To obtain a position with a growth-oriented organization that utilizes my leadership, interpersonal, and technical skills as an individual, allowing for team and self-development to set and meet desirable goals.
Overview
18
18
years of professional experience
Work History
Accounting Manager
Rowlett Charter Academies
06.2022 - Current
Directly responsible for the financial analysis daily operations of the Budget & Finance Department for both the Elementary and Middle School Campus
Oversee the two Bookkeepers and work directly for the Chief Financial Officer
Month end closing, Creation of the Budget and quarterly reporting to the Board of Directors and the School District of Manatee County
Responsible for the yearly end audit with an outside CPA firm
In addition, to the Accounting function, work closely with the Human Resources Director on salary projections and Health Insurance bids
Sr. Fiscal Analyst
Manatee County Government, BOCC – Public Works Division
09.2021 - 06.2022
Directly responsible for the preparation and monitoring of the Capital Improvement Program (CIP) for Transportation and Stormwater projects
Analyze, prepare, and maintain project budgets and expenditures to best maximize the utilization of restricted funds and ensure that project budgets are and appropriated timely to support project design, land acquisition, and construction components
This includes the execution of vendor Work Assignments, Term agreements, and Purchase Orders for Construction Manager at Risk (CMAR) contracts
Create Business Cases for new projects of record and well as Budget Change Forms for existing projects needing additional funding
Responsible for year-end closing of Capital and Stormwater funds as it relates to Transportation and Stormwater funds
Work closely with the Director of Public Works in the Budgeting and life of said projects
Director of Finance
Charlotte County Public Schools
02.2021 - 08.2021
Manage and supervise all Finance departments, including payroll, accounts payable, accounts receivable, general ledger, capital projects, grants, fixed assets, school accounting, cash management, purchasing cards program and financial reporting
Collaborate with the Director of Human Resources to ensure salary contract negotiations are implemented and followed
Oversee preparation of the Annual Financial Report and District Cost Report
Act as the liaison with the external auditors including the Auditor General
Monitor audit reports and actions plans associated with any audit findings
Develop budgets for specific funds and departments including the 5-year Capital plan and Grants Management
Monitor year to date expenditures to budgeted projections and report any adjustments in District funding to Senior Leaders
Executive Director Business Services
Duval County Public Schools
01.2019 - 01.2021
Direct and supervise the activities of 70 employees in the Budget, Accounting, Capital Projects, Financial Reporting, Payroll, Accounts Payable, Purchasing Card Administration, Debt and Treasury Management, Federal Programs and Food Service Accounting
Participated in contract negotiations with 12 bargaining units (unions) of the district
Investigated labor relations grievance and disciplinary cases for the sections supervised
Prepared reports and responses required
Trained Directors and Supervisors on the contract rules regarding the job duties performed by their union staff
In the absence of the Chief Financial Officer “in-house” performed all duties including supervision of Internal Audit staff, representative for CFO at all Chief level in-house meetings, and Cabinet representative at Board Meetings and Workshops
Present Budget information as well as Internal Audit reporting to the School Board
Director of Budget
Manatee County School District
09.2018 - 09.2019
Prepared, managed, and reported monthly to stakeholders a total Budget of $850 million dollars
This includes $40 million dollars in referendum funds used to increase the student day, enhance salaries, and implement STEM programs
Review all Budget amendments and transfers and report on them monthly to the school board
Work with the Allocations Administrator and Human Resources to ensure all positions are coded to where they were budgeted
Responsible for creating Departmental budgets including personnel positions to be uploaded into position control
Instrumental in encouraging strong collaboration among the district’s units and departments to develop an efficient service culture and climate
Allocations Administrator
Manatee County School District
09.2017 - 09.2018
Under the Supervision of the Deputy Superintendent of Instruction and Superintendent, began the Budget cycle from the Full Time Equivalent (FTE) supplied to the district from the DOE
Worked closely with the Executive Directors of Elementary, Middle and High Schools to ensure the schools were properly staffed and improved processes to include the Budget Department and Position Control staff in Human Resources
Worked with the Budget Department to create Departmental Allocations as well as operating Budgets
Business Process Analyst
Manatee County School District
01.2016 - 01.2017
Utilizing my extensive experience in the areas of Budget and Finance, acted as a liaison between these departments as the subject matter expert to develop the chart of accounts as well as analyzed and developed processes for the implementation of the Enterprise Resource Planning Software
Senior Budget Analyst
Manatee County School District
01.2014 - 01.2016
Met the challenge of turning around the District’s Financial condition in collaboration with the Superintendent and Senior Leadership Team
This was accomplished by utilizing cost containment measures as well as enhancing the School Allocations process
Responsible for creating and managing Departmental staffing allocations as well as operational budgets
Supervised and mentored the Budget Analysts to work closely with key constitutes to ensure communication between these departments were seamless as well as building a solid budget for the district
Budget Financial Analyst
Manatee County School District
01.2008 - 01.2014
Collaborated with Information Technology, Human Resources and Payroll departments to rebuild the Position Control system for accuracy of staffing the schools and departments
Trained the Allocations Administrator as this was a new position hired in the district
Developed and implemented the Zero-Based budgeting tools for the Departments as well as set staffing allocations for their budgets
Senior Capital Accountant
Manatee County School District
01.2007 - 01.2008
Preparation and Daily monitoring of Capital and debt management budgets
Worked closely with the Maintenance, Capital Construction, and Information Technology departments to develop the 5- year Capital Improvement Plan
Education
BA - Accounting
Immaculata University
Immaculata, PA
05.1989
Masters Public Administration -
Capella University
Minneapolis, MN
09.2024
Skills
Journal entries
Payroll processing
Bookkeeping
Financial reporting
Timeline
Accounting Manager
Rowlett Charter Academies
06.2022 - Current
Sr. Fiscal Analyst
Manatee County Government, BOCC – Public Works Division