9/24/2025
Profile
Seasoned finance executive with extensive leadership experience in tax-free municipal and higher education financial management. Proven success in directing the fiscal strategy of city governments, elementary / higher education institutions & a non-profit Expert in developing and administering multimillion-dollar operating and capital budgets, aligning fiscal policy with organizational priorities, and ensuring compliance with federal and state reporting requirements. Recognized for implementing innovative reporting systems, internal controls, and forecasting models that strengthen transparency, accountability, and efficiency. Committed to fiscal integrity, responsible debt management, and advancing the mission. Core Experience:
Government, Elem/Higher education finance and administration
Tax-exempt bond financing/refunding strategies for Capital Improvements & Facilities
Budget development & forecasting
Audit compliance, risk management, and internal control
Career Highlight 1: Successfully completed 6 tax free bond financing projects including: new issues, refunding, general obligation, lease purchase & revenue bonds.
Successfully completed 21 clean bill-of-health unqualified annual independent audits. Awarded the Certificate of Achievement in Financial Reporting and the Distinguished Budget Award by the Government Finance Officers Association
Why Hire This Candidate (In Their Own Words): The Finance Director position is a great match for my extensive financial fiduciary career. My strong government, non-profit, elementary/higher education, management, financial, administrative, budgeting, & strategic planning knowledge will be an asset to MoHEFA.
Strengths: Strong Tax-Free Financing Experience
Financial Leadership
Fiduciary Excellence
Accurate & Timely Reporting
Attention to detail
A great communicator
Ability to work with all levels & across multiple organizations
Proven & lengthy record of integrity
Hobbies & Personal Interests: Outdoor activities, hiking, National Parks, kayaking, fishing, camping along with domestic & foreign travel
Credentials: Bachelor’s of Science in Business Administration / Finance – Saint Louis University
Master’s of Business Administration / Accounting Emphasis – Saint Louis University
Industry Experience: Capital Markets, Education, Healthcare, Insurance, Non-Profit, R&D, Real Estate
Company Fit: Small: City Government Positions, Productive Living Board
Medium: St Charles Community College
Large: Washington University School of Medicine, St Louis County Government
Management Experience: 30yrs
10 people
Software Experience: Great Plains, Blackbaud, Colleague, Tyler ERP Pro 10, Incode, Munis, Datatel
Open To: Hybrid, In-office, Remote
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