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 budgets, plan and monitor expenditures and revenues, and establish controls to meet fiscal goals.Establish and enforce departmental operating policies and procedures, City policies, and ensure compliance with Sunnyvale Municipal Code. Management of technology maintenance and upgrades, including vendor and project management of utility billing software. Significant accomplishments includeo Implementation of web request tool for on-call extra garbage collection requests, reducing customer call volume by 10%o Successful pilot program of automated water meter technology, resulting in elimination of manual meter reading in the pilot area of 500 meters, reducing meter reading workload for those routes by 90%. o Implementation of remote technical support process for utility billing systems, enabling 24/7 support to minimize customer and staff impact of system problems.Provide support to internal and external customers in resolving complex customer service, audit, and accounting issues. Resolve customer tax or utility billing disputes and prepare for and participate in administrative hearings.Manage accounting and auditing for the Santa Clara Valley Urban Runoff Pollution Prevention Program (SCVURPPP).Inform and respond to citizens, City Council, and Boards and Commissions in meetings, outreach presentations, and State of the City events.

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 administration, system upgrades, reporting, and implementation of online renewal system, reducing processing workload by 40%.Monitor budget for the Treasury Division, including research and analysis for forecasting and control of budget expenditures, as well as assist with annual budget documents. Developed and managed business license tax audit program resulting in over $1,000,000 additional tax receipts over the initial three years of the program. Increased ongoing business tax revenue by over 50% from prior levels.Conduct program performance audits including documentation of current procedures and providing recommendations to fix any identified deficiencies and update City policies and procedures.Manage economic stimulus funding efforts, including program monitoring, grant application assistance, and creation of progress reports.Special projects including but not limited to analysis of records retention procedures, business analysis, report preparation for City management, administrative analysis, and research of state fiscal programs.

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 cost analysis, increasing product functionality at a reduced cost.Managed all market data services, including vendor development and management, contract negotiations, user training, manage all software/hardware upgrades for market data products, and monitored product support.Business analysis and project management of new trade compliance system, ensuring proper business requirement and workflow documentation, as well as product configuration.

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 hires addressing company procedures, internal system training, and client communications.

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 distribution and loan adjustments. I also coordinated with plan administrators to ensure compliance with retirement plan regulations.

Mba

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