Experience

The Children's Guild
• Charter School Business Manager


Prince George's County Public Schools

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

• School Finance Manager

  • Oct 2011 - Jan 2015

  Develop and execute a financial plan to manage the school’s annual budget for all sources of funding. Manage school’s operating resources, Title 1, and School Improvement Grant (SIG) budgets. Liaison between the school and Internal Audit, Accounts Payable, Accounting and Purchasing departments. Develop efficient and effective internal controls to secure funding and financial information to ensure Internal Audit compliance and reduce audit risk. Determine methods to reduce costs and generate revenue for school operations. Ensure school is operating and handling funds in a financially responsible manner. Reconcile, analyze and prepare monthly and quarterly financial reports. Prepare budget adjustment requests, disbursement authorities and purchase order requisitions for supplies and services. Research investment opportunities to enhance school funds. Maintain accounting system of student activity funds within Internal Audit guidelines and procedures. Manage and allocate funds distributed to the school for the Qualified Zone Academy Bonds (QZAB) grant. Show less



Riggs Bank

• Banking
• 1 - 100 Employee

• Project Manager/Trust Officer/Account Manager

  • Feb 1996 - Feb 2004

  Successfully managed projects increasing efficiency in the benefit distributions department. Provided exceptional financial client service, account management and execution of Riggs Money Market and stock trades. Managed 401K plan accounts to ensure precise check production and analyzed several reports for proper 1099R tax reporting. Accurately reconciled 401K accounts using Riggs Bank’s trust accounting system. Developed an efficient technique to produce checks and improve operations using the Benefit Distribution system. Monitored tax withholding adjustments for accurate account balancing. Show less