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Home My WebLink About7B Jerilyn Erickson, Finance Director 4646 Dakota Street S.E. Prior Lake, MN 55372-1714 MEETING DATE: AGENDA #: PREPARED BY: AGENDA ITEM: JERIL YN ERICKSON, FINAN PRESENTATION: The City recruitment for its next Finance Director began in April of this year when we hired Springsted Inc. to help us gather input from City Council members, City staff, and some of our auditing and financial consultants about the attributes most important in the successful candidate. Not surprisingly to those who understand our organization and our 2030 Vision, several of the identified attributes were repeated - be a strategic thinker, resourceful, service-oriented, a problem solver, astute financial manager, integrity beyond reproach, not your stereotypical "bean counter". The City received 18 applications for the position. After a lengthy and competitive recruitment process that included two interviews, a written position paper, and a staff meeting, we believe we've found just such a candidate. Jerilyn Erickson earned her Bachelor's degree in accounting and business administration from Mankato State University, and will complete her Master's degree in business administration in 2009. She has spent her career in public finance, first with the City of Northfield as an Accountant and Accounting Manager, and most recently with the City of Burnsville as an Accounting Manager where, over the last seven years, she has been responsible for · Managing a $70+ million investment portfolio · Developing long-term financial plans · Managing a staff of five in providing payroll, accounts payable, accounts receivable and revenue accounting. · Assisting in the development of a $50 million annual operating budget Jerilyn's past supervisors describe her as well-respected, professional, a great project manager, flexible, dedicated, and a go-to person. Through the interview process we also found her to be patient, thoughtful, and a good communicator. We are excited to have her join the Prior lake team. Not only did Jerilyn start today, she has also already appeared on an Inside City Hall program where we introduced her to the community. Council members will have an opportunity to meet Jerilyn tonight, and we have invited her to briefly introduce her self to the Council. www.cityofpriorlake.com M:\C 0 U NC I L \AG Eii D,C\ f~ EPORTS\2CPPidH~f9~~.;~~~OOEycm) ~44 7.4245 ~,'~~~<:..f7"''' .... -~~.u' ....:~.;,.'.;...;,;....(j'.~~.;,.u..... 4297 Clearwater Trail Lonsdale MN 55046 OBJECTIVE EDUCATION EXPERIENCE JERIL YN ERICKSON ...... ........Y';,...;,...;,;,...;,.;,.;,.;,.~..J;,.;,.;,..- U' -.....J~;,.i---:~ffi;,..-'.;,.(J................u.....- ...-...............;,.;,.;,.;,..'.~.;..........;,.;,."'"';,........ o-UUffrfi<liL:.. ~ 507.744.2442 (borne) 612.619.1136 (cell) jerilvn.erickson(Q),ci. burnsville.mn. us Leadership position in local government drawing on experience in management, property taxation, financial planning, budgeting, financial reporting, and municipal investing. UNIVERSITY OF ST. THOMAS, Minneapolis, MN MBA, emphasis in management, expected graduation, 2009 MANKATO STATE UNIVERSITY, Mankato, MN BS, Accounting and Business AdministrationlFinance July 2001 - Present t.:n'i OF BURNSVILLE, Burnsville, MN Accounting Manager . Manage $70M+ investment portfolio, prepare quarterly investment reports . Develop long-term financial plans . Assist in development of the annual operating budget ($50M) . Assist in preparation of the annual audit and comprehensive financial report (CAFR) . Develop and implement financial policies and procedures . Prepare cash flow projections . Review monthly financial reports . Manage a staff of five in providing accounting services including payroll, accounts payable, accounts receivable and revenue accounting . Lead and direct implementation of new Enterprise Resource Management System CITY OF NORl.u~IELD, Northfield, MN Accounting Manager October 1999 - July 2001 . Manage a staff of seven in providing accounting services including payroll, utilities, accounts payable, accounts receivable, fixed assets, special assessments and motor vehicle services . Facilitate and coordinate year-end financial close processes, annual and interim financial reporting, and annual audit . Administer financial system access, communicate with software vendor for technical services and software enhancements JERIL YN ERICKSON W';"';'ifutwm~ H....".;iiii;::j~...:i. ." ....'Ii.~;.~.;.~......;,rii".r{j'1Ju:................... .,. .... .....{r'...ru.'.~..(J.;.;....';...tiiLnJ~......"..,. ..d."";,.......fi.;.~;i~;"i~;i.;/~i;it.;.;,...;.;............,..................i~w~:;l~: CITY OF NORl.u.~.lELD, Northfield, MN (continued) Accountant October 1996 - October 1999 . Assist in preparation of annual audit . Reconcile investment portfolio, general ledger accounts, and bank accounts . Manage special assessment database . Prepare journal entries Senior Accounting Clerk . Manage special assessment database . Reconcile general ledger accounts . Prepare payroll and sales tax returns July 1994 - October 1996 PROFESSIONAL MEMBERSHIPS and LICENSES Certified Public Accountant (unlicensed), 1991 National and Minnesota Government Finance Officers Association, Member PROFESSIONAL TRAINING Financial & ERP Acquisition & Implementation, GFOA, 2006 Treasury Management & Cash Flow Forecasting, GFOA, 2004 Investing Public Funds, GFOA, 2004 Advanced Financial Reporting, GFOA, 2002 The Advanced Government Finance Institute, GFOA, 2001 COMPUTER SKILLS Strong PC skills and experience in using and training others in computer technology. Skilled in the use of Microsoft Office products, New World Systems financial software (.NET and AS400), and PACE financial software.