Business Manager - Director of Finance & Human Resources

• Jul 2023 - Present

Business Manager - Director of Finance & Operations, Human Resources, and Risk Management

• Jun 2021 - Feb 2023

Responsible for the management of all the day-to-day operations within the Business Office; Participated with the Superintendent and other team members to ensure best practices in districtwide strategic planning, leadership, and operational management in order to develop and maintain a positive educational environment and program that meets the needs of the community and is consistent with the policies and direction of the Board of Directors; Coordinated the preparation of the district’s… Show more Responsible for the management of all the day-to-day operations within the Business Office; Participated with the Superintendent and other team members to ensure best practices in districtwide strategic planning, leadership, and operational management in order to develop and maintain a positive educational environment and program that meets the needs of the community and is consistent with the policies and direction of the Board of Directors; Coordinated the preparation of the district’s annual budget (F-195) and prepared the district’s annual financial report (F-196) and all supplemental reports; Prepared and provided monthly financial reports including budget status, cash projections, and grants; Reconciled contracts, grants, and/or account balances for the purpose of maintaining accurate records, monitoring agency assets and complying with fiscal policy and practice; Developed and administered all district human resources policies, practices, and procedures; Managed all district recruitment, selection, staffing, transfers, placements, layoffs, terminations, and other employment actions; maintained and managed seniority lists and a system for transfers and promotions in accordance with all certificated and classified negotiated agreements; Prepared and submitted the monthly S-275 report; Served as part of the negotiating team for the District and managed all collective bargaining agreements. Counseled staff on various practices and procedures to ensure appropriate administration of agreements; heard grievances and participated in mediation and arbitration; Coordinated, established, and maintained sound salary and administration practices. Managed Human Resources and Payroll staff, ensuring compliance in all areas. Analyzed, prepared, and implemented several salary studies and recommendations related to non-represented staff. Directed administrators work on challenging employee evaluations, employee plan of improvement processes, and disciplinary matters. Show less Responsible for the management of all the day-to-day operations within the Business Office; Participated with the Superintendent and other team members to ensure best practices in districtwide strategic planning, leadership, and operational management in order to develop and maintain a positive educational environment and program that meets the needs of the community and is consistent with the policies and direction of the Board of Directors; Coordinated the preparation of the district’s… Show more Responsible for the management of all the day-to-day operations within the Business Office; Participated with the Superintendent and other team members to ensure best practices in districtwide strategic planning, leadership, and operational management in order to develop and maintain a positive educational environment and program that meets the needs of the community and is consistent with the policies and direction of the Board of Directors; Coordinated the preparation of the district’s annual budget (F-195) and prepared the district’s annual financial report (F-196) and all supplemental reports; Prepared and provided monthly financial reports including budget status, cash projections, and grants; Reconciled contracts, grants, and/or account balances for the purpose of maintaining accurate records, monitoring agency assets and complying with fiscal policy and practice; Developed and administered all district human resources policies, practices, and procedures; Managed all district recruitment, selection, staffing, transfers, placements, layoffs, terminations, and other employment actions; maintained and managed seniority lists and a system for transfers and promotions in accordance with all certificated and classified negotiated agreements; Prepared and submitted the monthly S-275 report; Served as part of the negotiating team for the District and managed all collective bargaining agreements. Counseled staff on various practices and procedures to ensure appropriate administration of agreements; heard grievances and participated in mediation and arbitration; Coordinated, established, and maintained sound salary and administration practices. Managed Human Resources and Payroll staff, ensuring compliance in all areas. Analyzed, prepared, and implemented several salary studies and recommendations related to non-represented staff. Directed administrators work on challenging employee evaluations, employee plan of improvement processes, and disciplinary matters. Show less

Software Support Analyst

• Nov 2013 - Jun 2021

Analyze and resolve both simple and complex issues using knowledge of best business practices, efficient data flows, recommended internal controls, and balanced accounting within the education environment as related to various software products; Serve as a lead technical subject matter expert during district conversions and daily support by providing leadership, product knowledge, and supporting materials to district personnel, co-workers, and colleagues; Provide training and support to… Show more Analyze and resolve both simple and complex issues using knowledge of best business practices, efficient data flows, recommended internal controls, and balanced accounting within the education environment as related to various software products; Serve as a lead technical subject matter expert during district conversions and daily support by providing leadership, product knowledge, and supporting materials to district personnel, co-workers, and colleagues; Provide training and support to end users, at educational based entities in Washington State, related to the Skyward Qmlativ and Skyward SMS 2.0 (WESPaC/Skyward Web) software applications; Provide consultation, support, and resolution of business and financial related issues to ensure that client needs and information reporting requirements are met; Develop training curriculum and deliver training to internal staff and end users; Expertise with bid, grant, and procurement requirements and compliance; Provide project scope, perform research and analysis, and produce technical writings in order to identify requirements for software application modifications; Mentor new analysts with handling complex conversions, use of the application software, analysis techniques, system software tools, trainings, and presentations; Develop and present training workshops, presentations, implementations, and consultations to clients and colleagues about the functions and capabilities of various software applications; Effectively present technical information to non-technical audiences. Show less Analyze and resolve both simple and complex issues using knowledge of best business practices, efficient data flows, recommended internal controls, and balanced accounting within the education environment as related to various software products; Serve as a lead technical subject matter expert during district conversions and daily support by providing leadership, product knowledge, and supporting materials to district personnel, co-workers, and colleagues; Provide training and support to… Show more Analyze and resolve both simple and complex issues using knowledge of best business practices, efficient data flows, recommended internal controls, and balanced accounting within the education environment as related to various software products; Serve as a lead technical subject matter expert during district conversions and daily support by providing leadership, product knowledge, and supporting materials to district personnel, co-workers, and colleagues; Provide training and support to end users, at educational based entities in Washington State, related to the Skyward Qmlativ and Skyward SMS 2.0 (WESPaC/Skyward Web) software applications; Provide consultation, support, and resolution of business and financial related issues to ensure that client needs and information reporting requirements are met; Develop training curriculum and deliver training to internal staff and end users; Expertise with bid, grant, and procurement requirements and compliance; Provide project scope, perform research and analysis, and produce technical writings in order to identify requirements for software application modifications; Mentor new analysts with handling complex conversions, use of the application software, analysis techniques, system software tools, trainings, and presentations; Develop and present training workshops, presentations, implementations, and consultations to clients and colleagues about the functions and capabilities of various software applications; Effectively present technical information to non-technical audiences. Show less

Fiscal Technician II

• Jun 2010 - Oct 2013

Assisted in the preparation of the agency budget and agency annual financial report; Monitored five different Special Education programs needs and budgets and made recommendations regarding budget updates and revisions; Performed significant grant oversight and communication, which included compilation of data and statistics, billing, and continually monitoring various grants to ensure compliance; Accounts Payable entry of invoices (including audit of expense and travel claims)… Show more Assisted in the preparation of the agency budget and agency annual financial report; Monitored five different Special Education programs needs and budgets and made recommendations regarding budget updates and revisions; Performed significant grant oversight and communication, which included compilation of data and statistics, billing, and continually monitoring various grants to ensure compliance; Accounts Payable entry of invoices (including audit of expense and travel claims), issuance of warrants, and reports for board approval; Accounts Receivables duties including posting cash receipts, discounts, allowances, collection, and resolving billing and payment differences timely and accurately. Invoiced and reported activities according to specific deadlines; Prepared bank deposits including handling of cash, checks, and processing credit card transactions; Performed fiscal records management and reporting functions including the oversight of purchase orders for processing, service contracts for compliance, and monitoring of goods received/services performed; Performed monthly payroll audits and monthly reconciliations to the County Treasurer reports as well as handling investments, liquidations, unclaimed property reporting, and use tax compliance; Created various reports and spreadsheets for individualized program, grant, and department needs. Show less Assisted in the preparation of the agency budget and agency annual financial report; Monitored five different Special Education programs needs and budgets and made recommendations regarding budget updates and revisions; Performed significant grant oversight and communication, which included compilation of data and statistics, billing, and continually monitoring various grants to ensure compliance; Accounts Payable entry of invoices (including audit of expense and travel claims)… Show more Assisted in the preparation of the agency budget and agency annual financial report; Monitored five different Special Education programs needs and budgets and made recommendations regarding budget updates and revisions; Performed significant grant oversight and communication, which included compilation of data and statistics, billing, and continually monitoring various grants to ensure compliance; Accounts Payable entry of invoices (including audit of expense and travel claims), issuance of warrants, and reports for board approval; Accounts Receivables duties including posting cash receipts, discounts, allowances, collection, and resolving billing and payment differences timely and accurately. Invoiced and reported activities according to specific deadlines; Prepared bank deposits including handling of cash, checks, and processing credit card transactions; Performed fiscal records management and reporting functions including the oversight of purchase orders for processing, service contracts for compliance, and monitoring of goods received/services performed; Performed monthly payroll audits and monthly reconciliations to the County Treasurer reports as well as handling investments, liquidations, unclaimed property reporting, and use tax compliance; Created various reports and spreadsheets for individualized program, grant, and department needs. Show less

Project Coordinator (Former Scott Paper Mill Cleanup Project)

• Jan 2010 - Jun 2010

Maintained project budget worksheets and tracked various funding components; Coordinated reviews for contractor submittals, requests for information (RFIs), and change order proposals utilizing project management software; Coordinated various project administration tasks including the production of bid packets, maintenance of bidder lists, preparation of bid addenda, and other support elements as assigned; Assisted with all office management and fiscal support duties associated with… Show more Maintained project budget worksheets and tracked various funding components; Coordinated reviews for contractor submittals, requests for information (RFIs), and change order proposals utilizing project management software; Coordinated various project administration tasks including the production of bid packets, maintenance of bidder lists, preparation of bid addenda, and other support elements as assigned; Assisted with all office management and fiscal support duties associated with the project including placing orders for supplies and services, preparation of PowerPoint presentations for status updates, contractor and grant billings, and public requests for information. Show less Maintained project budget worksheets and tracked various funding components; Coordinated reviews for contractor submittals, requests for information (RFIs), and change order proposals utilizing project management software; Coordinated various project administration tasks including the production of bid packets, maintenance of bidder lists, preparation of bid addenda, and other support elements as assigned; Assisted with all office management and fiscal support duties associated with… Show more Maintained project budget worksheets and tracked various funding components; Coordinated reviews for contractor submittals, requests for information (RFIs), and change order proposals utilizing project management software; Coordinated various project administration tasks including the production of bid packets, maintenance of bidder lists, preparation of bid addenda, and other support elements as assigned; Assisted with all office management and fiscal support duties associated with the project including placing orders for supplies and services, preparation of PowerPoint presentations for status updates, contractor and grant billings, and public requests for information. Show less

Project Analyst

• Apr 2009 - May 2009

Interviewed financial support/decision support staff in order to document the process and procedures for various positions; Created a Decision Support Resource Notebook that contains detailed procedures and processes for completion of various duties and tasks performed by the various fiscal department positions; Produced findings and recommendations that resulted in a more efficient and automated month-end/year-end process, production of yearly cost reports, and service cost benefit… Show more Interviewed financial support/decision support staff in order to document the process and procedures for various positions; Created a Decision Support Resource Notebook that contains detailed procedures and processes for completion of various duties and tasks performed by the various fiscal department positions; Produced findings and recommendations that resulted in a more efficient and automated month-end/year-end process, production of yearly cost reports, and service cost benefit analysis. Show less Interviewed financial support/decision support staff in order to document the process and procedures for various positions; Created a Decision Support Resource Notebook that contains detailed procedures and processes for completion of various duties and tasks performed by the various fiscal department positions; Produced findings and recommendations that resulted in a more efficient and automated month-end/year-end process, production of yearly cost reports, and service cost benefit… Show more Interviewed financial support/decision support staff in order to document the process and procedures for various positions; Created a Decision Support Resource Notebook that contains detailed procedures and processes for completion of various duties and tasks performed by the various fiscal department positions; Produced findings and recommendations that resulted in a more efficient and automated month-end/year-end process, production of yearly cost reports, and service cost benefit analysis. Show less

Account Clerk/Bookkeeper

• Nov 2006 - Oct 2008

Performed Accounts Payable duties for local business clients and for Field CPAs, PC; Accounts Receivable tasks including daily deposits, tracking and establishing quarterly invoicing, and aging reports; Processed payments, maintained customer accounts, prepared invoices and statements for distribution to customers; Prepared monthly profit and loss statement, trial balance, and made adjusting entries as necessary. Reconciled checking and savings accounts; Maintained customer… Show more Performed Accounts Payable duties for local business clients and for Field CPAs, PC; Accounts Receivable tasks including daily deposits, tracking and establishing quarterly invoicing, and aging reports; Processed payments, maintained customer accounts, prepared invoices and statements for distribution to customers; Prepared monthly profit and loss statement, trial balance, and made adjusting entries as necessary. Reconciled checking and savings accounts; Maintained customer accounts, filed invoices, and prepared and mailed statements to customers; Updated lumber prices, managed customer accounts, and routinely updated customer account information; Organized and maintained file room and off-site storage. Show less Performed Accounts Payable duties for local business clients and for Field CPAs, PC; Accounts Receivable tasks including daily deposits, tracking and establishing quarterly invoicing, and aging reports; Processed payments, maintained customer accounts, prepared invoices and statements for distribution to customers; Prepared monthly profit and loss statement, trial balance, and made adjusting entries as necessary. Reconciled checking and savings accounts; Maintained customer… Show more Performed Accounts Payable duties for local business clients and for Field CPAs, PC; Accounts Receivable tasks including daily deposits, tracking and establishing quarterly invoicing, and aging reports; Processed payments, maintained customer accounts, prepared invoices and statements for distribution to customers; Prepared monthly profit and loss statement, trial balance, and made adjusting entries as necessary. Reconciled checking and savings accounts; Maintained customer accounts, filed invoices, and prepared and mailed statements to customers; Updated lumber prices, managed customer accounts, and routinely updated customer account information; Organized and maintained file room and off-site storage. Show less

Staff Consultant

• Oct 2004 - Oct 2006

Prepared and filed Medicare and OSHPD cost reports for hospitals, clinics, and skilled nursing facilities throughout California; Prepared market demand and financial feasibility studies for acute care hospitals; Submitted provider inpatient databases to Department of Health Services for Medicaid patient eligibility verification pertaining to the Medicare DSH calculation; Worked with clients to set up and run electronic remittance systems to help them post payments and contractual… Show more Prepared and filed Medicare and OSHPD cost reports for hospitals, clinics, and skilled nursing facilities throughout California; Prepared market demand and financial feasibility studies for acute care hospitals; Submitted provider inpatient databases to Department of Health Services for Medicaid patient eligibility verification pertaining to the Medicare DSH calculation; Worked with clients to set up and run electronic remittance systems to help them post payments and contractual adjustments for Medicare, Medi-Cal, and Blue Cross into their proprietary billing systems. Trained clients at all levels on the use of hospital billing electronic remittance systems; Performed data extraction to create productivity and trend reports for a variety of clients on a regular basis; Mapped data flows to create a new billing system for a large hospital which was one of the company’s main clients; Facilitated cash posting, maintenance, and organization of significant amounts of data during a large hospital’s conversion of their billing system. Spent three (3) months on-site troubleshooting issues and providing trainings to finance department hospital staff. Show less Prepared and filed Medicare and OSHPD cost reports for hospitals, clinics, and skilled nursing facilities throughout California; Prepared market demand and financial feasibility studies for acute care hospitals; Submitted provider inpatient databases to Department of Health Services for Medicaid patient eligibility verification pertaining to the Medicare DSH calculation; Worked with clients to set up and run electronic remittance systems to help them post payments and contractual… Show more Prepared and filed Medicare and OSHPD cost reports for hospitals, clinics, and skilled nursing facilities throughout California; Prepared market demand and financial feasibility studies for acute care hospitals; Submitted provider inpatient databases to Department of Health Services for Medicaid patient eligibility verification pertaining to the Medicare DSH calculation; Worked with clients to set up and run electronic remittance systems to help them post payments and contractual adjustments for Medicare, Medi-Cal, and Blue Cross into their proprietary billing systems. Trained clients at all levels on the use of hospital billing electronic remittance systems; Performed data extraction to create productivity and trend reports for a variety of clients on a regular basis; Mapped data flows to create a new billing system for a large hospital which was one of the company’s main clients; Facilitated cash posting, maintenance, and organization of significant amounts of data during a large hospital’s conversion of their billing system. Spent three (3) months on-site troubleshooting issues and providing trainings to finance department hospital staff. Show less

Staff Consultant

• Jun 1999 - Sep 2004

Prepared and processed claims to assist school districts with reimbursement of special State mandated programs; Maintained claim information in databases used to file the various claims; Planned for and arranged school district visits to collect supporting documentation for filing claims; Conducted individual and group training sessions for Superintendents, Principals, Administrators, and Staff; Mentored and trained junior consultants. Consistently viewed as a key resource for new… Show more Prepared and processed claims to assist school districts with reimbursement of special State mandated programs; Maintained claim information in databases used to file the various claims; Planned for and arranged school district visits to collect supporting documentation for filing claims; Conducted individual and group training sessions for Superintendents, Principals, Administrators, and Staff; Mentored and trained junior consultants. Consistently viewed as a key resource for new staff; Developed client budgets in collaboration with the Consulting Manager; Sold various services to prospective clients. Show less Prepared and processed claims to assist school districts with reimbursement of special State mandated programs; Maintained claim information in databases used to file the various claims; Planned for and arranged school district visits to collect supporting documentation for filing claims; Conducted individual and group training sessions for Superintendents, Principals, Administrators, and Staff; Mentored and trained junior consultants. Consistently viewed as a key resource for new… Show more Prepared and processed claims to assist school districts with reimbursement of special State mandated programs; Maintained claim information in databases used to file the various claims; Planned for and arranged school district visits to collect supporting documentation for filing claims; Conducted individual and group training sessions for Superintendents, Principals, Administrators, and Staff; Mentored and trained junior consultants. Consistently viewed as a key resource for new staff; Developed client budgets in collaboration with the Consulting Manager; Sold various services to prospective clients. Show less