Administration & Finance
The Administration and Finance Division is responsible for the overall management of finance and administration inclusive of accounting, budgeting, human resources, and overall administrative services.
Clerk of the Board
Terry joined SBCAG in 2007 and chief responsibility is that of the Clerk of the Board facilitating an average of seven meetings a month. She manages a new cloud based agenda management portal through iCompass. Additionally, she provides assistance to the Executive Director with coordination of Board Agenda items, committee mailings and prepares board minutes. She assists with updates to the SBCAG website, coordinates travel and manages special events. Terry coordinates Statements of Economic Interests – Form 700, and provides overall administration and finance support for the agency.
Accounting Technician II
Haley joined SBCAG in 2020 and is responsible for ensuring SBCAG purchasing policies are followed. She coordinates the bid process, verifies quotes, proposals, and evaluations follow our policies. She provides support to staff with the creation of new contracts, agreements and maintains contract records to ensure terms are followed. Haley reviews invoices and monitors progress to confirm contract limits are not exceeded. Haley is responsible for the Local Transportation Fund and Measure A monthly disbursements to jurisdictions. She assists in the management of the Measure A cash flow, special revenue fund reconciliation and interest calculations for state and federal reporting.
CFO/Human Resources Director
Martha joined SBCAG in 2005 and is responsible for overseeing SBCAG’s financial operations as well as a range of personnel management activities and serves as the designated Safety Coordinator for the agency. She leads a team dedicated to recruiting talent and onboarding new employees to developing employee policies & procedures and handling compensation & benefits. She reviews and approves AP, AR, and payroll transactions. Additionally, she manages IT support and equipment. As Chief Financial Officer she manages SBCAG’s overall work program and budget development and prepares the annual financial report and single audit. She conducts expenditure and revenue tracking and reporting, manages contracts and agreements, facilities as well as maintaining SBCAG insurance policies.
Finance Manager/HR Generalist I
Dave joined SBCAG in 2018 and is responsible for grant invoicing, reporting and tracking. He manages the annual Local Transportation Fund and State Transit Assistance Fund claims process. Dave prepares the annual indirect cost plan and assists in the development of the budget and preparation of the single audit. He provides human resource support by overseeing SBCAG’s annual open enrollment effort, leading recruitment efforts, coordination of mandatory staff training, provides payroll support and steers a committee to foster employee engagement. Dave ensures SBCAG shared vehicles are maintained properly and provides facility coordination for Casa Nueva on the County of Santa Barbara Calle Real Campus. He serves as the Disadvantage Business Enterprise liaison and ensures the necessary reporting is completed.