Financial Management

Statement of Beliefs:

Financial supervision requires accuracy, patience and attention to detail. Individuals need to be consistent and accurate with numbers and patient enough to triple check their work. In working with payroll, one needs to understand and respect employee relations and the legal ramifications of errors and delays regarding compensation.

Financial management for educational organizations often includes grants management as a piece of the puzzle. Acquisition and management of grant funding can bring opportunities to support educational programs, new initiatives, equipment purchases and more, giving educators the support that would otherwise not be possible.

Summary of Experience:

• Financial management of 9 unrestricted operational accounts totaling approximately $3.1 million (2005-2009)
• Financial management of 17 restricted accounts for scholarships, international tours, financial aid and special projects including endowment funds totaling approximately $250,000 (2005-2006)
• Grant-writing, management and reporting of approximately $400,000 per year (2005-2006)
• Grant management evaluative reports for regional and national organizations including itemized expenditures, programmatic descriptions, qualifying factors for receiving financial aid toward student tuition, as well as data describing student achievement (2005-2006)
• Direct supervision of the Budget Administrator (2001-2010)
• Primary approval signature of all expense-related forms and paperwork (2002-2010)
• Budgetary forecasting, projections, corrections (2004-2009)
• Supervision and management of all programs and related expenses (2001-2011)