Summary
Overview
Work History
Education
Skills
references
Timeline
Generic

Omar Ortiz

1616 Jersey Street, Sunnyside

Summary

Dedicated financial professional seeking the Executive Director of Finance and Operations position. Eager to apply expertise in financial management and committed to providing sound fiscal guidance and direction to ensure the long-term fiscal health of Sunnyside School District.

Overview

14
14
years of professional experience

Work History

Grants Coordinator

Sunnyside School District
05.2017 - Current
  • Processed and submitted grant applications by due dates; assisted Directors and Principals with budgets and additional information; monitored the status of applications; assigned individual account codes for expenditures and revenue for tracking purposes.
  • Process and monitor grants monthly; post purchase orders to be encumbered against grant budgets; check for sufficient funds and validity of request; run expenditure and transaction reports for each grant; post entries to individual budgets; submit journal vouchers for corrections; balance accounts; calculate projections; post revenues from apportionment or local receipts; process claims for reimbursement; process revisions to budgets as needed, and prepare and distribute summary reports to cabinet-level and building-level administrators, and program directors.
  • Coordinated collection of data for time and effort reporting required for federal grants ensuring that federal guidelines for documenting this requirement are met.
  • Assisted in building fiscal budget for the district by researching and estimating the next budget year’s grant revenues.
  • Assisted in creating Schedule of Expenditures of Federal Awards (SEFA) report annually; gathered all data and Catalog of Federal Domestic Assistance (CFDA) numbers for grants and Federal funded programs in the district.
  • Monitored funded projects closely, working with program staff to make timely adjustments as needed for successful implementation.
  • Evaluated project outcomes against established performance metrics, providing valuable feedback for future efforts.
  • Maintained comprehensive records of all submitted applications, awarded grants, correspondence with funders, and related documents for easy reference during audits or other reviews.
  • Prepared detailed financial reports on grant expenditures according to funder specifications, ensuring full transparency in the allocation of funds received.
  • Progressively increased total grant allocation from
  • Contributed to a positive organizational culture by participating actively in staff meetings, trainings, retreats, and other team-building activities.
  • Served as a knowledgeable resource for colleagues on grant-related issues, providing guidance and support when needed.
  • Continuously improved professional skills through participation in workshops, webinars, conferences, and other relevant learning opportunities, staying up-to-date on industry trends and best practices.
  • Established and maintained electronic files for grant-funded projects for tracking and reporting.
  • Worked with directors and grant program staff to implement established grant compliance policies and procedures.
  • Currently provides tracking, oversight, and projecting to nearly 36 million in grant funds.

Assistant Director of Financial Aid

Heritage University
10.2011 - 12.2015
  • Managed the coordination of all Federal, State, and Institutional funding to ensure compliance with Federal and State laws, regulations, and university policies
  • Continued to process: Federal Pell Grant, Federal TEACH Grant, Federal Equal Opportunity Grant, Washington State Need Grant, and College Bound Scholarship awards
  • Continued to manage a 700 student caseload
  • Oversaw the assessment of Satisfactory Academic Progress (SAP) at the end of every term
  • Processed SAP and income-related Professional Judgments
  • Submited Interim and year-end reporting to the Washington Student Achievement Council
  • Served as point person for all Financial Aid Data requests and reporting needs
  • Upheld proper documentation of all awards for auditors, program reviewers, and accreditation teams
  • Assisted in the development and implementation of financial aid packaging policy and procedures
  • Actively participated in the Admission and Financial Aid Leadership team to provide strategic direction for the institution
  • Maintained excellent rapport with Business Office staff and departments across campus
  • Regularly attended and and maintained up-to-date knowledge of regional and national financial aid associations
  • Developed and conducedt financial aid presentations and workshops for faculty, staff, students, and external audiences
  • Served as direct contact for Financial Aid management system troubleshooting.

Financial Aid Program Coordinator

Heritage University
08.2009 - 10.2011
  • Annually Processed: Federal Pell Grant in the amount of $3.3 million, Federal TEACH Grant in the amount of $350,000, Federal Equal Opportunity Grant in the amount of $75,000, Washington State Need Grant in the amount of $3.4 million, College Bound Scholarship in the amount of $600,000
  • Managed a 700 student caseload which included verification and packaging
  • Counseled and provided guidance to students and families on all issues related to: institutional financial aid, Federal Title IV funds, and state grant programs
  • Provided presentations and workshops as part of recruitment and community outreach efforts
  • Collaborated with Business Office, Office of Admissions, and Registrar's Office
  • Audited financial aid files, reviewed reports for accuracy, and responded to financial aid inquiries
  • Recorded and documented all award decisions in Financial Aid management system.

Education

Masters of Education- Organizational Leadership -

Heritage University
Toppenish, WA
12.2015

Bachelors of Arts- Operations and Management -

Washington State University
Pullman, WA
05.2009

Skills

  • Proposal Development
  • Budget Development
  • Partnership Building
  • Grant Compliance
  • Computer Literacy
  • Leadership Abilities
  • Problem Solving
  • Program Evaluation
  • Conflict Resolution
  • Interpersonal Skills
  • Project Management
  • Performance Measurement
  • Strategic Planning
  • Attention to Detail

references

Heidi Hellner-Gomez, Former Assistant Superintendent 

Sunnyside School District

509.830.0482 | heidi.hellner@sunnysidschools.org


Sandra Ortiz, Executive Director of Instructional Leadership: Secondary

Sunnyside School District

509.840.0502 | sandra.ortiz@sunnysideschools.org

Timeline

Grants Coordinator

Sunnyside School District
05.2017 - Current

Assistant Director of Financial Aid

Heritage University
10.2011 - 12.2015

Financial Aid Program Coordinator

Heritage University
08.2009 - 10.2011

Masters of Education- Organizational Leadership -

Heritage University

Bachelors of Arts- Operations and Management -

Washington State University

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Omar Ortiz