Angele Latham, MBA
Pataskala,OH
Summary
Team-oriented Accountant adept at fiscal analysis, budgeting, forecasting and strategically aligning resources to meet organizational goals. Talented listener, analyzer and problem-solver with people-first approach. Successful at steering financial plans, building policies and monitoring regulatory issues. Enjoys being part of a dynamic team.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Treasurer
Reynoldsburg City Schools
Reynoldsburg, OH
10.2021 - Current
- Oversaw the successful completion of external audits without any major findings or issues raised by auditors.
- Reconciled monthly statements, invoices and expense accounts, keeping records accurate, and current.
- Enhanced financial reporting processes, providing stakeholders with accurate and timely information for decision-making purposes.
- Drafted treasury reports to support management decision-making needs.
- Implemented strategies to improve organizational financial performance.
- Advised management regarding significant expenditures to keep operations in line with budget limitations.
- Worked closely with auditors to ensure compliance with regulatory requirements, avoiding potential fines or penalties.
- Prepared and presented financial reports to inform senior management and board of directors.
- Developed and maintained internal control systems to protect organizational assets.
- Managed investment portfolio to optimize returns while minimizing risk exposure.
- Planned and managed $100M annual budgets, tracking expenses, and investigating discrepancies to maintain optimal controls.
- Oversaw preparation of financial reports to provide accurate insights into organizational performance.
- Developed policies for cash handling and treasury operations, enhancing operational efficiency.
- Led initiatives to automate treasury functions, increasing productivity and accuracy.
Exec. Director,Strategic Planning,Financial Service & Grants
Cleveland Metropolitan School District
Cleveland, Ohio
12.2017 - Current
- Managed team responsible for budget planning, development and execution of all district expenditures
- Used data to drive district decisions and evaluated organizational performance against defined financial performance measures or metrics
- Established and enforced district-wide standards for compliance on all fiscal policies and procedures for the general fund, student activity fund and all other funded programs
- Tracked and monitored expenses against budget and made recommendations for cost reduction
- Reviewed and Approved general ledger transactions for accuracy
- Set overall vision and provided team leadership for annual budgeting process
- Developed individualized and group programming and budget plans that maximized the efficient use of resources in support of academic achievement
- Ensured confidential budget reports remained up-to-date for Chiefs, board members and cost center managers
- Executed individual business plan in support of District wide cost savings
- Operated within budgetary constraints, participated in development of annual budget forecasts and reconciliation of operating budget ($1.0B)
- Evaluated progress toward established annual and quarterly spending targets
- Demonstrated knowledge of company's mission, purpose, goals, and ability to help employees successfully achieve them
- Managed quality assurance program including on site evaluations, internal audits and customer surveys
- Provided analytical rationale to identify, develop and implement activities within allocated account base
- Helped foster culture of customer centricity by aligning with talent, academics, operations, finance and executive teams to drive initiatives centered on customer success
Director, Strategic Planning And Grants Management
Cleveland Metropolitan School District
Cleveland, Ohio
03.2017 - 12.2017
- Provided strategic financial planning services to schools and departments to ensure alignment of local, state, and federal resources with key priorities and strategies
- Managed the school and department budget planning and development process
- Monitored and analyzed cost center level spending and provided cost center managers with the necessary financial reports to manage their areas of responsibility effectively
- Developed and refined resource flexibility guidelines in conjunction with cross functional stakeholders
- Developed, championed, and implemented strategies to increase equity, transparency, and flexibility of resources
- Engaged with, supported the develop of, and participated in strategic planning and professional development opportunities with principals and Academic leadership
- Provided fiscal and operational oversight of all state, local, and federal grants and programs, including establishing resource allocations for public and nonpublic schools in accordance with established guidelines
- Managed and developed a team of finance professionals to provide services and supports to schools, departments, and the district at-large
Director, Funded Programs And Academic Resources
Cleveland Metropolitan School District
Cleveland, OH
10.2015 - 03.2017
- Provided fiscal management that facilitated the allocation and delivery of services and resources to eligible public and nonpublic students in keeping with federal, state and local laws and regulations
- Provided fiscal oversight of the utilization of federal funding, and the implementation of programming in alignment with the CMSD Transformation Plan
- Assisted Chief Financial Officer in supporting a more strategic management of the District's financial resources to support programmatic changes in schools.
Accountant/Analyst
Cuyahoga Community College
Cleveland, OH
02.2014 - 09.2015
- Prepared, reviewed and analyzed the monthly and annual financial statements
- Researched, developed and maintained accounting principles, practices and procedures to ensure accurate financial statements
- Prepared support schedules and other analyses as needed for year-end audit purposes
- Ensured an accurate and timely monthly, quarterly and year-end close Compiled and analyzed financial information to prepare journal entries to assigned restricted funds
- Identified and resolved any issues or reconciling items related in assigned restricted funds
- Analyzed and communicated current and projected budgets/financial positions with financial managers, project directors and other internal/external customers and conferred with same to resolve problems
- Provided all levels of management with useful and accurate financial information on a timely basis via verbal communication or written documentation
- Assisted with, prepared, and/or presented documentation for annual audit and any internal or external audits, reviews and site visits
Department Administrator
Case Western Reserve University
Cleveland, OH
05.2010 - 01.2014
- Provided overall financial oversight for management of all funded grant accounts and operating budget ($100M)
- Prepared grant applications and budgets for submission to sponsor
- Monitored grant accounting activities in the Division, ensuring the smooth and efficient operation of all accounts
- Provided inventory control of the purchasing process through the university grant accounts and the financials and payroll systems (PeopleSoft)
- Directly supervised all non-faculty administrative and research staff Consulted with representatives of regulatory agencies to complete accurate filings and uphold strict compliance
Education
MBA - Accounting
Cleveland State University
Cleveland, OH2008
Skills
- Trend Forecasting
- Financial statement presentation
- Financial auditing
- ERP software
- Problem solving
- Operations management
- Staff management
- Meticulous attention to detail
- Team leadership
- Quantitative and qualitative analysis
- Budgeting and financial management
- Financial reporting and analysis
- General accounting and GAAP compliance
- GASB compliance
- Month-end reporting
- Bank account reconciliations
- Closing procedures
- Recruitment and hiring
Certification
Ohio School Treasurer License
CPA Candidate: Expected 2021
Certificate-Education Finance, Georgetown University 2018
Coucil's Urban School Executive - Council of Great City Schools 2017
Timeline
Treasurer
Reynoldsburg City Schools
10.2021 - Current
Exec. Director,Strategic Planning,Financial Service & Grants
Cleveland Metropolitan School District
12.2017 - Current
Director, Strategic Planning And Grants Management
Cleveland Metropolitan School District
03.2017 - 12.2017
Director, Funded Programs And Academic Resources
Cleveland Metropolitan School District
10.2015 - 03.2017
Accountant/Analyst
Cuyahoga Community College
02.2014 - 09.2015
Department Administrator
Case Western Reserve University
05.2010 - 01.2014
MBA - Accounting
Cleveland State University