الرئيسية Departments Finance FINANCE The Finance Department is responsible for maintaining a governmental accounting and budgeting system that presents accurately, and with full disclosure, the financial operations of the funds and account groups of the City in conformity with generally accepted accounting principles. View the City's budget and financial statements under Open Government. Financial services consist of: Budgeting The City operates on a fiscal year basis from July 1 through June 30 of the following year. Accordingly, the City adopts an annual budget prior to the start of the new fiscal year. In late Spring, the City holds a public budget workshop to review the preliminary budget, answer questions, and receive input from the community. Following the budget workshop, the final budget is presented to the City Council for adoption. Disbursements/Payment Inquiries Timely and accurate payments of the City's financial obligations which includes vendor payments and payroll. Financial Reporting Accurate and meaningful reporting on the City's financial condition which includes the Annual Comprehensive Financial Report (ACFR). Purchasing Facilitates purchases and cost-effectively provides quality products and services, and ensures insurance coverage for the City's assets. Investments Cost-effective financing, investments, and cash collection of the City's resources to maintain and enhance the City's financial condition. Investment Policy The City Council reviews and adopts the City's investment policy on an annual basis. The review includes considering the safety, liquidity, and return of the portfolio, as well as any changes to State law. The policy is in place to ensure the City's financial strength, implement long-range financial plans, and respond to the needs of the community. Contact Us Kevin Shirah Director of Finance Kevin Shirah (949) 461-3564 Johncarlo Meza Management Analyst, jmeza@lakeforestca.gov, (949) 282-5223 Caleb Brown Accounting Manager Caleb Brown (949) 461-3435 Carolina Rodriguez Accountant (Part-time) Carolina Rodriguez (949) 461-3434 Craig Schoeffler Accountant Craig Schoeffler (949) 461-3497 Amy Lewis Assistant Director of Finance alewis@lakeforestca.gov (949) 461-3495 Ivonne Rosales Accounting Technician, irosales@lakeforestca.gov, (949) 282-5240 Kelly Wallick Senior Accounting Technician, KWallick@lakeforestca.gov, (949) 461-3448 Budgets and Financial Statements Compensation Requests for Bids & Proposals Doing Business with the City Unclaimed Property Short-Term Rentals DEPARTMENTS City Clerk City Manager Communications and Marketing Community Development Community Services Lake Forest Economic Development Finance Human Resources & Employment Opportunities Fire Management Services Police Public Safety Public Works