Patricia Young

• Plans, organizes, and directs departmental activities including the development of short and long-range objectives and goals for the effective and efficient budget and related business operations of the District.
• Develops and manages annual budget planning and preparation, staffing calendar and all budget amendments.
• Oversees inventories of employee positions/position control.
• Ensures that controls and reporting systems are in place to safeguard the District’s assets for the budget, debt and position control operations of the District.
• Provides financial forecasting and economic analyses, including the preparation and periodic update of revenue projections.
• Performs budget to actual expenditure analyses; provides recommendations to the Chief Financial Officer.
• Provides the Chief Financial Officer with periodic revenue and expenditure projections to determine alternative financial courses of action, if necessary.
• Manages all aspects of the maintenance and operations and interest and sinking tax rates, which includes working with District Bond Counsel and Financial Advisers.
• Performs needs assessments to drive continuous improvement of the District’s budget, debt and position control operations, as required.
• Interprets state and federal regulatory requirements and informs the Chief Financial Officer of changes or areas of possible non-compliance.
• Interacts with the business community, vendors, and District staff to facilitate information exchange and improve customer service relations with all stakeholders.
• Assist the Chief Financial Officer with Tarrant County Appraisal District and Tarrant County Tax Office to monitor property tax operations and any impacts on assessed valuations; prepares necessary reports for calculating and publishing the effective and rollback tax rates and works with delinquent tax attorneys.
• The District is a public school system offering full-day pre-kindergarten through grade twelve educational opportunities for all students that reside within its geographic boundaries.

Budget Manager (7/12-7/22)

• Coordinate, manage and monitor budget operations for the district
• Assist Senior Officer with preparation of annual $1 billion expense budget for the general fund, food service fund and debt service fund
• Assist Senior Officer with development of revenue projections for budget planning and monitor and revise revenue projections as needed
• Monitor expenditures for administrative departments and school campuses on a monthly basis, create and analyze budget to actual expenditure reports
• Reviews and approves budget transfer requests to ensure compliance with board policies and grant regulations
• Review program intent codes expenditures and state fund allocations to ensure proper utilization of funds

Budget Analyst (4/08-7/12)

• Assist in budget control and planning for all funds as necessary during the budget process; participates in the preparation of annual budgets
• Reviews budget request documents for accuracy, completeness, and conformance to guidelines
• Interfaces with district personnel to assist in disseminating budget information and resolves budget issues/discrepancies
• Processes, approves, transfers and posts fiscal data for assigned budget program
• Analyzes and verifies budget compliance; reviews, researches, and creates budget line accounts; runs budget reports for campus and district stakeholders
• Maintain the district’s financial activity for compliance to report Public Education Information Management System (PEIMS) data to Texas Education Agency (TEA)
• Conducts training workshops for budget owners for the purpose of providing direction and support
• Supervise Budget Analysts and Data Analytics Specialist

• Responsible for development and maintenance of a $34 million expense budget for Marketing/Internet including preparation of financial reports to evaluate expense trends to support the planning and decision-making process
• Organize, manage and execute monthly, quarterly and annual budget updates and variance analysis between actual vs. plan and actual vs. forecast
• Manage month end close process by working with accounting and marketing budget managers, including managing accruals and pre-paid expenses
• Maintain budget templates and ensure budget accuracy with the vice president and senior manager of Marketing/Internet
• Provide advice and recommendations on all aspects of assigned budget areas to managers
• A specialty retailer that designs, sources and markets a unique line of home accessories, wall decor and furniture through 400 retail outlets and the Internet. Bombay filed bankruptcy in September 2007.

Planning Analyst (3/00–2/06)

• Analyze and project expenses for over 400 stores of a major retail company for preparation of annual and quarterly forecasts
• Update monthly profit and loss related spreadsheets with actual and maintain detailed reconciliation for all changes by account and/or cost center and generate monthly payroll reports for store operations
• Maintain budget templates and ensure budget accuracy with the department manager and company cost center managers
• Assist in preparation of audit and finance presentations and conference call notes

Accounting Supervisor (4/99-3/00)

• Supervised the functions of fixed assets staff
• Reviewed monthly depreciation variances for cost centers, reconciled fixed assets system to the general ledger account and all accounts related to fixed assets
• Assisted in monthly accounting close functions and preparation of the monthly and year-end financial statements
• Reviewed monthly expenses for discrepancies and preparation of financial comments

Senior Staff Accountant (8/98-4/99)

• Reconciled corporate bank accounts, inter-company accounts and other various general ledger accounts
• Prepared all telephone and utility accruals and Canadian foreign currency translation
• Assisted in month-end close and managed the international accounting consolidation of financial statements for the company’s foreign operations
• Prepared and distributed monthly Executive Report to the Board of Directors and the executive team

• Assisted in preparation of monthly financial statements, including analysis and explanation of significant variances
• Performed monthly bank reconciliations, journal entries, accruals and reconciled balance sheet accounts
• Assisted with the property tax accrual and payment, coordination of insurance coverage, evaluated and input fixed assets invoices in Fixed Assets System (FAS)

• Conducted audits of the daily financial activities and sales of a major restaurant chain
• Performed monthly general ledger and inventory entry analysis, journal entries, bank reconciliations and balance sheet research
• Analyzed food cost rankings, allocations, budgets, weekly sales reports and monthly sales forecast for Regional Director
• Performed month-end close and reported results to individual Managers/Area Directors. Reconciled variances to produce timely and accurate profit and loss statements

Restaurant Accountant (9/93-2/96)

• Collected, analyzed and interpreted accounting and statistical data sent in by restaurants
• Performed monthly general ledger and inventory entry analysis, journal entries, bank reconciliation’s and balance sheet research
• Performed month-end close and reported results to individual Managers/Area Directors and reconciled differences to produce timely and accurate profit and loss statement

Accounts Payable Associate (11/92-9/93)

• Performed all aspects of Accounts Payable for a major restaurant chain
• Coded, input and evaluated invoice data received for numerous stores
• Analyzed vendor statements weekly, pinpointing errors on vendor invoices
• Communicated concerns and issues with unit managers, restaurant accountants and restaurant suppliers