Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Timeline
Generic

Marlene Ortiz

Bakersfield,CA

Summary

Business and operations professional with over 9 years of experience in fiscal oversight and budget development for school districts and LEAs. Proficient in financial analysis and AB1200 compliance, with a track record of guiding teams and advising administrators to enhance educational operations. Expertise in governmental accounting and reporting, implementing fiscal policies to optimize school management and financial efficiency.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Chief Business Officer

Lamont Elementary School District
Bakersfield, CA
08.2022 - Current
  • Manage all areas of the Division of Business Services, including transportation, nutrition, facilities, and support operations.
  • Oversee and execute contracts for the District, handling legal and business affairs.
  • Prepare detailed budgeting reports and salary projections to support union negotiations through the district.
  • Actively participate in the Superintendent’s cabinet, contributing to strategic planning and vision development.
  • Lead financial services projects to ensure operational efficiency and compliance with regulations.
  • Supervise facility management and construction operations, ensuring proper procurement processes, and adherence to budgets.

District Fiscal Services Assistant

Kern County Superintendent of Schools
Bakersfield, CA
09.2019 - 08.2022
  • Developed and monitored local district budgets and interim reports.
  • Maintained financial control records for all governmental entitlements and grants.
  • Assisted local districts with cash flow analysis and development.
  • Ensured SELPA districts fulfilled special education maintenance of effort requirements.
  • Designed spreadsheets to analyze data and prepare reports for county and state use.
  • Prepared financial and staffing analyses to guide Superintendents on Collective Bargaining matters.
  • Reconciled fiscal allocations for Federal Nutrition Programs before year-end deadlines.
  • Proposed fiscal strategies to optimize resources aligned with instructional goals of Local Control Accountability Plan.

Fiscal Services Technician

Greenfield Union School District
Bakersfield, CA
10.2016 - 09.2019
  • Monitored and submitted financial activity reports to grant donors and sponsors.
  • Maintained reconciliations for district revolving, cafeteria, and general accounts.
  • Tracked operating leases and filed tax exemption forms with County of Kern.
  • Assisted administration in construction and facilities management operations.
  • Coordinated oversight and organization of district positions and accounting functions.
  • Monitored district contracts, ensuring accuracy of text and attachments.
  • Filed public works (PWC-100) forms with Department of Industrial Relations, including follow-up.
  • Evaluated monthly submissions of Student Body reconciliations for accuracy.

Personnel Assistant/Receptionist

Greenfield Union School District
Bakersfield, CA
09.2015 - 10.2016
  • Coordinated district absence tracking system and personnel software to enhance record-keeping accuracy.
  • Processed inter- and intra-district transfers, achieving effective class size reduction and streamlined transportation.
  • Monitored sick leave balances for all substitute employees to ensure compliance with regulations.
  • Assisted Superintendent of Personnel with hiring and clearance processes for classified employees.
  • Implemented online hiring process district-wide using Frontline Recruitment and Hiring for efficiency.

Education

School Business Management Program - School Business

UNIVERSITY OF SOUTHERN CALIFORNIA
LOS ANGELES, CA
06.2019

B.S. - Accounting

CALIFORNIA STATE UNIVERSITY-BAKERSFIELD
BAKERSFIELD, CA
05.2017

Skills

  • Budgeting and Forecasting
  • Project Coordination & Management
  • Audit Planning and Execution
  • Data Analysis and Grant Management
  • Non-profit Accounting Principles

Certification

  • CASBO Chief Business Official Certification

Accomplishments

  • CASBO Robert "Bob" Reeves Scholarship Winner (2018)
  • USC SBMCP Scholarship Winner (2019)

Timeline

Chief Business Officer

Lamont Elementary School District
08.2022 - Current

District Fiscal Services Assistant

Kern County Superintendent of Schools
09.2019 - 08.2022

Fiscal Services Technician

Greenfield Union School District
10.2016 - 09.2019

Personnel Assistant/Receptionist

Greenfield Union School District
09.2015 - 10.2016

School Business Management Program - School Business

UNIVERSITY OF SOUTHERN CALIFORNIA

B.S. - Accounting

CALIFORNIA STATE UNIVERSITY-BAKERSFIELD

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