Career responsibilities have included supervision of staff and decision making on various financial related matters for school districts. Results-oriented, proven management skills, strong work ethic, decisive decision-making and excellent interpersonal skills.
Overview
34
34
years of professional experience
Work History
Chief of Finance and Operations
Yelm Community Schools
07.2022 - 10.2025
Oversight of all district operations, including; child nutrition, transportation, information technology and facilities
Led the financial services office including day to day operations, budget development, and financial statement preparation while ensuring strong internal controls were in place to prevent errors in financial reporting
Analyzed legislative impacts to the district
Acted as audit liaison with 3 years of clean audits
Monitored budget continuously including fund balance, enrollment and staffing levels
Provided monthly financial statements and presented regular financial updates to the board
Provided training to departments and buildings on all financial related processes and procedures
Provided levy scenarios to the board to make informed decisions on levy rates and length
Ensured staff had the tools and support necessary to be successful in their required areas of responsibility
Ensured finance and operations delivered excellent customer service while maintaining a positive culture
Provided financial information for labor negotiations
Ensured compliance with all regulatory requirements regarding district finances and programs
Executive Director of Financial Services
Tumwater School District
07.2021 - 06.2022
Led the financial services office including day to day operations, budget development, and financial statement preparation while ensuring maintenance of strong internal controls.
Oversight of transportation department.
Analyzed legislative impacts to the district.
Acted as audit liaison with a clean audit.
Monitored budget continuously including fund balance, enrollment and staffing levels.
Provided monthly financial statements and presented regular financial updates to the board.
Provided training to departments and buildings on all financial related processes and procedures.
Ensured staff had the tools and support necessary to be successful in their required areas of responsibility.
Ensured finance and operations delivered excellent customer service while maintaining a positive culture.
Provided financial information for labor negotiations.
Ensured compliance with all regulatory requirements on finances and programs.
Increased organizational efficiency by streamlining processes.
Analyzed legislative impacts to the district.
Monitored budget continuously including fund balance, enrollment and staffing levels.
Provided monthly financial statements and presented regular financial updates to the board.
Provided training to departments and buildings on all financial related processes and procedures.
Ensured staff had the tools and support necessary to be successful in their required areas of responsibility
Ensured compliance with all regulatory requirements regarding district finances and programs
Grants Manager
North Thurston Public Schools
11.2019 - 06.2021
Developed grant proposals aligned with district initiatives.
Collaborated with stakeholders to identify funding opportunities that supported the districts initiatives.
Managed all local, state and federal grant related activities ensuring compliance with all regulatory requirements and financial reporting standards.
Prepared and submitted monthly grant claims.
Established positive relationships with community partners.
Member of instructional leadership team
Executive Director of Financial Services
Federal Way Public Schools
01.2018 - 10.2019
Led 18 staff and coordinated activities of the business office, including budget preparation, financial reporting, grants management, payroll/benefits, purchasing, contracts, accounts payable/receivable and cash receipting.
Led the department in sustaining a responsive and psitive culture, while ensuring service objectives were achieved with a strong focus on high levels of customer service.
Monitored categorical programs to ensure compliane with statutory regulations.
Reviewed and monitored monthly and annual financial statement preparation in accordance with generally accepted accounting principles.
Ensured timely and accurate submission of all state and federal financial reporting.
Analyzed financial information and status of budgetary accounts to guard against overspending.
Ensure the maintenance of adequate internal controls and updated policies and procedures.
Interpreted rules, regulations and laws that impact school district finances.
Supported various projects such as bond sales, SEBB implementation and account code restructure to better align with state reporting.
Director of Federal Fiscal Policy/Grants Management
Office of Superintendent of Public Instruction
12.1997 - 12.2017
Most recent position:
Managed development and implementation of fiscal policies for all federal program pass-through funding.
Negotiated agreements with the US Department of Education that impacted the K-12 education system statewide.
Coordinated with staff across all divisions of the agency.
Prepared and submitted federal reporting of financial data.
Acted as agency expert on federal fiscal compliance and financial regulations including Uniform Grant Guidance.
Provided guidance on federal compliance requirements, allowable use of funds and fiscal impacts of proposed legislative and regulatory changes.
Managed activities related to grants management, audit resolution, grant systems, audit liaison, and fiscal CPR monitoring
Assistant State Auditor
Washington State Auditor's Office
06.1991 - 11.1997
Planned, staffed, budgeted and conducted financial and compliance audits in accordance Generally Accepted Auditing Standards, including audits of several school districts.
Ensured financial statements were prepared in accordance with Generally Accepted Accounting Principles.
Education
Bachelor of Science - Accounting
Central Washington University
Ellensburg
Skills
Friendly, positive attitude
Teamwork and collaboration
Customer service
Problem-solving
Dependable and responsible
Multitasking Abilities
Excellent communication
Critical thinking
Timeline
Chief of Finance and Operations
Yelm Community Schools
07.2022 - 10.2025
Executive Director of Financial Services
Tumwater School District
07.2021 - 06.2022
Grants Manager
North Thurston Public Schools
11.2019 - 06.2021
Executive Director of Financial Services
Federal Way Public Schools
01.2018 - 10.2019
Director of Federal Fiscal Policy/Grants Management