Leo Lopez

Leo Lopez Email and Phone Number

CFO | strategic leader of financial operations | experienced in public school finance policy @ MoakCasey, LLC
Leo Lopez's Location
Austin, Texas Metropolitan Area, United States, United States
Leo Lopez's Contact Details
About Leo Lopez

Everyday, I leverage the experience and insight gained during my time at the Austin Independent School District (ISD), and at the Texas Education Agency (TEA) to guide my work at MoakCasey, LLC, which serves as an independent source of high-quality, data-driven public education information that is instrumental to school district leaders and policymakers. I strive to lead by example, grow my team members, and make a difference in whatever I do.I have 22 years of experience working in public school finance, most recently at the TEA where I led the Office of School Finance from 2016 to 2022. During that time, I was instrumental in directly supporting the Texas Commission on Public School Finance and in the development and implementation of House Bill 3 (HB 3), an historic school finance bill passed by the 86th Texas Legislature in 2019, which modernized outdated formulas, increased the state share of funding and put more money into classrooms, teacher salaries and programs.

Leo Lopez's Current Company Details
MoakCasey, LLC

Moakcasey, Llc

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CFO | strategic leader of financial operations | experienced in public school finance policy
Leo Lopez Work Experience Details
  • Moakcasey, Llc
    Chief Financial Officer
    Moakcasey, Llc Aug 2022 - Present
    Austin, Texas, Us
  • Texas Education Agency
    Associate Commissioner, Chief School Finance Officer
    Texas Education Agency Jun 2016 - Jul 2022
    Austin, Texas, Us
    As Associate Commissioner and Chief School Finance Officer for the Texas Education Agency (TEA), provided statewide leadership over the school finance system (which totaled $58.58 billion in 2021-2022) and agency personnel in the financial compliance, forecasting & fiscal analysis, and state funding divisions.Advised the TEA’s senior leadership team on school finance and fiscal matters and represented the agency in meetings, legislative hearings and school finance-related litigation. Created financial analyses of proposed school finance bills and oversaw the implementation of any changes to school finance formulas passed in the legislative session.
  • Austin Independent School District
    Executive Director Of Finance
    Austin Independent School District Jun 2012 - May 2016
    Austin, Texas, Us
    Directed the operations of the district's financial services, which included the budget office, comptroller (accounting, accounts payable and payroll), Medicaid reimbursements, risk management (including employee benefits), travel and treasury departments.Collaborated with the chief financial officer and the budget director to develop the district's $1.3 billion annual operating budget in accordance with the strategic plan. Met with legislators and their staff to provide information on proposed school finance legislation and the corresponding financial impact to the district.
  • Texas Education Agency
    Foundation School Program Operations Manager
    Texas Education Agency Jun 2006 - May 2012
    Austin, Texas, Us
    Administered the distribution of over $18.5 billion in state aid from the Foundation School Program (FSP) to school districts and charter schools, and oversaw the recapture of $1.1 billion in local maintenance and operations (M&O) tax collections through the Chapter 41 Wealth Equalization Program.Managed the flow of funding data, including property values, tax collections and student counts through the Summary of Finances (SOF) for over 1,250 local education agencies (LEAs).Produced a monthly FSP Reconciliation that was used by the TEA upper management, the Legislative Budget Board (LBB) and the Office of the Governor.
  • Texas Education Agency
    Chapter 41 Wealth Equalization Program Director
    Texas Education Agency Aug 2005 - May 2006
    Austin, Texas, Us
    Administered all aspects of the wealth equalization recapture provisions in Chapter 41, Texas Education Code (TEC).Notified districts of their Chapter 41 status, provided consultative and technical assistance to Chapter 41 districts and their partner districts, and maintained ledgers and accounting of recapture payments (which totaled $1.3 billion in 2005-2006).Processed student transfer data and related pass through funding for the Texas School for the Blind and Visually Impaired (TSBVI) and the Texas School for the Deaf (TSD).
  • Texas Education Agency
    Charter School / Sce Funding Program Specialist
    Texas Education Agency Mar 2004 - Jul 2005
    Austin, Texas, Us
    Administered the State Compensatory Education (SCE) funding program, which totaled $1.1 billion in 2004–2005.Provided technical support on issues related to charter school funding. Processed data updates, payments and settle-up recoveries for charter schools and school districts.
  • Texas Education Agency
    Auditor
    Texas Education Agency Jan 2002 - Feb 2004
    Austin, Texas, Us
    Audited student attendance records for selected LEAs according to the rules established in the Student Attendance Accounting Handbook. Calculated adjustments to state aid allocations and conveyed audit findings to LEAs and the State Funding Division. Participated in onsite charter school close-out audits and special investigations.

Leo Lopez Skills

Finance Budgets Management Public Speaking Policy Analysis Financial Analysis Staff Development Budgeting Public Policy

Leo Lopez Education Details

  • The University Of Texas At Austin
    The University Of Texas At Austin
    Finance

Frequently Asked Questions about Leo Lopez

What company does Leo Lopez work for?

Leo Lopez works for Moakcasey, Llc

What is Leo Lopez's role at the current company?

Leo Lopez's current role is CFO | strategic leader of financial operations | experienced in public school finance policy.

What is Leo Lopez's email address?

Leo Lopez's email address is le****@****e.tx.us

What is Leo Lopez's direct phone number?

Leo Lopez's direct phone number is +151247*****

What schools did Leo Lopez attend?

Leo Lopez attended The University Of Texas At Austin.

What skills is Leo Lopez known for?

Leo Lopez has skills like Finance, Budgets, Management, Public Speaking, Policy Analysis, Financial Analysis, Staff Development, Budgeting, Public Policy.

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