Jason Greene Application PackageGreene Jason D
Last Name First Name Middle Initial
90 Alton Road #1803 Miami Beach
Home Address City
FL 33139
State Zip Code
3055326998
HomeWork
jgreene90alton@gmail.com
Email AddressCellular
Surfside
Business Address
9293 Harding Avenue
City
FL
State
33154
Zip Code
Town of Surfside
Occupation:Business Name:
Assistant Town Manager / CFO
Please list your preferences in order of ranking [1] first choice [2] second choice, and [3] third choice. Please note
that only three (3) choices will be observed by the City Clerk’s Office. (Regular Boards of City)
Choice 1:
Choice 2:
Choice 3:
General Obligation (G.O.) Bond Oversight Committee
BOARD AND COMMITTEE
APPLICATION FORM
Note:If applying for the At-Large position of the Historic Preservation Board, please answer the below
questions:
Have you ever resided in one of the City's Historic Districts for at least one year?Yes
No Address in City Historic District submitted.
Professional License
No Professional Licenses Submitted.
Note:If you are seeking appointment to a professional seat (e.g. attorney, architect, etc.), you must attach a copy of
your currently effective corresponding professional license.
Pursuant to City Code section 2-22(4) a, b and c: Members of Agencies, Boards, and Committees shall be
affiliated with the city. This requirement shall be fulfilled in the following ways:
YesResident of the City for a minimum of six (6) months:
Demonstrate an ownership interest in a business established in the City for a minimum of six (6) months:No
AFFILIATION WITH THE CITY OF MIAMI BEACH
a.
● I am resident of:South Beach
Or
b.
"Ownership Interest" shall mean the ownership of ten percent (10%) or more (including the ownership of 10%
or more of the outstanding capital stock) in a business.
"Business" shall mean any sole proprietorship, sponsorship, corporation, limited liability company, or other
entity or business association.
c.Full-time employee of such a business (for a minimum of six months); and I am based in an office or
other location of the business that is physically located in Miami Beach (for a minimum of six months):No
Notwithstanding the requirements set forth herein, the qualified full-time employee of a business must be
approved by a 4/7th vote of the Mayor and City Commission.
NOTE: Members of Agencies, Boards, and Committees shall be required to demonstrate compliance with the City
affiliation requirements of section 2-22 (4) a and b of the Miami Beach City Code by executing an affidavit,
stipulating that they have met either (or both) of said affiliation requirements. The original affidavit shall be filled
with the Office of the City Clerk prior to being sworn in as a member.
Or
No● Have you ever been convicted of a felony:If yes, please explain in detail:
● Do you currently have a violation(s) of City of Miami Beach codes:No If yes, please explain in detail:
● Do you currently owe the City of Miami Beach any money:No If yes, please explain in detail:
● Are you currently serving on any City Boards or Committees:Yes If yes, which board?
GO Bond Oversight Committee - Currently
● Are you presently a registered lobbyist with the City of Miami Beach?No
● I am applying for an appointment because I have special abilities, knowledge and experience. Please list below:
Capital Planning, Government Finance, Engineering, Budgeting
NOTE: IF APPOINTED, YOU WILL BE REQUIRED TO FOLLOW CERTAIN LAWS THAT APPLY TO CITY
BOARD/COMMITTEE MEMBERS. THESE LAWS INCLUDE, BUT ARE NOT LIMITED TO:
o Prohibition from directly or indirectly lobbying city personnel (Miami Beach City Code section 2-459).
o Prohibition from contracting with the city (Miami-Dade County Code section 2-11.1).
o Prohibition from lobbying before board/committee you have served on for period of one year after leaving office
(Miami Beach Code section 2-26)
o Requirement to disclose certain financial interests and gifts (Miami-Dade County Code section 2-11.1).
o Sunshine Law - Florida's Government-in-the-Sunshine Law was enacted in 1967. Today, the Sunshine Law
regarding open government can be found in Chapter 286 of the Florida Statutes. These statutes establish a basic
right of access to most meetings of Boards, Commissions, and other governing bodies of state and local
governmental agencies or authorities.
o Voting conflict - Form 8B is for use by any person serving at the county, city, or other local level of government on
an appointed or elected Board, Council, Commission, Authority, or Committee. It applies equality to members of
advisory and non-advisory bodies who are presented with a voting conflict of interest under Section 112.3143.
Florida Statutes.
● In what organization(s) in the City of Miami Beach do you currently hold membership in?
Name Position
Yacht Club Condo Assoication Secretary
● List the address of all properties owned or in which you have an interest within the City of Miami Beach:
Property
90 Alton Road # 1803
If so, which department and title?No● Are you now employed by the City of Miami Beach:
● Pursuant to City Code Section 2-25 (b):
Do you have a parent, spouse, child, brother, or sister who is employed by the City of Miami Beach?No
If "Yes", identify person(s) and department(s):
No relative's information submitted.
BOARD & COMMITTEE FINANCIAL ACKNOWLEDGEMENT STATEMENT
Acknowledgement of fines/suspension for Board/Committee Members for failure to comply with
Miami-Dade County Financial Disclosure Code Section 2-11.1(i)(2)
I understand that no later than July 1, of each year all members of Boards and Committees of the City of Miami
Beach, including those of a purely advisory nature, are required to comply with Miami-Dade County Financial
Disclosure Requirements.
One of the following forms must be filled with the City Clerk of Miami Beach, 1700 Convention Center Drive,
Miami Beach, Florida, no later than 12:00 noon of July 1, of each year:
1. A "Source of Income Statement;" or
2. A "Statement of Financial Interests (Form 1)¹ ;" or
3. A Copy of your latest Federal Income Tax Return.
Failure to file one of these forms, pursuant to the Miami-Dade County Code, may subject the person to a fine of no
more than $500, 60 days in jail, or both.
_____________________________
¹ Members of the Planning Board and Board of Adjustment will be notified directly by the State of Florida, pursuant
to F.S. §112.3145(1)(a), to file a Statement of Financial Interests (Form 1) with the Miami-Dade County Supervisor of
Elections by 12:00 noon, July 1. Planning Board and Board of Adjustment members who file their Form 1 with the
County Supervisor of Elections automatically satisfy the County’s financial disclosure requirement as a Miami Beach
City Board/Committee member and need not file an additional form with the Office of the City Clerk. However,
compliance with the County disclosure requirement does not satisfy the State requirement.
DIVERSITY STATISTICS REPORT
The following information is voluntary and has no bearing on your consideration for appointment. It is being asked to
comply with City diversity reporting requirements.
WhiteRace/Ethnic Categories
What is your race?
No details providedOther Description:
Gender:Male
Are you Spanish/Hispanic/ Latino? Mark the "No" box if not Spanish / Hispanic / Latino.No
Physically Challenged:No
I HEREBY ATTEST TO THE ACCURACY AND TRUTHFULNESS OF THE APPLICATION; AND I HAVE
RECEIVED, READ AND WILL ABIDE BY CHAPTER 2, ARTICLE VII, OF THE MIAMI BEACH CITY CODE,
ENTITLED “STANDARDS OF CONDUCT FOR CITY OFFICERS, EMPLOYEES AND AGENCY MEMBERS AND
ALL OTHER APPLICABLE COUNTY AND/OR STATE LAWS AND STATUTES ACCORDINGLY.”
I Jason Greene agreed to the following terms on 11/30/2020 3:32:48 PM
Received in the City Clerk's Office by:
Name of Deputy Clerk Control No. Date
Board and Committee Application Checklist: Please ensure you have provided all information before applying or
reapplying to any Board and Committee.
YES
YES
YES
YES
I have answered all questions fully.
I have uploaded a current resume, photograph, and a copy of any applicable professional license.
I have completed and attached the Board & Committee Financial Acknowledgment Statement.
I have completed and attached the Diversity Statistics Report.
If you have any questions, please contact the Office of the City Clerk via email: BC@miamibeachfl.gov or
telephone: 305.673.7411
Note: Florida Statutes 119.071: The role of the Office of the City Clerk is to receive and maintain forms filed as
public records. If your home address, telephone numbers, and/or photograph are exempt from disclosure and you
do not wish your home address, telephone numbers, and/or photograph to be made public, please:
1) Use your office or other address for your mailing address;
2) Use your office or other telephone number for your contact number; and
3) Do not attach a photograph.
JASON D. GREENE, CGFO, CFE, CPFIM, CICA
90 Alton Road # 1803
Miami Beach, FL 33139
(305) 532-6998
EXPERIENCE
Assistant Town Manager/ Chief Financial Officer - Town of Surfside, FL (5/20 - Current)
• Under the direction of the Town Manager serves as the key designee of the Town’s leadership team.
Performs a variety of professional and administrative work directing, coordinating and overseeing the
operative initiatives and policies. Provides general assistance to the Town Manager. Serves as the Town's
chief financial officer performing professional work in planning, organizing, supervising, and administering
all financial functions including accounting, budgeting, reporting, investing, debt management, banking,
treasury management, fixed asset management, multi-year capital planning, purchasing, internal support,
and pension plan support for the Town. Serves as the Acting Town Manager in the absence of the Town
Manager, as directed.
Finance Director – Town of Surfside, FL (7/19 –5/20)
• Serves as the Town's financial officer performing professional work in planning, organizing, supervising,
and administering all financial functions including budgeting, reporting, investing, debt management,
banking, treasury management, fixed asset management, multi-year capital planning, purchasing, internal
support, and pension plan management for the Town.
• Responsible for planning and coordinating the preparation of the Comprehensive Annual Financial Report
(CAFR) and Annual Budget.
• Responsible for the administration of the Finance Department that includes accounting functions of
accounts payable, payroll, bank reconciliation, risk management of insurance policies and coverage, and
management of certain Town-wide administrative/office management contracts.
• Responsible for the all aspects of the Information Technology Department excluding the Town’s
broadcasting and website content.
• Responsible for developing and maintaining a comprehensive accounting and financial management
system for the Town in accordance with generally accepted accounting principles.
Financial Controls & Budget Manager – Miami-Dade Expressway Authority (MDX) (12/06 – 7/19)
• Responsible for the planning, development and management of the annual budget.
• Manage the annual financial audit and preparation of the annual financial statements, CAFR, and
Financial Risk Assessment.
• Preparation of the monthly Treasurer's Report.
• Assist with the development of the Authority’s financial plan and Five-Year Capital Work Program.
• Responsible for the approval of the availability of funding for all contracts and task authorizations.
• Responsible for approval of all vendor payments including payroll.
• Responsible for the approval of closed capital project information and capital work in progress.
• Responsible for compliance as it relates to the State/Federal Single Audit Act and grants management.
• Responsible for the preparation and coordination of alternative funding applications such as State
Infrastructure Bank (SIB) and Toll Facility Revolving Trust Fund (TFRTF) loans.
• Responsible for the management of the Authority’s right-of-way leasing program and assistance with new
business development activities.
• Responsible for the development of the Authority's finance/accounting policies and procedures.
Capital Assets Manager - Miami-Dade Expressway Authority (11/04 - 12/06)
• Responsible for the planning, development and management of the annual budget.
• Responsible for the maintenance and control of the Authority’s capital assets including the payment
approval of all capital asset additions through the Construction, Revenue, General and/or SIB Funds.
• Assist CFO and financial advisors on the timing of investments for cash balances.
• Responsible for reporting requirements for SIB loans, TFRTF loans and various grants.
• Responsible for properly accounting for all retirements/transfers/deletions of capital assets.
• Responsible for the Authority’s right-of-way property leasing program.
• Responsible for supervising and reviewing periodic capital asset physical inventories.
• Prepare analyses of capital project budgets and overall capital plan budget performance.
Controller - Miami-Dade Expressway Authority (6/03 - 11/04)
• Responsible for preparing financial reports/statements and analyses.
• Responsible for reviewing, approving and issuance of payment for vendor invoices.
• Responsible for preparing the Authority's annual operating budget.
• Oversee all accounting and auditing functions.
• Responsible for the management of the Authority's financial management system.
• Coordinates the Authority's annual audit and preparation of the Authority's annual report.
• Responsible for the development of the Authority's finance/accounting policies and procedures.
Marketing Director - San Martin Associates (1/01 - 6/03)
Program Controller (Dade Transportation Consultants) (5/01 - 6/03)
• Responsible for managing a $1.5 Billion 10-year Transportation and Capital Improvement Program's costs
(TIP/CIP), cash flows, forecasts, consultant task authorizations, and construction fund requisitions for
MDX.
• Perform database administration, including responsibility for managing the Financial Database, CIP/TIP
Tracking Database, and Construction Program Database. Lead team to develop all program databases.
• Responsible for tracking project cost estimates and budgets of the Five-Year Work Program.
• Responsible for tracking and processing all invoices pertaining to the CIP/TIP.
Earth Tech, Inc. / San Martin Associates (8/99 - 5/01)
Program Controller (Infiltration/Exfiltration/Inflow Reduction Program)
• Responsible for managing a $200M municipal infrastructure rehabilitation program's costs, cash flows,
schedules, and forecasts for the Miami-Dade Water & Sewer Department (MDWASD).
• Responsible for Earth Tech's fiscal year budget ($3M yearly revenue), invoicing, and personnel forecasts.
• Performed database administration, including full responsibility for managing the Program Financial
Database and lnvoice Tracking Database. Lead team to develop the lnvoice Tracking database.
• Client interactions pertaining to budgets, authorizations, and payments, and involvement with Request for
Qualifications (RFQ) and Request for Proposals (RFP).
Nova Consulting (5/98 - 8/99)
Project Controls Manager (Pump Station Improvement Program)
• Responsible for managing a $250M municipal infrastructure rehabilitation program's costs, cash flows,
and forecasts for the MDWASD.
• Performed database administration, including full responsibility for managing the Project Controls
Database.
• Developed and managed project scheduling system.
• Coordination with design consultants on proposals, authorizations, and invoices and recommendation of
invoice payment for client.
San Martin Associates (8/97 - 5/98)
Project Engineer (Consent Decree/Settlement Agreement Program)
• Responsible for monitoring and coordinating issues related to Consent Decrees/Settlement Agreements
between MDWASD and the USEPA and the Florida Department of Environmental Protection (FDEP).
• Responsible for preparing and submitting the monthly report to the client, USEPA Quarterly Progress
Report, FDEP Annual Report and any correspondence to regulatory agencies related to tracked projects.
• Responsible for tracking and reporting on the progress of projects related to the Comprehensive
Performance Evaluation Program, Public Access Reuse Program, and the On-site Reuse Program.
• Coordination with design consultants on proposals, authorizations and invoices and recommending
payment of invoices for client.
EDUCATION University of Miami Coral Gables, FL
Master of Business Administration, 2001
Master of Science, Civil Engineering, 1998
Bachelor of Science, Environmental Toxicology, Minor, Political Science, 1995
EXECUTIVE Wharton Transportation Executive Program @ UPenn Wharton School of Business
TRAINING GFOA Advanced Government Finance Institute @ U. of Wisconsin - Madison
CERTIFICATIONS Certified Government Finance Officer (CGFO)
Certified Fraud Examiner (CFE)
Certified Public Funds Investment Manager (CPFIM)
Certified Internal Controls Auditor (CICA)
ACTIVITIES/ Government Finance Officers Association (GFOA)
ORGANIZATIONS *Vice-chair – Standing Committee on Economic Development & Capital Planning
Florida Government Finance Officers Association (FGFOA)
Association of Certified Fraud Examiners (ACFE)
Association of Public Treasurers of the United States & Canada (APT)
Institute for Internal Controls
National Society of Professional Engineers (NSPE)
Florida Engineering Society (FES)
Miami Beach General Obligation Bond Oversight Committee
Miami-Dade Transportation Aesthetic Review Committee (TARC-TPO) – (2003-2015)