Experience

Liberty Hill Independent School District

• United States
• Primary and Secondary Education
• 100 - 200 Employee

• Chief Financial Officer

  • Feb 2020 - Present

  Responsible for oversight of all financial and business affairs of the district. Provide leadership for the district’s financial services activity to ensure legally sound and effective management practices. Direct and monitor the management and investment of all district funds and ensure they are adequately protected. Serve as chief financial advisor and budget advisor to the superintendent and board of trustees. • Ensure preparation and integrity of all district general accounting records and related financial reports using accepted standards for school accounting as prescribed by the Texas Education Agency. • Develop long-range and short-term objectives for district’s business operations and prepare district budget. Monitor budget variances and oversee budget adjustments. • Act as financial advisor to the superintendent and board of trustees and keep them informed of the financial condition of the district. • Maintain the district’s investment portfolio. Supervise and coordinate the investment of all available funds to the best interest of the school district and ensure that these funds are adequately protected against loss at all times. • Ensure that all financial obligations of the school district (accounts payable, notes payable, bonded indebtedness, and payroll) are met on a timely basis. • Implement and maintain internal control procedures to ensure the safeguarding of assets and reliability of accounting data and to promote operational efficiency and ensure adherence to prescribed procedures. • Oversee the auditing program for all district funds and work cooperatively with the district’s independent and internal auditors in conducting periodic audits. • Administer the business office budget and ensure that programs are cost effective and funds are managed prudently. Show less



Round Rock ISD

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

• Director of Finance

  • Dec 2017 - Feb 2020

  Plan, direct, and evaluate the operational, financial, and personnel activities of the Financial Services department including accounting and financial reporting, grant accounting and oversight, budgeting, accounts payable and receivable, activity funds, and investment and treasury management.• Maintain and analyze forecast models, projections, comparative analyses, and other planning and monitoring templates to ensure the financial integrity of the District. • Oversee district financial records, review monthly reconciliation of cash and liability accounts, and coordinate preparation of monthly/quarterly financial reports.• Coordinate annual financial audit with the District’s external accounting firm and prepare annual financial reports in compliance with generally accepted accounting principles (GAAP).• Research, recommend, implement and administer District and department policies and procedures that are in compliance with all federal, state, and local regulations.• Oversee the development and implementation of the District’s budget; oversee compliance and execution of budgets. • Perform and manage the verification and validation of Public Education Information Management System (PEIMS) submissions and other required reports.• Design and implement a system of internal controls to protect the district’s assets and the integrity of financial information. Periodically reevaluate controls for effectiveness and opportunities for improvement. Show less

• Budget Manager

  • Jan 2015 - Dec 2017

  Implemented and executed the district's budget affairs, applying fundamental budgetary concepts, practices, and procedures.• Developed the district’s annual budget including general fund, food services, debt service, and capital projects.• Prepared budget amendments for management and Board approval.• Designed, developed, and maintained complex analysis and reports using district budget data.• Assisted with long-term forecasting and planning efforts.• Maintained and corrected Public Education Information Management System (PEIMS) budget information and Texas Education Agency (TEA) required school codes.• Coordinated with department directors and campus administrators to provide guidance and assistance with budgetary oversight. Show less

• Accounts Payable Supervisor

  • Feb 2013 - Jan 2015

  Managed the accounts payable department and responsible for the efficient processing and payment of all invoices.• Oversaw, coordinated, and monitored daily accounts payable operations for the district.• Played a key role in developing and modifying payable systems, procedures, and policies.• Monitored all payable activities regularly through the computerized accounting system and for internal not-automated processes.• Maintained internal control procedures and ensure adherence to district accounting policies.• Assisted budget and account managers with reconciling expense accounts.• Proofed and approved all transactions. Prepared invoices for payment. Assured all daily transactions were completed.• Prepared financial reports, journal entries, manual checks, and void checks as necessary.• Performed end of month and year activities: transaction summary, check reconciliation, and accounts payable selections for annual audit.• Supervised and evaluated department staff. Show less

• Grant Accountant

  • Feb 2010 - Jan 2013

  Implemented and maintained system for federal, state, and locally funded programs and providedspecialized expertise in overseeing grant expenditures, revenue controls, and grant reporting.• Provided financial expertise in developing, administering, and maintaining grant budgets.• Oversaw grant expenditures for authenticity, compliance with grant guidelines and regulations, and adherence to budgetary restrictions.• Collaborated with grant management staff to effectively implement accounting activities and controls in compliance with state and federal guidelines and in adherence to district financial policies and procedures.• Generated and submitted timely financial reports to funding agencies.• Prepared quarterly grant reports as part of the district’s financials presented and reviewed by theboard of trustees.• Assisted external and regulatory auditors as necessary. Show less



Girlstart

• United States
• Non-profit Organizations
• 1 - 100 Employee

• Operations Director

  • 2008 - Feb 2010

  Oversaw the day-to-day operations of the Austin-based nonprofit organization, with a focus on the financial systems and procedures required to accomplish the vision, mission, and goals. • Developed the annual operating budget and prepared monthly financial reports for the board of directors. • Oversaw all aspects of accounting, payroll, accounts payable, accounts receivable, and investments. • Accurately tracked and recorded revenues and expenses. • Ensured sound bookkeeping and accounting procedures were followed. • Supervised annual audit and assisted in preparation of 990. • Created strategic plan incorporating goals and objectives for sustainability and growth. • Hired, trained, supervised, and evaluated the finance and office staff. Show less



Junior Achievement

• Senior Program Manager

  • 2006 - 2008

  Redesigned the program implementation strategy for 35-year-old non-profit, managing K-12 in-school and after-school programs. • Developed yearly program budget, tracked monthly expenses, monitored cash flows, and produced monthly financial reports. • Recruited, trained, and placed 500 volunteers as classroom consultants for specific programs. • Created comprehensive evaluation process to measure and improve on program quality. • Maintained program database of students and volunteers, created queries and reports as needed for donor reporting purposes. • Interviewed, hired, managed, and evaluated program staff to support strategic growth. Show less



Girlstart

• United States
• Non-profit Organizations
• 1 - 100 Employee

• Program Director

  • 2002 - 2006

  Developed and implemented award-winning math, science, engineering and technology programs for elementary and middle school students. • Developed and maintained program budgets, tracked monthly expenses, oversaw compliance of fiscal guidelines, and submitted monthly financial reports. • Managed multi-year National Science Foundation grant, Texas Education Agency grants, and various corporate and foundation grants. • Designed and implemented new program directives, maintaining a highly visible, well-respected agency identity. • Hired, trained, supervised, and evaluated program department staff. Show less