Assistant Treasurer
CurrentAs Assistant Treasurer, I am responsible for overseeing a number of key areas. Most of my focus is drawn toward managing all aspects of the district's $180+ million budget, which includes a wide variety of funds. During my time in this role, I have taken the opportunity to assess the current practices and written procedures in an effort to evaluate and improve operational efficiency. Positive changes and greater internal controls have been made where deemed necessary. Regarding the… Show more As Assistant Treasurer, I am responsible for overseeing a number of key areas. Most of my focus is drawn toward managing all aspects of the district's $180+ million budget, which includes a wide variety of funds. During my time in this role, I have taken the opportunity to assess the current practices and written procedures in an effort to evaluate and improve operational efficiency. Positive changes and greater internal controls have been made where deemed necessary. Regarding the month-end reconciliation process, I analyze all aspects and produce the monthly financial reports for the Board of Education. During annual fiscal audits, I serve as the primary liaison and work with staff to promptly address auditor questions. In addition, I provide the treasurer with relevant and timely financial information and analysis to make informed decisions. Here are a few successes worth sharing:- Earned the Auditor of State Award with Distinction for FY21 and FY22.- Restructured the district’s accounting to delete unnecessary accounts, remove confusion, define areas of responsibility, streamline financial reporting, provide coherent and current data, and identify potential errors quicker. This was all accomplished while learning an entirely new financial accounting software.- Reconciled the district’s unreconciled financials and streamlined the month-end balancing process.- Developed an entirely new set of monthly Board financial reports that offers consistent data and transparency.- Created a new, detailed General Fund Budget Document that serves as a resource of initial budget figures for FY22.- Established a common remitter (TSACG) in payroll, which reduced payroll work, potential errors, and treasurer risk. Show less