and execute strategic plans that drive efficiency, create alignment, and ensure measurable success. Key Contributions: Enterprise-Wide Strategic Planning: Designed and facilitated strategic planning workshops; developed a 360-degree view of the current environment; aligned executives, elected officials, staff, and communities on goals and outcome measures that will take them into the future; developed customized frameworks for implementation and progress reporting. Technology-Driven Process Improvement: Led teams through process automation initiatives that eliminated outdated manual workflows; developed process improvements that increased effective decision-making and efficiencies. Executive Coaching for Startups: Provided strategic advising and financial modeling for venture capital-bound startup; supported leadership (COO & CMO); developed trend analysis and cash flow projection scenarios. Nonprofit Growth Strategy: Developed a staffing and funding optimization plan, ensuring long-term sustainability and mission execution.
BerryDunn — Assurance, Tax and ConsultingSenior Consultant - Local Government Practice Group
Jan. 2021 - Jan. 2023Denver, Colorado, United StatesLed organizational transformation, ERP implementations, and operational efficiency initiatives for public sector clients. Key Contributions: ERP System Overhaul: Spearheaded full-cycle ERP selection and implementation, optimizing finance, HR, payroll, budgeting, recruiting, licensing, CRM, and procurement systems. Process Automation: Transitioned organizations from manual tracking (MS Excel) to automated, enterprise-wide solutions, improving operational agility. Operational Bottleneck Reduction: Streamlined cross-departmental workflows, eliminating inefficiencies and increasing organizational capacity. Stakeholder Engagement & Training: Developed change management frameworks, ensuring successful system adoption across leadership and frontline staff.
Colorado Department of Public Health and EnvironmentOperations Branch Chief-Disease Control & Environmental Epidemiology
Jan. 2017 - Jan. 2020Denver, COLed financial and operational strategy, ensuring compliance, efficiency, and strategic alignment. Key Contributions: Developed and implemented the Disease Control Division's first strategic plan, that guided long-term growth and organizational transformation. Led a division-wide reorganization that aligned staffing structures with strategic priorities and improved efficiency and performance. Designed a standardized fiscal monitoring system that reduced compliance review times, expedited invoice approvals, increased service provider regulation understanding, and increased ability to provide services to the community. Led and grew a high-performing operations team and cultivated a culture of collaboration, accountability, and continuous development through mentoring, cross-training, and strategic workforce planning. Oversaw over $90M in federal grant funding portfolio that aligned financial tracking and forecasting with programmatic outcomes and resulted in improved fund utilization, reduced reversions, increased transparency, improved access to funds by service providers. Developed legislative budget proposals, fiscal notes, and policy recommendations for the Governor's Office and Joint Budget Committee to positively influence state health policy, resource allocation, and strategic investments. Promoted cross-division collaboration and employee engagement by advising executive leadership on initiatives to improve communication, team cohesion, and responsiveness to community needs.
Colorado Governor's Office of Information TechnologySenior Fiscal Partner
Jan. 2015 - Jan. 2017Denver, COLed financial planning, forecasting, and strategic fiscal operations for statewide IT infrastructure and enterprise services. Progressed from Fiscal Partner to Senior Fiscal Partner, with expanded leadership responsibilities supporting annual appropriations across complex portfolios including infrastructure, networks, and enterprise software. Key Contributions Developed and implemented detailed cost recovery and rate models, using utilization data, revenue and expenditure trends, and service metrics to inform budgeting, rate setting, and strategic planning. Led the preparation of annual and supplemental budgets for statewide IT services, aligning funding strategies with executive priorities, service demands, and long-term fiscal policy. Provided fiscal expertise to legislative oversight committees, drafting fiscal notes, analyzing the financial impact of proposed legislation, and supporting the agency’s policy positions through detailed financial justifications. Served as lead fiscal liaison for major enterprise contracts, including Microsoft, Oracle, VMware, and CenturyLink, ensuring sound pricing structures, vendor compliance, and contract renewals that aligned with state policy and agency needs. Standardized budgeting and forecasting processes across service portfolios, facilitating collaboration between service owners, finance teams, and procurement to streamline decision-making and improve accuracy. Created and implemented a centralized SharePoint system for managing personal services and procurement requests, improving workflow visibility and interdepartmental coordination. Mentored and trained fiscal staff and service owners, building team capacity through targeted coaching and the development of tools and templates to support consistent fiscal analysis. Supported the design of hiring processes and staffing plans, ensuring alignment between service needs and available resources, and forecasting personnel cost impacts to budget and rate structures.
Atlantic Initiative & University of DenverInternational Policy and Program Coordination
Jan. 2013 - Jan. 2015Sarajevo, BiHSupported international program design, policy research, and stakeholder engagement efforts focused on civil rights, public sector capacity building, and international development. Worked directly with NGOs, government agencies, and academic institutions to facilitate programs, conduct research, and support strategic relationship-building. Key Contributions Researched and analyzed civil rights policy frameworks across the EU and Balkan region, developing training materials for judicial and law enforcement personnel on equality, security, and social capital as tools for reform. Created infographics and visual materials used in civil rights training sessions for the BiH judicial branch, increasing accessibility and engagement. Identified and cataloged funding opportunities for minority rights and equality-focused initiatives, producing a centralized resource for program development and partnership outreach. Served as in-country liaison for the University of Denver’s Global Practice Bosnia program, supporting program participants, local agencies, and multilateral stakeholders. Managed program logistics, including travel, lodging, and scheduling for international students and faculty, while coordinating community engagement events and site visits. Built partnerships with government agencies, multilateral institutions (e.g., USAID, UNDP, ICTY), and NGOs, supporting program expansion and internship opportunities for student participants. Maintained program and agency databases, ensuring up-to-date records of stakeholders, logistics, and client engagement data for ongoing and future initiatives.
City of CentralFinance Director
Jan. 2004 - Jan. 2015Managed the city's overall financial strategy, revenue forecasting, and strategic investments, ensuring long-term fiscal sustainability, regulatory compliance, and operational stability. Key Contributions Led a city-wide strategic financial planning initiative that aligned annual budgeting, infrastructure investments, and long-term economic development goals. Partnered with the Business Improvement District to identify and develop diverse revenue streams that decreased reliance on gaming tax and increased tourism-driven sales tax revenues. Developed financial models for evaluating business incentives and tax structures that enabled elected officials to make data-informed policy decisions. Spearheaded the refinancing of municipal bonds and restructured city debt that achieved cash flow solvency in both General and Enterprise Funds within one year, reduced interest obligations, and stabilized city operations. Oversaw financial planning and funding strategies for the $46M Central City Parkway, a major capital improvement project that improved accessibility and catalyzed infrastructure expansion and economic revitalization. Directed development of the city's first internal fiscal policies (budget, reserve, cash management, investment) and established a foundation of transparency and accountability in public finance for the city. Prepared and managed the city's annual audit and ACFR, ensured compliance with GASB, FASB, and OMB requirements and reduced year-end audit adjustments from 50+ to fewer than five annually. Modernized financial reporting systems and created an interim reporting process and training program that resulted in elected officials, commission members, and staff's ability to interpret and use public financial data effectively. Managed all employee benefits and HR policy administration and ensured compliance with retirement, insurance, and payroll requirements and served as the city's de facto HR lead.
City of CentralDeputy Treasurer
Jan. 2000 - Jan. 2004City of CentralSupported the Finance Director in managing the city’s financial operations, including revenue forecasting, accounts receivable/payable, and tax compliance tracking. Played a key role in maintaining accurate financial records and ensuring customer and vendor accountability. Key Contributions Developed and maintained a custom Excel database to track vendor sales tax remittances, licensing, and compliance, streamlining reporting and enabling proactive revenue monitoring. Assisted in revenue forecasting and historical trend analysis, supporting the development of annual budgets and helping identify patterns to inform policy and funding decisions. Processed and tracked all accounts payable and receivable across nine municipal funds, ensuring timely and accurate entries in the city’s general ledger system. Managed utility billing operations for over 300 customer accounts, serving as the primary point of contact for residents and businesses and resolving account inquiries and delinquencies. Contributed to the accuracy and integrity of financial data, ensuring proper coding, reconciliation, and documentation to support audits and reporting requirements.
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