As a senior advisor, I work directly with school districts utilizing Frontline/Forecast 5 software school finance and comparative analytics SAAS solutions. Utilizing a co-development process with school district clients, I create interactive easy to use financial forecasting and budget management "wizards" as well as outputs and reports for use by clients (primarily school business officials and district superintendents) for use in strategic financial planning and financial reporting. Specifically, I design and develop tools, customized by state to align with state funding and expenditure statutes, to forecast revenues and expenses within the current year as well as up to 5 years in the future.Additionally, using our comparative analytics engine, I consult with, and provide solutions to K-12 administrators as they seek to benchmark financial, salary, demographic and FTE data and find ways to align their strategic plan with a financial plan.• Proven track record developing new solutions to complex school financial challenges • Assist district leadership teams as they connect the dots between their data, trend analysis and the development of strategic plans aligning student achievement and resource allocation. • Demonstrated ability growing market share in multiple states.• Monitor legislation and state budgets in Wisconsin, Minnesota, Oregon, California, Washington, Arizona and Colorado.• Present at workshops and conferences as well as to school boards and district leadership teams. • Lead and coordinate training opportunities in person and remote.• Support problem resolution from both internal and external sources through effective communication. • Coach and develop existing team members.

• Provide strategic financial information and direction to the President, the Board of Trustees and to the college in general.• Prepare ongoing financial reporting and long-range forecasting systems, including an annual budgeting process that is transparent and collaborative. • Responsible for the effective maintenance and reporting of financial records.• Recommend investment strategy to the President and the Board of Trustees.• Manage the college’s debt portfolio and oversee a financially prudent debt-management strategy.• Oversee an employee benefits package that optimizes employee expectations and requirements, within the financial realities of the college.• Responsible for articulating the college’s financial vision, strengths, goals and requirements to a wide range of audiences, both internal and external.• Implemented a new bachelor in nursing program, resulting in increased enrollment and revenue.• Title IX Coordinator

• Presented balanced budgets at annual meetings for approval by the public and school board.• Co-chaired a facility study team of school district personnel, school board members, local civic leaders, parents and citizens to arrive at a proposed building construction plan.• Worked as a member of a collaborative leadership team to develop strategic plans with student learning at the center.• Successfully navigated employee relations and negotiations through changes that occurred with Wisconsin Act 10 legislation.• Analyzed Wisconsin’s school district funding formula, resulting in the implementation of a four-year- old kindergarten program, which provided additional revenue to the school district and lowered the tax levy.• Implemented new ERP system for finances, accounting, human resources and payroll.• Co-chaired multiple school building referendum planning committees.• Negotiated settled contracts with unionized labor groups prior to Act 10.• Utilized federal QSCB (Qualified School Construction Bonds) to provide needed school improvements.• Managed all fiscal grant activity.

• Served a $100 million school district of nearly 9000 students and more than 900 staff members.• Prepared and presented annual budgets.• Oversaw all operational areas of the school district: facilities, food service, transportation, payroll, benefits, and risk management.

• Recognized as 2005-2006 Administrator of the Year.• Identified new ways to leverage debt and cash flow to maximize interest earnings.• Chaired multiple, community-wide budget task forces.