Deputy of Operations and Financial Services at Longview ISD East Texas Advanced Academies Network

• Aug 2021 - Present

• Direct network policy process; represent network as policy contact with the Texas Association of School Boards; disseminate policies/regulations as needed • Coordinate with the business affairs of the network regarding current and projected financial and operational conditions • Direct the preparation of reports to the appropriate network, state, and federal agencies • Direct network-level program evaluation for identified programs and services • Represent network as its Public Information Official; ensure compliance with all provisions related to the Texas Public Information Act and FERPA • Provide leadership for and coordination of network initiatives as directed • Serve as hearing officer for parent and student complaints and employee grievances • Direct the processing of out-of-network and in-network student transfer applications • Direct the network’s discipline program, including updating the Student Code of Conduct and the Student Handbook • Serve as the network hearing officer in all discipline and discipline-related cases • Act as liaison between network and the community and participate actively in community organizations and activities • Serve as a “customer-relations” agent in offering an open-door policy to parents, students, and staff members • Prepare special reports for the Administration and Board as directed • Ensure compliance with all state and network regulations and policies • Maintain knowledge of the curriculum and instructional program and campus programs • Attend regional, state, and national administrative and school board conferences • Supervise and evaluate performances of assigned personnel • Ensure full compliance with network policies, as well as state and federal laws and regulations • Ensure adherence to the network’s safety policies and procedures • Maintain confidentiality in the conduct of network business • Positively interact with students and/or network employees in assigned classrooms or offices • Other duties as required Show less

Invited Research Lecturer

• Feb 2015 - Present

• COMM 210, Group Communication (Department of Communication) • COMM 320, Organizational Communication (Department of Communication) • MGMT 439, Negotiation (Mays Business School) • COMM 210, Group Communication (Department of Communication) • COMM 320, Organizational Communication (Department of Communication) • MGMT 439, Negotiation (Mays Business School)

Assistant Superintendent of Operations and Financial Services

• Dec 2016 - Jun 2021

• Oversees the departments of Business and Finance; Maintenance and Transportation; Information Technology; Food Services; and Public Education Information Management System (PEIMS). • Provides leadership for the district’s operational and financial activity to ensure legally sound and effective management practices. • Directs and monitors the management and investment of all district assets, ensuring they are adequately protected and efficiently allocated to fully support learning outcomes. • As Chief Financial Officer, serves as primary financial advisor and budget advisor to the Superintendent and Board of Trustees. • Assesses and responds to district and community needs and initiates activities to meet those needs. • Presents operational and financial health of district at community forums as requested by Superintendent. • Designed and successfully implemented October 2017 Tax Ratification Election (TRE) resulting in permanent 13% state revenue increase with 96% positive voter approval. • Corrected several years of material adverse audit findings in one annual audit cycle (Fiscal Year 2017). • Successfully managed RFP process to replace unprofitable, inefficient food service management company with highly efficient profitable operation. • Led interdepartmental data management project team to fully resolve multiple long term instructional technology breakdowns in only 90 days. • Collaborated with Superintendent to streamline bond construction project process, resulting in rapid project completion. • Worked with departmental directors to increase morale and productivity of all operational employees (60% of District staff). • Trained departmental directors in collaborative management techniques resulting in substantial increase in employee engagement and employee 'ownership' of key functions. • Presented numerous Professional Development sessions for Principals and Directors. • Facilitated significant increase in CTE program planning, enrollment and funding. Show less

Consulting Chief Financial Officer

• Mar 2015 - Nov 2016

• Primary shareholder consultant in streamlining all financial/operational, accounting, and treasury functions. • Expert in all phases of operational and financial management, particularly in crisis. • Work closely with shareholders and senior management to set course of companies, improve organizational communication, and resolve internal and external conflicts. • Maintain network of outside crisis specialists at all times (e.g., bankers, lawyers, tax CPAs). • Specialist in complex tax matter resolution and facilitation of complex problem-solving. • Work collaboratively with Executive Team to improve organizational processes and rectify problems. • Provide key legal support and specialized analysis in multiple legal matters and lawsuits. • Improve working conditions, compensation, productivity and morale for multiple departments. • Design and procure new benefits plan and payroll service systems. Show less

Adjunct Instructor of Conflict Resolution

• Jan 2010 - Dec 2015

• Course Facilitator for ACU Graduate School Online Conflict Analysis and Resolution Program. • Primary contact for graduate students in graduate conflict resolution courses. • CONR 610, Managing Conflict in the Workplace. • CONR 612, Conflict Management Systems Design. • Course Facilitator for ACU Graduate School Online Conflict Analysis and Resolution Program. • Primary contact for graduate students in graduate conflict resolution courses. • CONR 610, Managing Conflict in the Workplace. • CONR 612, Conflict Management Systems Design.

Chief Financial Officer/Controller/Financial Reporting Manager

• Apr 1999 - Feb 2015

• Primary partnership consultant in managing all operational, accounting, treasury, and trust functions. • Expert in all phases of operational and financial management of firm, particularly in crisis. • Worked closely with managing partners to set course of firm and rectify problems. • Oversaw expansion of law firm to triple size and fee revenue volume to three major Texas cities. • Maintained network of outside crisis specialists at all times (e.g., bankers, lawyers, tax CPAs). • Specialist in complex tax matter resolution and facilitation of complex problem-solving. Show less

Chief Financial Officer

• Aug 2013 - Jul 2014

• Worked collaboratively with Executive Team to improve institutional processes and rectify problems. • Restructured, designed and successfully implemented collaborative annual budget planning system. • Led multi-departmental Banner software reimplementation team to develop reinstallation plan. • Led Finance team to meet all statutory deadlines under intensive reorganization pressure. • Successfully led College through two major external audits in one year with positive outcomes. • Provided key legal support and specialized analysis in multiple legal matters and lawsuits. • Developed innovative new revenue funding model for new New Mexico Higher Education Center. • Improved working conditions, compensation, and morale for Finance Dept. team members. • Performed various other technical and managerial duties as assigned. Show less

Adjunct Instructor/Department Chair

• Aug 1996 - May 2013

• Designated ‘Master Instructor’: AP Economics; Conflict and Communication; Cultural Systems of Law; Advanced Bible; Jazz Ensemble. • Designed and wrote curriculum for numerous courses in several academic disciplines. • Worked closely with Board and Administration to continually re-envision programs. • Assisted eight teachers through successful completion of Alternative Certification Program. • Designated ‘Master Instructor’: AP Economics; Conflict and Communication; Cultural Systems of Law; Advanced Bible; Jazz Ensemble. • Designed and wrote curriculum for numerous courses in several academic disciplines. • Worked closely with Board and Administration to continually re-envision programs. • Assisted eight teachers through successful completion of Alternative Certification Program.

Chief Financial Officer/Principal

• Jan 1994 - Dec 1998

• Founding partner (with owners/officers of Bearings & Power Trans). • Sold proprietary purchase-order system to two major petroleum companies. • Implemented Internet, print advertising, and corporate sales programs. • Founding partner (with owners/officers of Bearings & Power Trans). • Sold proprietary purchase-order system to two major petroleum companies. • Implemented Internet, print advertising, and corporate sales programs.

Controller

• Aug 1992 - Mar 1996

• Managed all accounting, personnel, contractual and computer system functions. • Managed all accounting, personnel, contractual and computer system functions.

Auditor

• Mar 1990 - May 1991

Auditor

• Dec 1988 - Feb 1990