Ruby Perez Email & Phone Number

Bellevue, Washington, United States

Providence Heights is a one-to-two year training center that focuses on prevention and transformation. Providence Heights is a nonprofit organization where women are equipped to support themselves with the skills learned from the program through hands-on entrepreneurial training and opportunities.Responsible for managing all aspects of finance including budget development, fundraising, financial reporting, audit compliance, research and planning, contract management, contract compliance, procurement, state/federal/government compliance for contracts and grants, cost analysis, project management, cash management, inventory control, property acquisition, community relations, strategic planning, forecasting, and insurance risk management.Provide financial coaching and literacy to organization participantsProforma development for future business ventures and national expansionSmall business startup development

San Antonio, Texas Metropolitan Area

• Buy, sell, remodel and invest in real estate.• Construction management for new property developments (Lennar Homes).• Leadership development and coaching.• Finance and business operations.• Contract CFO

San Antonio, Texas Metropolitan Area

• Oversee a group of budget analysts who monitor and develop various City budgets.• Review and analyze budget reports presented to City Council and its constituents for accuracy, transparency, reliability and community comprehension.• Develop, monitor and report on budget variances, forecasts, and fluctuations for various City departments through the COVID pandemic.

Duvall, Washington

• Assist the Superintendent and administrative team in providing leadership in planning, developing, and achieving excellence in programs and support services; serves on the Superintendent's cabinet;• Serve as chief financial officer for the district and manage all aspects of fiscal services including budget development, bond and levy planning, research and planning, monitoring and analyzing student enrollment and community demographics, accounting, payroll, collective bargaining, cash management, inventory control, financial reporting, purchasing, bookkeeping, real estate, and insurance risk management;• Serve as chief operating officer for the district and oversee all elements of administrative support services including: transportation, building operations, maintenance and grounds, food and nutrition services, financial records management, and supervises the district's emergency preparedness/safety plan;• Provide information and recommendations to the Superintendent and Board regarding long-term facility needs. A six-year capital facilities plan is adopted each year that includes demographic projections and financing plans for proposed facilities. This position serves as the overall manager of capital construction projects for the district. Previous experience managing impact fee collections and mitigation agreements would be helpful. This position also deals with land management issues that arise regarding school properties and coordinates with other city/county agencies when needed.• Administer policies, rules, and regulations established by the State of Washington, local Board of Directors, and the Riverview School District administration;

Greater Seattle Area

Responsible for managing the district’s finances, accounting systems and financial statements in accordance with GAAP and GAAS principles; interpreting laws and regulations pertaining accounting data; developing district budgets; serving as the District Audit Compliance Officer and Grants Administrator; monitoring the financial internal control structure of the organization; and for supervising the hiring, training, evaluation and discipline processes within the accounting and purchasing departments. Direct, review, analyze and interpret a variety of financial and management information; make recommendations in matters of fiscal impact such as budget, revenues, expenditures, enrollment projections, collective bargaining, school construction, levy and bond issues, and risk management. Provide leadership and supervision for the, finance, accounting, budgeting, fixed assets, records management and auditing functions of the district. Develop improvements to systems and procedures. Review and develop sound internal controls to protect district assets. Provide technical advice and direction; advises district personnel on process for budgeting and interpreting financial data. Define, operational policies, guidelines, priorities, and the scheduling of ongoing and major projects. Consult, advise, develop, prepare, recommend and implement a fiscal policies and procedures. Review compliance with state guidelines. Investigate, assess and integrate best practices and systems into all activities ensuring efficient, and legal and effective operations. Oversee the development of training programs for building and department staff in the use of the district financial systems. Guide and direct development of the financial data processing system and to integrate it with the district accounting and budgeting systems. Oversee the development, implementation and monitoring of district accounting policies and procedures for the effective and efficient operation of the district.

Northwest Educational Service District 189

Assist in providing fiscal services to neighboring school districts and prepare future school district CFO’s. Contracted CFO services offered: fiscal analysis/reporting/recommendations, yearly budget preparation and monitoring, yearend financial statement reporting, internal audit, internal control strengthening, board of director relations, staff training, office management, federal and state grant oversight/compliance and administrative responsibilities upon request.

Warden Washington

Prepared all financial reports of the district, including but not limited to the F-196 YearEnd Report, monthly Budget Status Reports and detailed Revenue and Expenditure Reports. Prepared the annual F-195 District Budget for all funds. Performed a reconciliation of budgeted expenditures to revenues. Worked closely with principals and department supervisors in budget development and long term financial goals, reviewing programs, personnel, federal grants, expenditures and making recommendations. Reviewed the budget with the Superintendent and Board of Directors. Calculated levy amounts for general fund, capital project fund, and debt service fund. Served on levy committee. Reviewed budget status reports and calculated projections of revenues and expenditures in all funds to deem if a budget extension were necessary. Met regularly with principals and supervisors to review detailed expenditure reports as compared to the budgeted amounts. Coordinated with the Special Services Director the development of federal grants and the placement of personnel in a school wide program. Reviewed apportionment and other fiscal reports on a monthly basis; reported any unusual fact findings to the superintendent. Supervised purchasing, human resources, payroll, accounts payable and accounts receivable, food service and transportation. Conducted internal audits and acted as audit liaison during state audits. Developed and maintained procedures for cash control, inventory, purchasing, accounts payable and payroll. Coordinated with the county treasurer for the investment of funds. Hired, trained, supervised and reviewed central administration business staff. Reviewed job descriptions. Conducted new employee orientation meetings. Trained, supervised and reviewed Director of Transportation and Director of Food Services. Involved in capital improvements and overall operations of the district. Reported to the Superintendent of Schools and Board of Directors

Othello, Wa

Month end procedures and journal entries. Federal, State and Local receivables. Payroll coding and tracking. Internal auditing of policies, procedures and Federal requirements. Account reconciliations, Record Retention management, monthly reports, Federal reporting, expense tracking, personnel training and educating.

Eastern Wa

Audit work done utilizing a risk-based approach. Apply increased understanding and ability to prepare audit plans and/or perform work as identified in an audit plan. Use judgment to correctly determine work to be performed, prioritizing such work and design of appropriate audit procedures. As audit progresses, communicate to supervisor or AIC any potential modification to the audit plan in order to address changing circumstances and budget, as necessary. Audits are done in TeamMate in conformance with GAGAS, SAO standards, and team policies as applicable to audit type. Documentation for audits is adequate and professional. Goals for audit documentation are to be concise – capturing only necessary, pertinent information, and to consistently reflect a professional tone – avoiding editorial comments and opinions. Write complete, professional draft findings, management letters and exit documents based on audit conclusions. Audits are completed accurately using the most current versions of ARAP and ARS manual and reports are prepared and submitted for review in a timely manner. Entrance and exit conferences are conducted in a professional manner and in accordance with SAO policy and guidance.

Washington

Meeting fiscal and staffing needs of agricultural organizations throughout the State of Washington. Supplying financial services, agricultural consultation and HR services. Customized services to meet all customer expectations and demands. Sales, marketing, State and Federal Reporting/Filing. Managed 2 million dollar budget with an average of 2500 employees throughout the year.

School District Business Leadership Certificate, School Finance And Leadership

Bachelor’S Degree, Business Administration And Management, Accounting

Activities and Societies: Business Club Leadership