Desired Job Title
Federal Programs Financial SpecialistGeneral Accounting ManagerCommunity Concierge/Unit ManagerBudget AnalystAccounts Payable AnalystLocation Preference
RemoteHybridLocation: Oklahoma City, Oklahoma, US
Open to relocation: Yes
Open To Work
Terri A. Arney
Oklahoma City,Oklahoma
Work Preference
Summary
Experienced Financial Specialist with a solid foundation in public-school finance. Adept at organizing and taking initiative, driven by goals and striving for excellence in all aspects of work. Exceptional communication skills to effectively engage with the public, collaborate with colleagues, and build successful vendor relationships.
Overview
1
1
Certification
36
36
years of professional experience
Work History
Federal Programs Financial Specialist
Oklahoma City Public Schools
Oklahoma City, OK
09.2025 - Current
- Establish fund accounts for Title I resources; maintain accurate records of expenditures and balances for each year of the grant allocation.
- Manages and directs the day to day budget/financial activites of Title I Program and School Improvement.
- Review claims, expenditures and staffing monthly
- Interact between district and state department personnel related to transactions impacting Title I services.
- Assist in the development and preparation of financial accountability and evaluation processes to monitor/measure the effectiveness of the Title I Program.
- Prepare and provide assistance with purchase orders and payment vouchers for Title I expenditures from program resources.
- Assist schools in the management of their Title I allocation to preclude excess carryover.
- Monitor Time and Effort reporting for employees funded by Title I.
General Accounting Manager
Tulsa Public Schools
Tulsa, OK
03.2024 - Current
- Direct supervisor of a combination of General Accounting/Accounts Payable team.
- Maintain and control the general ledger procedures of the district which is the official record for reporting expenditures, encumbrances, and requisitions for all funds used by the district.
- Monitor, research, and resolve financial system-generated discrepancies.
- Work across teams to keep system transactions up to date and free of errors.
- Ensuring compliance with mandated reporting requirements designated by policies and state or federal laws.
- Continually reviewing and evaluating financial internal controls to ensure compliance for audits.
- Coordinate and assist leading activities of the department and with other departments on district financial software.
- Work with ERP vendor to resolve processing problems and develop functionality as needed.
- Prepare fiscal year end expense and revenue reports for submission to state department of education.
- 1099 reporting.
- Prepare/create system data reports for annual audit and open records requests.
- Special projects as assigned by the Director of Accounting.
Community Concierge/Unit Manager
St. Simeons
Tulsa, OK
11.2020 - 03.2024
- Assist residents with doors, carts, mail and package deliveries and anything for which they request assistance.
- Aid patients and visitors by obtaining wheelchairs or other services as needed.
- Manage front desk operations including assuring that all persons entering the building are authorized to do so.
- Assist in handling emergency situations such as medical emergencies, fire, and personal alarms.
- Maintain and keep track of activity logs. Reconcile money received and disbursed from the front office.
- Scan medical records and attach to resident medical charts.
- Create medical charts for new residents.
- Aid residents with life enrichment activities, bingo, movie afternoons, ice cream socials.
Budget Analyst
Tulsa Public Schools
Tulsa, OK
03.2021 - 03.2024
- Maintain budget expenditures of assigned grants, review expenditure requests, provide information on availability and allowability of funding, provide correct OCAS coding for expenditures.
- Collaborate with grant managers and district staff as it relates to funding/staff allocations, budget revisions and allowability of expenditures.
- Assimilate federal payroll stipend uploads for tutoring, professional development, and various special projects, gathering back up documentation, board agenda approvals for uploads.
- Enter and maintain budgets of assigned grants in GMS, including updating personnel records.
- Reconcile and build grant claim reports. Upload completed claims to GMS along with supporting documentation (invoices, payroll stipend reports, board agendas.
- Balance monthly expenditure reports. Prepare payroll and purchase order journal entries as needed for reconciliation to the account trial balance on all assigned projects.
- Assist with audit requests as needed both internally and externally.
- Review and approve purchase requests from school sites and other internal departments. Review requests for backup documentation, travel quotes, agendas, contracts, board agendas.
- Created and updated expenditure reports in ERP system.
Accounts Payable Analyst
Airgas
Tulsa, OK
10.2020 - 03.2021
- Processed large volumes of invoices utilizing SAP's Vendor Invoice Management (VIM) & integrated image scanning workflow through OpenText.
- Process invoices timely and accurately; resolving purchase order, contract, invoice, or payment discrepancies and documentation; ensuring credit received for outstanding memos; issuing stop-payments or purchase order amendments.
- Verify sales/use tax in accordance with Divisional guidance.
- Verify and apply ancillary charges according to guidelines.
- Address both internal and external customer-based inquiries, helping as needed regarding any discrepancies, further identifying, and recommending a resolution.
- Blocked Report, GR/IR) generated within SAP to make payment as well as reports designed and generated from Open Text System.
- Manage/track various utility payments (e.g., power) to ensure timely payment.
- Worked North Division for mass payment uploads of telephone and utility services.
- Exceeded daily guidelines of productivity successfully.
Finance/Encumbrance Clerk
ASTEC Charter School
Oklahoma City, OK
07.2019 - 10.2020
- Oversaw activities regarding the purchasing cycle, including data entry of appropriations, verification of available allocations before issuing purchase orders, creation of purchase orders with correct coding, and processing payments.
- Performed bookkeeping tasks in compliance with all school policies and procedures, as well as consistently maintaining compliance with Oklahoma Cost Accounting (OCAS) regulations.
- Maintained proper and complete record-keeping and supporting documentation, Reviewed account coding and coordinated OCAS coding.
- Submitted monthly listing of encumbrances to Board for approval.
- Attended OCAS training and maintained mandated training as prescribed by the Oklahoma State Department of Education
- Conduct training for school personnel on proper use of procurement cards, fuel cards, activity fund requests, providing documentation of expenditures.
- Assisted with providing documentation to auditors to determine the estimate of needs.
- Assisted with audit requests.
- Prepared end of fiscal year documentation and uploaded to the Oklahoma State Department of Education. corrected OCAS errors, balanced Federal projects, child nutrition, Title, and Sped Funds. Balanced Activity Fund to General Fund. Determined carryover balances, carryforward purchase orders.
- Reconciled and submitted SPED claims.
- Collaborated closely with the Superintendent to ensure all the school's disbursement and payment goals and policies were being met.
- Maintained vendor 1099's.
- Performed month end closeouts, bank, and procurement card reconciliations.
Buyer
Tulsa Technology Center
Tulsa, OK
05.2018 - 07.2019
- Purchasing from local vendors and other sources, obtain and evaluate written quotes, issue requests for quotes, evaluate new vendors and products.
- Complete all phases of the requisition process, review of requisitions for accuracy, description of products, processing purchase orders.
- Collaborating with vendors, providing extensive purchasing, and warehousing information to District staff and vendors via appointments, telephone calls and email correspondence.
- Effectively implemented a new fuel card distribution and record keeping process for the district's fleet vehicles.
- Met with vendors on special building projects.
- Prepared board agenda items, i.e., purchases over 25,000.00.
- Updated and entered vendor 1099s.
- Completed the Destination 2020 program.
Office Support Specialist
Tulsa Technology Center
Tulsa, OK
05.2018 - 07.2019
- Set up and maintained spreadsheets and databases; completing forms; logging or posting information; data entry; maintaining and monitoring budget information; handling of money or vouchers.
- Coordinated with administration regarding campus/department expenditures, budget variances, purchasing, payroll and bookstore.
- Performed duties such as: distributing mail; preparing documents for mailing; maintaining on-line calendars, scheduling, and assisting with preparations of meetings, events and/or orientations, maintaining, filing, and retrieving records; copying, assembling, and distributing materials.
- Provided back-up support in the absence of other support staff or in an overload situation. Participate in cross training efforts as required.
- Provided customer service communications which included such duties as: processing enrollments, telephone answering, responding to inquiries and information requests from both internal and external customers, taking accurate and delivering timely messages, providing follow-up for information requests, and greeting visitors.
- Entering RQ's for Activity Fund, Building Fund and General Fund.
- Meeting with vendors, acquiring quotes for services.
- Entered requests for building maintenance.
- Trained teaching staff on use of program funds, providing documentation for purchases, travel reimbursements.
- Inventory surplus/transfers, room reservations, facilities management.
Finance Secretary/Encumbrance Clerk/Activity Fund Custodian
Indian Capital Technology Center
Muskogee, OK
02.2012 - 08.2016
- Program administrator for purchasing cards, account statement reconciliations, including fuel purchasing cards.
- Coordinating travel arrangements for large groups.
- District accounts payable for Activity Fund, Building and General Fund.
- Pell, Otha Grimes and OTAG disbursements, reconciling Pell discrepancies with financial aid supervisor.
- Worked with construction management group on bid projects and payments to contractors.
- Reconciling vendor account statements
- Oversaw e-rate funding for district – uploading documentation in the e-rate portal, assisted with gathering documentation, applying e-rate credits to vendor accounts.
- Maintaining vendor contracts, issuing purchase orders, acquiring appropriate supporting documentation for purchase orders, issuing, and keeping track of district blanket purchase orders, assigning inventory numbers for each campus, reviewing requisitions for appropriate OCAS coding, and modifying, as necessary.
- Activity Fund - issuing purchase orders, acquiring appropriate documentation, accounts payable, perform monthly close-out and reconciling bank statements, issuing scholarships and financial aid.
- Prepare monthly financial reports for BOE Meetings, prepared fiscal year end reports, maintaining W-9's, e-rate documentation, and filing.
- Maintaining staff inventory lists for district, meeting with vendors, negotiating pricing, purchasing products on a large scale, i.e., furniture purchases.
- Creating purchasing policy guidelines for the district and providing teaching to district staff.
- Assisted with pulling documentation and running reports for the EON and yearly audits.
Adult Career Development Secretary
Indian Capital Technology Center
Muskogee, OK
03.2011 - 02.2012
- Performed duties such as: distributing mail; preparing documents for mailing; maintaining on-line calendars, filing, and retrieving student records; copying, assembling, and distributing materials.
- Provided customer service communications which included such duties as: processing enrollments, telephone answering, responding to inquiries and information requests from both internal and external customers, taking accurate and delivering timely messages, providing follow-up for information requests, and greeting visitors.
- Created payroll contracts for adjunct instructors, entering RQs to purchase supplies, books, for evening classes.
- Enrolling students in classes, receiving money, recording student attendance, entering student information/updating in PowerSchool.
- Invoicing third parties for classes, i.e., Cherokee Nation, State of Oklahoma.
Teacher Assistant
Boulevard Christian School
Muskogee, OK
07.2008 - 05.2011
- Classroom Management, scheduling parent teacher conferences, assisting students with classroom assignments, daily lesson plans, student testing, preparing materials for lesson plans, grading.
Teacher Assistant
Fort Gibson Christan Academy
Fort Gibson, OK
08.2005 - 05.2008
- Classroom management, scheduling parent-teacher conferences, assisted students with daily classroom assignments, grading, testing, preparing materials for lesson plans.
Owner – In-Home Daycare
06.2002 - 08.2005
- Established an in-home day care that serviced infants through elementary aged children.
- Implemented state operating guidelines for operating an in-home day care, published policies and procedures for parents.
- Developed learning centers for play time.
- Planning before and after school pick-up routes, field trips
- Planned and published monthly menu for meals and snacks provided.
- Planned daily activities.
- Conferred with parents regarding their child's care.
Assistant to Risk Management Director
Doctors Hospital
Tulsa, OK
01.1994 - 12.2000
- Managed all office activities, scheduling appointments, meetings, calendar upkeep.
- Ordered departmental supplies, which included Risk Management, Infection Control, Med-Surg, Case Workers
Office Manager
Suburban Home Health
06.1992 - 06.1994
- Purchasing supplies for the office and medical supplies for nursing personnel
- Medicare/Medicaid/private insurance billing
- Monthly bank account reconciliation, daily deposits.
- General correspondence, filing, typing policies and procedures.
- Oversaw office staff, time off requests, payroll.
- Worked closely with healthcare staff regarding scheduling patients, home visits, corresponded with physician offices regarding patient orders, scheduling patient medical appointments, verification of benefits
- Medical records, ICD-9 Coding.
Word Processor/Bookkeeper
Baird, Kurtz & Dobson, CPA's
05.1990 - 05.1992
- Word Processing – typing audits, cost reports, general correspondence.
- Back up for front desk receptionist – greeting guests, opening mail, ordering supplies for office equipment.
- Assembled audit and cost reports.
- Assisted staff accountants with pulling prior client records.
- Responsible for all filing, filed storage records, file creation.
Education
Diploma -
Oologah-Talala High School
01-1990
High School Diploma -
Connors State College
Muskogee, OKOklahoma State University
Stillwater, OK01-2016
Skills
- Month end close
- Bank reconciliation
- ERP system expertise
- Accounting software proficiency
Accomplishments
- Increased team efficiency through continuous process improvements.
- Supervised team of six staff members.
Certification
- OCSBM – Activity Funds Management
- OCSBM – Treasurers/Encumbrance Clerks
- OCSBM – Career Tech Issues
- OCSBM – Purchasing and Fixed Assets
- OCSBM – OCAS Coding
- OKASBO – School Finance Laws
- OKSDE – School Finance Workshop
- CCOSA – Finance Bootcamp
- POE – School Finance Workshop
- Kellogg & Sovereign – E-Rate Workshop
Timeline
Federal Programs Financial Specialist
Oklahoma City Public Schools
09.2025 - Current
General Accounting Manager
Tulsa Public Schools
03.2024 - Current
Budget Analyst
Tulsa Public Schools
03.2021 - 03.2024
Community Concierge/Unit Manager
St. Simeons
11.2020 - 03.2024
Accounts Payable Analyst
Airgas
10.2020 - 03.2021
Finance/Encumbrance Clerk
ASTEC Charter School
07.2019 - 10.2020
Buyer
Tulsa Technology Center
05.2018 - 07.2019
Office Support Specialist
Tulsa Technology Center
05.2018 - 07.2019
Finance Secretary/Encumbrance Clerk/Activity Fund Custodian
Indian Capital Technology Center
02.2012 - 08.2016
Adult Career Development Secretary
Indian Capital Technology Center
03.2011 - 02.2012
Teacher Assistant
Boulevard Christian School
07.2008 - 05.2011
Teacher Assistant
Fort Gibson Christan Academy
08.2005 - 05.2008
Owner – In-Home Daycare
06.2002 - 08.2005
Assistant to Risk Management Director
Doctors Hospital
01.1994 - 12.2000
Office Manager
Suburban Home Health
06.1992 - 06.1994
Word Processor/Bookkeeper
Baird, Kurtz & Dobson, CPA's
05.1990 - 05.1992
Diploma -
Oologah-Talala High School
High School Diploma -
Connors State College
Oklahoma State University