Brian Terrell, Mba Email & Phone Number

Milwaukee, Wi, Us

Milwaukee, Wisconsin, United States

Providing accurate financial information to the Greater Milwaukee Urban League, and with a deep knowledge of accounting, the Controller is a key member of the administration function. Direct the accounting department’s daily operations, maintaining internal controls, processes, and workflows.Manage the accumulation and consolidation of all financial data necessary for accurate and timely accounting by ensuring accuracy in the general ledger and of accounts payable, payroll, cash… Show more Providing accurate financial information to the Greater Milwaukee Urban League, and with a deep knowledge of accounting, the Controller is a key member of the administration function. Direct the accounting department’s daily operations, maintaining internal controls, processes, and workflows.Manage the accumulation and consolidation of all financial data necessary for accurate and timely accounting by ensuring accuracy in the general ledger and of accounts payable, payroll, cash receipts, accounts receivable, banking, physical inventory, trust accounting, insurance, and leave tracking.Complete reconciliation of all balance sheet accounts in a timely manner.Complete grant reports in a timely manner including preparation of individual funding source financial statements.Oversee the preparation and monitoring of grant budgets.Ensure maintenance of compliance with applicable federal and state laws, grant regulations and policies.Coordinate the preparation of the 990 with the outside accounting firm.Coordinate and prepare internal and external financial statements each month.Organize budget process and maintain the budget in QuickBooks.Prepare and oversee the preparation of annual audit work papers and serve as contact for the independent auditors’ field work.Hire, train, supervise, and direct a part-time accountant who handles A/P and payroll. Show less

Milwaukee, Wisconsin, United States

Responsible and accountable for achieving the financial commitments of Milwaukee College Prep (MCP). Advise the CEO, the President and Board of Directors on the financial and business matters of MCP. Prepare and administer MCP’s budget, guides the development of financing methods, directs and supervises numerous non-academic functions including, but not limited to, Finance, Human Resources, Government Funding, and Contract Management. Work as a senior leader on the MCP… Show more Responsible and accountable for achieving the financial commitments of Milwaukee College Prep (MCP). Advise the CEO, the President and Board of Directors on the financial and business matters of MCP. Prepare and administer MCP’s budget, guides the development of financing methods, directs and supervises numerous non-academic functions including, but not limited to, Finance, Human Resources, Government Funding, and Contract Management. Work as a senior leader on the MCP Executive Leadership team and develops and maintains effective working relationships with MCP staff and key stakeholders critical to the success of the organization. Show less

Changing the lives of young men through the application of life skills using basketball as a vehicle.

Milwaukee, Wisconsin, United States

• Analyzes budget data, prepares and revises cost projections and budget and expense projections for multiple programs and funds; analyzes and monitors line item expenses; provides supervisor with historical information; makes budget recommendations; initiates, transmits, and posts budget and expense transfers. • Analyzes referendum funds, prepares, and revises cost projections and budget and expense projections; analyzes and monitors line item expenses; provides supervisor with historical… Show more • Analyzes budget data, prepares and revises cost projections and budget and expense projections for multiple programs and funds; analyzes and monitors line item expenses; provides supervisor with historical information; makes budget recommendations; initiates, transmits, and posts budget and expense transfers. • Analyzes referendum funds, prepares, and revises cost projections and budget and expense projections; analyzes and monitors line item expenses; provides supervisor with historical information; makes budget recommendations; initiates, transmits, and posts budget and expense transfers. • Supports budget development, tentative and adopted budgets and budget revisions; prepares financial reports for various stakeholders. Serves as lead on school budget allocation development, analysis, review, and revisions. Maintains all related schedules, work papers and assumptions.• Provides direction and coordination over staff activities involving the department, analysis, and written presentation of the official proposed and amended adopted budget documents in line with financial standards. This includes the overview, narratives, tables, exhibits, schedules, glossaries, assumptions, revenue statements, expenditure and staffing summaries and multiple year forecasts.• Prepares and maintains an updated five-year budget projection with related schedules, work papers and assumptions. Stays current on all approved Board actions that affect the financial operations of the district and update five-year budget projections accordingly. Seeks improvements to formats, processes and procedures used in multiyear forecasts. Show less

Whitefish Bay, Wi

I spent 5 seasons as the head junior-varsity basketball coach at Dominican High School. My duties include organizing and leading practices and game situations. I also assist the varsity basketball team with in-game stats and scouting of future opponents.

Milwaukee, Wisconsin, United States

• Directs the overall financial operations of Woodlands School, Inc.• Prepares quarterly and annual financial statements.• Maintains AR and AP journals.• Coordinates annual audit, annual budget and financial reporting• Works in compliance with DPI requirements

Greater Milwaukee Area

• Supervise three Budget Analysts and oversee analysis of schools in the district; assist in the proper planning and monitoring of school budgets• Provide budget analysis and support for Office of Academics’ Chief, department directors and support staff. Support office, with an understanding of various office programs and initiatives, in maximizing resources and ensuring funds are spent appropriately• Analyze school and department staff to ensure schools and departments are staffed in… Show more • Supervise three Budget Analysts and oversee analysis of schools in the district; assist in the proper planning and monitoring of school budgets• Provide budget analysis and support for Office of Academics’ Chief, department directors and support staff. Support office, with an understanding of various office programs and initiatives, in maximizing resources and ensuring funds are spent appropriately• Analyze school and department staff to ensure schools and departments are staffed in accordance with what positions are budgeted• Along with department, produce annual budget documents including the Superintendent’s Proposed Budget and Amended Adopted budget• Support Superintendent’s strategic plan by acting as a line of effort lead to oversee four strategic planning projects• Other department research, analysis and projects as assigned Show less

• Provide budget analysis and support for schools of East Region in planning and monitoring of school budgets to ensure schools are complying with all district and Wisconsin Department of Instruction requirements.• Work with principals to understand their school needs in order to help them plan their budget appropriately. Assist school principals in planning their budgets for the year ahead and adjust their budgets at Third Friday based on funding changes due to actual… Show more • Provide budget analysis and support for schools of East Region in planning and monitoring of school budgets to ensure schools are complying with all district and Wisconsin Department of Instruction requirements.• Work with principals to understand their school needs in order to help them plan their budget appropriately. Assist school principals in planning their budgets for the year ahead and adjust their budgets at Third Friday based on funding changes due to actual enrollment.• Analyze school staff in order to ensure school is staffed in accordance with what positions are budgeted. Show less

I am in charge of reviewing and processing any budget changes for all of the federal funds in the district. My main work is with our Title Funding which ranges from $75 to $90million. I also work with our entire categorical (grant) funding sources (State, Local, Private) and monitor those spending levels.I also assist the schools in planning and monitoring of school budgets and expenditures to ensure schools are complying with all District, DPI and Federal requirements.

Milwaukee, Wi

I have been a sprints, relays and jumps coach for two different high schools. (Bradley Tech and Rufus King).

Mequon, Wi

I am in my first season as the head junior-varsity basketball coach at Homestead High School. My duties include organizing and leading practices and game situations. I also assist the varsity basketball team with in-game stats.

Milwaukee, Wi

• Staff auditor of financial statements for both public and private companies. • Worked on Financial Statement Audit of $Billion dollar corporation Kohl’s Department Stores.• Worked on Financial Statement Audit of Direxion Mutual Funds (28 funds in total).• Worked on Financial Statement Audit of $Million dollar corporation of Voith Paper.

Master Of Business Administration (M.B.A.), Finance, General

Bachelor Of Arts (B.A.), Accounting

Activities and Societies: Kentucky State Track & Field