Experience

Chief Deputy Treasurer/Investment Officer, Island County Treasurer Office 

Jan 2014-Present

  • Manage staff work schedules and make sure there is adequate office coverage

  • Provide guidance and assistance to staffs in the office

  • Respond to public inquiries and resolve problems that arise

  • Monitor and process taxing districts with fund transfers and investment requests, thus ensuring they have sufficient cash for expenses

  • Review and monitor all monetary transactions that run through the county's bank accounts

  • Manage Island County Treasurer's Investment Pool, and the allocations of investment earnings

  • Oversee the county's auto pay tax program

  • Oversee banking transactions for the county and the taxing districts

Chief Deputy Treasurer/Investment Officer, Island County Treasurer Office 

Jan 2014-Present

  • Manage staff work schedules and make sure there is adequate office coverage

  • Provide guidance and assistance to staffs in the office

  • Respond to public inquiries and resolve problems that arise

  • Monitor and process taxing districts with fund transfers and investment requests, thus ensuring they have sufficient cash for expenses

  • Review and monitor all monetary transactions that run through the county's bank accounts

  • Manage Island County Treasurer's Investment Pool, and the allocations of investment earnings

  • Oversee the county's auto pay tax program

  • Oversee banking transactions for the county and the taxing districts

Accountant, Island County Treasurer's Office

Jun 2008-Dec 2013

  • Prepare and distribute county revenue and disbursements though journal entries

  • Prepare financial report for the taxing districts (school districts, water districts, fire districts, etc.) 

  • Ensure that the monetary transactions within the individual funds are accurate

  • Supervise and assist the staffs in the office in the absence of the treasurer and chief deputy treasurer

  • Ensure that all financial reports and monetary disbursements meet the RCW or laws of WA State

  • Administer the bond debt payments for the 

Previous Work History

  •  Accounting Supervisor, Pacific Guardian Life Company, corporate office (Mar 2008- May 2008)

  • Senior Accountant, Pacific Guardian Life Company, corporate office (May 2005- Mar 2008)

  • Accountant, Pacific Guardian Life Insurance, corporate office (May 2002- Apr 2005)

  • Accounts Payable Accountant, Ocean House Builders (Feb 2002- May 2002)

  • Sales Accountant, Cheap Tickets Inc, corporate office (Sept 2002- Feb 2002)

  • General Ledger Accountant, YMCA of Honolulu, Metro Office (Dec 1998- Sept 2000)