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Memorandum
To: Village Council
From: Joann Manganiello, Acting Village Manager
Date: August 4, 2000
Subject: Appointment of Tequesta Finance Director;Agenda Item
As you know, in July 2000, Connie Holloman resigned her position as Finance Director to take a
position elsewhere which was more flexible and better suited to her personal and family life at this
time. Since that time we have hired a temporary accountant to help out in the Finance
Department, and Richard Diamond, Acting Assistant Manager, and I have been overseeing the
day-to-day activities.
The Village advertised for the Finance Director in the Palm Beach Post, the Florida Government
Finance Officers Association Newsletter, and the Florida League of Cities Datagram. The
deadline for submittal of resumes/applications was July 14, 2000.
The Village received 26 resumes/applications for the position of Finance Director. After review of
the applications, the Personnel Specialist, Acting Assistant Manager, and I interviewed the four
top candidates. It is our opinion that the top candidate is Allan Owens, currently employed by the
Town of Lantana as Director of Finance for the past 13 years. Mr. Owens holds a Bachelor of
Business Arts Degree in accounting from Florida Atlantic University. He is also a Certified Public
Accountant with auditing experience. Significant accomplishments include receipt of the
Government Finance Officers Association Budget Award for six years and the Government
Finance Officers Association Certificate of Achievement for Financial Reporting for five years.
Currently, Mr. Owens is the Chapter President of the Palm Beach County Government Finance
Officers Association.
Mr. Owens has agreed to. accept the position as Finance Director commencing on September 11,
2000, at an annual salary of$64,990 which falls within the range advertised by the Village.
It is recommended that the Village Council confirm the appointment of Allan Owens as Tequesta's
Finance Director, per Section 3.20(7) of the Village Charter.
Should you have any questions relative to this recommendation, please feel free to contact me at
your convenience.
amipro/fil s/manager/fin andir
07/14/2000 12:38 5615405009 LANTANA TOWN HALL PAGE 01
Allan Owens
141 Lexington Drive
Royal Palm Beach, FL 3341
July 11, 2000
Village of Tequesta
Personnel Specialist
P.O. Box 3273
Tequesta, FL 33469-0273
Dear Sir or Madam:
Enclosed please find my resume for the position of Finance Director. As you can
see, I have almost thirteen years experience as a municipal Finance Director, all
with
the Town of Lantana While I have enjoyed the opportunities and experience
that
have been afforded me from my tenure with Lantana, I feel that I have accomplished
most of the goals I had set for myself with the Town,•and would like to broaden my
professional experience in government finance.
If, after reviewing my resume, you feel that my qualifications match. your
requirements. I would enjoy the chance to discuss the opportunity with the Village'of
Tequesta.
Sincerely, •
Allan Owens
07/14/2000 12:38 5615405009 LANTANA TORN HALL PAGE 02
L. Allan Owens
141 Lexington Drive •
Royal Palm Beach, FL 33411
561-795-0573
OBJECTIVE
To obtain the position of Director of Finance, where my years of experience as a
municipal finance director, CPA, and corporate controller may be fully litili7pd. This
position would encompass all aspects of the financial function, including budgeting,
purchasing, cash and debt management, financial statement preparation, coordination
of annual audit,and supervision of daily general ledger functions.
EXPERIENCE
Town of Lantana,500 Greynolds Circle,,Lantana, FL 8/gq to resent
Director of Finance(employed in same capacity 4/86-5/89) P
Duties include supervision of all aspects of the financial management system- These
include: directing preparation of annual budget preparation of monthly expenditure
and revenue reports,pension administratrion,administration of employee group health
benefits, and cash management control.
Current Compensation:
Base Salary $63,000
Supplemental Payments(Longevity,auto allowance,etc.) 7,000.
Significant Accomplishments
• Established a fixed asset accounting system
• Received GFOA Budget Award for six years
• Received GFOA Certificate of Achievement for Financial Reporting for
five years
• Assisted in issuance of$18 million water revenue bond issues 1992,
1997 and 1998 •
• Established Purchasing Card program in 1996
• AnaIyzed existing Defined Contribution Plan; made enhancements in
1998 by switching investment managers and establishing self-directed
accounts
• Established a pooled cash accounting system
• Negotiated various interlocal agreements from 1994-1996
• Established an Internal Service Fund to track vehicle maintenance costs
• Analyzed funding alternatives for road repair and enhancements;
negotiated a line-of-credit with local bank in 2000
07/14/2000 12:38 5615405009 LANTANA TOWN HALL PAGE 03
Master Gardeners Nursery and landscaping,Inc., Delray Beach, FL
Corporate Controller 5/89 to 8/90
Duties include the direction and supervision of entire finance and accounting function.
Specific duties included: reconciliation of various GL accounts, preparation of monthly
financial statements, preparation of corporate tax returns, and contract administration
and controL
Significant Accotnplislwnents
▪ Converted manual accounting system to computerized system
• Established vendor,.tt/R data base and chart of accounts
• Attended seminars on PIK operating systems
• ,Developed customized reports for management using PROCS
• Created and formatted computerized financial statements
Peterson&Peterson,CPA's, Palm Springs,FL �/81 to�!
Staff CPA
86
Employed as staff accountant for local firm. Duties included: preparation of corporate,
individual,and partnership tax returns,preparation of compiled and reviewed financial
statements,and monthly accounting write-up work.
Nowlen,Holt&Miner .CPA's,West Palm Bead%FL 4/79 1/81
Staff Accountant
Employed as staff accountant.Duties included:auditing private and governmental
entities, preparation of individual,corporate and partnership tax returns,and
preparation of compiled,reviewed and audited financial statements.
EDUCATION
Florida Atlantic University
Graduated with honors in March 1979, BBA with major in accounting.Maintained GPA
of 3.62_
M '1.
07/14/2000 12:38 5615405009 LANTANA TOWN HALL PAGE 04
CERTIFICATES/ .
AFFILIATIONS
Passed uniform CPA examination in 1981. Member of the Government Finance Officers
Association, Florida Government Finance Officers Association,American Institute of
Certified Public Accountants,and Florida Institute of Certified Public Accountants.
Past Director of the Palm Beach County chapter of the Government Finance Officers
Association,currently serving as Chapter Puesident. Member of the Board of Directors
of the Lantana Library Foundation, Inc.,serving as Secretary/Treasurer.
REFERENCES
Deborah Diaz,CPA 561-686-1551
Lisa Sanders,Attorney 561-687-3444
Ran Ferris,Town Manager 561-790-3732
Wayne Petersen;CPA 561-964-1800
Dr. John Yocum 407-870-2443
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