Experience

The Institute for College Access & Success

• United States
• Public Policy Offices
• 1 - 100 Employee

• Director Of Finance And Operations

  • May 2022 - Present



City Colleges of Chicago

• United States
• Education Management
• 700 & Above Employee

• Director of Chicago Roadmap

  • Jul 2020 - Jun 2022

  Managing project implementation of the Chicago Roadmap, an equity driven collaboration between City Colleges of Chicago and the Chicago Public Schools to build a better path to college and career success for Chicago's students. https://chicagoroadmap.org/roadmap/

• Project Manager

  • Jan 2020 - Jul 2020



City of Chicago

• Government Administration
• 700 & Above Employee

• Mayoral Fellow

  • Jun 2019 - Jan 2020

  Mayoral Fellow at the City of Chicago tasked to policy analysis and special projects for the Mayor's Office, city departments, and sister agencies. Mayoral Fellow at the City of Chicago tasked to policy analysis and special projects for the Mayor's Office, city departments, and sister agencies.



One Million Degrees

• United States
• Higher Education
• 1 - 100 Employee

• Manager, Finance and Data Analytics

  • Apr 2017 - Aug 2018

• Manager, Program Operations

  • Jul 2016 - Mar 2017

• Operations Coordinator

  • Aug 2014 - Jul 2016



Amate House

• United States
• Religious Institutions
• 1 - 100 Employee

• Americorps Volunteer

  • Jun 2014 - Jun 2015



Creighton University

• Greater Omaha Area

• Accounting Intern

  • May 2013 - May 2014

  ▪ Created correcting, budgetary, and transaction journal entries from source documents ▪ Ran statistical data analysis comparing Creighton with similar universities ▪ Internally audited year-end accrual entries for various university expense accounts ▪ Created correcting, budgetary, and transaction journal entries from source documents ▪ Ran statistical data analysis comparing Creighton with similar universities ▪ Internally audited year-end accrual entries for various university expense accounts



Creighton University Business Symposium

• Planning Team Member

  • Mar 2012 - Nov 2013

  Creighton University 9th Annual Business Symposium ▪ Part of the Planning Committee for the largest student run Symposium in the nation ▪ Logisitics Committee Member in charge of organizing events the day of the Symposium as well as the pre-symposium networking dinner ▪ Networking with business leaders in Omaha and nationwide to create a panel on Social Entrepreneurship Creighton University 9th Annual Business Symposium ▪ Part of the Planning Committee for the largest student run Symposium in the nation ▪ Logisitics Committee Member in charge of organizing events the day of the Symposium as well as the pre-symposium networking dinner ▪ Networking with business leaders in Omaha and nationwide to create a panel on Social Entrepreneurship



Frankel

• United States
• Accounting
• 1 - 100 Employee

• Tax Intern

  • Jan 2013 - Apr 2013

  ▪ Organized and prepared individual 2012 tax returns for clients ▪ Proficient in tax return software such as Prosystems and CCH Practice ▪ Noted for clear organization of work which facilitated reviews ▪ Organized and prepared individual 2012 tax returns for clients ▪ Proficient in tax return software such as Prosystems and CCH Practice ▪ Noted for clear organization of work which facilitated reviews



Union Pacific Railroad

• United States
• Rail Transportation
• 700 & Above Employee

• Finance Intern

  • Nov 2011 - Dec 2012

  Created and ran Access programs that pull vendor data and information from the company tera-database ▪ Drove an initiative to convert all UP’s payments to paperless methods, specifically ACH deposit, to decrease costs and eliminate waste ▪ Created multiple Excel databases to track and find patterns in company banking fees and services ▪ Assessed which banking services could be eliminated to reduce future fees Created and ran Access programs that pull vendor data and information from the company tera-database ▪ Drove an initiative to convert all UP’s payments to paperless methods, specifically ACH deposit, to decrease costs and eliminate waste ▪ Created multiple Excel databases to track and find patterns in company banking fees and services ▪ Assessed which banking services could be eliminated to reduce future fees



Law Office of Thomas E. Shie

• Legal Assistant

  • Jul 2010 - Dec 2011

  Researched income sources and prepared tax returns and Form 1041s for estates ▪ Completed real estate closing documents, including deeds and HUD 1 settlement statements ▪ Calculated and prepared mortgage payoff statements and tax prorates ▪ Drafted estate planning documents for clients ▪ Performed clerical tasks such as answering phones, screening calls, greeting clients, writing e-mails and letters, sending faxes, and delivering legal documents to clients, attorneys, and… Show more Researched income sources and prepared tax returns and Form 1041s for estates ▪ Completed real estate closing documents, including deeds and HUD 1 settlement statements ▪ Calculated and prepared mortgage payoff statements and tax prorates ▪ Drafted estate planning documents for clients ▪ Performed clerical tasks such as answering phones, screening calls, greeting clients, writing e-mails and letters, sending faxes, and delivering legal documents to clients, attorneys, and courthouses ▪ Scheduled office appointments and real estate closings by phone, email, and in person, often coordinating with multiple clients, attorneys, and real estate professionals ▪ Created Excel database system to organize and easily locate clients’ property abstracts Show less Researched income sources and prepared tax returns and Form 1041s for estates ▪ Completed real estate closing documents, including deeds and HUD 1 settlement statements ▪ Calculated and prepared mortgage payoff statements and tax prorates ▪ Drafted estate planning documents for clients ▪ Performed clerical tasks such as answering phones, screening calls, greeting clients, writing e-mails and letters, sending faxes, and delivering legal documents to clients, attorneys, and… Show more Researched income sources and prepared tax returns and Form 1041s for estates ▪ Completed real estate closing documents, including deeds and HUD 1 settlement statements ▪ Calculated and prepared mortgage payoff statements and tax prorates ▪ Drafted estate planning documents for clients ▪ Performed clerical tasks such as answering phones, screening calls, greeting clients, writing e-mails and letters, sending faxes, and delivering legal documents to clients, attorneys, and courthouses ▪ Scheduled office appointments and real estate closings by phone, email, and in person, often coordinating with multiple clients, attorneys, and real estate professionals ▪ Created Excel database system to organize and easily locate clients’ property abstracts Show less



Creighton University Math Department

• Math Grader

  • Jan 2011 - Nov 2011

  Omaha, Nebraska ▪ Grade homework assignments and quizzes for Applied Math 201 ▪ Maintain proficiency in all forms of business math, including matrices, systems of equations, and interest formulas. Omaha, Nebraska ▪ Grade homework assignments and quizzes for Applied Math 201 ▪ Maintain proficiency in all forms of business math, including matrices, systems of equations, and interest formulas.



Law Offices of Thomas E. Shie

• Legal Assistant

  • Jun 2010 - Aug 2011