Executive Director of Finance & Budget

• Jul 2022 - Present

Director of Finance

• May 2019 - Jun 2022

Provides leadership and supervision of Finance, Accounting & Purchasing with an annual operating budget of approximately $330 million. Role as thedistrict audit officer with four consecutive clean audits from the WA State Auditor’s Office. Partners with the Executive Director of Finance & Support Services to develop district-wide relationships, levy committee, and improve overall reporting for schools & departments. Oversees accurate and timely reporting for annual financial reporting of the F196, financial statement notes, special education, state & federal grants, vocational funding, and new legislation requirements. Manages finance-related technology implementations to enhance audit & business processes across the district. Developed the EHB 2242 Accounting Changes work papers with the WA Office of Superintendent of Public Instruction (OSPI) to provide implementation guidance for all school districts. Advanced finance investigations and compliance programs to assist the district with overall compliance at its 27 schools and other operating locations. Show less

Controller

• Jan 2017 - May 2019

Managed the Accounting department and mentored staff members in the development of Accounting, Associated Student Bodies (ASB), and state regulation knowledge. Lead staff in special projects such as implementing new finance manuals, credit card modules, e-commerce purchasing, ASB guidance, small works roster, and Lean Six Sigma. Created district guidance and tracking tools for State Bid Law compliance and Federal Time & Effort Requirements. Performed internal audits at schools to assess compliance with state law and district regulations. Developed staff training at schools and operating locations in district finance procedures and adhering to state auditing requirements. Provided direction, guidance and support to directors and administrators regarding district budgeting and accounting procedures. Show less

Internal Auditor

• Dec 2014 - Jan 2017

Managed and developed internal audit functions for the district. Created Regulations and Procedures for Finance and Federal Reporting Requirements. Performed employee investigations with adherence to the District’s Regulations and State laws. Reviewed internal controls over accounting systems and staff while maintaining conformity with existing state laws, procedures and practices. Served as the Title IX Officer and conducted a full-scale investigation into a reported grievance.

Assistant State Auditor

• Oct 2013 - Dec 2014

Audit Lead on a range of city and school districts local government audits while concurrently mentoring up to three assistant auditors. Selected as the Lead Fraud Specialist for the South King County area and investigated a high profile fraud case of $130,000. Promoted the state's financial accountability and fiscal integrity standards on Financial, Accountability, and Single Audits. Lead the Sunshine committee for Team Building exercises and events. Audit Lead on a range of city and school districts local government audits while concurrently mentoring up to three assistant auditors. Selected as the Lead Fraud Specialist for the South King County area and investigated a high profile fraud case of $130,000. Promoted the state's financial accountability and fiscal integrity standards on Financial, Accountability, and Single Audits. Lead the Sunshine committee for Team Building exercises and events.

Compliance Accountant Intern

• Jul 2012 - Oct 2013

Tax Preparer

• Jan 2012 - Apr 2012