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� ���y ��, �=�� M E M 0 R A N D U M
� TO: Village Council
� FROM: Michael R. Couuo, Jr., Village Manager C,�l ���
DATE: January 5, 2001 f�
� SUBjECT: Recommendation for Position of Finance Director
��
In accordance with Section 3.02(� of the Village Charter, I respectfully submit for
your review and approval the appointment of JoAnn Forsythe as Finance Dirctor
, for the Village of Tequesta. The Finance Director position has been vacant since
July 10, 2000 (the assistant finance director position — vacant since June 26, 2000).
Attached is a Conditional Offer of Employment letter from Kim Bodiniao,
Personnel Specialist, for the Village of Tequesta.
After the Selection Committee (Michae) Couzzo, Village Manager; Joann
Manganiello, Assista.nt Village Manager; Kim Bodiniuo, Personnel Specialist, and
Daniella Russell, auditor, Nowlen, Holt & Miner) interviewed Ms. Forsythe, they
unanimously recommended the appointment of Ms. Forsyth. So I am pleased to
recommend her as Finance Director. A copy of her resume, detai(ing education,
background and experience is attached for your review and consideration. Please
note that Ms. Forsythe is a Certified Public Accountant and has municipal
government experience. I believe Ms. Forsythe has the skills and experience
necessary for the position, and will be an asset to the Village of Tequesta.
I have negotiated a sta.rting with salary with Ms. Forsythe of $60,000 per year.
Additionally, she will receive the same benefits as other Department Heads.
I am confident that Ms. Forsythe will provide the leadership and guidance required,
as well as assist me in providing excellence in financial accounting, document
presentation, budget preparation, compliance with government regulations,
computer and information systems management.
Should the Village Council approve her appointment, I anticipate Ms. Forsythe to
begin work on Monday, January 22, 2001. Any offer of employment is contingent
upon receipt of a satisfactory physical and background check.
I appreciate your review and consideration of this request. Please contact me if I
can be of further assistance.
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VILLAGE C TEQUESTA
Post Office Box 3273 • 250 Tequesta Drive • Suite 300
' '" Tequesta, Florida 33469-0273 • (561) 575-6200
�s �� t Fax: (561) 575-6203
C '�
� 0
, January 4, 2001
`, Mrs. JoAnn R. Forsythe
� 10534 Dogwood Trail
� Jupiter, Florida 33478
i
RE: Conditional Offer of Employment
1 Dear Mrs. Forsythe:
Congratulations! You have been selected for employment with the
Villaqe of Tequesta in the position of Finance Director. This
employment offer is contingent upon the successful completion of a
pre-employment medical examination including drug-screen, as well as
a background investigation. Your pre-employment medical examination
will be conducted on Monday, January 8, 2001, at 9:30 a.m. at
Occupational Health Center, 3345 Burns Road, Suite 102, Palm Beach
Gardens.
Your appointment to the position of Finance Director will be
effective Monday, January 22, 2001, at the starting annual salary of
� $60,000. Pursuant to Village Policy, your probationary period will
be six (6) months. Upon the successful completion of your
probationary period, you will receive regular employee status and
commencement of certain benefits as outlined in the Vi.Zlage of
Teqvesta Entployee Handbook. Additionally, you will receive an
automatic 2.5°s salary increase.
Should you find the terms of this offer of employment acceptable,
please execute below and return to me at the address appearinq on
this letterhead. Should you have any questions, please feel free to
contact me at 575-6200. We look forward to having you as part of the
Village Staff.
Sincerely,
�*�,•., ••/ .j� + �
�
Michael R. Couzzo, .
Village Manager
� � � ZOOI
S' nature of Acceptan Date
personnel\empoffer.sam
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_ joAnrs R. Farsythe, CPA
� 1Q534 Dogwood Trail
jupiter, FL 33478
� (561) 745-3266; ofc. 743-�100
Obj�ctive: The op sition af Finance [litector for the Vilfaae of Te� es
� Highlights CPA. with fourteen years overall experier�ce i,n finance and accounting. Six
years experience supervising all accounting and financial activities of
'`� . Florida municipalities including MIS, purchasing and personneUpayroll
� � � functions of �ovsrnnnental .units and utilities. T�o years with big-five
� accounting firm with experience supervising audits of Florida
., municipalities.
�
�� Experience Equine Technology, Inc. Jupiter, FL 33458
Controlder August 1997 to Present
� i 1 � Developed and implemented an accounfing system for this start-up
� � company �cl.udi�,� de-veloping a chart of.aECC�unts .that vvauld e�cpedite
analysis of the financial records and operations.
; � DevelQped, implemented and managed operational procedures and
' policies
� Applied principles of accounting to analyze past and preseht financial
operatior�.
� Estimated future revenues and expenditures for forecasts.
� Set-up of inventory on QuickBooks Pro and Dydacomp M.�.M pmgrams
to maintained effecfive inventory confrol and properly track COGS.
� Maintained all financitai records.
� Prepared �inancial, payroll and tax reports for various agencies.
� Managed all financial aspects of the company.
� ' Maintained budgeting systems which provided control of expenditures
made to carry aut activities.
� Demonstr,ate�l effectivs presentation skills to acquire credit for the
� company.
� Developed policies end procedures for account collec�ons and
extension of credit to customers.
�: JoAnn R. Forsythe, PA Jupiter, FL 33458
CPA July 1995 to June 1997
� Prepared, analyzed and interpreted monthly and annual financial
' reports.
� Evaluated the financial irnpacf of various types of debt instruments.
� Evaluated commercial business ventures with variotis methods of
'' financing a�d preparec� reports for clients.
� Prepared annual tax reports for business, individuals and not-for-profit
' organizations. . . . .
' -� Performed compilaflons and reviews of financial statements.
� Set.up, performed or monitored payroll funct�ons for chents.
� Consulted with clients regarding financial impact of transactions.
' Village of Royal Palm Beach Royal Palm Beach, FL
Assistant Vfllage Mcmager & Fi»ance Director May 1990 to June 1995
' � Directed financial activities of organization and subdivisions of the
organizati� and utility plant.
� Determin.ation of depreciation to apply to capital asse#s of utility plant,
'
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JoAnn R Forsythe, CPA P � B �
�
bond covenants and loan agreements.
� � Prepared annual compliance reports of hond covenants, loan agreements
and purchase agreements.
� Prepared �nd presented financial reports at monthly Council Meetings.
� � Directed accounting depar�ent of governmental unit and utility plant
� Directed preparation of budgets.
� � Delivered oral and written presentations of the annual budgets.
� ', � Prepared �eports required by regulatory agencies.
'•� Directed p�yroll and human resources
� Assisted subordinates and supervisors in identifying and resolving
� problems.
� Negotiated employee union contracts with the Teamsters, AFL-CIO, PBA.
� Arranged for annual audits .
� � Directed financial planning, procurement and investment of funds.
� Delegated authority for receipt, disbursement, banking, protection and
custodq of funds, securities and financial instrUments.
' � Prepared �nd presented speciel reports for management at Council
meetings.
� Expedited communication between upper level management and generel
' personnel.
Town of Highland Beach Highland Beach, Florida
' Fitzance Director 1989 to 1990
Coopers and Lybrand West Palm Beach, Florida
' Sertior Assa�ciate 1987 to 1989
' Education: Pal.m Beach Atlantic College West Palm Beach, FL
Graduate courses in tax and uar�iting 1986
Florida Atlantic University Boca Raton, Florida
' BBA, emphasis in Accm�eting 1986
Palm Beach Community College Lake Worth, Florida
, AA Computer Science 1984
Certifications and Affiliations:
' Certified Public Accou
ntant
Licensed with the Florida Board of Accountancy
I C011V1'1Llttl�/: Florida Special Response Tearn -A (FL-SRT A Search & Rescue t
) eam.
FEMA Florida Task Force 2- Urban search & rescue.
I References : Available upon request
(