Experience

Venus Independent School District

• United States
• Education
• 1 - 100 Employee

• Chief Financial Officer

  • Aug 2023 - Present

  Venus, Texas, United States Responsible for oversight of all financial and business affairs of the district. Provide leadership for the district's financial services activity to ensure legally sound and effective management practices. Direct and monitor the management and investment of all district funds, accounting, payroll, and purchasing, to ensure they are adequately protected. Serve as chief financial advisor and budget advisor to the superintendent and board of trustees. Responsible for the overall guidance… Show more Responsible for oversight of all financial and business affairs of the district. Provide leadership for the district's financial services activity to ensure legally sound and effective management practices. Direct and monitor the management and investment of all district funds, accounting, payroll, and purchasing, to ensure they are adequately protected. Serve as chief financial advisor and budget advisor to the superintendent and board of trustees. Responsible for the overall guidance, strategic planning, development, evaluation of outsourced contractors for maintenance, child nutrition, and transportation functions, and capital assets. Show less



Garland Independent School District

• United States
• Education Management
• 700 & Above Employee

• Interim Chief Financial Officer

  • Apr 2023 - Aug 2023

• Executive Director of Budget

  • Feb 2019 - Aug 2023

  Garland, TX PRIMARY PURPOSE: Support the financial and business operations of the district including budget, position administration, purchasing, and risk management Set appropriations for district and campus programs and include items for emergency funds Review operating budgets to analyze budget-to-actual performance and to identify trends affecting budgetary needs Provides managerial and supervisory skills and the ability to plan, establish, and direct priorities for the areas supervised

• Director of Position Control-Budget

  • Dec 2018 - Jan 2019

  Garland, TX Direct and coordinate position control/administration and human resources as it relates to the planning, development and implementation of policies, programs and practices in support of the overall district. Provide counsel and assistance to the Executive Budget Director, CFO, Superintendent, Board of Trustees, executive staff members and other divisions through the district. Assist with updating of the districts revenue model and ongoing budget planning. Work to support the Executive… Show more Direct and coordinate position control/administration and human resources as it relates to the planning, development and implementation of policies, programs and practices in support of the overall district. Provide counsel and assistance to the Executive Budget Director, CFO, Superintendent, Board of Trustees, executive staff members and other divisions through the district. Assist with updating of the districts revenue model and ongoing budget planning. Work to support the Executive Director of Budget during the budget development process and prepare monthly/annual financial reports that track and analyze budgeted and actual results.

• Assistant Director Of Finance

  • May 2017 - Dec 2018

  Garland, TX Assists in the operations of the Business Department, directs and evaluates financial processes, and supervises professional and clerical personnel in the performance of various accounting functions.



Red Oak ISD

• United States
• Primary and Secondary Education
• 300 - 400 Employee

• Director of Accounting

  • Feb 2016 - May 2017

  Red Oak, TX Plan, manage, and coordinate the financial accounting system in compliance with federal, state, and local rules, policies, and regulations. Apply principals of accounting to analyze financial information for the preparation and maintenance of the budget and financial reports, both payroll and non-payroll components. Supervise and monitor the accounts payable and purchasing functions of the District. Direct/assist in the development of long, intermediate, and short term budgets as well as… Show more Plan, manage, and coordinate the financial accounting system in compliance with federal, state, and local rules, policies, and regulations. Apply principals of accounting to analyze financial information for the preparation and maintenance of the budget and financial reports, both payroll and non-payroll components. Supervise and monitor the accounts payable and purchasing functions of the District. Direct/assist in the development of long, intermediate, and short term budgets as well as developing and implementing forecasting models to monitor financial trends. Show less



Dallas Independent School District

• United States
• Primary and Secondary Education
• 700 & Above Employee

• Assistant Director Budget Services

  • Oct 2015 - Feb 2016

  Dallas, TX Direct/Assist in the development of long, intermediate, and short-term budgets for Financial Services and divisions throughout the district. Assist in the target setting process and the development, monitoring, and maintenance of the district’s billion dollar annual budget. Analyze and monitor financial trends, monthly, annual, and as needed reports. Provide counsel and assistance to other executive staff members and other divisions of the district through own department.

• Manager Budget Services

  • Sep 2014 - Oct 2015

  Dallas/Fort Worth Area Assists with the direction and coordination of the budgeting activities including budget formulation, monitoring, and presentation. Assists with the direction of the compilation of data used to prepare budgets and to justify fund requests. Reviews operating budgets periodically to analyze trends affecting budget needs. Assists with the direction of a team to compile data based on statistical studies and analysis of past and current years to prepare budgets and to justify funds… Show more Assists with the direction and coordination of the budgeting activities including budget formulation, monitoring, and presentation. Assists with the direction of the compilation of data used to prepare budgets and to justify fund requests. Reviews operating budgets periodically to analyze trends affecting budget needs. Assists with the direction of a team to compile data based on statistical studies and analysis of past and current years to prepare budgets and to justify funds requested. Reviews operating budgets periodically to analyze trends affecting budget needs. Track and remaining current with budgeting trends, concepts, practices, and procedures. Actively participate and assist with the direction of the development of long, intermediate, and short-term budgets and associated policies and actions. Assist in the target setting process and the development, monitoring, and maintenance of the district’s billion dollar annual budget and its program budgets. Prepare monthly, annual, and as needed financial reports tracking and analyzing budgeted and actual results. Prepare specific reports for management and the Board of Trustees. Perform complex special projects, including simulations for the financial impact of various financial scenarios. Recommend and implement tools and processes for forecasting and financial management. Liaise with various departmental executives in creating the analysis of financial alternatives.

• Budget Specialist II

  • Mar 2013 - Sep 2014

  Dallas/Fort Worth Area Participate in the development of long, intermediate, and short-term budgets and associated policies and actions. Assist in the target setting process and the development, monitoring, and maintenance of the district’s multi-million dollar annual budget and its program budgets. Prepare monthly, annual, and as needed financial reports tracking and analyzing budgeted and actual results. Prepare specific reports for management and the Board of Trustees. Perform complex special projects, including… Show more Participate in the development of long, intermediate, and short-term budgets and associated policies and actions. Assist in the target setting process and the development, monitoring, and maintenance of the district’s multi-million dollar annual budget and its program budgets. Prepare monthly, annual, and as needed financial reports tracking and analyzing budgeted and actual results. Prepare specific reports for management and the Board of Trustees. Perform complex special projects, including simulations for the financial impact of various financial scenarios. Recommend and implement tools and processes for forecasting and financial management. Liaise with various departmental executives in creating the analysis of financial alternatives.



Adventure Academy

• Financial Manager

  • Jun 2009 - Mar 2013

  Red Oak, TX Responsible for payroll and quarterly payroll reporting for three child care centers. Create and analyze all financial reporting for three child care centers and organize all data for income tax purposes. Review and analyze all data regarding sales and enrollment and perform analysis required for proper planning and problem solving. Responsible for management of accounts receivables, payables, and updating all financial reporting. Manage three directors daily and regularly support them with… Show more Responsible for payroll and quarterly payroll reporting for three child care centers. Create and analyze all financial reporting for three child care centers and organize all data for income tax purposes. Review and analyze all data regarding sales and enrollment and perform analysis required for proper planning and problem solving. Responsible for management of accounts receivables, payables, and updating all financial reporting. Manage three directors daily and regularly support them with their oversight of 45 employees. Work with directors and employees to resolve conflicts as well as one on one training to increase job performance. Conduct regular staff meetings that include training required by the company and the state licensing official. Create compensation plans for the entire company and communicate with employees on compensation matters. Show less



Krystal Restaurants LLC

• United States
• Restaurants
• 500 - 600 Employee

• Senior Financial Analyst

  • Oct 2005 - Aug 2008

  Responsible for the analysis of complex financial data and the creation of monthly reports to support effective management and decision-making across the organization. Prepared financial analysis of projects and presented findings in summary reports for senior executives, management, and other employees. Developed new procedures to improve timeliness, accuracy of data, and information flow to all areas of the organization. Assisted internal employees in compiling and interpreting data to… Show more Responsible for the analysis of complex financial data and the creation of monthly reports to support effective management and decision-making across the organization. Prepared financial analysis of projects and presented findings in summary reports for senior executives, management, and other employees. Developed new procedures to improve timeliness, accuracy of data, and information flow to all areas of the organization. Assisted internal employees in compiling and interpreting data to support their reporting requirements. Created, organized, and maintained files using database and spreadsheet programs. Researched, retrieved and organized data to prepare reports and financial documentation; analyzed and audited data to detect, and correct errors. Assisted the Human Resources department regularly in organizing data regarding benefits and payroll. Worked with the Marketing department extensively to develop marketing analysis and marketing plans. Constantly worked with MIS to organize and maintain data processed through our Cognos and Impromptu Applications. Show less



Waddell & Reed

• United States
• Financial Services
• 700 & Above Employee

• Financial Advisor

  • Jun 2003 - Aug 2004

  Developed comprehensive written personal financial plans that identified problem areas, made recommendations and selected appropriate investments compatible with customer’s goals, attitude toward risk, and expectation of return on investment.



Girls Preparatory School

• United States
• Primary and Secondary Education
• 100 - 200 Employee

• Math Teacher

  • Jul 2001 - Jun 2003

  Successfully acted as a facilitator and coach to both reinforce existing knowledge and expose students to increasingly complex math concepts. Utilized various computer applications both in classroom training and homework as well as in the recording of grades and performing administrative tasks. Designed creative approaches and traditional presentation methods to deliver concepts to students.