Stephen Napier Email & Phone Number

Sunnyvale, California

I manage team of eight employees responsible for business licensing, meter reading, technology, accounting and auditing functions in the Department of Finance. Duties include:Prepare annual $2M Utility Billing division budget and provide support for utility enterprise funds, including creation of financial plans, development of operating and project.

In this role, I facilitated the Department of Finance business license tax audit and grant compliance program. Key accomplishments include:Conduct analysis of City policies and monitor legislative activity, providing recommendations to City management for policy changes or legislative advocacy positions.Manage business license software, including contract.

Managed quarterly client statement production process for 25,000 clients, including a major overhaul of the production process through creation of web interface for quality control and print production processes, and installation of new equipment to produce higher quality documents. Constructed database to manage market data products and conduct product.

In this role, I served as relationship manager for new clients, leading the client transition through account funding. This involved facilitating the account setup and asset transfer process between custodians, including transfer documentation, account reconciliation and resolution of all account discrepancies.I also organized training sessions for new.

I provided operational management of 400 clients, serving as a primary contact for all participant transactions and assisting with contracts, documents, and plan requirements inquiries. I produced and reconciled participant distributions, loans, and quarterly account statements, providing clients with analysis of vested balances, investment choices, and.

Mba

Bachelor Of Science (B.S.), Management Science