Resolution 2023-32513 RESOLUTION NO. 2023-32513 •
A RESOLUTION OF THE MAYOR AND CITY COMMISSION OF THE CITY
OF MIAMI BEACH, FLORIDA, CONSENTING TO THE APPOINTMENT OF •
JASON GREENE, AS THE CHIEF FINANCIAL OFFICER OF THE CITY OF
MIAMI BEACH.
WHEREAS, the City Manager has appointed Jason D. Greene, as the Chief Financial
Officer for the City of Miami Beach (the "City"); and
WHEREAS, Mr. Greene has almost two decades of local governmental experience; and
WHEREAS, Mr. Greene has extensive knowledge in budgeting and financial planning,
including multi-year capital planning, bond financing and debt management, and annual financial
auditing preparation; and
WHEREAS, Mr. Greene holds a bachelor's degree in Environmental Toxicology and
master's degrees in Business Administration and Civil Engineering; and
WHEREAS, Mr. Greene is a resident of the City and a member and Vice-Chair of the
General Obligation Bond Committee for the City; and
WHEREAS, pursuant to Section 4.02(b) of the City Charter, the City Manager has the
power to appoint the directors of City departments, except for the Legal Department and the City
Clerk's Office, with the consent of the City Commission; and
WHEREAS, the Mayor and City Commission wish to consent to the appointment of Jason
Greene as the Chief Financial Officer for the City of Miami Beach, Florida.
NOW, THEREFORE, BE IT DULY RESOLVED THAT THE MAYOR AND CITY
COMMISSION OF THE CITY OF MIAMI BEACH, FLORIDA, hereby consent to the appointment
of Jason Greene as the Chief Financial Officer for the City of Miami Beach.
PASSED AND ADOPTED this aol day of February 2023.
ATTEST:
_7)1
Dan Gelber, Mayor
FEB 2 4 2023
Raf el E. Granado, City Clerk
APPROVED AS TO
4` ,B '�‘1"11‘7,5r14.N1C3-,C°61;2°:;‘-E-;15:19 FORM &LANGUAGE
• ���s &FOR EXECUTION
City Attorney —'-
1
Resolutions R7 C
MIAMI BEACH
COMMISSION MEMORANDUM
TO: Honorable Mayor and Members of the City Commission
FROM: Nina T. Hudak, City Manager
DATE: February 22, 2023
SUBJECT:A RESOLUTION OF THE MAYOR AND CITY COMMISSION OF THE CITY
OF MIAMI BEACH, FLORIDA, CONSENTING TO THE APPOINTMENT OF
JASON GREENE, AS THE CHIEF FINANCIAL OFFICER OF THE CITY OF
MIAMI BEACH.
RECOMMENDATION
Pursuant to the requirements of Article IV, Section 4.02 of the City Charter, it is recommended
that the Mayor and the City Commission adopt the attached resolution consenting to the
appointment of Jason Greene as the Chief Financial Officer for the City of Miami Beach.
BACKGROUND/HISTORY
Mr. Jason Greene has almost two decades of local government experience in South Florida
with extensive knowledge in budgeting and financial planning including multi-year capital
planning, bond financing and debt management, annual financial audit preparation and
comprehensive accounting functions, in our neighboring community of Surfside and the Miami-
Dade Expressway Authority. Prior to his government roles, Mr. Greene worked in consulting
with an emphasis on capital improvement project management. His experience included cost
analysis, project tracking cash flows, and forecasts.
Mr. Greene is a resident of Miami Beach and has been a member of the City's General
Obligation Bond Committee, serving has Vice Chair. He has a Bachelor's in Environmental
Toxicology, and Master's degrees in Business Administration and Civil Engineering. Further, Mr.
Greene is a member of and has served on boards and Committees for the national Government
Financial Officers Association and is a member of the International City/County Manager's
Association, the Florida City/County Manager's Association, the Miami-Dade City/County
Manager's Association, the Association of Certified Fraud Examiners, the Association of Public
Treasurers of the United States and Canada, and the Institute for Internal Controls.
SUPPORTING SURVEY DATA
N/A
FINANCIAL INFORMATION
N/A
Page 609 of 1109
Applicable Area
Citywide
Is this a"Residents Right Does this item utilize G.O.
to Know" item, pursuant to Bond Funds?
City Code Section 2-14?
Yes No
Strategic Connection
Organizational Innovation-Attract and retain top talent.
Legislative Tracking_
Human Resources
ATTACHMENTS:
Description
o Resolution
o LTC 070-2023 Appointment of Chief Financial Officer
Page 610 of 1109
AIaM I B EAC -
, \ ri1
OFFICE OF TF-IF CITY MANAC,FR
NO. LTC# 070-2023 LETTER TO COMMISSION
TO: Honorable Mayor pan Gelber and Members of the City Commission
FROM: Alina T. Hudak, City Mana•- I '
DATE: February 13, 2022
SUBJECT: Appointment of Chief Financial Officer
The purpose of this Letter to Commission is to share with you my recommendation to appoint
Jason Greene as Chief Financial Officer (CFO) commencing on Monday, February 27, 2023,
subject to Commission confirmation on February 22, 2023.
With almost two decades of local government experience in South Florida, Jason has extensive
knowledge in budgeting and financial planning including multi-year capital planning, bond
financing and debt management, annual financial audit preparation and comprehensive
accounting functions,in our neighboring community of Surfside and the Miami-Dade Expressway
Authority. Prior to his government roles, Jason worked in consulting with an emphasis on capital
improvement project management. His experience included cost analysis, project tracking cash
flows, and forecasts.
Jason is a resident of Miami Beach and has been a member of the City's General Obligation Bond
Committee, serving has Vice Chair. Jason has a Bachelor's in Environmental Toxicology, a
Master's in Business Administration, and a Master's in Civil Engineering. Further, Jason is a
member of and has served on Boards and Committees for the national Government Financial
Officers Association (GFOA), currently serving on the GFOA Executive Board, and is a member
of the International City/County Manager's Association, the Florida City/County Manager's
Association, the Miami-Dade City/County Manager's Association, the Association of Certified
Fraud Examiners, the Association of Public Treasurers of the United States and Canada, and the
Institute for Internal Controls.
As CFO, Jason will oversee the various Finance divisions (Accounting and Financial Reporting,
Revenue and Treasury), as well as the Customer Service Center, Grants Management, and
Education and Performance Initiatives divisions and the Office of Management and Budget.
I am looking forward to welcoming Jason to our City of Miami Beach Team and believe that he
will provide valuable leadership in his role as CFO. To assist in the transition, Kathie Brooks,will
remain for an interim period to provide a seamless transition for our new CFO.
ATH/MW/KGB
Page 612 of 1109
JASON D. GREENE, CGFO, CFE, CPFIM, CICA
90 Alton Road# 1803
Miami Beach, FL 33139
EXPERIENCE
Assistant Town Manager!Chief Financial Officer-Town of Surfside, FL(5/20— 12/22)
• 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, information
technology, 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)
• Manage the annual financial audit and preparation of the annual financial statements, CAFR, and
Financial Risk Assessment.
• Responsible for the planning, development, and management of the annual budget.
• 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.
Page 613 of 1109
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 -6103)
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.
• Responsible for business development activity for consulting engineering firm (San Martin Associates)
Earth Tech, Inc./San Martin Associates (8/99-5/01)
Program Controller(InfiltrationlExfiltrationllnflow 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 Invoice Tracking Database. Lead team to develop the Invoice 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.
Page 614 of 1109
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 *Executive Board member(2022-present)
*Standing Committee on Economic Development&Capital Planning (2014-2022)
Florida Government Finance Officers Association (FGFOA)
International City/County Management Association (ICMA)
Florida City.and County Management Association (FCCMA)
Miami-Dade County City/County Manager's Association (MDCCMA)
Association of Certified Fraud Examiners(ACFE)
Association of Public Treasurers of the United,States&Canada (APT)
Institute for Internal Controls
Miami Beach General Obligation Bond Oversight Committee—Vice Chair
Miami-Dade Transportation Aesthetic Review Committee(TARC-TPO)—(2003-2015)
Page 615 of 1109