Carleen Pierce Email & Phone Number

New York, United States

Assisting schools and business entities attain operating efficiencies while improving auditing/compliance/regulatory standards

Geneva, New York, United States

Rochester, New York Metropolitan Area

Rochester, New York Area

*Oversees the development and management of the EPO's annual budget.*Oversees all financial business operations at East.*Acts as the EPO's Human Resource Liaison with the Human Resource Dept. of Rochester City School District for the recruitment, selection, and assignment of East personnel.*Acts as the Liaison with the Rochester City School District Legal Department. *Oversees the EPO's participation in the Rochester City School District's $40MM Facilities Management Project at East EPO.

Canandaigua, New York

*Oversees the preparation and development of the District's $71MM annual budget*Oversees the payroll and benefit departments which services approximately 800 employees*Oversees the administration of payroll, social security records, instructional and non-instructional staff retirement systems, retirement loan records, health insurance records, and all other records deriving from payroll deductions*Oversees the District Treasurer in maintaining the financial records of the District of all accounts and funds*Advises the Superintendent, the Audit/Finance Committee, and the Board of Education of the financial condition of the District, available financial resources, and the financial implications of immediate and long-range developments and/or plans*Oversees the District's major investment and debt service programs, preparation of all cash flow statements, preparation of all financial statements and serves as a liaison with bond accrediting agencies (e.g. Moody's), bond counsel and fiscal advisors*Acts as Purchasing Agent for the District*Serves on the District negotiation team*Serves as the District's Medicaid Compliance Officer*Serves as Administration Representative to the Audit/Finance Committee*Participates in District-wide, professional and community committees as assigned by the Superintendent*Performs related duties as required or assigned

Canandaigua, Ny

*Oversaw the recruitment, selection, assignment and evaluation of personnel in conjunction with other appropriate administrators and supervisors*Served on the District negotiation team*Implemented and administered terms of contracts*Oversaw the payroll and benefits departments *Prepared the annual budget for payroll and benefits*Participated in staff development planning and training for employee right-to-know mandated courses*Acted as the liaison with the NYS Education Department, Civil Service Officials, and other state agencies*Ensured compliance with state and federal agencies relating to fair employment practice*Served as complaince officer for District in matters related to discrimination and harassment*Service as the records officer for the District*Maintained personnel files and records

Canandaigua, Ny

*Assisted in supervising the support staff of the Business Office and the Human Resource Departments*Supervised the Extra-Classroom Treasurer and faculty advisers in each building*Reviewed all job descriptions and developed new job descriptions as required*Reviewed all contracts for implementation and administration accuracy*Gathered and prepared data to assist the collective bargaining process*Assisted in the data gathering for budget development process*Assisted in the review and improvement of internal control procedures throughout the District in accordance with the Comptroller's Five Point Plan*Assisted in the development of policies, regulations, and procedures*Interpreted and clarified policies for employees*Served as a member of the Audit/Finance Committee*Assisted with the monthly review of the District Budget*Assisted in management of cash flow and investments*Served as Chairperson of the Record Management Committee*Developed and implemented systems and procedures for storage, retrieval and disposal of District records*Explored grant opportunities and prepared grant applications*Served as a member of the Administrative Software Committee*Monitored capital project expenditures and prepared reports*Completed special projects assigned by the Assistant Superintendent for Business and the Superintendent of Schools

Canandaigua, Ny

Volunteered as time allowed to provided support to the Assistant Superintendent of Business in order to gain experience

Rochester, Ny

*Managed the project coordination of all project acquisition and process improvement initiatives for product/process design change, analysis, development, testing, and implementation of all phases of the initiative*Managed all department and budgetary related responsibilities for a team of 15 professionals; including, but not limited to, determination of staffing needs, selection and hiring, salary negotiation , annual performance evaluation, interpretation and clarification of personnel policies for all departmental employees, ensured accuracy of personnel records, corrective action coaching and monitoring, seniority ranking and evaluation for economic downsizing of operations, and assisted with management of displaced employees*Managed the coordination of interactions between the PCS Origination's Department and the Chase Legal, Compliance, General Audit departmenets as well as external vendors*Created, maintained and acted as the primary contact for division Business Continuity and Disaster Recovery Plans

Rochester, Ny

*Managed the booking and reconciling of Installment Loans, Overdraft and Advantage Lines of Credit, and Home Improvement Loans*Managed all departmental and budgetary related responsibilities for a team of 14 individuals; including but not limited to, hiring, salary negotiations, annual performance evaluation, corrective action coaching and monitoring*Oversaw the reconciliation process for the general ledger accounts

Rochester, Ny

*Performed Compliance Reviews on all submitted commercial loans*Assisted General Audit and Legal Departments with research and review of commercial loan documentation and provided analysis of any trends observed within Upstate Commercial Business Units*Oversaw the safekeeping of all negotiable and non-negotiable collateral

Canandaigua, Ny

Provided entrepreneurs with research to assist in the development of business plan and start-up operations

Rochester, Ny

Prepared credit analysis on small business, private banking, and corporate clients

Rochester, Ny

Albany, Ny

Albany, Ny

Rochester, Ny

Certificate Of Advanced Study, School Business Administration, 4.0

Masters Of Science In Education, Eduational Administration, 4.0

Bachelors Of Science, Management Science, 3.74