CORPORATE EXPERIENCE

EXECUTIVE DIRECTOR, IPX MANAGEMENT CONSULTING

Review and assist with budget preparation
Host and facilitate financial and economic empowerment seminars
Serve as a project manager with client project management office
Assess client business strategy and guide organization strategic planning process
Provide financial advice to clients based on their circumstances and desired level of future wealth and financial growth

January 2005 – August 2008

Served in business consultant capacity and liaison for Operations and Instruction
Served as a member of the executive cabinet leading and partnering on district-wide projects
Served as project manager with the Project Management Office for Operations ($14MM)
Reviewed and prepared annual budgets and work with internal audit
Served on special projects for the school district to include Facilities, Transportation, Nutrition, Security, Warehouse, etc.
Documented and reviewed district standard operating procedures and policies: key member on a district-wide policy and procedure initiative
Managed strategic planning for Operations to include Nutrition Profitability Project resulting in $1MM of annual savings
General management duties such as personnel, presentations, and supervisory
Managed district warehouse

December 1999 – January 2005

Coordinated monthly/annual closing activities and assist with year-end audit activity
Coordinated annual operating strategic plan of $28MM expense and capital plan of $12MM

Managed $7MM+ in accounts for divestiture activity
Reconciled and analyzed balance sheet accounts ensuring accuracy of transactions
Reviewed and analyzed costs to prepare outlook and develop divisional budgets
Reviewed business cases (project plans) for strategic planning submitted for capital project funds
Developed method for managing project capital and expense
Served as liaison between IT department managers, financial services, and business units
Coordinated activity related to Internal Controls (Sarbanes-Oxley)
Set limits for signing authority by department and submit documentation to A/P
Trained employees and IT staff on cost statements and business case preparation
Prepared financial analysis and support for cost savings initiatives (Mainframe Elimination $11MM savings, Data Center In source - $6MM savings)
Developed and document policies and procedures related to receiving
Implemented Portfolio Management Process including business case development

July 1998– December 1999

Supervised accounting clerks
Filed business licenses and sales/retail licenses
Assisted with cash flow management and payroll processing
Reviewed and filed multi-state sales/use tax returns and property tax returns
Analyzed and maintained general ledger, p/l reports, accounts payable, and budgets
Reconciled tax accounts, general ledger accounts and assisted with audits
Monthly\annual closing, accruals, month-end reports/analysis

July 1997– July 1998