Summary
Overview
Work History
Education
Skills
Trainings Certificates
Job Experiences
Timeline
Generic

Lourez Williams-Clemons

Houston

Summary

Dynamic professional with extensive experience in bookkeeping and grant development at Houston ISD. Proficient in QuickBooks and skilled in grant writing, I excel in budget management and tax compliance. Known for my strong analytical abilities and effective communication, I consistently deliver results that enhance organizational efficiency and support funding initiatives.

Overview

36
36
years of professional experience

Work History

Bookkeeper

Murry E. Taylor, PC
Houston
11.2023 - Current
  • Balance and Reconcile accounts using QuickBooks; Update taxes

Grant Developer

Houston ISD
Houston
02.2021 - 08.2023
  • Research, Develop, and Assist with writing federal, state, and local grants.
  • Developed Donation, Grant, DonorsChoose training modules and manuals.
  • Maintain DonorsChoose documentation.
  • Assist with maintaining Grant documents for auditable purpose.
  • Assist department staff with various duties.
  • Guide and assist schools and departments with grant procedures and policies.
  • Assist with updating and maintaining Grant Development website and twitter page.

Clerk III

Houston ISD
Houston
01.2017 - 02.2021
  • Receive and direct calls;
  • Assist with meetings/projects;
  • Assist School Grant Administrators with various duties and grants;
  • Arrange and setup meetings through Microsoft Outlook OneSource System, and Microsoft Teams.
  • Assist with maintaining budget of Title IV federal funds;
  • Assist with Summer School logistics and trainings;
  • Maintain Summer School Twitter page;
  • Assist Grant Development with preparation of onsite and online trainings;
  • Provided direct support with processing of grant documents, and other various duties assigned.

General Clerk II

Houston ISD
Houston
10.1999 - 01.2017
  • Receive and direct calls on a multi-phone system;
  • Generate and perform routine processing of documents and/correspondences;
  • Provide direct support for Executive (Superintendent, Directors, Principals, and other school officials) as well as assist reception with necessary duties.
  • Provide district coding for other districts;
  • Process, file, and input Actual Daily Attendance (ADA) information and out of district transfer applications.
  • Created and processed Promissory Notes for Out of District patrons.
  • Processed Transfer Applications.
  • Notarize necessary documents related to Student transfer Department;
  • Research student information utilizing Chancery SIS database and student transfer database.
  • Assist and direct patrons.
  • Verified address information utilizing the HISD demographic database and/or address directory as well as Microsoft Street & Trip database.
  • Assist supervisor and analyst with patrons and transfer documents.
  • Pickup, distribute, and process mail.
  • Assist with other various departmental projects and student recruitment for magnet program utilizing Smart Choice Data Management System.

General Clerk I

Houston ISD
Houston
08.1997 - 09.1999
  • Setup appointments medical and dental appointments for patients;
  • Assist Doctor and Nurse Practitioner with patients;
  • Assist other School Personnel with necessary clerical duties.
  • Processed and generated documents including letters, memos, and reports to maintain clear communication.
  • Directed incoming calls to ensure efficient communication with personnel.
  • Supported Social Worker and onsite School Nurse in daily operations.
  • Assisted in organizing and conducting meetings for effective collaboration.

Teacher Assistant

Montessori-The Cottage School
Houston
06.1994 - 09.1996
  • Meet and greet and students;
  • Assist lead instructor with various classroom roles and instructional duties;
  • Daily roll call of students, reading of stories, assistance of lunch duties, and transporting of students from one classroom to another (ancillary), etc.;
  • Overseer of closing building at the end of the day.

Clerk

Bayer Chemical
Baytown
08.1990 - 01.1992
  • Performed clerical duties across departments including accounting, customer service, and human resources to support operational needs.
  • Received and directed calls using multi-line phone system to ensure efficient communication.
  • Recorded essential information in files for accurate documentation.
  • Assist Engineers, CAD Operators, Plant Directors and Supervisors with various duties.;
  • Microfilm; reproduce and document files;
  • Analyze and research plant drawings;

Education

BS - Business Administration

University of Phoenix
01-2021

AA/BF -

University of Phoenix
01-2019

Skills

  • QuickBooks proficiency
  • Account reconciliation
  • Financial reporting
  • Budget management
  • Tax compliance
  • Grant writing

Trainings Certificates

  • Chancery SIS
  • Certificate of Completion – SAP Basic End User Deluxe
  • Management Skills for Executive Secretaries and Administrative Assistants (Skill Path Workshop)
  • SharePoint Owner
  • MS Office 365
  • Excel
  • TCP
  • Shopping Cart A to Z
  • Activity Funds 101 for Administrative Support Staff

Job Experiences

  • Bookkeeper, Murry E. Taylor, PC, 11/01/23, Present, 12655 Woodforest Blvd, Ste 200, Houston, TX, 77015, QuickBooks, Microsoft Word, Excel, Drake Tax, Balance and Reconcile accounts using QuickBooks; Update taxes
  • Grant Developer, Houston ISD, 02/01/21, 08/01/23, 4400 W. 18th St, Houston, TX, 77092, Microsoft: Outlook, Word, Excel, Access, Publisher, OneSource, SharePoint, Research, Develop, and Assist with writing federal, state, and local grants. Developed Donation, Grant, DonorsChoose training modules and manuals. Maintain DonorsChoose documentation. Assist with maintaining Grant documents for auditable purpose. Assist department staff with various duties. Guide and assist schools and departments with grant procedures and policies. Assist with updating and maintaining Grant Development website and twitter page.
  • Clerk III, Houston ISD – External Funding, 01/01/17, 02/01/21, 4400 W. 18th St, Houston, TX, 77092, Microsoft Word, Excel, Access, OneSource, SAP, SharePoint, Receive and direct calls; Assist with meetings/projects; assist School Grant Administrators with various duties and grants; arrange and setup meetings through Microsoft Outlook OneSource System, and Microsoft Teams. Assist with maintaining budget of Title IV federal funds; assist with Summer School logistics and trainings; maintain Summer School Twitter page; and assist Grant Development with preparation of onsite and online trainings; and provided direct support with processing of grant documents, and other various duties assigned.
  • General Clerk II, Houston ISD – Student Transfer, 10/01/99, 01/01/17, 4400 W. 18th St, Houston, TX, 77092, Microsoft Word, Excel, Access, PowerPoint, Chancery SIS, HISD Portal, Microsoft Street & Trip, Data Management System, SAP, Receive and direct calls on a multi-phone system; Generate and perform routine processing of documents and/correspondences; Provide direct support for Executive (Superintendent, Directors, Principals, and other school officials) as well as assist reception with necessary duties. Provide district coding for other districts; Process, file, and input Actual Daily Attendance (ADA) information and out of district transfer applications. Created and processed Promissory Notes for Out of District patrons. Processed Transfer Applications. Notarize necessary documents related to Student transfer Department; Research student information utilizing Chancery SIS database and student transfer database. Assist and direct patrons. Verified address information utilizing the HISD demographic database and/or address directory as well as Microsoft Street & Trip database. Assist supervisor and analyst with patrons and transfer documents. Pickup, distribute, and process mail. Assist with other various departmental projects and student recruitment for magnet program utilizing Smart Choice Data Management System.
  • General Clerk I, Houston ISD – Easter Elementary (closed), 08/01/97, 09/01/99, Houston, Houston, TX, Receive and direct calls; setup appointments medical and dental appointments for patients; assist Doctor and Nurse Practitioner with patients; assist Social Worker and onsite School Nurse with necessary duties; assist in conducting meetings; and assist other School Personnel with necessary clerical duties. Generated and processed necessary documents: letter, memos, and reports.
  • Teacher Assistant, Montessori-The Cottage School, 06/01/94, 09/01/96, 7142 Cherry Park, Houston, TX, 77095, Meet and greet and students; assist lead instructor with various classroom roles and instructional duties; daily roll call of students, reading of stories, assistance of lunch duties, and transporting of students from one classroom to another (ancillary), etc.; Overseer of closing building at the end of the day.
  • Clerk, Bayer Chemical, 08/01/90, 01/01/92, 8500 W Bay Rd, Baytown, TX, 77523, Microsoft Word, Excel, WordPerfect, Analyze and research plant drawings; microfilm; reproduce and document files; Assist Engineers, CAD Operators, Plant Directors and Supervisors with various duties.; receive and direct call utilizing multi-line phone system. Record necessary data on files. Assist and perform other clerical duties for other departments: Accounting, Customer Service, Human Resources, etc.

Timeline

Bookkeeper

Murry E. Taylor, PC
11.2023 - Current

Grant Developer

Houston ISD
02.2021 - 08.2023

Clerk III

Houston ISD
01.2017 - 02.2021

General Clerk II

Houston ISD
10.1999 - 01.2017

General Clerk I

Houston ISD
08.1997 - 09.1999

Teacher Assistant

Montessori-The Cottage School
06.1994 - 09.1996

Clerk

Bayer Chemical
08.1990 - 01.1992

BS - Business Administration

University of Phoenix

AA/BF -

University of Phoenix
Lourez Williams-Clemons