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HomeMy WebLinkAboutSP January 12, 1995 ~J i ') U , '\ '-) CITY of ANDOVER 1685 CROSSTOWN BOULEVARD N.W. . ANDOVER, MINNESOTA 55304 . (612) 755-51DO Special city Council Meeting - January 12, 1995 Call to Order - 6:45 p.m~ 1. Interviews for Finance Director Adjournment . \ , ) o '0 CITY of ANDOVER 1685 CROSSTOWN BOULEVARD N.W. . ANDOVER, MINNESOTA 55304 . (612) 755-5100 Interview Schedule for Finance Director Applicants 7:00 PM 7:45 PM Alan J. Rolek Jean D. Nichols ) \ I , \ j Jean D. Nichols 8880 Irving Avenue South Bloomington, Minnesota 55431 December 20, 1994 Mr. Richard Fuhrsman City of Andover 1685 Crosstown Boulevard NW Andover, Minnesota 55304 Dear Mr. Fuhrsman: I am writing in response to our telephone conversation and the advertisement in the Minneapolis Star Tribune for the position of Finance Director. As found on my enclosed resume, I am currently employed by Abdo, Abdo & Eick as a Manager. This position and previous experience has given me a significant amount of expertise in governmental accounting. I have worked with many cities on a variety of projects. Some examples of projects I have been in charge of involve assisting clients when they do not have a current Finance Director, converting manual accounting systems to computerized systems and teaching employees how to use the systems, and performing troubleshooting assistance when accounting systems are not functioning properly. I am extremely interested in the position of Finance Director for the City of Andover. I feel that with my past experience, dedication to performing the best possible work I can and my willingness to work with others on a team basis, I would be a valuable asset to the City of Andover. Thank you for your time and consideration. I look forward to speaking with you at your earliest convenience. sincerely, ~c.'-"-~' ~~~ Jean D. Nichols, C.P.A. I , LICENSE EDUCATION May 1988 INDUSTRY EXPOSURE EXPERIENCE Nov. 1992 - Present: \ Dec. 1989 - Nov. 1992: Feb. 1987 - Nov. 1989 COMPUTER SKILLS Peac;;htree Plus ,O"R.OFESSIONAL ; FILIATIONS JEAN D_ NICHOLS, C_P_A_ 8880 Irving Avenue South Bloomington, Minnesota 55431 (612) 948-0305 CERTIFIED PUBLIC ACCOUNTANT Minnesota license #15554 Bachelor of Arts, Accounting Buena vista College, storm Lake, Iowa Governmental service Real Estate Retail Agriculture ManUfacturing Certified Public Accountant, Manager Abdo, Abdo & Eick, Bloomington, Minnesota supervise governmental and for profit audit engagements Oversee monthly compilation department, analyze financial statements, review payroll and related reports Assist clients with computer implementation and upgrading software systems, convert manual accounting systems to computerized systems using software systems applicable to specific business Provide assistance to clients when structuring or restructuring internal control systems Prepare corporate and individual income tax returns Research tax issues relating to specific clients . Prepare proposals for new and continuing clients Accountant, Reineke Tax and Accounting Service, Britt, Iowa compiled computerized monthly financial statements Assisted businesses in converting to computerized accounting; oversaw progress of system . Prepared individual, partnership and corporate income tax returns Accountant, Dennis M. Kitchen, C.P.A. (deceased), Britt, IA Participated in governmental audit engagements compiled computerized monthly financial statements. Computed payroll, payroll tax liabilities, sales tax and prepared related reports Prepared individual, partnership, corporate, and non- profit income tax returns BDS Governmental Accounting Lotus 1-2-3 Words tar RIA Onpoint Research OE Write . American Institute of Certified Public Accountants . Minnesota society of Certified Public Accountants American Womens Society of Certified Public Accountants \ / .' Alan J. Rolek 8912 prestwick Parkway Brooklyn Park, MN 55443 (612) 424-9696 ..-, ....~ -::,":...r December 27, 1994 \.c;,. u--- '-.... , . . .... -..., City of Andover 1685 Crosstown Boulevard N.W. Andover, MN 55304 To Whom It May Concern: Please accept this letter as my application for the position of Finance Director for the city of Andover. Enclosed is my resume' which includes employment and educational experience. I will be happy to submit references upon request. My career background has been entirely devoted to the municipal finance area. I have been employed as the Finance Director for the City of Shorewood for the past six years, responsible for the overall management and administration in the Finance Department. During this time, I have been involved in the implementation of a new computer system, automated the budgetary accounting system, implemented a new budget format, assisted in the development of a five-year capital improvement program, and prepared and submitted the City's Comprehensive Annual Financial Report for the GFOA Award for Excellence in Financial Reporting Program, which the City was awarded for the first time for 1992. The city's bond rating during this period has been upgraded by Moody's Investors Service twice, from Baal to A1. Prior to assuming this position in Shorewood, I was employed by the city of Falcon Heights for over 10 years in the same capacity. I have been an active member of the Government Finance Officers AssQCl.:>.tl.Qn and h~"p ~"'rveo as a chair and co-cha ir of various committees, and as an At-Large member of the Executive Committee. I have also served as a member of the Association of Metropolitan Municipalities Revenue Committee. I am very interested in the Finance Director position with the City of Andover and welcome the opportunity to discuss it with you. I believe that my experience in the area of municipal finance would be a valuable asset to the City. I look forward to hearing from you. Sinee~elY , /'//f) ~ l- ~~l~' . , " / .' "\ ) ALAN J. ROLEK 8912 PRES1WICK PARKWAY BROOKLYN PARK, MN 55443 424-9696 (H) 474-3236 (W) PERSONAL INFORMATION: Married 14 years, four children, ages 10, 8 and 3 and 1. Born July 29, 1956, age 38. Excellent health. EXPERIENCE: November, 1988 to Present June, 1978 to November, 1988 Finance Director/Treasurer. city of Shorewood. MN Responsible for overseeing all functions and staff of Finance Department, preparation and maintenance of $4 million annual budget, management of city I s accounting records in compliance with AICPA and GASB standards using generally accepted accounting principles, payroll functions, utility billing, special assessments, investment of city funds, MIS coordination, administration of city insurance policies, and all other duties applicable to the financial operation of the city. Finance Manaqer/Assistant to Administrator. city of Falcon Heiqhts. MN Responsibilities include maintaining all accounting records and funds, work with city Administrator in preparation of a $1.1 million annual budget, payroll preparation, monthly report:s, investment of Ci ty . funds, utili ty billing, coordination of purchasing functions, coordination of personal computer applications and other administrative duties. EDUCATIONAL BACKGROUND: Bachelor of Arts Degree with emphasis in Finance Administration, Metropolitan state University, st. January, 1991 and Public Paul, MN Associate of Arts Degree in Accounting from Anoka-Ramsey Community College, Coon Rapids, MN, June 1978. Honors include selection to Phi Theta Kappa Honor society and Dean's List. " Graduate, Edison Senior High School, Minneapolis, MN, June, 1974 / J , / \. l ALAN J. ROLEK 8912 PRES1WICK PARKWAY BROOKLYN PARK, MN 55443 424-9696 (H) 474-3236 (W) ASSOCIATIONS AND MEMBERSHIPS: Active member of Government Finance Officers Association and Minnesota Government Finance Officer~ Association. Member or 1992 Social Committee, Chair of 1993 social Committee, Co-Chair of Sub- Committee for 1994 National GFOA Conference in Minneapolis, MN, At- Large Member of 1994 MGFOA Executive Committee, Chair of 1995 State Conference Committee HOBBIES AND OTHER INTERESTS: Enjoy music, camping, fishing and golf. References furnished upon request. .' 2 Application for Employment It is this employer's policy to make reasonable accomodations for persons with disabilities in the hiring process. If your disability prevents you from reading or filling out this application form, please let us Icnow. and we will provide assistance. Title o~jfie Position For Which You Arc Applying Dale of plication Dale Avajlabljfor Work ;-- ).t! ,.Je~ J; ~.,-; ~ / /i7 ~ ~:2/ II' IS Middle Initial ;::) First Name LA?J City Stale fJ Zip ~#3 r J!..t<) v County of Residence JI G",l.J;U~P J Are you 18 years of age or over? Y co 0 No If not, sla1c Date of Birth Residence Phone Business Phone /;;;t/- 9t--f'~ .;j7~ - 3d- 3,b C Driverl. License SIa1c /l7;.) Number !2.. - 'I~0 - (, c/o ~ 'I <1/ - :)9'1 Class Education: Did you graduate from high school or receive aGED? 5Q No ~ Yco SchoolAttcnded e:J>).s(l~ }jlif/l .s{'~L, iJ7{lL.S How many years of education have you had? (Circle one) 7 8 9 10 11 12 13 14 15 16 17 18 19 20 20+ Important facta about information on your application This application is to assist in the hiring process. Certain information requested on the application is not public. It will be released only to you or to persons within the organization who nced to know it in order to perform their job duties. If you arc employed. the data will be available to the Internal . 'venue Service and the Social Security Administration for payroll and tax purposes. J Are you legally obligalal What may happen if Privale Data Why we uk for it to provide it? you dOD't provide it? Dale of Birth (If under 18) To comply with child labor laws. Yes Failure to provide information may be cause for rejecting an applicant. Mailing Address To be able to send you notices. Yes Failure to provide information may be cause for rejecting an applicant. Driver's License May be required to drive motor vehicles as a part of job. No We may not be able to employ you in certain jobs which require a driver's license or where you may be required to come to work on short notice. Home Telephone To be able to contact you to determine availability for interview. No We might not be able to contact you for an interview. Sex, RaciallEthnie Group, Handicapped status, rrhis information is requested on a separale form.) To be able to make Equal Opportunity reports as required by law. No We will not be able !o determine whether our selection process results in unfair discrimination, or to take amrmative action in our hiring. Conviction Rccord To determine whether we may legally accq>t an application from you and to determine whether your record may be a job-related consideration. Yes We will not be able to make determinations required by law. / This application wu developed in 1992 by the Job Service Employer Committoc, 1201 - 89th AVCllue, Blaine. MN 55434-3346 (phone 612-785-6496). It io inta>dod that this application be pla=d in the public domain, Dot .ubjoc:t to copyright protection. The applica1.ion may be duplica1al or altcn:d without pcrmiuion. The Job Service Employer Committoc ohall Dot be liable for the use of this application. in any form. or the use of the information provided in the applica1.ion. , , , I Employmg Fum Address Lcn~th of Employment (if within last 5 years) From P~"ne Number: \ ,; Title Number and Type of Positions You Supervised: Supervisor Supervisor', Title To Month year Month year Principal Reoponsibilities " months Total Years Reason for leaving (Attach additionaI sheets if necessary) Complete if Applicable: Check below the Industrial Machines that you have operated Multi Spindle Drill Press NCICNC TUrTet Press Multi Spindle Chucking Machine Tig. Mig. Oxy Acetylene Gear Hobber Milling Machine Cylindrical Grinder Air Grinder NCICNC Centers Punch Press Universal Surface Grinder Sheet Shears , Robotics Brake Paint Spray Coil Winding Waxers &. Polishers Sheet Rollers Lift Truck Auto Laminating Leadcutting Equip. Wave Solder / Other Machines Operated Do you have the basic tools of your trade? Do you do - Set up Layout Read Blue Prints l ...::L Check below the Office Machines that you have operated Dictaphone Bookkeq>ing Maehine Teletype Blue Printing Machine Posting Machine CRT Adding Machine ,... Personal Computer ~" ' ...<:>- / ,.t~r"" Word Processing Equipment Type //>/11 /II lie Type / ilfi' L Calculator J Electric Typewriter WPM Shorthand WPM Other Switchboard ~ Cash Register CAD/CAM Machine Drawings Color Code Wire List Solder v.'hat shift would you prefer? Are you willing to work overtime? <'R7l Yes D No (if applicable) ~ 1st X 2nd 3rd ---- ~u willing to work other shifts? .CSJ No 0 Yes If yes what shifts? I st 2nd 3rd Job Relevant Volunteer and Unpaid Work Experience Kind of V oluntecr Activity (Do not specify oTganization) N umber of Length of H rslwk Major Responsibilities C:c::; ~ ,,L~. .;:2. 1/ P.210~ 7D t.7oui: C"/f fcre/r=JCcr T)Fribe any additional experience or training that qualifies for this job. '"I: <i,1ft. /h -+>0 n r~..-rE7//~-crI7 '-'""-I f'~-,e f (qIJ l € .ccordan~ with the Immigration Reform and Control Act of 1986, this employer hires only U.S. Citizen, and lawfully authoriz.cd alien worun. If hired. j will be required 10 provide written documentation of citizenship or legalized alien program. Failure to provide laid documentation will result In dismissal. nn. Slat. Sec. 518.611, Subd. 8, requires employen to obtain information from all new employeea regarding court-ordered child ,upport obligatiolll that "'ed by law 10 be withheld from Income. Failure to provide said documentation will result In dismissal. ve yo~ served a ICltlen~ In jail or prUon or been convicted of a mildemeanor or felony for which a jaillCltlen~ could have been imposed? You may ~ "No' if the conviction or criminal record, have been annulled, lCI!ed, Jet ..ide, or purged, or if you have been pardoned purslWlllo the law. ~o Dyes If 'Yes", pleue attach a lepUate sheet with explanation. Information con~rning this question will not be used to automatically bar j from employment but may be used to direct your intcreaIto areaa lC&l related to the areaa of your conviction. 'ou are hired for this position you may be required to undergo a phy,ical ~...~;n.t;on at this employer', expenIC to determine whether or not you are able xrform th.. dwea of this po,ition In an dTcetiv.. and aar.. manner. and whether or not accommodaticma need to be mad.. for you. is employer does not dilcriminabo on th.. b..iI of handicapped Ilatu, In th.. admiuion or &CCC&I to. or treatment or employment In its programs or iviti.... It is the policy of this employ..r to provide reasonabl.. accommodations to th.. known physical and mental limitations of qualified handicapped )licants and employees In ord..r for th..m to perform th.. essential functiolll of th.. job In question. j you serv.. In th.. military servi~ of this country and separate und..r honorabl.. conditions from any branch of th.. armed forces of th.. U.S. aft..r having ved on activ.. duty for 181 consecutiv.. clay, or by reason of disability Incurred wbil.. oerving on activ.. duty? D Yea ~ No ,.... descn1>e your duti... and any apecial training. ;i I I 'e us the names of three people outsid.. of relatives who can b.. contacted r..gardlng your qualifications. work habits and character. ... Pr=t Address Phon.. Position and relation to your work , / C::1 A- ~'1 G-eoc.:-;U ])flL~ e ~BC?2~4...~ ..fa fI7 J ,N~\lbJ !rUV/T p~v~ 23S;--~o9o ~ ~Vo... (;/<.1:- F,JiA7V t..r D, e::c..7?ii!..- .- ,.f:>XI:! ,,,-rer r,1I.! 1'/rJc.> 'JJ ~ (2c~ - - It S;So I' n::- Signature :s employer has the right to verify Information provided in the application. False Information may b.. grounds for rejecting this application or for .:aissal following ..mployment. :onnc<:tion with this application for ..mployment, I authorize: th.. employer and any agent acting on its behalf to conduct an Inquiry Into any job-related Jrmation contained In this application, including. but not limited to, my records maintained by an educational Institution relating to acad..mic perform- -0 such as transcripts. Morcov..r, I herchy release th.. ..mploy..r and any agent acting on its behalf from any and all liability of whatsoever nature by >an of requesting such information from any person. ] Y... ~ Y.... but not present ..mploy..r until job is offered. D No. eN.. may b.. unabl.. to hire you without this information.) :clor.. that any statement In this application or Information provided is tru.. and ,,?"'Plcte and h..rchy acknowledg.. that I hav.. rcad and understand th.. ::~atiO. n abo/v~/O le,.- {Ill> Signarur.. (Do not print) ,.1992 I \ . .This ..mploycr is an EQUAL OPPORTU~!~LOYE CONTRACTOR and .encouragea applicatiOlll from women. minoritiea and disabled penolll. ':-'~ and Location of Collc;:~t: Unlvcrslty Technical Schools Old you Gradu8~t:? ~- Certdic.atc or DC2rec I Cdur~ uf Stud... I Bd 7)<=-&;-~ 0" Yea 0 No V /17 c?7i2." .p:.>L I7"A7J !:. rf'l-IC t..UV, rI ~ ~ 'T" ,/ /~N/P~ A--~ . ) ''7, [g] Yea 0 No fr/I+-- iwo1!t1 ~ h.sf:'f /'" (!..J ~{,-c: . 7)c;~~ AccrCr". " 0 Yea 0 No 0 Yes 0 No : ccploymcnt history, but do not provide dates of employment for jobs held more than five years ago. Length of employment ploying Firm C. IT", {J F .s: ~-..Joo'J;J (if within last 5 y'ears) iress 57~S:- (!~1 ~J,td L( &I.d5 !?Dtf;) From /ll/9yg )n~ Number: ~71/-~" ~'=~ Supervisor 7.1T1'Vre..5 J.I u.e"'l Month . year - /t2-Z.::.c'/t..7/ "r Title hl,j/hJ~-- L>1?/-rt2e7fS, Supervisor's Title /'('[)(/lu"; I <; ~77.r;e... To :nbcr and Type of Positions You Supervised: I - ~~,,,e.. AC/'-rr.,.- r' L..F-P.e.. Month year Total L ..3 Principal Responsibilities Years months . A-i> /II r,u , S7Ed"fr D X J O.p- ~;J/l7J6/f"Z... h-...N"';;_'S Dr:: ~,~ 1~(!..l(.J ?:.-;.JC- Reason for leaving , ~i(~ ;::-I..J~I /<z..- ~e-f'o ,e/,,,J(;;. ..,..... /t~a ~JiMJ~ f61f '112c u... f :571'-l I~ , P~.s(JAJ")c:a..... /.N J~ 57 .M~AJT~ '-" T r L.liY Br 4..IAi c,.. 54clAt=... ;'I":S ~ e- s~ /11<..'?V3 , , - 'oJ5tr..ehJC.E / ;:,.5, K I11mu-+c'7::7Hc:.?lJl .A7Lf'D ?;;c:75T !f';)""r,ul S~.;>.J May we contact your , -' ; present Employer? Jg] Yes D No If no, explain? IF' 5tZC-~ Length of Employment ?loying Firm. c:J..,.-rc, of t=;! Lch.1,(.) ifF 1&/1-7.5 (if within last 5 years) :ress &077 (" I L,H!R--,v,r?"I..l..1C. .I'h! C , From ne Number: ~I/l.f- ')"DSD Supervisor ..:7 ,4"J l,j/,"--..l~Ie1?- Month year 'r Title h/J~ /17&12... Supervisor' 5 Title "4']),,, , ,.J I S T1!A-f7:7L To "ber and Type of Positions You Supervised: J,..Jc ,.oc; Month year Total /0 S Principal Responsibilities -{ears months ~ hJ Ie:: As A-fJuvC- Reason for leaving AC?{!..;'-f7C-D fo!. J7fi7~ {L1 rTlr !"=::'1~J.x:u - / nu. employer will not discriminate again.<! or h.arus any employee or applicant for employment because of race, color, rdigion, natiooal origin, ocx, disability, age, marital slMul, or ItItuI with rcgrad to public B56iBtancc.