Tracy Smith-Jackson
Director Of Finance & Operations
Chicago,IL
Summary
Versatile and accomplished Finance and Operations Director with over ten years of senior-level experience leading finance and operations in education. Proven strengths in aligning finance strategies with overall business objectives and facilities and business operations.
Overview
13
13
years of professional experience
Work History
Director of Finance and Operations
Legacy Cahrter School
Chicago, IL
07.2015 - Current
- Established and enforced controls on revenue and expenses to protect company assets.
- Managed day-to-day school operations within 10 person finance and operations department for Legacy Charter School.
- Managed Human resources
- Set clear departmental objectives and developed effective strategies to manage day to day operations of facilities and school financial objectives
- Used QuickBooks to prepare monthly reconciliation of bank accounts and take corrective actions on deviations.
- Monitored budget, revenue and variance trends
- Assisted with recruiting, interviewing and hiring new department employees.
- Produced reports outlining financial data to assist school Principal with making strategic plans and operational decisions.
- Introduced various innovative technology and process improvement initiatives, to streamline processes through school
Business Manager
Chicago Tech Academy Highschool
Chicago , IL
08.2014 - 08.2015
- Accounting and Financial Management
- Prepare school’s annual budget
- Responsible for ensuring that school is in 100% compliance with all requirements set forth by CPS, Board of Directors and any state or federal requirements
- Prepare school for “unqualified” annual audit
- Responsible for timely processing of all accounts payable and accounts receivable request
- Responsible for monthly preparation of financial reports for Board of Directors and School Leadership Team
- Responsible for monthly, quarterly and annual preparation of all CPS Financial Reports including but not limited to Expenditure Tracking Ledger, Statement of Financial Activities and Position and Budget
- Responsible for keeping organized and up to date vendor files
- Responsible for all school Human Resource functions.
- Created, managed and executed business plan and communicated schools vision and objectives to motivate teams
Operations Manager
The University of Chicago Charter School, Donoghue Campus
Chicago, IL
09.2006 - 03.2012
- Developed, Implemented and enforced accounting and operations policies and procedures for Pre-k-5 charter school
- Set work-flow standards and priorities for office staff
- Worked in connection with U of C Urban Education Institute back office structure to provide support services
- Provided administrative and advisory support to Campus Director
- Provided budget and financial reporting and forecasting
- Managed school-based human resources functions including verification of time and attendance, payroll, hiring, and staff and faculty human resource records management and benefits
- Provided staff training regarding CPS/ U of C policies & procedures and set-up outside staff professional development
- Managed multiple yearly audits
- Managed procurement of goods and services
- Establish service contract standards and monitoring compliance of vendors with contract provisions
- Managed cash receipts
- Managed and maintain school’s fixed asset inventory
- Managed and supervised day-to-day activities of office personnel and facilities personnel including, engineering, custodial, security, and food service
- Facilities Management
- Financial Analysis
Education
Bachelor of Arts - Psychology
The University of Illinois
Champaign, ILSkills
Technology-savvy
undefinedTimeline
Director of Finance and Operations
Legacy Cahrter School
07.2015 - Current
Business Manager
Chicago Tech Academy Highschool
08.2014 - 08.2015
Operations Manager
The University of Chicago Charter School, Donoghue Campus
09.2006 - 03.2012
Bachelor of Arts - Psychology
The University of Illinois
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