Lorie Lopez
McAllen,TX
Summary
Experienced Program Assistant & Bookkeeper with 15+ years of expertise in educational administration, financial management, professional development, onboarding, and grant compliance. Skilled in tracking opportunities, maintaining data integrity, conducting audits, managing budgets, and fostering partnerships. Adept at developing training initiatives, optimizing workflows, implementing digital solutions, and supporting staff development. Proven ability to manage and lead teams of over 20 staff members, ensuring operational efficiency and organizational success. Bilingual in English and Spanish, committed to innovation, continuous improvement, and leadership in professional development.
Overview
14
14
years of professional experience
Work History
Program Assistant
Region One ESC
07.2024 - Current
- Develop and implement professional development initiatives, ensuring efficient scheduling, registration, and compliance with grant requirements
- Facilitate onboarding by managing training materials, conducting orientations, and ensuring smooth integration of new staff
- Maintain data integrity by tracking professional development opportunities and conducting quality assurance audits
- Ensure fiscal responsibility by monitoring budgets, reviewing grant compliance, and preparing audit documentation
- Foster partnerships through collaboration with educators, administrators, and external stakeholders to enhance training programs
- Lead program innovations by developing new training tools, optimizing tracking systems, and improving overall process efficiency
- Conduct surveys and evaluations to track program effectiveness and provide data-driven improvements
- Provide technical guidance to program assistants and staff, supporting training initiatives and department success
- Oversee project completion with a focus on timely and successful outcomes, improving program efficiency
- Leverage technology to enhance communication, streamline professional development tracking, and optimize administrative workflows
- Optimize resource allocation through facility management, equipment deployment, and materials preparation
- Provide customer support, assisting departments with financial tracking, auditing, and budget planning
- Skilled at working independently and collaboratively in a team environment.
- Demonstrated a high level of initiative and creativity while tackling difficult tasks.
Bookkeeper / Principal Secretary
McAllen ISD
10.2010 - 07.2024
- Develop and implement professional development initiatives, ensuring efficient scheduling, registration, and compliance with grant requirements
- Facilitate onboarding by managing training materials, conducting orientations, and ensuring smooth integration of new staff
- Maintain data integrity by tracking professional development opportunities and conducting quality assurance audits
- Ensure fiscal responsibility by monitoring budgets, reviewing grant compliance, and preparing audit documentation
- Foster partnerships through collaboration with educators, administrators, and external stakeholders to enhance training programs
- Lead program innovations by developing new training tools, optimizing tracking systems, and improving overall process efficiency
- Conduct surveys and evaluations to track program effectiveness and provide data-driven improvements
- Provide technical guidance to program assistants and staff, supporting training initiatives and department success
- Managed financial operations, including budgeting, auditing, and financial reporting across multiple funding sources
- Implemented financial controls, ensuring compliance with state, federal, and district policies
- Oversaw payroll systems, ensuring accurate timekeeping and adherence to regulations
- Prepared financial reports and conducted internal audits, ensuring fiscal responsibility and grant compliance
- Tracked and analyzed financial data, identifying areas for cost reduction and budget efficiency
- Maintained and monitored purchase orders, invoices, and payment records to ensure accurate financial documentation
- Streamlined budget tracking, reducing errors and improving efficiency through dual-control verification
Education
Master of Business Administration -
Texas A&M Kingsville
06.2025
Bachelor of Business Administration - undefined
South Texas College
01.2022
Skills
- Professional Development & Training
- Onboarding & Staff Integration
- Grant Compliance & Auditing
- Financial Administration & Budgeting
- Stakeholder Collaboration & Partnership Development
- Project & Program Management
- Survey Design & Data Analysis
- Process Improvement & Digital Solutions
- Technical Guidance & Customer Support
- Bilingual: English & Spanish
Timeline
Program Assistant
Region One ESC
07.2024 - Current
Bookkeeper / Principal Secretary
McAllen ISD
10.2010 - 07.2024
Bachelor of Business Administration - undefined
South Texas College
Master of Business Administration -
Texas A&M Kingsville
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