Dynamic Fiscal Specialist with extensive experience at South Central Ohio Job & Family Services, excelling in financial reporting and GAAP compliance. Proven track record in budget preparation and contract monitoring, demonstrating strong analytical skills and effective communication. Adept at enhancing financial processes to ensure regulatory adherence and optimize agency spending.
Overview
35
35
years of professional experience
Work History
Fiscal Specialist
South Central Ohio Job & Family Services
01.2020 - Current
Prepare financial and inventory/capital lease obligation reports and work with auditors to ensure Federal, State and Local rules and regulations are met.
Prepare financial reports and collaborate with auditors for GAAP compilation and Federal Schedule completion.
Monitor agency contracts to ensure compliance with Federal, State and Local regulations.
Analyze and approve invoices.
Confirm payment eligibility by reviewing supporting documents and compliance with regulations.
Determine appropriate program allocation for expenses based on financial guidelines.
Record and reconcile vendor payment amounts to ensure accuracy in financial reporting.
Prepare monthly and quarterly PCSA reports to provide insights on local spending.
Create and update various spreadsheets to track PCSA dollars.
Approve and/or enter receipts, purchase orders and vouchers in CFIS.
Prepare monthly balancing reports out of CFIS and VIP.
Procure and order office supplies and other items needed for agency.
Prepare pay ins, when needed.
Perform related clerical duties such as copying, scanning, computer work and filing.
Fiscal Specialist
South Central Ohio Job & Family Services
07.2016 - 12.2019
Prepared financial and inventory/capital lease obligation reports and worked with auditors to ensure Federal, State and Local rules and regulations are met.
Monitored agency contracts for compliance with Federal, State and Local rules and regulations.
Monitored payments made to vendors to ensure accuracy and timeliness.
Analyzed and approved invoices.
Evaluated eligibility criteria for payment processing.
Determined appropriate program allocations for expense charges.
Prepared monthly/quarterly FCFC reports.
Tracked and helped prepare FCFC budget.
Created and updated various spreadsheets to track FCFC dollars.
Approved receipts, purchase orders and vouchers in CFIS.
Prepared and presented financial statements for bi-monthly meetings.
Prepared financial reports, collaborating with auditors for GAAP compilation and Federal Schedule completion.
Performed related clerical duties such as copying, scanning, computer work and filing.
Fiscal Specialist
South Central Ohio Job & Family Services
12.2014 - 06.2016
Monitored and recorded vendor payments, ensuring accuracy and compliance with financial standards.
Analyzed and approved invoices.
Verified eligibility for payment.
Prepared and presented financial statements for bi-monthly meetings.
Prepared monthly and quarterly WIA and FCFC reports, providing key financial insights for decision-making.
Tracked and helped prepare WIA and FCFC budget.
Created and updated spreadsheets for tracking WIA and FCFC expenditures, facilitating effective budget management.
Prepared Area WIA cash draws to ensure adequate funding for expenditures.
Approved receipts, purchase orders and vouchers in CFIS.
Identified program to be charged.
Performed related clerical duties such as copying, scanning, computer work and filing.
Account Clerk 1
South Central Ohio Job & Family Services
07.2004 - 12.2014
Analyzed and processed invoices to ensure timely payments.
Verified eligibility for payment.
Identified program to be charged.
Produced vouchers and recap sheets through computer entry to maintain accurate financial records.
Monitored amounts paid to vendors to maintain accurate financial records.
Created and tracked purchase orders.
Prepared monthly WIA reports.
Managed WIA budget to facilitate effective financial planning.
Prepared WIA projections.
Created and updated various spreadsheets to track WIA dollars.
Entered receipts into Ledger Suite to support financial tracking and reporting.
Purchased office supplies and other various items needed for entire agency.
Performed related clerical duties such as copying, scanning, computer work and filing.
Store Reporting Coordinator – Financial Services Department
Petland, Inc.
09.2002 - 07.2003
Coordinated preparation of financial statements for 35 Petland stores by entering daily sales data, ensuring accuracy and timeliness.
Collaborated with franchisees to prepare bi-monthly and monthly financial statements, enhancing transparency and financial understanding.
Established the filing system for this newly formed Division.
Utilized various computer software applications to streamline operational tasks, improving overall efficiency.
Administrative Assistant – Franchise Services
Petland, Inc.
11.2001 - 09.2002
Worked closely with potential franchisees and the Franchise Director (Sales) in gathering information in order to determine viable candidates for franchises.
Prepared bank packages for candidates to secure SBA financing.
Coordinated corporate events, including trade shows, candidate lunches, and employee parties.
Demonstrated strong written communication skills by crafting clear reports and correspondence.
Administrative Assistant – Operations
Petland, Inc.
08.1993 - 11.2001
Coordinated large mailings for operations staff, ensuring timely communication and support.
Oversaw petty cash management for corporate office, maintaining accurate financial records.
Organized and maintained corporate files.
Served as back-up receptionist, handling calls on a 12-line telephone system efficiently.
Resolved customer complaints from all states, enhancing customer satisfaction at Petland store.
College Work Program
Kenworth Truck Company
06.1992 - 07.1992
Performed multiple roles in factory and office settings to enhance operations.
College Work Program
Kenworth Truck Company
06.1991 - 07.1991
Performed multiple roles in factory and office settings to enhance operations.
Education
High School -
Southeastern High School
01.1991
Associates Degree - Administrative Office
Southeastern Business College
Timeline
Fiscal Specialist
South Central Ohio Job & Family Services
01.2020 - Current
Fiscal Specialist
South Central Ohio Job & Family Services
07.2016 - 12.2019
Fiscal Specialist
South Central Ohio Job & Family Services
12.2014 - 06.2016
Account Clerk 1
South Central Ohio Job & Family Services
07.2004 - 12.2014
Store Reporting Coordinator – Financial Services Department
Fiscal Specialist at Prince William County Government Department of Social ServicesFiscal Specialist at Prince William County Government Department of Social Services