Logan Martin Email and Phone Number

Under the supervision of the Superintendent, manage and direct all Business Office functions, including Accounting, Budget, Payroll, Benefits, Food Service, and Purchasing. Prepare and administer the district's budget under the direction of the Superintendent. Serve on district's negotiations team and provide the Superintendent with negotiations-related assistance. Plan, direct, and coordinate financial data and analysis of revenues, appropriations, and expenditures for annual budgets, financial reports, federal/state programs, and expenditure reports. Ensure timely submittals of financial and statistical reports. Serve as a resource for school site staff as it relates to accounting and purchasing procedures. Select, train, and evaluate all employees under direct supervision. Provide the Superintendent and Board of Trustees with financial analyses and reports as required or needed. Meet all statutory deadlines as required.

Under supervision of the Superintendent, responsible for the operation of all fiscal activities of the District's Business Office including the development, maintenance, and supervision of the District's budgets, accounting, attendance, and payroll functions, procedures, and controls. Responsible for the design, improvement, and implementation of the District's accounting system and controls. Assure all accounting procedures are performed in an effective and accurate manner, according to the laws of the state and the requirements of the County Office of Education. Serve as a resource for District's school site accounting functions. Select, train, and evaluate all employees under direct supervision. Provide the Superintendent and Board of Trustees with updated financial analysis of proposed and existing District programs and/or services in all phases of District operations. Meet all statutory deadlines as required.

Provide direction and supervision over the development and monitoring of the District’s budget, accounting, payroll, worker’s compensation, and payroll functions. Assume responsibility for the administration of the total insurance program, including the processing of claims. Assume responsibility for policies, procedures, and programs pertaining to the responsibilities of the fiscal and food services. Provide direction and supervision for the District’s attendance accounting functions. Establish and implement policies and procedures related to business office operations; assist in evaluating existing procedures for efficiency and recommend changes to existing operations to increase effectiveness. Attend all board meetings and prepare all necessary reports for the Board. Supervise and assume responsibility for the District's revolving cash fund. Establish controls for the receipt and disbursement of funds. Authorize and approve fiscal transactions and budget expenditures. Responsible for advertising bids and specifications in connection with the purchase or sale of goods or properties. Work with District school principals and other supervisors in the development of individual budgets control of expenditures, and inter-related money procedures with schools, P.T.A.’s and school clubs, or other organizations involved in financial activities with the school district. Train, supervise, and evaluate departmental personnel in all facets of District accounting and financial operations. Prepare State and Federal reimbursement applications. Represent the District, at the Superintendent’s discretion, at local, State and national meetings and conferences relating directly to the District’s financial needs. Performed other related duties as assigned by Superintendent.

Under the general supervision of the Superintendent and as a member of the District Management Team, manage and supervise all fiscal operations. Organize, direct, and administer the fiscal programs and activities of the District relating to facilities, maintenance and operations, food services, purchasing, attendance and student demographics, insurance and risk management, technology, and transportation. Coordinate financial record-keeping requirements among all the divisions and departments of the District. Recommend the employment of Business Office personnel. Evaluate Business Office personnel. Plan, develop and implement all aspects of budget preparation and long term fiscal planning. Arrange for annual independent audit. Serve as member of District Negotiation Team. Perform related duties as required.

Under the direction of the Chief Business Officer, assist in planning, organizing, and reporting the accounting, budgeting, and purchasing functions of the District. Plan, organize, and supervise the budgeting and purchasing functions of the District’s Business Services division. Establish proper fiscal and internal controls and procedures including updating the Business Services purchasing procedures manual. Prepare, review, present, and timely submit accurate Federal, State, and County categorical reports/claims. Perform fiscal analyses for administrative and policy review. Direct the preparation of the District’s annual budget. Responsible for the development of fiscal policies, regulations, and operational guidelines. Review all District contracts and consultant service agreements for completeness and accuracy. Prepare and submit District’s required interim reporting to the county and the state. Assist in the analysis of legislation to determine the effect on the District’s financial and/or business affairs. Represent the Business Services division in department, cabinet, and/or Board meetings. Make presentations to the Board, community, Superintendent’s Cabinet, and other groups as required.

Responsible for directing all of the process documentation and administrative functions pertaining to the financial leg of Navigator Schools in accordance with industry standards, regulatory agencies, and Navigator Schools' objectives and policies. Participate in the development of Navigator’s plans and programs as a tactical partner in evaluating and advising on the impact of long-range planning and regulatory action in the areas of process documentation, budgeting, procurement, and spending. Enhance and/or develop, implement and enforce policies and procedures of the Navigator Schools by way of systems and in compliance with GAAP. Create a corporate policy and procedure manual for the Accounting Department using a consistent format with all other departments. Perform and standardize all accounting procedures, including but, not limited to all A/P and A/R functions. Actively participate and advise on all contract negotiations from a financial perspective. Oversee the selection and implementation of a complete in-house financial management system for Navigator Schools. Responsible for the development and oversight of all Navigator Schools budgets (CMO as well as individual schools). Manage CMO’s and charter schools’ banking services. Review/approve all staff requests for reimbursement. Comply with all federal, state, and local district requirements for report submission.

Responsible for supervision and management of Fiscal Services functions and staff including accounting, payroll, purchasing, receiving, fixed asset inventory, and certain aspects of employee benefits. Establish procedures for consistent performance in meeting financial reporting and compliance requirements. Direct and supervise ongoing daily financial activities. Direct system-wide accounting and purchasing functions to ensure compliance with state and local laws. Assist/monitor accounting requirements and financial transactions of school bookkeepers. Act as Administrator for district’s computer-based financial management system. Administer 403(b) employee benefits. Manage district banking services. Oversee financial aspects of all grants administration. Assist with administration and preparation of annual Business Office budget. Oversee Food Services financial transactions. Prepare monthly financial statements for Board. Review/approve all requests for reimbursement from district staff. Complete state/federal financial reports and budget reports. Perform other related duties as assigned.

Served as school’s chief financial and operational official. Responsible for school’s business, financial, budgetary, and reporting functions. Responsible for school’s facility administration. Responsible for school’s human resources and payroll functions. Advised the Head Learner on all financial matters. Managed and executed payroll. Worked with the Head Learner to develop school’s annual budget. Oversaw and managed school’s Food Services program. Operated school’s web-based fund accounting program. Responsible for all reporting to New Mexico Public Education Department (PED). Prepared and/or approved all Budget Adjustment Requests (BARs) for submission to the school’s Governing Council and PED. Prepared Requests for Reimbursement (RFRs) for submission to PED. Ensured compliance with PED’s Uniform Chart of Accounts (UCoA).

Reported to Head of School. Responsible for all financial operations and departments, including Budget ($1.3 million for 2010-2011), Payroll, Accounts Payable, Purchasing, Capital Requests, Facilities, Cash and Fixed Asset Management, and Long Range Planning. Handled compliance issues and reporting to New Mexico Public Education Department (PED). Prepared and/or approved all Budget Adjustment Requests (BARs) for submission to the school’s Governing Board and PED. Prepared Requests for Reimbursement (RFRs) for submission to PED. Ensured compliance with PED’s Uniform Chart of Accounts (UCoA). Oversaw construction projects, as needed. Served on school’s Leadership Team. Worked collaboratively with auditors, financial advisors, and the Treasurer of the Board of Governors. Managed the financial affairs of the affiliated non-profit entity, School for the Arts – NM.

Responsible for development of district’s annual Operating Budget (approximately $210 million for 2009-2010; approximately $244 million for 2010-2011). Planned and convened budget hearings with departments and school sites. Aggregated site and department data. Provided technical support as a member of Superintendent’s Budget Advisory Committee. Complied with all Public Education Department (PED) reporting requirements for budget submission. Ensured initial budgets were entered accurately in district’s financial management system. Reviewed and approved all Budget Adjustment Requests (BARs) for submission to the Board of Education and PED. Ensured compliance with PED’s Uniform Chart of Accounts (UCoA). Reviewed and approved Requests for Reimbursement (RFRs) for submission to PED. Worked with all staff to maintain budget in financial management system. Coordinated with Comptroller and Accountants on PED financial reporting requirements. Managed and provided technical support to Accountants. Reviewed Adjusting Journal Entries generated by Accountants and Comptroller. Attended district administrator meetings and other meetings as requested. Provided advisory and technical support to Superintendent, Executive Team, Principals, Directors, school site staff and administrative staff. Interacted with PED personnel, vendors, contractors, and community. Performed other related duties as assigned.

Managed the school’s financial and budget operations. Developed, in conjunction with the school’s Director, the school’s annual operating budget to be submitted for approval to the New Mexico Public Education Department (PED). Met with and provided requested documentation to Albuquerque Public Schools (APS) and PED. Prepared and presented Budget Adjustment Requests to the school’s Governing Council and PED for approval. Kept school administration and Governing Council up-to-date and well-informed on all financial matters through clear communication. Helped in the development and enforcement of administrative policies and procedures. Managed school’s payroll operations, all campus fundraising activities, and all cash transactions. Used signature authority on school’s bank accounts to ensure that all vendors were paid and all staff members were reimbursed in a timely manner.

Reviewed, analyzed, and recommended approval of school districts' Operating Budgets, Budget Adjustment Requests, and Cash Transfer Requests. Analyzed budget requests to determine reasonableness and sufficiency relative to districts' Educational Plan for Student Success (EPSS) goals. Provided accurate, complete, and conclusive budget analyses. Presented the budget analysis and discussed financial issues at the technical/formal budget review scheduled with assigned school districts. Reviewed, analyzed, and recommended approval of membership and Training & Experience (T&E) data. Analyzed membership data for compliance with state law by prescribed deadlines. Verified T&E reports against salary schedules by prescribed deadlines. Monitored the timely submission of all reports required of school districts and resolve discrepancies prior to statutory deadlines or subsequent reporting periods. Followed up with districts to ensure timely receipt of reports. Reviewed periodic financial reports and informed districts of discrepancies and follow up to ensure proper resolution. Provided technical assistance utilizing statutes, regulations, policies, and procedures to ensure the accurate preparation of reports and kept supervisor informed of critical issues resulting from review of all reports. Completed special assignments/projects accurately by the prescribed deadline (e.g., bonding capacity analyses, reorganization requests, bill analyses, etc.). Prepared for presentations at training sessions or workshops.

Funded payroll for assigned banks (18). Reconciled general ledger accounts for assigned banks. Set up monthly reconciliation shells to be used by entire group. Reconciled the general ledger and trustee 401(k) accounts and generated the accompanying report for distribution. Utilized PeopleSoft and the Peachtree Accounting system to balance and reconcile various accounts. Ensured accurate and complete electronic transmission of payroll taxes. Ensured payment of both federal and state taxes for assigned banks. Handled research requests and completed special projects/assignments as needed.

Responsible for bringing assigned accounts up-to-date and keeping them current. Entered and posted current invoices for assigned accounts into PeopleSoft software package. Initiated and maintained contact with vendors in attempts to rectify past-due status of accounts by requesting copies of invoices so that accounts could receive payment and be placed in “current” status. Aided in creation of reporting used for tracking purposes in attempt to locate and identify delays in the invoice payment process. Performed special projects for management as needed.

Served as primary liaison between External Comissions/Audit Support department and Operator Services help desk. Resolved complex customer service inquiries and disputes for customers with over $480 million in revenue in accordance with established Service Level Agreements. Completed account research, requested and distributed checks, and replied to requester with issue resolution. Produced scheduled reporting. Updated the MCI distribution guide. Distributed internal and external commission checks.

Supervised 19 employees processing general ledger journal entries and performing reconciliations for 38 financial institutions representing over $80 billion in assets. Responsible for processing cash items and reconciling major accounts in the RTC general ledger. Created and maintained Paradox database used to track documentation flow and generation of required journal entries. Analyzed servicer and contractor reports to ensure compliance in loan servicing. Monitored and evaluated employee performance. Provided individual coaching and development feedback. Coordinated employee training sessions.