Kyleen Young
Cherry Creek,NY
Summary
Proven financial expert with a track record of optimizing cash flow and enhancing fiscal accountability at Frontier Central School District. Excelled in audit coordination and teamwork, significantly improving financial processes and compliance. Skilled in Excel and fostering collaboration, consistently achieving beyond expectations.
Overview
7
7
years of professional experience
Work History
District Treasurer
Frontier Central School District
07.2023 - Current
- Financial management: Managing the school district's finances, including cash management, purchasing, accounts payable, and accounts receivable.
- Maintaining records of the district's finances, including receipts, disbursements, and bank statements.
- Assisting with the preparation of the annual budget, including attending budget committee meetings and maintaining the budget database.
- Preparing and submitting financial statements and reports to the board of education.
- Meeting the requirements of the law and ensuring fiscal accountability.
- Working closely with the school district management team and Auditors.
- Ensured compliance with federal, state, and local regulations by maintaining accurate records and staying informed on policy changes.
- Facilitated smooth transitions between fiscal years by closing out accounts promptly and preparing comprehensive end-of-year reports.
- Streamlined financial processes through the implementation of efficient systems, leading to improved productivity.
- Provided support to school principals and other staff members with budgetary concerns, fostering a culture of collaboration and shared responsibility for fiscal management.
- Optimized cash flow management strategies by forecasting revenue streams accurately and monitoring expenditure patterns closely.
- Managed daily financial functions in collaboration with accounting and payroll personnel.
- Provided treasury and cash management by overseeing reconciliation of banking activity, credit card processing, and sales tax returns.
Account Clerk
Pine Valley Central School
11.2019 - 07.2023
- · Entering of purchase orders for all Funds on WINCAP software.
- · Approval of webreqs from employee entries and modifying if needed.
- · Compiling of yearly Classroom/Office Supply Bid with School Specialty (NYS Contract vendor)
- · Placing of orders, via mail, email, fax or phone after approval.
- · Assisting all Staff and Managers with WEBREQ & BUDGETREQ entry process.
- · Monitoring of outstanding purchase orders continually for all funds.
- · Data entry of invoices into WINCAP for full or partial payment, non-purchase order, or electronic payments.
- · Data entry of all Student Activity Deposits and Withdrawals on Wincap.
- · Typing of Student Activity Purchase orders from approved requisitions.
- · Processing of checks and warrants.
- · Processing of daily/monthly reports for all Student Activity Accounts.
- · Reconciling of Monthly Activity for each Student Activity Account.
- · Setting up and maintaining District Petty Cash funds for the year.
- · Reconciling Petty Cash disbursement reports and replenishing as needed.
- · Entering of Journal Entries and Cash Receipts.
- · Reconciling Payroll Bank Statements.
- · Quarterly Sales Tax Filing for School Lunch and Student Activity Account.
- · Daily checking of State Aid Website for Aid received.
- · Updating of Vendor W-9 file.
- · Assisting Business Executive as needed.
- · Backup for Payroll when necessary.
Assistant Manager to GM, Food and Beverage Manager
Tri County Country Club
03.2019 - 07.2023
- Improved customer satisfaction by addressing and resolving complaints promptly.
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Developed strong working relationships with staff, fostering a positive work environment.
- Assist with the recruitment, hiring, supervision and evaluation of restaurant, banquet and golf course employees.
- Organize and execute sales plan, pricing, and supervision of golf course programs including outings, special events and in-house tournaments.
- Assist in preparing and depositing daily financial transactions for the golf operation and food and beverage operation.
Office Assistant
Facilities Planning/Environmental Health & Safety
06.2017 - 04.2019
- Maintained confidentiality in handling sensitive information while performing administrative tasks.
- Provide assistance with photocopying and binding of solicitation documents, scanning of documents as needed, campus errands (pickups/deliveries) as needed.
- Created Monthly Building Inspection reports to send to management across campus
- Contributed to a positive work environment by fostering open communication among colleagues.
- Prepared and edited documents to produce precise, accurate and professional communication.
- Enhanced office efficiency by managing schedules, organizing files, and maintaining a clean workspace.
Education
MBA - Business Management
College of Saint Rose
Albany NY 07.2023
Bachelor of Business Management - Business Management
State University of New York At Fredonia
Fredonia NY 12.2019
Skills
- Bank Reconciliation
- Accounts Payable
- Accounts Receivable
- Internal Controls
- Audit Coordination
- Cash Flow Forecasting
- Revenue Generation
- Tax Compliance
- Expense Tracking
- Investment Management
- Debt management
- Capital projects
- Excel expertise
- Financial Analysis
- Teamwork and Collaboration
Timeline
District Treasurer
Frontier Central School District
07.2023 - Current
Account Clerk
Pine Valley Central School
11.2019 - 07.2023
Assistant Manager to GM, Food and Beverage Manager
Tri County Country Club
03.2019 - 07.2023
Office Assistant
Facilities Planning/Environmental Health & Safety
06.2017 - 04.2019
MBA - Business Management
College of Saint Rose
Bachelor of Business Management - Business Management
State University of New York At Fredonia
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