Sonya Fulgham
Huntsville,TX
Summary
Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
10
10
years of professional experience
Work History
Chief Financial Officer
Shepherd ISD
Shepherd, TX
09.2023 - Current
- Ensure preparation and integrity of all district general accounting records and financial reports in accordance to GAAP and accepted standards for school accounting as prescribed by the Texas Education Agency
- Deliver monthly reconciliations and periodic financial reports to Board of Managers, State and Federal agencies in accordance with SEC and state level agencies
- Develop long-range and short-term objectives for district’s business operations and prepare approximately $40 million district budget
- Monitor budget variances and oversee budget adjustments
- Act as financial advisor to the Superintendent and board of Board of Managers and keep them informed of the financial condition of the district
- Maintain the district’s investment portfolio
- Supervise and coordinate the investment of all available funds to the best interest of the school district and ensure that these funds are adequately protected against loss at all times
- Ensure that all financial obligations of the school district (accounts payable, notes payable, bonded indebtedness, and payroll) are met on a timely basis
- Implement and maintain internal control procedures to ensure the safeguarding of assets and reliability of accounting data and to promote operational efficiency and ensure adherence to prescribed procedures
- Oversee the auditing program for all district funds and work cooperatively with the district’s independent and internal auditors in conducting periodic audits.
Schools Business Manager/ASCENDER Consultant
ESC, Region VI
Huntsville, TX
10.2021 - 09.2023
- Serve as Business Manager for contracting Local Education Agencies (LEA), direct and manage all functions of LEA accounting, auditing, payroll, purchasing, PEIMS budget and finance reporting, and accounts payable, and the financial accounting in accordance to GAAP
- Process and submit required District, County, State and Federal reporting
- Provide LEA technical assistance and training related to ASCENDER Business applications
- Provide LEA technical assistance related to appropriate business office procedures, and functions including governmental fund accounting, Financial Accounting System Resource Guide (FASRG), payroll processing, PEIMS budget and finance reporting as requested from school districts
- Provide technical assistance for LEA Texas Student Data Systems (TSDS) PEIMS personnel as needed for Finance records
- Coordinate and deliver effective training, staff development, and technical assistance in areas pertinent to the program or project.
Business Manager
ESC, Region VI
Huntsville, TX
10.2019 - 10.2021
- Monitor cash flow and invest excess cash in securities as allowed by Region 6 ESC Board policy
- Prepare a monthly cash flow analysis report to aid in determining cash available for investment and payment of payroll and accounts payable
- Serve as one of the Service Center's investment officers
- Supervise the Accounts Payable and Accountant functions and personnel
- Prepare the annual financial section of the ESC Performance Contract and maintain all amendments as necessary to the contract
- Assist in the preparation and administration of the ESC budgeting process
- Assist in preparing budget amendments as needed for approval by ESC Board of Directors
- Prepare periodic financial reports for submission to TEA and other fund granting agencies
- Assist in the preparation of schedules for the annual financial audit
- Prepare and input journal entries on the data processing system
- Monitor and reconcile credit card activity.
Accountant II
ESC, Region VI
10.2016 - 10.2019
- Process payroll data for approximately 125 full-time and 50 hourly employees and maintain accurate, up-to-date information in ASCENDER for employee payroll information
- Balance payroll and liability accounts
- Prepare required ESC Board reports, governmental reports, TRS, IRS, W-2’s and file according to deadlines
- Coordinate all accounts receivable finance records
- Prepare bank deposits and reconcile financial accounts
- Post payments, research discrepancies and audit accounts
- Tag, record, and maintain records for capital and fixed assets, including depreciation schedules
- Assist in the preparation and administration of the ESC budgeting process, monthly and fiscal year end closeout and reconciliation.
Accountant I
ESC, Region VI
04.2014 - 09.2016
- Prepare financial reports for directors, staff, TEA and other funding agencies
- Reconcile all ESC financial bank accounts monthly
- File monthly sales tax report with State Comptroller
- Tag, record, and maintain records for capital and fixed assets, including depreciation schedules
- Coordinate all accounts receivable finance records
- Serve as an ESC investment officer
- Serve as backup for accounts payable and accounts receivable functions
- Prepare and input journal entries in ASCENDER Finance module
- Assist in monthly and fiscal year end closeout and reconciliation.
Education
Master of Business Administration - Accounting
Texas A&M - Corpus Christi
05.2024
Bachelor of Business Administration -
Sam Houston State University
12.2012
Skills
- Fiscal Management
- Budget Development
- Business Forecasting
- Audit Coordination
- ASCENDER Business Software
- Microsoft Office: Word, Excel, PowerPoint, and Access
- Adobe Acrobat Pro
Timeline
Chief Financial Officer
Shepherd ISD
09.2023 - Current
Schools Business Manager/ASCENDER Consultant
ESC, Region VI
10.2021 - 09.2023
Business Manager
ESC, Region VI
10.2019 - 10.2021
Accountant II
ESC, Region VI
10.2016 - 10.2019
Accountant I
ESC, Region VI
04.2014 - 09.2016
Master of Business Administration - Accounting
Texas A&M - Corpus Christi
Bachelor of Business Administration -
Sam Houston State University
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