Linda Gregory, Cpa Email & Phone Number

Centennial, Co

Responsible for all finance and accounting functions of the District to include payroll, budgeting, forecasting, and financial reporting.Responsible for treasury and investment management services as well as managing debt issues.Wrote the Comprehensive Annual Financial Report (CAFR) which received the Certificate of Achievement for Excellence in Financial Reporting for the past 7 years.Wrote and implemented financial policies for the District under GFOA’s best practices, including the procurement, comprehensive fund balance policy subsequent to GASB 54, capital, capital funding, and the balanced budget policies. Wrote the policy for the capital improvement plan, updated the investment policies subsequent to the US downgrade and the State update of CRS 24-65-603.Coordinated the annual audit to include the A-133 audit of the Colorado Task Force-1. Implemented quarterly internal audit function for the special revenue fund of approximately $1.6 million (grant revenue before deployment reimbursement).Responsible for the annual budget ($49 million in the general fund), 5 and 7-year projections and as budget officer, the budget approval, appropriation and certification of the mill levies.Assisted with the 2007 General Obligation Bond Issue and the advanced refunding of Bond Refunding Series 2013, sale of debt and miscellaneous special projects. The refunding resulted in a saving of approximately $2 million to the taxpayer over the life of the bond.Assisted with the RFP process and selection of a medical billing agency. Managed the outsourcing and transition of the Emergency Medical Service (EMS) billing department to a new vendor. Implemented collection of EMS transport bills with the State of Colorado to save approximately $65,000 annually.Participated in District’s Strategic Plan and the District becoming recognized as a nationally accredited fire district through the Center for Public Safety Excellence. Managed a staff of seven within the finance division.

Responsible for all finance and accounting functions of the organization and three additional related entities to include cash management, projections, budgeting, financial analysis, and reporting.Responsible for preparation of all Field Verification Reports and all AIA documents through construction draw process.Responsible for risk management and insurance needs.Responsible for Job Analysis reports on all construction projects.Responsible for identification and segregation of construction funds drawn in advance.

Responsible for all finance and accounting functions of three organizations to include cash management, projections, budgeting, non-profit ratios, and reporting.onsible for grant reporting to Federal, State, and Local granting agencies.nsible for the preparation of budgets accompanying grant proposals.Responsible for the preparation of audited and compiled financial statements and various reports for management and three separate Board of Trustees.Responsible for communications and implementation of Investment Committee decisions.Responsible for risk management and insurance needs.Responsible for financial oversight of special events.Responsible for financial reporting to various corporate and foundation grantors.Maintained proper internal control over temporarily-restricted funds.Participated as part of the Senior Management and Leadership teams.

Responsible for all finance and accounting functions of the organization to include cash management, projections, budgeting, non-profit ratios, and reporting.Prepared audited and compiled financial statements and various reports for both management and the Board of Trustees.Implemented all authoritative accounting pronouncements and standards.Supervised accounts payable, accounts receivable, and payroll.Maintained endowments to include allocation of funds and earnings within multiple endowment investments.Performed financial reporting to various grantors.Coordinated departmental and annual budgets with the Executive Director and Director of Resource Development; annually, responsible for the update of the financial plan.Developed policies and procedures, reporting requirements, and job cost system and ensured proper administration of the first-year $33 million and second-year $10 million grants of a $120 million capital campaign at 31 tribal colleges.Maintained financial accountability and timely reporting as revenue increased from $8 million to over $50 million.Maintained excellent communication with staff and management and served as management’s liaison to the Audit and Finance Committee of the Board of Trustees.

Prepared Bondi & Co. financial statements.Compiled client financial statements to include government enterprises, nonprofit entities and homebuilders.Performed client work, including payroll, accounts payable, sales tax return preparation, and reconciliation of client investments.Prepared tax returns for nonprofits, individual, corporations and partnerships.Reviewed financial statements prepared by other accountants.Reviewed and installed financial software; provided client training.